View Valuationgumi 将来の成長Future 基準チェック /06現在、 gumiの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Entertainment 収益成長5.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 28gumi Inc. to Report Q1, 2027 Results on Sep 11, 2026gumi Inc. announced that they will report Q1, 2027 results on Sep 11, 2026分析記事 • Jun 19gumi's (TSE:3903) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite gumi Inc.'s ( TSE:3903 ) most recent earnings report having soft headline numbers, its stock has had a positive...New Risk • Jun 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (16% net profit margin). Market cap is less than US$100m (JP¥13.6b market cap, or US$85.1m).Reported Earnings • Jun 15Full year 2026 earnings released: EPS: JP¥28.44 (vs JP¥43.50 in FY 2025)Full year 2026 results: EPS: JP¥28.44 (down from JP¥43.50 in FY 2025). Revenue: JP¥9.18b (up 2.7% from FY 2025). Net income: JP¥1.45b (down 30% from FY 2025). Profit margin: 16% (down from 23% in FY 2025). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Jun 12gumi Inc., Annual General Meeting, Jul 30, 2026gumi Inc., Annual General Meeting, Jul 30, 2026.New Risk • May 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.7b market cap, or US$98.6m).Reported Earnings • Mar 14Third quarter 2026 earnings released: EPS: JP¥9.58 (vs JP¥18.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.58 (down from JP¥18.30 in 3Q 2025). Revenue: JP¥2.98b (up 56% from 3Q 2025). Net income: JP¥496.0m (down 45% from 3Q 2025). Profit margin: 17% (down from 47% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Reported Earnings • Dec 16Second quarter 2026 earnings released: EPS: JP¥2.08 (vs JP¥15.48 in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.08 (down from JP¥15.48 in 2Q 2025). Revenue: JP¥2.50b (down 5.7% from 2Q 2025). Net income: JP¥103.1m (down 87% from 2Q 2025). Profit margin: 4.1% (down from 29% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Oct 21gumi Inc. announced that it has received ¥5.719435 billion in funding from SBI Securities Co., Ltd.On October 20, 2025, gumi Inc. closed the transaction.お知らせ • Oct 07gumi Inc. to Report Q2, 2026 Results on Dec 12, 2025gumi Inc. announced that they will report Q2, 2026 results on Dec 12, 2025分析記事 • Oct 02gumi Inc.'s (TSE:3903) Price Is Out Of Tune With RevenuesWhen you see that almost half of the companies in the Entertainment industry in Japan have price-to-sales ratios (or...Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥529, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 22x in the Entertainment industry in Japan. Total loss to shareholders of 48% over the past three years.Reported Earnings • Sep 14First quarter 2026 earnings released: EPS: JP¥25.20 (vs JP¥6.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥25.20 (up from JP¥6.61 in 1Q 2025). Revenue: JP¥1.35b (down 51% from 1Q 2025). Net income: JP¥1.25b (up 316% from 1Q 2025). Profit margin: 92% (up from 11% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 02Full year 2025 earnings released: EPS: JP¥43.50 (vs JP¥150 loss in FY 2024)Full year 2025 results: EPS: JP¥43.50 (up from JP¥150 loss in FY 2024). Revenue: JP¥8.94b (down 26% from FY 2024). Net income: JP¥2.06b (up JP¥8.00b from FY 2024). Profit margin: 23% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Jul 06Be Wary Of gumi (TSE:3903) And Its Returns On CapitalWhat underlying fundamental trends can indicate that a company might be in decline? More often than not, we'll see a...Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥590, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 22x in the Entertainment industry in Japan. Total loss to shareholders of 7.7% over the past three years.お知らせ • Jul 02gumi Inc. to Report Q1, 2026 Results on Sep 12, 2025gumi Inc. announced that they will report Q1, 2026 results on Sep 12, 2025分析記事 • Jun 18There Are Some Reasons To Suggest That gumi's (TSE:3903) Earnings Are A Poor Reflection Of ProfitabilityFollowing the release of a positive earnings report recently, gumi Inc.'s ( TSE:3903 ) stock performed well. Investors...Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 45%After last week's 45% share price gain to JP¥782, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 26% over the past three years.分析記事 • Jun 13Subdued Growth No Barrier To gumi Inc. (TSE:3903) With Shares Advancing 46%gumi Inc. ( TSE:3903 ) shareholders have had their patience rewarded with a 46% share price jump in the last month. The...Reported Earnings • Jun 12Full year 2025 earnings released: EPS: JP¥43.50 (vs JP¥150 loss in FY 2024)Full year 2025 results: EPS: JP¥43.50 (up from JP¥150 loss in FY 2024). Revenue: JP¥8.94b (down 26% from FY 2024). Net income: JP¥2.06b (up JP¥8.00b from FY 2024). Profit margin: 23% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 11gumi Inc., Annual General Meeting, Jul 30, 2025gumi Inc., Annual General Meeting, Jul 30, 2025.分析記事 • Apr 07gumi Inc. (TSE:3903) May Have Run Too Fast Too Soon With Recent 32% Price Plummetgumi Inc. ( TSE:3903 ) shares have had a horrible month, losing 32% after a relatively good period beforehand. The...お知らせ • Apr 01gumi Inc. to Report Fiscal Year 2025 Results on Jun 11, 2025gumi Inc. announced that they will report fiscal year 2025 results on Jun 11, 2025Reported Earnings • Mar 13Third quarter 2025 earnings released: EPS: JP¥18.31 (vs JP¥8.26 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.31 (up from JP¥8.26 in 3Q 2024). Revenue: JP¥1.91b (down 32% from 3Q 2024). Net income: JP¥906.0m (up 177% from 3Q 2024). Profit margin: 47% (up from 12% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • Feb 12gumi Inc.'s (TSE:3903) 37% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, gumi Inc. ( TSE:3903 ) shares have been powering on, with a gain of 37% in the last...お知らせ • Jan 17gumi Inc. to Report Q3, 2025 Results on Mar 12, 2025gumi Inc. announced that they will report Q3, 2025 results on Mar 12, 2025New 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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.4% average weekly change). Earnings have declined by 37% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).分析記事 • Dec 15Subdued Growth No Barrier To gumi Inc. (TSE:3903) With Shares Advancing 39%gumi Inc. ( TSE:3903 ) shares have had a really impressive month, gaining 39% after a shaky period beforehand. Taking a...Reported Earnings • Dec 13First half 2025 earnings released: EPS: JP¥13.21 (vs JP¥36.18 loss in 1H 2024)First half 2025 results: EPS: JP¥13.21 (up from JP¥36.18 loss in 1H 2024). Revenue: JP¥5.49b (down 6.1% from 1H 2024). Net income: JP¥599.9m (up JP¥2.03b from 1H 2024). Profit margin: 11% (up from net loss in 1H 2024). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.分析記事 • Dec 12gumi (TSE:3903) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Nov 01gumi Inc. to Report Q2, 2025 Results on Dec 11, 2024gumi Inc. announced that they will report Q2, 2025 results on Dec 11, 2024分析記事 • Oct 31Investor Optimism Abounds gumi Inc. (TSE:3903) But Growth Is LackingWith a median price-to-sales (or "P/S") ratio of close to 1.3x in the Entertainment industry in Japan, you could be...Reported Earnings • Sep 11First quarter 2025 earnings released: JP¥4.04 loss per share (vs JP¥19.37 loss in 1Q 2024)First quarter 2025 results: JP¥4.04 loss per share (improved from JP¥19.37 loss in 1Q 2024). Revenue: JP¥2.85b (up 5.9% from 1Q 2024). Net loss: JP¥167.0m (loss narrowed 78% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.New Risk • Aug 05New 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 Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 24% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (JP¥11.8b market cap, or US$82.7m).New Risk • Jul 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).