Convano(6574)株式概要株式会社コンヴァノは日本国内でネイルサロンの経営とフランチャイズ展開を行っている。 詳細6574 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績3/6財務の健全性5/6配当金0/6報酬今年は黒字化を達成 リスク分析高いレベルの非現金収入 過去1年間で株主の希薄化が進んだ JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る6574 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¥102.0030.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-340m37b2016201920222025202620282031Revenue JP¥37.3bEarnings JP¥11.5bAdvancedSet Fair ValueView all narrativesConvano Inc. 競合他社InforichSymbol: TSE:9338Market cap: JP¥45.3bPIASymbol: TSE:4337Market cap: JP¥53.0bJp-HoldingsIncSymbol: TSE:2749Market cap: JP¥57.5bSAN HoldingsSymbol: TSE:9628Market cap: JP¥30.4b価格と性能株価の高値、安値、推移の概要Convano過去の株価現在の株価JP¥102.0052週高値JP¥375.0052週安値JP¥19.60ベータ1.651ヶ月の変化-5.56%3ヶ月変化-19.69%1年変化420.41%3年間の変化1,429.24%5年間の変化1,555.84%IPOからの変化357.40%最新ニュースお知らせ • May 09Convano Inc. to Report Fiscal Year 2026 Results on May 15, 2026Convano Inc. announced that they will report fiscal year 2026 results on May 15, 2026Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥124, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,351% over the past three years.分析記事 • Feb 03Convano (TSE:6574) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 07Investors Appear Satisfied With Convano Inc.'s (TSE:6574) Prospects As Shares Rocket 36%Convano Inc. ( TSE:6574 ) shareholders are no doubt pleased to see that the share price has bounced 36% in the last...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥136, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,687% over the past three years.お知らせ • Jan 06Convano Inc. to Report Q3, 2026 Results on Feb 13, 2026Convano Inc. announced that they will report Q3, 2026 results on Feb 13, 2026最新情報をもっと見るRecent updatesお知らせ • May 09Convano Inc. to Report Fiscal Year 2026 Results on May 15, 2026Convano Inc. announced that they will report fiscal year 2026 results on May 15, 2026Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥124, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,351% over the past three years.分析記事 • Feb 03Convano (TSE:6574) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 07Investors Appear Satisfied With Convano Inc.'s (TSE:6574) Prospects As Shares Rocket 36%Convano Inc. ( TSE:6574 ) shareholders are no doubt pleased to see that the share price has bounced 36% in the last...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥136, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,687% over the past three years.お知らせ • Jan 06Convano Inc. to Report Q3, 2026 Results on Feb 13, 2026Convano Inc. announced that they will report Q3, 2026 results on Feb 13, 2026New Risk • Nov 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). High level of non-cash earnings (168% accrual ratio). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥124, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,380% over the past three years.分析記事 • Nov 23With A 34% Price Drop For Convano Inc. (TSE:6574) You'll Still Get What You Pay ForTo the annoyance of some shareholders, Convano Inc. ( TSE:6574 ) shares are down a considerable 34% in the last month...分析記事 • Nov 20We Think That There Are Issues Underlying Convano's (TSE:6574) EarningsDespite announcing strong earnings, Convano Inc.'s ( TSE:6574 ) stock was sluggish. We think that the market might be...分析記事 • Nov 18Returns On Capital Are Showing Encouraging Signs At Convano (TSE:6574)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 168% 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (24% average weekly change). High level of non-cash earnings (168% accrual ratio).お知らせ • Oct 24Convano Inc. (TSE:6574) announces an Equity Buyback for 500,000 shares, representing 0.1% for ¥200 million.Convano Inc. (TSE:6574) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 0.1% of its issued share capital, for ¥200 million. The purpose of the program is to strengthen shareholder returns and maximize shareholder value by responding flexibly to the current market environment and improving capital efficiency (ROE, value per share), while adhering to our basic policy of growth investment. The program is subject to approval from extraordinary general meeting of shareholders. The program will expire on January 31, 2026. As of October 24, 2025, the company had 509,156,000 shares (excluding treasury stock) in issue and 20,100 shares in treasury.