I-ne（4933）株式概要株式会社アイエヌは、日本国内において化粧品、美容機器、その他美容関連商品の企画・開発・運営・製造・販売を行っています。 詳細4933 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績2/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より88.1%で取引されている 収益は年間22.8%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析利益率(3.8%)は昨年より低い(6.1%) すべてのリスクチェックを見る4933 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,172 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG487,172 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.21k16.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture062b2016201920222025202620282031Revenue JP¥61.5bEarnings JP¥2.3bAdvancedSet Fair ValueView all narrativesI-ne CO., LTD. 競合他社ArtnatureSymbol: TSE:7823Market cap: JP¥28.1bKitanotatsujinSymbol: TSE:2930Market cap: JP¥16.6bCotaSymbol: TSE:4923Market cap: JP¥32.4bAFC-HD AMS Life ScienceSymbol: TSE:2927Market cap: JP¥12.4b価格と性能株価の高値、安値、推移の概要I-ne過去の株価現在の株価JP¥1,212.0052週高値JP¥1,755.0052週安値JP¥1,019.00ベータ0.0211ヶ月の変化-9.28%3ヶ月変化3.77%1年変化-26.19%3年間の変化-54.56%5年間の変化-57.10%IPOからの変化-38.63%最新ニュースMajor Estimate Revision • Jun 19Consensus EPS estimates fall by 51%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥175 to JP¥86.10 per share. Revenue forecast steady at JP¥51.9b. Net income forecast to shrink 17% next year vs 7.1% growth forecast for Personal Products industry in Japan . Consensus price target down from JP¥2,250 to JP¥2,110. Share price was steady at JP¥1,308 over the past week.Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥9.73 (vs JP¥26.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.73 (down from JP¥26.39 in 1Q 2025). Revenue: JP¥12.5b (up 12% from 1Q 2025). Net income: JP¥173.0m (down 63% from 1Q 2025). Profit margin: 1.4% (down from 4.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,153, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 21x in the Personal Products industry in Japan. Total loss to shareholders of 69% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).分析記事 • Dec 21I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD.'s ( TSE:4933 ) dividend will be increasing from last year's payment of the same period to ¥15.00 on 16th...分析記事 • Dec 04I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD. ( TSE:4933 ) has announced that it will be increasing its dividend from last year's comparable payment...最新情報をもっと見るRecent updatesMajor Estimate Revision • Jun 19Consensus EPS estimates fall by 51%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥175 to JP¥86.10 per share. Revenue forecast steady at JP¥51.9b. Net income forecast to shrink 17% next year vs 7.1% growth forecast for Personal Products industry in Japan . Consensus price target down from JP¥2,250 to JP¥2,110. Share price was steady at JP¥1,308 over the past week.Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥9.73 (vs JP¥26.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.73 (down from JP¥26.39 in 1Q 2025). Revenue: JP¥12.5b (up 12% from 1Q 2025). Net income: JP¥173.0m (down 63% from 1Q 2025). Profit margin: 1.4% (down from 4.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,153, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 21x in the Personal Products industry in Japan. Total loss to shareholders of 69% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).分析記事 • Dec 21I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD.'s ( TSE:4933 ) dividend will be increasing from last year's payment of the same period to ¥15.00 on 16th...分析記事 • Dec 04I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD. ( TSE:4933 ) has announced that it will be increasing its dividend from last year's comparable payment...お知らせ • Dec 03+ 3 more updatesI-ne CO., LTD. to Report Q1, 2026 Results on May 13, 2026I-ne CO., LTD. announced that they will report Q1, 2026 results on May 13, 2026Price Target Changed • Dec 02Price target decreased by 12% to JP¥2,280Down from JP¥2,580, the current price target is an average from 2 analysts. New target price is 68% above last closing price of JP¥1,358. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥158 for next year compared to JP¥167 last year.分析記事 • Nov 17I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD. ( TSE:4933 ) has announced that it will be increasing its dividend from last year's comparable payment...Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,497, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Personal Products industry in Japan. Total loss to shareholders of 40% over the past three years.分析記事 • Nov 10Does I-ne (TSE:4933) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Nov 10New 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 8.3% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: JP¥10.41 (vs JP¥19.16 in 3Q 2024)Third quarter 2025 results: EPS: JP¥10.41 (down from JP¥19.16 in 3Q 2024). Revenue: JP¥12.0b (up 9.5% from 3Q 2024). Net income: JP¥182.0m (down 46% from 3Q 2024). Profit margin: 1.5% (down from 3.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Sep 02I-ne CO., LTD. to Report Q3, 2025 Results on Nov 07, 2025I-ne CO., LTD. announced that they will report Q3, 2025 results on Nov 07, 2025Price Target Changed • Sep 02Price target decreased by 8.7% to JP¥2,615Down from JP¥2,865, the current price target is an average from 2 analysts. New target price is 66% above last closing price of JP¥1,573. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥154 for next year compared to JP¥167 last year.Declared Dividend • Aug 10Dividend of JP¥13.50 announcedShareholders will receive a dividend of JP¥13.50. Ex-date: 29th December 2025 Payment date: 16th March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: JP¥31.45 (vs JP¥46.