View ValuationAB&CompanyLtd 将来の成長Future 基準チェック /36AB&CompanyLtd利益と収益がそれぞれ年間12.5%と6.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.3% 12.4%なると予測されています。主要情報12.5%収益成長率12.45%EPS成長率Consumer Services 収益成長12.2%収益成長率6.5%将来の株主資本利益率14.27%アナリストカバレッジLow最終更新日30 Mar 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updates分析記事 • Mar 24Some Investors May Be Willing To Look Past AB&CompanyLtd's (TSE:9251) Soft EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. We did some...Reported Earnings • Mar 18First quarter 2026 earnings released: EPS: JP¥20.15 (vs JP¥14.97 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.15 (up from JP¥14.97 in 1Q 2025). Revenue: JP¥5.23b (up 15% from 1Q 2025). Net income: JP¥287.0m (up 35% from 1Q 2025). Profit margin: 5.5% (up from 4.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% 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 fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.New Risk • Dec 19New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 95% Dividend yield: 5.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (64% net debt to equity). Dividend is not well covered by earnings (95% payout ratio).Reported Earnings • Dec 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥62.86 (down from JP¥75.59 in FY 2024). Revenue: JP¥19.4b (up 6.6% from FY 2024). Net income: JP¥893.0m (down 17% from FY 2024). Profit margin: 4.6% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.お知らせ • Dec 15AB&Company Co.,Ltd., Annual General Meeting, Jan 29, 2026AB&Company Co.,Ltd., Annual General Meeting, Jan 29, 2026.New Risk • Nov 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.3m).Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,098, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 36% over the past three years.Upcoming Dividend • Oct 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 02 February 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.4%).New Risk • Sep 24New 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 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (5.1% average weekly change).分析記事 • Sep 20AB&Company Co.,Ltd.'s (TSE:9251) 28% Price Boost Is Out Of Tune With EarningsThe AB&Company Co.,Ltd. ( TSE:9251 ) share price has done very well over the last month, posting an excellent gain of...分析記事 • Sep 19We Think You Can Look Beyond AB&CompanyLtd's (TSE:9251) Lackluster EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. Our analysis...Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,228, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total returns to shareholders of 31% over the past three years.Reported Earnings • Sep 14Third quarter 2025 earnings released: EPS: JP¥22.60 (vs JP¥25.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.60 (down from JP¥25.58 in 3Q 2024). Revenue: JP¥4.96b (up 4.0% from 3Q 2024). Net income: JP¥322.0m (down 11% from 3Q 2024). Profit margin: 6.5% (down from 7.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.4% 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 3% per year, which means it is significantly lagging earnings.お知らせ • Jul 24AB&Company Co.,Ltd. (TSE:9251) signed memorandum of understanding to acquire SENSE Co., Ltd from MCP2 Co., Ltd.AB&Company Co.,Ltd. (TSE:9251) signed memorandum of understanding to acquire SENSE Co., Ltd from MCP2 Co., Ltd on July 24, 2025. For the period ending November 30, 2024, SENSE Co., Ltd reported total revenue of ¥1.96 billion, EBIT of ¥117 million and net income of ¥74 million. As of November 30, 2024, SENSE Co., Ltd reported total assets of ¥582 million and total common equity of ¥376 million. The expected completion of the transaction is October 1, 2025 to October 31, 2025.Reported Earnings • Jun 15Second quarter 2025 earnings released: EPS: JP¥18.63 (vs JP¥20.42 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.63 (down from JP¥20.42 in 2Q 2024). Revenue: JP¥4.70b (up 3.1% from 2Q 2024). Net income: JP¥264.0m (down 8.7% from 2Q 2024). Profit margin: 5.6% (down from 6.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% 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 9% per year and the company’s share price has also increased by 9% per year.Reported Earnings • Mar 15First quarter 2025 earnings released: EPS: JP¥14.97 (vs JP¥14.