分析記事 • Oct 09What You Can Learn From Convano Inc.'s (TSE:6574) P/S After Its 42% Share Price CrashConvano Inc. ( TSE:6574 ) shares have retraced a considerable 42% in the last month, reversing a fair amount of their...お知らせ • Oct 07Convano Inc. to Report Q2, 2026 Results on Nov 13, 2025Convano Inc. announced that they will report Q2, 2026 results on Nov 13, 2025New Risk • Aug 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥11.3b (US$76.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risk Market cap is less than US$100m (JP¥11.3b market cap, or US$76.2m).分析記事 • Aug 24Convano Inc. (TSE:6574) Stocks Shoot Up 225% But Its P/S Still Looks ReasonableConvano Inc. ( TSE:6574 ) shares have continued their recent momentum with a 225% gain in the last month alone. The...お知らせ • Jul 03Convano Inc. to Report Q1, 2026 Results on Aug 15, 2025Convano Inc. announced that they will report Q1, 2026 results on Aug 15, 2025分析記事 • Jul 02After Leaping 43% Convano Inc. (TSE:6574) Shares Are Not Flying Under The RadarDespite an already strong run, Convano Inc. ( TSE:6574 ) shares have been powering on, with a gain of 43% in the last...お知らせ • Jul 02Convano Inc. announced that it expects to receive ¥26.6 million in funding from Dimensional Co., Ltd.Convano Inc. announced a private placement to issue 7,000 units of 4th series of stock acquisition rights through third-party allotment to Dimensional Co., Ltd at an issue price of ¥3,800 per right for gross proceeds of ¥26,600,000 on June 30, 2025. The transaction has been approved by shareholders, expected to close on July 16, 2025. The company has disclosed the Amount of funds to be raised, use, and planned time of expenditure Amount of funds to be raised by the issuance of the stock acquisition rights (estimated net proceeds) Total amount of payment: ¥6,018,600,000, Total amount of payment for the stock acquisition rights: ¥26,600,000, Value of assets to be contributed when the stock acquisition rights are exercised: ¥5,992,000,000, Estimated issuance expenses: ¥8,000,000 and Estimated net proceeds: ¥6,010,600,000. The initial exercise price will be ¥8,560 The exercise period is from July 16, 2025 to July 15, 2027.分析記事 • Jun 11Is Convano (TSE:6574) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥17.76 (vs JP¥77.05 loss in FY 2024)Full year 2025 results: EPS: JP¥17.76 (up from JP¥77.05 loss in FY 2024). Revenue: JP¥3.24b (up 25% from FY 2024). Net income: JP¥77.0m (up JP¥275.0m from FY 2024). Profit margin: 2.4% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 86% per year, which means it is well ahead of earnings.分析記事 • May 16There's Reason For Concern Over Convano Inc.'s (TSE:6574) Massive 35% Price JumpThe Convano Inc. ( TSE:6574 ) share price has done very well over the last month, posting an excellent gain of 35%. The...お知らせ • May 16Convano Inc., Annual General Meeting, Jun 27, 2025Convano Inc., Annual General Meeting, Jun 27, 2025.New Risk • May 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥11.0b market cap, or US$75.9m).お知らせ • Mar 29Convano Inc. to Report Fiscal Year 2025 Results on May 15, 2025Convano Inc. announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥7.61 (vs JP¥0.33 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.61 (up from JP¥0.33 loss in 3Q 2024). Revenue: JP¥827.0m (up 28% from 3Q 2024). Net income: JP¥33.0m (up JP¥33.0m from 3Q 2024). Profit margin: 4.0% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.お知らせ • Jan 17Convano Inc. to Report Q3, 2025 Results on Feb 14, 2025Convano Inc. announced that they will report Q3, 2025 results on Feb 14, 2025お知らせ • Oct 01Convano Inc. to Report Q2, 2025 Results on Nov 14, 2024Convano Inc. announced that they will report Q2, 2025 results on Nov 14, 2024Buy Or Sell Opportunity • Aug 13Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 4.8% to JP¥1,451. The fair value is estimated to be JP¥1,120, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 15%.お知らせ • Jun 28Convano Inc. to Report Q1, 2025 Results on Aug 09, 2024Convano Inc. announced that they will report Q1, 2025 results on Aug 09, 2024Buy Or Sell Opportunity • May 15Now 40% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to JP¥1,384. The fair value is estimated to be JP¥986, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 15%.Reported Earnings • May 13Full year 2024 earnings released: JP¥77.05 loss per share (vs JP¥14.98 loss in FY 2023)Full year 2024 results: JP¥77.05 loss per share (further deteriorated from JP¥14.98 loss in FY 2023). Revenue: JP¥2.59b (up 11% from FY 2023). Net loss: JP¥198.0m (loss widened 482% from FY 2023). 