View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTACLtd 将来の成長Future 基準チェック /06現在、 TACLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Services 収益成長11.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Feb 08+ 1 more updateTAC Co.,Ltd. Provides Consolidated Earnings Guidance for the Year 2023TAC Co.,Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 20,450 million, operating profit of JPY 650 million, profit attributable to owners of parent JPY 400 million and basic earnings per share of JPY 21.62.お知らせ • Feb 08TAC Co.,Ltd. Provides Earning Guidance for the Year Ending March 31, 2022TAC Co.,Ltd. provided earning guidance for the year ending March 31, 2022. For the period, the company expects net sales of JPY 20,500 million, operating profit of JPY 600 million, ordinary profit of JPY 578 million, profit attributable to owners of parent JPY 380 million and profit per share JPY 20.54.お知らせ • May 16+ 1 more updateTac Co.,Ltd. Provides Consolidated and Non-Consolidated Earnings Guidance for the Six Months Ending September 30, 2021 and Year Ending March 31, 2022TAC Co.,Ltd. provided consolidated and non-consolidated earnings guidance for the six months ending September 30, 2021 and year ending March 31, 2022. For the six months ending September 30, 2021, on non-consolidated basis, expects net sales of JPY 10,600 million, operating income of JPY 960 million, profit of JPY 659 million and net income per share of JPY 35.61. For the full year ending March 31, 2022, on non-consolidated basis, expects net sales of JPY 19,800 million, operating income of JPY 500 million, profit attributable to owners of parent of JPY 340 million and net income per share of JPY 18.37. For the six months ending September 30, 2021, on consolidated basis, expects net sales of JPY 10,940 million, operating profit of JPY 1,000 million, profit of JPY 659 million and profit per share of JPY 35.61. For the full year ending March 31, 2022, on consolidated basis, expects net sales of JPY 20,500 million, operating profit of JPY 600 million, profit of JPY 380 million and profit per share of JPY 20.54.すべての更新を表示Recent updatesReported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥12.75 (vs JP¥20.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.75 (down from JP¥20.97 in 2Q 2025). Revenue: JP¥4.97b (down 2.8% from 2Q 2025). Net income: JP¥231.2m (down 39% from 2Q 2025). Profit margin: 4.7% (down from 7.4% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 25TAC Co.,Ltd. to Report Q2, 2026 Results on Nov 06, 2025TAC Co.,Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥17.43 (vs JP¥10.85 in 1Q 2025)First quarter 2026 results: EPS: JP¥17.43 (up from JP¥10.85 in 1Q 2025). Revenue: JP¥5.38b (up 7.2% from 1Q 2025). Net income: JP¥316.0m (up 61% from 1Q 2025). Profit margin: 5.9% (up from 3.9% 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 22% per year whereas the company’s share price has increased by 18% per year.New Risk • Aug 07New 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 9.8% 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 Risks Share price has been highly volatile over the past 3 months (9.8% average weekly change). Earnings have declined by 16% per year over the past 5 years. Minor Risks 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¥5.78b market cap, or US$39.3m).Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 39%After last week's 39% share price gain to JP¥319, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total returns to shareholders of 63% over the past three years.お知らせ • Aug 07Tomoki Saito proposed to acquire an additional 63.63% stake in TAC Co.,Ltd. (TSE:4319) for ¥4.0 billion.Tomoki Saito proposed to acquire an additional 63.63% stake in TAC Co.,Ltd. (TSE:4319) for ¥4.0 billion on August 6, 2025. A cash consideration of ¥4.04 billion valued at ¥350 per share will be paid by the buyer. As part of consideration, ¥4.04 billion is paid towards common equity of TAC Co.,Ltd. The transaction will be financed through senior debt of ¥6.5 billion. The transaction is subject to approval of merger agreement by target board and minimum tender. The Board of Directors of TAC Co.,Ltd. formed a special committee for the transaction. The deal has been approved by the board. The expected completion of the transaction is September 19, 2025. If Tomoki Saito is unable to acquire the shares in the offer, then Tomoki Saito will request TAC Co.,Ltd. to carry out the share consolidation after the tender offer is completed and implement the squeeze-out procedures. The squeeze-out procedures are expected to be completed around late December 2025. TMI Associates acted as legal advisor for TAC Co.,Ltd. AGS Consulting Co., Ltd. acted as financial advisor for TAC Co.,Ltd. Tomoki Saito appointed Clifix FAS Co., Ltd. and Clifix certified public tax accountant corporation to perform financial and tax due diligence. Daiwa Securities Co., Ltd. acted as a financial advisor while City Yuwa Law acted as a legal advisor to Tomoki Saito. Daiwa Securities Co., Ltd. also acted as a tender offer agent.Declared Dividend • Jul 09Final dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.2%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥25.75 (up from JP¥12.08 loss in FY 2024). Revenue: JP¥19.2b (up 1.0% from FY 2024). Net income: JP¥467.0m (up JP¥686.0m from FY 2024). Profit margin: 2.4% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jun 26TAC Co.,Ltd. to Report Q1, 2026 Results on Aug 06, 2025TAC Co.,Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025Reported Earnings • May 21Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥25.75 (up from JP¥12.08 loss in FY 2024). Revenue: JP¥19.2b (up 1.0% from FY 2024). Net income: JP¥467.0m (up JP¥686.0m from FY 2024). Profit margin: 2.4% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 15TAC Co.,Ltd., Annual General Meeting, Jun 25, 2025TAC Co.,Ltd., Annual General Meeting, Jun 25, 2025.