MarkLines（3901）株式概要マークラインズ株式会社は、その子会社とともに、日本、中国、その他のアジア、北米、欧州、および国際的な自動車産業ポータルを運営しています。 詳細3901 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績3/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より20.4%で取引されている 収益は年間7.53%増加すると予測されています 3.49%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、3901 、リスクは検出されなかった。すべてのリスクチェックを見る3901 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¥1.49k18.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08b2016201920222025202620282031Revenue JP¥7.8bEarnings JP¥2.1bAdvancedSet Fair ValueView all narrativesFeatured narrative•Media opportunityEva Live21 days ago author updated this narrativeCEFair Value from CeazarUS$7.4351.5% 割安 内在価値ディスカウントIs this the AI replacing marketing professionals? Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.Read full narrative2.8kusers have viewed this narrative14users have liked this narrative0users have commented on this narrative64users have followed this narrativeRead narrativeMarkLines Co., Ltd. 競合他社Kamakura ShinshoSymbol: TSE:6184Market cap: JP¥19.7bRAKUMACHIIncSymbol: TSE:6037Market cap: JP¥20.2bAuto ServerSymbol: TSE:5589Market cap: JP¥19.3bOriconSymbol: TSE:4800Market cap: JP¥14.5b価格と性能株価の高値、安値、推移の概要MarkLines過去の株価現在の株価JP¥1,490.0052週高値JP¥2,336.0052週安値JP¥1,461.00ベータ0.611ヶ月の変化-4.49%3ヶ月変化0.54%1年変化-35.08%3年間の変化-35.30%5年間の変化-48.97%IPOからの変化142.67%最新ニュースBuy Or Sell Opportunity • Apr 09Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,561. The fair value is estimated to be JP¥1,959, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.Reported Earnings • Mar 28Full year 2025 earnings released: EPS: JP¥116 (vs JP¥119 in FY 2024)Full year 2025 results: EPS: JP¥116 (down from JP¥119 in FY 2024). Revenue: JP¥5.57b (flat on FY 2024). Net income: JP¥1.52b (down 3.7% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.0% to JP¥1,571. The fair value is estimated to be JP¥1,989, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.分析記事 • Feb 19MarkLines' (TSE:3901) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern MarkLines Co., Ltd.'s ( TSE:3901 ) shareholders over the last week. Our analysis...Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥116 (vs JP¥119 in FY 2024)Full year 2025 results: EPS: JP¥116 (down from JP¥119 in FY 2024). Revenue: JP¥5.57b (flat on FY 2024). Net income: JP¥1.52b (down 3.7% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Feb 12MarkLines Co., Ltd., Annual General Meeting, Mar 24, 2026MarkLines Co., Ltd., Annual General Meeting, Mar 24, 2026.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Apr 09Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,561. The fair value is estimated to be JP¥1,959, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.Reported Earnings • Mar 28Full year 2025 earnings released: EPS: JP¥116 (vs JP¥119 in FY 2024)Full year 2025 results: EPS: JP¥116 (down from JP¥119 in FY 2024). Revenue: JP¥5.57b (flat on FY 2024). Net income: JP¥1.52b (down 3.7% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.0% to JP¥1,571. The fair value is estimated to be JP¥1,989, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.分析記事 • Feb 19MarkLines' (TSE:3901) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern MarkLines Co., Ltd.'s ( TSE:3901 ) shareholders over the last week. Our analysis...Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥116 (vs JP¥119 in FY 2024)Full year 2025 results: EPS: JP¥116 (down from JP¥119 in FY 2024). Revenue: JP¥5.57b (flat on FY 2024). Net income: JP¥1.52b (down 3.7% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Feb 12MarkLines Co., Ltd., Annual General Meeting, Mar 24, 2026MarkLines Co., Ltd., Annual General Meeting, Mar 24, 2026.Buy Or Sell Opportunity • Feb 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,486. The fair value is estimated to be JP¥1,864, 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 12%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.お知らせ • Jan 13MarkLines Co., Ltd. Announces Launch of the MarkLines Gen-AI Beta VersionMarkLines Co., Ltd. announced its launch of the "MarkLines Gen-AI Beta Version," the new feature for B2B users in the automotive industry. This AI-powered feature enables users to ask questions in natural language and instantly receive highly reliable, relevant data drawn from MarkLines' extensive automotive database. Moreover, the system analyzes this information by leveraging the rich content across its platform and delivers clear, concise, text-based insights. By combining trusted data with advanced analytical capabilities through generative AI, this service represents a first-of-its-kind B2B offering in Japan, with only a limited number of comparable examples globally. This feature is available at no additional cost to corporate members of the company's information platform.分析記事 • Dec 26MarkLines (TSE:3901) Will Pay A Larger Dividend Than Last Year At ¥52.00MarkLines Co., Ltd. ( TSE:3901 ) will increase its dividend from last year's comparable payment on the 26th of March to...お知らせ • Dec 26MarkLines Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026MarkLines Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026Upcoming Dividend • Dec 22Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).分析記事 • Nov 17Here's What MarkLines' (TSE:3901) Strong Returns On Capital MeanFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: JP¥25.70 (vs JP¥25.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.70 (down from JP¥25.73 in 3Q 2024). Revenue: JP¥1.23b (up 2.2% from 3Q 2024). Net income: JP¥337.0m (down 1.0% from 3Q 2024). Profit margin: 27% (in line with 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.