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.お知らせ • May 12Convano Inc., Annual General Meeting, Jun 27, 2024Convano Inc., Annual General Meeting, Jun 27, 2024.New Risk • Apr 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.7% average weekly change). Earnings have declined by 7.2% per year over the past 5 years. Shareholders have been substantially diluted in the past year (91% increase in shares outstanding). Minor Risks High level of debt (54% net debt to equity). Market cap is less than US$100m (JP¥4.03b market cap, or US$26.1m).Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 37%After last week's 37% share price gain to JP¥930, the stock trades at a trailing P/E ratio of 52.3x. Average trailing P/E is 18x in the Consumer Services industry in Japan. Total returns to shareholders of 53% over the past three years.お知らせ • Mar 06Convano Inc. to Report Fiscal Year 2024 Results on May 10, 2024Convano Inc. announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: JP¥646.0m (up 7.5% from 3Q 2023). Net income: JP¥0 (up JP¥3.00m from 3Q 2023). Profit margin: 0% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.New Risk • Feb 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 91% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 12% per year over the past 5 years. Shareholders have been substantially diluted in the past year (91% increase in shares outstanding). Minor Risks High level of debt (54% net debt to equity). Market cap is less than US$100m (JP¥3.50b market cap, or US$23.4m).お知らせ • Feb 08Convano Inc. announced that it has received ¥1.03 billion in fundingOn February 8, 2024, Convano Inc. closed the transaction. The transaction has been approved at the extraordinary general meeting of shareholders.お知らせ • Dec 15Convano Inc. to Report Q3, 2024 Results on Feb 14, 2024Convano Inc. announced that they will report Q3, 2024 results on Feb 14, 2024Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥468, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 21x in the Consumer Services industry in Japan. Total loss to shareholders of 20% over the past three years.お知らせ • Aug 20Convano Inc. to Report Q2, 2024 Results on Nov 13, 2023Convano Inc. announced that they will report Q2, 2024 results on Nov 13, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥3.52 (vs JP¥16.31 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥3.52 (up from JP¥16.31 loss in 1Q 2023). Revenue: JP¥651.0m (up 23% from 1Q 2023). Net income: JP¥8.00m (up JP¥45.0m from 1Q 2023). Profit margin: 1.2% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.New Risk • Jul 12New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.39b (US$9.97m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings have declined by 23% per year over the past 5 years. Market cap is less than US$10m (JP¥1.39b market cap, or US$9.97m).お知らせ • Jun 12Convano Inc. to Report Q1, 2024 Results on Aug 10, 2023Convano Inc. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 17Full year 2023 earnings released: JP¥14.98 loss per share (vs JP¥22.51 profit in FY 2022)Full year 2023 results: JP¥14.98 loss per share (down from JP¥22.51 profit in FY 2022). Revenue: JP¥2.33b (up 8.8% from FY 2022). Net loss: JP¥34.0m (down 167% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥1.32 loss per share (vs JP¥14.11 profit in 3Q 2022)Third quarter 2023 results: JP¥1.32 loss per share (down from JP¥14.11 profit in 3Q 2022). Revenue: JP¥602.0m (up 13% from 3Q 2022). Net loss: JP¥3.00m (down 109% from profit in 3Q 2022). 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 26% per year, which means it is significantly lagging earnings.お知らせ • Dec 02Convano Inc. to Report Q3, 2023 Results on Feb 10, 2023Convano Inc. announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Akiko Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥6.61 loss per share (vs JP¥19.85 profit in 2Q 2022)Second quarter 2023 results: JP¥6.61 loss per share (down from JP¥19.85 profit in 2Q 2022). Revenue: JP¥574.0m (flat on 2Q 2022). Net loss: JP¥15.0m (down 133% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Aug 31Convano Inc. to Report Q2, 2023 Results on Nov 11, 2022Convano Inc. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 15First quarter 2023 earnings released: JP¥16.31 loss per share (vs JP¥12.38 profit in 1Q 2022)First quarter 2023 results: JP¥16.31 loss per share (down from JP¥12.38 profit in 1Q 2022). Revenue: JP¥530.0m (down 1.1% from 1Q 2022). Net loss: JP¥37.0m (down 232% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 10Convano Inc. to Report Q1, 2023 Results on Aug 12, 2022Convano Inc. announced that they will report Q1, 2023 results on Aug 12, 2022Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥22.51 (vs JP¥96.11 loss in FY 2021)Full year 2022 results: EPS: JP¥22.51 (up from JP¥96.11 loss in FY 2021). Revenue: JP¥2.14b (up 33% from FY 2021). Net income: JP¥51.0m (up JP¥267.0m from FY 2021). Profit margin: 2.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 9% per year.お知らせ • May 14Convano Inc., Annual General Meeting, Jun 29, 2022Convano Inc., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 4 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Corporate Auditor Yasuaki Sumikawa is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Akiko Ito was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Apr 08Convano Inc. to Report Fiscal Year 2022 Results on May 12, 2022Convano Inc. announced that they will report fiscal year 2022 results on May 12, 2022Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥14.11 (up from JP¥1.78 in 3Q 2021). Revenue: JP¥533.0m (up 3.9% from 3Q 2021). Net income: JP¥32.0m (up JP¥28.0m from 3Q 2021). Profit margin: 6.0% (up from 0.8% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.9%. Earnings per share (EPS) exceeded analyst estimates. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥691, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 18x in the Consumer Services industry in Japan. Total loss to shareholders of 38% over the past three years.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥20.29 (vs JP¥38.70 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥571.0m (up 28% from 2Q 2021). Net income: JP¥46.0m (up JP¥133.0m from 2Q 2021). Profit margin: 8.1% (up from net loss in 2Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥910, the stock trades at a trailing P/E ratio of 73.7x. Average trailing P/E is 26x in the Consumer Services industry in Japan. Total loss to shareholders of 47% over the past three years.Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥12.38 (vs JP¥96.28 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥536.0m (up 225% from 1Q 2021). Net income: JP¥28.0m (up JP¥244.0m from 1Q 2021). Profit margin: 5.2% (up from net loss in 1Q 2021).Reported Earnings • May 16Full year 2021 earnings released: JP¥96.11 loss per share (vs JP¥50.17 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.62b (down 33% from FY 2020). Net loss: JP¥216.0m (down 293% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.お知らせ • Mar 04Convano Inc. to Report Fiscal Year 2021 Results on May 13, 2021Convano Inc. announced that they will report fiscal year 2021 results on May 13, 2021Is New 90 Day High Low • Feb 15New 90-day high: JP¥602The company is up 4.0% from its price of JP¥580 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is flat over the same period.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥2.22 (vs JP¥12.97 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥514.0m (down 15% from 3Q 2020). Net income: JP¥5.00m (down 83% from 3Q 2020). Profit margin: 1.0% (down from 4.8% in 3Q 2020). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Jan 29New 90-day low: JP¥513The company is down 24% from its price of JP¥675 on 30 October 2020. The Japanese market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 2.0% over the same period.Is New 90 Day High Low • Dec 22New 90-day low: JP¥528The company is down 27% from its price of JP¥720 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 8.0% over the same period.Is New 90 Day High Low • Dec 07New 90-day low: JP¥578The company is down 19% from its price of JP¥718 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 3.0% over the same period.