View ValuationSOMAR 将来の成長Future 基準チェック /06現在、 SOMARの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長14.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • 14hFull year 2026 earnings released: EPS: JP¥768 (vs JP¥1,334 in FY 2025)Full year 2026 results: EPS: JP¥768 (down from JP¥1,334 in FY 2025). Revenue: JP¥31.2b (up 2.8% from FY 2025). Net income: JP¥1.49b (down 43% from FY 2025). Profit margin: 4.8% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.4% 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 Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (JP¥12.4b market cap, or US$77.8m).Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥6,380, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 231% over the past three years.お知らせ • May 15SOMAR Corporation, Annual General Meeting, Jun 26, 2026SOMAR Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • May 14SOMAR Corporation to Report Q1, 2027 Results on Aug 10, 2026SOMAR Corporation announced that they will report Q1, 2027 results on Aug 10, 2026お知らせ • May 10SOMAR Corporation to Report Fiscal Year 2026 Results on May 15, 2026SOMAR Corporation announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥281 (vs JP¥463 in 3Q 2025)Third quarter 2026 results: EPS: JP¥281 (down from JP¥463 in 3Q 2025). Revenue: JP¥7.92b (up 1.9% from 3Q 2025). Net income: JP¥545.0m (down 39% from 3Q 2025). Profit margin: 6.9% (down from 12% 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 46% per year whereas the company’s share price has increased by 48% per year.お知らせ • Nov 27SOMAR Corporation to Report Q3, 2026 Results on Feb 13, 2026SOMAR Corporation announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Nov 21SOMAR's (TSE:8152) Solid Earnings May Rest On Weak FoundationsThe stock price didn't jump after SOMAR Corporation ( TSE:8152 ) posted decent earnings last week. We did some digging...分析記事 • Nov 14Is SOMAR (TSE:8152) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥208 (vs JP¥265 in 2Q 2025)Second quarter 2026 results: EPS: JP¥208 (down from JP¥265 in 2Q 2025). Revenue: JP¥7.82b (flat on 2Q 2025). Net income: JP¥403.0m (down 21% from 2Q 2025). Profit margin: 5.2% (down from 6.5% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Nov 11Now 22% undervaluedOver the last 90 days, the stock has risen 1.3% to JP¥5,580. The fair value is estimated to be JP¥7,154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 58%.Buy Or Sell Opportunity • Aug 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥5,510. The fair value is estimated to be JP¥6,908, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 58%.お知らせ • Aug 26SOMAR Corporation to Report Q2, 2026 Results on Nov 10, 2025SOMAR Corporation announced that they will report Q2, 2026 results on Nov 10, 2025Buy Or Sell Opportunity • Aug 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.2% to JP¥5,550. The fair value is estimated to be JP¥6,968, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 58%.Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥236 (vs JP¥355 in 1Q 2025)First quarter 2026 results: EPS: JP¥236 (down from JP¥355 in 1Q 2025). Revenue: JP¥7.51b (up 2.6% from 1Q 2025). Net income: JP¥457.0m (down 34% from 1Q 2025). Profit margin: 6.1% (down from 9.4% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 25SOMAR (TSE:8152) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • May 23SOMAR (TSE:8152) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLast week's profit announcement from SOMAR Corporation ( TSE:8152 ) was underwhelming for investors, despite headline...お知らせ • May 21SOMAR Corporation to Report Q1, 2026 Results on Aug 08, 2025SOMAR Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥1,334 (vs JP¥707 in FY 2024)Full year 2025 results: EPS: JP¥1,334 (up from JP¥707 in FY 2024). Revenue: JP¥30.4b (up 14% from FY 2024). Net income: JP¥2.59b (up 89% from FY 2024). Profit margin: 8.5% (up from 5.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.分析記事 • May 16Does SOMAR (TSE:8152) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buy Or Sell Opportunity • May 16Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥5,280. The fair value is estimated to be JP¥6,892, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 54%.お知らせ • May 15SOMAR Corporation, Annual General Meeting, Jun 26, 2025SOMAR Corporation, Annual General Meeting, Jun 26, 2025.分析記事 • Apr 07Market Cool On SOMAR Corporation's (TSE:8152) Earnings Pushing Shares 34% LowerSOMAR Corporation ( TSE:8152 ) shares have had a horrible month, losing 34% after a relatively good period beforehand...Buy Or Sell Opportunity • Apr 07Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥4,985. The fair value is estimated to be JP¥6,897, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 54%.