分析記事 • Sep 18MarkLines' (TSE:3901) Shareholders Will Receive A Bigger Dividend Than Last YearMarkLines Co., Ltd.'s ( TSE:3901 ) dividend will be increasing from last year's payment of the same period to ¥52.00 on...お知らせ • Sep 18MarkLines Co., Ltd. to Report Q3, 2025 Results on Nov 13, 2025MarkLines Co., Ltd. announced that they will report Q3, 2025 results on Nov 13, 2025分析記事 • Aug 09MarkLines (TSE:3901) Will Pay A Larger Dividend Than Last Year At ¥52.00MarkLines Co., Ltd. ( TSE:3901 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Aug 09Dividend of JP¥52.00 announcedShareholders will receive a dividend of JP¥52.00. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: JP¥24.49 (vs JP¥25.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.49 (down from JP¥25.12 in 2Q 2024). Revenue: JP¥1.34b (up 12% from 2Q 2024). Net income: JP¥324.0m (down 2.4% from 2Q 2024). Profit margin: 24% (down from 28% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Aug 08MarkLines Co., Ltd. (TSE:3901) announces an Equity Buyback for 530,000 shares, representing 4.01% for ¥1,000 million.MarkLines Co., Ltd. (TSE:3901) announces a share repurchase program. Under the program, the company will repurchase up to 530,000 shares, representing 4.01% of its issued share capital, for ¥1,000 million. The company will repurchase its own shares with the aim of improving shareholder returns and capital efficiency, taking into consideration the company's stock price trends and financial situation as a whole. The program will expire on November 30, 2025. As of June 30, 2025, the company had 13,228,320 total issued shares (excluding treasury shares) and 480 treasury shares.Buy Or Sell Opportunity • Jul 24Now 21% overvaluedOver the last 90 days, the stock has fallen 13% to JP¥1,982. The fair value is estimated to be JP¥1,635, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.お知らせ • Jun 04MarkLines Co., Ltd. to Report Q2, 2025 Results on Aug 07, 2025MarkLines Co., Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,032, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 24% over the past three years.Reported Earnings • Mar 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥119 (up from JP¥105 in FY 2023). Revenue: JP¥5.56b (up 15% from FY 2023). Net income: JP¥1.58b (up 14% from FY 2023). Profit margin: 28% (in line with FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Mar 27MarkLines Co., Ltd. to Report Q1, 2025 Results on May 14, 2025MarkLines Co., Ltd. announced that they will report Q1, 2025 results on May 14, 2025Reported Earnings • Feb 15Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥119 (up from JP¥105 in FY 2023). Revenue: JP¥5.56b (up 15% from FY 2023). Net income: JP¥1.58b (up 14% from FY 2023). Profit margin: 28% (in line with FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 13MarkLines Co., Ltd., Annual General Meeting, Mar 25, 2025MarkLines Co., Ltd., Annual General Meeting, Mar 25, 2025.New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change).お知らせ • Jan 03MarkLines Co., Ltd. to Report Fiscal Year 2024 Results on Feb 13, 2025MarkLines Co., Ltd. announced that they will report fiscal year 2024 results on Feb 13, 2025Upcoming Dividend • Dec 20Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 27 March 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).New Risk • Dec 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 5.1% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: JP¥25.71 (vs JP¥25.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.71 (up from JP¥25.35 in 3Q 2023). Revenue: JP¥1.21b (up 1.6% from 3Q 2023). Net income: JP¥340.0m (up 1.5% from 3Q 2023). Profit margin: 28% (in line with 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • Nov 14Estimating The Intrinsic Value Of MarkLines Co., Ltd. (TSE:3901)Key Insights MarkLines' estimated fair value is JP¥2,352 based on 2 Stage Free Cash Flow to Equity MarkLines' JP¥2,287...Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,293, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 25% over the past three years.分析記事 • Sep 28MarkLines (TSE:3901) Is Increasing Its Dividend To ¥42.00MarkLines Co., Ltd. ( TSE:3901 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Sep 28MarkLines Co., Ltd. to Report Q3, 2024 Results on Nov 13, 2024MarkLines Co., Ltd. announced that they will report Q3, 2024 results on Nov 13, 2024分析記事 • Sep 04Earnings Tell The Story For MarkLines Co., Ltd. (TSE:3901) As Its Stock Soars 31%MarkLines Co., Ltd. ( TSE:3901 ) shareholders would be excited to see that the share price has had a great month...分析記事 • Aug 23MarkLines (TSE:3901) Is Increasing Its Dividend To ¥42.00MarkLines Co., Ltd.'s ( TSE:3901 ) dividend will be increasing from last year's payment of the same period to ¥42.00 on...分析記事 • Aug 09MarkLines (TSE:3901) Is Increasing Its Dividend To ¥42.00MarkLines Co., Ltd. ( TSE:3901 ) will increase its dividend from last year's comparable payment on the 27th of March to...Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: JP¥25.12 (vs JP¥22.48 in 2Q 2023)Second quarter 2024 results: EPS: JP¥25.12 (up from JP¥22.48 in 2Q 2023). Revenue: JP¥1.20b (up 6.5% from 2Q 2023). Net income: JP¥332.0m (up 12% from 2Q 2023). Profit margin: 28% (up from 26% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 07Dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 27th December 2024 Payment date: 27th March 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥2,370, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 7.8% over the past three years.分析記事 • Jul 17Is There Now An Opportunity In MarkLines Co., Ltd. (TSE:3901)?MarkLines Co., Ltd. ( TSE:3901 ), might not be a large cap stock, but it saw a double-digit share price rise of over...