View Future GrowthSuperbag Company 過去の業績過去 基準チェック /16Superbag Companyは、平均年間52.2%の収益成長を遂げていますが、 Packaging業界の収益は、年間 成長しています。収益は、平均年間7.4% 2.5%収益成長率で 成長しています。 Superbag Companyの自己資本利益率は14.4%であり、純利益率は2.8%です。主要情報52.17%収益成長率52.45%EPS成長率Packaging 業界の成長2.22%収益成長率2.49%株主資本利益率14.39%ネット・マージン2.84%前回の決算情報31 Mar 2026最近の業績更新分析記事 • May 22There Might Be More To Superbag Company's (TSE:3945) Story Than Just Weak EarningsSuperbag Company, Limited's ( TSE:3945 ) stock wasn't much affected by its recent lackluster earnings numbers. We did...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥539 (vs JP¥658 in FY 2025)Full year 2026 results: EPS: JP¥539 (down from JP¥658 in FY 2025). Revenue: JP¥28.2b (up 2.1% from FY 2025). Net income: JP¥800.0m (down 18% from FY 2025). Profit margin: 2.8% (down from 3.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: JP¥182 (vs JP¥274 in 3Q 2025)Third quarter 2026 results: EPS: JP¥182 (down from JP¥274 in 3Q 2025). Revenue: JP¥8.36b (up 2.0% from 3Q 2025). Net income: JP¥270.0m (down 34% from 3Q 2025). Profit margin: 3.2% (down from 5.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 29Superbag Company, Limited to Report Q3, 2026 Results on Feb 06, 2026Superbag Company, Limited announced that they will report Q3, 2026 results on Feb 06, 2026Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥92.26 (vs JP¥102 in 2Q 2025)Second quarter 2026 results: EPS: JP¥92.26 (down from JP¥102 in 2Q 2025). Revenue: JP¥6.76b (up 2.3% from 2Q 2025). Net income: JP¥137.0m (down 9.3% from 2Q 2025). Profit margin: 2.0% (down from 2.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year and the company’s share price has also increased by 50% per year.お知らせ • Sep 02Superbag Company, Limited to Report Q2, 2026 Results on Nov 07, 2025Superbag Company, Limited announced that they will report Q2, 2026 results on Nov 07, 2025すべての更新を表示Recent updates分析記事 • May 22There Might Be More To Superbag Company's (TSE:3945) Story Than Just Weak EarningsSuperbag Company, Limited's ( TSE:3945 ) stock wasn't much affected by its recent lackluster earnings numbers. We did...Buy Or Sell Opportunity • May 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥2,140. The fair value is estimated to be JP¥2,675, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 9.2%.Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥539 (vs JP¥658 in FY 2025)Full year 2026 results: EPS: JP¥539 (down from JP¥658 in FY 2025). Revenue: JP¥28.2b (up 2.1% from FY 2025). Net income: JP¥800.0m (down 18% from FY 2025). Profit margin: 2.8% (down from 3.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.お知らせ • May 18Superbag Company, Limited, Annual General Meeting, Jun 26, 2026Superbag Company, Limited, Annual General Meeting, Jun 26, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.1%).Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: JP¥182 (vs JP¥274 in 3Q 2025)Third quarter 2026 results: EPS: JP¥182 (down from JP¥274 in 3Q 2025). Revenue: JP¥8.36b (up 2.0% from 3Q 2025). Net income: JP¥270.0m (down 34% from 3Q 2025). Profit margin: 3.2% (down from 5.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 08Superbag Company's (TSE:3945) Dividend Will Be Increased To ¥110.00Superbag Company, Limited ( TSE:3945 ) will increase its dividend from last year's comparable payment on the 30th of...Declared Dividend • Jan 08Dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 48% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 07Superbag Company, Limited announces Annual dividend, payable on June 30, 2026Superbag Company, Limited announced Annual dividend of JPY 110.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.お知らせ • Nov 29Superbag Company, Limited to Report Q3, 2026 Results on Feb 06, 2026Superbag Company, Limited announced that they will report Q3, 2026 results on Feb 06, 2026Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥92.26 (vs JP¥102 in 2Q 2025)Second quarter 2026 results: EPS: JP¥92.26 (down from JP¥102 in 2Q 2025). Revenue: JP¥6.76b (up 2.3% from 2Q 2025). Net income: JP¥137.0m (down 9.3% from 2Q 2025). Profit margin: 2.0% (down from 2.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year and the company’s share price has also increased by 50% per year.