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.45 (down from JP¥46.25 in 2Q 2024). Revenue: JP¥11.2b (flat on 2Q 2024). Net income: JP¥550.0m (down 33% from 2Q 2024). Profit margin: 4.9% (down from 7.3% in 2Q 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • Jul 09Here's Why I-ne (TSE:4933) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Jun 27I-ne CO., LTD. to Report Q2, 2025 Results on Aug 08, 2025I-ne CO., LTD. announced that they will report Q2, 2025 results on Aug 08, 2025Reported Earnings • May 10First quarter 2025 earnings released: EPS: JP¥21.33 (vs JP¥23.97 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.33 (down from JP¥23.97 in 1Q 2024). Revenue: JP¥11.1b (up 22% from 1Q 2024). Net income: JP¥373.0m (down 12% from 1Q 2024). Profit margin: 3.4% (down from 4.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,414, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 23x in the Personal Products industry in Japan. Total loss to shareholders of 18% over the past three years.分析記事 • Apr 04Is I-ne (TSE:4933) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Price Target Changed • Apr 02Price target decreased by 42% to JP¥1,730Down from JP¥3,005, the current price target is provided by 1 analyst. New target price is 12% above last closing price of JP¥1,549. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥160 for next year compared to JP¥167 last year.お知らせ • Mar 27I-ne CO., LTD. to Report Q1, 2025 Results on May 09, 2025I-ne CO., LTD. announced that they will report Q1, 2025 results on May 09, 2025Price Target Changed • Mar 05Price target decreased by 9.1% to JP¥3,005Down from JP¥3,305, the current price target is an average from 2 analysts. New target price is 81% above last closing price of JP¥1,662. Stock is down 10% over the past year. The company is forecast to post earnings per share of JP¥164 for next year compared to JP¥167 last year.分析記事 • Feb 19Earnings Troubles May Signal Larger Issues for I-ne (TSE:4933) ShareholdersInvestors were disappointed by I-ne CO., LTD.'s ( TSE:4933 ) latest earnings release. We did some analysis, and found...Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,678, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Personal Products industry in Japan. Total returns to shareholders of 35% over the past three years.Reported Earnings • Feb 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥167 (down from JP¥224 in FY 2023). Revenue: JP¥45.0b (up 8.1% from FY 2023). Net income: JP¥2.94b (down 26% from FY 2023). Profit margin: 6.5% (down from 9.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 12I-ne CO., LTD., Annual General Meeting, Mar 28, 2025I-ne CO., LTD., Annual General Meeting, Mar 28, 2025.分析記事 • Jan 24We Like I-ne's (TSE:4933) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...お知らせ • Jan 03I-ne CO., LTD. to Report Fiscal Year 2024 Results on Feb 12, 2025I-ne CO., LTD. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 12, 2025Upcoming Dividend • Dec 20Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 11 March 2025. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.3%).分析記事 • Nov 21Earnings Tell The Story For I-ne CO., LTD. (TSE:4933) As Its Stock Soars 25%I-ne CO., LTD. ( TSE:4933 ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. Not...Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: JP¥19.16 (vs JP¥32.00 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.16 (down from JP¥32.00 in 3Q 2023). Revenue: JP¥11.0b (flat on 3Q 2023). Net income: JP¥335.0m (down 41% from 3Q 2023). Profit margin: 3.0% (down from 5.2% in 3Q 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Nov 01I-ne CO., LTD. (TSE:4933) completed the acquisition of Tout Vert Co.,Ltd. from Yoshihiko Moriyama and others.I-ne CO., LTD. (TSE:4933) agreed to acquire Tout Vert Co.,Ltd. from Yoshihiko Moriyama and others for ¥10 billion on October 23, 2024. A cash consideration of ¥10 billion will be paid by I-ne CO., LTD for 200 shares. For the period ending June 30, 2024, Tout Vert Co.,Ltd. reported total revenue of ¥4.11 billion, EBIT of ¥1.36 billion and net income of ¥961 million. As of June 30, 2024, Tout Vert Co.,Ltd. reported total assets of ¥3.23 billion and total common equity of ¥2.5 billion. The expected completion of the transaction is October 31, 2024. I-ne CO., LTD. (TSE:4933) completed the acquisition of Tout Vert Co.,Ltd. from Yoshihiko Moriyama and others on October 31, 2024.Price Target Changed • Oct 29Price target increased by 22% to JP¥3,360Up from JP¥2,760, the current price target is an average from 2 analysts. New target price is 58% above last closing price of JP¥2,133. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥147 for next year compared to JP¥224 last year.分析記事 • Oct 25Why The 30% Return On Capital At I-ne (TSE:4933) Should Have Your AttentionIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,971, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Personal Products industry in Japan. Total loss to shareholders of 9.3% over the past three years.お知らせ • Sep 27I-ne CO., LTD. to Report Q3, 2024 Results on Nov 08, 2024I-ne CO., LTD. announced that they will report Q3, 2024 results on Nov 08, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥46.25 (vs JP¥139 in 2Q 2023)Second quarter 2024 results: EPS: JP¥46.25 (down from JP¥139 in 2Q 2023). Revenue: JP¥11.2b (up 15% from 2Q 2023). Net income: JP¥815.0m (down 67% from 2Q 2023). Profit margin: 7.3% (down from 25% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,354, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Personal Products industry in Japan. Total loss to shareholders of 48% over the past three years.