お知らせ • Jun 28MarkLines Co., Ltd. to Report Q2, 2024 Results on Aug 05, 2024MarkLines Co., Ltd. announced that they will report Q2, 2024 results on Aug 05, 2024Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥34.51 (vs JP¥28.30 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.51 (up from JP¥28.30 in 1Q 2023). Revenue: JP¥1.59b (up 25% from 1Q 2023). Net income: JP¥456.0m (up 22% from 1Q 2023). Profit margin: 29% (in line with 1Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. 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 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 30Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: JP¥105 (up from JP¥86.22 in FY 2022). Revenue: JP¥4.85b (up 18% from FY 2022). Net income: JP¥1.38b (up 21% from FY 2022). Profit margin: 28% (in line with FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 27MarkLines Co., Ltd. to Report Q1, 2024 Results on May 08, 2024MarkLines Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024お知らせ • Feb 11MarkLines Co., Ltd., Annual General Meeting, Mar 26, 2024MarkLines Co., Ltd., Annual General Meeting, Mar 26, 2024.Reported Earnings • Feb 10Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: JP¥105 (up from JP¥86.22 in FY 2022). Revenue: JP¥4.85b (up 18% from FY 2022). Net income: JP¥1.38b (up 21% from FY 2022). Profit margin: 28% (in line with FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 29MarkLines Co., Ltd. to Report Fiscal Year 2023 Results on Feb 09, 2024MarkLines Co., Ltd. announced that they will report fiscal year 2023 results on Feb 09, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥34.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: JP¥25.35 (vs JP¥21.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.35 (up from JP¥21.27 in 3Q 2022). Revenue: JP¥1.19b (up 21% from 3Q 2022). Net income: JP¥335.0m (up 19% from 3Q 2022). Profit margin: 28% (in line with 3Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 15MarkLines Co., Ltd. to Report Q3, 2023 Results on Nov 06, 2023MarkLines Co., Ltd. announced that they will report Q3, 2023 results on Nov 06, 2023New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: JP¥22.48 (vs JP¥18.02 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.48 (up from JP¥18.02 in 2Q 2022). Revenue: JP¥1.12b (up 29% from 2Q 2022). Net income: JP¥297.0m (up 25% from 2Q 2022). Profit margin: 26% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 27% 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 • Jun 28MarkLines Co., Ltd. to Report Q2, 2023 Results on Aug 03, 2023MarkLines Co., Ltd. announced that they will report Q2, 2023 results on Aug 03, 2023Reported Earnings • May 09First quarter 2023 earnings released: EPS: JP¥28.30 (vs JP¥23.39 in 1Q 2022)First quarter 2023 results: EPS: JP¥28.30 (up from JP¥23.39 in 1Q 2022). Revenue: JP¥1.28b (up 6.8% from 1Q 2022). Net income: JP¥374.0m (up 21% from 1Q 2022). Profit margin: 29% (up from 26% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥86.22 (vs JP¥67.04 in FY 2021)Full year 2022 results: EPS: JP¥86.22 (up from JP¥67.04 in FY 2021). Revenue: JP¥4.13b (up 18% from FY 2021). Net income: JP¥1.14b (up 29% from FY 2021). Profit margin: 28% (up from 25% 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 26% per year whereas the company’s share price has increased by 22% per year.お知らせ • Feb 11MarkLines Co., Ltd., Annual General Meeting, Mar 28, 2023MarkLines Co., Ltd., Annual General Meeting, Mar 28, 2023.Reported Earnings • Feb 10Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥86.22 (up from JP¥67.04 in FY 2021). Revenue: JP¥4.13b (up 18% from FY 2021). Net income: JP¥1.14b (up 29% from FY 2021). Profit margin: 28% (up from 25% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.2%. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09+ 1 more updateMarkLines Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023MarkLines Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expects to pay the dividend of JPY 34.00 per share against 29.00 per share a year ago.お知らせ • Dec 30MarkLines Co., Ltd. to Report Fiscal Year 2022 Results on Feb 09, 2023MarkLines Co., Ltd. announced that they will report fiscal year 2022 results on Feb 09, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 29 March 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.7%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥21.27 (vs JP¥16.96 in 3Q 2021)Third quarter 2022 results: EPS: JP¥21.27 (up from JP¥16.96 in 3Q 2021). Revenue: JP¥980.0m (up 16% from 3Q 2021). Net income: JP¥281.0m (up 25% from 3Q 2021). Profit margin: 29% (up from 27% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No 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. 5 non-independent directors. Auditor Junichi Hashiguchi was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: JP¥21.27 (vs JP¥16.96 in 3Q 2021)Third quarter 2022 results: EPS: JP¥21.27 (up from JP¥16.96 in 3Q 2021). Revenue: JP¥980.0m (up 16% from 3Q 2021). Net income: JP¥281.0m (up 25% from 3Q 2021). Profit margin: 29% (up from 27% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05+ 1 more updateMarklines Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2022MarkLines Co., Ltd. provided earnings guidance for the fiscal year ending December 31, 2022. For the year, the company expects to report net sales of JPY 4,270 million, operating profit of JPY 1,600 million, profit attributable to owners of parent of JPY 1,120 million and basic earnings per share of JPY 84.78.お知らせ • Sep 28MarkLines Co., Ltd. to Report Q3, 2022 Results on Nov 04, 2022MarkLines Co., Ltd. announced that they will report Q3, 2022 results on Nov 04, 2022Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: JP¥18.02 (vs JP¥13.26 in 2Q 2021)Second quarter 2022 results: EPS: JP¥18.02 (up from JP¥13.26 in 2Q 2021). Revenue: JP¥872.0m (up 22% from 2Q 2021). Net income: JP¥238.0m (up 36% from 2Q 2021). Profit margin: 27% (up from 24% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in Japan. 