Mbs（1401）株式概要Mbs Inc.は日本でリノベーションサービスを提供しています。 詳細1401 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5/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より38.1%で取引されている 過去1年間で収益は17.8%増加しました リスク分析意味のある時価総額がありません ( ¥9B )すべてのリスクチェックを見る1401 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¥1.31k19.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture07b2016201920222025202620282031Revenue JP¥6.7bEarnings JP¥734.6mAdvancedSet Fair ValueView all narrativesMbs Inc 競合他社AvantiaSymbol: TSE:8904Market cap: JP¥11.8bSanyo HomesSymbol: TSE:1420Market cap: JP¥7.5bFirst-corporationSymbol: TSE:1430Market cap: JP¥12.3bFreesia MacrossSymbol: TSE:6343Market cap: JP¥6.3b価格と性能株価の高値、安値、推移の概要Mbs過去の株価現在の株価JP¥1,309.0052週高値JP¥1,847.0052週安値JP¥780.00ベータ0.381ヶ月の変化-5.14%3ヶ月変化-12.73%1年変化63.01%3年間の変化166.06%5年間の変化147.45%IPOからの変化479.20%最新ニュースUpcoming Dividend • May 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. The company last paid an ordinary dividend in January 2023. The average dividend yield among industry peers is 1.7%.お知らせ • May 12Mbs Inc to Report Fiscal Year 2026 Results on Jul 13, 2026Mbs Inc announced that they will report fiscal year 2026 results on Jul 13, 2026Reported Earnings • Apr 14Third quarter 2026 earnings released: EPS: JP¥17.60 (vs JP¥16.72 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.60 (up from JP¥16.72 in 3Q 2025). Revenue: JP¥1.06b (down 6.4% from 3Q 2025). Net income: JP¥122.0m (flat on 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 03Mbs Inc to Report Q3, 2026 Results on Apr 13, 2026Mbs Inc announced that they will report Q3, 2026 results on Apr 13, 2026分析記事 • Jan 21Mbs' (TSE:1401) Earnings May Just Be The Starting PointEven though Mbs Inc's ( TSE:1401 ) recent earnings release was robust, the market didn't seem to notice. Investors are...分析記事 • Jan 19We Like These Underlying Return On Capital Trends At Mbs (TSE:1401)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...最新情報をもっと見るRecent updatesUpcoming Dividend • May 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. The company last paid an ordinary dividend in January 2023. The average dividend yield among industry peers is 1.7%.お知らせ • May 12Mbs Inc to Report Fiscal Year 2026 Results on Jul 13, 2026Mbs Inc announced that they will report fiscal year 2026 results on Jul 13, 2026Reported Earnings • Apr 14Third quarter 2026 earnings released: EPS: JP¥17.60 (vs JP¥16.72 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.60 (up from JP¥16.72 in 3Q 2025). Revenue: JP¥1.06b (down 6.4% from 3Q 2025). Net income: JP¥122.0m (flat on 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 03Mbs Inc to Report Q3, 2026 Results on Apr 13, 2026Mbs Inc announced that they will report Q3, 2026 results on Apr 13, 2026分析記事 • Jan 21Mbs' (TSE:1401) Earnings May Just Be The Starting PointEven though Mbs Inc's ( TSE:1401 ) recent earnings release was robust, the market didn't seem to notice. Investors are...分析記事 • Jan 19We Like These Underlying Return On Capital Trends At Mbs (TSE:1401)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jan 19Earnings Tell The Story For Mbs Inc (TSE:1401) As Its Stock Soars 27%The Mbs Inc ( TSE:1401 ) share price has done very well over the last month, posting an excellent gain of 27%. The...Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥23.57 (vs JP¥23.56 in 2Q 2025)Second quarter 2026 results: EPS: JP¥23.57. Revenue: JP¥1.26b (down 12% from 2Q 2025). Net income: JP¥165.0m (down 4.1% from 2Q 2025). Profit margin: 13% (up from 12% in 2Q 2025). The increase in margin was driven by lower expenses.お知らせ • Nov 07Mbs Inc to Report Q2, 2026 Results on Jan 14, 2026Mbs Inc announced that they will report Q2, 2026 results on Jan 14, 2026お知らせ • Oct 16Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.42% for ¥150 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.42% of its issued share capital (excluding treasury stock), for a total purchase price of ¥150 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. The program will be valid till November 20, 2025. As of October 16, 2025, the company has 7,031,951 issued shares (excluding treasury stock) and 700,049 treasury shares.Reported Earnings • Oct 15First quarter 2026 earnings released: EPS: JP¥12.95 (vs JP¥4.76 in 1Q 2025)First quarter 2026 results: EPS: JP¥12.95 (up from JP¥4.76 in 1Q 2025). Revenue: JP¥1.10b (up 36% from 1Q 2025). Net income: JP¥92.0m (up 163% from 1Q 2025). Profit margin: 8.4% (up from 4.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 03Mbs (TSE:1401) Shareholders Will Want The ROCE Trajectory To ContinueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Sep 08Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 63% to JP¥1,545. The fair value is estimated to be JP¥1,249, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 13%.