分析記事 • Jul 29Earnings Working Against I-ne CO., LTD.'s (TSE:4933) Share PriceI-ne CO., LTD.'s ( TSE:4933 ) price-to-earnings (or "P/E") ratio of 8.2x might make it look like a buy right now...お知らせ • Jun 06I-ne CO., LTD. to Report Q2, 2024 Results on Aug 09, 2024I-ne CO., LTD. announced that they will report Q2, 2024 results on Aug 09, 2024Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,698, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Personal Products industry in Japan. Total loss to shareholders of 46% over the past three years.New Risk • Jun 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risk Large one-off items impacting financial results.Board Change • May 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Director Yoshinori Hara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,598, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 24x in the Personal Products industry in Japan. Total loss to shareholders of 43% over the past three years.Reported Earnings • May 12First quarter 2024 earnings released: EPS: JP¥23.97 (vs JP¥31.85 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.97 (down from JP¥31.85 in 1Q 2023). Revenue: JP¥9.08b (down 6.5% from 1Q 2023). Net income: JP¥426.0m (down 24% from 1Q 2023). Profit margin: 4.7% (down from 5.7% in 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 11I-ne CO., LTD. (TSE:4933) announces an Equity Buyback for 300,000 shares, representing 1.69% for ¥550 million.I-ne CO., LTD. (TSE:4933) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 1.69% of its issued shares for ¥550 million. The purpose of share repurchase is to carry out a flexible capital policy in response to changes in the business environment. The repurchase program will continue until June 21, 2024. As of March 31, 2024, the company had 17,771,240 shares outstanding and 158 shares in treasury.New Risk • Apr 15New 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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (58% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).分析記事 • Apr 03I-ne's (TSE:4933) Performance Raises Some QuestionsEven though I-ne CO., LTD. ( TSE:4933 ) posted strong earnings recently, the stock hasn't reacted in a large way. We...お知らせ • Mar 29I-ne CO., LTD. to Report Q1, 2024 Results on May 10, 2024I-ne CO., LTD. announced that they will report Q1, 2024 results on May 10, 2024Price Target Changed • Mar 27Price target decreased by 10% to JP¥3,530Down from JP¥3,930, the current price target is an average from 3 analysts. New target price is 86% above last closing price of JP¥1,902. Stock is down 49% over the past year. The company is forecast to post earnings per share of JP¥152 for next year compared to JP¥224 last year.分析記事 • Mar 05I-ne CO., LTD.'s (TSE:4933) 27% Dip In Price Shows Sentiment Is Matching EarningsThe I-ne CO., LTD. ( TSE:4933 ) share price has fared very poorly over the last month, falling by a substantial 27...Price Target Changed • Feb 21Price target decreased by 7.1% to JP¥3,897Down from JP¥4,193, the current price target is an average from 3 analysts. New target price is 89% above last closing price of JP¥2,059. Stock is down 47% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥224 last year.New Risk • Feb 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 58% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.お知らせ • Feb 11I-ne CO., LTD., Annual General Meeting, Mar 27, 2024I-ne CO., LTD., Annual General Meeting, Mar 27, 2024.Reported Earnings • Feb 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥224 (up from JP¥110 in FY 2022). Revenue: JP¥41.6b (up 18% from FY 2022). Net income: JP¥3.95b (up 105% from FY 2022). Profit margin: 9.5% (up from 5.5% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.8%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28I-ne CO., LTD. to Report Fiscal Year 2023 Results on Feb 09, 2024I-ne CO., LTD. announced that they will report fiscal year 2023 results on Feb 09, 2024Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: JP¥32.00 (vs JP¥39.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.00 (down from JP¥39.98 in 3Q 2022). Revenue: JP¥11.0b (up 11% from 3Q 2022). Net income: JP¥564.0m (down 19% from 3Q 2022). Profit margin: 5.2% (down from 7.1% in 3Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Aug 30Consensus EPS estimates increase by 69%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥40.4b to JP¥41.1b. EPS estimate increased from JP¥149 to JP¥252 per share. Net income forecast to shrink 3.9% next year vs 11% growth forecast for Personal Products industry in Japan . Consensus price target broadly unchanged at JP¥4,440. Share price rose 4.6% to JP¥2,999 over the past week.New Risk • Aug 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. High level of non-cash earnings (66% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).お知らせ • Aug 27I-ne CO., LTD. to Report Q3, 2023 Results on Nov 10, 2023I-ne CO., LTD. announced that they will report Q3, 2023 results on Nov 10, 2023New Risk • Aug 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 66% 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 Risk High level of non-cash earnings (66% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).New Risk • Aug 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 93% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: JP¥139 (vs JP¥19.51 in 2Q 2022)Second quarter 2023 results: EPS: JP¥139 (up from JP¥19.51 in 2Q 2022). Revenue: JP¥9.80b (up 21% from 2Q 2022). Net income: JP¥2.45b (up JP¥2.11b from 2Q 2022). Profit margin: 25% (up from 4.2% in 2Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Personal Products industry in Japan.