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 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 05+ 1 more updateMarkLines Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2022MarkLines Co., Ltd. provided year end dividend guidance for the fiscal year ending December 31, 2022. For the period, the company expects to pay dividend of JPY 28.00 per share.お知らせ • Jun 29MarkLines Co., Ltd. to Report Q2, 2022 Results on Aug 04, 2022MarkLines Co., Ltd. announced that they will report Q2, 2022 results on Aug 04, 2022Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥23.39 (up from JP¥16.53 in 1Q 2021). Revenue: JP¥1.19b (up 22% from 1Q 2021). Net income: JP¥309.0m (up 42% from 1Q 2021). Profit margin: 26% (up from 22% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 19%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.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. 5 non-independent directors. Auditor Junichi Hashiguchi was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08MarkLines Co., Ltd. to Report Q1, 2022 Results on May 06, 2022MarkLines Co., Ltd. announced that they will report Q1, 2022 results on May 06, 2022Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥67.07 (up from JP¥47.78 in FY 2020). Revenue: JP¥3.50b (up 31% from FY 2020). Net income: JP¥885.3m (up 41% from FY 2020). Profit margin: 25% (up from 24% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 31%, compared to a 15% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 12Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥67.04 (up from JP¥47.78 in FY 2020). Revenue: JP¥3.50b (up 31% from FY 2020). Net income: JP¥885.0m (up 41% from FY 2020). Profit margin: 25% (up from 24% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 32%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.お知らせ • Feb 11+ 2 more updatesMarkLines Co., Ltd. Announces Dividend for the Year Ended December 31, 2021, Payable on March 29, 2022; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022MarkLines Co., Ltd. announced dividend of JPY 23.00 per share for the year ended December 31, 2021 against JPY 21.00 per share paid for the same period a year ago. Scheduled date of commencing dividend payments is March 29, 2022. The company provided dividend guidance for the fiscal year ending December 31, 2022. For the year, the company expects dividend of JPY 28.00 per share.Upcoming Dividend • Dec 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.1%).Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS JP¥16.96 (vs JP¥11.30 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥842.0m (up 28% from 3Q 2020). Net income: JP¥224.0m (up 50% from 3Q 2020). Profit margin: 27% (up from 23% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS JP¥14.91 (vs JP¥12.44 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: JP¥848.2m (up 43% from 2Q 2020). Net income: JP¥196.7m (up 20% from 2Q 2020). Profit margin: 23% (down from 28% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.お知らせ • May 08+ 1 more updateMarklines Co., Ltd. Forecasts Dividend Guidance for the Full Year Ending December 31, 2021MarkLines Co., Ltd. forecasted dividend guidance of JPY 21.00 for the full year ending December 31, 2021.Reported Earnings • May 08First quarter 2021 earnings released: EPS JP¥16.53 (vs JP¥8.57 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥979.0m (up 37% from 1Q 2020). Net income: JP¥218.0m (up 93% from 1Q 2020). Profit margin: 22% (up from 16% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,000, the stock trades at a trailing P/E ratio of 62.8x. Average trailing P/E is 45x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 93% over the past three years.Reported Earnings • Apr 01Full year 2020 earnings released: EPS JP¥47.78 (vs JP¥46.46 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: JP¥2.66b (up 12% from FY 2019). Net income: JP¥630.0m (up 3.1% from FY 2019). Profit margin: 24% (down from 26% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.お知らせ • Mar 21MarkLines Co., Ltd. to Report Q1, 2021 Results on May 06, 2021MarkLines Co., Ltd. announced that they will report Q1, 2021 results on May 06, 2021Is New 90 Day High Low • Feb 22New 90-day low: JP¥2,400The company is down 1.0% from its price of JP¥2,420 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 4.0% over the same period.Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥47.78 (vs JP¥46.46 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: JP¥2.66b (up 12% from FY 2019). Net income: JP¥630.0m (up 3.1% from FY 2019). Profit margin: 24% (down from 26% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 25MarkLines Co., Ltd. to Report Fiscal Year 2020 Results on Feb 12, 2021MarkLines Co., Ltd. announced that they will report fiscal year 2020 results on Feb 12, 2021Upcoming Dividend • Dec 22Upcoming Dividend of JP¥21.00 Per ShareWill be paid on the 27th of March to those who are registered shareholders by the 29th of December. The trailing yield of 0.8% is below the top quartile of Japanese dividend payers (3.0%), and is lower than industry peers (1.6%).Is New 90 Day High Low • Dec 01New 90-day high: JP¥2,731The company is up 21% from its price of JP¥2,263 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 2.0% over the same period.お知らせ • Oct 01MarkLines Co., Ltd. to Report Q3, 2020 Results on Nov 04, 2020MarkLines Co., Ltd. announced that they will report Q3, 2020 results on Nov 04, 2020株主還元3901JP Interactive Media and ServicesJP 市場7D1.1%5.1%2.9%1Y-35.1%-12.5%39.4%株主還元を見る業界別リターン: 3901過去 1 年間で-12.5 % の収益を上げたJP Interactive Media and Services業界を下回りました。