分析記事 • Sep 03Investors Appear Satisfied With Mbs Inc's (TSE:1401) Prospects As Shares Rocket 26%Mbs Inc ( TSE:1401 ) shares have continued their recent momentum with a 26% gain in the last month alone. The last...Reported Earnings • Sep 02Full year 2025 earnings released: EPS: JP¥64.92 (vs JP¥53.93 in FY 2024)Full year 2025 results: EPS: JP¥64.92 (up from JP¥53.93 in FY 2024). Revenue: JP¥4.71b (up 8.2% from FY 2024). Net income: JP¥472.0m (up 17% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 02Mbs Inc to Report Q1, 2026 Results on Oct 14, 2025Mbs Inc announced that they will report Q1, 2026 results on Oct 14, 2025Reported Earnings • Jul 16Full year 2025 earnings released: EPS: JP¥64.92 (vs JP¥53.93 in FY 2024)Full year 2025 results: EPS: JP¥64.92 (up from JP¥53.93 in FY 2024). Revenue: JP¥4.71b (up 8.2% from FY 2024). Net income: JP¥472.0m (up 17% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 14Mbs Inc, Annual General Meeting, Aug 28, 2025Mbs Inc, Annual General Meeting, Aug 28, 2025.分析記事 • Jun 21Mbs Inc (TSE:1401) Looks Just Right With A 39% Price JumpMbs Inc ( TSE:1401 ) shares have continued their recent momentum with a 39% gain in the last month alone. Looking back...Buy Or Sell Opportunity • Jun 17Now 46% overvalued after recent price riseOver the last 90 days, the stock has risen 98% to JP¥1,400. The fair value is estimated to be JP¥956, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 13%.New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (JP¥7.90b market cap, or US$54.9m).分析記事 • Jun 10A Look At The Fair Value Of Mbs Inc (TSE:1401)Key Insights Using the 2 Stage Free Cash Flow to Equity, Mbs fair value estimate is JP¥956 With JP¥947 share price, Mbs...Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥947, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 101% over the past three years.お知らせ • May 24Mbs Inc to Report Fiscal Year 2025 Results on Jul 14, 2025Mbs Inc announced that they will report fiscal year 2025 results on Jul 14, 2025Upcoming Dividend • May 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. The company last paid an ordinary dividend in January 2023. The average dividend yield among industry peers is 1.7%.分析記事 • May 07Mbs Inc (TSE:1401) Stock Rockets 31% But Many Are Still Ignoring The CompanyMbs Inc ( TSE:1401 ) shareholders would be excited to see that the share price has had a great month, posting a 31...お知らせ • Apr 16Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.38% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. The program will be valid till April 15, 2026. As of April 15, 2025, the company had 7,231,994 issued shares (excluding treasury stock) and 500,006 treasury shares.Reported Earnings • Apr 12Third quarter 2025 earnings released: EPS: JP¥16.72 (vs JP¥12.10 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.72 (up from JP¥12.10 in 3Q 2024). Revenue: JP¥1.13b (up 12% from 3Q 2024). Net income: JP¥121.0m (up 34% from 3Q 2024). Profit margin: 11% (up from 8.9% 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 13% per year whereas the company’s share price has increased by 11% per year.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥598, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 21% over the past three years.分析記事 • Apr 08Mbs' (TSE:1401) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jan 21Solid Earnings May Not Tell The Whole Story For Mbs (TSE:1401)Mbs Inc's ( TSE:1401 ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...Reported Earnings • Jan 15Second quarter 2025 earnings released: EPS: JP¥23.56 (vs JP¥15.05 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.56 (up from JP¥15.05 in 2Q 2024). Revenue: JP¥1.43b (up 30% from 2Q 2024). Net income: JP¥172.0m (up 52% from 2Q 2024). Profit margin: 12% (up from 10% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 08Mbs Inc to Report Q2, 2025 Results on Jan 15, 2025Mbs Inc announced that they will report Q2, 2025 results on Jan 15, 2025New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥5.22b market cap, or US$34.0m).Reported Earnings • Oct 18First quarter 2025 earnings released: EPS: JP¥4.76 (vs JP¥11.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥4.76 (down from JP¥11.15 in 1Q 2024). Revenue: JP¥809.0m (down 22% from 1Q 2024). Net income: JP¥35.0m (down 58% from 1Q 2024). Profit margin: 4.3% (down from 8.1% in 1Q 2024). 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 whereas the company’s share price has increased by 10% per year.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥678, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 38% over the past three years.分析記事 • Oct 07Even With A 29% Surge, Cautious Investors Are Not Rewarding Mbs Inc's (TSE:1401) Performance CompletelyMbs Inc ( TSE:1401 ) shareholders would be excited to see that the share price has had a great month, posting a 29...Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥846, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 67% over the past three years.分析記事 • Aug 23Investors Continue Waiting On Sidelines For Mbs Inc (TSE:1401)It's not a stretch to say that Mbs Inc's ( TSE:1401 ) price-to-earnings (or "P/E") ratio of 12.3x right now seems quite...お知らせ • Aug 20Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.36% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.36% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will be valid till May 15, 2025. As of August 20, 2024, the company had 7,331,994 issued shares (excluding treasury stock) and 400,006 treasury shares.