分析記事 • May 07TAC Co.,Ltd. (TSE:4319) Held Back By Insufficient Growth Even After Shares Climb 26%Those holding TAC Co.,Ltd. ( TSE:4319 ) shares would be relieved that the share price has rebounded 26% in the last...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥171, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 14% over the past three years.お知らせ • Mar 26TAC Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025TAC Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).Reported Earnings • Feb 08Third quarter 2025 earnings released: JP¥15.94 loss per share (vs JP¥22.56 loss in 3Q 2024)Third quarter 2025 results: JP¥15.94 loss per share (improved from JP¥22.56 loss in 3Q 2024). Revenue: JP¥4.30b (up 1.3% from 3Q 2024). Net loss: JP¥289.0m (loss narrowed 29% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.分析記事 • Feb 06Here's Why TACLtd (TSE:4319) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Jan 03TAC Co.,Ltd. to Report Q3, 2025 Results on Feb 06, 2025TAC Co.,Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025Declared Dividend • Dec 04First half dividend of JP¥2.00 announcedShareholders will receive a dividend of JP¥2.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.2%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 15% 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 46% to shift the payout ratio to a potentially unsustainable range, which is more than the 17% EPS decline seen over the last 5 years.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥20.97 (vs JP¥4.96 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.97 (up from JP¥4.96 in 2Q 2024). Revenue: JP¥5.11b (up 3.9% from 2Q 2024). Net income: JP¥380.3m (up 323% from 2Q 2024). Profit margin: 7.4% (up from 1.8% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.分析記事 • Nov 06TAC Co.,Ltd.'s (TSE:4319) Shares Bounce 35% But Its Business Still Trails The IndustryTAC Co.,Ltd. ( TSE:4319 ) shareholders have had their patience rewarded with a 35% share price jump in the last month...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 7.9% 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: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (JP¥3.64b market cap, or US$24.1m).分析記事 • Nov 05Does TACLtd (TSE:4319) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 25TAC Co.,Ltd. to Report Q2, 2025 Results on Nov 06, 2024TAC Co.,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥10.81 (vs JP¥4.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.81 (up from JP¥4.58 in 1Q 2024). Revenue: JP¥5.02b (down 3.5% from 1Q 2024). Net income: JP¥196.0m (up 136% from 1Q 2024). Profit margin: 3.9% (up from 1.6% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Declared Dividend • Jul 11Final dividend of JP¥2.00 announcedShareholders will receive a dividend of JP¥2.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Jun 26TAC Co.,Ltd. to Report Q1, 2025 Results on Aug 06, 2024TAC Co.,Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Reported Earnings • May 21Full year 2024 earnings released: JP¥12.08 loss per share (vs JP¥11.65 profit in FY 2023)Full year 2024 results: JP¥12.08 loss per share (down from JP¥11.65 profit in FY 2023). Revenue: JP¥19.0b (down 3.6% from FY 2023). Net loss: JP¥219.0m (down 202% from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.お知らせ • May 17TAC Co.,Ltd., Annual General Meeting, Jun 26, 2024TAC Co.,Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • May 16+ 2 more updatesTac Co.,Ltd. Provides Dividend Guidance for Second Quarter and Fiscal Ending March 31, 2024TAC Co.,Ltd. provided dividend guidance for second quarter and fiscal ending March 31, 2024. For the second quarter, the company expects to pay JPY 2 per share as compared to previous JPY 3 per share.For the fiscal ending March 31, 2024, the company expects to pay JPY 2 per share as compared to previous JPY 3 per share.分析記事 • Mar 25TACLtd's (TSE:4319) Dividend Will Be ¥3.00The board of TAC Co.,Ltd. ( TSE:4319 ) has announced that it will pay a dividend of ¥3.00 per share on the 28th of...お知らせ • Mar 23TAC Co.,Ltd. to Report Fiscal Year 2024 Results on May 15, 2024TAC Co.,Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 08Third quarter 2024 earnings released: JP¥22.56 loss per share (vs JP¥22.38 loss in 3Q 2023)Third quarter 2024 results: JP¥22.56 loss per share. Revenue: JP¥4.24b (up 1.4% from 3Q 2023). Net loss: JP¥409.0m (flat on 3Q 2023).お知らせ • Dec 24TAC Co.,Ltd. to Report Q3, 2024 Results on Feb 06, 2024TAC Co.,Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥4.96 (vs JP¥14.21 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.96 (down from JP¥14.21 in 2Q 2023). Revenue: JP¥4.92b (down 5.2% from 2Q 2023). Net income: JP¥90.0m (down 66% from 2Q 2023). Profit margin: 1.8% (down from 5.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Sep 27TAC Co.,Ltd. to Report Q2, 2024 Results on Nov 06, 2023TAC Co.,Ltd. announced that they will report Q2, 2024 results on Nov 06, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥3.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).New Risk • Aug 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 6.3% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.64b market cap, or US$25.7m).Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥4.59 (vs JP¥18.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.59 (down from JP¥18.97 in 1Q 2023). Revenue: JP¥5.21b (down 6.6% from 1Q 2023). Net income: JP¥83.3m (down 76% from 1Q 2023). Profit margin: 1.6% (down from 6.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jun 26TAC Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023TAC Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥11.65 (vs JP¥24.00 in FY 2022)Full year 2023 results: EPS: JP¥11.65 (down from JP¥24.00 in FY 2022). Revenue: JP¥19.7b (down 3.7% from FY 2022). Net income: JP¥214.0m (down 52% from FY 2022). Profit margin: 1.1% (down from 2.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 58% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).お知らせ • Feb 08+ 1 more updateTAC Co.,Ltd. Provides Consolidated Earnings Guidance for the Year 2023TAC Co.,Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 20,450 million, operating profit of JPY 650 million, profit attributable to owners of parent JPY 400 million and basic earnings per share of JPY 21.62.Reported Earnings • Feb 08Third quarter 2023 earnings released: JP¥22.38 loss per share (vs JP¥17.24 loss in 3Q 2022)Third quarter 2023 results: JP¥22.38 loss per share (further deteriorated from JP¥17.24 loss in 3Q 2022). Revenue: JP¥4.19b (down 5.8% from 3Q 2022). Net loss: JP¥410.0m (loss widened 28% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 26% 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 • Dec 24TAC Co.,Ltd. to Report Q3, 2023 Results on Feb 06, 2023TAC Co.,Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥14.21 (vs JP¥18.54 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.21 (down from JP¥18.54 in 2Q 2022). Revenue: JP¥5.19b (down 4.3% from 2Q 2022). Net income: JP¥263.0m (down 23% from 2Q 2022). Profit margin: 5.1% (down from 6.3% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 20% 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 • Nov 16TAC Co.,Ltd. (TSE:4319) announces an Equity Buyback for 400,000 shares, representing 2.16% for ¥81.2 million.TAC Co.,Ltd. (TSE:4319) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.16% of its share capital, for ¥81.2 million. The shares will be repurchased at a price of ¥203 per share. The purpose of the program is to enable the execution of a flexible capital policy in response to changes in the business environment. The program will expire on November 16, 2022. As of September 30, 2022, the company had 18,503,932 shares in issue (excluding treasury stock) and 68 shares in treasury.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥14.21 (vs JP¥18.54 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.21 (down from JP¥18.54 in 2Q 2022). Revenue: JP¥5.19b (down 4.3% from 2Q 2022). Net income: JP¥263.0m (down 23% from 2Q 2022). Profit margin: 5.1% (down from 6.3% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Nov 08+ 1 more updateTAC Co.,Ltd. Announces Dividend for the Second Quarter End of Fiscal Year 2023, Payable on December 5 , 2022; Provides Earnings Guidance for the Year 2023TAC Co.,Ltd. announced dividend for the second quarter end of fiscal year 2023. The company declared a dividend of JPY 3 per share against JPY 3 per share a year ago. This dividend will be paid on December 5, 2022.For the fiscal ending March 31, 2023, the company expects to pay JPY 3 per share.お知らせ • Sep 24TAC Co.,Ltd. to Report Q2, 2023 Results on Nov 07, 2022TAC Co.,Ltd. announced that they will report Q2, 2023 results on Nov 07, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.5%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥18.97 (vs JP¥23.35 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.97 (down from JP¥23.35 in 1Q 2022). Revenue: JP¥5.58b (down 2.8% from 1Q 2022). Net income: JP¥351.0m (down 19% from 1Q 2022). Profit margin: 6.3% (down from 7.5% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥24.00 (vs JP¥21.89 in FY 2021)Full year 2022 results: EPS: JP¥24.00 (up from JP¥21.89 in FY 2021). Revenue: JP¥20.5b (up 3.7% from FY 2021). Net income: JP¥444.0m (up 9.6% from FY 2021). Profit margin: 2.2% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 14+ 2 more updatesTac Co.,Ltd. Announces Dividend for Fiscal Ended March 31, 2022 Payable on June 28, 2022; Provides Dividend Guidance for the Second Quarter of Fiscal Ending March 31, 2023 and Fiscal Ending March 31, 2023TAC Co.,Ltd. announced dividend for fiscal ended March 31, 2022. The company declared a dividend of JPY 3 per share against JPY 3 per share a year ago. This dividend will be paid on June 28, 2022.For the second quarter of fiscal ending March 31, 2023, the company expects to pay JPY 3 per share.For the fiscal ending March 31, 2023, the company expects to pay JPY 3 per share.お知らせ • Apr 08TAC Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022TAC Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.2%).お知らせ • Feb 08TAC Co.,Ltd. Provides Earning Guidance for the Year Ending March 31, 2022TAC Co.,Ltd. provided earning guidance for the year ending March 31, 2022. For the period, the company expects net sales of JPY 20,500 million, operating profit of JPY 600 million, ordinary profit of JPY 578 million, profit attributable to owners of parent JPY 380 million and profit per share JPY 20.54.Reported Earnings • Feb 08Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥17.24 loss per share (down from JP¥13.84 loss in 3Q 2021). Revenue: JP¥4.44b (down 2.4% from 3Q 2021). Net loss: JP¥319.0m (loss widened 25% from 3Q 2021). Revenue was in line with analyst estimates. 