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.97. Revenue: JP¥4.54b (up 8.2% from 1Q 2024). Net income: JP¥212.0m (flat on 1Q 2024). Profit margin: 4.7% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Consumer Services industry in Japan.Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥75.59. Revenue: JP¥18.2b (up 8.3% from FY 2023). Net income: JP¥1.08b (down 2.9% from FY 2023). Profit margin: 5.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Consumer Services industry in Japan.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Full-time Auditor Mari Kawamura was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Dec 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.1% 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: Minor Risks High level of debt (59% net debt to equity). Shareholders have been diluted in the past year (7.1% increase in shares outstanding). Market cap is less than US$100m (JP¥12.3b market cap, or US$77.6m).分析記事 • Dec 21Some Investors May Be Willing To Look Past AB&CompanyLtd's (TSE:9251) Soft EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. We think...Reported Earnings • Dec 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥75.59. Revenue: JP¥18.2b (up 8.3% from FY 2023). Net income: JP¥1.08b (down 2.9% from FY 2023). Profit margin: 5.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan.お知らせ • Dec 13AB&Company Co.,Ltd., Annual General Meeting, Jan 30, 2025AB&Company Co.,Ltd., Annual General Meeting, Jan 30, 2025.Upcoming Dividend • Oct 23Upcoming dividend of JP¥28.07 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 29 January 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.7%).Reported Earnings • Sep 17Third quarter 2024 earnings released: EPS: JP¥25.58 (vs JP¥23.77 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.58 (up from JP¥23.77 in 3Q 2023). Revenue: JP¥4.77b (up 9.2% from 3Q 2023). Net income: JP¥362.0m (flat on 3Q 2023). Profit margin: 7.6% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan.お知らせ • Sep 05AB&Company Co.,Ltd. to Report Q3, 2024 Results on Sep 13, 2024AB&Company Co.,Ltd. announced that they will report Q3, 2024 results on Sep 13, 2024分析記事 • Aug 05These 4 Measures Indicate That AB&CompanyLtd (TSE:9251) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jun 21We Like The Quality Of AB&CompanyLtd's (TSE:9251) EarningsAB&Company Co.,Ltd.'s ( TSE:9251 ) recent earnings report didn't offer any surprises, with the shares unchanged over...Reported Earnings • Jun 17Second quarter 2024 earnings released: EPS: JP¥20.49 (vs JP¥20.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.49 (down from JP¥20.60 in 2Q 2023). Revenue: JP¥4.56b (up 6.2% from 2Q 2023). Net income: JP¥290.0m (down 6.8% from 2Q 2023). Profit margin: 6.4% (down from 7.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Services industry in Japan.お知らせ • May 03AB&Company Co.,Ltd. to Report Q2, 2024 Results on Jun 14, 2024AB&Company Co.,Ltd. announced that they will report Q2, 2024 results on Jun 14, 2024Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥14.72 (vs JP¥16.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.72 (down from JP¥16.11 in 1Q 2023). Revenue: JP¥4.19b (up 7.7% from 1Q 2023). Net income: JP¥213.0m (down 12% from 1Q 2023). Profit margin: 5.1% (down from 6.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in Japan.お知らせ • Jan 28AB&Company Co., Ltd. to Report Q1, 2024 Results on Mar 18, 2024AB&Company Co., Ltd. announced that they will report Q1, 2024 results on Mar 18, 2024お知らせ • Dec 17AB&Company Co., Ltd., Annual General Meeting, Jan 26, 2024AB&Company Co., Ltd., Annual General Meeting, Jan 26, 2024.Reported Earnings • Dec 16Full year 2023 earnings released: EPS: JP¥73.46 (vs JP¥56.09 in FY 2022)Full year 2023 results: EPS: JP¥73.46 (up from JP¥56.09 in FY 2022). Revenue: JP¥16.8b (up 33% from FY 2022). Net income: JP¥1.11b (up 34% from FY 2022). Profit margin: 6.6% (in line with FY 2022).お知らせ • Dec 08AB&Company Co., Ltd. to Report Fiscal Year 2023 Results on Dec 15, 2023AB&Company Co., Ltd. announced that they will report fiscal year 2023 results on Dec 15, 2023Upcoming Dividend • Oct 23Upcoming dividend of JP¥28.07 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 30 January 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.8%).