Insight(2172)株式概要株式会社インサイトは、日本の不動産業界向けにセールスプロモーションやマーケティングプランを提供しています。 詳細2172 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績2/6財務の健全性4/6配当金4/6報酬株価収益率( 12.2 x) JP市場( 13.7 x)を下回っています。リスク分析意味のある時価総額がありません ( ¥645M )利益率(2.1%)は昨年より低い(4.2%) 2.24%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る2172 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥402.009.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-49m3b2016201920222025202620282031Revenue JP¥2.9bEarnings JP¥62.8mAdvancedSet Fair ValueView all narrativesInsight Inc. 競合他社ShunbinLtdSymbol: TSE:203AMarket cap: JP¥400.0mDIGITALIFTSymbol: TSE:9244Market cap: JP¥1.6bBranding TechnologySymbol: TSE:7067Market cap: JP¥1.5bAlphaSymbol: TSE:4760Market cap: JP¥1.3b価格と性能株価の高値、安値、推移の概要Insight過去の株価現在の株価JP¥402.0052週高値JP¥450.0052週安値JP¥360.00ベータ0.231ヶ月の変化3.08%3ヶ月変化-3.13%1年変化8.94%3年間の変化2.55%5年間の変化10.14%IPOからの変化67.04%最新ニュースBoard Change • 12hLess than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Shun Nakatsuji was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • 12hThird quarter 2026 earnings released: EPS: JP¥28.66 (vs JP¥14.95 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.66 (up from JP¥14.95 in 3Q 2025). Revenue: JP¥718.0m (down 6.4% from 3Q 2025). Net income: JP¥46.0m (up 92% from 3Q 2025). Profit margin: 6.4% (up from 3.1% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Sep 12Insight Inc., Annual General Meeting, Sep 25, 2025Insight Inc., Annual General Meeting, Sep 25, 2025, at 11:00 Tokyo Standard Time. Location: 1-14 minami 1-jo nishi 5-chome, chuo-ku, securities member corporation, sapporo stock exchange, 2nd floor main conference room, sapporo, JapanBoard Change • May 01Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (4 non-independent directors). Chairman & CEO Hajime Asai is the most experienced director on the board, commencing their role in 1990. Independent Outside Director Shun Nakatsuji was the last independent 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: Minority of independent directors. Lack of experienced directors.Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥76.01 (vs JP¥66.67 in FY 2023)Full year 2024 results: EPS: JP¥76.01 (up from JP¥66.67 in FY 2023). Revenue: JP¥2.52b (down 8.2% from FY 2023). Net income: JP¥122.0m (up 14% from FY 2023). Profit margin: 4.8% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.40 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.3%).最新情報をもっと見るRecent updatesBoard Change • 12hLess than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Shun Nakatsuji was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • 12hThird quarter 2026 earnings released: EPS: JP¥28.66 (vs JP¥14.95 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.66 (up from JP¥14.95 in 3Q 2025). Revenue: JP¥718.0m (down 6.4% from 3Q 2025). Net income: JP¥46.0m (up 92% from 3Q 2025). Profit margin: 6.4% (up from 3.1% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Sep 12Insight Inc., Annual General Meeting, Sep 25, 2025Insight Inc., Annual General Meeting, Sep 25, 2025, at 11:00 Tokyo Standard Time. Location: 1-14 minami 1-jo nishi 5-chome, chuo-ku, securities member corporation, sapporo stock exchange, 2nd floor main conference room, sapporo, JapanBoard Change • May 01Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (4 non-independent directors). Chairman & CEO Hajime Asai is the most experienced director on the board, commencing their role in 1990. Independent Outside Director Shun Nakatsuji was the last independent 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: Minority of independent directors. Lack of experienced directors.Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥76.01 (vs JP¥66.67 in FY 2023)Full year 2024 results: EPS: JP¥76.01 (up from JP¥66.67 in FY 2023). Revenue: JP¥2.52b (down 8.2% from FY 2023). Net income: JP¥122.0m (up 14% from FY 2023). Profit margin: 4.8% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.40 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.3%).お知らせ • Jun 01Tokan Oriens Co., Ltd acquired 45% stake in Tamakawa Mirai Factory Co., Ltd. from Insight Inc. (SPSE:2172).Tokan Oriens Co., Ltd acquired 45% stake in Tamakawa Mirai Factory Co., Ltd. from Insight Inc. (SPSE:2172) on May 31, 2024. Prior to the transaction, Tokan Oriens Co., Ltd held 15%. As part of the acquisition of, Tokan Oriens acquired 225 common shares and holds 60% stake in Tamakawa Mirai. Tamakawa Mirai reported net assets of -¥2.38 million, total assets of ¥9.8 million, sales of ¥32 million, operating loss of ¥8.5 million and net loss of ¥3.8 million for FY2023.Tokan Oriens Co., Ltd completed the acquisition of 45% stake in Tamakawa Mirai Factory Co., Ltd. from Insight Inc. (SPSE:2172) on May 31, 2024.Reported Earnings • May 19Third quarter 2024 earnings released: EPS: JP¥16.20 (vs JP¥21.81 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.20 (down from JP¥21.81 in 3Q 2023). Revenue: JP¥691.0m (down 7.0% from 3Q 2023). Net income: JP¥26.0m (down 26% from 3Q 2023). Profit margin: 3.8% (down from 4.