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 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥18.54 (vs JP¥20.70 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥5.42b (up 7.6% from 2Q 2021). Net income: JP¥343.0m (down 10% from 2Q 2021). Profit margin: 6.3% (down from 7.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥23.35 (vs JP¥18.92 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.74b (up 12% from 1Q 2021). Net income: JP¥432.0m (up 23% from 1Q 2021). Profit margin: 7.5% (up from 6.9% in 1Q 2021). 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 whereas the company’s share price has fallen by 6% per year.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥21.89 (vs JP¥5.57 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥19.7b (down 2.9% from FY 2020). Net income: JP¥405.0m (up 293% from FY 2020). Profit margin: 2.1% (up from 0.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • May 16+ 1 more updateTac Co.,Ltd. Provides Consolidated and Non-Consolidated Earnings Guidance for the Six Months Ending September 30, 2021 and Year Ending March 31, 2022TAC Co.,Ltd. provided consolidated and non-consolidated earnings guidance for the six months ending September 30, 2021 and year ending March 31, 2022. For the six months ending September 30, 2021, on non-consolidated basis, expects net sales of JPY 10,600 million, operating income of JPY 960 million, profit of JPY 659 million and net income per share of JPY 35.61. For the full year ending March 31, 2022, on non-consolidated basis, expects net sales of JPY 19,800 million, operating income of JPY 500 million, profit attributable to owners of parent of JPY 340 million and net income per share of JPY 18.37. For the six months ending September 30, 2021, on consolidated basis, expects net sales of JPY 10,940 million, operating profit of JPY 1,000 million, profit of JPY 659 million and profit per share of JPY 35.61. For the full year ending March 31, 2022, on consolidated basis, expects net sales of JPY 20,500 million, operating profit of JPY 600 million, profit of JPY 380 million and profit per share of JPY 20.54.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.9%).Is New 90 Day High Low • Feb 22New 90-day high: JP¥276The company is up 27% from its price of JP¥218 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is flat over the same period.Reported Earnings • Feb 08Third quarter 2021 earnings released: JP¥13.84 loss per share (vs JP¥25.99 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: JP¥4.55b (up 2.9% from 3Q 2020). Net loss: JP¥256.2m (loss narrowed 47% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 25New 90-day high: JP¥267The company is up 19% from its price of JP¥225 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is down 6.0% over the same period.Is New 90 Day High Low • Dec 29New 90-day high: JP¥263The company is up 17% from its price of JP¥225 on 30 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is down 13% over the same period.お知らせ • Dec 26TAC Co.,Ltd. to Report Q3, 2021 Results on Feb 05, 2021TAC Co.,Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021Is New 90 Day High Low • Dec 10New 90-day high: JP¥238The company is up 3.0% from its price of JP¥231 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is down 5.0% over the same period.お知らせ • Oct 01TAC Co.,Ltd. to Report Q2, 2021 Results on Nov 05, 2020TAC Co.,Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、TACLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:4319 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/202519,414438647961N/A6/30/202519,557588N/AN/AN/A3/31/202519,1964671,1951,387N/A12/31/202419,067306N/AN/AN/A9/30/202419,011185518787N/A6/30/202418,818-106N/AN/AN/A3/31/202419,001-219-814-524N/A12/31/202319,131-226N/AN/AN/A9/30/202319,074-227-1,057-892N/A6/30/202319,342-54N/AN/AN/A3/31/202319,711214-418-28N/A12/31/202219,821192N/AN/AN/A9/30/202220,077283-100624N/A6/30/202220,310363N/AN/AN/A3/31/202220,471444-40484N/A12/31/202120,654384N/AN/AN/A9/30/202120,761447615819N/A6/30/202120,380487N/AN/AN/A3/31/202119,7494051,2721,443N/A12/31/202019,577290N/AN/AN/A9/30/202019,45065143433N/A6/30/202019,889115N/AN/AN/A3/31/202020,331103261586N/A12/31/201920,407170N/AN/AN/A9/30/201920,645486682879N/A6/30/201920,414262N/AN/AN/A3/31/201920,474309N/A93N/A12/31/201820,628334N/AN/AN/A9/30/201820,690374N/A416N/A6/30/201820,830364N/AN/AN/A3/31/201820,951442N/A534N/A12/31/201720,876596N/AN/AN/A9/30/201720,731460N/A686N/A6/30/201720,443397N/AN/AN/A3/31/201720,440490N/A331N/A12/31/201620,236214N/AN/AN/A9/30/201620,235261N/A516N/A6/30/201620,140273N/AN/AN/A3/31/201620,007213N/A1,135N/A12/31/201519,957274N/AN/AN/A9/30/201519,772278N/A576N/A6/30/201519,725352N/AN/AN/A3/31/201519,537208N/A-603N/A12/31/201419,713246N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4319の予測収益成長が 貯蓄率 ( 0.6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 4319の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 4319の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 4319の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 4319の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4319の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance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2025/12/23 17:07終値2025/12/18 00:00収益2025/09/30年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TAC Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yoko MizoguchiIchiyoshi Research Institute Inc.null nullInvestment Bridge Co., Ltd.
