IBJ（6071）株式概要株式会社IBJは日本で婚活サービスを提供しています。 詳細6071 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績6/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より58.7%で取引されている 収益は年間9.54%増加すると予測されています 過去1年間で収益は50.4%増加しました リスク分析リスクチェックの結果、6071 、リスクは検出されなかった。すべてのリスクチェックを見る6071 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¥826.0015.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture035b2016201920222025202620282031Revenue JP¥35.1bEarnings JP¥3.8bAdvancedSet Fair ValueView all narrativesIBJ, Inc. 競合他社TSUKADA GLOBAL HOLDINGSSymbol: TSE:2418Market cap: JP¥27.5bSAN HoldingsSymbol: TSE:9628Market cap: JP¥29.5bIKK HoldingsSymbol: TSE:2198Market cap: JP¥22.9bPIASymbol: TSE:4337Market cap: JP¥41.0b価格と性能株価の高値、安値、推移の概要IBJ過去の株価現在の株価JP¥826.0052週高値JP¥918.0052週安値JP¥659.00ベータ0.511ヶ月の変化12.84%3ヶ月変化10.13%1年変化6.58%3年間の変化21.11%5年間の変化-20.27%IPOからの変化245.13%最新ニュースReported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥27.17 (vs JP¥16.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥27.17 (up from JP¥16.26 in 1Q 2025). Revenue: JP¥7.42b (up 54% from 1Q 2025). Net income: JP¥1.03b (up 67% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.New Risk • Feb 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥54.88 (up from JP¥40.15 in FY 2024). Revenue: JP¥20.2b (up 14% from FY 2024). Net income: JP¥2.08b (up 36% from FY 2024). Profit margin: 10% (up from 8.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 14+ 1 more updateIBJ, Inc. Announces Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 30, 2026 and Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2026IBJ, Inc. announced dividend for the fiscal year ended December 31, 2025 and provided year end dividend guidance for the fiscal year ending December 31, 2026. For the year, the company announced dividend of JPY 10.00 per share against JPY 8.00 per share paid a year ago. Scheduled date of commencing dividend payments is March 30, 2026. For the year, the company expects to pay dividend of JPY 13.00 per share against JPY 10.00 per share a year ago.お知らせ • Feb 13IBJ, Inc., Annual General Meeting, Mar 27, 2026IBJ, Inc., Annual General Meeting, Mar 27, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).最新情報をもっと見るRecent updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥27.17 (vs JP¥16.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥27.17 (up from JP¥16.26 in 1Q 2025). Revenue: JP¥7.42b (up 54% from 1Q 2025). Net income: JP¥1.03b (up 67% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.New Risk • Feb 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥54.88 (up from JP¥40.15 in FY 2024). Revenue: JP¥20.2b (up 14% from FY 2024). Net income: JP¥2.08b (up 36% from FY 2024). Profit margin: 10% (up from 8.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 14+ 1 more updateIBJ, Inc. Announces Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 30, 2026 and Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2026IBJ, Inc. announced dividend for the fiscal year ended December 31, 2025 and provided year end dividend guidance for the fiscal year ending December 31, 2026. For the year, the company announced dividend of JPY 10.00 per share against JPY 8.00 per share paid a year ago. Scheduled date of commencing dividend payments is March 30, 2026. For the year, the company expects to pay dividend of JPY 13.00 per share against JPY 10.00 per share a year ago.お知らせ • Feb 13IBJ, Inc., Annual General Meeting, Mar 27, 2026IBJ, Inc., Annual General Meeting, Mar 27, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).分析記事 • Dec 21IBJ (TSE:6071) Will Pay A Larger Dividend Than Last Year At ¥10.00IBJ, Inc. ( TSE:6071 ) has announced that it will be increasing its dividend from last year's comparable payment on the...お知らせ • Dec 19IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others.IBJ, Inc. (TSE:6071) proposed to acquire an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others for approximately ¥460 million on November 12, 2025. A cash consideration valued at ¥527 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 50.10% stake in Decollte Holdings Corporation. At the time of the Tender Offer, the IBJ, Inc concluded a tender offer agreement, with the second largest shareholder of Decollte Holdings Corporation , Kenichiro Kobayashi (number of shares owned: 280,000 shares; shareholding ratio: 5.46%) and agreed on the tendering of all of Decollte Holdings Corporation Shares held by Kobayashi. IBJ, Inc. is conducting a tender offer for shares of Decollte Holdings Corporation, if IBJ, Inc. fails to acquire a majority of the voting rights through the tender offer, it plans to acquire additional shares via in-market acquisition or third-party allocation to secure a majority. Additionally, IBJ, Inc. intends to dispatch a director to Decollte Holdings Corporation and will request the company to propose the appointment of its nominated officer as a director during the 9th Annual General Meeting of Shareholders in December 2025. The tender offer stipulates that if fewer than 361,000 shares are tendered, none will be purchased, while if the number exceeds 878,900 shares, purchases will be subject to proportional distribution. The transaction is subject to minimum tender. The expected completion of the transaction is December 18, 2025. IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others on December 18, 2025. Commencement date of the settlement of the Tender Offer will be on December 25, 2025.分析記事 • Dec 07IBJ (TSE:6071) Is Increasing Its Dividend To ¥10.00IBJ, Inc. ( TSE:6071 ) has announced that it will be increasing its dividend from last year's comparable payment on the...Major Estimate Revision • Dec 06Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥60.93 to JP¥42.20. Revenue forecast unchanged from JP¥20.0b at last update. Net income forecast to grow 12% next year vs 12% growth forecast for Consumer Services industry in Japan. Consensus price target of JP¥800 unchanged from last update. Share price was steady at JP¥754 over the past week.お知らせ • Dec 06IBJ, Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026IBJ, Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026分析記事 • Nov 21IBJ (TSE:6071) Will Pay A Larger Dividend Than Last Year At ¥10.00The board of IBJ, Inc. ( TSE:6071 ) has announced that it will be paying its dividend of ¥10.00 on the 30th of March...Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: JP¥20.15 (vs JP¥11.92 in 3Q 2024)Third quarter 2025 results: EPS: JP¥20.15 (up from JP¥11.92 in 3Q 2024). Revenue: JP¥5.21b (up 15% from 3Q 2024). Net income: JP¥763.0m (up 70% from 3Q 2024). Profit margin: 15% (up from 9.