お知らせ • Sep 02Superbag Company, Limited to Report Q2, 2026 Results on Nov 07, 2025Superbag Company, Limited announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥82.93 (vs JP¥81.01 in 1Q 2025)First quarter 2026 results: EPS: JP¥82.93 (up from JP¥81.01 in 1Q 2025). Revenue: JP¥6.67b (up 2.4% from 1Q 2025). Net income: JP¥123.0m (up 2.5% from 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 25Superbag Company, Limited to Report Q1, 2026 Results on Aug 08, 2025Superbag Company, Limited announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥658 (vs JP¥571 in FY 2024)Full year 2025 results: EPS: JP¥658 (up from JP¥571 in FY 2024). Revenue: JP¥27.6b (up 2.8% from FY 2024). Net income: JP¥976.0m (up 13% from FY 2024). Profit margin: 3.5% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Superbag Company, Limited, Annual General Meeting, Jun 27, 2025Superbag Company, Limited, Annual General Meeting, Jun 27, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,905, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 9x in the Packaging industry in Japan. Total returns to shareholders of 103% over the past three years.お知らせ • Mar 25Superbag Company, Limited to Report Fiscal Year 2025 Results on May 14, 2025Superbag Company, Limited announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥274 (vs JP¥331 in 3Q 2024)Third quarter 2025 results: EPS: JP¥274 (down from JP¥331 in 3Q 2024). Revenue: JP¥8.20b (flat on 3Q 2024). Net income: JP¥406.0m (down 20% from 3Q 2024). Profit margin: 5.0% (down from 6.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06Superbag Company, Limited SHS to Be Deleted from OTC EquitySuperbag Company, Limited SHS (Japan) will be deleted from OTC Equity effective February 06, 2025. due to Inactive Security.お知らせ • Nov 30Superbag Company, Limited to Report Q3, 2025 Results on Feb 07, 2025Superbag Company, Limited announced that they will report Q3, 2025 results on Feb 07, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥102 (vs JP¥125 in 2Q 2024)Second quarter 2025 results: EPS: JP¥102 (down from JP¥125 in 2Q 2024). Revenue: JP¥6.61b (up 2.8% from 2Q 2024). Net income: JP¥151.0m (down 21% from 2Q 2024). Profit margin: 2.3% (down from 3.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 95% 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 • Aug 27Superbag Company, Limited to Report Q2, 2025 Results on Nov 08, 2024Superbag Company, Limited announced that they will report Q2, 2025 results on Nov 08, 2024分析記事 • Aug 05Superbag Company, Limited's (TSE:3945) 26% Dip In Price Shows Sentiment Is Matching EarningsSuperbag Company, Limited ( TSE:3945 ) shareholders won't be pleased to see that the share price has had a very rough...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥2.99b market cap, or US$21.0m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,020, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 9x in the Packaging industry in Japan. Total returns to shareholders of 89% over the past three years.Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥571 (vs JP¥310 in FY 2023)Full year 2024 results: EPS: JP¥571 (up from JP¥310 in FY 2023). Revenue: JP¥26.8b (up 6.3% from FY 2023). Net income: JP¥866.0m (up 83% from FY 2023). Profit margin: 3.2% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Superbag Company, Limited, Annual General Meeting, Jun 27, 2024Superbag Company, Limited, Annual General Meeting, Jun 27, 2024.お知らせ • Mar 09Superbag Company, Limited to Report Fiscal Year 2024 Results on May 10, 2024Superbag Company, Limited announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥331 (vs JP¥236 in 3Q 2023)Third quarter 2024 results: EPS: JP¥331 (up from JP¥236 in 3Q 2023). Revenue: JP¥8.14b (up 7.4% from 3Q 2023). Net income: JP¥506.0m (up 41% from 3Q 2023). Profit margin: 6.2% (up from 4.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 24Superbag Company, Limited (TSE:3945) announces an Equity Buyback for 50,000 shares, representing 3.27% for ¥120.85 million.Superbag Company, Limited (TSE:3945) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 3.27% of its issued share capital (excluding treasury stock), for a total purchase price of ¥120.85 million. The shares will be repurchased at a price of ¥2,417 per share. The purpose of the program is to improve capital efficiency and implement flexible capital policies in response to changes in the business environment. As of December 31, 2023, the company has 1,527,938 issued shares (excluding treasury stock) and 158,216 treasury shares.