お知らせ • Nov 20Convano Inc. to Report Q3, 2021 Results on Feb 09, 2021Convano Inc. announced that they will report Q3, 2021 results on Feb 09, 2021お知らせ • Aug 30Convano Inc. to Report Q2, 2021 Results on Nov 12, 2020Convano Inc. announced that they will report Q2, 2021 results on Nov 12, 2020お知らせ • Jun 28Convano Inc. to Report Q1, 2021 Results on Aug 11, 2020Convano Inc. announced that they will report Q1, 2021 results on Aug 11, 2020株主還元6574JP Consumer ServicesJP 市場7D0%0.8%3.2%1Y420.4%13.6%39.4%株主還元を見る業界別リターン: 6574過去 1 年間で13.6 % の収益を上げたJP Consumer Services業界を上回りました。リターン対市場: 6574過去 1 年間で39.4 % の収益を上げたJP市場を上回りました。価格変動Is 6574's price volatile compared to industry and market?6574 volatility6574 Average Weekly Movement8.7%Consumer Services Industry Average Movement4.1%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.4%安定した株価: 6574の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6574の 週次ボラティリティ は過去 1 年間で18%から9%に減少しましたが、依然としてJP株の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト2007436Aya Kamiyotsumotoconvano.com株式会社コンヴァノは日本国内でネイルサロンの経営とフランチャイズ展開を行っている。FASTNAIL(ファストネイル)」「FASTNAIL PLUS(ファストネイルプラス)」「FASTNAIL LOCO(ファストネイルロコ)」のブランド名でサービスを提供するほか、「CONST(コンスト)」「Legaly(レガリー)」のブランドを扱う。また、オンライン予約のためのプラットフォーム「FASTNAILTOWN」を展開している。その他、医療用品の卸・販売、医療デジタルトランスフォーメーション支援、MA事業、投資事業などを行っている。株式会社コンヴァノは2007年に設立され、東京に本社を置く。もっと見るConvano Inc. 基礎のまとめConvano の収益と売上を時価総額と比較するとどうか。6574 基礎統計学時価総額JP¥51.93b収益(TTM)JP¥3.12b売上高(TTM)JP¥10.10b16.6xPER(株価収益率5.1xP/Sレシオ6574 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6574 損益計算書(TTM)収益JP¥10.10b売上原価JP¥4.71b売上総利益JP¥5.38bその他の費用JP¥2.26b収益JP¥3.12b直近の収益報告Dec 31, 2025次回決算日May 15, 2026一株当たり利益(EPS)6.13グロス・マージン53.30%純利益率30.91%有利子負債/自己資本比率20.7%6574 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1.0%現在の配当利回りn/a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2026/05/12 01:55終値2026/05/12 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Convano Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Masumi OishiIchiyoshi Research Institute Inc.Kenji SakaiMizuho Securities Co., Ltd.Toshinori KatsukiNomura Securities Co. Ltd.1 その他のアナリストを表示
お知らせ • May 09Convano Inc. to Report Fiscal Year 2026 Results on May 15, 2026Convano Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥124, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,351% over the past three years.
分析記事 • Feb 03Convano (TSE:6574) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 07Investors Appear Satisfied With Convano Inc.'s (TSE:6574) Prospects As Shares Rocket 36%Convano Inc. ( TSE:6574 ) shareholders are no doubt pleased to see that the share price has bounced 36% in the last...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥136, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,687% over the past three years.
お知らせ • Jan 06Convano Inc. to Report Q3, 2026 Results on Feb 13, 2026Convano Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
お知らせ • May 09Convano Inc. to Report Fiscal Year 2026 Results on May 15, 2026Convano Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥124, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,351% over the past three years.
分析記事 • Feb 03Convano (TSE:6574) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 07Investors Appear Satisfied With Convano Inc.'s (TSE:6574) Prospects As Shares Rocket 36%Convano Inc. ( TSE:6574 ) shareholders are no doubt pleased to see that the share price has bounced 36% in the last...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥136, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,687% over the past three years.
お知らせ • Jan 06Convano Inc. to Report Q3, 2026 Results on Feb 13, 2026Convano Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
New Risk • Nov 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). High level of non-cash earnings (168% accrual ratio). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥124, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 2,380% over the past three years.
分析記事 • Nov 23With A 34% Price Drop For Convano Inc. (TSE:6574) You'll Still Get What You Pay ForTo the annoyance of some shareholders, Convano Inc. ( TSE:6574 ) shares are down a considerable 34% in the last month...
分析記事 • Nov 20We Think That There Are Issues Underlying Convano's (TSE:6574) EarningsDespite announcing strong earnings, Convano Inc.'s ( TSE:6574 ) stock was sluggish. We think that the market might be...
分析記事 • Nov 18Returns On Capital Are Showing Encouraging Signs At Convano (TSE:6574)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 168% 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (24% average weekly change). High level of non-cash earnings (168% accrual ratio).