お知らせ • Oct 05AB&Company Co., Ltd. (TSE:9251) announces an Equity Buyback for 1,000,000 shares, representing 6.62% for ¥1,000 million.AB&Company Co., Ltd. (TSE:9251) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 6.62% of its issued share capital, for ¥1,000 million. The purpose of the program is to improve the distribution of the Company's common stock, improving capital efficiency and increase liquidity. The program will be valid till February 29, 2024. As of October 2, 2023, the company has 15,113,914 issued shares (excluding treasury stock) and 1,055 treasury shares.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,078, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 18x in the Consumer Services industry in Japan. Total returns to shareholders of 4.5% over the past year.Reported Earnings • Sep 16Third quarter 2023 earnings released: EPS: JP¥23.84 (vs JP¥19.57 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.84 (up from JP¥19.57 in 3Q 2022). Revenue: JP¥4.37b (up 39% from 3Q 2022). Net income: JP¥360.0m (up 24% from 3Q 2022). Profit margin: 8.2% (down from 9.3% in 3Q 2022). The decrease in margin was driven by higher expenses.Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥20.66 (vs JP¥19.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.66 (up from JP¥19.57 in 2Q 2022). Revenue: JP¥4.29b (up 37% from 2Q 2022). Net income: JP¥312.0m (up 7.6% from 2Q 2022). Profit margin: 7.3% (down from 9.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,175, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 56% over the past year.お知らせ • Jun 09AB&Company Co., Ltd. to Report Q2, 2023 Results on Jun 14, 2023AB&Company Co., Ltd. announced that they will report Q2, 2023 results on Jun 14, 2023お知らせ • Jan 29AB&Company Co., Ltd. to Report Q1, 2023 Results on Mar 15, 2023AB&Company Co., Ltd. announced that they will report Q1, 2023 results on Mar 15, 2023お知らせ • Dec 17AB&Company Co., Ltd., Annual General Meeting, Jan 27, 2023AB&Company Co., Ltd., Annual General Meeting, Jan 27, 2023.お知らせ • Oct 01AB&Company Co., Ltd. to Report Fiscal Year 2022 Results on Dec 15, 2022AB&Company Co., Ltd. announced that they will report fiscal year 2022 results on Dec 15, 2022Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥958, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Consumer Services industry in Japan.お知らせ • Jan 30AB&Company Co.,Ltd. to Report Q3, 2022 Results on Sep 14, 2022AB&Company Co.,Ltd. announced that they will report Q3, 2022 results on Sep 14, 2022Reported Earnings • Dec 16Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥63.86 (up from JP¥39.63 in FY 2020). Revenue: JP¥10.9b (up 13% from FY 2020). Net income: JP¥941.0m (up 61% from FY 2020). Profit margin: 8.6% (up from 6.1% 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 3.3%. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 23%, compared to a 14% growth forecast for the industry in Japan.業績と収益の成長予測TSE:9251 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数10/31/202824,3001,470N/A4,015110/31/202723,2001,400N/A3,725110/31/202622,2001,350N/A3,39211/31/202620,0709682,8123,254N/A10/31/202519,3788932,4682,879N/A7/31/202518,8601,0092,5332,949N/A4/30/202518,6681,0492,2812,800N/A1/31/202518,5281,0752,4323,007N/A10/31/202418,1831,0762,6813,411N/A7/31/202417,7581,0592,1002,932N/A4/30/202417,3571,0572,5273,228N/A1/31/202417,0901,0792,2852,923N/A10/31/202316,7901,1082,1612,714N/A7/31/202316,3281,1372,6173,078N/A4/30/202315,0971,0672,2172,615N/A1/31/202313,7829562,1312,558N/A10/31/202212,5928301,9142,278N/A7/31/202211,488853N/AN/AN/A10/31/202110,9119411,8302,198N/A10/31/20209,630584N/AN/AN/A10/31/20198,700614N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 9251の予測収益成長率 (年間12.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 9251の収益 ( 12.5% ) はJP市場 ( 8.9% ) よりも速いペースで成長すると予測されています。高成長収益: 9251の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 9251の収益 ( 6.5% ) JP市場 ( 5.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 9251の収益 ( 6.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9251の 自己資本利益率 は、3年後には低くなると予測されています ( 14.3 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/29 22:47終値2026/05/29 00:00収益2026/01/31年間収益2025/10/31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AB&Company Co.,Ltd. 1 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Satoru SekineDaiwa Securities Co. Ltd.Masatoshi NagataIchiyoshi Research Institute Inc.