お知らせ • Dec 22Superbag Company, Limited to Report Q3, 2024 Results on Feb 09, 2024Superbag Company, Limited announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 06New 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 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥3.94b market cap, or US$26.3m).New Risk • Nov 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 1.5% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (1.5% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥3.34b market cap, or US$22.4m).Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥125 (vs JP¥11.12 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥125 (up from JP¥11.12 loss in 2Q 2023). Revenue: JP¥6.43b (up 6.0% from 2Q 2023). Net income: JP¥191.0m (up JP¥208.0m from 2Q 2023). Profit margin: 3.0% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,333, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 12x in the Packaging industry in Japan. Total returns to shareholders of 90% over the past three years.お知らせ • Aug 27Superbag Company, Limited to Report Q2, 2024 Results on Nov 02, 2023Superbag Company, Limited announced that they will report Q2, 2024 results on Nov 02, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥86.38 (vs JP¥43.19 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥86.38 (up from JP¥43.19 loss in 1Q 2023). Revenue: JP¥6.06b (up 4.9% from 1Q 2023). Net income: JP¥132.0m (up JP¥198.0m from 1Q 2023). Profit margin: 2.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.お知らせ • Jun 29Superbag Company, Limited to Report Q1, 2024 Results on Aug 04, 2023Superbag Company, Limited announced that they will report Q1, 2024 results on Aug 04, 2023New Risk • Jun 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.7% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥2.62b market cap, or US$18.5m).Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥310 (vs JP¥420 loss in FY 2022)Full year 2023 results: EPS: JP¥310 (up from JP¥420 loss in FY 2022). Revenue: JP¥25.3b (flat on FY 2022). Net income: JP¥473.0m (up JP¥1.12b from FY 2022). Profit margin: 1.9% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥236 (vs JP¥150 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥236 (up from JP¥150 loss in 3Q 2022). Revenue: JP¥7.58b (flat on 3Q 2022). Net income: JP¥360.0m (up JP¥590.0m from 3Q 2022). Profit margin: 4.7% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Dec 09Superbag Company, Limited to Report Q3, 2023 Results on Feb 10, 2023Superbag Company, Limited announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (11 non-independent directors). External Director Hajime Furukawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥11.12 loss per share (vs JP¥78.51 profit in 2Q 2022)Second quarter 2023 results: JP¥11.12 loss per share (down from JP¥78.51 profit in 2Q 2022). Revenue: JP¥6.06b (flat on 2Q 2022). Net loss: JP¥17.0m (down 114% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 31First quarter 2023 earnings released: JP¥43.19 loss per share (vs JP¥90.94 loss in 1Q 2022)First quarter 2023 results: JP¥43.19 loss per share (up from JP¥90.94 loss in 1Q 2022). Revenue: JP¥5.78b (down 3.0% from 1Q 2022). Net loss: JP¥66.0m (loss narrowed 53% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 17Full year 2022 earnings released: JP¥420 loss per share (vs JP¥251 loss in FY 2021)Full year 2022 results: JP¥420 loss per share (down from JP¥251 loss in FY 2021). Revenue: JP¥25.1b (down 4.3% from FY 2021). Net loss: JP¥642.0m (loss widened 68% from FY 2021). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. No independent directors (11 non-independent directors). External Director Hajime Furukawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Superbag Company, Limited to Report Fiscal Year 2022 Results on May 13, 2022Superbag Company, Limited announced that they will report fiscal year 2022 results on May 13, 2022Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥150 loss per share (down from JP¥47.76 profit in 3Q 2021). Revenue: JP¥7.55b (up 3.5% from 3Q 2021). Net loss: JP¥230.0m (down 415% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥78.51 (vs JP¥64.77 loss in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥6.10b (down 8.0% from 2Q 2021). Net income: JP¥120.0m (up JP¥219.0m from 2Q 2021). Profit margin: 2.0% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 04First quarter 2022 earnings released: JP¥90.94 loss per share (vs JP¥81.12 loss in 1Q 2021)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2022 results: Revenue: JP¥5.96b (down 8.2% from 1Q 2021). Net loss: JP¥139.0m (loss widened 12% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • May 19Full year 2021 earnings released: JP¥251 loss per share (vs JP¥230 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥26.3b (down 18% from FY 2020). Net loss: JP¥383.0m (down 209% from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Mar 04Superbag Company, Limited to Report Fiscal Year 2021 Results on May 14, 2021Superbag Company, Limited announced that they will report fiscal year 2021 results on May 14, 2021Is New 90 Day High Low • Feb 10New 90-day low: JP¥1,118The company is down 1.0% from its price of JP¥1,131 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 4.0% over the same period.