お知らせ • Feb 08+ 1 more updateTAC Co.,Ltd. Provides Consolidated Earnings Guidance for the Year 2023TAC Co.,Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 20,450 million, operating profit of JPY 650 million, profit attributable to owners of parent JPY 400 million and basic earnings per share of JPY 21.62.
お知らせ • Feb 08TAC Co.,Ltd. Provides Earning Guidance for the Year Ending March 31, 2022TAC Co.,Ltd. provided earning guidance for the year ending March 31, 2022. For the period, the company expects net sales of JPY 20,500 million, operating profit of JPY 600 million, ordinary profit of JPY 578 million, profit attributable to owners of parent JPY 380 million and profit per share JPY 20.54.
お知らせ • May 16+ 1 more updateTac Co.,Ltd. Provides Consolidated and Non-Consolidated Earnings Guidance for the Six Months Ending September 30, 2021 and Year Ending March 31, 2022TAC Co.,Ltd. provided consolidated and non-consolidated earnings guidance for the six months ending September 30, 2021 and year ending March 31, 2022. For the six months ending September 30, 2021, on non-consolidated basis, expects net sales of JPY 10,600 million, operating income of JPY 960 million, profit of JPY 659 million and net income per share of JPY 35.61. For the full year ending March 31, 2022, on non-consolidated basis, expects net sales of JPY 19,800 million, operating income of JPY 500 million, profit attributable to owners of parent of JPY 340 million and net income per share of JPY 18.37. For the six months ending September 30, 2021, on consolidated basis, expects net sales of JPY 10,940 million, operating profit of JPY 1,000 million, profit of JPY 659 million and profit per share of JPY 35.61. For the full year ending March 31, 2022, on consolidated basis, expects net sales of JPY 20,500 million, operating profit of JPY 600 million, profit of JPY 380 million and profit per share of JPY 20.54.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥12.75 (vs JP¥20.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.75 (down from JP¥20.97 in 2Q 2025). Revenue: JP¥4.97b (down 2.8% from 2Q 2025). Net income: JP¥231.2m (down 39% from 2Q 2025). Profit margin: 4.7% (down from 7.4% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 25TAC Co.,Ltd. to Report Q2, 2026 Results on Nov 06, 2025TAC Co.,Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥17.43 (vs JP¥10.85 in 1Q 2025)First quarter 2026 results: EPS: JP¥17.43 (up from JP¥10.85 in 1Q 2025). Revenue: JP¥5.38b (up 7.2% from 1Q 2025). Net income: JP¥316.0m (up 61% from 1Q 2025). Profit margin: 5.9% (up from 3.9% 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 22% per year whereas the company’s share price has increased by 18% per year.
New Risk • Aug 07New 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 9.8% 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 Risks Share price has been highly volatile over the past 3 months (9.8% average weekly change). Earnings have declined by 16% per year over the past 5 years. Minor Risks 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¥5.78b market cap, or US$39.3m).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 39%After last week's 39% share price gain to JP¥319, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total returns to shareholders of 63% over the past three years.
