Medical System Network（4350）株式概要株式会社メディカルシステムネットワークは、その子会社とともに日本で医薬品事業を行っている。 詳細4350 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金3/6報酬株価収益率（ 12.6 x） JP市場（ 13.6 x）を下回っています。リスク分析過去5年間で収益は年間16.9%減少しました。 負債は営業キャッシュフローで十分にカバーされていない 意味のある時価総額がありません ( ¥13B )財務結果に影響を与える大きな一時的項目 +1 さらなるリスクすべてのリスクチェックを見る4350 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¥461.000.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-895m166b2016201920222025202620282031Revenue JP¥166.4bEarnings JP¥1.3bAdvancedSet Fair ValueView all narrativesMedical System Network Co., Ltd. 競合他社Satudora HoldingsLtdSymbol: TSE:3544Market cap: JP¥17.3bMedical Ikkou GroupLtdSymbol: TSE:3353Market cap: JP¥10.3bYAKUODO HOLDINGSSymbol: TSE:7679Market cap: JP¥31.6bMiahelsa HoldingsSymbol: TSE:7129Market cap: JP¥3.2b価格と性能株価の高値、安値、推移の概要Medical System Network過去の株価現在の株価JP¥461.0052週高値JP¥558.0052週安値JP¥433.00ベータ0.501ヶ月の変化-9.25%3ヶ月変化-15.10%1年変化-0.86%3年間の変化20.68%5年間の変化-37.70%IPOからの変化243.07%最新ニュースお知らせ • Jun 13Medical System Network Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Medical System Network Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥36.61 (vs JP¥43.18 in FY 2025)Full year 2026 results: EPS: JP¥36.61 (down from JP¥43.18 in FY 2025). Revenue: JP¥132.2b (up 8.0% from FY 2025). Net income: JP¥1.07b (down 15% from FY 2025). Profit margin: 0.8% (down from 1.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • May 08+ 1 more updateMedical System Network Co., Ltd., Annual General Meeting, Jun 23, 2026Medical System Network Co., Ltd., Annual General Meeting, Jun 23, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥19.09 (vs JP¥42.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥19.09 (down from JP¥42.36 in 3Q 2025). Revenue: JP¥34.8b (up 8.4% from 3Q 2025). Net income: JP¥558.0m (down 55% from 3Q 2025). Profit margin: 1.6% (down from 3.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Dec 10Medical System Network Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Medical System Network Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026最新情報をもっと見るRecent updatesお知らせ • Jun 13Medical System Network Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Medical System Network Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥36.61 (vs JP¥43.18 in FY 2025)Full year 2026 results: EPS: JP¥36.61 (down from JP¥43.18 in FY 2025). Revenue: JP¥132.2b (up 8.0% from FY 2025). Net income: JP¥1.07b (down 15% from FY 2025). Profit margin: 0.8% (down from 1.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • May 08+ 1 more updateMedical System Network Co., Ltd., Annual General Meeting, Jun 23, 2026Medical System Network Co., Ltd., Annual General Meeting, Jun 23, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥19.09 (vs JP¥42.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥19.09 (down from JP¥42.36 in 3Q 2025). Revenue: JP¥34.8b (up 8.4% from 3Q 2025). Net income: JP¥558.0m (down 55% from 3Q 2025). Profit margin: 1.6% (down from 3.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Dec 10Medical System Network Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Medical System Network Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026分析記事 • Dec 09Medical System Network (TSE:4350) Has Announced A Dividend Of ¥6.00Medical System Network Co., Ltd.'s ( TSE:4350 ) investors are due to receive a payment of ¥6.00 per share on 25th of...Declared Dividend • Dec 09First half dividend of JP¥6.00 announcedDividend of JP¥6.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.5% EPS decline seen over the last 5 years.分析記事 • Nov 20We Think Medical System Network's (TSE:4350) Robust Earnings Are ConservativeEven though Medical System Network Co., Ltd.'s ( TSE:4350 ) recent earnings release was robust, the market didn't seem...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥12.80 (vs JP¥1.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.80 (up from JP¥1.27 in 2Q 2025). Revenue: JP¥32.8b (up 8.0% from 2Q 2025). Net income: JP¥374.0m (up JP¥337.0m from 2Q 2025). Profit margin: 1.1% (up from 0.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).分析記事 • Sep 04Medical System Network (TSE:4350) Has Affirmed Its Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 9th of...お知らせ • Sep 04Medical System Network Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Medical System Network Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥2.67 (vs JP¥5.82 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.67 (down from JP¥5.82 in 1Q 2025). Revenue: JP¥31.1b (up 5.7% from 1Q 2025). Net income: JP¥78.0m (down 54% from 1Q 2025). Profit margin: 0.3% (down from 0.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Jul 23Medical System Network (TSE:4350) Is Due To Pay A Dividend Of ¥6.00Medical System Network Co., Ltd.'s ( TSE:4350 ) investors are due to receive a payment of ¥6.00 per share on 9th of...分析記事 • Jul 09Medical System Network's (TSE:4350) Dividend Will Be ¥6.00Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend of ¥6.00 per share on the 9th...Declared Dividend • Jul 09Final dividend of JP¥6.00 announcedDividend of JP¥6.