View Future GrowthMaterial Group 過去の業績過去 基準チェック /36Material Groupは、平均年間16.9%の収益成長を遂げていますが、 Media業界の収益は、年間 成長しています。収益は、平均年間7.1% 35.8%収益成長率で 成長しています。 Material Groupの自己資本利益率は28.6%であり、純利益率は8.2%です。主要情報16.89%収益成長率16.07%EPS成長率Media 業界の成長9.30%収益成長率35.76%株主資本利益率28.65%ネット・マージン8.16%次回の業績アップデート14 Jul 2026最近の業績更新お知らせ • May 09Material Group Inc. to Report Q3, 2026 Results on Jul 14, 2026Material Group Inc. announced that they will report Q3, 2026 results on Jul 14, 2026Reported Earnings • Apr 15Second quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥8.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.65 (up from JP¥8.89 in 2Q 2025). Revenue: JP¥2.23b (up 60% from 2Q 2025). Net income: JP¥207.0m (up 138% from 2Q 2025). Profit margin: 9.3% (up from 6.3% in 2Q 2025). The increase in margin was driven by higher revenue.お知らせ • Apr 03Material Group Inc. to Report Q2, 2026 Results on Apr 14, 2026Material Group Inc. announced that they will report Q2, 2026 results on Apr 14, 2026Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥19.52 (vs JP¥15.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.52 (up from JP¥15.51 in 1Q 2025). Revenue: JP¥2.17b (up 32% from 1Q 2025). Net income: JP¥188.0m (up 25% from 1Q 2025). Profit margin: 8.7% (down from 9.2% in 1Q 2025). The decrease in margin was driven by higher expenses.お知らせ • Nov 27Material Group Inc. to Report Q1, 2026 Results on Jan 14, 2026Material Group Inc. announced that they will report Q1, 2026 results on Jan 14, 2026分析記事 • Oct 28Material Group's (TSE:156A) Soft Earnings Don't Show The Whole PictureMaterial Group Inc.'s ( TSE:156A ) earnings announcement last week didn't impress shareholders. Despite the soft profit...すべての更新を表示Recent updatesお知らせ • May 09Material Group Inc. to Report Q3, 2026 Results on Jul 14, 2026Material Group Inc. announced that they will report Q3, 2026 results on Jul 14, 2026Reported Earnings • Apr 15Second quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥8.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.65 (up from JP¥8.89 in 2Q 2025). Revenue: JP¥2.23b (up 60% from 2Q 2025). Net income: JP¥207.0m (up 138% from 2Q 2025). Profit margin: 9.3% (up from 6.3% in 2Q 2025). The increase in margin was driven by higher revenue.お知らせ • Apr 03Material Group Inc. to Report Q2, 2026 Results on Apr 14, 2026Material Group Inc. announced that they will report Q2, 2026 results on Apr 14, 2026Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥800, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 18% over the past year.New Risk • Feb 04New 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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (7.4% net profit margin). Market cap is less than US$100m (JP¥8.30b market cap, or US$52.9m).Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥19.52 (vs JP¥15.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.52 (up from JP¥15.51 in 1Q 2025). Revenue: JP¥2.17b (up 32% from 1Q 2025). Net income: JP¥188.0m (up 25% from 1Q 2025). Profit margin: 8.7% (down from 9.2% in 1Q 2025). The decrease in margin was driven by higher expenses.お知らせ • Nov 27Material Group Inc. to Report Q1, 2026 Results on Jan 14, 2026Material Group Inc. announced that they will report Q1, 2026 results on Jan 14, 2026Buy Or Sell Opportunity • Nov 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to JP¥667. The fair value is estimated to be JP¥841, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%.Buy Or Sell Opportunity • Oct 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥668. The fair value is estimated to be JP¥842, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%.分析記事 • Oct 28Material Group's (TSE:156A) Soft Earnings Don't Show The Whole PictureMaterial Group Inc.'s ( TSE:156A ) earnings announcement last week didn't impress shareholders. Despite the soft profit...