Nac（9788）株式概要(株)ナックは日本国内でダストコントロール製品のレンタル・販売を行っている。 詳細9788 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金4/6報酬株価収益率（ 12.7 x） JP市場（ 13.5 x）を下回っています。過去1年間で収益は19.5%増加しました リスク分析過去5年間で収益は年間1.5%減少しました。 4.44%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る9788 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¥496.0018.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-994m90b2016201920222025202620282031Revenue JP¥64.1bEarnings JP¥1.8bAdvancedSet Fair ValueView all narrativesNac Co., Ltd. 競合他社CMCSymbol: TSE:2185Market cap: JP¥23.5bKawanishi WarehouseLtdSymbol: TSE:9322Market cap: JP¥17.0bSugimura WarehouseSymbol: TSE:9307Market cap: JP¥15.1bToyo LogisticsSymbol: TSE:9306Market cap: JP¥15.0b価格と性能株価の高値、安値、推移の概要Nac過去の株価現在の株価JP¥496.0052週高値JP¥568.0052週安値JP¥478.00ベータ0.101ヶ月の変化-3.69%3ヶ月変化-7.46%1年変化-8.66%3年間の変化4.53%5年間の変化8.77%IPOからの変化19.51%最新ニュースReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥39.02 (vs JP¥31.82 in FY 2025)Full year 2026 results: EPS: JP¥39.02 (up from JP¥31.82 in FY 2025). Revenue: JP¥58.9b (down 1.5% from FY 2025). Net income: JP¥1.63b (up 20% from FY 2025). Profit margin: 2.8% (up from 2.3% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% 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 • May 16Nac Co., Ltd. (TSE:9788) announces an Equity Buyback for 1,600,000 shares, representing 3.8% for ¥820 million.Nac Co., Ltd. (TSE:9788) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 3.8% of its share capital, for ¥820 million. The shares will be repurchased at a price of ¥512 per share. The purpose of the program is to increase corporate value through improved capital efficiency, to use treasury stock for M&A and as part of company's consideration of expanding our stock-based compensation plan. Repurchases will take place on May 18, 2026. As of March 31, 2026, the company had 42,096,473 shares in issue (excluding treasury stock) and 4,517,027 shares in treasury.お知らせ • May 15Nac Co., Ltd., Annual General Meeting, Jun 26, 2026Nac Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Nac Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Nac Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥12.84 (vs JP¥22.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.84 (down from JP¥22.30 in 3Q 2025). Revenue: JP¥14.8b (down 10% from 3Q 2025). Net income: JP¥537.0m (down 44% from 3Q 2025). Profit margin: 3.6% (down from 5.8% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥39.02 (vs JP¥31.82 in FY 2025)Full year 2026 results: EPS: JP¥39.02 (up from JP¥31.82 in FY 2025). Revenue: JP¥58.9b (down 1.5% from FY 2025). Net income: JP¥1.63b (up 20% from FY 2025). Profit margin: 2.8% (up from 2.3% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% 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 • May 16Nac Co., Ltd. (TSE:9788) announces an Equity Buyback for 1,600,000 shares, representing 3.8% for ¥820 million.Nac Co., Ltd. (TSE:9788) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 3.8% of its share capital, for ¥820 million. The shares will be repurchased at a price of ¥512 per share. The purpose of the program is to increase corporate value through improved capital efficiency, to use treasury stock for M&A and as part of company's consideration of expanding our stock-based compensation plan. Repurchases will take place on May 18, 2026. As of March 31, 2026, the company had 42,096,473 shares in issue (excluding treasury stock) and 4,517,027 shares in treasury.お知らせ • May 15Nac Co., Ltd., Annual General Meeting, Jun 26, 2026Nac Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Nac Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Nac Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥12.84 (vs JP¥22.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.84 (down from JP¥22.30 in 3Q 2025). Revenue: JP¥14.8b (down 10% from 3Q 2025). Net income: JP¥537.0m (down 44% from 3Q 2025). Profit margin: 3.6% (down from 5.8% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Dec 27Nac Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Nac Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026Declared Dividend • Dec 03First half dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 1.5% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 33% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.9% EPS decline seen over the last 5 years.