リターン対市場: 3901は、過去 1 年間で39.4 % のリターンを上げたJP市場を下回りました。価格変動Is 3901's price volatile compared to industry and market?3901 volatility3901 Average Weekly Movement4.0%Interactive Media and Services Industry Average Movement5.9%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.4%安定した株価: 3901 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3901の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2001195Makoto Sakaiwww.marklines.comマークラインズ株式会社は、その子会社とともに、日本、中国、その他のアジア、北米、欧州、および国際的な自動車産業ポータルを運営している。同社の情報プラットフォームは、販売、生産、モデルチェンジ、技術、車両分解データと分析、部品サプライヤー情報、その他の独自情報を含むオンライン情報サービスを日本語、英語、中国語で提供している。また、情報プラットフォーム会員向けに、「LINES」の名称で製品情報、プロモーションメール、バナー広告などのB2Bプロモーション・広告サービスを提供している。このほか、コンサルティング、車両分解計測、人材紹介、市場予測情報販売、車両・部品調達代行、分解調査活動なども行っている。部品サプライヤーの営業・マーケティング部門や、企業の自動車OEM開発・購買部門にサービスを提供している。マークラインズ株式会社は2001年に設立され、港区に本社を置いている。もっと見るMarkLines Co., Ltd. 基礎のまとめMarkLines の収益と売上を時価総額と比較するとどうか。3901 基礎統計学時価総額JP¥18.99b収益（TTM）JP¥1.52b売上高(TTM)JP¥5.57b12.5xPER（株価収益率3.4xP/Sレシオ3901 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3901 損益計算書（TTM）収益JP¥5.57b売上原価JP¥1.87b売上総利益JP¥3.70bその他の費用JP¥2.18b収益JP¥1.52b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）119.17グロス・マージン66.45%純利益率27.27%有利子負債／自己資本比率0%3901 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3.5%現在の配当利回り45%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 14:50終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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MarkLines Co., Ltd. 1 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。3 アナリスト機関null nullDaiwa Securities Co. Ltd.Teruo IsozakiIchiyoshi Research Institute Inc.null nullStorm Research Limited
Featured narrative•Media opportunityEva Live21 days ago author updated this narrativeCEFair Value from CeazarUS$7.4351.5% 割安 内在価値ディスカウントIs this the AI replacing marketing professionals? Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.Read full narrative2.8kusers have viewed this narrative14users have liked this narrative0users have commented on this narrative64users have followed this narrativeRead narrative
Buy Or Sell Opportunity • Apr 09Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,561. The fair value is estimated to be JP¥1,959, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
Reported Earnings • Mar 28Full year 2025 earnings released: EPS: JP¥116 (vs JP¥119 in FY 2024)Full year 2025 results: EPS: JP¥116 (down from JP¥119 in FY 2024). Revenue: JP¥5.57b (flat on FY 2024). Net income: JP¥1.52b (down 3.7% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.0% to JP¥1,571. The fair value is estimated to be JP¥1,989, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
分析記事 • Feb 19MarkLines' (TSE:3901) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern MarkLines Co., Ltd.'s ( TSE:3901 ) shareholders over the last week. Our analysis...
Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥116 (vs JP¥119 in FY 2024)Full year 2025 results: EPS: JP¥116 (down from JP¥119 in FY 2024). Revenue: JP¥5.57b (flat on FY 2024). Net income: JP¥1.52b (down 3.7% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12MarkLines Co., Ltd., Annual General Meeting, Mar 24, 2026MarkLines Co., Ltd., Annual General Meeting, Mar 24, 2026.
Buy Or Sell Opportunity • Apr 09Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,561. The fair value is estimated to be JP¥1,959, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
Reported Earnings • Mar 28Full year 2025 earnings released: EPS: JP¥116 (vs JP¥119 in FY 2024)Full year 2025 results: EPS: JP¥116 (down from JP¥119 in FY 2024). Revenue: JP¥5.57b (flat on FY 2024). Net income: JP¥1.52b (down 3.7% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.0% to JP¥1,571. The fair value is estimated to be JP¥1,989, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
分析記事 • Feb 19MarkLines' (TSE:3901) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern MarkLines Co., Ltd.'s ( TSE:3901 ) shareholders over the last week. Our analysis...
Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥116 (vs JP¥119 in FY 2024)Full year 2025 results: EPS: JP¥116 (down from JP¥119 in FY 2024). Revenue: JP¥5.57b (flat on FY 2024). Net income: JP¥1.52b (down 3.7% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12MarkLines Co., Ltd., Annual General Meeting, Mar 24, 2026MarkLines Co., Ltd., Annual General Meeting, Mar 24, 2026.
Buy Or Sell Opportunity • Feb 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,486. The fair value is estimated to be JP¥1,864, 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 12%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
お知らせ • Jan 13MarkLines Co., Ltd. Announces Launch of the MarkLines Gen-AI Beta VersionMarkLines Co., Ltd. announced its launch of the "MarkLines Gen-AI Beta Version," the new feature for B2B users in the automotive industry. This AI-powered feature enables users to ask questions in natural language and instantly receive highly reliable, relevant data drawn from MarkLines' extensive automotive database. Moreover, the system analyzes this information by leveraging the rich content across its platform and delivers clear, concise, text-based insights. By combining trusted data with advanced analytical capabilities through generative AI, this service represents a first-of-its-kind B2B offering in Japan, with only a limited number of comparable examples globally. This feature is available at no additional cost to corporate members of the company's information platform.
分析記事 • Dec 26MarkLines (TSE:3901) Will Pay A Larger Dividend Than Last Year At ¥52.00MarkLines Co., Ltd. ( TSE:3901 ) will increase its dividend from last year's comparable payment on the 26th of March to...