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 60% 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 • May 02Kentaro Nakamura completed the acquisition of Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172)Kentaro Nakamura signed basic stock transfer agreement to acquire Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172) on April 11, 2024. As of June 30, 2023, Fuwari Co.,Ltd reported net assets of -¥41.1 million, total assets of ¥160 million, sales of approximately ¥300 million, and operating income of -¥3.1 million. Definitive agreement is expected to be signed on April 26, 2024, and the deal is expected to be completed on April 30, 2024. Kentaro Nakamura completed the acquisition of Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172) on April 30, 2024.お知らせ • Apr 12Kentaro Nakamura signed basic stock transfer agreement to acquire Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172).Kentaro Nakamura signed basic stock transfer agreement to acquire Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172) on April 11, 2024. As of June 30, 2023, Fuwari Co.,Ltd reported net assets of -¥41.1 million, total assets of ¥160 million, sales of approximately ¥300 million, and operating income of -¥3.1 million. Definitive agreement is expected to be signed on April 26, 2024, and the deal is expected to be completed on April 30, 2024.New Risk • Feb 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.5% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (JP¥613.1m market cap, or US$4.08m). Minor Risk Profit margins are more than 30% lower than last year (3.5% net profit margin).Reported Earnings • Nov 19First quarter 2024 earnings released: EPS: JP¥28.66 (vs JP¥22.43 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.66 (up from JP¥22.43 in 1Q 2023). Revenue: JP¥677.0m (down 9.4% from 1Q 2023). Net income: JP¥46.0m (up 28% from 1Q 2023). Profit margin: 6.8% (up from 4.8% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$10m (JP¥629.2m market cap, or US$4.20m).Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥66.67 (vs JP¥42.37 in FY 2022)Full year 2023 results: EPS: JP¥66.67 (up from JP¥42.37 in FY 2022). Revenue: JP¥2.75b (up 18% from FY 2022). Net income: JP¥107.0m (up 57% from FY 2022). Profit margin: 3.9% (up from 2.9% in FY 2022). 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 fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥471, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 20% over the past three years.Upcoming Dividend • Jun 23Upcoming dividend of JP¥8.40 per share at 1.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.4%).Reported Earnings • May 17Third quarter 2023 earnings released: EPS: JP¥21.81 (vs JP¥41.12 in 3Q 2022)Third quarter 2023 results: EPS: JP¥21.81 (down from JP¥41.12 in 3Q 2022). Revenue: JP¥211.0m (down 74% from 3Q 2022). Net income: JP¥35.0m (down 47% from 3Q 2022). Profit margin: 17% (up from 8.0% in 3Q 2022). The increase in margin was driven by lower expenses. 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 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥395, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 36% over the past three years.Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: JP¥52.34 (vs JP¥36.14 in 2Q 2022)Second quarter 2023 results: EPS: JP¥52.34 (up from JP¥36.14 in 2Q 2022). Revenue: JP¥1.10b (up 54% from 2Q 2022). Net income: JP¥84.0m (up 45% from 2Q 2022). Profit margin: 7.7% (down from 8.1% 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 68% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥408, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 5.8% over the past three years.Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥22.43 (vs JP¥22.43 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥22.43 (up from JP¥22.43 loss in 1Q 2022). Revenue: JP¥937.0m (up 71% from 1Q 2022). Net income: JP¥36.0m (up JP¥72.0m from 1Q 2022). Profit margin: 3.8% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.