お知らせ • Jul 04gumi Inc. to Report Q1, 2025 Results on Sep 11, 2024gumi Inc. announced that they will report Q1, 2025 results on Sep 11, 2024Reported Earnings • Jun 10Full year 2024 earnings released: JP¥150 loss per share (vs JP¥13.80 profit in FY 2023)Full year 2024 results: JP¥150 loss per share (down from JP¥13.80 profit in FY 2023). Revenue: JP¥12.1b (down 25% from FY 2023). Net loss: JP¥5.93b (down JP¥6.38b from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Jun 08gumi Inc. Announces No Dividend for the Fiscal Year Ended April 30, 2024gumi Inc. announced no dividend for the fiscal year ended April 30, 2024 as compared to dividend of JPY 5.00 per share a year ago.お知らせ • May 03gumi Inc. to Report Fiscal Year 2024 Results on Jun 07, 2024gumi Inc. announced that they will report fiscal year 2024 results on Jun 07, 2024New Risk • Apr 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.3b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥15.3b market cap, or US$99.9m).Reported Earnings • Mar 09Third quarter 2024 earnings released: EPS: JP¥8.26 (vs JP¥10.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.26. Revenue: JP¥2.82b (down 30% from 3Q 2023). Net income: JP¥327.0m (up 18% from 3Q 2023). Profit margin: 12% (up from 6.9% in 3Q 2023).お知らせ • Jan 12gumi Inc. to Report Q3, 2024 Results on Mar 08, 2024gumi Inc. announced that they will report Q3, 2024 results on Mar 08, 2024New Risk • Dec 12New major risk - Revenue and earnings growthEarnings have declined by 18% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 18% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Shareholders have been diluted in the past year (35% increase in shares outstanding).お知らせ • Oct 05gumi Inc. to Report Q2, 2024 Results on Dec 08, 2023gumi Inc. announced that they will report Q2, 2024 results on Dec 08, 2023Board Change • Sep 12Less 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 Nobuaki Chonan was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 11First quarter 2024 earnings released: JP¥19.37 loss per share (vs JP¥19.54 loss in 1Q 2023)First quarter 2024 results: JP¥19.37 loss per share. Revenue: JP¥2.69b (down 37% from 1Q 2023). Net loss: JP¥765.0m (loss widened 34% from 1Q 2023).New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Shareholders have been diluted in the past year (35% increase in shares outstanding).お知らせ • Jul 06gumi Inc. to Report Q1, 2024 Results on Sep 08, 2023gumi Inc. announced that they will report Q1, 2024 results on Sep 08, 2023New Risk • Jun 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risk Shareholders have been diluted in the past year (35% increase in shares outstanding).Reported Earnings • Jun 11Full year 2023 earnings released: EPS: JP¥13.80 (vs JP¥214 loss in FY 2022)Full year 2023 results: EPS: JP¥13.80 (up from JP¥214 loss in FY 2022). Revenue: JP¥16.0b (down 16% from FY 2022). Net income: JP¥445.0m (up JP¥6.72b from FY 2022). Profit margin: 2.8% (up from net loss in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Jun 10gumi Inc. Announces Dividend for the Fiscal Year Ended April 30, 2023, Payable on July 27, 2023gumi Inc. announced dividend of JPY 5.00 per share for the fiscal year ended April 30, 2023 against JPY 0.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments is July 27, 2023.お知らせ • Jun 09gumi Inc., Annual General Meeting, Jul 26, 2023gumi Inc., Annual General Meeting, Jul 26, 2023.Reported Earnings • Mar 11Third quarter 2023 earnings released: EPS: JP¥10.14 (vs JP¥26.40 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.14 (up from JP¥26.40 loss in 3Q 2022). Revenue: JP¥4.01b (down 28% from 3Q 2022). Net income: JP¥277.0m (up JP¥1.05b from 3Q 2022). Profit margin: 6.9% (up from net loss in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Jan 07gumi Inc. to Report Q3, 2023 Results on Mar 10, 2023gumi Inc. announced that they will report Q3, 2023 results on Mar 10, 2023Reported Earnings • Dec 11Second quarter 2023 earnings released: JP¥0.95 loss per share (vs JP¥94.83 loss in 2Q 2022)Second quarter 2023 results: JP¥0.95 loss per share (improved from JP¥94.83 loss in 2Q 2022). Revenue: JP¥4.15b (down 16% from 2Q 2022). Net loss: JP¥27.6m (loss narrowed 99% from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.