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥47.76 (vs JP¥178 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.30b (down 22% from 3Q 2020). Net income: JP¥73.0m (down 73% from 3Q 2020). Profit margin: 1.0% (down from 2.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 05Superbag Company, Limited to Report Q3, 2021 Results on Feb 05, 2021Superbag Company, Limited announced that they will report Q3, 2021 results on Feb 05, 2021お知らせ • Sep 12Superbag Company, Limited to Report Q2, 2021 Results on Oct 30, 2020Superbag Company, Limited announced that they will report Q2, 2021 results on Oct 30, 2020お知らせ • Jun 28Superbag Company, Limited to Report Q1, 2021 Results on Jul 31, 2020Superbag Company, Limited announced that they will report Q1, 2021 results on Jul 31, 2020収支内訳Superbag Company の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:3945 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2628,1628004,709031 Dec 2528,0568294,744030 Sep 2527,8889654,681030 Jun 2527,7349794,637031 Mar 2527,5799764,602031 Dec 2427,5237144,577030 Sep 2427,4698144,527030 Jun 2427,2868544,456031 Mar 2426,8378664,381031 Dec 2326,4621,0254,297030 Sep 2325,9008794,282030 Jun 2325,5376714,314031 Mar 2325,2534734,345031 Dec 2224,952-1164,426030 Sep 2224,923-7064,537030 Jun 2224,956-5694,639031 Mar 2225,134-6424,758031 Dec 2125,451-4824,835030 Sep 2125,195-1794,882030 Jun 2125,723-3984,922031 Mar 2126,253-3835,019031 Dec 2027,508-595,148030 Sep 2029,5661405,315030 Jun 2030,5782335,439031 Mar 2031,8953515,514031 Dec 1932,206-5915,499030 Sep 1932,781-7505,537030 Jun 1933,144-8095,569031 Mar 1932,995-9335,584031 Dec 1832,969-1495,574030 Sep 1832,856-415,531030 Jun 1832,902275,513031 Mar 1833,0822095,450031 Dec 1733,2393385,403030 Sep 1733,1984115,313030 Jun 1733,3345225,232031 Mar 1733,4955435,195031 Dec 1633,9285445,318030 Sep 1634,4754625,237030 Jun 1634,9292615,204031 Mar 1635,1701405,169031 Dec 1535,1891584,930030 Sep 1535,489804,919030 Jun 1535,2901914,9060質の高い収益: 3945 非現金収入 のレベルが高いです。利益率の向上: 3945の現在の純利益率 (2.8%)は、昨年(3.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 3945過去 5 年間で収益を上げており、収益は年間52.2%増加しています。成長の加速: 3945は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 3945は過去 1 年間で収益成長率がマイナス ( -18% ) となったため、 Packaging業界平均 ( 1.1% ) と比較することが困難です。株主資本利益率高いROE: 3945の 自己資本利益率 ( 14.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/24 20:48終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Superbag Company, Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
分析記事 • May 22There Might Be More To Superbag Company's (TSE:3945) Story Than Just Weak EarningsSuperbag Company, Limited's ( TSE:3945 ) stock wasn't much affected by its recent lackluster earnings numbers. We did...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥539 (vs JP¥658 in FY 2025)Full year 2026 results: EPS: JP¥539 (down from JP¥658 in FY 2025). Revenue: JP¥28.2b (up 2.1% from FY 2025). Net income: JP¥800.0m (down 18% from FY 2025). Profit margin: 2.8% (down from 3.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: JP¥182 (vs JP¥274 in 3Q 2025)Third quarter 2026 results: EPS: JP¥182 (down from JP¥274 in 3Q 2025). Revenue: JP¥8.36b (up 2.0% from 3Q 2025). Net income: JP¥270.0m (down 34% from 3Q 2025). Profit margin: 3.2% (down from 5.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 29Superbag Company, Limited to Report Q3, 2026 Results on Feb 06, 2026Superbag Company, Limited announced that they will report Q3, 2026 results on Feb 06, 2026
Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥92.26 (vs JP¥102 in 2Q 2025)Second quarter 2026 results: EPS: JP¥92.26 (down from JP¥102 in 2Q 2025). Revenue: JP¥6.76b (up 2.3% from 2Q 2025). Net income: JP¥137.0m (down 9.3% from 2Q 2025). Profit margin: 2.0% (down from 2.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year and the company’s share price has also increased by 50% per year.