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. 1 experienced director. 5 highly experienced directors. No independent directors (3 non-independent directors). External Auditor Nobuya Sato was the last director to join the board, commencing their role in 2012. 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 • Aug 12Full year 2022 earnings released: EPS: JP¥42.37 (vs JP¥19.32 loss in FY 2021)Full year 2022 results: EPS: JP¥42.37 (up from JP¥19.32 loss in FY 2021). Revenue: JP¥2.63b (up 34% from FY 2021). Net income: JP¥68.0m (up JP¥99.0m from FY 2021). Profit margin: 2.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 16Third quarter 2022 earnings released: EPS: JP¥41.12 (vs JP¥18.69 in 3Q 2021)Third quarter 2022 results: EPS: JP¥41.12 (up from JP¥18.69 in 3Q 2021). Revenue: JP¥825.0m (up 41% from 3Q 2021). Net income: JP¥66.0m (up 120% from 3Q 2021). Profit margin: 8.0% (up from 5.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as 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. 1 experienced director. 5 highly experienced directors. No independent directors (3 non-independent directors). External Auditor Nobuya Sato was the last director to join the board, commencing their role in 2012. 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 • Feb 20Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥36.14 (up from JP¥1.25 in 2Q 2021). Revenue: JP¥714.0m (up 62% from 2Q 2021). Net income: JP¥58.0m (up JP¥56.0m from 2Q 2021). Profit margin: 8.1% (up from 0.5% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 15First quarter 2022 earnings released: JP¥22.43 loss per share (vs JP¥31.78 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥549.0m (up 20% from 1Q 2021). Net loss: JP¥36.0m (loss narrowed 29% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Reported Earnings • Oct 05Full year 2021 earnings released: JP¥19.32 loss per share (vs JP¥8.10 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.97b (down 16% from FY 2020). Net loss: JP¥31.0m (down 339% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 13Full year 2021 earnings released: JP¥19.32 loss per share (vs JP¥8.10 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.97b (down 16% from FY 2020). Net loss: JP¥31.0m (down 339% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Reported Earnings • May 18Third quarter 2021 earnings released: EPS JP¥18.69 (vs JP¥26.79 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥584.0m (down 21% from 3Q 2020). Net income: JP¥30.0m (down 30% from 3Q 2020). Profit margin: 5.1% (down from 5.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • Apr 12Is Insight (SPSE:2172) Using Debt Sensibly?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 19Does Insight Inc. (SPSE:2172) Have A Place In Your Dividend Portfolio?Dividend paying stocks like Insight Inc. ( SPSE:2172 ) tend to be popular with investors, and for good reason - some...Reported Earnings • Feb 11Second quarter 2021 earnings released: EPS JP¥1.25 (vs JP¥1.87 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥440.0m (down 21% from 2Q 2020). Net income: JP¥2.00m (down 33% from 2Q 2020). Profit margin: 0.5% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.分析記事 • Dec 28Is Insight (SPSE:2172) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Is New 90 Day High Low • Dec 09New 90-day low: JP¥404The company is down 18% from its price of JP¥490 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 12% over the same period.Reported Earnings • Nov 15First quarter 2021 earnings released: JP¥31.78 loss per shareThe company reported a poor first quarter result with increased losses and weaker revenues and control over expenses. First quarter 2021 results: Revenue: JP¥458.0m (down 24% from 1Q 2020). Net loss: JP¥51.0m (loss widened JP¥48.0m from 1Q 2020). 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 17% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 13New 90-day low: JP¥451The company is down 30% from its price of JP¥647 on 14 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 8.0% over the same period.Reported Earnings • Oct 03Full year earnings released - EPS JP¥8.10Over the last 12 months the company has reported total profits of JP¥13.0m, down 71% from the prior year. Total revenue was JP¥2.33b over the last 12 months, up 5.8% from the prior year. Profit margins were 0.6%, which is lower than the 2.0% margin from last year. The decrease in margin was driven by higher expenses.株主還元2172JP MediaJP 市場7D2.3%-0.06%-3.1%1Y8.9%5.9%38.2%株主還元を見る業界別リターン: 2172過去 1 年間で5.9 % の収益を上げたJP Media業界を上回りました。