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. 3 non-independent directors. Non-Executive Director Nobuaki Chonan was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 11First quarter 2023 earnings released: JP¥19.54 loss per share (vs JP¥53.60 loss in 1Q 2022)First quarter 2023 results: JP¥19.54 loss per share (improved from JP¥53.60 loss in 1Q 2022). Revenue: JP¥4.28b (up 17% from 1Q 2022). Net loss: JP¥570.0m (loss narrowed 64% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 12Full year 2022 earnings released: JP¥214 loss per share (vs JP¥60.71 profit in FY 2021)Full year 2022 results: JP¥214 loss per share (down from JP¥60.71 profit in FY 2021). Revenue: JP¥18.9b (up 1.7% from FY 2021). Net loss: JP¥6.27b (down 442% from profit in FY 2021). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has remained flat, which means it is well ahead of earnings.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. 4 non-independent directors. Non-Executive Director Yuichi Umeda was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥26.43 loss per share (down from JP¥19.64 profit in 3Q 2021). Revenue: JP¥5.55b (up 11% from 3Q 2021). Net loss: JP¥770.7m (down 230% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 11% per year.Reported Earnings • Dec 14Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: JP¥94.83 loss per share (down from JP¥3.41 profit in 2Q 2021). Revenue: JP¥4.93b (up 10.0% from 2Q 2021). Net loss: JP¥2.77b (down JP¥2.87b from profit in 2Q 2021). Revenue was in line with analyst estimates. 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 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 16First quarter 2022 earnings released: JP¥53.60 loss per share (vs JP¥29.85 profit in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2022 results: Revenue: JP¥3.65b (down 32% from 1Q 2021). Net loss: JP¥1.59b (down 277% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,025, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 74% over the past three years.Reported Earnings • Aug 03Full year 2021 earnings released: EPS JP¥60.71 (vs JP¥58.31 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥18.6b (down 6.0% from FY 2020). Net income: JP¥1.84b (up 4.4% from FY 2020). Profit margin: 9.9% (up from 8.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥853, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 27x in the Entertainment industry in Japan. Total returns to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,343, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 28x in the Entertainment industry in Japan. Total returns to shareholders of 37% over the past three years.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,108, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 34x in the Entertainment industry in Japan. Total returns to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥954, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 33x in the Entertainment industry in Japan. Total loss to shareholders of 7.8% over the past three years.Reported Earnings • Mar 14Third quarter 2021 earnings released: EPS JP¥19.64 (vs JP¥15.33 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥5.01b (down 12% from 3Q 2020). Net income: JP¥594.0m (up 29% from 3Q 2020). Profit margin: 12% (up from 8.1% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 22New 90-day high: JP¥989The company is up 16% from its price of JP¥849 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Entertainment industry, which is up 24% over the same period.Is