View Future GrowthMbs 過去の業績過去 基準チェック /56Mbsは、平均年間14.1%の収益成長を遂げていますが、 Consumer Durables業界の収益は、年間 成長しています。収益は、平均年間2.8% 7%収益成長率で 成長しています。 Mbsの自己資本利益率は14%であり、純利益率は11%です。主要情報14.06%収益成長率15.82%EPS成長率Consumer Durables 業界の成長6.80%収益成長率7.03%株主資本利益率14.03%ネット・マージン11.00%次回の業績アップデート13 Jul 2026最近の業績更新お知らせ • 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...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すべての更新を表示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収支内訳Mbs の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:1401 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費28 Feb 264,756523855030 Nov 254,828522854031 Aug 255,001529859031 May 254,713472837028 Feb 254,571444842030 Nov 244,453413826031 Aug 244,126354810031 May 244,356403815029 Feb 244,464432775030 Nov 234,373412783031 Aug 234,343387789031 May 234,004322777028 Feb 234,108352782030 Nov 224,123343762031 Aug 224,076342740031 May 224,030325732028 Feb 224,110273742130 Nov 213,809321736131 Aug 213,571288728131 May 213,439287731128 Feb 212,793203694030 Nov 202,949151689031 Aug 203,181199696031 May 203,345227696029 Feb 203,474331697230 Nov 193,366306697231 Aug 193,418312685231 May 193,340301675228 Feb 193,3892686611830 Nov 183,3012826491831 Aug 182,8732336271831 May 183,0172856041828 Feb 182,878247595630 Nov 172,848225570631 Aug 172,920246547631 May 172,660207528628 Feb 172,4671865091230 Nov 162,4572144981231 Aug 162,2961974761231 May 162,1141644481229 Feb 162,0141344132430 Nov 151,8951203862431 Aug 151,8101113712431 May 151,84915435324質の高い収益: 1401は 高品質の収益 を持っています。利益率の向上: 1401の現在の純利益率 (11%)は、昨年(9.7%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1401の収益は過去 5 年間で年間14.1%増加しました。成長の加速: 1401の過去 1 年間の収益成長率 ( 17.8% ) は、5 年間の平均 ( 年間14.1%を上回っています。収益対業界: 1401の過去 1 年間の収益成長率 ( 17.8% ) はConsumer Durables業界17.8%を上回りました。株主資本利益率高いROE: 1401の 自己資本利益率 ( 14% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health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2026/05/22 15:08終値2026/05/22 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
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...
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
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