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥7.32 (vs JP¥7.24 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.32. Revenue: JP¥14.3b (down 5.9% from 2Q 2025). Net income: JP¥306.0m (down 1.9% from 2Q 2025). Profit margin: 2.1% (in line with 2Q 2025).Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).お知らせ • Sep 14Nac Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Nac Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥0.60 loss per share (vs JP¥4.76 loss in 1Q 2025)First quarter 2026 results: JP¥0.60 loss per share (improved from JP¥4.76 loss in 1Q 2025). Revenue: JP¥13.1b (up 3.5% from 1Q 2025). Net loss: JP¥25.0m (loss narrowed 88% from 1Q 2025). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Declared Dividend • Jul 09Final dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27Nac Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Nac Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025分析記事 • May 22There May Be Some Bright Spots In Nac's (TSE:9788) EarningsNac Co., Ltd.'s ( TSE:9788 ) earnings announcement last week didn't impress shareholders. However, our analysis...Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥31.80 (vs JP¥33.20 in FY 2024)Full year 2025 results: EPS: JP¥31.80 (down from JP¥33.20 in FY 2024). Revenue: JP¥59.8b (up 9.8% from FY 2024). Net income: JP¥1.37b (down 4.9% from FY 2024). Profit margin: 2.3% (down from 2.6% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • May 15Nac Co., Ltd., Annual General Meeting, Jun 27, 2025Nac Co., Ltd., Annual General Meeting, Jun 27, 2025.分析記事 • Apr 15Nac (TSE:9788) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 27Nac (TSE:9788) Is Increasing Its Dividend To ¥17.00Nac Co., Ltd.'s ( TSE:9788 ) dividend will be increasing from last year's payment of the same period to ¥17.00 on 30th...お知らせ • Mar 27Nac Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Nac Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥22.30 (vs JP¥12.64 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.30 (up from JP¥12.64 in 3Q 2024). Revenue: JP¥16.6b (up 19% from 3Q 2024). Net income: JP¥961.0m (up 77% from 3Q 2024). Profit margin: 5.8% (up from 3.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.分析記事 • Feb 08Nac's (TSE:9788) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Nac Co., Ltd. ( TSE:9788 ) has announced that it will be paying its dividend of ¥17.00 on the 30th of...お知らせ • Feb 07Nac Co., Ltd. (TSE:9788) announces an Equity Buyback for 1,600,000 shares, representing 3.43% for ¥1,000 million.Nac Co., Ltd. (TSE:9788) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 3.43% of its share capital, for ¥1,000 million. The shares will be repurchased at a price of ¥607 per share. The purpose of the program is to increase corporate value through improved capital efficiency, to use treasury stock for M&A and as part of company's consideration of expanding our stock-based compensation plan. As of December 31, 2024, the company had 46,613,500 shares in issue (excluding treasury stock) and 3,510,019 shares in treasury.分析記事 • Dec 19Nac (TSE:9788) Is Paying Out A Larger Dividend Than Last YearNac Co., Ltd. ( TSE:9788 ) will increase its dividend from last year's comparable payment on the 30th of June to...お知らせ • Dec 19Nac Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Nac Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Dec 04Nac (TSE:9788) Is Paying Out A Larger Dividend Than Last YearThe board of Nac Co., Ltd. ( TSE:9788 ) has announced that it will be paying its dividend of ¥17.00 on the 30th of...Declared Dividend • Dec 04First half dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Nov 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 3.6% 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. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.2% net profit margin).Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥7.24 (vs JP¥12.19 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.24 (down from JP¥12.19 in 2Q 2024). Revenue: JP¥15.2b (up 9.5% from 2Q 2024). Net income: JP¥312.0m (down 41% from 2Q 2024). Profit margin: 2.1% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.