New 90 Day High Low • Feb 05New 90-day high: JP¥928The company is up 5.0% from its price of JP¥882 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 8.0% over the same period.Reported Earnings • Dec 14Second quarter 2021 earnings released: EPS JP¥3.41The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: JP¥4.48b (up 10% from 2Q 2020). Net income: JP¥103.0m (down 25% from 2Q 2020). Profit margin: 2.3% (down from 3.4% 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 25% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Dec 11New 90-day low: JP¥826The company is down 30% from its price of JP¥1,181 on 11 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 5.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、gumi は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:3903 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数4/30/20269,1841,455-2,828-1,398N/A1/31/20268,3692,405N/AN/AN/A10/31/20257,2982,815-4,114-2,272N/A7/31/20257,4483,479N/AN/AN/A4/30/20258,9422,063-2,541-881N/A1/31/202510,805-3,325N/AN/AN/A10/31/202411,712-3,905-4,019-2,886N/A7/31/202412,225-5,336N/AN/AN/A4/30/202412,066-5,934-6,490-5,147N/A1/31/202412,362-880N/AN/AN/A10/31/202313,549-930-4,352-2,424N/A7/31/202314,418250N/AN/AN/A4/30/202316,009445-1,997-171N/A1/31/202317,128-922N/AN/AN/A10/31/202218,672-1,969-2,214-581N/A7/31/202219,572-5,250N/AN/AN/A4/30/202218,942-6,273-4,189-2,473N/A1/31/202217,911-4,892N/AN/AN/A10/31/202117,373-3,528-3,321-855N/A7/31/202116,927-659N/AN/AN/A4/30/202118,6281,8354622,805N/A1/31/202120,1052,926N/AN/AN/A10/31/202020,7732,7941,2483,458N/A7/31/202020,3632,829N/AN/AN/A4/30/202019,8271,757-2832,657N/A1/31/202018,625-938N/AN/AN/A10/31/201918,398-1,307N/A1,236N/A7/31/201920,057-1,940N/AN/AN/A4/30/201921,257-1,695N/A-1,172N/A1/31/201923,258-608N/AN/AN/A10/31/201824,888-52N/A-3N/A7/31/201826,104531N/AN/AN/A4/30/201827,112552N/A1,309N/A1/31/201828,2601,115N/AN/AN/A10/31/201728,6241,024N/A890N/A7/31/201727,6231,445N/AN/AN/A4/30/201725,9331,383N/A397N/A1/31/201724,088-67N/AN/AN/A10/31/201621,789-992N/A-2,074N/A7/31/201620,900-2,640N/AN/AN/A4/30/201621,437-3,299N/A-2,987N/A1/31/201622,988-1,716N/AN/AN/A10/31/201524,465-2,032N/A-1,811N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3903の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3903の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3903の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3903の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3903の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3903の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/01 08:51終値2026/07/31 00:00収益2026/04/30年間収益2026/04/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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gumi 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。1 アナリスト機関Daisaku MasunoNomura Securities Co. Ltd.
お知らせ • Jul 28gumi Inc. to Report Q1, 2027 Results on Sep 11, 2026gumi Inc. announced that they will report Q1, 2027 results on Sep 11, 2026
分析記事 • Jun 19gumi's (TSE:3903) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite gumi Inc.'s ( TSE:3903 ) most recent earnings report having soft headline numbers, its stock has had a positive...
New Risk • Jun 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (16% net profit margin). Market cap is less than US$100m (JP¥13.6b market cap, or US$85.1m).
Reported Earnings • Jun 15Full year 2026 earnings released: EPS: JP¥28.44 (vs JP¥43.50 in FY 2025)Full year 2026 results: EPS: JP¥28.44 (down from JP¥43.50 in FY 2025). Revenue: JP¥9.18b (up 2.7% from FY 2025). Net income: JP¥1.45b (down 30% from FY 2025). Profit margin: 16% (down from 23% in FY 2025). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Jun 12gumi Inc., Annual General Meeting, Jul 30, 2026gumi Inc., Annual General Meeting, Jul 30, 2026.
New Risk • May 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.7b market cap, or US$98.6m).