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥3,150, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,206 per share.Buying Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥3,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last year. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.お知らせ • Jun 28I-ne CO., LTD. to Report Q2, 2023 Results on Aug 09, 2023I-ne CO., LTD. announced that they will report Q2, 2023 results on Aug 09, 2023Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,882, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 55% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,488 per share.Reported Earnings • May 15First quarter 2023 earnings released: EPS: JP¥31.85 (vs JP¥46.28 in 1Q 2022)First quarter 2023 results: EPS: JP¥31.85 (down from JP¥46.28 in 1Q 2022). Revenue: JP¥9.72b (up 20% from 1Q 2022). Net income: JP¥558.0m (down 31% from 1Q 2022). Profit margin: 5.7% (down from 10.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan.Reported Earnings • Mar 29Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥110 (up from JP¥71.44 in FY 2021). Revenue: JP¥35.3b (up 24% from FY 2021). Net income: JP¥1.93b (up 55% from FY 2021). Profit margin: 5.5% (up from 4.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥3,940, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 28x in the Personal Products industry in Japan. Total returns to shareholders of 225% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,887 per share.Reported Earnings • Feb 12Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥110 (up from JP¥71.44 in FY 2021). Revenue: JP¥35.3b (up 24% from FY 2021). Net income: JP¥1.93b (up 55% from FY 2021). Profit margin: 5.5% (up from 4.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan.お知らせ • Feb 12I-ne CO., LTD., Annual General Meeting, Mar 24, 2023I-ne CO., LTD., Annual General Meeting, Mar 24, 2023.Buying Opportunity • Feb 03Now 20% undervaluedOver the last 90 days, the stock is up 47%. The fair value is estimated to be JP¥3,984, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.お知らせ • Dec 06I-ne CO., LTD. to Report Fiscal Year 2022 Results on Feb 10, 2023I-ne CO., LTD. announced that they will report fiscal year 2022 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 1 independent director (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥79.97 (vs JP¥37.18 in 3Q 2021)Third quarter 2022 results: EPS: JP¥79.97 (up from JP¥37.18 in 3Q 2021). Revenue: JP¥9.91b (up 50% from 3Q 2021). Net income: JP¥699.0m (up 115% from 3Q 2021). Profit margin: 7.1% (up from 4.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥5,260, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the Personal Products industry in Japan. Total returns to shareholders of 8.5% over the past year.Buying Opportunity • Nov 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be JP¥5,483, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has declined by 9.4%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.お知らせ • Aug 31I-ne CO., LTD. to Report Q3, 2022 Results on Nov 11, 2022I-ne CO., LTD. announced that they will report Q3, 2022 results on Nov 11, 2022Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥5,150, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 18% over the past year.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥39.01 (vs JP¥42.49 in 2Q 2021)Second quarter 2022 results: EPS: JP¥39.01 (down from JP¥42.49 in 2Q 2021). Revenue: JP¥8.12b (up 14% from 2Q 2021). Net income: JP¥341.0m (down 7.8% from 2Q 2021). Profit margin: 4.2% (down from 5.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 3.8% growth forecast for the industry in Japan.Buying Opportunity • Aug 01Now 22% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be JP¥5,752, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last year. Earnings per share has grown by 2.9%. Revenue is forecast to grow by 26% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥4,090, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Personal Products industry in Japan. Total loss to shareholders of 28% over the past year.お知らせ • Jun 03I-ne CO., LTD. to Report Q2, 2022 Results on Aug 10, 2022I-ne CO., LTD. announced that they will report Q2, 2022 results on Aug 10, 2022Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥3,750, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Personal Products industry in Japan. Total loss to shareholders of 32% over the past year.Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥189 to JP¥208. Revenue forecast unchanged at JP¥33.2b. Net income forecast to grow 46% next year vs 5.5% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥3,230 to JP¥4,800. Share price rose 12% to JP¥3,740 over the past week.Price Target Changed • Apr 27Price target decreased to JP¥3,230Down from JP¥5,580, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥3,215. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥189 for next year compared to JP¥143 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 1 independent director (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08I-ne CO., LTD. to Report Q1, 2022 Results on May 13, 2022I-ne CO., LTD. announced that they will report Q1, 2022 results on May 13, 2022株主還元4933JP Personal ProductsJP 市場7D0.2%3.5%-3.5%1Y-26.2%6.9%37.4%株主還元を見る業界別リターン: 4933過去 1 年間で6.9 % の収益を上げたJP Personal Products業界を下回りました。リターン対市場: 4933は、過去 1 年間で37.4 % のリターンを上げたJP市場を下回りました。