お知らせ • Aug 14Mbs Inc to Report Q1, 2025 Results on Oct 15, 2024Mbs Inc announced that they will report Q1, 2025 results on Oct 15, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥565, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 6.6% over the past three years.分析記事 • Jul 19Mbs' (TSE:1401) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for Mbs Inc's ( TSE:1401 ) stock hasn't moved much. Our analysis...Reported Earnings • Jul 16Full year 2024 earnings released: EPS: JP¥53.93 (vs JP¥42.53 in FY 2023)Full year 2024 results: EPS: JP¥53.93 (up from JP¥42.53 in FY 2023). Revenue: JP¥4.36b (up 8.8% from FY 2023). Net income: JP¥403.0m (up 25% from FY 2023). Profit margin: 9.3% (up from 8.0% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 13Mbs Inc, Annual General Meeting, Aug 29, 2024Mbs Inc, Annual General Meeting, Aug 29, 2024.Upcoming Dividend • May 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.7%).お知らせ • May 23Mbs Inc to Report Fiscal Year 2024 Results on Jul 12, 2024Mbs Inc announced that they will report fiscal year 2024 results on Jul 12, 2024お知らせ • Apr 17Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.35% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.35% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will be valid till May 15, 2025. As of April 15, 2024, the company had 7,432,000 issued shares (excluding treasury stock) and 300,000 treasury shares. On April 16, 2024, the company corrected the expiry date to April 15, 2025.Reported Earnings • Apr 14Third quarter 2024 earnings released: EPS: JP¥12.10 (vs JP¥9.27 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.10 (up from JP¥9.27 in 3Q 2023). Revenue: JP¥1.01b (up 9.9% from 3Q 2023). Net income: JP¥90.0m (up 29% from 3Q 2023). Profit margin: 8.9% (up from 7.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 06Investors Will Want Mbs' (TSE:1401) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...お知らせ • Feb 28Mbs Inc to Report Q3, 2024 Results on Apr 12, 2024Mbs Inc announced that they will report Q3, 2024 results on Apr 12, 2024Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥744, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 23% over the past three years.Reported Earnings • Jan 16Second quarter 2024 earnings released: EPS: JP¥15.05 (vs JP¥11.61 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.05 (up from JP¥11.61 in 2Q 2023). Revenue: JP¥1.11b (up 2.8% from 2Q 2023). Net income: JP¥113.0m (up 28% from 2Q 2023). Profit margin: 10% (up from 8.2% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 03Mbs Inc to Report Q2, 2024 Results on Jan 12, 2024Mbs Inc announced that they will report Q2, 2024 results on Jan 12, 2024お知らせ • Oct 21Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.33% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.33% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will be valid till May 24, 2024. As of October 20, 2023, the company had 7,532,000 issued shares (excluding treasury stock) and 200,000 treasury shares.Reported Earnings • Oct 15First quarter 2024 earnings released: EPS: JP¥11.15 (vs JP¥2.49 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.15 (up from JP¥2.49 in 1Q 2023). Revenue: JP¥1.04b (up 48% from 1Q 2023). Net income: JP¥84.0m (up 342% from 1Q 2023). Profit margin: 8.1% (up from 2.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 05Full year 2023 earnings released: EPS: JP¥42.53 (vs JP¥42.27 in FY 2022)Full year 2023 results: EPS: JP¥42.53. Revenue: JP¥4.00b (flat on FY 2022). Net income: JP¥322.0m (flat on FY 2022). Profit margin: 8.0% (down from 8.1% in FY 2022).お知らせ • Aug 20Mbs Inc to Report Q1, 2024 Results on Oct 13, 2023Mbs Inc announced that they will report Q1, 2024 results on Oct 13, 2023Reported Earnings • Jul 17Full year 2023 earnings released: EPS: JP¥42.53 (vs JP¥42.27 in FY 2022)Full year 2023 results: EPS: JP¥42.53. Revenue: JP¥4.00b (flat on FY 2022). Net income: JP¥322.0m (flat on FY 2022). Profit margin: 8.0% (down from 8.1% in FY 2022).お知らせ • Jul 16Mbs Inc, Annual General Meeting, Aug 30, 2023Mbs Inc, Annual General Meeting, Aug 30, 2023.お知らせ • May 26Mbs Inc to Report Fiscal Year 2023 Results on Jul 14, 2023Mbs Inc announced that they will report fiscal year 2023 results on Jul 14, 2023Upcoming Dividend • May 23Upcoming dividend of JP¥6.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).Reported Earnings • Apr 15Third quarter 2023 earnings released: EPS: JP¥9.27 (vs JP¥7.94 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.27 (up from JP¥7.94 in 3Q 2022). Revenue: JP¥922.0m (down 1.6% from 3Q 2022). Net income: JP¥70.0m (up 15% from 3Q 2022). Profit margin: 7.6% (up from 6.5% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Jan 14Second quarter 2023 earnings released: EPS: JP¥11.61 (vs JP¥11.29 in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.61 (up from JP¥11.29 in 2Q 2022). Revenue: JP¥1.08b (up 4.6% from 2Q 2022). Net income: JP¥88.0m (up 1.1% from 2Q 2022). Profit margin: 8.2% (down from 8.5% 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 8% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.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. 2 experienced directors. 