お知らせ • Sep 27Nac Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024Nac Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).Buy Or Sell Opportunity • Sep 12Now 22% overvaluedOver the last 90 days, the stock has fallen 3.5% to JP¥549. The fair value is estimated to be JP¥451, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.1%.Buy Or Sell Opportunity • Aug 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 5.0% to JP¥551. The fair value is estimated to be JP¥453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.1%.Reported Earnings • Aug 09First quarter 2025 earnings released: JP¥4.76 loss per share (vs JP¥5.55 loss in 1Q 2024)First quarter 2025 results: JP¥4.76 loss per share (improved from JP¥5.55 loss in 1Q 2024). Revenue: JP¥12.6b (up 5.8% from 1Q 2024). Net loss: JP¥205.0m (loss narrowed 16% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.分析記事 • Aug 06We Think Nac (TSE:9788) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Declared Dividend • Jul 11Final dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28Nac Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Nac Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024お知らせ • May 29Nac Co., Ltd. (TSE:9788) acquired Shuwa Juken, K.K. from Yoshikatsu Gomura.Nac Co., Ltd. (TSE:9788) acquired Shuwa Juken, K.K. from Yoshikatsu Gomura on May 20, 2024. Shuwa Juken, K.K. Reported Sales of ¥2.5 billion, Total assets of ¥1.8 billion, EBIT of ¥32 million and Net income of ¥26 million as on FY June 2023.Nac Co., Ltd. (TSE:9788) completed the acquisition of Shuwa Juken, K.K. from Yoshikatsu Gomura on May 24, 2024.Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥41.67 (vs JP¥44.57 in FY 2023)Full year 2024 results: EPS: JP¥41.67 (down from JP¥44.57 in FY 2023). Revenue: JP¥55.0b (down 3.7% from FY 2023). Net income: JP¥1.80b (down 10.0% from FY 2023). Profit margin: 3.3% (down from 3.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Nac Co., Ltd., Annual General Meeting, Jun 27, 2024Nac Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Mar 28Nac Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Nac Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: JP¥13.9b (down 6.2% from 3Q 2023). Net income: JP¥544.0m (down 7.3% from 3Q 2023). Profit margin: 3.9% (down from 4.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 06Nac Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Nac Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥24.37 (vs JP¥22.88 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.37 (up from JP¥22.88 in 2Q 2023). Revenue: JP¥13.9b (down 3.5% from 2Q 2023). Net income: JP¥524.0m (up 1.9% from 2Q 2023). Profit margin: 3.8% (up from 3.6% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).お知らせ • Sep 02Nac Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Nac Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Reported Earnings • Aug 08First quarter 2024 earnings released: JP¥11.11 loss per share (vs JP¥11.59 loss in 1Q 2023)First quarter 2024 results: JP¥11.11 loss per share (improved from JP¥11.59 loss in 1Q 2023). Revenue: JP¥11.9b (up 2.0% from 1Q 2023). Net loss: JP¥244.0m (loss narrowed 6.2% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 12% 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 • Jun 11Nac Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Nac Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥89.13 (vs JP¥76.15 in FY 2022)Full year 2023 results: EPS: JP¥89.13 (up from JP¥76.15 in FY 2022). Revenue: JP¥57.1b (up 3.9% from FY 2022). Net income: JP¥2.00b (up 17% from FY 2022). Profit margin: 3.5% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% 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 • May 16Nac Co., Ltd. (TSE:9788) announces an Equity Buyback for 1,300,000 shares, representing 5.79% for ¥1,300 million.Nac Co., Ltd. (TSE:9788) announces a share repurchase program. Under the program, the company will repurchase up to 1,300,000 shares, representing 5.79% of its share capital, for ¥1,300 million. The shares will be repurchased at a price of ¥967 per share. The repurchased shares will be canceled. The program will expire on May 16, 2023. As of March 31, 2023, the company had 22,471,409 shares in issue (excluding treasury stock) and 1,835,341 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥26.12 (vs JP¥24.06 in 3Q 2022)Third quarter 2023 results: EPS: JP¥26.12 (up from JP¥24.06 in 3Q 2022). Revenue: JP¥14.8b (up 8.0% from 3Q 2022). Net income: JP¥587.0m (up 8.7% from 3Q 2022). Profit margin: 4.0% (up from 3.