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥43.18 (vs JP¥61.86 in FY 2024)Full year 2025 results: EPS: JP¥43.18 (down from JP¥61.86 in FY 2024). Revenue: JP¥122.4b (up 6.1% from FY 2024). Net income: JP¥1.26b (down 32% from FY 2024). Profit margin: 1.0% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jun 03Medical System Network Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Medical System Network Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • May 21Medical System Network's (TSE:4350) Conservative Accounting Might Explain Soft EarningsMedical System Network Co., Ltd.'s ( TSE:4350 ) earnings announcement last week didn't impress shareholders. While the...Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥43.18 (vs JP¥61.86 in FY 2024)Full year 2025 results: EPS: JP¥43.18 (down from JP¥61.86 in FY 2024). Revenue: JP¥122.4b (up 6.1% from FY 2024). Net income: JP¥1.26b (down 32% from FY 2024). Profit margin: 1.0% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 09Medical System Network Co., Ltd., Annual General Meeting, Jun 24, 2025Medical System Network Co., Ltd., Annual General Meeting, Jun 24, 2025.分析記事 • May 07Medical System Network Co., Ltd.'s (TSE:4350) Price Is Right But Growth Is Lacking After Shares Rocket 29%Medical System Network Co., Ltd. ( TSE:4350 ) shares have had a really impressive month, gaining 29% after a shaky...Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥456, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total loss to shareholders of 7.4% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).分析記事 • Mar 04Medical System Network (TSE:4350) Will Pay A Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 23rd of...お知らせ • Mar 04Medical System Network Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Medical System Network Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥42.36 (vs JP¥27.57 in 3Q 2024)Third quarter 2025 results: EPS: JP¥42.36 (up from JP¥27.57 in 3Q 2024). Revenue: JP¥32.1b (up 8.1% from 3Q 2024). Net income: JP¥1.24b (up 49% from 3Q 2024). Profit margin: 3.9% (up from 2.8% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.分析記事 • Dec 10Medical System Network's (TSE:4350) Dividend Will Be ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 23rd of...Declared Dividend • Dec 10First half dividend of JP¥6.00 announcedDividend of JP¥6.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Dec 06Medical System Network Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Medical System Network Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 19Medical System Network's (TSE:4350) Conservative Accounting Might Explain Soft EarningsSoft earnings didn't appear to concern Medical System Network Co., Ltd.'s ( TSE:4350 ) shareholders over the last week...Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥1.27 (vs JP¥23.63 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.27 (down from JP¥23.63 in 2Q 2024). Revenue: JP¥30.3b (up 5.3% from 2Q 2024). Net income: JP¥37.0m (down 95% from 2Q 2024). Profit margin: 0.1% (down from 2.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year and the company’s share price has also fallen by 15% per year.Upcoming Dividend • Sep 20Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).分析記事 • Sep 05Medical System Network (TSE:4350) Has Affirmed Its Dividend Of ¥6.00Medical System Network Co., Ltd.'s ( TSE:4350 ) investors are due to receive a payment of ¥6.00 per share on 11th of...お知らせ • Sep 05Medical System Network Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Medical System Network Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024分析記事 • Aug 12Medical System Network (TSE:4350) Has Announced A Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend of ¥6.00 per share...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥5.82 (vs JP¥4.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.82 (up from JP¥4.90 in 1Q 2024). Revenue: JP¥29.4b (up 6.4% from 1Q 2024). Net income: JP¥170.0m (up 15% from 1Q 2024). Profit margin: 0.6% (up from 0.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 21% per year.分析記事 • Aug 05Investors Give Medical System Network Co., Ltd. (TSE:4350) Shares A 28% HidingUnfortunately for some shareholders, the Medical System Network Co., Ltd. ( TSE:4350 ) share price has dived 28% in the...New Risk • Aug 05New 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 6.4% 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 High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (JP¥12.0b market cap, or US$84.2m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥410, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Consumer Retailing industry in Japan. Total loss to shareholders of 40% over the past three years.New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.1b (US$95.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥14.1b market cap, or US$95.1m).分析記事 • Jul 26Medical System Network (TSE:4350) Is Paying Out A Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 11th of...分析記事 • Jul 12Medical System Network (TSE:4350) Has Announced A Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 11th of...Declared Dividend • Jul 11Final dividend of JP¥6.00 announcedDividend of JP¥6.