価格変動Is 4933's price volatile compared to industry and market?4933 volatility4933 Average Weekly Movement5.6%Personal Products Industry Average Movement3.8%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 4933 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 4933の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2007433Yohei Onishii-ne.co.jp日本で化粧品、美容機器、その他美容関連商品の企画・開発・運営・製造・販売を行っている株式会社アイエヌ。BOTANIST、SALONIA、DROAS、YOLU、Qurap、WELLP、ennthy、murphy、Tearal、Aquall、awairo、mythm、WrinkFade、Curuput、Salanaru、CAROMEのブランド名で、ヘアケア、スキンケア、美容機器、プレメイク、ナイトケア、白髪染め、プレスキン、アイメイクなどの商品を提供している。また、小売店の企画・運営・管理、日用品・ヘルスケア関連商品の企画・開発・販売、Eコマース事業も手掛けている。2007年に法人化され、大阪に本社を置く。もっと見るI-ne CO., LTD. 基礎のまとめI-ne の収益と売上を時価総額と比較するとどうか。4933 基礎統計学時価総額JP¥21.56b収益（TTM）JP¥1.90b売上高(TTM)JP¥50.35b11.4xPER（株価収益率0.4xP/Sレシオ4933 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4933 損益計算書（TTM）収益JP¥50.35b売上原価JP¥20.37b売上総利益JP¥29.98bその他の費用JP¥28.08b収益JP¥1.90b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）106.66グロス・マージン59.54%純利益率3.77%有利子負債／自己資本比率31.7%4933 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1.2%現在の配当利回り14%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2026/07/17 07:18終値2026/07/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋I-ne CO., LTD. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Katsuro HirozumiDaiwa Securities Co. Ltd.Shima YamanakaSMBC NIKKO
Major Estimate Revision • Jun 19Consensus EPS estimates fall by 51%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥175 to JP¥86.10 per share. Revenue forecast steady at JP¥51.9b. Net income forecast to shrink 17% next year vs 7.1% growth forecast for Personal Products industry in Japan . Consensus price target down from JP¥2,250 to JP¥2,110. Share price was steady at JP¥1,308 over the past week.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥9.73 (vs JP¥26.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.73 (down from JP¥26.39 in 1Q 2025). Revenue: JP¥12.5b (up 12% from 1Q 2025). Net income: JP¥173.0m (down 63% from 1Q 2025). Profit margin: 1.4% (down from 4.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,153, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 21x in the Personal Products industry in Japan. Total loss to shareholders of 69% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
分析記事 • Dec 21I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD.'s ( TSE:4933 ) dividend will be increasing from last year's payment of the same period to ¥15.00 on 16th...
分析記事 • Dec 04I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD. ( TSE:4933 ) has announced that it will be increasing its dividend from last year's comparable payment...
Major Estimate Revision • Jun 19Consensus EPS estimates fall by 51%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥175 to JP¥86.10 per share. Revenue forecast steady at JP¥51.9b. Net income forecast to shrink 17% next year vs 7.1% growth forecast for Personal Products industry in Japan . Consensus price target down from JP¥2,250 to JP¥2,110. Share price was steady at JP¥1,308 over the past week.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥9.73 (vs JP¥26.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.73 (down from JP¥26.39 in 1Q 2025). Revenue: JP¥12.5b (up 12% from 1Q 2025). Net income: JP¥173.0m (down 63% from 1Q 2025). Profit margin: 1.4% (down from 4.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,153, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 21x in the Personal Products industry in Japan. Total loss to shareholders of 69% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
分析記事 • Dec 21I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD.'s ( TSE:4933 ) dividend will be increasing from last year's payment of the same period to ¥15.00 on 16th...
分析記事 • Dec 04I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD. ( TSE:4933 ) has announced that it will be increasing its dividend from last year's comparable payment...
お知らせ • Dec 03+ 3 more updatesI-ne CO., LTD. to Report Q1, 2026 Results on May 13, 2026I-ne CO., LTD. announced that they will report Q1, 2026 results on May 13, 2026
Price Target Changed • Dec 02Price target decreased by 12% to JP¥2,280Down from JP¥2,580, the current price target is an average from 2 analysts. New target price is 68% above last closing price of JP¥1,358. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥158 for next year compared to JP¥167 last year.
分析記事 • Nov 17I-ne (TSE:4933) Has Announced That It Will Be Increasing Its Dividend To ¥15.00I-ne CO., LTD. ( TSE:4933 ) has announced that it will be increasing its dividend from last year's comparable payment...
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,497, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Personal Products industry in Japan. Total loss to shareholders of 40% over the past three years.
分析記事 • Nov 10Does I-ne (TSE:4933) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Nov 10New 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 8.3% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: JP¥10.41 (vs JP¥19.16 in 3Q 2024)Third quarter 2025 results: EPS: JP¥10.41 (down from JP¥19.16 in 3Q 2024). Revenue: JP¥12.0b (up 9.5% from 3Q 2024). Net income: JP¥182.0m (down 46% from 3Q 2024). Profit margin: 1.5% (down from 3.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Sep 02I-ne CO., LTD. to Report Q3, 2025 Results on Nov 07, 2025I-ne CO., LTD. announced that they will report Q3, 2025 results on Nov 07, 2025
Price Target Changed • Sep 02Price target decreased by 8.7% to JP¥2,615Down from JP¥2,865, the current price target is an average from 2 analysts. New target price is 66% above last closing price of JP¥1,573. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥154 for next year compared to JP¥167 last year.