Reported Earnings • Mar 14Third quarter 2026 earnings released: EPS: JP¥9.58 (vs JP¥18.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.58 (down from JP¥18.30 in 3Q 2025). Revenue: JP¥2.98b (up 56% from 3Q 2025). Net income: JP¥496.0m (down 45% from 3Q 2025). Profit margin: 17% (down from 47% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Reported Earnings • Dec 16Second quarter 2026 earnings released: EPS: JP¥2.08 (vs JP¥15.48 in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.08 (down from JP¥15.48 in 2Q 2025). Revenue: JP¥2.50b (down 5.7% from 2Q 2025). Net income: JP¥103.1m (down 87% from 2Q 2025). Profit margin: 4.1% (down from 29% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Oct 21gumi Inc. announced that it has received ¥5.719435 billion in funding from SBI Securities Co., Ltd.On October 20, 2025, gumi Inc. closed the transaction.
お知らせ • Oct 07gumi Inc. to Report Q2, 2026 Results on Dec 12, 2025gumi Inc. announced that they will report Q2, 2026 results on Dec 12, 2025
分析記事 • Oct 02gumi Inc.'s (TSE:3903) Price Is Out Of Tune With RevenuesWhen you see that almost half of the companies in the Entertainment industry in Japan have price-to-sales ratios (or...
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥529, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 22x in the Entertainment industry in Japan. Total loss to shareholders of 48% over the past three years.
Reported Earnings • Sep 14First quarter 2026 earnings released: EPS: JP¥25.20 (vs JP¥6.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥25.20 (up from JP¥6.61 in 1Q 2025). Revenue: JP¥1.35b (down 51% from 1Q 2025). Net income: JP¥1.25b (up 316% from 1Q 2025). Profit margin: 92% (up from 11% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 02Full year 2025 earnings released: EPS: JP¥43.50 (vs JP¥150 loss in FY 2024)Full year 2025 results: EPS: JP¥43.50 (up from JP¥150 loss in FY 2024). Revenue: JP¥8.94b (down 26% from FY 2024). Net income: JP¥2.06b (up JP¥8.00b from FY 2024). Profit margin: 23% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Jul 06Be Wary Of gumi (TSE:3903) And Its Returns On CapitalWhat underlying fundamental trends can indicate that a company might be in decline? More often than not, we'll see a...
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥590, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 22x in the Entertainment industry in Japan. Total loss to shareholders of 7.7% over the past three years.
お知らせ • Jul 02gumi Inc. to Report Q1, 2026 Results on Sep 12, 2025gumi Inc. announced that they will report Q1, 2026 results on Sep 12, 2025
分析記事 • Jun 18There Are Some Reasons To Suggest That gumi's (TSE:3903) Earnings Are A Poor Reflection Of ProfitabilityFollowing the release of a positive earnings report recently, gumi Inc.'s ( TSE:3903 ) stock performed well. Investors...
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 45%After last week's 45% share price gain to JP¥782, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 26% over the past three years.
分析記事 • Jun 13Subdued Growth No Barrier To gumi Inc. (TSE:3903) With Shares Advancing 46%gumi Inc. ( TSE:3903 ) shareholders have had their patience rewarded with a 46% share price jump in the last month. The...
Reported Earnings • Jun 12Full year 2025 earnings released: EPS: JP¥43.50 (vs JP¥150 loss in FY 2024)Full year 2025 results: EPS: JP¥43.50 (up from JP¥150 loss in FY 2024). Revenue: JP¥8.94b (down 26% from FY 2024). Net income: JP¥2.06b (up JP¥8.00b from FY 2024). Profit margin: 23% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 11gumi Inc., Annual General Meeting, Jul 30, 2025gumi Inc., Annual General Meeting, Jul 30, 2025.
分析記事 • Apr 07gumi Inc. (TSE:3903) May Have Run Too Fast Too Soon With Recent 32% Price Plummetgumi Inc. ( TSE:3903 ) shares have had a horrible month, losing 32% after a relatively good period beforehand. The...