お知らせ • Sep 02Superbag Company, Limited to Report Q2, 2026 Results on Nov 07, 2025Superbag Company, Limited announced that they will report Q2, 2026 results on Nov 07, 2025
分析記事 • May 22There Might Be More To Superbag Company's (TSE:3945) Story Than Just Weak EarningsSuperbag Company, Limited's ( TSE:3945 ) stock wasn't much affected by its recent lackluster earnings numbers. We did...
Buy Or Sell Opportunity • May 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥2,140. The fair value is estimated to be JP¥2,675, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 9.2%.
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥539 (vs JP¥658 in FY 2025)Full year 2026 results: EPS: JP¥539 (down from JP¥658 in FY 2025). Revenue: JP¥28.2b (up 2.1% from FY 2025). Net income: JP¥800.0m (down 18% from FY 2025). Profit margin: 2.8% (down from 3.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
お知らせ • May 18Superbag Company, Limited, Annual General Meeting, Jun 26, 2026Superbag Company, Limited, Annual General Meeting, Jun 26, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.1%).
Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: JP¥182 (vs JP¥274 in 3Q 2025)Third quarter 2026 results: EPS: JP¥182 (down from JP¥274 in 3Q 2025). Revenue: JP¥8.36b (up 2.0% from 3Q 2025). Net income: JP¥270.0m (down 34% from 3Q 2025). Profit margin: 3.2% (down from 5.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 08Superbag Company's (TSE:3945) Dividend Will Be Increased To ¥110.00Superbag Company, Limited ( TSE:3945 ) will increase its dividend from last year's comparable payment on the 30th of...
Declared Dividend • Jan 08Dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 48% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 07Superbag Company, Limited announces Annual dividend, payable on June 30, 2026Superbag Company, Limited announced Annual dividend of JPY 110.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
お知らせ • Nov 29Superbag Company, Limited to Report Q3, 2026 Results on Feb 06, 2026Superbag Company, Limited announced that they will report Q3, 2026 results on Feb 06, 2026
Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥92.26 (vs JP¥102 in 2Q 2025)Second quarter 2026 results: EPS: JP¥92.26 (down from JP¥102 in 2Q 2025). Revenue: JP¥6.76b (up 2.3% from 2Q 2025). Net income: JP¥137.0m (down 9.3% from 2Q 2025). Profit margin: 2.0% (down from 2.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year and the company’s share price has also increased by 50% per year.
お知らせ • Sep 02Superbag Company, Limited to Report Q2, 2026 Results on Nov 07, 2025Superbag Company, Limited announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥82.93 (vs JP¥81.01 in 1Q 2025)First quarter 2026 results: EPS: JP¥82.93 (up from JP¥81.01 in 1Q 2025). Revenue: JP¥6.67b (up 2.4% from 1Q 2025). Net income: JP¥123.0m (up 2.5% from 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 25Superbag Company, Limited to Report Q1, 2026 Results on Aug 08, 2025Superbag Company, Limited announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥658 (vs JP¥571 in FY 2024)Full year 2025 results: EPS: JP¥658 (up from JP¥571 in FY 2024). Revenue: JP¥27.6b (up 2.8% from FY 2024). Net income: JP¥976.0m (up 13% from FY 2024). Profit margin: 3.5% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Superbag Company, Limited, Annual General Meeting, Jun 27, 2025Superbag Company, Limited, Annual General Meeting, Jun 27, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,905, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 9x in the Packaging industry in Japan. Total returns to shareholders of 103% over the past three years.