分析記事 • Apr 04SOMAR (TSE:8152) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥5,560, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 217% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).お知らせ • Mar 15SOMAR Corporation to Report Fiscal Year 2025 Results on May 15, 2025SOMAR Corporation announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥463 (vs JP¥248 in 3Q 2024)Third quarter 2025 results: EPS: JP¥463 (up from JP¥248 in 3Q 2024). Revenue: JP¥7.77b (up 9.7% from 3Q 2024). Net income: JP¥899.0m (up 87% from 3Q 2024). Profit margin: 12% (up from 6.8% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 54% per year whereas the company’s share price has increased by 50% per year.お知らせ • Nov 26SOMAR Corporation to Report Q3, 2025 Results on Feb 14, 2025SOMAR Corporation announced that they will report Q3, 2025 results on Feb 14, 2025Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥265 (vs JP¥183 in 2Q 2024)Second quarter 2025 results: EPS: JP¥265 (up from JP¥183 in 2Q 2024). Revenue: JP¥7.86b (up 20% from 2Q 2024). Net income: JP¥513.0m (up 45% from 2Q 2024). Profit margin: 6.5% (up from 5.4% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 13Returns At SOMAR (TSE:8152) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...お知らせ • Sep 05SOMAR Corporation to Report Q2, 2025 Results on Nov 11, 2024SOMAR Corporation announced that they will report Q2, 2025 results on Nov 11, 2024Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥355 (vs JP¥45.38 in 1Q 2024)First quarter 2025 results: EPS: JP¥355 (up from JP¥45.38 in 1Q 2024). Revenue: JP¥7.32b (up 13% from 1Q 2024). Net income: JP¥689.0m (up JP¥601.0m from 1Q 2024). Profit margin: 9.4% (up from 1.4% in 1Q 2024). The increase in margin was driven by higher revenue. 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 33% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 05Investors Give SOMAR Corporation (TSE:8152) Shares A 33% HidingSOMAR Corporation ( TSE:8152 ) shares have had a horrible month, losing 33% after a relatively good period beforehand...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¥3,060, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 72% over the past three years.New Risk • Aug 01New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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 (5.3% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.66b market cap, or US$51.1m).New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.87b market cap, or US$51.2m).分析記事 • May 22Shareholders Can Be Confident That SOMAR's (TSE:8152) Earnings Are High QualitySOMAR Corporation ( TSE:8152 ) recently posted some strong earnings, and the market responded positively. We have done...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,635, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 176% over the past three years.Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥707 (vs JP¥315 in FY 2023)Full year 2024 results: EPS: JP¥707 (up from JP¥315 in FY 2023). Revenue: JP¥26.6b (up 6.3% from FY 2023). Net income: JP¥1.37b (up 124% from FY 2023). Profit margin: 5.1% (up from 2.4% in FY 2023). Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.お知らせ • May 17SOMAR Corporation, Annual General Meeting, Jun 26, 2024SOMAR Corporation, Annual General Meeting, Jun 26, 2024.お知らせ • May 03SOMAR Corporation to Report Q1, 2025 Results on Aug 09, 2024SOMAR Corporation announced that they will report Q1, 2025 results on Aug 09, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 9.9% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).分析記事 • Mar 19Is SOMAR (TSE:8152) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Mar 02SOMAR Corporation to Report Fiscal Year 2024 Results on May 15, 2024SOMAR Corporation announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥248 (vs JP¥83.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥248 (up from JP¥83.03 in 3Q 2023). Revenue: JP¥7.08b (up 13% from 3Q 2023). Net income: JP¥481.0m (up 199% from 3Q 2023). Profit margin: 6.8% (up from 2.6% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 23% per year.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,680, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 87% over the past three years.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥183 (vs JP¥109 in 2Q 2023)Second quarter 2024 results: EPS: JP¥183 (up from JP¥109 in 2Q 2023). Revenue: JP¥6.55b (up 4.1% from 2Q 2023). Net income: JP¥355.0m (up 68% from 2Q 2023). Profit margin: 5.4% (up from 3.4% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 27SOMAR Corporation to Report Q3, 2024 Results on Feb 13, 2024SOMAR Corporation announced that they will report Q3, 2024 results on Feb 13, 2024New Risk • Aug 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% 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 Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥4.42b market cap, or US$30.5m).Reported Earnings • Aug 14First quarter 2024 earnings released: EPS: JP¥45.38 (vs JP¥93.