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% 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 • Sep 21IBJ, Inc. to Report Q3, 2025 Results on Nov 12, 2025IBJ, Inc. announced that they will report Q3, 2025 results on Nov 12, 2025分析記事 • Aug 15IBJ (TSE:6071) Is Due To Pay A Dividend Of ¥8.00The board of IBJ, Inc. ( TSE:6071 ) has announced that it will pay a dividend of ¥8.00 per share on the 30th of March...Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥769, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,401 per share.Declared Dividend • Aug 10Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 30th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 35%.New Risk • Jul 11New 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 5.3% 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. This is currently the only risk that has been identified for the company.お知らせ • Jun 17IBJ, Inc. to Report Q2, 2025 Results on Aug 08, 2025IBJ, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025分析記事 • May 12Why Investors Shouldn't Be Surprised By IBJ, Inc.'s (TSE:6071) 28% Share Price SurgeIBJ, Inc. ( TSE:6071 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand. Looking...New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • May 10First quarter 2025 earnings released: EPS: JP¥16.25 (vs JP¥12.53 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.25 (up from JP¥12.53 in 1Q 2024). Revenue: JP¥4.82b (up 13% from 1Q 2024). Net income: JP¥614.0m (up 28% from 1Q 2024). Profit margin: 13% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 26BJ, Inc. (TSE:6071) acquired additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm.IBJ, Inc. (TSE:6071) signed a letter of intent to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm for approximately ¥610 million on April 3, 2025. IBJ, Inc. (TSE:6071) signed Capital and Business Alliance Agreement to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025.A cash consideration valued at ¥450 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 29.81% stake in Decollte Holdings Corporation and MIXI will continue to own 3.14% stake in Decollte Holdings Corporation. BJ, Inc. (TSE:6071) completed the acquisition of additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025.New Risk • Apr 07New 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 5.7% 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. This is currently the only risk that has been identified for the company.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¥539, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 26% over the past three years.お知らせ • Apr 04IBJ, Inc. (TSE:6071) signed a letter of intent to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm for approximately ¥610 million.IBJ, Inc. (TSE:6071) signed a letter of intent to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm for approximately ¥610 million on April 3, 2025. A cash consideration valued at ¥450 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 29.81% stake in Decollte Holdings Corporation and MIXI will continue to own 3.14% stake in Decollte Holdings Corporation. The expected completion of the transaction is April 10, 2025.お知らせ • Mar 27IBJ, Inc. to Report Q1, 2025 Results on May 09, 2025IBJ, Inc. announced that they will report Q1, 2025 results on May 09, 2025Major Estimate Revision • Feb 28Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥19.5b to JP¥20.0b. EPS estimate increased from JP¥51.50 to JP¥63.75 per share. Net income forecast to grow 64% next year vs 18% growth forecast for Consumer Services industry in Japan. Consensus price target of JP¥700 unchanged from last update. Share price was steady at JP¥693 over the past week.分析記事 • Feb 19IBJ's (TSE:6071) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with IBJ, Inc.'s ( TSE:6071 ) lackluster earnings report last week. Our analysis...Reported Earnings • Feb 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥40.15 (down from JP¥40.82 in FY 2023). Revenue: JP¥17.7b (flat on FY 2023). Net income: JP¥1.52b (down 6.5% from FY 2023). Profit margin: 8.6% (down from 9.2% in FY 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 12IBJ, Inc., Annual General Meeting, Mar 27, 2025IBJ, Inc., Annual General Meeting, Mar 27, 2025.Upcoming Dividend • Dec 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 26 March 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.8%).分析記事 • Dec 08IBJ's (TSE:6071) Shareholders Will Receive A Bigger Dividend Than Last YearIBJ, Inc. ( TSE:6071 ) will increase its dividend from last year's comparable payment on the 26th of March to ¥8.00...お知らせ • Dec 07IBJ, Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025IBJ, Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025分析記事 • Nov 14IBJ (TSE:6071) Has Announced That It Will Be Increasing Its Dividend To ¥8.00IBJ, Inc. ( TSE:6071 ) will increase its dividend from last year's comparable payment on the 26th of March to ¥8.00...Declared Dividend • Nov 11Dividend increased to JP¥8.00Dividend of JP¥8.00 is 33% higher than last year. Ex-date: 27th December 2024 Payment date: 26th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 14%.Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥11.91 (vs JP¥14.28 in 3Q 2023)Third quarter 2024 results: EPS: JP¥11.91 (down from JP¥14.28 in 3Q 2023). Revenue: JP¥4.53b (down 22% from 3Q 2023). Net income: JP¥450.0m (down 21% from 3Q 2023). Profit margin: 9.9% (in line with 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Nov 09IBJ, Inc. Provides Dividend Guidance for the Year Ending December 31, 2024IBJ, Inc. provided dividend guidance for the year ending December 31, 2024. For the year, the company expects to pay dividend of JPY 8.00 per share as compared to JPY 6.00 per share paid a year ago.お知らせ • Sep 21IBJ, Inc. to Report Q3, 2024 Results on Nov 08, 2024IBJ, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024New Risk • Sep 17New 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 8.3% 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. This is currently the only risk that has been identified for the company.分析記事 • Sep 04IBJ, Inc. (TSE:6071) Stock Rockets 40% As Investors Are Less Pessimistic Than ExpectedIBJ, Inc. ( TSE:6071 ) shareholders would be excited to see that the share price has had a great month, posting a 40...Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥10.20 (vs JP¥10.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.20 (down from JP¥10.87 in 2Q 2023). Revenue: JP¥4.31b (up 12% from 2Q 2023). Net income: JP¥385.3m (down 12% from 2Q 2023). Profit margin: 8.9% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.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 6.9% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥468, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total loss to shareholders of 52% over the past three years.