お知らせ • Aug 07Tomoki Saito proposed to acquire an additional 63.63% stake in TAC Co.,Ltd. (TSE:4319) for ¥4.0 billion.Tomoki Saito proposed to acquire an additional 63.63% stake in TAC Co.,Ltd. (TSE:4319) for ¥4.0 billion on August 6, 2025. A cash consideration of ¥4.04 billion valued at ¥350 per share will be paid by the buyer. As part of consideration, ¥4.04 billion is paid towards common equity of TAC Co.,Ltd. The transaction will be financed through senior debt of ¥6.5 billion. The transaction is subject to approval of merger agreement by target board and minimum tender. The Board of Directors of TAC Co.,Ltd. formed a special committee for the transaction. The deal has been approved by the board. The expected completion of the transaction is September 19, 2025. If Tomoki Saito is unable to acquire the shares in the offer, then Tomoki Saito will request TAC Co.,Ltd. to carry out the share consolidation after the tender offer is completed and implement the squeeze-out procedures. The squeeze-out procedures are expected to be completed around late December 2025. TMI Associates acted as legal advisor for TAC Co.,Ltd. AGS Consulting Co., Ltd. acted as financial advisor for TAC Co.,Ltd. Tomoki Saito appointed Clifix FAS Co., Ltd. and Clifix certified public tax accountant corporation to perform financial and tax due diligence. Daiwa Securities Co., Ltd. acted as a financial advisor while City Yuwa Law acted as a legal advisor to Tomoki Saito. Daiwa Securities Co., Ltd. also acted as a tender offer agent.
Declared Dividend • Jul 09Final dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.2%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥25.75 (up from JP¥12.08 loss in FY 2024). Revenue: JP¥19.2b (up 1.0% from FY 2024). Net income: JP¥467.0m (up JP¥686.0m from FY 2024). Profit margin: 2.4% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jun 26TAC Co.,Ltd. to Report Q1, 2026 Results on Aug 06, 2025TAC Co.,Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025
Reported Earnings • May 21Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥25.75 (up from JP¥12.08 loss in FY 2024). Revenue: JP¥19.2b (up 1.0% from FY 2024). Net income: JP¥467.0m (up JP¥686.0m from FY 2024). Profit margin: 2.4% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 15TAC Co.,Ltd., Annual General Meeting, Jun 25, 2025TAC Co.,Ltd., Annual General Meeting, Jun 25, 2025.
分析記事 • May 07TAC Co.,Ltd. (TSE:4319) Held Back By Insufficient Growth Even After Shares Climb 26%Those holding TAC Co.,Ltd. ( TSE:4319 ) shares would be relieved that the share price has rebounded 26% in the last...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥171, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 14% over the past three years.
お知らせ • Mar 26TAC Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025TAC Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: JP¥15.94 loss per share (vs JP¥22.56 loss in 3Q 2024)Third quarter 2025 results: JP¥15.94 loss per share (improved from JP¥22.56 loss in 3Q 2024). Revenue: JP¥4.30b (up 1.3% from 3Q 2024). Net loss: JP¥289.0m (loss narrowed 29% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 06Here's Why TACLtd (TSE:4319) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Jan 03TAC Co.,Ltd. to Report Q3, 2025 Results on Feb 06, 2025TAC Co.,Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
Declared Dividend • Dec 04First half dividend of JP¥2.00 announcedShareholders will receive a dividend of JP¥2.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.2%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 15% 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 46% to shift the payout ratio to a potentially unsustainable range, which is more than the 17% EPS decline seen over the last 5 years.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥20.97 (vs JP¥4.96 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.97 (up from JP¥4.96 in 2Q 2024). Revenue: JP¥5.11b (up 3.9% from 2Q 2024). Net income: JP¥380.3m (up 323% from 2Q 2024). Profit margin: 7.4% (up from 1.8% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 06TAC Co.,Ltd.'s (TSE:4319) Shares Bounce 35% But Its Business Still Trails The IndustryTAC Co.,Ltd. ( TSE:4319 ) shareholders have had their patience rewarded with a 35% share price jump in the last month...
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 7.9% 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: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (JP¥3.64b market cap, or US$24.1m).
分析記事 • Nov 05Does TACLtd (TSE:4319) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 25TAC Co.,Ltd. to Report Q2, 2025 Results on Nov 06, 2024TAC Co.,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥10.81 (vs JP¥4.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.81 (up from JP¥4.58 in 1Q 2024). Revenue: JP¥5.02b (down 3.5% from 1Q 2024). Net income: JP¥196.0m (up 136% from 1Q 2024). Profit margin: 3.9% (up from 1.6% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jul 11Final dividend of JP¥2.00 announcedShareholders will receive a dividend of JP¥2.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Jun 26TAC Co.,Ltd. to Report Q1, 2025 Results on Aug 06, 2024TAC Co.,Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Reported Earnings • May 21Full year 2024 earnings released: JP¥12.08 loss per share (vs JP¥11.65 profit in FY 2023)Full year 2024 results: JP¥12.08 loss per share (down from JP¥11.65 profit in FY 2023). Revenue: JP¥19.0b (down 3.6% from FY 2023). Net loss: JP¥219.0m (down 202% from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
お知らせ • May 17TAC Co.,Ltd., Annual General Meeting, Jun 26, 2024TAC Co.,Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • May 16+ 2 more updatesTac Co.,Ltd. Provides Dividend Guidance for Second Quarter and Fiscal Ending March 31, 2024TAC Co.,Ltd. provided dividend guidance for second quarter and fiscal ending March 31, 2024. For the second quarter, the company expects to pay JPY 2 per share as compared to previous JPY 3 per share.For the fiscal ending March 31, 2024, the company expects to pay JPY 2 per share as compared to previous JPY 3 per share.