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.お知らせ • Dec 21Nac Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Nac Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kenichi Miyajima was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥22.88 (vs JP¥24.25 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.88 (down from JP¥24.25 in 2Q 2022). Revenue: JP¥14.4b (up 1.2% from 2Q 2022). Net income: JP¥514.0m (down 5.5% from 2Q 2022). Profit margin: 3.6% (down from 3.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Sep 23Nac Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022Nac Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).Reported Earnings • Aug 07First quarter 2023 earnings released: JP¥11.59 loss per share (vs JP¥3.08 profit in 1Q 2022)First quarter 2023 results: JP¥11.59 loss per share (down from JP¥3.08 profit in 1Q 2022). Revenue: JP¥11.7b (down 2.4% from 1Q 2022). Net loss: JP¥260.0m (down 477% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jun 01Nac Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Nac Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥76.15 (vs JP¥81.99 in FY 2021)Full year 2022 results: EPS: JP¥76.15 (down from JP¥81.99 in FY 2021). Revenue: JP¥54.9b (down 1.1% from FY 2021). Net income: JP¥1.71b (down 7.0% from FY 2021). Profit margin: 3.1% (down from 3.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 18Nac Co., Ltd., Annual General Meeting, Jun 29, 2022Nac Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kenichi Miyajima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Nac Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nac Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥24.06 (up from JP¥11.74 in 3Q 2021). Revenue: JP¥13.7b (down 1.4% from 3Q 2021). Net income: JP¥540.0m (up 105% from 3Q 2021). Profit margin: 3.9% (up from 1.9% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥24.25 (vs JP¥27.54 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥14.2b (flat on 2Q 2021). Net income: JP¥544.0m (down 12% from 2Q 2021). Profit margin: 3.8% (down from 4.3% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥3.08 (vs JP¥23.75 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥12.0b (down 5.8% from 1Q 2021). Net income: JP¥69.0m (down 87% from 1Q 2021). Profit margin: 0.6% (down from 4.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥81.99 (vs JP¥22.94 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥55.5b (down 37% from FY 2020). Net income: JP¥1.84b (up 257% from FY 2020). Profit margin: 3.3% (up from 0.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).Is New 90 Day High Low • Mar 15New 90-day high: JP¥1,009The company is up 8.0% from a price of JP¥930 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Exceeded the Commercial Services industry, which is up 6.0% over the same period.Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥11.74 (vs JP¥6.07 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥13.9b (down 32% from 3Q 2020). Net income: JP¥263.0m (up 93% from 3Q 2020). Profit margin: 1.9% (up from 0.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 08New 90-day high: JP¥984The company is up 5.0% from its price of JP¥935 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Commercial Services industry, which is also up 5.0% over the same period.お知らせ • Jan 07Nac Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021Nac Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021お知らせ • Oct 10Nac Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020Nac Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020お知らせ • Jun 21Nac Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Nac Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020株主還元9788JP Commercial ServicesJP 市場7D1.4%1.1%-1.4%1Y-8.7%15.3%41.1%株主還元を見る業界別リターン: 9788過去 1 年間で15.3 % の収益を上げたJP Commercial Services業界を下回りました。リターン対市場: 9788は、過去 1 年間で41.1 % のリターンを上げたJP市場を下回りました。