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥45.38 (down from JP¥93.35 in 1Q 2023). Revenue: JP¥6.49b (up 7.2% from 1Q 2023). Net income: JP¥88.0m (down 51% from 1Q 2023). Profit margin: 1.4% (down from 3.0% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 04SOMAR Corporation to Report Q2, 2024 Results on Nov 10, 2023SOMAR Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • May 19Full year 2023 earnings released: EPS: JP¥315 (vs JP¥358 in FY 2022)Full year 2023 results: EPS: JP¥315 (down from JP¥358 in FY 2022). Revenue: JP¥25.1b (up 10% from FY 2022). Net income: JP¥611.0m (down 12% from FY 2022). Profit margin: 2.4% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% 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 • May 13SOMAR Corporation to Report Q1, 2024 Results on Aug 10, 2023SOMAR Corporation announced that they will report Q1, 2024 results on Aug 10, 2023Upcoming Dividend • Mar 24Upcoming dividend of JP¥50.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥82.97 (vs JP¥117 in 3Q 2022)Third quarter 2023 results: EPS: JP¥82.97 (down from JP¥117 in 3Q 2022). Revenue: JP¥6.27b (up 7.4% from 3Q 2022). Net income: JP¥161.0m (down 29% from 3Q 2022). Profit margin: 2.6% (down from 3.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥116 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (down from JP¥116 in 2Q 2022). Revenue: JP¥6.29b (up 12% from 2Q 2022). Net income: JP¥212.0m (down 5.8% from 2Q 2022). Profit margin: 3.4% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.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. 5 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Yamazaki Akira was the last director to join the board, commencing their role in 2019. 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 13Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥116 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (down from JP¥116 in 2Q 2022). Revenue: JP¥6.29b (up 12% from 2Q 2022). Net income: JP¥212.0m (down 5.8% from 2Q 2022). Profit margin: 3.4% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 27SOMAR Corporation to Report Q3, 2023 Results on Feb 10, 2023SOMAR Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥93.32 (vs JP¥106 in 1Q 2022)First quarter 2023 results: EPS: JP¥93.32 (down from JP¥106 in 1Q 2022). Revenue: JP¥6.05b (up 8.4% from 1Q 2022). Net income: JP¥181.0m (down 12% from 1Q 2022). Profit margin: 3.0% (down from 3.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29SOMAR Corporation to Report Q2, 2023 Results on Nov 11, 2022SOMAR Corporation announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥358 (vs JP¥141 in FY 2021)Full year 2022 results: EPS: JP¥358 (up from JP¥141 in FY 2021). Revenue: JP¥22.7b (up 17% from FY 2021). Net income: JP¥694.0m (up 154% from FY 2021). Profit margin: 3.1% (up from 1.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 15SOMAR Corporation, Annual General Meeting, Jun 28, 2022SOMAR Corporation, Annual General Meeting, Jun 28, 2022.お知らせ • May 08SOMAR Corporation to Report Q1, 2023 Results on Aug 05, 2022SOMAR Corporation announced that they will report Q1, 2023 results on Aug 05, 2022Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Full-Time Auditor Yamazaki Akira was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08SOMAR Corporation to Report Fiscal Year 2022 Results on May 13, 2022SOMAR Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.6%).Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥116 (up from JP¥54.12 in 3Q 2021). Revenue: JP¥5.84b (up 15% from 3Q 2021). Net income: JP¥226.0m (up 115% from 3Q 2021). Profit margin: 3.9% (up from 2.1% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥116 (vs JP¥16.50 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.62b (up 27% from 2Q 2021). Net income: JP¥225.0m (up JP¥257.0m from 2Q 2021). Profit margin: 4.0% (up from net loss in 2Q 2021). 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 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥106 (vs JP¥89.69 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥5.58b (up 28% from 1Q 2021). Net income: JP¥205.0m (up 18% from 1Q 2021). Profit margin: 3.7% (down from 4.0% in 1Q 2021). 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 10% per year, which means it has not declined as severely as earnings.