6 highly experienced directors. No independent directors (7 non-independent directors). Chief of Corporate Planning & Director Masaki Kuriyama was the last director to join the board, commencing their role in 2011. 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 • Nov 13Mbs Inc to Report Q2, 2023 Results on Jan 13, 2023Mbs Inc announced that they will report Q2, 2023 results on Jan 13, 2023Reported Earnings • Oct 15First quarter 2023 earnings released: EPS: JP¥2.49 (vs JP¥0.26 in 1Q 2022)First quarter 2023 results: EPS: JP¥2.49 (up from JP¥0.26 in 1Q 2022). Revenue: JP¥700.0m (up 7.0% from 1Q 2022). Net income: JP¥19.0m (up JP¥17.0m from 1Q 2022). Profit margin: 2.7% (up from 0.3% in 1Q 2022). 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 but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 04Full year 2022 earnings released: EPS: JP¥42.27 (vs JP¥37.12 in FY 2021)Full year 2022 results: EPS: JP¥42.27 (up from JP¥37.12 in FY 2021). Revenue: JP¥4.03b (up 17% from FY 2021). Net income: JP¥325.0m (up 13% from FY 2021). Profit margin: 8.1% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 16Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.31% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.31% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will be valid till May 20, 2023. As of July 15, 2022, the company had 7,632,000 issued shares (excluding treasury stock) and 100,000 treasury sharesお知らせ • Jul 15Mbs Inc, Annual General Meeting, Aug 30, 2022Mbs Inc, Annual General Meeting, Aug 30, 2022.Reported Earnings • Jul 15Full year 2022 earnings released: EPS: JP¥42.27 (vs JP¥37.12 in FY 2021)Full year 2022 results: EPS: JP¥42.27 (up from JP¥37.12 in FY 2021). Revenue: JP¥4.03b (up 17% from FY 2021). Net income: JP¥325.0m (up 13% from FY 2021). Profit margin: 8.1% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • May 26Mbs Inc to Report Fiscal Year 2022 Results on Jul 13, 2022Mbs Inc announced that they will report fiscal year 2022 results on Jul 13, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. No independent directors (7 non-independent directors). Chief of Corporate Planning & Director Masaki Kuriyama was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 14Third quarter 2022 earnings released: EPS: JP¥7.94 (vs JP¥14.10 in 3Q 2021)Third quarter 2022 results: EPS: JP¥7.94 (down from JP¥14.10 in 3Q 2021). Revenue: JP¥937.0m (up 47% from 3Q 2021). Net income: JP¥61.0m (down 44% from 3Q 2021). Profit margin: 6.5% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 16Mbs Inc to Report Q3, 2022 Results on Apr 13, 2022Mbs Inc announced that they will report Q3, 2022 results on Apr 13, 2022Reported Earnings • Jan 14Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥11.29 (up from JP¥6.98 in 2Q 2021). Revenue: JP¥1.03b (up 30% from 2Q 2021). Net income: JP¥87.0m (up 61% from 2Q 2021). Profit margin: 8.5% (up from 6.8% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 14First quarter 2022 earnings released: EPS JP¥0.26 (vs JP¥0.13 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥654.0m (up 25% from 1Q 2021). Net income: JP¥2.00m (up 100% from 1Q 2021). Profit margin: 0.3% (up from 0.2% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Reported Earnings • Jul 16Full year 2021 earnings released: EPS JP¥37.12 (vs JP¥31.07 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥3.44b (up 2.8% from FY 2020). Net income: JP¥287.0m (up 26% from FY 2020). Profit margin: 8.3% (up from 6.8% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥634, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 58% over the past three years.Reported Earnings • Apr 16Third quarter 2021 earnings released: EPS JP¥14.10 (vs JP¥7.81 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¥636.0m (down 20% from 3Q 2020). Net income: JP¥109.0m (up 91% from 3Q 2020). Profit margin: 17% (up from 7.2% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 19Mbs Inc to Report Q3, 2021 Results on Apr 13, 2021Mbs Inc announced that they will report Q3, 2021 results on Apr 13, 2021Reported Earnings • Jan 15Second quarter 2021 earnings released: EPS JP¥6.98The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥790.0m (down 23% from 2Q 2020). Net income: JP¥54.0m (down 47% from 2Q 2020). Profit margin: 6.8% (down from 10.0% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥709, the stock is trading at a trailing P/E ratio of 26.4x, up from the previous P/E ratio of 22.4x. This compares to an average P/E of 13x in the Consumer Durables industry in Japan. Total return to shareholders over the past three years is a loss of 11%.Is New 90 Day High Low • Dec 22New 90-day low: JP¥595The company is down 16% from its price of JP¥712 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 18% over the same period.お知らせ • Nov 20Mbs Inc to Report Q2, 2021 Results on Jan 13, 2021Mbs Inc announced that they will report Q2, 2021 results on Jan 13, 2021お知らせ • Aug 31Mbs Inc to Report Q1, 2021 Results on Oct 14, 2020Mbs Inc announced that they will report Q1, 2021 results on Oct 14, 2020株主還元1401JP Consumer DurablesJP 市場7D0.7%-0.2%1.2%1Y63.0%13.0%42.1%株主還元を見る業界別リターン: 1401過去 1 年間で13 % の収益を上げたJP Consumer Durables業界を上回りました。リターン対市場: 1401過去 1 年間で42.1 % の収益を上げたJP市場を上回りました。