価格変動Is 9788's price volatile compared to industry and market?9788 volatility9788 Average Weekly Movement2.1%Commercial Services Industry Average Movement3.9%Market Average Movement4.6%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 9788 、 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: 9788の 週次ボラティリティ ( 2% ) 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19711,717Hiroshi Yoshimurawww.nacoo.com(株)ナックは日本国内でダストコントロール製品のレンタル・販売を行っている。クリクラ事業」「レンタル事業」「建築コンサルティング事業」「住宅事業」「美容・健康事業」の各セグメントで事業を展開している。クリクラ事業」は、宅配水、純水サーバー、次亜塩素酸水溶液の製造・販売を行っている。レンタル事業」は、防塵用品、介護用品、福祉用具のレンタル・販売、害虫駆除機器、定期清掃、原状回復工事等を行っている。住宅事業」は、戸建注文住宅の建築請負、分譲マンションの販売及び関連する金融サービス等を行っております。美容健康事業」は、化粧品、健康食品、美容材料、医薬品の製造・販売を行っている。また、戸建注文住宅に関する金融サービス、酒類・韓国食品の輸入販売も行っている。旧社名は株式会社ダスキン鶴川で、1977年に株式会社ナックに商号変更した。株式会社ナックは1971年に設立され、新宿に本社を置く。もっと見るNac Co., Ltd. 基礎のまとめNac の収益と売上を時価総額と比較するとどうか。9788 基礎統計学時価総額JP¥20.75b収益（TTM）JP¥1.63b売上高(TTM)JP¥58.92b12.7xPER（株価収益率0.4xP/Sレシオ9788 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9788 損益計算書（TTM）収益JP¥58.92b売上原価JP¥30.54b売上総利益JP¥28.38bその他の費用JP¥26.75b収益JP¥1.63b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）38.99グロス・マージン48.17%純利益率2.77%有利子負債／自己資本比率28.7%9788 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4.4%現在の配当利回り83%配当性向9788 配当は確実ですか？9788 配当履歴とベンチマークを見る9788 、いつまでに購入すれば配当金を受け取れますか？Nac 配当日配当落ち日Mar 30 2026配当支払日Jun 29 2026配当落ちまでの日数76 days配当支払日までの日数15 days9788 配当は確実ですか？9788 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2026/06/12 15:03終値2026/06/12 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Nac 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。2 アナリスト機関Katsumi MiyazawaIchiyoshi Research Institute Inc.Hiroshi NarikawaTIW
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥39.02 (vs JP¥31.82 in FY 2025)Full year 2026 results: EPS: JP¥39.02 (up from JP¥31.82 in FY 2025). Revenue: JP¥58.9b (down 1.5% from FY 2025). Net income: JP¥1.63b (up 20% from FY 2025). Profit margin: 2.8% (up from 2.3% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% 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 • May 16Nac Co., Ltd. (TSE:9788) announces an Equity Buyback for 1,600,000 shares, representing 3.8% for ¥820 million.Nac Co., Ltd. (TSE:9788) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 3.8% of its share capital, for ¥820 million. The shares will be repurchased at a price of ¥512 per share. The purpose of the program is to increase corporate value through improved capital efficiency, to use treasury stock for M&A and as part of company's consideration of expanding our stock-based compensation plan. Repurchases will take place on May 18, 2026. As of March 31, 2026, the company had 42,096,473 shares in issue (excluding treasury stock) and 4,517,027 shares in treasury.
お知らせ • May 15Nac Co., Ltd., Annual General Meeting, Jun 26, 2026Nac Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Nac Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Nac Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥12.84 (vs JP¥22.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.84 (down from JP¥22.30 in 3Q 2025). Revenue: JP¥14.8b (down 10% from 3Q 2025). Net income: JP¥537.0m (down 44% from 3Q 2025). Profit margin: 3.6% (down from 5.8% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥39.02 (vs JP¥31.82 in FY 2025)Full year 2026 results: EPS: JP¥39.02 (up from JP¥31.82 in FY 2025). Revenue: JP¥58.9b (down 1.5% from FY 2025). Net income: JP¥1.63b (up 20% from FY 2025). Profit margin: 2.8% (up from 2.3% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% 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 • May 16Nac Co., Ltd. (TSE:9788) announces an Equity Buyback for 1,600,000 shares, representing 3.8% for ¥820 million.Nac Co., Ltd. (TSE:9788) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 3.8% of its share capital, for ¥820 million. The shares will be repurchased at a price of ¥512 per share. The purpose of the program is to increase corporate value through improved capital efficiency, to use treasury stock for M&A and as part of company's consideration of expanding our stock-based compensation plan. Repurchases will take place on May 18, 2026. As of March 31, 2026, the company had 42,096,473 shares in issue (excluding treasury stock) and 4,517,027 shares in treasury.