お知らせ • Jun 26IBJ, Inc. to Report Q2, 2024 Results on Aug 09, 2024IBJ, Inc. announced that they will report Q2, 2024 results on Aug 09, 2024Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥12.53 (vs JP¥9.07 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.53 (up from JP¥9.07 in 1Q 2023). Revenue: JP¥4.25b (up 10% from 1Q 2023). Net income: JP¥481.0m (up 32% from 1Q 2023). Profit margin: 11% (up from 9.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in Japan. 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 14% per year, which means it is significantly lagging earnings.Board Change • Apr 11High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. President & Representative Director Shigeru Ishizaka is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 06IBJ, Inc. to Report Q1, 2024 Results on May 10, 2024IBJ, Inc. announced that they will report Q1, 2024 results on May 10, 2024Reported Earnings • Mar 28Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥40.82 (up from JP¥37.16 in FY 2022). Revenue: JP¥17.6b (up 20% from FY 2022). Net income: JP¥1.63b (up 9.1% from FY 2022). Profit margin: 9.2% (in line with FY 2022). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Major Estimate Revision • Mar 09Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥18.6b to JP¥17.2b. EPS estimate also fell from JP¥43.44 per share to JP¥38.70 per share. Net income forecast to shrink 7.9% next year vs 8.2% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥900 to JP¥600. Share price was steady at JP¥588 over the past week.お知らせ • Feb 22IBJ, Inc. (TSE:6071) announces an Equity Buyback for 500,000 shares, representing 1.31% for ¥300 million.IBJ, Inc. (TSE:6071) announces a share repurchase program. Under the program, the company will repurchase 500,000 shares, representing 1.31% of the outstanding shares for ¥300 million. The purpose of the program is to enhance capital efficiency and improve shareholder returns and implement a flexible capital policy that responds to the business environment. The program will run until August 25, 2024. As of February 22, 2024, the company had 38,289,694 shares outstanding and 3,710,306 shares in treasury.Reported Earnings • Feb 10Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥40.82 (up from JP¥37.16 in FY 2022). Revenue: JP¥17.6b (up 20% from FY 2022). Net income: JP¥1.63b (up 9.1% from FY 2022). Profit margin: 9.2% (in line with FY 2022). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Feb 09IBJ, Inc., Annual General Meeting, Mar 25, 2024IBJ, Inc., Annual General Meeting, Mar 25, 2024.Upcoming Dividend • Dec 21Upcoming dividend of JP¥6.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.5%).お知らせ • Dec 17IBJ, Inc. to Report Fiscal Year 2023 Results on Feb 09, 2024IBJ, Inc. announced that they will report fiscal year 2023 results on Feb 09, 2024Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: JP¥14.28 (vs JP¥10.56 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.28 (up from JP¥10.56 in 3Q 2022). Revenue: JP¥5.83b (up 58% from 3Q 2022). Net income: JP¥572.0m (up 35% from 3Q 2022). Profit margin: 9.8% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Oct 18IBJ, Inc. (TSE:6071) announces an Equity Buyback for 800,000 shares, representing 2.04% for ¥500 million.IBJ, Inc. (TSE:6071) announces a share repurchase program. Under the program, the company will repurchase 800,000 shares, representing 2.04% of the outstanding shares for ¥500 million. The purpose of the program is to enhance capital efficiency and improve shareholder returns and implement a flexible capital policy that responds to the business environment. The program will run until February 8, 2024. As of September 30, 2023, the company had 39,301,494 shares outstanding and 2,698,506 shares in treasury.お知らせ • Sep 07IBJ, Inc. to Report Q3, 2023 Results on Nov 10, 2023IBJ, Inc. announced that they will report Q3, 2023 results on Nov 10, 2023お知らせ • Sep 01IBJ, Inc. (TSE:6071) announces an Equity Buyback for 800,000 shares, representing 1.97% for ¥500 million.IBJ, Inc. (TSE:6071) announces a share repurchase program. Under the program, the company will repurchase 800,000 shares, representing 1.97% of the outstanding shares for ¥500 million. The purpose of the program is to enhance capital efficiency and improve shareholder returns and implement a flexible capital policy that responds to the business environment. The program will run until February 8, 2024. As of August 31, 2023, the company had 40,530,994 shares outstanding and 2,255,906 shares in treasury.New Risk • Aug 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: JP¥10.88 (vs JP¥9.50 in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.88 (up from JP¥9.50 in 2Q 2022). Revenue: JP¥3.86b (up 3.8% from 2Q 2022). Net income: JP¥440.3m (up 15% from 2Q 2022). Profit margin: 11% (up from 10% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% 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 • Aug 11IBJ, Inc. (TSE:6071) announces an Equity Buyback for 800,000 shares, representing 1.97% for ¥500 million.IBJ, Inc. (TSE:6071) announces a share repurchase program. Under the program, the company will repurchase 800,000 shares, representing 2.49% of the outstanding shares for ¥500 million. The purpose of the program is to enhance capital efficiency and improve shareholder returns and implement a flexible capital policy that responds to the business environment. The program will run until February 13, 2024. As of June 30, 2023, the company had 40,530,994 shares outstanding and 1,469,006 shares in treasury.お知らせ • Jun 01IBJ, Inc. to Report Q2, 2023 Results on Aug 10, 2023IBJ, Inc. announced that they will report Q2, 2023 results on Aug 10, 2023Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥9.07 (vs JP¥9.02 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.07 (up from JP¥9.02 in 1Q 2022). Revenue: JP¥3.86b (up 5.9% from 1Q 2022). Net income: JP¥365.0m (up 1.1% from 1Q 2022). Profit margin: 9.4% (in line with 1Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Board Change • Apr 15Less 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. 3 non-independent directors. Independent Outside Director Kohzoh Umezu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥37.16 (up from JP¥26.32 in FY 2021). Revenue: JP¥14.7b (up 4.5% from FY 2021). Net income: JP¥1.49b (up 42% from FY 2021). Profit margin: 10% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥694, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total returns to shareholders of 37% over the past three years.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥861, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 24% over the past three years.Buying Opportunity • Feb 13Now 32% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥1,286, 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. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.Reported Earnings • Feb 12Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥37.16 (up from JP¥26.32 in FY 2021). Revenue: JP¥14.7b (up 4.5% from FY 2021). Net income: JP¥1.49b (up 42% from FY 2021). Profit margin: 10% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 11+ 1 more updateIBJ, Inc. Declares Dividend for the Fiscal Year Ended December 31, 2022, Payable on March 27, 2023; Provides Dividend Guidance for the Full Year Ending December 31, 2023IBJ, Inc. declared a dividend of ¥6.00 per share for the fiscal year ended December 31, 2022. The dividend payable on March 27, 2023.The company provided dividend guidance for the full year ending December 31, 2023. For the year, the company expects to pay dividend of ¥6.00.お知らせ • Dec 23IBJ, Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023IBJ, Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 29 March 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.6%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥10.59 (vs JP¥6.72 in 3Q 2021)Third quarter 2022 results: EPS: JP¥10.59 (up from JP¥6.72 in 3Q 2021). Revenue: JP¥3.69b (up 2.0% from 3Q 2021). Net income: JP¥425.9m (up 58% from 3Q 2021). Profit margin: 12% (up from 7.4% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥10.56 (vs JP¥6.72 in 3Q 2021)Third quarter 2022 results: EPS: JP¥10.56 (up from JP¥6.72 in 3Q 2021). Revenue: JP¥3.69b (up 2.0% from 3Q 2021). Net income: JP¥425.0m (up 58% from 3Q 2021). Profit margin: 12% (up from 7.4% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥908, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 21% over the past three years.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥9.50 (vs JP¥2.87 in 2Q 2021)Second quarter 2022 results: EPS: JP¥9.50 (up from JP¥2.87 in 2Q 2021). Revenue: JP¥3.72b (up 7.4% from 2Q 2021). Net income: JP¥382.0m (up 232% from 2Q 2021). Profit margin: 10% (up from 3.3% in 2Q 2021). Over the next year, revenue is forecast to grow 7.5%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% 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.Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥9.02 (up from JP¥6.30 in 1Q 2021). Revenue: JP¥3.65b (up 11% from 1Q 2021). Net income: JP¥361.0m (up 43% from 1Q 2021). Profit margin: 9.9% (up from 7.7% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 16%, compared to a 10% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 27Price target increased to JP¥1,500Up from JP¥1,300, the current price target is provided by 1 analyst. New target price is 109% above last closing price of JP¥718. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥37.00 for next year compared to JP¥26.32 last year.Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥26.33 (up from JP¥17.14 in FY 2020). Revenue: JP¥14.1b (up 7.7% from FY 2020). Net income: JP¥1.05b (up 54% from FY 2020). Profit margin: 7.5% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 15%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% 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.Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥26.33 (up from JP¥17.14 in FY 2020). Revenue: JP¥14.1b (up 7.7% from FY 2020). Net income: JP¥1.05b (up 54% from FY 2020). Profit margin: 7.5% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 15%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% 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.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥638, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 27% over the past three years.Reported Earnings • Feb 10Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥26.32 (up from JP¥17.14 in FY 2020). Revenue: JP¥14.1b (up 7.7% from FY 2020). Net income: JP¥1.05b (up 54% from FY 2020). Profit margin: 7.5% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 15%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% 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.Upcoming Dividend • Dec 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 30 March 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.0%).Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS JP¥6.72 (vs JP¥3.35 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.62b (up 6.8% from 3Q 2020). Net income: JP¥269.0m (up 101% from 3Q 2020). Profit margin: 7.4% (up from 4.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS JP¥2.87 (vs JP¥2.80 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥3.46b (up 29% from 2Q 2020). Net income: JP¥115.0m (up JP¥227.0m from 2Q 2020). Profit margin: 3.3% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. 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 21% per year, which means it is well ahead of earnings.Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥6.30 (vs JP¥8.09 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥3.29b (down 4.7% from 1Q 2020). Net income: JP¥252.0m (down 22% from 1Q 2020). Profit margin: 7.7% (down from 9.4% in 1Q 2020). 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 8% per year, which means it is well ahead of earnings.Reported Earnings • Apr 03Full year 2020 earnings released: EPS JP¥17.14 (vs JP¥38.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥13.1b (down 14% from FY 2019). Net income: JP¥686.0m (down 55% from FY 2019). Profit margin: 5.2% (down from 10.0% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Mar 12IBJ, Inc. to Report Q1, 2021 Results on May 11, 2021IBJ, Inc. announced that they will report Q1, 2021 results on May 11, 2021Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,146, the stock is trading at a trailing P/E ratio of 66.9x, up from the previous P/E ratio of 56.2x. This compares to an average P/E of 25x in the Consumer Services industry in Japan. Total returns to shareholders over the past three years are 3.2%.Is New 90 Day High Low • Feb 24New 90-day high: JP¥1,097The company is up 38% from its price of JP¥793 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 2.0% over the same period.Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥17.14 (vs JP¥38.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥13.1b (down 14% from FY 2019). Net income: JP¥686.0m (down 55% from FY 2019). Profit margin: 5.2% (down from 10.0% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.6%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Over the next year, revenue is forecast to grow 12%, compared to a 8.1% growth forecast for the Consumer Services industry in Japan.お知らせ • Feb 12IBJ, Inc., Annual General Meeting, Mar 29, 2021IBJ, Inc., Annual General Meeting, Mar 29, 2021.