分析記事 • Oct 18Market Still Lacking Some Conviction On Material Group Inc. (TSE:156A)With a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...Reported Earnings • Oct 15Full year 2025 earnings released: EPS: JP¥48.22 (vs JP¥73.04 in FY 2024)Full year 2025 results: EPS: JP¥48.22 (down from JP¥73.04 in FY 2024). Revenue: JP¥6.29b (up 19% from FY 2024). Net income: JP¥468.0m (down 34% from FY 2024). Profit margin: 7.4% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses.お知らせ • Oct 14Material Group Inc., Annual General Meeting, Nov 27, 2025Material Group Inc., Annual General Meeting, Nov 27, 2025.お知らせ • Aug 23Material Group Inc. (TSE:156A) agreed to acquire Social media marketing, digital transformation support, video school business from TLPC Inc. for ¥1.9 billion.Material Group Inc. (TSE:156A) agreed to acquire Social media marketing, digital transformation support, video school business from TLPC Inc. for ¥1.9 billion on August 22, 2025. A cash consideration of ¥1.89 billion will be paid by Material Group Inc. The acquisition funds are planned to be borrowed from financial institutions. The expected completion of the transaction is September 30, 2025.Upcoming Dividend • Aug 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Aug 07Material Group Inc. to Report Fiscal Year 2025 Results on Oct 14, 2025Material Group Inc. announced that they will report fiscal year 2025 results on Oct 14, 2025お知らせ • Jul 22Material Group Inc. (TSE:156A) signed a memorandum of understanding to acquire 51% stake in Bridge, Inc. from Matsumoto Yusuke and Kadoya Rie.Material Group Inc. (TSE:156A) signed a memorandum of understanding to acquire 51% stake in Bridge, Inc. from Matsumoto Yusuke and Kadoya Rie on July 22, 2025. The expected completion of the transaction is Late August 2025.New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (JP¥7.19b market cap, or US$48.5m).Reported Earnings • Jul 16Third quarter 2025 earnings released: EPS: JP¥17.98 (vs JP¥29.75 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.98 (down from JP¥29.75 in 3Q 2024). Revenue: JP¥1.68b (up 35% from 3Q 2024). Net income: JP¥175.0m (down 37% from 3Q 2024). Profit margin: 10% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses.分析記事 • Apr 21Material Group's (TSE:156A) Earnings Offer More Than Meets The EyeDespite posting healthy earnings, Material Group Inc.'s ( TSE:156A ) stock has been quite weak. Along with the solid...お知らせ • Apr 17Material Group Inc. (TSE:156A) announces an Equity Buyback for 400,000 shares, representing 4.05% for ¥260 million.Material Group Inc. (TSE:156A) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 4.04% of its issued share capital, for ¥260 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and to enhance shareholder returns. The program is valid till August 23, 2024. As of February 28, 2025, the company had 9,877,197 shares (excluding treasury stock) and 65,753 shares in treasury.Reported Earnings • Apr 15Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: JP¥8.89. Net income: JP¥87.0m (up JP¥87.0m from 2Q 2024).New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risk Market cap is less than US$100m (JP¥5.43b market cap, or US$37.2m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥558, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 42% over the past year.お知らせ • Feb 03+ 1 more updateMaterial Group Inc. to Report Q3, 2025 Results on Jul 14, 2025Material Group Inc. announced that they will report Q3, 2025 results on Jul 14, 2025Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥677, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 16x in the Media industry in Japan.Reported Earnings • Jan 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: JP¥15.51. Net income: JP¥151.0m (up JP¥151.0m from 1Q 2024).Board Change • Dec 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Masaki Nakata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥73.04 (up from JP¥44.47 in FY 2023). Revenue: JP¥5.28b (up 13% from FY 2023). Net income: JP¥709.0m (up 62% from FY 2023). Profit margin: 13% (up from 9.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Media industry in Japan.