お知らせ • May 15Nac Co., Ltd., Annual General Meeting, Jun 26, 2026Nac Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Nac Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Nac Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥12.84 (vs JP¥22.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.84 (down from JP¥22.30 in 3Q 2025). Revenue: JP¥14.8b (down 10% from 3Q 2025). Net income: JP¥537.0m (down 44% from 3Q 2025). Profit margin: 3.6% (down from 5.8% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Dec 27Nac Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Nac Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
Declared Dividend • Dec 03First half dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 1.5% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 33% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.9% EPS decline seen over the last 5 years.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥7.32 (vs JP¥7.24 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.32. Revenue: JP¥14.3b (down 5.9% from 2Q 2025). Net income: JP¥306.0m (down 1.9% from 2Q 2025). Profit margin: 2.1% (in line with 2Q 2025).
Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).
お知らせ • Sep 14Nac Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Nac Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥0.60 loss per share (vs JP¥4.76 loss in 1Q 2025)First quarter 2026 results: JP¥0.60 loss per share (improved from JP¥4.76 loss in 1Q 2025). Revenue: JP¥13.1b (up 3.5% from 1Q 2025). Net loss: JP¥25.0m (loss narrowed 88% from 1Q 2025). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 09Final dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27Nac Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Nac Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
分析記事 • May 22There May Be Some Bright Spots In Nac's (TSE:9788) EarningsNac Co., Ltd.'s ( TSE:9788 ) earnings announcement last week didn't impress shareholders. However, our analysis...
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥31.80 (vs JP¥33.20 in FY 2024)Full year 2025 results: EPS: JP¥31.80 (down from JP¥33.20 in FY 2024). Revenue: JP¥59.8b (up 9.8% from FY 2024). Net income: JP¥1.37b (down 4.9% from FY 2024). Profit margin: 2.3% (down from 2.6% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • May 15Nac Co., Ltd., Annual General Meeting, Jun 27, 2025Nac Co., Ltd., Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 15Nac (TSE:9788) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Mar 27Nac (TSE:9788) Is Increasing Its Dividend To ¥17.00Nac Co., Ltd.'s ( TSE:9788 ) dividend will be increasing from last year's payment of the same period to ¥17.00 on 30th...
お知らせ • Mar 27Nac Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Nac Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥22.30 (vs JP¥12.64 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.30 (up from JP¥12.64 in 3Q 2024). Revenue: JP¥16.6b (up 19% from 3Q 2024). Net income: JP¥961.0m (up 77% from 3Q 2024). Profit margin: 5.8% (up from 3.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.
分析記事 • Feb 08Nac's (TSE:9788) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Nac Co., Ltd. ( TSE:9788 ) has announced that it will be paying its dividend of ¥17.00 on the 30th of...
お知らせ • Feb 07Nac Co., Ltd. (TSE:9788) announces an Equity Buyback for 1,600,000 shares, representing 3.43% for ¥1,000 million.Nac Co., Ltd. (TSE:9788) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 3.43% of its share capital, for ¥1,000 million. The shares will be repurchased at a price of ¥607 per share. The purpose of the program is to increase corporate value through improved capital efficiency, to use treasury stock for M&A and as part of company's consideration of expanding our stock-based compensation plan. As of December 31, 2024, the company had 46,613,500 shares in issue (excluding treasury stock) and 3,510,019 shares in treasury.