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,020, the stock is trading at a trailing P/E ratio of 57.4x, up from the previous P/E ratio of 48.9x. This compares to an average P/E of 24x in the Consumer Services industry in Japan. Total returns to shareholders over the past three years are 8.6%.Is New 90 Day High Low • Feb 05New 90-day high: JP¥1,020The company is up 5.0% from its price of JP¥973 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is down 4.0% over the same period.株主還元6071JP Consumer ServicesJP 市場7D-0.1%0.7%3.4%1Y6.6%13.8%43.2%株主還元を見る業界別リターン: 6071過去 1 年間で13.8 % の収益を上げたJP Consumer Services業界を下回りました。リターン対市場: 6071は、過去 1 年間で43.2 % のリターンを上げたJP市場を下回りました。価格変動Is 6071's price volatile compared to industry and market?6071 volatility6071 Average Weekly Movement5.4%Consumer Services Industry Average Movement3.9%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 6071 、 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: 6071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20061,469Kenjiro Tsuchiyawww.ibjapan.jp日本で婚活サービスを提供する株式会社IBJ。婚活サイト「ブライダルネット」、結婚相談所「サンマリエ」「ツヴァイ」、結婚・再婚マッチングアプリ「youbride」を運営。また、パーティー・お見合い・交流会などのイベント関連事業、直営の婚活ラウンジ事業、結婚相談所連盟事業、フランチャイズ事業、ライフデザイン事業なども手掛けている。同社は2006年に設立され、東京に本社を置いている。もっと見るIBJ, Inc. 基礎のまとめIBJ の収益と売上を時価総額と比較するとどうか。6071 基礎統計学時価総額JP¥30.71b収益（TTM）JP¥2.49b売上高(TTM)JP¥22.78b12.6xPER（株価収益率1.4xP/Sレシオ6071 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6071 損益計算書（TTM）収益JP¥22.78b売上原価JP¥2.39b売上総利益JP¥20.38bその他の費用JP¥17.89b収益JP¥2.49b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）65.79グロス・マージン89.49%純利益率10.94%有利子負債／自己資本比率67.3%6071 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1.6%現在の配当利回り15%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2026/05/26 08:20終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31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IBJ, Inc. 2 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null nullAstris Advisory Japan, K.K.Nobuo KurahashiIchiyoshi Research Institute Inc.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥27.17 (vs JP¥16.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥27.17 (up from JP¥16.26 in 1Q 2025). Revenue: JP¥7.42b (up 54% from 1Q 2025). Net income: JP¥1.03b (up 67% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥54.88 (up from JP¥40.15 in FY 2024). Revenue: JP¥20.2b (up 14% from FY 2024). Net income: JP¥2.08b (up 36% from FY 2024). Profit margin: 10% (up from 8.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14+ 1 more updateIBJ, Inc. Announces Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 30, 2026 and Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2026IBJ, Inc. announced dividend for the fiscal year ended December 31, 2025 and provided year end dividend guidance for the fiscal year ending December 31, 2026. For the year, the company announced dividend of JPY 10.00 per share against JPY 8.00 per share paid a year ago. Scheduled date of commencing dividend payments is March 30, 2026. For the year, the company expects to pay dividend of JPY 13.00 per share against JPY 10.00 per share a year ago.
お知らせ • Feb 13IBJ, Inc., Annual General Meeting, Mar 27, 2026IBJ, Inc., Annual General Meeting, Mar 27, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥27.17 (vs JP¥16.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥27.17 (up from JP¥16.26 in 1Q 2025). Revenue: JP¥7.42b (up 54% from 1Q 2025). Net income: JP¥1.03b (up 67% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥54.88 (up from JP¥40.15 in FY 2024). Revenue: JP¥20.2b (up 14% from FY 2024). Net income: JP¥2.08b (up 36% from FY 2024). Profit margin: 10% (up from 8.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14+ 1 more updateIBJ, Inc. Announces Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 30, 2026 and Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2026IBJ, Inc. announced dividend for the fiscal year ended December 31, 2025 and provided year end dividend guidance for the fiscal year ending December 31, 2026. For the year, the company announced dividend of JPY 10.00 per share against JPY 8.00 per share paid a year ago. Scheduled date of commencing dividend payments is March 30, 2026. For the year, the company expects to pay dividend of JPY 13.00 per share against JPY 10.00 per share a year ago.
お知らせ • Feb 13IBJ, Inc., Annual General Meeting, Mar 27, 2026IBJ, Inc., Annual General Meeting, Mar 27, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
分析記事 • Dec 21IBJ (TSE:6071) Will Pay A Larger Dividend Than Last Year At ¥10.00IBJ, Inc. ( TSE:6071 ) has announced that it will be increasing its dividend from last year's comparable payment on the...
お知らせ • Dec 19IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others.IBJ, Inc. (TSE:6071) proposed to acquire an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others for approximately ¥460 million on November 12, 2025. A cash consideration valued at ¥527 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 50.10% stake in Decollte Holdings Corporation. At the time of the Tender Offer, the IBJ, Inc concluded a tender offer agreement, with the second largest shareholder of Decollte Holdings Corporation , Kenichiro Kobayashi (number of shares owned: 280,000 shares; shareholding ratio: 5.46%) and agreed on the tendering of all of Decollte Holdings Corporation Shares held by Kobayashi. IBJ, Inc. is conducting a tender offer for shares of Decollte Holdings Corporation, if IBJ, Inc. fails to acquire a majority of the voting rights through the tender offer, it plans to acquire additional shares via in-market acquisition or third-party allocation to secure a majority. Additionally, IBJ, Inc. intends to dispatch a director to Decollte Holdings Corporation and will request the company to propose the appointment of its nominated officer as a director during the 9th Annual General Meeting of Shareholders in December 2025. The tender offer stipulates that if fewer than 361,000 shares are tendered, none will be purchased, while if the number exceeds 878,900 shares, purchases will be subject to proportional distribution. The transaction is subject to minimum tender. The expected completion of the transaction is December 18, 2025. IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others on December 18, 2025. Commencement date of the settlement of the Tender Offer will be on December 25, 2025.
分析記事 • Dec 07IBJ (TSE:6071) Is Increasing Its Dividend To ¥10.00IBJ, Inc. ( TSE:6071 ) has announced that it will be increasing its dividend from last year's comparable payment on the...
Major Estimate Revision • Dec 06Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥60.93 to JP¥42.20. Revenue forecast unchanged from JP¥20.0b at last update. Net income forecast to grow 12% next year vs 12% growth forecast for Consumer Services industry in Japan. Consensus price target of JP¥800 unchanged from last update. Share price was steady at JP¥754 over the past week.