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥141 (vs JP¥90.19 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥19.4b (down 8.2% from FY 2020). Net income: JP¥273.0m (up 56% from FY 2020). Profit margin: 1.4% (up from 0.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).お知らせ • Mar 04SOMAR Corporation to Report Fiscal Year 2021 Results on May 14, 2021SOMAR Corporation announced that they will report fiscal year 2021 results on May 14, 2021Is New 90 Day High Low • Feb 17New 90-day high: JP¥1,813The company is up 17% from its price of JP¥1,552 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥54.12 (vs JP¥57.22 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: JP¥5.06b (down 6.6% from 3Q 2020). Net income: JP¥105.0m (down 5.4% from 3Q 2020). Profit margin: 2.1% (up from 2.0% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 49% 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.Is New 90 Day High Low • Jan 22New 90-day high: JP¥1,755The company is up 8.0% from its price of JP¥1,624 on 23 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period.Is New 90 Day High Low • Dec 04New 90-day high: JP¥1,753The company is up 3.0% from its price of JP¥1,700 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period.お知らせ • Aug 02SOMAR Corporation to Report Q2, 2021 Results on Nov 06, 2020SOMAR Corporation announced that they will report Q2, 2021 results on Nov 06, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、SOMAR は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:8152 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202631,2001,4881,0582,042N/A12/31/202530,6571,890N/AN/AN/A9/30/202530,5092,2441,6783,031N/A6/30/202530,5552,354N/AN/AN/A3/31/202530,3632,5864951,539N/A12/31/202429,4792,548N/AN/AN/A9/30/202428,7952,1307311,319N/A6/30/202427,4791,972N/AN/AN/A3/31/202426,6491,3711,6192,303N/A12/31/202326,567981N/AN/AN/A9/30/202325,7536618621,633N/A6/30/202325,496518N/AN/AN/A3/31/202325,059611-970-381N/A12/31/202224,301592N/AN/AN/A9/30/202223,870657-1,306-963N/A6/30/202223,197670N/AN/AN/A3/31/202222,728694-745-470N/A12/31/202122,561682N/AN/AN/A9/30/202121,784561-481-143N/A6/30/202120,608304N/AN/AN/A3/31/202119,373273117560N/A12/31/202019,014353N/AN/AN/A9/30/202019,371359254916N/A6/30/202020,340350N/AN/AN/A3/31/202021,0981755451,126N/A12/31/201921,266115N/AN/AN/A9/30/201922,080227N/A629N/A6/30/201922,200493N/AN/AN/A3/31/201923,048795N/A222N/A12/31/201823,361869N/AN/AN/A9/30/201822,984964N/A598N/A6/30/201822,960985N/AN/AN/A3/31/201822,514911N/A920N/A12/31/201722,020847N/AN/AN/A9/30/201721,426782N/A1,185N/A6/30/201721,223634N/AN/AN/A3/31/201720,941511N/A1,044N/A12/31/201620,895367N/AN/AN/A9/30/201621,471276N/A1,178N/A6/30/201622,6861,012N/AN/AN/A3/31/201623,564971N/A1,078N/A12/31/201524,358988N/AN/AN/A9/30/201524,703-1,327N/A148N/A6/30/201524,158-2,509N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 8152の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 8152の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 8152の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 8152の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 8152の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8152の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/20 22:30終値2026/05/20 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SOMAR Corporation 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
Reported Earnings • 14hFull year 2026 earnings released: EPS: JP¥768 (vs JP¥1,334 in FY 2025)Full year 2026 results: EPS: JP¥768 (down from JP¥1,334 in FY 2025). Revenue: JP¥31.2b (up 2.8% from FY 2025). Net income: JP¥1.49b (down 43% from FY 2025). Profit margin: 4.8% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.4% 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 Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (JP¥12.4b market cap, or US$77.8m).
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥6,380, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 231% over the past three years.
お知らせ • May 15SOMAR Corporation, Annual General Meeting, Jun 26, 2026SOMAR Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • May 14SOMAR Corporation to Report Q1, 2027 Results on Aug 10, 2026SOMAR Corporation announced that they will report Q1, 2027 results on Aug 10, 2026
お知らせ • May 10SOMAR Corporation to Report Fiscal Year 2026 Results on May 15, 2026SOMAR Corporation announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥281 (vs JP¥463 in 3Q 2025)Third quarter 2026 results: EPS: JP¥281 (down from JP¥463 in 3Q 2025). Revenue: JP¥7.92b (up 1.9% from 3Q 2025). Net income: JP¥545.0m (down 39% from 3Q 2025). Profit margin: 6.9% (down from 12% 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 46% per year whereas the company’s share price has increased by 48% per year.