お知らせ • Apr 01gumi Inc. to Report Fiscal Year 2025 Results on Jun 11, 2025gumi Inc. announced that they will report fiscal year 2025 results on Jun 11, 2025
Reported Earnings • Mar 13Third quarter 2025 earnings released: EPS: JP¥18.31 (vs JP¥8.26 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.31 (up from JP¥8.26 in 3Q 2024). Revenue: JP¥1.91b (down 32% from 3Q 2024). Net income: JP¥906.0m (up 177% from 3Q 2024). Profit margin: 47% (up from 12% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • Feb 12gumi Inc.'s (TSE:3903) 37% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, gumi Inc. ( TSE:3903 ) shares have been powering on, with a gain of 37% in the last...
お知らせ • Jan 17gumi Inc. to Report Q3, 2025 Results on Mar 12, 2025gumi Inc. announced that they will report Q3, 2025 results on Mar 12, 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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).
New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.4% average weekly change). Earnings have declined by 37% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).
分析記事 • Dec 15Subdued Growth No Barrier To gumi Inc. (TSE:3903) With Shares Advancing 39%gumi Inc. ( TSE:3903 ) shares have had a really impressive month, gaining 39% after a shaky period beforehand. Taking a...
Reported Earnings • Dec 13First half 2025 earnings released: EPS: JP¥13.21 (vs JP¥36.18 loss in 1H 2024)First half 2025 results: EPS: JP¥13.21 (up from JP¥36.18 loss in 1H 2024). Revenue: JP¥5.49b (down 6.1% from 1H 2024). Net income: JP¥599.9m (up JP¥2.03b from 1H 2024). Profit margin: 11% (up from net loss in 1H 2024). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
分析記事 • Dec 12gumi (TSE:3903) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Nov 01gumi Inc. to Report Q2, 2025 Results on Dec 11, 2024gumi Inc. announced that they will report Q2, 2025 results on Dec 11, 2024
分析記事 • Oct 31Investor Optimism Abounds gumi Inc. (TSE:3903) But Growth Is LackingWith a median price-to-sales (or "P/S") ratio of close to 1.3x in the Entertainment industry in Japan, you could be...
Reported Earnings • Sep 11First quarter 2025 earnings released: JP¥4.04 loss per share (vs JP¥19.37 loss in 1Q 2024)First quarter 2025 results: JP¥4.04 loss per share (improved from JP¥19.37 loss in 1Q 2024). Revenue: JP¥2.85b (up 5.9% from 1Q 2024). Net loss: JP¥167.0m (loss narrowed 78% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
New Risk • Aug 05New 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 Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 24% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (JP¥11.8b market cap, or US$82.7m).
New Risk • Jul 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).
お知らせ • Jul 04gumi Inc. to Report Q1, 2025 Results on Sep 11, 2024gumi Inc. announced that they will report Q1, 2025 results on Sep 11, 2024
Reported Earnings • Jun 10Full year 2024 earnings released: JP¥150 loss per share (vs JP¥13.80 profit in FY 2023)Full year 2024 results: JP¥150 loss per share (down from JP¥13.80 profit in FY 2023). Revenue: JP¥12.1b (down 25% from FY 2023). Net loss: JP¥5.93b (down JP¥6.38b from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Jun 08gumi Inc. Announces No Dividend for the Fiscal Year Ended April 30, 2024gumi Inc. announced no dividend for the fiscal year ended April 30, 2024 as compared to dividend of JPY 5.00 per share a year ago.
お知らせ • May 03gumi Inc. to Report Fiscal Year 2024 Results on Jun 07, 2024gumi Inc. announced that they will report fiscal year 2024 results on Jun 07, 2024
New Risk • Apr 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.3b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥15.3b market cap, or US$99.9m).
Reported Earnings • Mar 09Third quarter 2024 earnings released: EPS: JP¥8.26 (vs JP¥10.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.26. Revenue: JP¥2.82b (down 30% from 3Q 2023). Net income: JP¥327.0m (up 18% from 3Q 2023). Profit margin: 12% (up from 6.9% in 3Q 2023).