分析記事 • Mar 24Some Investors May Be Willing To Look Past AB&CompanyLtd's (TSE:9251) Soft EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. We did some...
Reported Earnings • Mar 18First quarter 2026 earnings released: EPS: JP¥20.15 (vs JP¥14.97 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.15 (up from JP¥14.97 in 1Q 2025). Revenue: JP¥5.23b (up 15% from 1Q 2025). Net income: JP¥287.0m (up 35% from 1Q 2025). Profit margin: 5.5% (up from 4.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% 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 fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
New Risk • Dec 19New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 95% Dividend yield: 5.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (64% net debt to equity). Dividend is not well covered by earnings (95% payout ratio).
Reported Earnings • Dec 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥62.86 (down from JP¥75.59 in FY 2024). Revenue: JP¥19.4b (up 6.6% from FY 2024). Net income: JP¥893.0m (down 17% from FY 2024). Profit margin: 4.6% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Dec 15AB&Company Co.,Ltd., Annual General Meeting, Jan 29, 2026AB&Company Co.,Ltd., Annual General Meeting, Jan 29, 2026.
New Risk • Nov 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.3m).
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,098, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 36% over the past three years.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 02 February 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.4%).
New Risk • Sep 24New 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 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (5.1% average weekly change).
分析記事 • Sep 20AB&Company Co.,Ltd.'s (TSE:9251) 28% Price Boost Is Out Of Tune With EarningsThe AB&Company Co.,Ltd. ( TSE:9251 ) share price has done very well over the last month, posting an excellent gain of...
分析記事 • Sep 19We Think You Can Look Beyond AB&CompanyLtd's (TSE:9251) Lackluster EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. Our analysis...
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,228, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total returns to shareholders of 31% over the past three years.
Reported Earnings • Sep 14Third quarter 2025 earnings released: EPS: JP¥22.60 (vs JP¥25.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.60 (down from JP¥25.58 in 3Q 2024). Revenue: JP¥4.96b (up 4.0% from 3Q 2024). Net income: JP¥322.0m (down 11% from 3Q 2024). Profit margin: 6.5% (down from 7.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.4% 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 3% per year, which means it is significantly lagging earnings.
お知らせ • Jul 24AB&Company Co.,Ltd. (TSE:9251) signed memorandum of understanding to acquire SENSE Co., Ltd from MCP2 Co., Ltd.AB&Company Co.,Ltd. (TSE:9251) signed memorandum of understanding to acquire SENSE Co., Ltd from MCP2 Co., Ltd on July 24, 2025. For the period ending November 30, 2024, SENSE Co., Ltd reported total revenue of ¥1.96 billion, EBIT of ¥117 million and net income of ¥74 million. As of November 30, 2024, SENSE Co., Ltd reported total assets of ¥582 million and total common equity of ¥376 million. The expected completion of the transaction is October 1, 2025 to October 31, 2025.