お知らせ • Nov 27SOMAR Corporation to Report Q3, 2026 Results on Feb 13, 2026SOMAR Corporation announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Nov 21SOMAR's (TSE:8152) Solid Earnings May Rest On Weak FoundationsThe stock price didn't jump after SOMAR Corporation ( TSE:8152 ) posted decent earnings last week. We did some digging...
分析記事 • Nov 14Is SOMAR (TSE:8152) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥208 (vs JP¥265 in 2Q 2025)Second quarter 2026 results: EPS: JP¥208 (down from JP¥265 in 2Q 2025). Revenue: JP¥7.82b (flat on 2Q 2025). Net income: JP¥403.0m (down 21% from 2Q 2025). Profit margin: 5.2% (down from 6.5% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Nov 11Now 22% undervaluedOver the last 90 days, the stock has risen 1.3% to JP¥5,580. The fair value is estimated to be JP¥7,154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 58%.
Buy Or Sell Opportunity • Aug 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥5,510. The fair value is estimated to be JP¥6,908, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 58%.
お知らせ • Aug 26SOMAR Corporation to Report Q2, 2026 Results on Nov 10, 2025SOMAR Corporation announced that they will report Q2, 2026 results on Nov 10, 2025
Buy Or Sell Opportunity • Aug 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.2% to JP¥5,550. The fair value is estimated to be JP¥6,968, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 58%.
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥236 (vs JP¥355 in 1Q 2025)First quarter 2026 results: EPS: JP¥236 (down from JP¥355 in 1Q 2025). Revenue: JP¥7.51b (up 2.6% from 1Q 2025). Net income: JP¥457.0m (down 34% from 1Q 2025). Profit margin: 6.1% (down from 9.4% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 25SOMAR (TSE:8152) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • May 23SOMAR (TSE:8152) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLast week's profit announcement from SOMAR Corporation ( TSE:8152 ) was underwhelming for investors, despite headline...
お知らせ • May 21SOMAR Corporation to Report Q1, 2026 Results on Aug 08, 2025SOMAR Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥1,334 (vs JP¥707 in FY 2024)Full year 2025 results: EPS: JP¥1,334 (up from JP¥707 in FY 2024). Revenue: JP¥30.4b (up 14% from FY 2024). Net income: JP¥2.59b (up 89% from FY 2024). Profit margin: 8.5% (up from 5.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
分析記事 • May 16Does SOMAR (TSE:8152) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buy Or Sell Opportunity • May 16Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥5,280. The fair value is estimated to be JP¥6,892, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 54%.
お知らせ • May 15SOMAR Corporation, Annual General Meeting, Jun 26, 2025SOMAR Corporation, Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 07Market Cool On SOMAR Corporation's (TSE:8152) Earnings Pushing Shares 34% LowerSOMAR Corporation ( TSE:8152 ) shares have had a horrible month, losing 34% after a relatively good period beforehand...
Buy Or Sell Opportunity • Apr 07Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥4,985. The fair value is estimated to be JP¥6,897, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 54%.
分析記事 • Apr 04SOMAR (TSE:8152) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥5,560, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 217% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
お知らせ • Mar 15SOMAR Corporation to Report Fiscal Year 2025 Results on May 15, 2025SOMAR Corporation announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥463 (vs JP¥248 in 3Q 2024)Third quarter 2025 results: EPS: JP¥463 (up from JP¥248 in 3Q 2024). Revenue: JP¥7.77b (up 9.7% from 3Q 2024). Net income: JP¥899.0m (up 87% from 3Q 2024). Profit margin: 12% (up from 6.8% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 54% per year whereas the company’s share price has increased by 50% per year.