お知らせ • Dec 06IBJ, Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026IBJ, Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026
分析記事 • Nov 21IBJ (TSE:6071) Will Pay A Larger Dividend Than Last Year At ¥10.00The board of IBJ, Inc. ( TSE:6071 ) has announced that it will be paying its dividend of ¥10.00 on the 30th of March...
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: JP¥20.15 (vs JP¥11.92 in 3Q 2024)Third quarter 2025 results: EPS: JP¥20.15 (up from JP¥11.92 in 3Q 2024). Revenue: JP¥5.21b (up 15% from 3Q 2024). Net income: JP¥763.0m (up 70% from 3Q 2024). Profit margin: 15% (up from 9.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% 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 • Sep 21IBJ, Inc. to Report Q3, 2025 Results on Nov 12, 2025IBJ, Inc. announced that they will report Q3, 2025 results on Nov 12, 2025
分析記事 • Aug 15IBJ (TSE:6071) Is Due To Pay A Dividend Of ¥8.00The board of IBJ, Inc. ( TSE:6071 ) has announced that it will pay a dividend of ¥8.00 per share on the 30th of March...
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥769, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,401 per share.
Declared Dividend • Aug 10Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 30th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 35%.
New Risk • Jul 11New 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 5.3% 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. This is currently the only risk that has been identified for the company.
お知らせ • Jun 17IBJ, Inc. to Report Q2, 2025 Results on Aug 08, 2025IBJ, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025
分析記事 • May 12Why Investors Shouldn't Be Surprised By IBJ, Inc.'s (TSE:6071) 28% Share Price SurgeIBJ, Inc. ( TSE:6071 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand. Looking...
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: JP¥16.25 (vs JP¥12.53 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.25 (up from JP¥12.53 in 1Q 2024). Revenue: JP¥4.82b (up 13% from 1Q 2024). Net income: JP¥614.0m (up 28% from 1Q 2024). Profit margin: 13% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 26BJ, Inc. (TSE:6071) acquired additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm.IBJ, Inc. (TSE:6071) signed a letter of intent to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm for approximately ¥610 million on April 3, 2025. IBJ, Inc. (TSE:6071) signed Capital and Business Alliance Agreement to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025.A cash consideration valued at ¥450 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 29.81% stake in Decollte Holdings Corporation and MIXI will continue to own 3.14% stake in Decollte Holdings Corporation. BJ, Inc. (TSE:6071) completed the acquisition of additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025.
New Risk • Apr 07New 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 5.7% 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. This is currently the only risk that has been identified for the company.
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¥539, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 26% over the past three years.
お知らせ • Apr 04IBJ, Inc. (TSE:6071) signed a letter of intent to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm for approximately ¥610 million.IBJ, Inc. (TSE:6071) signed a letter of intent to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm for approximately ¥610 million on April 3, 2025. A cash consideration valued at ¥450 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 29.81% stake in Decollte Holdings Corporation and MIXI will continue to own 3.14% stake in Decollte Holdings Corporation. The expected completion of the transaction is April 10, 2025.
お知らせ • Mar 27IBJ, Inc. to Report Q1, 2025 Results on May 09, 2025IBJ, Inc. announced that they will report Q1, 2025 results on May 09, 2025
Major Estimate Revision • Feb 28Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥19.5b to JP¥20.0b. EPS estimate increased from JP¥51.50 to JP¥63.75 per share. Net income forecast to grow 64% next year vs 18% growth forecast for Consumer Services industry in Japan. Consensus price target of JP¥700 unchanged from last update. Share price was steady at JP¥693 over the past week.
分析記事 • Feb 19IBJ's (TSE:6071) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with IBJ, Inc.'s ( TSE:6071 ) lackluster earnings report last week. Our analysis...
Reported Earnings • Feb 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥40.15 (down from JP¥40.82 in FY 2023). Revenue: JP¥17.7b (flat on FY 2023). Net income: JP¥1.52b (down 6.5% from FY 2023). Profit margin: 8.6% (down from 9.2% in FY 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12IBJ, Inc., Annual General Meeting, Mar 27, 2025IBJ, Inc., Annual General Meeting, Mar 27, 2025.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 26 March 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.8%).
分析記事 • Dec 08IBJ's (TSE:6071) Shareholders Will Receive A Bigger Dividend Than Last YearIBJ, Inc. ( TSE:6071 ) will increase its dividend from last year's comparable payment on the 26th of March to ¥8.00...
お知らせ • Dec 07IBJ, Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025IBJ, Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025
分析記事 • Nov 14IBJ (TSE:6071) Has Announced That It Will Be Increasing Its Dividend To ¥8.00IBJ, Inc. ( TSE:6071 ) will increase its dividend from last year's comparable payment on the 26th of March to ¥8.00...
Declared Dividend • Nov 11Dividend increased to JP¥8.00Dividend of JP¥8.00 is 33% higher than last year. Ex-date: 27th December 2024 Payment date: 26th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 14%.
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥11.91 (vs JP¥14.28 in 3Q 2023)Third quarter 2024 results: EPS: JP¥11.91 (down from JP¥14.28 in 3Q 2023). Revenue: JP¥4.53b (down 22% from 3Q 2023). Net income: JP¥450.0m (down 21% from 3Q 2023). Profit margin: 9.9% (in line with 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Nov 09IBJ, Inc. Provides Dividend Guidance for the Year Ending December 31, 2024IBJ, Inc. provided dividend guidance for the year ending December 31, 2024. For the year, the company expects to pay dividend of JPY 8.00 per share as compared to JPY 6.00 per share paid a year ago.
お知らせ • Sep 21IBJ, Inc. to Report Q3, 2024 Results on Nov 08, 2024IBJ, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024
New Risk • Sep 17New 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 8.3% 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. This is currently the only risk that has been identified for the company.
分析記事 • Sep 04IBJ, Inc. (TSE:6071) Stock Rockets 40% As Investors Are Less Pessimistic Than ExpectedIBJ, Inc. ( TSE:6071 ) shareholders would be excited to see that the share price has had a great month, posting a 40...