分析記事 • Mar 25TACLtd's (TSE:4319) Dividend Will Be ¥3.00The board of TAC Co.,Ltd. ( TSE:4319 ) has announced that it will pay a dividend of ¥3.00 per share on the 28th of...
お知らせ • Mar 23TAC Co.,Ltd. to Report Fiscal Year 2024 Results on May 15, 2024TAC Co.,Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 08Third quarter 2024 earnings released: JP¥22.56 loss per share (vs JP¥22.38 loss in 3Q 2023)Third quarter 2024 results: JP¥22.56 loss per share. Revenue: JP¥4.24b (up 1.4% from 3Q 2023). Net loss: JP¥409.0m (flat on 3Q 2023).
お知らせ • Dec 24TAC Co.,Ltd. to Report Q3, 2024 Results on Feb 06, 2024TAC Co.,Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥4.96 (vs JP¥14.21 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.96 (down from JP¥14.21 in 2Q 2023). Revenue: JP¥4.92b (down 5.2% from 2Q 2023). Net income: JP¥90.0m (down 66% from 2Q 2023). Profit margin: 1.8% (down from 5.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 27TAC Co.,Ltd. to Report Q2, 2024 Results on Nov 06, 2023TAC Co.,Ltd. announced that they will report Q2, 2024 results on Nov 06, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥3.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).
New Risk • Aug 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 6.3% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.64b market cap, or US$25.7m).
Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥4.59 (vs JP¥18.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.59 (down from JP¥18.97 in 1Q 2023). Revenue: JP¥5.21b (down 6.6% from 1Q 2023). Net income: JP¥83.3m (down 76% from 1Q 2023). Profit margin: 1.6% (down from 6.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jun 26TAC Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023TAC Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥11.65 (vs JP¥24.00 in FY 2022)Full year 2023 results: EPS: JP¥11.65 (down from JP¥24.00 in FY 2022). Revenue: JP¥19.7b (down 3.7% from FY 2022). Net income: JP¥214.0m (down 52% from FY 2022). Profit margin: 1.1% (down from 2.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 58% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).
お知らせ • Feb 08+ 1 more updateTAC Co.,Ltd. Provides Consolidated Earnings Guidance for the Year 2023TAC Co.,Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 20,450 million, operating profit of JPY 650 million, profit attributable to owners of parent JPY 400 million and basic earnings per share of JPY 21.62.
Reported Earnings • Feb 08Third quarter 2023 earnings released: JP¥22.38 loss per share (vs JP¥17.24 loss in 3Q 2022)Third quarter 2023 results: JP¥22.38 loss per share (further deteriorated from JP¥17.24 loss in 3Q 2022). Revenue: JP¥4.19b (down 5.8% from 3Q 2022). Net loss: JP¥410.0m (loss widened 28% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 26% 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 • Dec 24TAC Co.,Ltd. to Report Q3, 2023 Results on Feb 06, 2023TAC Co.,Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥14.21 (vs JP¥18.54 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.21 (down from JP¥18.54 in 2Q 2022). Revenue: JP¥5.19b (down 4.3% from 2Q 2022). Net income: JP¥263.0m (down 23% from 2Q 2022). Profit margin: 5.1% (down from 6.3% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 20% 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 • Nov 16TAC Co.,Ltd. (TSE:4319) announces an Equity Buyback for 400,000 shares, representing 2.16% for ¥81.2 million.TAC Co.,Ltd. (TSE:4319) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.16% of its share capital, for ¥81.2 million. The shares will be repurchased at a price of ¥203 per share. The purpose of the program is to enable the execution of a flexible capital policy in response to changes in the business environment. The program will expire on November 16, 2022. As of September 30, 2022, the company had 18,503,932 shares in issue (excluding treasury stock) and 68 shares in treasury.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥14.21 (vs JP¥18.54 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.21 (down from JP¥18.54 in 2Q 2022). Revenue: JP¥5.19b (down 4.3% from 2Q 2022). Net income: JP¥263.0m (down 23% from 2Q 2022). Profit margin: 5.1% (down from 6.3% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Nov 08+ 1 more updateTAC Co.,Ltd. Announces Dividend for the Second Quarter End of Fiscal Year 2023, Payable on December 5 , 2022; Provides Earnings Guidance for the Year 2023TAC Co.,Ltd. announced dividend for the second quarter end of fiscal year 2023. The company declared a dividend of JPY 3 per share against JPY 3 per share a year ago. This dividend will be paid on December 5, 2022.For the fiscal ending March 31, 2023, the company expects to pay JPY 3 per share.