お知らせ • Nov 27Material Group Inc. to Report Q1, 2025 Results on Jan 14, 2025Material Group Inc. announced that they will report Q1, 2025 results on Jan 14, 2025分析記事 • Oct 18We Think Material Group's (TSE:156A) Profit Is Only A Baseline For What They Can AchieveMaterial Group Inc. ( TSE:156A ) just reported healthy earnings but the stock price didn't move much. Investors are...Reported Earnings • Oct 17Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥73.04 (up from JP¥44.47 in FY 2023). Revenue: JP¥5.28b (up 13% from FY 2023). Net income: JP¥709.0m (up 62% from FY 2023). Profit margin: 13% (up from 9.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Media industry in Japan.お知らせ • Oct 12Material Group Inc., Annual General Meeting, Nov 27, 2024Material Group Inc., Annual General Meeting, Nov 27, 2024.New Risk • Sep 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Share price has been volatile over the past 3 months (9.7% average weekly change). Market cap is less than US$100m (JP¥8.06b market cap, or US$56.6m).お知らせ • Aug 27Material Group Inc. to Report Fiscal Year 2024 Results on Oct 11, 2024Material Group Inc. announced that they will report fiscal year 2024 results on Oct 11, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥767, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Media industry in Japan.お知らせ • Jul 13Material Group Inc. (TSE:156A) announces an Equity Buyback for 200,000 shares, representing 2.02% for ¥236 million.Material Group Inc. (TSE:156A) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 2.02% of its issued share capital, for ¥ 236 million. The purpose of the program is to repurchase shares to serve as substitute treasury stock to be issued when stock acquisition rights are exercised. The program is valid till August 23, 2024. As of June 30, 2024, the company had 9,877,197 shares (excluding treasury stock) and 0 shares in treasury.お知らせ • May 30Material Group Inc. to Report Q3, 2024 Results on Jul 12, 2024Material Group Inc. announced that they will report Q3, 2024 results on Jul 12, 2024収支内訳Material Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:156A 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費28 Feb 267,6586253,479030 Nov 256,8195053,246031 Aug 256,2884683,013031 May 255,9536902,872028 Feb 255,6416722,711030 Nov 245,6377352,572031 Aug 245,2817092,383031 Aug 234,6554372,121031 Aug 224,1772082,0890質の高い収益: 156Aは 高品質の収益 を持っています。利益率の向上: 156Aの現在の純利益率 (8.2%)は、昨年(11.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 156Aの収益は過去 5 年間で年間16.9%増加しました。成長の加速: 156Aは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 156Aは過去 1 年間で収益成長率がマイナス ( -7% ) となったため、 Media業界平均 ( 28.7% ) と比較することが困難です。株主資本利益率高いROE: 156Aの 自己資本利益率 ( 28.6% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 16:26終値2026/05/22 00:00収益2026/02/28年間収益2025/08/31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Material Group 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
お知らせ • May 09Material Group Inc. to Report Q3, 2026 Results on Jul 14, 2026Material Group Inc. announced that they will report Q3, 2026 results on Jul 14, 2026
Reported Earnings • Apr 15Second quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥8.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.65 (up from JP¥8.89 in 2Q 2025). Revenue: JP¥2.23b (up 60% from 2Q 2025). Net income: JP¥207.0m (up 138% from 2Q 2025). Profit margin: 9.3% (up from 6.3% in 2Q 2025). The increase in margin was driven by higher revenue.
お知らせ • Apr 03Material Group Inc. to Report Q2, 2026 Results on Apr 14, 2026Material Group Inc. announced that they will report Q2, 2026 results on Apr 14, 2026
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥19.52 (vs JP¥15.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.52 (up from JP¥15.51 in 1Q 2025). Revenue: JP¥2.17b (up 32% from 1Q 2025). Net income: JP¥188.0m (up 25% from 1Q 2025). Profit margin: 8.7% (down from 9.2% in 1Q 2025). The decrease in margin was driven by higher expenses.