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 26Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥61.86 (up from JP¥53.35 in FY 2023). Revenue: JP¥115.4b (up 5.3% from FY 2023). Net income: JP¥1.86b (up 16% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.分析記事 • May 21Shareholders Can Be Confident That Medical System Network's (TSE:4350) Earnings Are High QualityThe subdued stock price reaction suggests that Medical System Network Co., Ltd.'s ( TSE:4350 ) strong earnings didn't...Reported Earnings • May 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥61.86 (up from JP¥53.35 in FY 2023). Revenue: JP¥115.4b (up 5.3% from FY 2023). Net income: JP¥1.86b (up 16% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • May 12Medical System Network Co., Ltd., Annual General Meeting, Jun 20, 2024Medical System Network Co., Ltd., Annual General Meeting, Jun 20, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).お知らせ • Mar 06Medical System Network Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Medical System Network Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024分析記事 • Feb 27Medical System Network (TSE:4350) Has Affirmed Its Dividend Of ¥6.00Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend of ¥6.00 per share on the 24th...お知らせ • Feb 19Medical System Network Co., Ltd. (TSE:4350) announces an Equity Buyback for 950,000 shares, for ¥555.75 million.Medical System Network Co., Ltd. (TSE:4350) announces a share repurchase program. Under the program, the company will repurchase 950,000 shares, representing 3.11% of its share capital, for ¥555.75 million. The shares will be repurchased at a price of ¥585 per share. The company will repurchase its shares in order to enable flexible capital policy implementation in response to changes in the business environment. The program will run until February 19, 2024. As of December 31, 2023, the company had 30,579,545 shares outstanding (excluding treasury shares) and 63,055 shares in treasury.Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥27.57 (vs JP¥22.96 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.57 (up from JP¥22.96 in 3Q 2023). Revenue: JP¥29.7b (up 4.1% from 3Q 2023). Net income: JP¥832.0m (up 20% from 3Q 2023). Profit margin: 2.8% (up from 2.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.New Risk • Jan 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks High level of debt (107% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Dec 08Medical System Network Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Medical System Network Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Major Estimate Revision • Nov 24Consensus EPS estimates increase by 73%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥36.40 to JP¥63.00. Revenue forecast steady at JP¥114.2b. Net income forecast to grow 4.1% next year vs 7.4% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥420 to JP¥600. Share price rose 14% to JP¥577 over the past week.Price Target Changed • Nov 22Price target increased by 50% to JP¥600Up from JP¥400, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥577. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥63.00 for next year compared to JP¥53.35 last year.Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥23.63 (vs JP¥13.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.63 (up from JP¥13.62 in 2Q 2023). Revenue: JP¥28.8b (up 6.5% from 2Q 2023). Net income: JP¥713.0m (up 74% from 2Q 2023). Profit margin: 2.5% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥550, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Consumer Retailing industry in Japan. Total loss to shareholders of 4.7% over the past three years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).お知らせ • Sep 13Medical System Network Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Medical System Network Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥4.90 (vs JP¥3.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.90 (up from JP¥3.02 in 1Q 2023). Revenue: JP¥27.7b (up 5.2% from 1Q 2023). Net income: JP¥148.0m (up 63% from 1Q 2023). Profit margin: 0.5% (up from 0.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 28Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥53.35 (down from JP¥79.35 in FY 2022). Revenue: JP¥109.6b (up 2.7% from FY 2022). Net income: JP¥1.61b (down 33% from FY 2022). Profit margin: 1.5% (down from 2.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jun 14Medical System Network Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Medical System Network Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Buying Opportunity • May 10Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be JP¥535, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.お知らせ • May 10Medical System Network Co., Ltd., Annual General Meeting, Jun 21, 2023Medical System Network Co., Ltd., Annual General Meeting, Jun 21, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥22.96 (vs JP¥23.63 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.96 (down from JP¥23.63 in 3Q 2022). Revenue: JP¥28.5b (up 3.0% from 3Q 2022). Net income: JP¥693.0m (down 2.8% from 3Q 2022). Profit margin: 2.4% (down from 2.