分析記事 • Dec 19Nac (TSE:9788) Is Paying Out A Larger Dividend Than Last YearNac Co., Ltd. ( TSE:9788 ) will increase its dividend from last year's comparable payment on the 30th of June to...
お知らせ • Dec 19Nac Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Nac Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Dec 04Nac (TSE:9788) Is Paying Out A Larger Dividend Than Last YearThe board of Nac Co., Ltd. ( TSE:9788 ) has announced that it will be paying its dividend of ¥17.00 on the 30th of...
Declared Dividend • Dec 04First half dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Nov 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 3.6% 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. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.2% net profit margin).
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥7.24 (vs JP¥12.19 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.24 (down from JP¥12.19 in 2Q 2024). Revenue: JP¥15.2b (up 9.5% from 2Q 2024). Net income: JP¥312.0m (down 41% from 2Q 2024). Profit margin: 2.1% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Sep 27Nac Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024Nac Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).
Buy Or Sell Opportunity • Sep 12Now 22% overvaluedOver the last 90 days, the stock has fallen 3.5% to JP¥549. The fair value is estimated to be JP¥451, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.1%.
Buy Or Sell Opportunity • Aug 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 5.0% to JP¥551. The fair value is estimated to be JP¥453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.1%.
Reported Earnings • Aug 09First quarter 2025 earnings released: JP¥4.76 loss per share (vs JP¥5.55 loss in 1Q 2024)First quarter 2025 results: JP¥4.76 loss per share (improved from JP¥5.55 loss in 1Q 2024). Revenue: JP¥12.6b (up 5.8% from 1Q 2024). Net loss: JP¥205.0m (loss narrowed 16% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
分析記事 • Aug 06We Think Nac (TSE:9788) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Declared Dividend • Jul 11Final dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28Nac Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Nac Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
お知らせ • May 29Nac Co., Ltd. (TSE:9788) acquired Shuwa Juken, K.K. from Yoshikatsu Gomura.Nac Co., Ltd. (TSE:9788) acquired Shuwa Juken, K.K. from Yoshikatsu Gomura on May 20, 2024. Shuwa Juken, K.K. Reported Sales of ¥2.5 billion, Total assets of ¥1.8 billion, EBIT of ¥32 million and Net income of ¥26 million as on FY June 2023.Nac Co., Ltd. (TSE:9788) completed the acquisition of Shuwa Juken, K.K. from Yoshikatsu Gomura on May 24, 2024.
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥41.67 (vs JP¥44.57 in FY 2023)Full year 2024 results: EPS: JP¥41.67 (down from JP¥44.57 in FY 2023). Revenue: JP¥55.0b (down 3.7% from FY 2023). Net income: JP¥1.80b (down 10.0% from FY 2023). Profit margin: 3.3% (down from 3.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Nac Co., Ltd., Annual General Meeting, Jun 27, 2024Nac Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 28Nac Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Nac Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: JP¥13.9b (down 6.2% from 3Q 2023). Net income: JP¥544.0m (down 7.3% from 3Q 2023). Profit margin: 3.9% (down from 4.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 06Nac Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Nac Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥24.37 (vs JP¥22.88 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.37 (up from JP¥22.88 in 2Q 2023). Revenue: JP¥13.9b (down 3.5% from 2Q 2023). Net income: JP¥524.0m (up 1.9% from 2Q 2023). Profit margin: 3.8% (up from 3.6% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).