お知らせ • Dec 26MarkLines Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026MarkLines Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026
Upcoming Dividend • Dec 22Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).
分析記事 • Nov 17Here's What MarkLines' (TSE:3901) Strong Returns On Capital MeanFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: JP¥25.70 (vs JP¥25.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.70 (down from JP¥25.73 in 3Q 2024). Revenue: JP¥1.23b (up 2.2% from 3Q 2024). Net income: JP¥337.0m (down 1.0% from 3Q 2024). Profit margin: 27% (in line with 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
分析記事 • Sep 18MarkLines' (TSE:3901) Shareholders Will Receive A Bigger Dividend Than Last YearMarkLines Co., Ltd.'s ( TSE:3901 ) dividend will be increasing from last year's payment of the same period to ¥52.00 on...
お知らせ • Sep 18MarkLines Co., Ltd. to Report Q3, 2025 Results on Nov 13, 2025MarkLines Co., Ltd. announced that they will report Q3, 2025 results on Nov 13, 2025
分析記事 • Aug 09MarkLines (TSE:3901) Will Pay A Larger Dividend Than Last Year At ¥52.00MarkLines Co., Ltd. ( TSE:3901 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Aug 09Dividend of JP¥52.00 announcedShareholders will receive a dividend of JP¥52.00. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: JP¥24.49 (vs JP¥25.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.49 (down from JP¥25.12 in 2Q 2024). Revenue: JP¥1.34b (up 12% from 2Q 2024). Net income: JP¥324.0m (down 2.4% from 2Q 2024). Profit margin: 24% (down from 28% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08MarkLines Co., Ltd. (TSE:3901) announces an Equity Buyback for 530,000 shares, representing 4.01% for ¥1,000 million.MarkLines Co., Ltd. (TSE:3901) announces a share repurchase program. Under the program, the company will repurchase up to 530,000 shares, representing 4.01% of its issued share capital, for ¥1,000 million. The company will repurchase its own shares with the aim of improving shareholder returns and capital efficiency, taking into consideration the company's stock price trends and financial situation as a whole. The program will expire on November 30, 2025. As of June 30, 2025, the company had 13,228,320 total issued shares (excluding treasury shares) and 480 treasury shares.
Buy Or Sell Opportunity • Jul 24Now 21% overvaluedOver the last 90 days, the stock has fallen 13% to JP¥1,982. The fair value is estimated to be JP¥1,635, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
お知らせ • Jun 04MarkLines Co., Ltd. to Report Q2, 2025 Results on Aug 07, 2025MarkLines Co., Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,032, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 24% over the past three years.
Reported Earnings • Mar 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥119 (up from JP¥105 in FY 2023). Revenue: JP¥5.56b (up 15% from FY 2023). Net income: JP¥1.58b (up 14% from FY 2023). Profit margin: 28% (in line with FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Mar 27MarkLines Co., Ltd. to Report Q1, 2025 Results on May 14, 2025MarkLines Co., Ltd. announced that they will report Q1, 2025 results on May 14, 2025
Reported Earnings • Feb 15Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥119 (up from JP¥105 in FY 2023). Revenue: JP¥5.56b (up 15% from FY 2023). Net income: JP¥1.58b (up 14% from FY 2023). Profit margin: 28% (in line with FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 13MarkLines Co., Ltd., Annual General Meeting, Mar 25, 2025MarkLines Co., Ltd., Annual General Meeting, Mar 25, 2025.
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change).
お知らせ • Jan 03MarkLines Co., Ltd. to Report Fiscal Year 2024 Results on Feb 13, 2025MarkLines Co., Ltd. announced that they will report fiscal year 2024 results on Feb 13, 2025
Upcoming Dividend • Dec 20Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 27 March 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
New Risk • Dec 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 5.1% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: JP¥25.71 (vs JP¥25.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.71 (up from JP¥25.35 in 3Q 2023). Revenue: JP¥1.21b (up 1.6% from 3Q 2023). Net income: JP¥340.0m (up 1.5% from 3Q 2023). Profit margin: 28% (in line with 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • Nov 14Estimating The Intrinsic Value Of MarkLines Co., Ltd. (TSE:3901)Key Insights MarkLines' estimated fair value is JP¥2,352 based on 2 Stage Free Cash Flow to Equity MarkLines' JP¥2,287...
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,293, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 25% over the past three years.
分析記事 • Sep 28MarkLines (TSE:3901) Is Increasing Its Dividend To ¥42.00MarkLines Co., Ltd. ( TSE:3901 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Sep 28MarkLines Co., Ltd. to Report Q3, 2024 Results on Nov 13, 2024MarkLines Co., Ltd. announced that they will report Q3, 2024 results on Nov 13, 2024
分析記事 • Sep 04Earnings Tell The Story For MarkLines Co., Ltd. (TSE:3901) As Its Stock Soars 31%MarkLines Co., Ltd. ( TSE:3901 ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Aug 23MarkLines (TSE:3901) Is Increasing Its Dividend To ¥42.00MarkLines Co., Ltd.'s ( TSE:3901 ) dividend will be increasing from last year's payment of the same period to ¥42.00 on...
分析記事 • Aug 09MarkLines (TSE:3901) Is Increasing Its Dividend To ¥42.00MarkLines Co., Ltd. ( TSE:3901 ) will increase its dividend from last year's comparable payment on the 27th of March to...