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 04+ 1 more updateMedical System Network Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Medical System Network Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales to be JPY 110,000 million, operating profit to be JPY 3,500 million, profit attributable to owners of parent to be JPY 1,750 million and earnings per share JPY 57.99.お知らせ • Dec 10Medical System Network Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023Medical System Network Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 2 independent directors (10 non-independent directors). Independent Outside Director Toshiko Ibe was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥13.62 (vs JP¥28.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥13.62 (down from JP¥28.10 in 2Q 2022). Revenue: JP¥27.0b (up 3.0% from 2Q 2022). Net income: JP¥411.0m (down 52% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Nov 05Medical System Network Co., Ltd. Provides Earnings Guidance for Full Year Ending March 31, 2023Medical System Network Co., Ltd. Provides Earnings Guidance for Full Year Ending March 31, 2023. For the year, the company expects net sales of JPY 110,000 million, operating profit to be JPY 3,500 million, Profit attributable to owners of parent to be JPY 1,750 million and earnings per share to be JPY 57.99. For the year, the company expects net sales of JPY 110,000 million, operating profit to be JPY 3,500 million, Profit attributable to owners of parent to be JPY 1,750 million and earnings per share to be JPY 57.99.Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 13 December 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Sep 07Medical System Network Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Medical System Network Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022Reported Earnings • Aug 08First quarter 2023 earnings released: EPS: JP¥3.02 (vs JP¥19.33 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.02 (down from JP¥19.33 in 1Q 2022). Revenue: JP¥26.3b (up 1.5% from 1Q 2022). Net income: JP¥91.0m (down 84% from 1Q 2022). Profit margin: 0.3% (down from 2.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.8%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Aug 06+ 1 more updateMedical System Network Co., Ltd. Provides Earnings Guidance for the First Half Ending September 30, 2022 and Full Year Ending March 31, 2023Medical System Network Co., Ltd. provided earnings guidance for the first half ending September 30, 2022 and full tear ending March 31, 2023. For the first half, the company expects net sales of JPY 53,460 million, operating profit to be JPY 1,120 million, Profit attributable to owners of parent to be ¥590 million and earnings per share to be JPY 19.55.For the year, the company expects net sales of JPY 110,000 million, operating profit to be JPY 3,500 million, Profit attributable to owners of parent to be JPY 1,750 million and earnings per share to be JPY 57.99.お知らせ • Jun 08Medical System Network Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Medical System Network Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Major Estimate Revision • May 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥79.50 to JP¥64.60 per share. Revenue forecast steady at JP¥109.9b. Net income forecast to shrink 19% next year vs 9.2% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥1,000 to JP¥900. Share price fell 13% to JP¥438 over the past week.Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥79.35 (up from JP¥72.51 in FY 2021). Revenue: JP¥106.7b (up 2.3% from FY 2021). Net income: JP¥2.39b (up 8.9% from FY 2021). Profit margin: 2.2% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 3.0%, compared to a 20% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 08+ 3 more updatesMedical System Network Co., Ltd. Provides Dividend Guidance for the Second Quarter of 2023Medical System Network Co., Ltd. provided dividend guidance of JPY 6.00 per share for the second quarter of 2023 against JPY 5.00 per share for the same period a year ago.お知らせ • May 06Medical System Network Co., Ltd., Annual General Meeting, Jun 22, 2022Medical System Network Co., Ltd., Annual General Meeting, Jun 22, 2022.Price Target Changed • Apr 27Price target decreased to JP¥1,000Down from JP¥1,100, the current price target is provided by 1 analyst. New target price is 98% above last closing price of JP¥505. Stock is down 37% over the past year. The company is forecast to post earnings per share of JP¥77.90 for next year compared to JP¥72.51 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Outside Director Toshiko Ibe was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07Medical System Network Co., Ltd. to Report Fiscal Year 2022 Results on May 06, 2022Medical System Network Co., Ltd. announced that they will report fiscal year 2022 results on May 06, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Major Estimate Revision • Feb 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥69.60 to JP¥77.90. Revenue forecast steady at JP¥106.5b. Net income forecast to grow 2.5% next year vs 8.5% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,100 to JP¥1,000. Share price fell 4.7% to JP¥522 over the past week.