お知らせ • Sep 02Nac Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Nac Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Reported Earnings • Aug 08First quarter 2024 earnings released: JP¥11.11 loss per share (vs JP¥11.59 loss in 1Q 2023)First quarter 2024 results: JP¥11.11 loss per share (improved from JP¥11.59 loss in 1Q 2023). Revenue: JP¥11.9b (up 2.0% from 1Q 2023). Net loss: JP¥244.0m (loss narrowed 6.2% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 12% 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 • Jun 11Nac Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Nac Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥89.13 (vs JP¥76.15 in FY 2022)Full year 2023 results: EPS: JP¥89.13 (up from JP¥76.15 in FY 2022). Revenue: JP¥57.1b (up 3.9% from FY 2022). Net income: JP¥2.00b (up 17% from FY 2022). Profit margin: 3.5% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% 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 • May 16Nac Co., Ltd. (TSE:9788) announces an Equity Buyback for 1,300,000 shares, representing 5.79% for ¥1,300 million.Nac Co., Ltd. (TSE:9788) announces a share repurchase program. Under the program, the company will repurchase up to 1,300,000 shares, representing 5.79% of its share capital, for ¥1,300 million. The shares will be repurchased at a price of ¥967 per share. The repurchased shares will be canceled. The program will expire on May 16, 2023. As of March 31, 2023, the company had 22,471,409 shares in issue (excluding treasury stock) and 1,835,341 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥26.12 (vs JP¥24.06 in 3Q 2022)Third quarter 2023 results: EPS: JP¥26.12 (up from JP¥24.06 in 3Q 2022). Revenue: JP¥14.8b (up 8.0% from 3Q 2022). Net income: JP¥587.0m (up 8.7% from 3Q 2022). Profit margin: 4.0% (up from 3.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
お知らせ • Dec 21Nac Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Nac Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kenichi Miyajima was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥22.88 (vs JP¥24.25 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.88 (down from JP¥24.25 in 2Q 2022). Revenue: JP¥14.4b (up 1.2% from 2Q 2022). Net income: JP¥514.0m (down 5.5% from 2Q 2022). Profit margin: 3.6% (down from 3.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Sep 23Nac Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022Nac Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).
Reported Earnings • Aug 07First quarter 2023 earnings released: JP¥11.59 loss per share (vs JP¥3.08 profit in 1Q 2022)First quarter 2023 results: JP¥11.59 loss per share (down from JP¥3.08 profit in 1Q 2022). Revenue: JP¥11.7b (down 2.4% from 1Q 2022). Net loss: JP¥260.0m (down 477% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jun 01Nac Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Nac Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥76.15 (vs JP¥81.99 in FY 2021)Full year 2022 results: EPS: JP¥76.15 (down from JP¥81.99 in FY 2021). Revenue: JP¥54.9b (down 1.1% from FY 2021). Net income: JP¥1.71b (down 7.0% from FY 2021). Profit margin: 3.1% (down from 3.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 18Nac Co., Ltd., Annual General Meeting, Jun 29, 2022Nac Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kenichi Miyajima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Nac Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nac Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥24.06 (up from JP¥11.74 in 3Q 2021). Revenue: JP¥13.7b (down 1.4% from 3Q 2021). Net income: JP¥540.0m (up 105% from 3Q 2021). Profit margin: 3.9% (up from 1.9% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥24.25 (vs JP¥27.54 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥14.2b (flat on 2Q 2021). Net income: JP¥544.0m (down 12% from 2Q 2021). Profit margin: 3.8% (down from 4.3% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥3.08 (vs JP¥23.75 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥12.0b (down 5.8% from 1Q 2021). Net income: JP¥69.0m (down 87% from 1Q 2021). Profit margin: 0.6% (down from 4.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥81.99 (vs JP¥22.94 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥55.5b (down 37% from FY 2020). Net income: JP¥1.84b (up 257% from FY 2020). Profit margin: 3.3% (up from 0.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).
Is New 90 Day High Low • Mar 15New 90-day high: JP¥1,009The company is up 8.0% from a price of JP¥930 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Exceeded the Commercial Services industry, which is up 6.0% over the same period.
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥11.74 (vs JP¥6.07 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥13.9b (down 32% from 3Q 2020). Net income: JP¥263.0m (up 93% from 3Q 2020). Profit margin: 1.9% (up from 0.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥984The company is up 5.0% from its price of JP¥935 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Commercial Services industry, which is also up 5.0% over the same period.
お知らせ • Jan 07Nac Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021Nac Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021
お知らせ • Oct 10Nac Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020Nac Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020
お知らせ • Jun 21Nac Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Nac Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020