Declared Dividend • Aug 10Dividend of JP¥13.50 announcedShareholders will receive a dividend of JP¥13.50. Ex-date: 29th December 2025 Payment date: 16th March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: JP¥31.45 (vs JP¥46.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.45 (down from JP¥46.25 in 2Q 2024). Revenue: JP¥11.2b (flat on 2Q 2024). Net income: JP¥550.0m (down 33% from 2Q 2024). Profit margin: 4.9% (down from 7.3% in 2Q 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • Jul 09Here's Why I-ne (TSE:4933) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Jun 27I-ne CO., LTD. to Report Q2, 2025 Results on Aug 08, 2025I-ne CO., LTD. announced that they will report Q2, 2025 results on Aug 08, 2025
Reported Earnings • May 10First quarter 2025 earnings released: EPS: JP¥21.33 (vs JP¥23.97 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.33 (down from JP¥23.97 in 1Q 2024). Revenue: JP¥11.1b (up 22% from 1Q 2024). Net income: JP¥373.0m (down 12% from 1Q 2024). Profit margin: 3.4% (down from 4.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,414, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 23x in the Personal Products industry in Japan. Total loss to shareholders of 18% over the past three years.
分析記事 • Apr 04Is I-ne (TSE:4933) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Price Target Changed • Apr 02Price target decreased by 42% to JP¥1,730Down from JP¥3,005, the current price target is provided by 1 analyst. New target price is 12% above last closing price of JP¥1,549. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥160 for next year compared to JP¥167 last year.
お知らせ • Mar 27I-ne CO., LTD. to Report Q1, 2025 Results on May 09, 2025I-ne CO., LTD. announced that they will report Q1, 2025 results on May 09, 2025
Price Target Changed • Mar 05Price target decreased by 9.1% to JP¥3,005Down from JP¥3,305, the current price target is an average from 2 analysts. New target price is 81% above last closing price of JP¥1,662. Stock is down 10% over the past year. The company is forecast to post earnings per share of JP¥164 for next year compared to JP¥167 last year.
分析記事 • Feb 19Earnings Troubles May Signal Larger Issues for I-ne (TSE:4933) ShareholdersInvestors were disappointed by I-ne CO., LTD.'s ( TSE:4933 ) latest earnings release. We did some analysis, and found...
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,678, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Personal Products industry in Japan. Total returns to shareholders of 35% over the past three years.
Reported Earnings • Feb 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥167 (down from JP¥224 in FY 2023). Revenue: JP¥45.0b (up 8.1% from FY 2023). Net income: JP¥2.94b (down 26% from FY 2023). Profit margin: 6.5% (down from 9.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 12I-ne CO., LTD., Annual General Meeting, Mar 28, 2025I-ne CO., LTD., Annual General Meeting, Mar 28, 2025.
分析記事 • Jan 24We Like I-ne's (TSE:4933) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
お知らせ • Jan 03I-ne CO., LTD. to Report Fiscal Year 2024 Results on Feb 12, 2025I-ne CO., LTD. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 12, 2025
Upcoming Dividend • Dec 20Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 11 March 2025. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.3%).
分析記事 • Nov 21Earnings Tell The Story For I-ne CO., LTD. (TSE:4933) As Its Stock Soars 25%I-ne CO., LTD. ( TSE:4933 ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. Not...
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: JP¥19.16 (vs JP¥32.00 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.16 (down from JP¥32.00 in 3Q 2023). Revenue: JP¥11.0b (flat on 3Q 2023). Net income: JP¥335.0m (down 41% from 3Q 2023). Profit margin: 3.0% (down from 5.2% in 3Q 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Nov 01I-ne CO., LTD. (TSE:4933) completed the acquisition of Tout Vert Co.,Ltd. from Yoshihiko Moriyama and others.I-ne CO., LTD. (TSE:4933) agreed to acquire Tout Vert Co.,Ltd. from Yoshihiko Moriyama and others for ¥10 billion on October 23, 2024. A cash consideration of ¥10 billion will be paid by I-ne CO., LTD for 200 shares. For the period ending June 30, 2024, Tout Vert Co.,Ltd. reported total revenue of ¥4.11 billion, EBIT of ¥1.36 billion and net income of ¥961 million. As of June 30, 2024, Tout Vert Co.,Ltd. reported total assets of ¥3.23 billion and total common equity of ¥2.5 billion. The expected completion of the transaction is October 31, 2024. I-ne CO., LTD. (TSE:4933) completed the acquisition of Tout Vert Co.,Ltd. from Yoshihiko Moriyama and others on October 31, 2024.
Price Target Changed • Oct 29Price target increased by 22% to JP¥3,360Up from JP¥2,760, the current price target is an average from 2 analysts. New target price is 58% above last closing price of JP¥2,133. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥147 for next year compared to JP¥224 last year.