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: JP¥25.12 (vs JP¥22.48 in 2Q 2023)Second quarter 2024 results: EPS: JP¥25.12 (up from JP¥22.48 in 2Q 2023). Revenue: JP¥1.20b (up 6.5% from 2Q 2023). Net income: JP¥332.0m (up 12% from 2Q 2023). Profit margin: 28% (up from 26% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 07Dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 27th December 2024 Payment date: 27th March 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥2,370, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 7.8% over the past three years.
分析記事 • Jul 17Is There Now An Opportunity In MarkLines Co., Ltd. (TSE:3901)?MarkLines Co., Ltd. ( TSE:3901 ), might not be a large cap stock, but it saw a double-digit share price rise of over...
お知らせ • Jun 28MarkLines Co., Ltd. to Report Q2, 2024 Results on Aug 05, 2024MarkLines Co., Ltd. announced that they will report Q2, 2024 results on Aug 05, 2024
Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥34.51 (vs JP¥28.30 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.51 (up from JP¥28.30 in 1Q 2023). Revenue: JP¥1.59b (up 25% from 1Q 2023). Net income: JP¥456.0m (up 22% from 1Q 2023). Profit margin: 29% (in line with 1Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. 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 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 30Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: JP¥105 (up from JP¥86.22 in FY 2022). Revenue: JP¥4.85b (up 18% from FY 2022). Net income: JP¥1.38b (up 21% from FY 2022). Profit margin: 28% (in line with FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 27MarkLines Co., Ltd. to Report Q1, 2024 Results on May 08, 2024MarkLines Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • Feb 11MarkLines Co., Ltd., Annual General Meeting, Mar 26, 2024MarkLines Co., Ltd., Annual General Meeting, Mar 26, 2024.
Reported Earnings • Feb 10Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: JP¥105 (up from JP¥86.22 in FY 2022). Revenue: JP¥4.85b (up 18% from FY 2022). Net income: JP¥1.38b (up 21% from FY 2022). Profit margin: 28% (in line with FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 29MarkLines Co., Ltd. to Report Fiscal Year 2023 Results on Feb 09, 2024MarkLines Co., Ltd. announced that they will report fiscal year 2023 results on Feb 09, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥34.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).
Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: JP¥25.35 (vs JP¥21.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.35 (up from JP¥21.27 in 3Q 2022). Revenue: JP¥1.19b (up 21% from 3Q 2022). Net income: JP¥335.0m (up 19% from 3Q 2022). Profit margin: 28% (in line with 3Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 15MarkLines Co., Ltd. to Report Q3, 2023 Results on Nov 06, 2023MarkLines Co., Ltd. announced that they will report Q3, 2023 results on Nov 06, 2023
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: JP¥22.48 (vs JP¥18.02 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.48 (up from JP¥18.02 in 2Q 2022). Revenue: JP¥1.12b (up 29% from 2Q 2022). Net income: JP¥297.0m (up 25% from 2Q 2022). Profit margin: 26% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 27% 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 • Jun 28MarkLines Co., Ltd. to Report Q2, 2023 Results on Aug 03, 2023MarkLines Co., Ltd. announced that they will report Q2, 2023 results on Aug 03, 2023
Reported Earnings • May 09First quarter 2023 earnings released: EPS: JP¥28.30 (vs JP¥23.39 in 1Q 2022)First quarter 2023 results: EPS: JP¥28.30 (up from JP¥23.39 in 1Q 2022). Revenue: JP¥1.28b (up 6.8% from 1Q 2022). Net income: JP¥374.0m (up 21% from 1Q 2022). Profit margin: 29% (up from 26% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥86.22 (vs JP¥67.04 in FY 2021)Full year 2022 results: EPS: JP¥86.22 (up from JP¥67.04 in FY 2021). Revenue: JP¥4.13b (up 18% from FY 2021). Net income: JP¥1.14b (up 29% from FY 2021). Profit margin: 28% (up from 25% 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 26% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Feb 11MarkLines Co., Ltd., Annual General Meeting, Mar 28, 2023MarkLines Co., Ltd., Annual General Meeting, Mar 28, 2023.
Reported Earnings • Feb 10Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥86.22 (up from JP¥67.04 in FY 2021). Revenue: JP¥4.13b (up 18% from FY 2021). Net income: JP¥1.14b (up 29% from FY 2021). Profit margin: 28% (up from 25% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.2%. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09+ 1 more updateMarkLines Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023MarkLines Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expects to pay the dividend of JPY 34.00 per share against 29.00 per share a year ago.
お知らせ • Dec 30MarkLines Co., Ltd. to Report Fiscal Year 2022 Results on Feb 09, 2023MarkLines Co., Ltd. announced that they will report fiscal year 2022 results on Feb 09, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 29 March 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.7%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥21.27 (vs JP¥16.96 in 3Q 2021)Third quarter 2022 results: EPS: JP¥21.27 (up from JP¥16.96 in 3Q 2021). Revenue: JP¥980.0m (up 16% from 3Q 2021). Net income: JP¥281.0m (up 25% from 3Q 2021). Profit margin: 29% (up from 27% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No 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. 5 non-independent directors. Auditor Junichi Hashiguchi was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: JP¥21.27 (vs JP¥16.96 in 3Q 2021)Third quarter 2022 results: EPS: JP¥21.27 (up from JP¥16.96 in 3Q 2021). Revenue: JP¥980.0m (up 16% from 3Q 2021). Net income: JP¥281.0m (up 25% from 3Q 2021). Profit margin: 29% (up from 27% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05+ 1 more updateMarklines Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2022MarkLines Co., Ltd. provided earnings guidance for the fiscal year ending December 31, 2022. For the year, the company expects to report net sales of JPY 4,270 million, operating profit of JPY 1,600 million, profit attributable to owners of parent of JPY 1,120 million and basic earnings per share of JPY 84.78.