Reported Earnings • Jun 15Second quarter 2025 earnings released: EPS: JP¥18.63 (vs JP¥20.42 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.63 (down from JP¥20.42 in 2Q 2024). Revenue: JP¥4.70b (up 3.1% from 2Q 2024). Net income: JP¥264.0m (down 8.7% from 2Q 2024). Profit margin: 5.6% (down from 6.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% 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 9% per year and the company’s share price has also increased by 9% per year.
Reported Earnings • Mar 15First quarter 2025 earnings released: EPS: JP¥14.97 (vs JP¥14.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.97. Revenue: JP¥4.54b (up 8.2% from 1Q 2024). Net income: JP¥212.0m (flat on 1Q 2024). Profit margin: 4.7% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Consumer Services industry in Japan.
Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥75.59. Revenue: JP¥18.2b (up 8.3% from FY 2023). Net income: JP¥1.08b (down 2.9% from FY 2023). Profit margin: 5.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Consumer Services industry in Japan.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Full-time Auditor Mari Kawamura was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Dec 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.1% 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: Minor Risks High level of debt (59% net debt to equity). Shareholders have been diluted in the past year (7.1% increase in shares outstanding). Market cap is less than US$100m (JP¥12.3b market cap, or US$77.6m).
分析記事 • Dec 21Some Investors May Be Willing To Look Past AB&CompanyLtd's (TSE:9251) Soft EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. We think...
Reported Earnings • Dec 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥75.59. Revenue: JP¥18.2b (up 8.3% from FY 2023). Net income: JP¥1.08b (down 2.9% from FY 2023). Profit margin: 5.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan.
お知らせ • Dec 13AB&Company Co.,Ltd., Annual General Meeting, Jan 30, 2025AB&Company Co.,Ltd., Annual General Meeting, Jan 30, 2025.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥28.07 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 29 January 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.7%).
Reported Earnings • Sep 17Third quarter 2024 earnings released: EPS: JP¥25.58 (vs JP¥23.77 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.58 (up from JP¥23.77 in 3Q 2023). Revenue: JP¥4.77b (up 9.2% from 3Q 2023). Net income: JP¥362.0m (flat on 3Q 2023). Profit margin: 7.6% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan.
お知らせ • Sep 05AB&Company Co.,Ltd. to Report Q3, 2024 Results on Sep 13, 2024AB&Company Co.,Ltd. announced that they will report Q3, 2024 results on Sep 13, 2024
分析記事 • Aug 05These 4 Measures Indicate That AB&CompanyLtd (TSE:9251) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jun 21We Like The Quality Of AB&CompanyLtd's (TSE:9251) EarningsAB&Company Co.,Ltd.'s ( TSE:9251 ) recent earnings report didn't offer any surprises, with the shares unchanged over...
Reported Earnings • Jun 17Second quarter 2024 earnings released: EPS: JP¥20.49 (vs JP¥20.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.49 (down from JP¥20.60 in 2Q 2023). Revenue: JP¥4.56b (up 6.2% from 2Q 2023). Net income: JP¥290.0m (down 6.8% from 2Q 2023). Profit margin: 6.4% (down from 7.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Services industry in Japan.
お知らせ • May 03AB&Company Co.,Ltd. to Report Q2, 2024 Results on Jun 14, 2024AB&Company Co.,Ltd. announced that they will report Q2, 2024 results on Jun 14, 2024
Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥14.72 (vs JP¥16.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.72 (down from JP¥16.11 in 1Q 2023). Revenue: JP¥4.19b (up 7.7% from 1Q 2023). Net income: JP¥213.0m (down 12% from 1Q 2023). Profit margin: 5.1% (down from 6.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in Japan.