価格変動Is 1401's price volatile compared to industry and market?1401 volatility1401 Average Weekly Movement3.6%Consumer Durables Industry Average Movement3.9%Market Average Movement5.0%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.5%安定した株価: 1401 、 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: 1401の 週次ボラティリティ ( 4% ) 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199394Takashi Yamamotowww.homemakeup.co.jp株式会社エムブスは日本でリノベーションサービスを提供しています。同社は、住宅やビルの外装・内装リフォームサービスを提供している。また、美観を回復させるとともに、様々な環境に対応し建物を保護するシステム「ホームメイク」、スケルトン防災塗装工事、内装・水廻り・外装の新築・増改築・リフォームシステム「工事部」、カメラ付き携帯電話で工程ごとに建物の施工状況を撮影し、インターネット上のサーバーにメールで送信する「モバプロチェック」などを提供している。このほか、建築工事の請負、機能性絵画の開発・販売、コンサルティングなども行っている。Mbs社は1993年に設立され、本社は宇部市にある。もっと見るMbs Inc 基礎のまとめMbs の収益と売上を時価総額と比較するとどうか。1401 基礎統計学時価総額JP¥9.41b収益（TTM）JP¥523.00m売上高(TTM)JP¥4.76b18.0xPER（株価収益率2.0xP/Sレシオ1401 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1401 損益計算書（TTM）収益JP¥4.76b売上原価JP¥3.15b売上総利益JP¥1.60bその他の費用JP¥1.08b収益JP¥523.00m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）72.79グロス・マージン33.68%純利益率11.00%有利子負債／自己資本比率0%1401 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/05/25 17:18終値2026/05/25 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Mbs Inc 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Upcoming Dividend • May 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. The company last paid an ordinary dividend in January 2023. The average dividend yield among industry peers is 1.7%.
お知らせ • May 12Mbs Inc to Report Fiscal Year 2026 Results on Jul 13, 2026Mbs Inc announced that they will report fiscal year 2026 results on Jul 13, 2026
Reported Earnings • Apr 14Third quarter 2026 earnings released: EPS: JP¥17.60 (vs JP¥16.72 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.60 (up from JP¥16.72 in 3Q 2025). Revenue: JP¥1.06b (down 6.4% from 3Q 2025). Net income: JP¥122.0m (flat on 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 03Mbs Inc to Report Q3, 2026 Results on Apr 13, 2026Mbs Inc announced that they will report Q3, 2026 results on Apr 13, 2026
分析記事 • Jan 21Mbs' (TSE:1401) Earnings May Just Be The Starting PointEven though Mbs Inc's ( TSE:1401 ) recent earnings release was robust, the market didn't seem to notice. Investors are...
分析記事 • Jan 19We Like These Underlying Return On Capital Trends At Mbs (TSE:1401)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • May 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. The company last paid an ordinary dividend in January 2023. The average dividend yield among industry peers is 1.7%.
お知らせ • May 12Mbs Inc to Report Fiscal Year 2026 Results on Jul 13, 2026Mbs Inc announced that they will report fiscal year 2026 results on Jul 13, 2026
Reported Earnings • Apr 14Third quarter 2026 earnings released: EPS: JP¥17.60 (vs JP¥16.72 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.60 (up from JP¥16.72 in 3Q 2025). Revenue: JP¥1.06b (down 6.4% from 3Q 2025). Net income: JP¥122.0m (flat on 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 03Mbs Inc to Report Q3, 2026 Results on Apr 13, 2026Mbs Inc announced that they will report Q3, 2026 results on Apr 13, 2026
分析記事 • Jan 21Mbs' (TSE:1401) Earnings May Just Be The Starting PointEven though Mbs Inc's ( TSE:1401 ) recent earnings release was robust, the market didn't seem to notice. Investors are...
分析記事 • Jan 19We Like These Underlying Return On Capital Trends At Mbs (TSE:1401)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jan 19Earnings Tell The Story For Mbs Inc (TSE:1401) As Its Stock Soars 27%The Mbs Inc ( TSE:1401 ) share price has done very well over the last month, posting an excellent gain of 27%. The...
Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥23.57 (vs JP¥23.56 in 2Q 2025)Second quarter 2026 results: EPS: JP¥23.57. Revenue: JP¥1.26b (down 12% from 2Q 2025). Net income: JP¥165.0m (down 4.1% from 2Q 2025). Profit margin: 13% (up from 12% in 2Q 2025). The increase in margin was driven by lower expenses.
お知らせ • Nov 07Mbs Inc to Report Q2, 2026 Results on Jan 14, 2026Mbs Inc announced that they will report Q2, 2026 results on Jan 14, 2026
お知らせ • Oct 16Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.42% for ¥150 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.42% of its issued share capital (excluding treasury stock), for a total purchase price of ¥150 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. The program will be valid till November 20, 2025. As of October 16, 2025, the company has 7,031,951 issued shares (excluding treasury stock) and 700,049 treasury shares.
Reported Earnings • Oct 15First quarter 2026 earnings released: EPS: JP¥12.95 (vs JP¥4.76 in 1Q 2025)First quarter 2026 results: EPS: JP¥12.95 (up from JP¥4.76 in 1Q 2025). Revenue: JP¥1.10b (up 36% from 1Q 2025). Net income: JP¥92.0m (up 163% from 1Q 2025). Profit margin: 8.4% (up from 4.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 03Mbs (TSE:1401) Shareholders Will Want The ROCE Trajectory To ContinueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Sep 08Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 63% to JP¥1,545. The fair value is estimated to be JP¥1,249, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 13%.