お知らせ • Mar 25Superbag Company, Limited to Report Fiscal Year 2025 Results on May 14, 2025Superbag Company, Limited announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥274 (vs JP¥331 in 3Q 2024)Third quarter 2025 results: EPS: JP¥274 (down from JP¥331 in 3Q 2024). Revenue: JP¥8.20b (flat on 3Q 2024). Net income: JP¥406.0m (down 20% from 3Q 2024). Profit margin: 5.0% (down from 6.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06Superbag Company, Limited SHS to Be Deleted from OTC EquitySuperbag Company, Limited SHS (Japan) will be deleted from OTC Equity effective February 06, 2025. due to Inactive Security.
お知らせ • Nov 30Superbag Company, Limited to Report Q3, 2025 Results on Feb 07, 2025Superbag Company, Limited announced that they will report Q3, 2025 results on Feb 07, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥102 (vs JP¥125 in 2Q 2024)Second quarter 2025 results: EPS: JP¥102 (down from JP¥125 in 2Q 2024). Revenue: JP¥6.61b (up 2.8% from 2Q 2024). Net income: JP¥151.0m (down 21% from 2Q 2024). Profit margin: 2.3% (down from 3.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 95% 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 • Aug 27Superbag Company, Limited to Report Q2, 2025 Results on Nov 08, 2024Superbag Company, Limited announced that they will report Q2, 2025 results on Nov 08, 2024
分析記事 • Aug 05Superbag Company, Limited's (TSE:3945) 26% Dip In Price Shows Sentiment Is Matching EarningsSuperbag Company, Limited ( TSE:3945 ) shareholders won't be pleased to see that the share price has had a very rough...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥2.99b market cap, or US$21.0m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,020, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 9x in the Packaging industry in Japan. Total returns to shareholders of 89% over the past three years.
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥571 (vs JP¥310 in FY 2023)Full year 2024 results: EPS: JP¥571 (up from JP¥310 in FY 2023). Revenue: JP¥26.8b (up 6.3% from FY 2023). Net income: JP¥866.0m (up 83% from FY 2023). Profit margin: 3.2% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Superbag Company, Limited, Annual General Meeting, Jun 27, 2024Superbag Company, Limited, Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 09Superbag Company, Limited to Report Fiscal Year 2024 Results on May 10, 2024Superbag Company, Limited announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥331 (vs JP¥236 in 3Q 2023)Third quarter 2024 results: EPS: JP¥331 (up from JP¥236 in 3Q 2023). Revenue: JP¥8.14b (up 7.4% from 3Q 2023). Net income: JP¥506.0m (up 41% from 3Q 2023). Profit margin: 6.2% (up from 4.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 24Superbag Company, Limited (TSE:3945) announces an Equity Buyback for 50,000 shares, representing 3.27% for ¥120.85 million.Superbag Company, Limited (TSE:3945) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 3.27% of its issued share capital (excluding treasury stock), for a total purchase price of ¥120.85 million. The shares will be repurchased at a price of ¥2,417 per share. The purpose of the program is to improve capital efficiency and implement flexible capital policies in response to changes in the business environment. As of December 31, 2023, the company has 1,527,938 issued shares (excluding treasury stock) and 158,216 treasury shares.
お知らせ • Dec 22Superbag Company, Limited to Report Q3, 2024 Results on Feb 09, 2024Superbag Company, Limited announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 06New 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 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥3.94b market cap, or US$26.3m).
New Risk • Nov 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 1.5% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (1.5% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥3.34b market cap, or US$22.4m).
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥125 (vs JP¥11.12 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥125 (up from JP¥11.12 loss in 2Q 2023). Revenue: JP¥6.43b (up 6.0% from 2Q 2023). Net income: JP¥191.0m (up JP¥208.0m from 2Q 2023). Profit margin: 3.0% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,333, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 12x in the Packaging industry in Japan. Total returns to shareholders of 90% over the past three years.
お知らせ • Aug 27Superbag Company, Limited to Report Q2, 2024 Results on Nov 02, 2023Superbag Company, Limited announced that they will report Q2, 2024 results on Nov 02, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥86.38 (vs JP¥43.19 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥86.38 (up from JP¥43.19 loss in 1Q 2023). Revenue: JP¥6.06b (up 4.9% from 1Q 2023). Net income: JP¥132.0m (up JP¥198.0m from 1Q 2023). Profit margin: 2.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Jun 29Superbag Company, Limited to Report Q1, 2024 Results on Aug 04, 2023Superbag Company, Limited announced that they will report Q1, 2024 results on Aug 04, 2023
New Risk • Jun 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.7% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥2.62b market cap, or US$18.5m).