株主還元4350JP Consumer RetailingJP 市場7D-2.5%-0.5%-0.8%1Y-0.9%-10.6%44.4%株主還元を見る業界別リターン: 4350過去 1 年間で-10.6 % の収益を上げたJP Consumer Retailing業界を上回りました。リターン対市場: 4350は、過去 1 年間で44.4 % のリターンを上げたJP市場を下回りました。価格変動Is 4350's price volatile compared to industry and market?4350 volatility4350 Average Weekly Movement4.5%Consumer Retailing Industry Average Movement3.2%Market Average Movement4.4%10% most volatile stocks in JP Market9.2%10% least volatile stocks in JP Market2.2%安定した株価: 4350 、 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: 4350の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19993,860Inao Tajiriwww.msnw.co.jpメディカルシステムネットワーク株式会社は、子会社とともに日本で医薬品事業を展開している。同社は4つのセグメントを通じて事業を展開している：地域薬局ネットワーク事業」、「レンタル・機器関連事業」、「学校給食事業」、「その他事業」の4つの事業を展開。かかりつけ薬局・薬剤師、在宅訪問・緩和ケア、予防・未病・健康支援サービス、医薬品サプライチェーンマネジメント、移動在庫処理、薬剤師教育支援、その他関連サービス、ジェネリック医薬品の製造・販売、医薬品物流、医薬品プラットフォームの開発などを行っている。また、高齢者向け住宅サービス、医療モール開発、医師の新規開業支援、医療機関・高齢者向け住宅の建設設計・施工、医療機器リースなど、医療・食・住のインフラも提供している。また、病院や福祉施設での毎日の食事の提供や、専門的な介護・相談サービスの提供も行っている。同社は1999年に法人化され、札幌に本社を置く。もっと見るMedical System Network Co., Ltd. 基礎のまとめMedical System Network の収益と売上を時価総額と比較するとどうか。4350 基礎統計学時価総額JP¥13.47b収益（TTM）JP¥1.07b売上高(TTM)JP¥132.19b12.6xPER（株価収益率0.1xP/Sレシオ4350 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4350 損益計算書（TTM）収益JP¥132.19b売上原価JP¥78.44b売上総利益JP¥53.75bその他の費用JP¥52.68b収益JP¥1.07b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）36.61グロス・マージン40.66%純利益率0.81%有利子負債／自己資本比率183.4%4350 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.6%現在の配当利回り33%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/26 22:56終値2026/06/26 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Medical System Network Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Masao YoshidaIchiyoshi Research Institute Inc.Keiji EbaraMarusan Securities Co. Ltd.Hidekatsu WatanabeMizuho Securities Co., Ltd.1 その他のアナリストを表示
お知らせ • Jun 13Medical System Network Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Medical System Network Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥36.61 (vs JP¥43.18 in FY 2025)Full year 2026 results: EPS: JP¥36.61 (down from JP¥43.18 in FY 2025). Revenue: JP¥132.2b (up 8.0% from FY 2025). Net income: JP¥1.07b (down 15% from FY 2025). Profit margin: 0.8% (down from 1.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • May 08+ 1 more updateMedical System Network Co., Ltd., Annual General Meeting, Jun 23, 2026Medical System Network Co., Ltd., Annual General Meeting, Jun 23, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥19.09 (vs JP¥42.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥19.09 (down from JP¥42.36 in 3Q 2025). Revenue: JP¥34.8b (up 8.4% from 3Q 2025). Net income: JP¥558.0m (down 55% from 3Q 2025). Profit margin: 1.6% (down from 3.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Dec 10Medical System Network Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Medical System Network Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
お知らせ • Jun 13Medical System Network Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Medical System Network Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥36.61 (vs JP¥43.18 in FY 2025)Full year 2026 results: EPS: JP¥36.61 (down from JP¥43.18 in FY 2025). Revenue: JP¥132.2b (up 8.0% from FY 2025). Net income: JP¥1.07b (down 15% from FY 2025). Profit margin: 0.8% (down from 1.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • May 08+ 1 more updateMedical System Network Co., Ltd., Annual General Meeting, Jun 23, 2026Medical System Network Co., Ltd., Annual General Meeting, Jun 23, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥19.09 (vs JP¥42.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥19.09 (down from JP¥42.36 in 3Q 2025). Revenue: JP¥34.8b (up 8.4% from 3Q 2025). Net income: JP¥558.0m (down 55% from 3Q 2025). Profit margin: 1.6% (down from 3.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Dec 10Medical System Network Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Medical System Network Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
分析記事 • Dec 09Medical System Network (TSE:4350) Has Announced A Dividend Of ¥6.00Medical System Network Co., Ltd.'s ( TSE:4350 ) investors are due to receive a payment of ¥6.00 per share on 25th of...
Declared Dividend • Dec 09First half dividend of JP¥6.00 announcedDividend of JP¥6.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.5% EPS decline seen over the last 5 years.
分析記事 • Nov 20We Think Medical System Network's (TSE:4350) Robust Earnings Are ConservativeEven though Medical System Network Co., Ltd.'s ( TSE:4350 ) recent earnings release was robust, the market didn't seem...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥12.80 (vs JP¥1.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.80 (up from JP¥1.27 in 2Q 2025). Revenue: JP¥32.8b (up 8.0% from 2Q 2025). Net income: JP¥374.0m (up JP¥337.0m from 2Q 2025). Profit margin: 1.1% (up from 0.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
分析記事 • Sep 04Medical System Network (TSE:4350) Has Affirmed Its Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 9th of...