お知らせ • Nov 27Material Group Inc. to Report Q1, 2026 Results on Jan 14, 2026Material Group Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
分析記事 • Oct 28Material Group's (TSE:156A) Soft Earnings Don't Show The Whole PictureMaterial Group Inc.'s ( TSE:156A ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
お知らせ • May 09Material Group Inc. to Report Q3, 2026 Results on Jul 14, 2026Material Group Inc. announced that they will report Q3, 2026 results on Jul 14, 2026
Reported Earnings • Apr 15Second quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥8.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.65 (up from JP¥8.89 in 2Q 2025). Revenue: JP¥2.23b (up 60% from 2Q 2025). Net income: JP¥207.0m (up 138% from 2Q 2025). Profit margin: 9.3% (up from 6.3% in 2Q 2025). The increase in margin was driven by higher revenue.
お知らせ • Apr 03Material Group Inc. to Report Q2, 2026 Results on Apr 14, 2026Material Group Inc. announced that they will report Q2, 2026 results on Apr 14, 2026
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥800, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 18% over the past year.
New Risk • Feb 04New 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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (7.4% net profit margin). Market cap is less than US$100m (JP¥8.30b market cap, or US$52.9m).
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥19.52 (vs JP¥15.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.52 (up from JP¥15.51 in 1Q 2025). Revenue: JP¥2.17b (up 32% from 1Q 2025). Net income: JP¥188.0m (up 25% from 1Q 2025). Profit margin: 8.7% (down from 9.2% in 1Q 2025). The decrease in margin was driven by higher expenses.
お知らせ • Nov 27Material Group Inc. to Report Q1, 2026 Results on Jan 14, 2026Material Group Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
Buy Or Sell Opportunity • Nov 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to JP¥667. The fair value is estimated to be JP¥841, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%.
Buy Or Sell Opportunity • Oct 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥668. The fair value is estimated to be JP¥842, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%.
分析記事 • Oct 28Material Group's (TSE:156A) Soft Earnings Don't Show The Whole PictureMaterial Group Inc.'s ( TSE:156A ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
分析記事 • Oct 18Market Still Lacking Some Conviction On Material Group Inc. (TSE:156A)With a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...
Reported Earnings • Oct 15Full year 2025 earnings released: EPS: JP¥48.22 (vs JP¥73.04 in FY 2024)Full year 2025 results: EPS: JP¥48.22 (down from JP¥73.04 in FY 2024). Revenue: JP¥6.29b (up 19% from FY 2024). Net income: JP¥468.0m (down 34% from FY 2024). Profit margin: 7.4% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses.
お知らせ • Oct 14Material Group Inc., Annual General Meeting, Nov 27, 2025Material Group Inc., Annual General Meeting, Nov 27, 2025.
お知らせ • Aug 23Material Group Inc. (TSE:156A) agreed to acquire Social media marketing, digital transformation support, video school business from TLPC Inc. for ¥1.9 billion.Material Group Inc. (TSE:156A) agreed to acquire Social media marketing, digital transformation support, video school business from TLPC Inc. for ¥1.9 billion on August 22, 2025. A cash consideration of ¥1.89 billion will be paid by Material Group Inc. The acquisition funds are planned to be borrowed from financial institutions. The expected completion of the transaction is September 30, 2025.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Aug 07Material Group Inc. to Report Fiscal Year 2025 Results on Oct 14, 2025Material Group Inc. announced that they will report fiscal year 2025 results on Oct 14, 2025
お知らせ • Jul 22Material Group Inc. (TSE:156A) signed a memorandum of understanding to acquire 51% stake in Bridge, Inc. from Matsumoto Yusuke and Kadoya Rie.Material Group Inc. (TSE:156A) signed a memorandum of understanding to acquire 51% stake in Bridge, Inc. from Matsumoto Yusuke and Kadoya Rie on July 22, 2025. The expected completion of the transaction is Late August 2025.
New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (JP¥7.19b market cap, or US$48.5m).