お知らせ • Oct 24Convano Inc. (TSE:6574) announces an Equity Buyback for 500,000 shares, representing 0.1% for ¥200 million.Convano Inc. (TSE:6574) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 0.1% of its issued share capital, for ¥200 million. The purpose of the program is to strengthen shareholder returns and maximize shareholder value by responding flexibly to the current market environment and improving capital efficiency (ROE, value per share), while adhering to our basic policy of growth investment. The program is subject to approval from extraordinary general meeting of shareholders. The program will expire on January 31, 2026. As of October 24, 2025, the company had 509,156,000 shares (excluding treasury stock) in issue and 20,100 shares in treasury.
分析記事 • Oct 09What You Can Learn From Convano Inc.'s (TSE:6574) P/S After Its 42% Share Price CrashConvano Inc. ( TSE:6574 ) shares have retraced a considerable 42% in the last month, reversing a fair amount of their...
お知らせ • Oct 07Convano Inc. to Report Q2, 2026 Results on Nov 13, 2025Convano Inc. announced that they will report Q2, 2026 results on Nov 13, 2025
New Risk • Aug 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥11.3b (US$76.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risk Market cap is less than US$100m (JP¥11.3b market cap, or US$76.2m).
分析記事 • Aug 24Convano Inc. (TSE:6574) Stocks Shoot Up 225% But Its P/S Still Looks ReasonableConvano Inc. ( TSE:6574 ) shares have continued their recent momentum with a 225% gain in the last month alone. The...
お知らせ • Jul 03Convano Inc. to Report Q1, 2026 Results on Aug 15, 2025Convano Inc. announced that they will report Q1, 2026 results on Aug 15, 2025
分析記事 • Jul 02After Leaping 43% Convano Inc. (TSE:6574) Shares Are Not Flying Under The RadarDespite an already strong run, Convano Inc. ( TSE:6574 ) shares have been powering on, with a gain of 43% in the last...
お知らせ • Jul 02Convano Inc. announced that it expects to receive ¥26.6 million in funding from Dimensional Co., Ltd.Convano Inc. announced a private placement to issue 7,000 units of 4th series of stock acquisition rights through third-party allotment to Dimensional Co., Ltd at an issue price of ¥3,800 per right for gross proceeds of ¥26,600,000 on June 30, 2025. The transaction has been approved by shareholders, expected to close on July 16, 2025. The company has disclosed the Amount of funds to be raised, use, and planned time of expenditure Amount of funds to be raised by the issuance of the stock acquisition rights (estimated net proceeds) Total amount of payment: ¥6,018,600,000, Total amount of payment for the stock acquisition rights: ¥26,600,000, Value of assets to be contributed when the stock acquisition rights are exercised: ¥5,992,000,000, Estimated issuance expenses: ¥8,000,000 and Estimated net proceeds: ¥6,010,600,000. The initial exercise price will be ¥8,560 The exercise period is from July 16, 2025 to July 15, 2027.
分析記事 • Jun 11Is Convano (TSE:6574) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥17.76 (vs JP¥77.05 loss in FY 2024)Full year 2025 results: EPS: JP¥17.76 (up from JP¥77.05 loss in FY 2024). Revenue: JP¥3.24b (up 25% from FY 2024). Net income: JP¥77.0m (up JP¥275.0m from FY 2024). Profit margin: 2.4% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 86% per year, which means it is well ahead of earnings.
分析記事 • May 16There's Reason For Concern Over Convano Inc.'s (TSE:6574) Massive 35% Price JumpThe Convano Inc. ( TSE:6574 ) share price has done very well over the last month, posting an excellent gain of 35%. The...
お知らせ • May 16Convano Inc., Annual General Meeting, Jun 27, 2025Convano Inc., Annual General Meeting, Jun 27, 2025.
New Risk • May 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥11.0b market cap, or US$75.9m).
お知らせ • Mar 29Convano Inc. to Report Fiscal Year 2025 Results on May 15, 2025Convano Inc. announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥7.61 (vs JP¥0.33 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.61 (up from JP¥0.33 loss in 3Q 2024). Revenue: JP¥827.0m (up 28% from 3Q 2024). Net income: JP¥33.0m (up JP¥33.0m from 3Q 2024). Profit margin: 4.0% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 17Convano Inc. to Report Q3, 2025 Results on Feb 14, 2025Convano Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
お知らせ • Oct 01Convano Inc. to Report Q2, 2025 Results on Nov 14, 2024Convano Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
Buy Or Sell Opportunity • Aug 13Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 4.8% to JP¥1,451. The fair value is estimated to be JP¥1,120, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 15%.