お知らせ • Sep 04Medical System Network Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Medical System Network Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥2.67 (vs JP¥5.82 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.67 (down from JP¥5.82 in 1Q 2025). Revenue: JP¥31.1b (up 5.7% from 1Q 2025). Net income: JP¥78.0m (down 54% from 1Q 2025). Profit margin: 0.3% (down from 0.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Jul 23Medical System Network (TSE:4350) Is Due To Pay A Dividend Of ¥6.00Medical System Network Co., Ltd.'s ( TSE:4350 ) investors are due to receive a payment of ¥6.00 per share on 9th of...
分析記事 • Jul 09Medical System Network's (TSE:4350) Dividend Will Be ¥6.00Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend of ¥6.00 per share on the 9th...
Declared Dividend • Jul 09Final dividend of JP¥6.00 announcedDividend of JP¥6.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥43.18 (vs JP¥61.86 in FY 2024)Full year 2025 results: EPS: JP¥43.18 (down from JP¥61.86 in FY 2024). Revenue: JP¥122.4b (up 6.1% from FY 2024). Net income: JP¥1.26b (down 32% from FY 2024). Profit margin: 1.0% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jun 03Medical System Network Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Medical System Network Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • May 21Medical System Network's (TSE:4350) Conservative Accounting Might Explain Soft EarningsMedical System Network Co., Ltd.'s ( TSE:4350 ) earnings announcement last week didn't impress shareholders. While the...
Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥43.18 (vs JP¥61.86 in FY 2024)Full year 2025 results: EPS: JP¥43.18 (down from JP¥61.86 in FY 2024). Revenue: JP¥122.4b (up 6.1% from FY 2024). Net income: JP¥1.26b (down 32% from FY 2024). Profit margin: 1.0% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 09Medical System Network Co., Ltd., Annual General Meeting, Jun 24, 2025Medical System Network Co., Ltd., Annual General Meeting, Jun 24, 2025.
分析記事 • May 07Medical System Network Co., Ltd.'s (TSE:4350) Price Is Right But Growth Is Lacking After Shares Rocket 29%Medical System Network Co., Ltd. ( TSE:4350 ) shares have had a really impressive month, gaining 29% after a shaky...
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥456, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total loss to shareholders of 7.4% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
分析記事 • Mar 04Medical System Network (TSE:4350) Will Pay A Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 23rd of...
お知らせ • Mar 04Medical System Network Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Medical System Network Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥42.36 (vs JP¥27.57 in 3Q 2024)Third quarter 2025 results: EPS: JP¥42.36 (up from JP¥27.57 in 3Q 2024). Revenue: JP¥32.1b (up 8.1% from 3Q 2024). Net income: JP¥1.24b (up 49% from 3Q 2024). Profit margin: 3.9% (up from 2.8% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.
分析記事 • Dec 10Medical System Network's (TSE:4350) Dividend Will Be ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 23rd of...
Declared Dividend • Dec 10First half dividend of JP¥6.00 announcedDividend of JP¥6.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 06Medical System Network Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Medical System Network Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 19Medical System Network's (TSE:4350) Conservative Accounting Might Explain Soft EarningsSoft earnings didn't appear to concern Medical System Network Co., Ltd.'s ( TSE:4350 ) shareholders over the last week...
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥1.27 (vs JP¥23.63 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.27 (down from JP¥23.63 in 2Q 2024). Revenue: JP¥30.3b (up 5.3% from 2Q 2024). Net income: JP¥37.0m (down 95% from 2Q 2024). Profit margin: 0.1% (down from 2.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year and the company’s share price has also fallen by 15% per year.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
分析記事 • Sep 05Medical System Network (TSE:4350) Has Affirmed Its Dividend Of ¥6.00Medical System Network Co., Ltd.'s ( TSE:4350 ) investors are due to receive a payment of ¥6.00 per share on 11th of...
お知らせ • Sep 05Medical System Network Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Medical System Network Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
分析記事 • Aug 12Medical System Network (TSE:4350) Has Announced A Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend of ¥6.00 per share...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥5.82 (vs JP¥4.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.82 (up from JP¥4.90 in 1Q 2024). Revenue: JP¥29.4b (up 6.4% from 1Q 2024). Net income: JP¥170.0m (up 15% from 1Q 2024). Profit margin: 0.6% (up from 0.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 21% per year.