Reported Earnings • Jul 16Third quarter 2025 earnings released: EPS: JP¥17.98 (vs JP¥29.75 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.98 (down from JP¥29.75 in 3Q 2024). Revenue: JP¥1.68b (up 35% from 3Q 2024). Net income: JP¥175.0m (down 37% from 3Q 2024). Profit margin: 10% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses.
分析記事 • Apr 21Material Group's (TSE:156A) Earnings Offer More Than Meets The EyeDespite posting healthy earnings, Material Group Inc.'s ( TSE:156A ) stock has been quite weak. Along with the solid...
お知らせ • Apr 17Material Group Inc. (TSE:156A) announces an Equity Buyback for 400,000 shares, representing 4.05% for ¥260 million.Material Group Inc. (TSE:156A) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 4.04% of its issued share capital, for ¥260 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and to enhance shareholder returns. The program is valid till August 23, 2024. As of February 28, 2025, the company had 9,877,197 shares (excluding treasury stock) and 65,753 shares in treasury.
Reported Earnings • Apr 15Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: JP¥8.89. Net income: JP¥87.0m (up JP¥87.0m from 2Q 2024).
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risk Market cap is less than US$100m (JP¥5.43b market cap, or US$37.2m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥558, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 42% over the past year.
お知らせ • Feb 03+ 1 more updateMaterial Group Inc. to Report Q3, 2025 Results on Jul 14, 2025Material Group Inc. announced that they will report Q3, 2025 results on Jul 14, 2025
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥677, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 16x in the Media industry in Japan.
Reported Earnings • Jan 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: JP¥15.51. Net income: JP¥151.0m (up JP¥151.0m from 1Q 2024).
Board Change • Dec 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Masaki Nakata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥73.04 (up from JP¥44.47 in FY 2023). Revenue: JP¥5.28b (up 13% from FY 2023). Net income: JP¥709.0m (up 62% from FY 2023). Profit margin: 13% (up from 9.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Media industry in Japan.
お知らせ • Nov 27Material Group Inc. to Report Q1, 2025 Results on Jan 14, 2025Material Group Inc. announced that they will report Q1, 2025 results on Jan 14, 2025
分析記事 • Oct 18We Think Material Group's (TSE:156A) Profit Is Only A Baseline For What They Can AchieveMaterial Group Inc. ( TSE:156A ) just reported healthy earnings but the stock price didn't move much. Investors are...
Reported Earnings • Oct 17Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥73.04 (up from JP¥44.47 in FY 2023). Revenue: JP¥5.28b (up 13% from FY 2023). Net income: JP¥709.0m (up 62% from FY 2023). Profit margin: 13% (up from 9.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Media industry in Japan.
お知らせ • Oct 12Material Group Inc., Annual General Meeting, Nov 27, 2024Material Group Inc., Annual General Meeting, Nov 27, 2024.
New Risk • Sep 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Share price has been volatile over the past 3 months (9.7% average weekly change). Market cap is less than US$100m (JP¥8.06b market cap, or US$56.6m).
お知らせ • Aug 27Material Group Inc. to Report Fiscal Year 2024 Results on Oct 11, 2024Material Group Inc. announced that they will report fiscal year 2024 results on Oct 11, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥767, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Media industry in Japan.
お知らせ • Jul 13Material Group Inc. (TSE:156A) announces an Equity Buyback for 200,000 shares, representing 2.02% for ¥236 million.Material Group Inc. (TSE:156A) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 2.02% of its issued share capital, for ¥ 236 million. The purpose of the program is to repurchase shares to serve as substitute treasury stock to be issued when stock acquisition rights are exercised. The program is valid till August 23, 2024. As of June 30, 2024, the company had 9,877,197 shares (excluding treasury stock) and 0 shares in treasury.
お知らせ • May 30Material Group Inc. to Report Q3, 2024 Results on Jul 12, 2024Material Group Inc. announced that they will report Q3, 2024 results on Jul 12, 2024