分析記事 • Sep 03Investors Appear Satisfied With Mbs Inc's (TSE:1401) Prospects As Shares Rocket 26%Mbs Inc ( TSE:1401 ) shares have continued their recent momentum with a 26% gain in the last month alone. The last...
Reported Earnings • Sep 02Full year 2025 earnings released: EPS: JP¥64.92 (vs JP¥53.93 in FY 2024)Full year 2025 results: EPS: JP¥64.92 (up from JP¥53.93 in FY 2024). Revenue: JP¥4.71b (up 8.2% from FY 2024). Net income: JP¥472.0m (up 17% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 02Mbs Inc to Report Q1, 2026 Results on Oct 14, 2025Mbs Inc announced that they will report Q1, 2026 results on Oct 14, 2025
Reported Earnings • Jul 16Full year 2025 earnings released: EPS: JP¥64.92 (vs JP¥53.93 in FY 2024)Full year 2025 results: EPS: JP¥64.92 (up from JP¥53.93 in FY 2024). Revenue: JP¥4.71b (up 8.2% from FY 2024). Net income: JP¥472.0m (up 17% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 14Mbs Inc, Annual General Meeting, Aug 28, 2025Mbs Inc, Annual General Meeting, Aug 28, 2025.
分析記事 • Jun 21Mbs Inc (TSE:1401) Looks Just Right With A 39% Price JumpMbs Inc ( TSE:1401 ) shares have continued their recent momentum with a 39% gain in the last month alone. Looking back...
Buy Or Sell Opportunity • Jun 17Now 46% overvalued after recent price riseOver the last 90 days, the stock has risen 98% to JP¥1,400. The fair value is estimated to be JP¥956, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 13%.
New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (JP¥7.90b market cap, or US$54.9m).
分析記事 • Jun 10A Look At The Fair Value Of Mbs Inc (TSE:1401)Key Insights Using the 2 Stage Free Cash Flow to Equity, Mbs fair value estimate is JP¥956 With JP¥947 share price, Mbs...
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥947, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 101% over the past three years.
お知らせ • May 24Mbs Inc to Report Fiscal Year 2025 Results on Jul 14, 2025Mbs Inc announced that they will report fiscal year 2025 results on Jul 14, 2025
Upcoming Dividend • May 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. The company last paid an ordinary dividend in January 2023. The average dividend yield among industry peers is 1.7%.
分析記事 • May 07Mbs Inc (TSE:1401) Stock Rockets 31% But Many Are Still Ignoring The CompanyMbs Inc ( TSE:1401 ) shareholders would be excited to see that the share price has had a great month, posting a 31...
お知らせ • Apr 16Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.38% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. The program will be valid till April 15, 2026. As of April 15, 2025, the company had 7,231,994 issued shares (excluding treasury stock) and 500,006 treasury shares.
Reported Earnings • Apr 12Third quarter 2025 earnings released: EPS: JP¥16.72 (vs JP¥12.10 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.72 (up from JP¥12.10 in 3Q 2024). Revenue: JP¥1.13b (up 12% from 3Q 2024). Net income: JP¥121.0m (up 34% from 3Q 2024). Profit margin: 11% (up from 8.9% 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 13% per year whereas the company’s share price has increased by 11% per year.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥598, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 21% over the past three years.
分析記事 • Apr 08Mbs' (TSE:1401) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Jan 21Solid Earnings May Not Tell The Whole Story For Mbs (TSE:1401)Mbs Inc's ( TSE:1401 ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...
Reported Earnings • Jan 15Second quarter 2025 earnings released: EPS: JP¥23.56 (vs JP¥15.05 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.56 (up from JP¥15.05 in 2Q 2024). Revenue: JP¥1.43b (up 30% from 2Q 2024). Net income: JP¥172.0m (up 52% from 2Q 2024). Profit margin: 12% (up from 10% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 08Mbs Inc to Report Q2, 2025 Results on Jan 15, 2025Mbs Inc announced that they will report Q2, 2025 results on Jan 15, 2025
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥5.22b market cap, or US$34.0m).
Reported Earnings • Oct 18First quarter 2025 earnings released: EPS: JP¥4.76 (vs JP¥11.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥4.76 (down from JP¥11.15 in 1Q 2024). Revenue: JP¥809.0m (down 22% from 1Q 2024). Net income: JP¥35.0m (down 58% from 1Q 2024). Profit margin: 4.3% (down from 8.1% in 1Q 2024). 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 whereas the company’s share price has increased by 10% per year.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥678, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 38% over the past three years.
分析記事 • Oct 07Even With A 29% Surge, Cautious Investors Are Not Rewarding Mbs Inc's (TSE:1401) Performance CompletelyMbs Inc ( TSE:1401 ) shareholders would be excited to see that the share price has had a great month, posting a 29...
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥846, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 67% over the past three years.
分析記事 • Aug 23Investors Continue Waiting On Sidelines For Mbs Inc (TSE:1401)It's not a stretch to say that Mbs Inc's ( TSE:1401 ) price-to-earnings (or "P/E") ratio of 12.3x right now seems quite...