お知らせ • Sep 24TAC Co.,Ltd. to Report Q2, 2023 Results on Nov 07, 2022TAC Co.,Ltd. announced that they will report Q2, 2023 results on Nov 07, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.5%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥18.97 (vs JP¥23.35 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.97 (down from JP¥23.35 in 1Q 2022). Revenue: JP¥5.58b (down 2.8% from 1Q 2022). Net income: JP¥351.0m (down 19% from 1Q 2022). Profit margin: 6.3% (down from 7.5% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥24.00 (vs JP¥21.89 in FY 2021)Full year 2022 results: EPS: JP¥24.00 (up from JP¥21.89 in FY 2021). Revenue: JP¥20.5b (up 3.7% from FY 2021). Net income: JP¥444.0m (up 9.6% from FY 2021). Profit margin: 2.2% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14+ 2 more updatesTac Co.,Ltd. Announces Dividend for Fiscal Ended March 31, 2022 Payable on June 28, 2022; Provides Dividend Guidance for the Second Quarter of Fiscal Ending March 31, 2023 and Fiscal Ending March 31, 2023TAC Co.,Ltd. announced dividend for fiscal ended March 31, 2022. The company declared a dividend of JPY 3 per share against JPY 3 per share a year ago. This dividend will be paid on June 28, 2022.For the second quarter of fiscal ending March 31, 2023, the company expects to pay JPY 3 per share.For the fiscal ending March 31, 2023, the company expects to pay JPY 3 per share.
お知らせ • Apr 08TAC Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022TAC Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.2%).
お知らせ • Feb 08TAC Co.,Ltd. Provides Earning Guidance for the Year Ending March 31, 2022TAC Co.,Ltd. provided earning guidance for the year ending March 31, 2022. For the period, the company expects net sales of JPY 20,500 million, operating profit of JPY 600 million, ordinary profit of JPY 578 million, profit attributable to owners of parent JPY 380 million and profit per share JPY 20.54.
Reported Earnings • Feb 08Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥17.24 loss per share (down from JP¥13.84 loss in 3Q 2021). Revenue: JP¥4.44b (down 2.4% from 3Q 2021). Net loss: JP¥319.0m (loss widened 25% from 3Q 2021). Revenue was in line with analyst estimates. 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 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥18.54 (vs JP¥20.70 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥5.42b (up 7.6% from 2Q 2021). Net income: JP¥343.0m (down 10% from 2Q 2021). Profit margin: 6.3% (down from 7.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥23.35 (vs JP¥18.92 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.74b (up 12% from 1Q 2021). Net income: JP¥432.0m (up 23% from 1Q 2021). Profit margin: 7.5% (up from 6.9% in 1Q 2021). 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 whereas the company’s share price has fallen by 6% per year.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥21.89 (vs JP¥5.57 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥19.7b (down 2.9% from FY 2020). Net income: JP¥405.0m (up 293% from FY 2020). Profit margin: 2.1% (up from 0.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • May 16+ 1 more updateTac Co.,Ltd. Provides Consolidated and Non-Consolidated Earnings Guidance for the Six Months Ending September 30, 2021 and Year Ending March 31, 2022TAC Co.,Ltd. provided consolidated and non-consolidated earnings guidance for the six months ending September 30, 2021 and year ending March 31, 2022. For the six months ending September 30, 2021, on non-consolidated basis, expects net sales of JPY 10,600 million, operating income of JPY 960 million, profit of JPY 659 million and net income per share of JPY 35.61. For the full year ending March 31, 2022, on non-consolidated basis, expects net sales of JPY 19,800 million, operating income of JPY 500 million, profit attributable to owners of parent of JPY 340 million and net income per share of JPY 18.37. For the six months ending September 30, 2021, on consolidated basis, expects net sales of JPY 10,940 million, operating profit of JPY 1,000 million, profit of JPY 659 million and profit per share of JPY 35.61. For the full year ending March 31, 2022, on consolidated basis, expects net sales of JPY 20,500 million, operating profit of JPY 600 million, profit of JPY 380 million and profit per share of JPY 20.54.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.9%).
Is New 90 Day High Low • Feb 22New 90-day high: JP¥276The company is up 27% from its price of JP¥218 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is flat over the same period.
Reported Earnings • Feb 08Third quarter 2021 earnings released: JP¥13.84 loss per share (vs JP¥25.99 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: JP¥4.55b (up 2.9% from 3Q 2020). Net loss: JP¥256.2m (loss narrowed 47% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 25New 90-day high: JP¥267The company is up 19% from its price of JP¥225 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is down 6.0% over the same period.
Is New 90 Day High Low • Dec 29New 90-day high: JP¥263The company is up 17% from its price of JP¥225 on 30 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is down 13% over the same period.
お知らせ • Dec 26TAC Co.,Ltd. to Report Q3, 2021 Results on Feb 05, 2021TAC Co.,Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021
Is New 90 Day High Low • Dec 10New 90-day high: JP¥238The company is up 3.0% from its price of JP¥231 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is down 5.0% over the same period.
お知らせ • Oct 01TAC Co.,Ltd. to Report Q2, 2021 Results on Nov 05, 2020TAC Co.,Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020