分析記事 • Aug 05Investors Give Medical System Network Co., Ltd. (TSE:4350) Shares A 28% HidingUnfortunately for some shareholders, the Medical System Network Co., Ltd. ( TSE:4350 ) share price has dived 28% in the...
New Risk • Aug 05New 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 6.4% 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 High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (JP¥12.0b market cap, or US$84.2m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥410, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Consumer Retailing industry in Japan. Total loss to shareholders of 40% over the past three years.
New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.1b (US$95.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥14.1b market cap, or US$95.1m).
分析記事 • Jul 26Medical System Network (TSE:4350) Is Paying Out A Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 11th of...
分析記事 • Jul 12Medical System Network (TSE:4350) Has Announced A Dividend Of ¥6.00The board of Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend on the 11th of...
Declared Dividend • Jul 11Final dividend of JP¥6.00 announcedDividend of JP¥6.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 26Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥61.86 (up from JP¥53.35 in FY 2023). Revenue: JP¥115.4b (up 5.3% from FY 2023). Net income: JP¥1.86b (up 16% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
分析記事 • May 21Shareholders Can Be Confident That Medical System Network's (TSE:4350) Earnings Are High QualityThe subdued stock price reaction suggests that Medical System Network Co., Ltd.'s ( TSE:4350 ) strong earnings didn't...
Reported Earnings • May 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥61.86 (up from JP¥53.35 in FY 2023). Revenue: JP¥115.4b (up 5.3% from FY 2023). Net income: JP¥1.86b (up 16% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • May 12Medical System Network Co., Ltd., Annual General Meeting, Jun 20, 2024Medical System Network Co., Ltd., Annual General Meeting, Jun 20, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).
お知らせ • Mar 06Medical System Network Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Medical System Network Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
分析記事 • Feb 27Medical System Network (TSE:4350) Has Affirmed Its Dividend Of ¥6.00Medical System Network Co., Ltd. ( TSE:4350 ) has announced that it will pay a dividend of ¥6.00 per share on the 24th...
お知らせ • Feb 19Medical System Network Co., Ltd. (TSE:4350) announces an Equity Buyback for 950,000 shares, for ¥555.75 million.Medical System Network Co., Ltd. (TSE:4350) announces a share repurchase program. Under the program, the company will repurchase 950,000 shares, representing 3.11% of its share capital, for ¥555.75 million. The shares will be repurchased at a price of ¥585 per share. The company will repurchase its shares in order to enable flexible capital policy implementation in response to changes in the business environment. The program will run until February 19, 2024. As of December 31, 2023, the company had 30,579,545 shares outstanding (excluding treasury shares) and 63,055 shares in treasury.
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥27.57 (vs JP¥22.96 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.57 (up from JP¥22.96 in 3Q 2023). Revenue: JP¥29.7b (up 4.1% from 3Q 2023). Net income: JP¥832.0m (up 20% from 3Q 2023). Profit margin: 2.8% (up from 2.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.
New Risk • Jan 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks High level of debt (107% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Dec 08Medical System Network Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Medical System Network Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Major Estimate Revision • Nov 24Consensus EPS estimates increase by 73%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥36.40 to JP¥63.00. Revenue forecast steady at JP¥114.2b. Net income forecast to grow 4.1% next year vs 7.4% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥420 to JP¥600. Share price rose 14% to JP¥577 over the past week.
Price Target Changed • Nov 22Price target increased by 50% to JP¥600Up from JP¥400, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥577. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥63.00 for next year compared to JP¥53.35 last year.
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥23.63 (vs JP¥13.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.63 (up from JP¥13.62 in 2Q 2023). Revenue: JP¥28.8b (up 6.5% from 2Q 2023). Net income: JP¥713.0m (up 74% from 2Q 2023). Profit margin: 2.5% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥550, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Consumer Retailing industry in Japan. Total loss to shareholders of 4.7% over the past three years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
お知らせ • Sep 13Medical System Network Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Medical System Network Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥4.90 (vs JP¥3.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.90 (up from JP¥3.02 in 1Q 2023). Revenue: JP¥27.7b (up 5.2% from 1Q 2023). Net income: JP¥148.0m (up 63% from 1Q 2023). Profit margin: 0.5% (up from 0.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 28Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥53.35 (down from JP¥79.35 in FY 2022). Revenue: JP¥109.6b (up 2.7% from FY 2022). Net income: JP¥1.61b (down 33% from FY 2022). Profit margin: 1.5% (down from 2.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jun 14Medical System Network Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Medical System Network Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Buying Opportunity • May 10Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be JP¥535, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
お知らせ • May 10Medical System Network Co., Ltd., Annual General Meeting, Jun 21, 2023Medical System Network Co., Ltd., Annual General Meeting, Jun 21, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥22.96 (vs JP¥23.63 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.96 (down from JP¥23.63 in 3Q 2022). Revenue: JP¥28.5b (up 3.0% from 3Q 2022). Net income: JP¥693.0m (down 2.8% from 3Q 2022). Profit margin: 2.4% (down from 2.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 04+ 1 more updateMedical System Network Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Medical System Network Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales to be JPY 110,000 million, operating profit to be JPY 3,500 million, profit attributable to owners of parent to be JPY 1,750 million and earnings per share JPY 57.99.