お知らせ • Aug 20Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.36% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.36% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will be valid till May 15, 2025. As of August 20, 2024, the company had 7,331,994 issued shares (excluding treasury stock) and 400,006 treasury shares.
お知らせ • Aug 14Mbs Inc to Report Q1, 2025 Results on Oct 15, 2024Mbs Inc announced that they will report Q1, 2025 results on Oct 15, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥565, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 6.6% over the past three years.
分析記事 • Jul 19Mbs' (TSE:1401) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for Mbs Inc's ( TSE:1401 ) stock hasn't moved much. Our analysis...
Reported Earnings • Jul 16Full year 2024 earnings released: EPS: JP¥53.93 (vs JP¥42.53 in FY 2023)Full year 2024 results: EPS: JP¥53.93 (up from JP¥42.53 in FY 2023). Revenue: JP¥4.36b (up 8.8% from FY 2023). Net income: JP¥403.0m (up 25% from FY 2023). Profit margin: 9.3% (up from 8.0% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 13Mbs Inc, Annual General Meeting, Aug 29, 2024Mbs Inc, Annual General Meeting, Aug 29, 2024.
Upcoming Dividend • May 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.7%).
お知らせ • May 23Mbs Inc to Report Fiscal Year 2024 Results on Jul 12, 2024Mbs Inc announced that they will report fiscal year 2024 results on Jul 12, 2024
お知らせ • Apr 17Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.35% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.35% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will be valid till May 15, 2025. As of April 15, 2024, the company had 7,432,000 issued shares (excluding treasury stock) and 300,000 treasury shares. On April 16, 2024, the company corrected the expiry date to April 15, 2025.
Reported Earnings • Apr 14Third quarter 2024 earnings released: EPS: JP¥12.10 (vs JP¥9.27 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.10 (up from JP¥9.27 in 3Q 2023). Revenue: JP¥1.01b (up 9.9% from 3Q 2023). Net income: JP¥90.0m (up 29% from 3Q 2023). Profit margin: 8.9% (up from 7.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 06Investors Will Want Mbs' (TSE:1401) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
お知らせ • Feb 28Mbs Inc to Report Q3, 2024 Results on Apr 12, 2024Mbs Inc announced that they will report Q3, 2024 results on Apr 12, 2024
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥744, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 23% over the past three years.
Reported Earnings • Jan 16Second quarter 2024 earnings released: EPS: JP¥15.05 (vs JP¥11.61 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.05 (up from JP¥11.61 in 2Q 2023). Revenue: JP¥1.11b (up 2.8% from 2Q 2023). Net income: JP¥113.0m (up 28% from 2Q 2023). Profit margin: 10% (up from 8.2% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 03Mbs Inc to Report Q2, 2024 Results on Jan 12, 2024Mbs Inc announced that they will report Q2, 2024 results on Jan 12, 2024
お知らせ • Oct 21Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.33% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.33% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will be valid till May 24, 2024. As of October 20, 2023, the company had 7,532,000 issued shares (excluding treasury stock) and 200,000 treasury shares.
Reported Earnings • Oct 15First quarter 2024 earnings released: EPS: JP¥11.15 (vs JP¥2.49 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.15 (up from JP¥2.49 in 1Q 2023). Revenue: JP¥1.04b (up 48% from 1Q 2023). Net income: JP¥84.0m (up 342% from 1Q 2023). Profit margin: 8.1% (up from 2.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 05Full year 2023 earnings released: EPS: JP¥42.53 (vs JP¥42.27 in FY 2022)Full year 2023 results: EPS: JP¥42.53. Revenue: JP¥4.00b (flat on FY 2022). Net income: JP¥322.0m (flat on FY 2022). Profit margin: 8.0% (down from 8.1% in FY 2022).
お知らせ • Aug 20Mbs Inc to Report Q1, 2024 Results on Oct 13, 2023Mbs Inc announced that they will report Q1, 2024 results on Oct 13, 2023
Reported Earnings • Jul 17Full year 2023 earnings released: EPS: JP¥42.53 (vs JP¥42.27 in FY 2022)Full year 2023 results: EPS: JP¥42.53. Revenue: JP¥4.00b (flat on FY 2022). Net income: JP¥322.0m (flat on FY 2022). Profit margin: 8.0% (down from 8.1% in FY 2022).
お知らせ • Jul 16Mbs Inc, Annual General Meeting, Aug 30, 2023Mbs Inc, Annual General Meeting, Aug 30, 2023.