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥10.20 (vs JP¥10.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.20 (down from JP¥10.87 in 2Q 2023). Revenue: JP¥4.31b (up 12% from 2Q 2023). Net income: JP¥385.3m (down 12% from 2Q 2023). Profit margin: 8.9% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
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 6.9% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥468, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total loss to shareholders of 52% over the past three years.
お知らせ • Jun 26IBJ, Inc. to Report Q2, 2024 Results on Aug 09, 2024IBJ, Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥12.53 (vs JP¥9.07 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.53 (up from JP¥9.07 in 1Q 2023). Revenue: JP¥4.25b (up 10% from 1Q 2023). Net income: JP¥481.0m (up 32% from 1Q 2023). Profit margin: 11% (up from 9.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in Japan. 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 14% per year, which means it is significantly lagging earnings.
Board Change • Apr 11High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. President & Representative Director Shigeru Ishizaka is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 06IBJ, Inc. to Report Q1, 2024 Results on May 10, 2024IBJ, Inc. announced that they will report Q1, 2024 results on May 10, 2024
Reported Earnings • Mar 28Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥40.82 (up from JP¥37.16 in FY 2022). Revenue: JP¥17.6b (up 20% from FY 2022). Net income: JP¥1.63b (up 9.1% from FY 2022). Profit margin: 9.2% (in line with FY 2022). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Mar 09Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥18.6b to JP¥17.2b. EPS estimate also fell from JP¥43.44 per share to JP¥38.70 per share. Net income forecast to shrink 7.9% next year vs 8.2% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥900 to JP¥600. Share price was steady at JP¥588 over the past week.
お知らせ • Feb 22IBJ, Inc. (TSE:6071) announces an Equity Buyback for 500,000 shares, representing 1.31% for ¥300 million.IBJ, Inc. (TSE:6071) announces a share repurchase program. Under the program, the company will repurchase 500,000 shares, representing 1.31% of the outstanding shares for ¥300 million. The purpose of the program is to enhance capital efficiency and improve shareholder returns and implement a flexible capital policy that responds to the business environment. The program will run until August 25, 2024. As of February 22, 2024, the company had 38,289,694 shares outstanding and 3,710,306 shares in treasury.
Reported Earnings • Feb 10Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥40.82 (up from JP¥37.16 in FY 2022). Revenue: JP¥17.6b (up 20% from FY 2022). Net income: JP¥1.63b (up 9.1% from FY 2022). Profit margin: 9.2% (in line with FY 2022). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Feb 09IBJ, Inc., Annual General Meeting, Mar 25, 2024IBJ, Inc., Annual General Meeting, Mar 25, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥6.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.5%).
お知らせ • Dec 17IBJ, Inc. to Report Fiscal Year 2023 Results on Feb 09, 2024IBJ, Inc. announced that they will report fiscal year 2023 results on Feb 09, 2024
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: JP¥14.28 (vs JP¥10.56 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.28 (up from JP¥10.56 in 3Q 2022). Revenue: JP¥5.83b (up 58% from 3Q 2022). Net income: JP¥572.0m (up 35% from 3Q 2022). Profit margin: 9.8% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Oct 18IBJ, Inc. (TSE:6071) announces an Equity Buyback for 800,000 shares, representing 2.04% for ¥500 million.IBJ, Inc. (TSE:6071) announces a share repurchase program. Under the program, the company will repurchase 800,000 shares, representing 2.04% of the outstanding shares for ¥500 million. The purpose of the program is to enhance capital efficiency and improve shareholder returns and implement a flexible capital policy that responds to the business environment. The program will run until February 8, 2024. As of September 30, 2023, the company had 39,301,494 shares outstanding and 2,698,506 shares in treasury.
お知らせ • Sep 07IBJ, Inc. to Report Q3, 2023 Results on Nov 10, 2023IBJ, Inc. announced that they will report Q3, 2023 results on Nov 10, 2023
お知らせ • Sep 01IBJ, Inc. (TSE:6071) announces an Equity Buyback for 800,000 shares, representing 1.97% for ¥500 million.IBJ, Inc. (TSE:6071) announces a share repurchase program. Under the program, the company will repurchase 800,000 shares, representing 1.97% of the outstanding shares for ¥500 million. The purpose of the program is to enhance capital efficiency and improve shareholder returns and implement a flexible capital policy that responds to the business environment. The program will run until February 8, 2024. As of August 31, 2023, the company had 40,530,994 shares outstanding and 2,255,906 shares in treasury.
New Risk • Aug 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: JP¥10.88 (vs JP¥9.50 in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.88 (up from JP¥9.50 in 2Q 2022). Revenue: JP¥3.86b (up 3.8% from 2Q 2022). Net income: JP¥440.3m (up 15% from 2Q 2022). Profit margin: 11% (up from 10% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% 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 • Aug 11IBJ, Inc. (TSE:6071) announces an Equity Buyback for 800,000 shares, representing 1.97% for ¥500 million.IBJ, Inc. (TSE:6071) announces a share repurchase program. Under the program, the company will repurchase 800,000 shares, representing 2.49% of the outstanding shares for ¥500 million. The purpose of the program is to enhance capital efficiency and improve shareholder returns and implement a flexible capital policy that responds to the business environment. The program will run until February 13, 2024. As of June 30, 2023, the company had 40,530,994 shares outstanding and 1,469,006 shares in treasury.
お知らせ • Jun 01IBJ, Inc. to Report Q2, 2023 Results on Aug 10, 2023IBJ, Inc. announced that they will report Q2, 2023 results on Aug 10, 2023
Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥9.07 (vs JP¥9.02 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.07 (up from JP¥9.02 in 1Q 2022). Revenue: JP¥3.86b (up 5.9% from 1Q 2022). Net income: JP¥365.0m (up 1.1% from 1Q 2022). Profit margin: 9.4% (in line with 1Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Board Change • Apr 15Less 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. 3 non-independent directors. Independent Outside Director Kohzoh Umezu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥37.16 (up from JP¥26.32 in FY 2021). Revenue: JP¥14.7b (up 4.5% from FY 2021). Net income: JP¥1.49b (up 42% from FY 2021). Profit margin: 10% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥694, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total returns to shareholders of 37% over the past three years.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥861, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 24% over the past three years.