リターン対市場: 2172は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。価格変動Is 2172's price volatile compared to industry and market?2172 volatility2172 Average Weekly Movementn/aMedia Industry Average Movement5.0%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: データは利用できません。時間の経過による変動: 過去 1 年間の2172のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO(最高経営責任者ウェブサイト197571Hajime Asaiwww.ppi.jp株式会社インサイトは、日本の不動産業界向けにセールスプロモーションやマーケティングプランを提供している。また、エンターテインメント、IT、サービス業界向けの広告・統合プロモーションの提供、広告・統合プロモーションの流通・小売、地方自治体・公共団体向けのイベントPR企画、マーケティング・リサーチの運営、情報誌の発行、市場調査分析、顧客満足度調査、広告効果測定サービスの提供も行っている。同社は1975年に設立され、札幌に本社を置いている。もっと見るInsight Inc. 基礎のまとめInsight の収益と売上を時価総額と比較するとどうか。2172 基礎統計学時価総額JP¥645.21m収益(TTM)JP¥53.00m売上高(TTM)JP¥2.48b12.2xPER(株価収益率0.3xP/Sレシオ2172 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計2172 損益計算書(TTM)収益JP¥2.48b売上原価JP¥1.79b売上総利益JP¥694.00mその他の費用JP¥641.00m収益JP¥53.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)33.02グロス・マージン28.00%純利益率2.14%有利子負債/自己資本比率11.5%2172 の長期的なパフォーマンスは?過去の実績と比較を見る配当金2.2%現在の配当利回り25%配当性向2172 配当は確実ですか?2172 配当履歴とベンチマークを見る2172 、いつまでに購入すれば配当金を受け取れますか?Insight 配当日配当落ち日Jun 29 2026配当支払日Sep 28 2026配当落ちまでの日数39 days配当支払日までの日数130 days2172 配当は確実ですか?2172 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/20 05:11終値2026/05/20 00:00収益2026/03/31年間収益2025/06/30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Insight Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Board Change • 12hLess than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Shun Nakatsuji was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • 12hThird quarter 2026 earnings released: EPS: JP¥28.66 (vs JP¥14.95 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.66 (up from JP¥14.95 in 3Q 2025). Revenue: JP¥718.0m (down 6.4% from 3Q 2025). Net income: JP¥46.0m (up 92% from 3Q 2025). Profit margin: 6.4% (up from 3.1% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Sep 12Insight Inc., Annual General Meeting, Sep 25, 2025Insight Inc., Annual General Meeting, Sep 25, 2025, at 11:00 Tokyo Standard Time. Location: 1-14 minami 1-jo nishi 5-chome, chuo-ku, securities member corporation, sapporo stock exchange, 2nd floor main conference room, sapporo, Japan
Board Change • May 01Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (4 non-independent directors). Chairman & CEO Hajime Asai is the most experienced director on the board, commencing their role in 1990. Independent Outside Director Shun Nakatsuji was the last independent 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: Minority of independent directors. Lack of experienced directors.
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥76.01 (vs JP¥66.67 in FY 2023)Full year 2024 results: EPS: JP¥76.01 (up from JP¥66.67 in FY 2023). Revenue: JP¥2.52b (down 8.2% from FY 2023). Net income: JP¥122.0m (up 14% from FY 2023). Profit margin: 4.8% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.40 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.3%).
Board Change • 12hLess than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Shun Nakatsuji was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • 12hThird quarter 2026 earnings released: EPS: JP¥28.66 (vs JP¥14.95 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.66 (up from JP¥14.95 in 3Q 2025). Revenue: JP¥718.0m (down 6.4% from 3Q 2025). Net income: JP¥46.0m (up 92% from 3Q 2025). Profit margin: 6.4% (up from 3.1% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Sep 12Insight Inc., Annual General Meeting, Sep 25, 2025Insight Inc., Annual General Meeting, Sep 25, 2025, at 11:00 Tokyo Standard Time. Location: 1-14 minami 1-jo nishi 5-chome, chuo-ku, securities member corporation, sapporo stock exchange, 2nd floor main conference room, sapporo, Japan
Board Change • May 01Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (4 non-independent directors). Chairman & CEO Hajime Asai is the most experienced director on the board, commencing their role in 1990. Independent Outside Director Shun Nakatsuji was the last independent 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: Minority of independent directors. Lack of experienced directors.
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥76.01 (vs JP¥66.67 in FY 2023)Full year 2024 results: EPS: JP¥76.01 (up from JP¥66.67 in FY 2023). Revenue: JP¥2.52b (down 8.2% from FY 2023). Net income: JP¥122.0m (up 14% from FY 2023). Profit margin: 4.8% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.40 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.3%).