お知らせ • Jun 28Convano Inc. to Report Q1, 2025 Results on Aug 09, 2024Convano Inc. announced that they will report Q1, 2025 results on Aug 09, 2024
Buy Or Sell Opportunity • May 15Now 40% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to JP¥1,384. The fair value is estimated to be JP¥986, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 15%.
Reported Earnings • May 13Full year 2024 earnings released: JP¥77.05 loss per share (vs JP¥14.98 loss in FY 2023)Full year 2024 results: JP¥77.05 loss per share (further deteriorated from JP¥14.98 loss in FY 2023). Revenue: JP¥2.59b (up 11% from FY 2023). Net loss: JP¥198.0m (loss widened 482% from FY 2023). 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.
お知らせ • May 12Convano Inc., Annual General Meeting, Jun 27, 2024Convano Inc., Annual General Meeting, Jun 27, 2024.
New Risk • Apr 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.7% average weekly change). Earnings have declined by 7.2% per year over the past 5 years. Shareholders have been substantially diluted in the past year (91% increase in shares outstanding). Minor Risks High level of debt (54% net debt to equity). Market cap is less than US$100m (JP¥4.03b market cap, or US$26.1m).
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 37%After last week's 37% share price gain to JP¥930, the stock trades at a trailing P/E ratio of 52.3x. Average trailing P/E is 18x in the Consumer Services industry in Japan. Total returns to shareholders of 53% over the past three years.
お知らせ • Mar 06Convano Inc. to Report Fiscal Year 2024 Results on May 10, 2024Convano Inc. announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: JP¥646.0m (up 7.5% from 3Q 2023). Net income: JP¥0 (up JP¥3.00m from 3Q 2023). Profit margin: 0% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 91% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 12% per year over the past 5 years. Shareholders have been substantially diluted in the past year (91% increase in shares outstanding). Minor Risks High level of debt (54% net debt to equity). Market cap is less than US$100m (JP¥3.50b market cap, or US$23.4m).
お知らせ • Feb 08Convano Inc. announced that it has received ¥1.03 billion in fundingOn February 8, 2024, Convano Inc. closed the transaction. The transaction has been approved at the extraordinary general meeting of shareholders.
お知らせ • Dec 15Convano Inc. to Report Q3, 2024 Results on Feb 14, 2024Convano Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥468, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 21x in the Consumer Services industry in Japan. Total loss to shareholders of 20% over the past three years.
お知らせ • Aug 20Convano Inc. to Report Q2, 2024 Results on Nov 13, 2023Convano Inc. announced that they will report Q2, 2024 results on Nov 13, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥3.52 (vs JP¥16.31 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥3.52 (up from JP¥16.31 loss in 1Q 2023). Revenue: JP¥651.0m (up 23% from 1Q 2023). Net income: JP¥8.00m (up JP¥45.0m from 1Q 2023). Profit margin: 1.2% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 12New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.39b (US$9.97m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings have declined by 23% per year over the past 5 years. Market cap is less than US$10m (JP¥1.39b market cap, or US$9.97m).
お知らせ • Jun 12Convano Inc. to Report Q1, 2024 Results on Aug 10, 2023Convano Inc. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 17Full year 2023 earnings released: JP¥14.98 loss per share (vs JP¥22.51 profit in FY 2022)Full year 2023 results: JP¥14.98 loss per share (down from JP¥22.51 profit in FY 2022). Revenue: JP¥2.33b (up 8.8% from FY 2022). Net loss: JP¥34.0m (down 167% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥1.32 loss per share (vs JP¥14.11 profit in 3Q 2022)Third quarter 2023 results: JP¥1.32 loss per share (down from JP¥14.11 profit in 3Q 2022). Revenue: JP¥602.0m (up 13% from 3Q 2022). Net loss: JP¥3.00m (down 109% from profit in 3Q 2022). 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 26% per year, which means it is significantly lagging earnings.