お知らせ • Nov 26SOMAR Corporation to Report Q3, 2025 Results on Feb 14, 2025SOMAR Corporation announced that they will report Q3, 2025 results on Feb 14, 2025
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥265 (vs JP¥183 in 2Q 2024)Second quarter 2025 results: EPS: JP¥265 (up from JP¥183 in 2Q 2024). Revenue: JP¥7.86b (up 20% from 2Q 2024). Net income: JP¥513.0m (up 45% from 2Q 2024). Profit margin: 6.5% (up from 5.4% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 13Returns At SOMAR (TSE:8152) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
お知らせ • Sep 05SOMAR Corporation to Report Q2, 2025 Results on Nov 11, 2024SOMAR Corporation announced that they will report Q2, 2025 results on Nov 11, 2024
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥355 (vs JP¥45.38 in 1Q 2024)First quarter 2025 results: EPS: JP¥355 (up from JP¥45.38 in 1Q 2024). Revenue: JP¥7.32b (up 13% from 1Q 2024). Net income: JP¥689.0m (up JP¥601.0m from 1Q 2024). Profit margin: 9.4% (up from 1.4% in 1Q 2024). The increase in margin was driven by higher revenue. 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 33% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 05Investors Give SOMAR Corporation (TSE:8152) Shares A 33% HidingSOMAR Corporation ( TSE:8152 ) shares have had a horrible month, losing 33% after a relatively good period beforehand...
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¥3,060, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 72% over the past three years.
New Risk • Aug 01New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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 (5.3% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.66b market cap, or US$51.1m).
New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.87b market cap, or US$51.2m).
分析記事 • May 22Shareholders Can Be Confident That SOMAR's (TSE:8152) Earnings Are High QualitySOMAR Corporation ( TSE:8152 ) recently posted some strong earnings, and the market responded positively. We have done...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,635, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 176% over the past three years.
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥707 (vs JP¥315 in FY 2023)Full year 2024 results: EPS: JP¥707 (up from JP¥315 in FY 2023). Revenue: JP¥26.6b (up 6.3% from FY 2023). Net income: JP¥1.37b (up 124% from FY 2023). Profit margin: 5.1% (up from 2.4% in FY 2023). Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.
お知らせ • May 17SOMAR Corporation, Annual General Meeting, Jun 26, 2024SOMAR Corporation, Annual General Meeting, Jun 26, 2024.
お知らせ • May 03SOMAR Corporation to Report Q1, 2025 Results on Aug 09, 2024SOMAR Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 9.9% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
分析記事 • Mar 19Is SOMAR (TSE:8152) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Mar 02SOMAR Corporation to Report Fiscal Year 2024 Results on May 15, 2024SOMAR Corporation announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥248 (vs JP¥83.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥248 (up from JP¥83.03 in 3Q 2023). Revenue: JP¥7.08b (up 13% from 3Q 2023). Net income: JP¥481.0m (up 199% from 3Q 2023). Profit margin: 6.8% (up from 2.6% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 23% per year.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,680, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 87% over the past three years.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥183 (vs JP¥109 in 2Q 2023)Second quarter 2024 results: EPS: JP¥183 (up from JP¥109 in 2Q 2023). Revenue: JP¥6.55b (up 4.1% from 2Q 2023). Net income: JP¥355.0m (up 68% from 2Q 2023). Profit margin: 5.4% (up from 3.4% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 27SOMAR Corporation to Report Q3, 2024 Results on Feb 13, 2024SOMAR Corporation announced that they will report Q3, 2024 results on Feb 13, 2024
New Risk • Aug 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% 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 Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥4.42b market cap, or US$30.5m).