お知らせ • May 26Mbs Inc to Report Fiscal Year 2023 Results on Jul 14, 2023Mbs Inc announced that they will report fiscal year 2023 results on Jul 14, 2023
Upcoming Dividend • May 23Upcoming dividend of JP¥6.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
Reported Earnings • Apr 15Third quarter 2023 earnings released: EPS: JP¥9.27 (vs JP¥7.94 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.27 (up from JP¥7.94 in 3Q 2022). Revenue: JP¥922.0m (down 1.6% from 3Q 2022). Net income: JP¥70.0m (up 15% from 3Q 2022). Profit margin: 7.6% (up from 6.5% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Jan 14Second quarter 2023 earnings released: EPS: JP¥11.61 (vs JP¥11.29 in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.61 (up from JP¥11.29 in 2Q 2022). Revenue: JP¥1.08b (up 4.6% from 2Q 2022). Net income: JP¥88.0m (up 1.1% from 2Q 2022). Profit margin: 8.2% (down from 8.5% 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 8% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
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. 2 experienced directors. 6 highly experienced directors. No independent directors (7 non-independent directors). Chief of Corporate Planning & Director Masaki Kuriyama was the last director to join the board, commencing their role in 2011. 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 • Nov 13Mbs Inc to Report Q2, 2023 Results on Jan 13, 2023Mbs Inc announced that they will report Q2, 2023 results on Jan 13, 2023
Reported Earnings • Oct 15First quarter 2023 earnings released: EPS: JP¥2.49 (vs JP¥0.26 in 1Q 2022)First quarter 2023 results: EPS: JP¥2.49 (up from JP¥0.26 in 1Q 2022). Revenue: JP¥700.0m (up 7.0% from 1Q 2022). Net income: JP¥19.0m (up JP¥17.0m from 1Q 2022). Profit margin: 2.7% (up from 0.3% in 1Q 2022). 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 but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 04Full year 2022 earnings released: EPS: JP¥42.27 (vs JP¥37.12 in FY 2021)Full year 2022 results: EPS: JP¥42.27 (up from JP¥37.12 in FY 2021). Revenue: JP¥4.03b (up 17% from FY 2021). Net income: JP¥325.0m (up 13% from FY 2021). Profit margin: 8.1% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 16Mbs Inc (TSE:1401) announces an Equity Buyback for 100,000 shares, representing 1.31% for ¥100 million.Mbs Inc (TSE:1401) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.31% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will be valid till May 20, 2023. As of July 15, 2022, the company had 7,632,000 issued shares (excluding treasury stock) and 100,000 treasury shares
お知らせ • Jul 15Mbs Inc, Annual General Meeting, Aug 30, 2022Mbs Inc, Annual General Meeting, Aug 30, 2022.
Reported Earnings • Jul 15Full year 2022 earnings released: EPS: JP¥42.27 (vs JP¥37.12 in FY 2021)Full year 2022 results: EPS: JP¥42.27 (up from JP¥37.12 in FY 2021). Revenue: JP¥4.03b (up 17% from FY 2021). Net income: JP¥325.0m (up 13% from FY 2021). Profit margin: 8.1% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • May 26Mbs Inc to Report Fiscal Year 2022 Results on Jul 13, 2022Mbs Inc announced that they will report fiscal year 2022 results on Jul 13, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. No independent directors (7 non-independent directors). Chief of Corporate Planning & Director Masaki Kuriyama was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 14Third quarter 2022 earnings released: EPS: JP¥7.94 (vs JP¥14.10 in 3Q 2021)Third quarter 2022 results: EPS: JP¥7.94 (down from JP¥14.10 in 3Q 2021). Revenue: JP¥937.0m (up 47% from 3Q 2021). Net income: JP¥61.0m (down 44% from 3Q 2021). Profit margin: 6.5% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 16Mbs Inc to Report Q3, 2022 Results on Apr 13, 2022Mbs Inc announced that they will report Q3, 2022 results on Apr 13, 2022
Reported Earnings • Jan 14Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥11.29 (up from JP¥6.98 in 2Q 2021). Revenue: JP¥1.03b (up 30% from 2Q 2021). Net income: JP¥87.0m (up 61% from 2Q 2021). Profit margin: 8.5% (up from 6.8% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 14First quarter 2022 earnings released: EPS JP¥0.26 (vs JP¥0.13 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥654.0m (up 25% from 1Q 2021). Net income: JP¥2.00m (up 100% from 1Q 2021). Profit margin: 0.3% (up from 0.2% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Jul 16Full year 2021 earnings released: EPS JP¥37.12 (vs JP¥31.07 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥3.44b (up 2.8% from FY 2020). Net income: JP¥287.0m (up 26% from FY 2020). Profit margin: 8.3% (up from 6.8% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥634, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Apr 16Third quarter 2021 earnings released: EPS JP¥14.10 (vs JP¥7.81 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¥636.0m (down 20% from 3Q 2020). Net income: JP¥109.0m (up 91% from 3Q 2020). Profit margin: 17% (up from 7.2% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 19Mbs Inc to Report Q3, 2021 Results on Apr 13, 2021Mbs Inc announced that they will report Q3, 2021 results on Apr 13, 2021
Reported Earnings • Jan 15Second quarter 2021 earnings released: EPS JP¥6.98The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥790.0m (down 23% from 2Q 2020). Net income: JP¥54.0m (down 47% from 2Q 2020). Profit margin: 6.8% (down from 10.0% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥709, the stock is trading at a trailing P/E ratio of 26.4x, up from the previous P/E ratio of 22.4x. This compares to an average P/E of 13x in the Consumer Durables industry in Japan. Total return to shareholders over the past three years is a loss of 11%.
Is New 90 Day High Low • Dec 22New 90-day low: JP¥595The company is down 16% from its price of JP¥712 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 18% over the same period.
お知らせ • Nov 20Mbs Inc to Report Q2, 2021 Results on Jan 13, 2021Mbs Inc announced that they will report Q2, 2021 results on Jan 13, 2021
お知らせ • Aug 31Mbs Inc to Report Q1, 2021 Results on Oct 14, 2020Mbs Inc announced that they will report Q1, 2021 results on Oct 14, 2020