お知らせ • Jan 28AB&Company Co., Ltd. to Report Q1, 2024 Results on Mar 18, 2024AB&Company Co., Ltd. announced that they will report Q1, 2024 results on Mar 18, 2024
お知らせ • Dec 17AB&Company Co., Ltd., Annual General Meeting, Jan 26, 2024AB&Company Co., Ltd., Annual General Meeting, Jan 26, 2024.
Reported Earnings • Dec 16Full year 2023 earnings released: EPS: JP¥73.46 (vs JP¥56.09 in FY 2022)Full year 2023 results: EPS: JP¥73.46 (up from JP¥56.09 in FY 2022). Revenue: JP¥16.8b (up 33% from FY 2022). Net income: JP¥1.11b (up 34% from FY 2022). Profit margin: 6.6% (in line with FY 2022).
お知らせ • Dec 08AB&Company Co., Ltd. to Report Fiscal Year 2023 Results on Dec 15, 2023AB&Company Co., Ltd. announced that they will report fiscal year 2023 results on Dec 15, 2023
Upcoming Dividend • Oct 23Upcoming dividend of JP¥28.07 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 30 January 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.8%).
お知らせ • Oct 05AB&Company Co., Ltd. (TSE:9251) announces an Equity Buyback for 1,000,000 shares, representing 6.62% for ¥1,000 million.AB&Company Co., Ltd. (TSE:9251) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 6.62% of its issued share capital, for ¥1,000 million. The purpose of the program is to improve the distribution of the Company's common stock, improving capital efficiency and increase liquidity. The program will be valid till February 29, 2024. As of October 2, 2023, the company has 15,113,914 issued shares (excluding treasury stock) and 1,055 treasury shares.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,078, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 18x in the Consumer Services industry in Japan. Total returns to shareholders of 4.5% over the past year.
Reported Earnings • Sep 16Third quarter 2023 earnings released: EPS: JP¥23.84 (vs JP¥19.57 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.84 (up from JP¥19.57 in 3Q 2022). Revenue: JP¥4.37b (up 39% from 3Q 2022). Net income: JP¥360.0m (up 24% from 3Q 2022). Profit margin: 8.2% (down from 9.3% in 3Q 2022). The decrease in margin was driven by higher expenses.
Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥20.66 (vs JP¥19.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.66 (up from JP¥19.57 in 2Q 2022). Revenue: JP¥4.29b (up 37% from 2Q 2022). Net income: JP¥312.0m (up 7.6% from 2Q 2022). Profit margin: 7.3% (down from 9.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,175, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 56% over the past year.
お知らせ • Jun 09AB&Company Co., Ltd. to Report Q2, 2023 Results on Jun 14, 2023AB&Company Co., Ltd. announced that they will report Q2, 2023 results on Jun 14, 2023
お知らせ • Jan 29AB&Company Co., Ltd. to Report Q1, 2023 Results on Mar 15, 2023AB&Company Co., Ltd. announced that they will report Q1, 2023 results on Mar 15, 2023
お知らせ • Dec 17AB&Company Co., Ltd., Annual General Meeting, Jan 27, 2023AB&Company Co., Ltd., Annual General Meeting, Jan 27, 2023.
お知らせ • Oct 01AB&Company Co., Ltd. to Report Fiscal Year 2022 Results on Dec 15, 2022AB&Company Co., Ltd. announced that they will report fiscal year 2022 results on Dec 15, 2022
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥958, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Consumer Services industry in Japan.
お知らせ • Jan 30AB&Company Co.,Ltd. to Report Q3, 2022 Results on Sep 14, 2022AB&Company Co.,Ltd. announced that they will report Q3, 2022 results on Sep 14, 2022
Reported Earnings • Dec 16Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥63.86 (up from JP¥39.63 in FY 2020). Revenue: JP¥10.9b (up 13% from FY 2020). Net income: JP¥941.0m (up 61% from FY 2020). Profit margin: 8.6% (up from 6.1% 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 3.3%. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 23%, compared to a 14% growth forecast for the industry in Japan.