Reported Earnings • Aug 14First quarter 2024 earnings released: EPS: JP¥45.38 (vs JP¥93.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥45.38 (down from JP¥93.35 in 1Q 2023). Revenue: JP¥6.49b (up 7.2% from 1Q 2023). Net income: JP¥88.0m (down 51% from 1Q 2023). Profit margin: 1.4% (down from 3.0% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 04SOMAR Corporation to Report Q2, 2024 Results on Nov 10, 2023SOMAR Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • May 19Full year 2023 earnings released: EPS: JP¥315 (vs JP¥358 in FY 2022)Full year 2023 results: EPS: JP¥315 (down from JP¥358 in FY 2022). Revenue: JP¥25.1b (up 10% from FY 2022). Net income: JP¥611.0m (down 12% from FY 2022). Profit margin: 2.4% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% 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 • May 13SOMAR Corporation to Report Q1, 2024 Results on Aug 10, 2023SOMAR Corporation announced that they will report Q1, 2024 results on Aug 10, 2023
Upcoming Dividend • Mar 24Upcoming dividend of JP¥50.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥82.97 (vs JP¥117 in 3Q 2022)Third quarter 2023 results: EPS: JP¥82.97 (down from JP¥117 in 3Q 2022). Revenue: JP¥6.27b (up 7.4% from 3Q 2022). Net income: JP¥161.0m (down 29% from 3Q 2022). Profit margin: 2.6% (down from 3.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥116 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (down from JP¥116 in 2Q 2022). Revenue: JP¥6.29b (up 12% from 2Q 2022). Net income: JP¥212.0m (down 5.8% from 2Q 2022). Profit margin: 3.4% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
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. 5 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Yamazaki Akira was the last director to join the board, commencing their role in 2019. 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 13Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥116 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (down from JP¥116 in 2Q 2022). Revenue: JP¥6.29b (up 12% from 2Q 2022). Net income: JP¥212.0m (down 5.8% from 2Q 2022). Profit margin: 3.4% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 27SOMAR Corporation to Report Q3, 2023 Results on Feb 10, 2023SOMAR Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥93.32 (vs JP¥106 in 1Q 2022)First quarter 2023 results: EPS: JP¥93.32 (down from JP¥106 in 1Q 2022). Revenue: JP¥6.05b (up 8.4% from 1Q 2022). Net income: JP¥181.0m (down 12% from 1Q 2022). Profit margin: 3.0% (down from 3.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29SOMAR Corporation to Report Q2, 2023 Results on Nov 11, 2022SOMAR Corporation announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥358 (vs JP¥141 in FY 2021)Full year 2022 results: EPS: JP¥358 (up from JP¥141 in FY 2021). Revenue: JP¥22.7b (up 17% from FY 2021). Net income: JP¥694.0m (up 154% from FY 2021). Profit margin: 3.1% (up from 1.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 15SOMAR Corporation, Annual General Meeting, Jun 28, 2022SOMAR Corporation, Annual General Meeting, Jun 28, 2022.
お知らせ • May 08SOMAR Corporation to Report Q1, 2023 Results on Aug 05, 2022SOMAR Corporation announced that they will report Q1, 2023 results on Aug 05, 2022
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Full-Time Auditor Yamazaki Akira was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08SOMAR Corporation to Report Fiscal Year 2022 Results on May 13, 2022SOMAR Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.6%).
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥116 (up from JP¥54.12 in 3Q 2021). Revenue: JP¥5.84b (up 15% from 3Q 2021). Net income: JP¥226.0m (up 115% from 3Q 2021). Profit margin: 3.9% (up from 2.1% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥116 (vs JP¥16.50 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.62b (up 27% from 2Q 2021). Net income: JP¥225.0m (up JP¥257.0m from 2Q 2021). Profit margin: 4.0% (up from net loss in 2Q 2021). 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 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥106 (vs JP¥89.69 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥5.58b (up 28% from 1Q 2021). Net income: JP¥205.0m (up 18% from 1Q 2021). Profit margin: 3.7% (down from 4.0% in 1Q 2021). 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 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥141 (vs JP¥90.19 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥19.4b (down 8.2% from FY 2020). Net income: JP¥273.0m (up 56% from FY 2020). Profit margin: 1.4% (up from 0.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).
お知らせ • Mar 04SOMAR Corporation to Report Fiscal Year 2021 Results on May 14, 2021SOMAR Corporation announced that they will report fiscal year 2021 results on May 14, 2021
Is New 90 Day High Low • Feb 17New 90-day high: JP¥1,813The company is up 17% from its price of JP¥1,552 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥54.12 (vs JP¥57.22 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: JP¥5.06b (down 6.6% from 3Q 2020). Net income: JP¥105.0m (down 5.4% from 3Q 2020). Profit margin: 2.1% (up from 2.0% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 49% 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.
Is New 90 Day High Low • Jan 22New 90-day high: JP¥1,755The company is up 8.0% from its price of JP¥1,624 on 23 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period.
Is New 90 Day High Low • Dec 04New 90-day high: JP¥1,753The company is up 3.0% from its price of JP¥1,700 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period.
お知らせ • Aug 02SOMAR Corporation to Report Q2, 2021 Results on Nov 06, 2020SOMAR Corporation announced that they will report Q2, 2021 results on Nov 06, 2020