お知らせ • Dec 10Medical System Network Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023Medical System Network Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 2 independent directors (10 non-independent directors). Independent Outside Director Toshiko Ibe was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥13.62 (vs JP¥28.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥13.62 (down from JP¥28.10 in 2Q 2022). Revenue: JP¥27.0b (up 3.0% from 2Q 2022). Net income: JP¥411.0m (down 52% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Nov 05Medical System Network Co., Ltd. Provides Earnings Guidance for Full Year Ending March 31, 2023Medical System Network Co., Ltd. Provides Earnings Guidance for Full Year Ending March 31, 2023. For the year, the company expects net sales of JPY 110,000 million, operating profit to be JPY 3,500 million, Profit attributable to owners of parent to be JPY 1,750 million and earnings per share to be JPY 57.99. For the year, the company expects net sales of JPY 110,000 million, operating profit to be JPY 3,500 million, Profit attributable to owners of parent to be JPY 1,750 million and earnings per share to be JPY 57.99.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 13 December 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Sep 07Medical System Network Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Medical System Network Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
Reported Earnings • Aug 08First quarter 2023 earnings released: EPS: JP¥3.02 (vs JP¥19.33 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.02 (down from JP¥19.33 in 1Q 2022). Revenue: JP¥26.3b (up 1.5% from 1Q 2022). Net income: JP¥91.0m (down 84% from 1Q 2022). Profit margin: 0.3% (down from 2.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.8%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Aug 06+ 1 more updateMedical System Network Co., Ltd. Provides Earnings Guidance for the First Half Ending September 30, 2022 and Full Year Ending March 31, 2023Medical System Network Co., Ltd. provided earnings guidance for the first half ending September 30, 2022 and full tear ending March 31, 2023. For the first half, the company expects net sales of JPY 53,460 million, operating profit to be JPY 1,120 million, Profit attributable to owners of parent to be ¥590 million and earnings per share to be JPY 19.55.For the year, the company expects net sales of JPY 110,000 million, operating profit to be JPY 3,500 million, Profit attributable to owners of parent to be JPY 1,750 million and earnings per share to be JPY 57.99.
お知らせ • Jun 08Medical System Network Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Medical System Network Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Major Estimate Revision • May 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥79.50 to JP¥64.60 per share. Revenue forecast steady at JP¥109.9b. Net income forecast to shrink 19% next year vs 9.2% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥1,000 to JP¥900. Share price fell 13% to JP¥438 over the past week.
Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥79.35 (up from JP¥72.51 in FY 2021). Revenue: JP¥106.7b (up 2.3% from FY 2021). Net income: JP¥2.39b (up 8.9% from FY 2021). Profit margin: 2.2% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 3.0%, compared to a 20% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 08+ 3 more updatesMedical System Network Co., Ltd. Provides Dividend Guidance for the Second Quarter of 2023Medical System Network Co., Ltd. provided dividend guidance of JPY 6.00 per share for the second quarter of 2023 against JPY 5.00 per share for the same period a year ago.
お知らせ • May 06Medical System Network Co., Ltd., Annual General Meeting, Jun 22, 2022Medical System Network Co., Ltd., Annual General Meeting, Jun 22, 2022.
Price Target Changed • Apr 27Price target decreased to JP¥1,000Down from JP¥1,100, the current price target is provided by 1 analyst. New target price is 98% above last closing price of JP¥505. Stock is down 37% over the past year. The company is forecast to post earnings per share of JP¥77.90 for next year compared to JP¥72.51 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Outside Director Toshiko Ibe was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07Medical System Network Co., Ltd. to Report Fiscal Year 2022 Results on May 06, 2022Medical System Network Co., Ltd. announced that they will report fiscal year 2022 results on May 06, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Major Estimate Revision • Feb 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥69.60 to JP¥77.90. Revenue forecast steady at JP¥106.5b. Net income forecast to grow 2.5% next year vs 8.5% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,100 to JP¥1,000. Share price fell 4.7% to JP¥522 over the past week.