Buying Opportunity • Feb 13Now 32% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥1,286, 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. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
Reported Earnings • Feb 12Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥37.16 (up from JP¥26.32 in FY 2021). Revenue: JP¥14.7b (up 4.5% from FY 2021). Net income: JP¥1.49b (up 42% from FY 2021). Profit margin: 10% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 11+ 1 more updateIBJ, Inc. Declares Dividend for the Fiscal Year Ended December 31, 2022, Payable on March 27, 2023; Provides Dividend Guidance for the Full Year Ending December 31, 2023IBJ, Inc. declared a dividend of ¥6.00 per share for the fiscal year ended December 31, 2022. The dividend payable on March 27, 2023.The company provided dividend guidance for the full year ending December 31, 2023. For the year, the company expects to pay dividend of ¥6.00.
お知らせ • Dec 23IBJ, Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023IBJ, Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 29 March 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.6%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥10.59 (vs JP¥6.72 in 3Q 2021)Third quarter 2022 results: EPS: JP¥10.59 (up from JP¥6.72 in 3Q 2021). Revenue: JP¥3.69b (up 2.0% from 3Q 2021). Net income: JP¥425.9m (up 58% from 3Q 2021). Profit margin: 12% (up from 7.4% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥10.56 (vs JP¥6.72 in 3Q 2021)Third quarter 2022 results: EPS: JP¥10.56 (up from JP¥6.72 in 3Q 2021). Revenue: JP¥3.69b (up 2.0% from 3Q 2021). Net income: JP¥425.0m (up 58% from 3Q 2021). Profit margin: 12% (up from 7.4% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥908, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 21% over the past three years.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥9.50 (vs JP¥2.87 in 2Q 2021)Second quarter 2022 results: EPS: JP¥9.50 (up from JP¥2.87 in 2Q 2021). Revenue: JP¥3.72b (up 7.4% from 2Q 2021). Net income: JP¥382.0m (up 232% from 2Q 2021). Profit margin: 10% (up from 3.3% in 2Q 2021). Over the next year, revenue is forecast to grow 7.5%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% 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.
Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥9.02 (up from JP¥6.30 in 1Q 2021). Revenue: JP¥3.65b (up 11% from 1Q 2021). Net income: JP¥361.0m (up 43% from 1Q 2021). Profit margin: 9.9% (up from 7.7% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 16%, compared to a 10% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 27Price target increased to JP¥1,500Up from JP¥1,300, the current price target is provided by 1 analyst. New target price is 109% above last closing price of JP¥718. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥37.00 for next year compared to JP¥26.32 last year.
Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥26.33 (up from JP¥17.14 in FY 2020). Revenue: JP¥14.1b (up 7.7% from FY 2020). Net income: JP¥1.05b (up 54% from FY 2020). Profit margin: 7.5% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 15%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% 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.
Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥26.33 (up from JP¥17.14 in FY 2020). Revenue: JP¥14.1b (up 7.7% from FY 2020). Net income: JP¥1.05b (up 54% from FY 2020). Profit margin: 7.5% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 15%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% 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.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥638, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 27% over the past three years.
Reported Earnings • Feb 10Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥26.32 (up from JP¥17.14 in FY 2020). Revenue: JP¥14.1b (up 7.7% from FY 2020). Net income: JP¥1.05b (up 54% from FY 2020). Profit margin: 7.5% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 15%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% 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.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 30 March 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.0%).
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS JP¥6.72 (vs JP¥3.35 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.62b (up 6.8% from 3Q 2020). Net income: JP¥269.0m (up 101% from 3Q 2020). Profit margin: 7.4% (up from 4.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS JP¥2.87 (vs JP¥2.80 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥3.46b (up 29% from 2Q 2020). Net income: JP¥115.0m (up JP¥227.0m from 2Q 2020). Profit margin: 3.3% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. 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 21% per year, which means it is well ahead of earnings.
Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥6.30 (vs JP¥8.09 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥3.29b (down 4.7% from 1Q 2020). Net income: JP¥252.0m (down 22% from 1Q 2020). Profit margin: 7.7% (down from 9.4% in 1Q 2020). 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 8% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 03Full year 2020 earnings released: EPS JP¥17.14 (vs JP¥38.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥13.1b (down 14% from FY 2019). Net income: JP¥686.0m (down 55% from FY 2019). Profit margin: 5.2% (down from 10.0% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Mar 12IBJ, Inc. to Report Q1, 2021 Results on May 11, 2021IBJ, Inc. announced that they will report Q1, 2021 results on May 11, 2021
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,146, the stock is trading at a trailing P/E ratio of 66.9x, up from the previous P/E ratio of 56.2x. This compares to an average P/E of 25x in the Consumer Services industry in Japan. Total returns to shareholders over the past three years are 3.2%.
Is New 90 Day High Low • Feb 24New 90-day high: JP¥1,097The company is up 38% from its price of JP¥793 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 2.0% over the same period.
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥17.14 (vs JP¥38.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥13.1b (down 14% from FY 2019). Net income: JP¥686.0m (down 55% from FY 2019). Profit margin: 5.2% (down from 10.0% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.
Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.6%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Over the next year, revenue is forecast to grow 12%, compared to a 8.1% growth forecast for the Consumer Services industry in Japan.
お知らせ • Feb 12IBJ, Inc., Annual General Meeting, Mar 29, 2021IBJ, Inc., Annual General Meeting, Mar 29, 2021.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,020, the stock is trading at a trailing P/E ratio of 57.4x, up from the previous P/E ratio of 48.9x. This compares to an average P/E of 24x in the Consumer Services industry in Japan. Total returns to shareholders over the past three years are 8.6%.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥1,020The company is up 5.0% from its price of JP¥973 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is down 4.0% over the same period.