お知らせ • Jun 01Tokan Oriens Co., Ltd acquired 45% stake in Tamakawa Mirai Factory Co., Ltd. from Insight Inc. (SPSE:2172).Tokan Oriens Co., Ltd acquired 45% stake in Tamakawa Mirai Factory Co., Ltd. from Insight Inc. (SPSE:2172) on May 31, 2024. Prior to the transaction, Tokan Oriens Co., Ltd held 15%. As part of the acquisition of, Tokan Oriens acquired 225 common shares and holds 60% stake in Tamakawa Mirai. Tamakawa Mirai reported net assets of -¥2.38 million, total assets of ¥9.8 million, sales of ¥32 million, operating loss of ¥8.5 million and net loss of ¥3.8 million for FY2023.Tokan Oriens Co., Ltd completed the acquisition of 45% stake in Tamakawa Mirai Factory Co., Ltd. from Insight Inc. (SPSE:2172) on May 31, 2024.
Reported Earnings • May 19Third quarter 2024 earnings released: EPS: JP¥16.20 (vs JP¥21.81 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.20 (down from JP¥21.81 in 3Q 2023). Revenue: JP¥691.0m (down 7.0% from 3Q 2023). Net income: JP¥26.0m (down 26% from 3Q 2023). Profit margin: 3.8% (down from 4.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 60% 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 • May 02Kentaro Nakamura completed the acquisition of Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172)Kentaro Nakamura signed basic stock transfer agreement to acquire Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172) on April 11, 2024. As of June 30, 2023, Fuwari Co.,Ltd reported net assets of -¥41.1 million, total assets of ¥160 million, sales of approximately ¥300 million, and operating income of -¥3.1 million. Definitive agreement is expected to be signed on April 26, 2024, and the deal is expected to be completed on April 30, 2024. Kentaro Nakamura completed the acquisition of Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172) on April 30, 2024.
お知らせ • Apr 12Kentaro Nakamura signed basic stock transfer agreement to acquire Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172).Kentaro Nakamura signed basic stock transfer agreement to acquire Fuwari Co.,Ltd. from Insight Inc. (SPSE:2172) on April 11, 2024. As of June 30, 2023, Fuwari Co.,Ltd reported net assets of -¥41.1 million, total assets of ¥160 million, sales of approximately ¥300 million, and operating income of -¥3.1 million. Definitive agreement is expected to be signed on April 26, 2024, and the deal is expected to be completed on April 30, 2024.
New Risk • Feb 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.5% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (JP¥613.1m market cap, or US$4.08m). Minor Risk Profit margins are more than 30% lower than last year (3.5% net profit margin).
Reported Earnings • Nov 19First quarter 2024 earnings released: EPS: JP¥28.66 (vs JP¥22.43 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.66 (up from JP¥22.43 in 1Q 2023). Revenue: JP¥677.0m (down 9.4% from 1Q 2023). Net income: JP¥46.0m (up 28% from 1Q 2023). Profit margin: 6.8% (up from 4.8% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$10m (JP¥629.2m market cap, or US$4.20m).
Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥66.67 (vs JP¥42.37 in FY 2022)Full year 2023 results: EPS: JP¥66.67 (up from JP¥42.37 in FY 2022). Revenue: JP¥2.75b (up 18% from FY 2022). Net income: JP¥107.0m (up 57% from FY 2022). Profit margin: 3.9% (up from 2.9% in FY 2022). 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 fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥471, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 20% over the past three years.
Upcoming Dividend • Jun 23Upcoming dividend of JP¥8.40 per share at 1.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.4%).
Reported Earnings • May 17Third quarter 2023 earnings released: EPS: JP¥21.81 (vs JP¥41.12 in 3Q 2022)Third quarter 2023 results: EPS: JP¥21.81 (down from JP¥41.12 in 3Q 2022). Revenue: JP¥211.0m (down 74% from 3Q 2022). Net income: JP¥35.0m (down 47% from 3Q 2022). Profit margin: 17% (up from 8.0% in 3Q 2022). The increase in margin was driven by lower expenses. 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 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥395, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 36% over the past three years.
Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: JP¥52.34 (vs JP¥36.14 in 2Q 2022)Second quarter 2023 results: EPS: JP¥52.34 (up from JP¥36.14 in 2Q 2022). Revenue: JP¥1.10b (up 54% from 2Q 2022). Net income: JP¥84.0m (up 45% from 2Q 2022). Profit margin: 7.7% (down from 8.1% 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 68% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥408, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 5.8% over the past three years.
Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥22.43 (vs JP¥22.43 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥22.43 (up from JP¥22.43 loss in 1Q 2022). Revenue: JP¥937.0m (up 71% from 1Q 2022). Net income: JP¥36.0m (up JP¥72.0m from 1Q 2022). Profit margin: 3.8% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
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. 1 experienced director. 5 highly experienced directors. No independent directors (3 non-independent directors). External Auditor Nobuya Sato was the last director to join the board, commencing their role in 2012. 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 • Aug 12Full year 2022 earnings released: EPS: JP¥42.37 (vs JP¥19.32 loss in FY 2021)Full year 2022 results: EPS: JP¥42.37 (up from JP¥19.32 loss in FY 2021). Revenue: JP¥2.63b (up 34% from FY 2021). Net income: JP¥68.0m (up JP¥99.0m from FY 2021). Profit margin: 2.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 16Third quarter 2022 earnings released: EPS: JP¥41.12 (vs JP¥18.69 in 3Q 2021)Third quarter 2022 results: EPS: JP¥41.12 (up from JP¥18.69 in 3Q 2021). Revenue: JP¥825.0m (up 41% from 3Q 2021). Net income: JP¥66.0m (up 120% from 3Q 2021). Profit margin: 8.0% (up from 5.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as 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. 1 experienced director. 5 highly experienced directors. No independent directors (3 non-independent directors). External Auditor Nobuya Sato was the last director to join the board, commencing their role in 2012. 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 • Feb 20Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥36.14 (up from JP¥1.25 in 2Q 2021). Revenue: JP¥714.0m (up 62% from 2Q 2021). Net income: JP¥58.0m (up JP¥56.0m from 2Q 2021). Profit margin: 8.1% (up from 0.5% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 15First quarter 2022 earnings released: JP¥22.43 loss per share (vs JP¥31.78 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥549.0m (up 20% from 1Q 2021). Net loss: JP¥36.0m (loss narrowed 29% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Reported Earnings • Oct 05Full year 2021 earnings released: JP¥19.32 loss per share (vs JP¥8.10 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.97b (down 16% from FY 2020). Net loss: JP¥31.0m (down 339% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 13Full year 2021 earnings released: JP¥19.32 loss per share (vs JP¥8.10 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.97b (down 16% from FY 2020). Net loss: JP¥31.0m (down 339% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 18Third quarter 2021 earnings released: EPS JP¥18.69 (vs JP¥26.79 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥584.0m (down 21% from 3Q 2020). Net income: JP¥30.0m (down 30% from 3Q 2020). Profit margin: 5.1% (down from 5.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • Apr 12Is Insight (SPSE:2172) Using Debt Sensibly?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 19Does Insight Inc. (SPSE:2172) Have A Place In Your Dividend Portfolio?Dividend paying stocks like Insight Inc. ( SPSE:2172 ) tend to be popular with investors, and for good reason - some...
Reported Earnings • Feb 11Second quarter 2021 earnings released: EPS JP¥1.25 (vs JP¥1.87 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥440.0m (down 21% from 2Q 2020). Net income: JP¥2.00m (down 33% from 2Q 2020). Profit margin: 0.5% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
分析記事 • Dec 28Is Insight (SPSE:2172) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Is New 90 Day High Low • Dec 09New 90-day low: JP¥404The company is down 18% from its price of JP¥490 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 12% over the same period.
Reported Earnings • Nov 15First quarter 2021 earnings released: JP¥31.78 loss per shareThe company reported a poor first quarter result with increased losses and weaker revenues and control over expenses. First quarter 2021 results: Revenue: JP¥458.0m (down 24% from 1Q 2020). Net loss: JP¥51.0m (loss widened JP¥48.0m from 1Q 2020). 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 17% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 13New 90-day low: JP¥451The company is down 30% from its price of JP¥647 on 14 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 8.0% over the same period.
Reported Earnings • Oct 03Full year earnings released - EPS JP¥8.10Over the last 12 months the company has reported total profits of JP¥13.0m, down 71% from the prior year. Total revenue was JP¥2.33b over the last 12 months, up 5.8% from the prior year. Profit margins were 0.6%, which is lower than the 2.0% margin from last year. The decrease in margin was driven by higher expenses.