分析記事 • Oct 25Why The 30% Return On Capital At I-ne (TSE:4933) Should Have Your AttentionIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,971, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Personal Products industry in Japan. Total loss to shareholders of 9.3% over the past three years.
お知らせ • Sep 27I-ne CO., LTD. to Report Q3, 2024 Results on Nov 08, 2024I-ne CO., LTD. announced that they will report Q3, 2024 results on Nov 08, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥46.25 (vs JP¥139 in 2Q 2023)Second quarter 2024 results: EPS: JP¥46.25 (down from JP¥139 in 2Q 2023). Revenue: JP¥11.2b (up 15% from 2Q 2023). Net income: JP¥815.0m (down 67% from 2Q 2023). Profit margin: 7.3% (down from 25% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,354, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Personal Products industry in Japan. Total loss to shareholders of 48% over the past three years.
分析記事 • Jul 29Earnings Working Against I-ne CO., LTD.'s (TSE:4933) Share PriceI-ne CO., LTD.'s ( TSE:4933 ) price-to-earnings (or "P/E") ratio of 8.2x might make it look like a buy right now...
お知らせ • Jun 06I-ne CO., LTD. to Report Q2, 2024 Results on Aug 09, 2024I-ne CO., LTD. announced that they will report Q2, 2024 results on Aug 09, 2024
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,698, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Personal Products industry in Japan. Total loss to shareholders of 46% over the past three years.
New Risk • Jun 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risk Large one-off items impacting financial results.
Board Change • May 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Director Yoshinori Hara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,598, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 24x in the Personal Products industry in Japan. Total loss to shareholders of 43% over the past three years.
Reported Earnings • May 12First quarter 2024 earnings released: EPS: JP¥23.97 (vs JP¥31.85 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.97 (down from JP¥31.85 in 1Q 2023). Revenue: JP¥9.08b (down 6.5% from 1Q 2023). Net income: JP¥426.0m (down 24% from 1Q 2023). Profit margin: 4.7% (down from 5.7% in 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 11I-ne CO., LTD. (TSE:4933) announces an Equity Buyback for 300,000 shares, representing 1.69% for ¥550 million.I-ne CO., LTD. (TSE:4933) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 1.69% of its issued shares for ¥550 million. The purpose of share repurchase is to carry out a flexible capital policy in response to changes in the business environment. The repurchase program will continue until June 21, 2024. As of March 31, 2024, the company had 17,771,240 shares outstanding and 158 shares in treasury.
New Risk • Apr 15New 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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (58% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).
分析記事 • Apr 03I-ne's (TSE:4933) Performance Raises Some QuestionsEven though I-ne CO., LTD. ( TSE:4933 ) posted strong earnings recently, the stock hasn't reacted in a large way. We...
お知らせ • Mar 29I-ne CO., LTD. to Report Q1, 2024 Results on May 10, 2024I-ne CO., LTD. announced that they will report Q1, 2024 results on May 10, 2024
Price Target Changed • Mar 27Price target decreased by 10% to JP¥3,530Down from JP¥3,930, the current price target is an average from 3 analysts. New target price is 86% above last closing price of JP¥1,902. Stock is down 49% over the past year. The company is forecast to post earnings per share of JP¥152 for next year compared to JP¥224 last year.
分析記事 • Mar 05I-ne CO., LTD.'s (TSE:4933) 27% Dip In Price Shows Sentiment Is Matching EarningsThe I-ne CO., LTD. ( TSE:4933 ) share price has fared very poorly over the last month, falling by a substantial 27...
Price Target Changed • Feb 21Price target decreased by 7.1% to JP¥3,897Down from JP¥4,193, the current price target is an average from 3 analysts. New target price is 89% above last closing price of JP¥2,059. Stock is down 47% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥224 last year.
New Risk • Feb 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 58% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
お知らせ • Feb 11I-ne CO., LTD., Annual General Meeting, Mar 27, 2024I-ne CO., LTD., Annual General Meeting, Mar 27, 2024.
Reported Earnings • Feb 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥224 (up from JP¥110 in FY 2022). Revenue: JP¥41.6b (up 18% from FY 2022). Net income: JP¥3.95b (up 105% from FY 2022). Profit margin: 9.5% (up from 5.5% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.8%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28I-ne CO., LTD. to Report Fiscal Year 2023 Results on Feb 09, 2024I-ne CO., LTD. announced that they will report fiscal year 2023 results on Feb 09, 2024
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: JP¥32.00 (vs JP¥39.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.00 (down from JP¥39.98 in 3Q 2022). Revenue: JP¥11.0b (up 11% from 3Q 2022). Net income: JP¥564.0m (down 19% from 3Q 2022). Profit margin: 5.2% (down from 7.1% in 3Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Aug 30Consensus EPS estimates increase by 69%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥40.4b to JP¥41.1b. EPS estimate increased from JP¥149 to JP¥252 per share. Net income forecast to shrink 3.9% next year vs 11% growth forecast for Personal Products industry in Japan . Consensus price target broadly unchanged at JP¥4,440. Share price rose 4.6% to JP¥2,999 over the past week.