お知らせ • Dec 02Convano Inc. to Report Q3, 2023 Results on Feb 10, 2023Convano Inc. announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Akiko Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥6.61 loss per share (vs JP¥19.85 profit in 2Q 2022)Second quarter 2023 results: JP¥6.61 loss per share (down from JP¥19.85 profit in 2Q 2022). Revenue: JP¥574.0m (flat on 2Q 2022). Net loss: JP¥15.0m (down 133% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Aug 31Convano Inc. to Report Q2, 2023 Results on Nov 11, 2022Convano Inc. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 15First quarter 2023 earnings released: JP¥16.31 loss per share (vs JP¥12.38 profit in 1Q 2022)First quarter 2023 results: JP¥16.31 loss per share (down from JP¥12.38 profit in 1Q 2022). Revenue: JP¥530.0m (down 1.1% from 1Q 2022). Net loss: JP¥37.0m (down 232% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 10Convano Inc. to Report Q1, 2023 Results on Aug 12, 2022Convano Inc. announced that they will report Q1, 2023 results on Aug 12, 2022
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥22.51 (vs JP¥96.11 loss in FY 2021)Full year 2022 results: EPS: JP¥22.51 (up from JP¥96.11 loss in FY 2021). Revenue: JP¥2.14b (up 33% from FY 2021). Net income: JP¥51.0m (up JP¥267.0m from FY 2021). Profit margin: 2.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • May 14Convano Inc., Annual General Meeting, Jun 29, 2022Convano Inc., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 4 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Corporate Auditor Yasuaki Sumikawa is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Akiko Ito was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Apr 08Convano Inc. to Report Fiscal Year 2022 Results on May 12, 2022Convano Inc. announced that they will report fiscal year 2022 results on May 12, 2022
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥14.11 (up from JP¥1.78 in 3Q 2021). Revenue: JP¥533.0m (up 3.9% from 3Q 2021). Net income: JP¥32.0m (up JP¥28.0m from 3Q 2021). Profit margin: 6.0% (up from 0.8% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.9%. Earnings per share (EPS) exceeded analyst estimates. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥691, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 18x in the Consumer Services industry in Japan. Total loss to shareholders of 38% over the past three years.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥20.29 (vs JP¥38.70 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥571.0m (up 28% from 2Q 2021). Net income: JP¥46.0m (up JP¥133.0m from 2Q 2021). Profit margin: 8.1% (up from net loss in 2Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥910, the stock trades at a trailing P/E ratio of 73.7x. Average trailing P/E is 26x in the Consumer Services industry in Japan. Total loss to shareholders of 47% over the past three years.
Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥12.38 (vs JP¥96.28 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥536.0m (up 225% from 1Q 2021). Net income: JP¥28.0m (up JP¥244.0m from 1Q 2021). Profit margin: 5.2% (up from net loss in 1Q 2021).
Reported Earnings • May 16Full year 2021 earnings released: JP¥96.11 loss per share (vs JP¥50.17 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.62b (down 33% from FY 2020). Net loss: JP¥216.0m (down 293% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 04Convano Inc. to Report Fiscal Year 2021 Results on May 13, 2021Convano Inc. announced that they will report fiscal year 2021 results on May 13, 2021
Is New 90 Day High Low • Feb 15New 90-day high: JP¥602The company is up 4.0% from its price of JP¥580 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is flat over the same period.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥2.22 (vs JP¥12.97 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥514.0m (down 15% from 3Q 2020). Net income: JP¥5.00m (down 83% from 3Q 2020). Profit margin: 1.0% (down from 4.8% in 3Q 2020). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Jan 29New 90-day low: JP¥513The company is down 24% from its price of JP¥675 on 30 October 2020. The Japanese market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 2.0% over the same period.
Is New 90 Day High Low • Dec 22New 90-day low: JP¥528The company is down 27% from its price of JP¥720 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 8.0% over the same period.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥578The company is down 19% from its price of JP¥718 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 3.0% over the same period.
お知らせ • Nov 20Convano Inc. to Report Q3, 2021 Results on Feb 09, 2021Convano Inc. announced that they will report Q3, 2021 results on Feb 09, 2021
お知らせ • Aug 30Convano Inc. to Report Q2, 2021 Results on Nov 12, 2020Convano Inc. announced that they will report Q2, 2021 results on Nov 12, 2020
お知らせ • Jun 28Convano Inc. to Report Q1, 2021 Results on Aug 11, 2020Convano Inc. announced that they will report Q1, 2021 results on Aug 11, 2020