お知らせ • Sep 28MarkLines Co., Ltd. to Report Q3, 2022 Results on Nov 04, 2022MarkLines Co., Ltd. announced that they will report Q3, 2022 results on Nov 04, 2022
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: JP¥18.02 (vs JP¥13.26 in 2Q 2021)Second quarter 2022 results: EPS: JP¥18.02 (up from JP¥13.26 in 2Q 2021). Revenue: JP¥872.0m (up 22% from 2Q 2021). Net income: JP¥238.0m (up 36% from 2Q 2021). Profit margin: 27% (up from 24% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in Japan. 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 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 05+ 1 more updateMarkLines Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2022MarkLines Co., Ltd. provided year end dividend guidance for the fiscal year ending December 31, 2022. For the period, the company expects to pay dividend of JPY 28.00 per share.
お知らせ • Jun 29MarkLines Co., Ltd. to Report Q2, 2022 Results on Aug 04, 2022MarkLines Co., Ltd. announced that they will report Q2, 2022 results on Aug 04, 2022
Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥23.39 (up from JP¥16.53 in 1Q 2021). Revenue: JP¥1.19b (up 22% from 1Q 2021). Net income: JP¥309.0m (up 42% from 1Q 2021). Profit margin: 26% (up from 22% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 19%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
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. 5 non-independent directors. Auditor Junichi Hashiguchi was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08MarkLines Co., Ltd. to Report Q1, 2022 Results on May 06, 2022MarkLines Co., Ltd. announced that they will report Q1, 2022 results on May 06, 2022
Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥67.07 (up from JP¥47.78 in FY 2020). Revenue: JP¥3.50b (up 31% from FY 2020). Net income: JP¥885.3m (up 41% from FY 2020). Profit margin: 25% (up from 24% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 31%, compared to a 15% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 12Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥67.04 (up from JP¥47.78 in FY 2020). Revenue: JP¥3.50b (up 31% from FY 2020). Net income: JP¥885.0m (up 41% from FY 2020). Profit margin: 25% (up from 24% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 32%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Feb 11+ 2 more updatesMarkLines Co., Ltd. Announces Dividend for the Year Ended December 31, 2021, Payable on March 29, 2022; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022MarkLines Co., Ltd. announced dividend of JPY 23.00 per share for the year ended December 31, 2021 against JPY 21.00 per share paid for the same period a year ago. Scheduled date of commencing dividend payments is March 29, 2022. The company provided dividend guidance for the fiscal year ending December 31, 2022. For the year, the company expects dividend of JPY 28.00 per share.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.1%).
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS JP¥16.96 (vs JP¥11.30 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥842.0m (up 28% from 3Q 2020). Net income: JP¥224.0m (up 50% from 3Q 2020). Profit margin: 27% (up from 23% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS JP¥14.91 (vs JP¥12.44 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: JP¥848.2m (up 43% from 2Q 2020). Net income: JP¥196.7m (up 20% from 2Q 2020). Profit margin: 23% (down from 28% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
お知らせ • May 08+ 1 more updateMarklines Co., Ltd. Forecasts Dividend Guidance for the Full Year Ending December 31, 2021MarkLines Co., Ltd. forecasted dividend guidance of JPY 21.00 for the full year ending December 31, 2021.
Reported Earnings • May 08First quarter 2021 earnings released: EPS JP¥16.53 (vs JP¥8.57 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥979.0m (up 37% from 1Q 2020). Net income: JP¥218.0m (up 93% from 1Q 2020). Profit margin: 22% (up from 16% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,000, the stock trades at a trailing P/E ratio of 62.8x. Average trailing P/E is 45x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 93% over the past three years.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS JP¥47.78 (vs JP¥46.46 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: JP¥2.66b (up 12% from FY 2019). Net income: JP¥630.0m (up 3.1% from FY 2019). Profit margin: 24% (down from 26% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Mar 21MarkLines Co., Ltd. to Report Q1, 2021 Results on May 06, 2021MarkLines Co., Ltd. announced that they will report Q1, 2021 results on May 06, 2021
Is New 90 Day High Low • Feb 22New 90-day low: JP¥2,400The company is down 1.0% from its price of JP¥2,420 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 4.0% over the same period.
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥47.78 (vs JP¥46.46 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: JP¥2.66b (up 12% from FY 2019). Net income: JP¥630.0m (up 3.1% from FY 2019). Profit margin: 24% (down from 26% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 25MarkLines Co., Ltd. to Report Fiscal Year 2020 Results on Feb 12, 2021MarkLines Co., Ltd. announced that they will report fiscal year 2020 results on Feb 12, 2021
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥21.00 Per ShareWill be paid on the 27th of March to those who are registered shareholders by the 29th of December. The trailing yield of 0.8% is below the top quartile of Japanese dividend payers (3.0%), and is lower than industry peers (1.6%).
Is New 90 Day High Low • Dec 01New 90-day high: JP¥2,731The company is up 21% from its price of JP¥2,263 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 2.0% over the same period.
お知らせ • Oct 01MarkLines Co., Ltd. to Report Q3, 2020 Results on Nov 04, 2020MarkLines Co., Ltd. announced that they will report Q3, 2020 results on Nov 04, 2020