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥310 (vs JP¥420 loss in FY 2022)Full year 2023 results: EPS: JP¥310 (up from JP¥420 loss in FY 2022). Revenue: JP¥25.3b (flat on FY 2022). Net income: JP¥473.0m (up JP¥1.12b from FY 2022). Profit margin: 1.9% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥236 (vs JP¥150 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥236 (up from JP¥150 loss in 3Q 2022). Revenue: JP¥7.58b (flat on 3Q 2022). Net income: JP¥360.0m (up JP¥590.0m from 3Q 2022). Profit margin: 4.7% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 09Superbag Company, Limited to Report Q3, 2023 Results on Feb 10, 2023Superbag Company, Limited announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (11 non-independent directors). External Director Hajime Furukawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥11.12 loss per share (vs JP¥78.51 profit in 2Q 2022)Second quarter 2023 results: JP¥11.12 loss per share (down from JP¥78.51 profit in 2Q 2022). Revenue: JP¥6.06b (flat on 2Q 2022). Net loss: JP¥17.0m (down 114% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 31First quarter 2023 earnings released: JP¥43.19 loss per share (vs JP¥90.94 loss in 1Q 2022)First quarter 2023 results: JP¥43.19 loss per share (up from JP¥90.94 loss in 1Q 2022). Revenue: JP¥5.78b (down 3.0% from 1Q 2022). Net loss: JP¥66.0m (loss narrowed 53% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 17Full year 2022 earnings released: JP¥420 loss per share (vs JP¥251 loss in FY 2021)Full year 2022 results: JP¥420 loss per share (down from JP¥251 loss in FY 2021). Revenue: JP¥25.1b (down 4.3% from FY 2021). Net loss: JP¥642.0m (loss widened 68% from FY 2021). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. No independent directors (11 non-independent directors). External Director Hajime Furukawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Superbag Company, Limited to Report Fiscal Year 2022 Results on May 13, 2022Superbag Company, Limited announced that they will report fiscal year 2022 results on May 13, 2022
Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥150 loss per share (down from JP¥47.76 profit in 3Q 2021). Revenue: JP¥7.55b (up 3.5% from 3Q 2021). Net loss: JP¥230.0m (down 415% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥78.51 (vs JP¥64.77 loss in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥6.10b (down 8.0% from 2Q 2021). Net income: JP¥120.0m (up JP¥219.0m from 2Q 2021). Profit margin: 2.0% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 04First quarter 2022 earnings released: JP¥90.94 loss per share (vs JP¥81.12 loss in 1Q 2021)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2022 results: Revenue: JP¥5.96b (down 8.2% from 1Q 2021). Net loss: JP¥139.0m (loss widened 12% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • May 19Full year 2021 earnings released: JP¥251 loss per share (vs JP¥230 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥26.3b (down 18% from FY 2020). Net loss: JP¥383.0m (down 209% from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Mar 04Superbag Company, Limited to Report Fiscal Year 2021 Results on May 14, 2021Superbag Company, Limited announced that they will report fiscal year 2021 results on May 14, 2021
Is New 90 Day High Low • Feb 10New 90-day low: JP¥1,118The company is down 1.0% from its price of JP¥1,131 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 4.0% over the same period.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥47.76 (vs JP¥178 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.30b (down 22% from 3Q 2020). Net income: JP¥73.0m (down 73% from 3Q 2020). Profit margin: 1.0% (down from 2.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 05Superbag Company, Limited to Report Q3, 2021 Results on Feb 05, 2021Superbag Company, Limited announced that they will report Q3, 2021 results on Feb 05, 2021
お知らせ • Sep 12Superbag Company, Limited to Report Q2, 2021 Results on Oct 30, 2020Superbag Company, Limited announced that they will report Q2, 2021 results on Oct 30, 2020
お知らせ • Jun 28Superbag Company, Limited to Report Q1, 2021 Results on Jul 31, 2020Superbag Company, Limited announced that they will report Q1, 2021 results on Jul 31, 2020