New Risk • Aug 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. High level of non-cash earnings (66% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
お知らせ • Aug 27I-ne CO., LTD. to Report Q3, 2023 Results on Nov 10, 2023I-ne CO., LTD. announced that they will report Q3, 2023 results on Nov 10, 2023
New Risk • Aug 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 66% 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 Risk High level of non-cash earnings (66% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).
New Risk • Aug 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 93% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: JP¥139 (vs JP¥19.51 in 2Q 2022)Second quarter 2023 results: EPS: JP¥139 (up from JP¥19.51 in 2Q 2022). Revenue: JP¥9.80b (up 21% from 2Q 2022). Net income: JP¥2.45b (up JP¥2.11b from 2Q 2022). Profit margin: 25% (up from 4.2% in 2Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Personal Products industry in Japan.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥3,150, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,206 per share.
Buying Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥3,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last year. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
お知らせ • Jun 28I-ne CO., LTD. to Report Q2, 2023 Results on Aug 09, 2023I-ne CO., LTD. announced that they will report Q2, 2023 results on Aug 09, 2023
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,882, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 55% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,488 per share.
Reported Earnings • May 15First quarter 2023 earnings released: EPS: JP¥31.85 (vs JP¥46.28 in 1Q 2022)First quarter 2023 results: EPS: JP¥31.85 (down from JP¥46.28 in 1Q 2022). Revenue: JP¥9.72b (up 20% from 1Q 2022). Net income: JP¥558.0m (down 31% from 1Q 2022). Profit margin: 5.7% (down from 10.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan.
Reported Earnings • Mar 29Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥110 (up from JP¥71.44 in FY 2021). Revenue: JP¥35.3b (up 24% from FY 2021). Net income: JP¥1.93b (up 55% from FY 2021). Profit margin: 5.5% (up from 4.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥3,940, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 28x in the Personal Products industry in Japan. Total returns to shareholders of 225% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,887 per share.
Reported Earnings • Feb 12Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥110 (up from JP¥71.44 in FY 2021). Revenue: JP¥35.3b (up 24% from FY 2021). Net income: JP¥1.93b (up 55% from FY 2021). Profit margin: 5.5% (up from 4.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan.
お知らせ • Feb 12I-ne CO., LTD., Annual General Meeting, Mar 24, 2023I-ne CO., LTD., Annual General Meeting, Mar 24, 2023.
Buying Opportunity • Feb 03Now 20% undervaluedOver the last 90 days, the stock is up 47%. The fair value is estimated to be JP¥3,984, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
お知らせ • Dec 06I-ne CO., LTD. to Report Fiscal Year 2022 Results on Feb 10, 2023I-ne CO., LTD. announced that they will report fiscal year 2022 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 1 independent director (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥79.97 (vs JP¥37.18 in 3Q 2021)Third quarter 2022 results: EPS: JP¥79.97 (up from JP¥37.18 in 3Q 2021). Revenue: JP¥9.91b (up 50% from 3Q 2021). Net income: JP¥699.0m (up 115% from 3Q 2021). Profit margin: 7.1% (up from 4.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥5,260, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the Personal Products industry in Japan. Total returns to shareholders of 8.5% over the past year.
Buying Opportunity • Nov 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be JP¥5,483, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has declined by 9.4%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.
お知らせ • Aug 31I-ne CO., LTD. to Report Q3, 2022 Results on Nov 11, 2022I-ne CO., LTD. announced that they will report Q3, 2022 results on Nov 11, 2022
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥5,150, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 18% over the past year.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥39.01 (vs JP¥42.49 in 2Q 2021)Second quarter 2022 results: EPS: JP¥39.01 (down from JP¥42.49 in 2Q 2021). Revenue: JP¥8.12b (up 14% from 2Q 2021). Net income: JP¥341.0m (down 7.8% from 2Q 2021). Profit margin: 4.2% (down from 5.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 3.8% growth forecast for the industry in Japan.
Buying Opportunity • Aug 01Now 22% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be JP¥5,752, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last year. Earnings per share has grown by 2.9%. Revenue is forecast to grow by 26% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥4,090, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Personal Products industry in Japan. Total loss to shareholders of 28% over the past year.
お知らせ • Jun 03I-ne CO., LTD. to Report Q2, 2022 Results on Aug 10, 2022I-ne CO., LTD. announced that they will report Q2, 2022 results on Aug 10, 2022
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥3,750, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Personal Products industry in Japan. Total loss to shareholders of 32% over the past year.
Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥189 to JP¥208. Revenue forecast unchanged at JP¥33.2b. Net income forecast to grow 46% next year vs 5.5% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥3,230 to JP¥4,800. Share price rose 12% to JP¥3,740 over the past week.
Price Target Changed • Apr 27Price target decreased to JP¥3,230Down from JP¥5,580, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥3,215. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥189 for next year compared to JP¥143 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 1 independent director (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08I-ne CO., LTD. to Report Q1, 2022 Results on May 13, 2022I-ne CO., LTD. announced that they will report Q1, 2022 results on May 13, 2022