お知らせ • Jan 12gumi Inc. to Report Q3, 2024 Results on Mar 08, 2024gumi Inc. announced that they will report Q3, 2024 results on Mar 08, 2024
New Risk • Dec 12New major risk - Revenue and earnings growthEarnings have declined by 18% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 18% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Shareholders have been diluted in the past year (35% increase in shares outstanding).
お知らせ • Oct 05gumi Inc. to Report Q2, 2024 Results on Dec 08, 2023gumi Inc. announced that they will report Q2, 2024 results on Dec 08, 2023
Board Change • Sep 12Less 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 Nobuaki Chonan was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 11First quarter 2024 earnings released: JP¥19.37 loss per share (vs JP¥19.54 loss in 1Q 2023)First quarter 2024 results: JP¥19.37 loss per share. Revenue: JP¥2.69b (down 37% from 1Q 2023). Net loss: JP¥765.0m (loss widened 34% from 1Q 2023).
New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Shareholders have been diluted in the past year (35% increase in shares outstanding).
お知らせ • Jul 06gumi Inc. to Report Q1, 2024 Results on Sep 08, 2023gumi Inc. announced that they will report Q1, 2024 results on Sep 08, 2023
New Risk • Jun 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risk Shareholders have been diluted in the past year (35% increase in shares outstanding).
Reported Earnings • Jun 11Full year 2023 earnings released: EPS: JP¥13.80 (vs JP¥214 loss in FY 2022)Full year 2023 results: EPS: JP¥13.80 (up from JP¥214 loss in FY 2022). Revenue: JP¥16.0b (down 16% from FY 2022). Net income: JP¥445.0m (up JP¥6.72b from FY 2022). Profit margin: 2.8% (up from net loss in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 10gumi Inc. Announces Dividend for the Fiscal Year Ended April 30, 2023, Payable on July 27, 2023gumi Inc. announced dividend of JPY 5.00 per share for the fiscal year ended April 30, 2023 against JPY 0.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments is July 27, 2023.
お知らせ • Jun 09gumi Inc., Annual General Meeting, Jul 26, 2023gumi Inc., Annual General Meeting, Jul 26, 2023.
Reported Earnings • Mar 11Third quarter 2023 earnings released: EPS: JP¥10.14 (vs JP¥26.40 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.14 (up from JP¥26.40 loss in 3Q 2022). Revenue: JP¥4.01b (down 28% from 3Q 2022). Net income: JP¥277.0m (up JP¥1.05b from 3Q 2022). Profit margin: 6.9% (up from net loss in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 07gumi Inc. to Report Q3, 2023 Results on Mar 10, 2023gumi Inc. announced that they will report Q3, 2023 results on Mar 10, 2023
Reported Earnings • Dec 11Second quarter 2023 earnings released: JP¥0.95 loss per share (vs JP¥94.83 loss in 2Q 2022)Second quarter 2023 results: JP¥0.95 loss per share (improved from JP¥94.83 loss in 2Q 2022). Revenue: JP¥4.15b (down 16% from 2Q 2022). Net loss: JP¥27.6m (loss narrowed 99% from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
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. 3 non-independent directors. Non-Executive Director Nobuaki Chonan was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 11First quarter 2023 earnings released: JP¥19.54 loss per share (vs JP¥53.60 loss in 1Q 2022)First quarter 2023 results: JP¥19.54 loss per share (improved from JP¥53.60 loss in 1Q 2022). Revenue: JP¥4.28b (up 17% from 1Q 2022). Net loss: JP¥570.0m (loss narrowed 64% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 12Full year 2022 earnings released: JP¥214 loss per share (vs JP¥60.71 profit in FY 2021)Full year 2022 results: JP¥214 loss per share (down from JP¥60.71 profit in FY 2021). Revenue: JP¥18.9b (up 1.7% from FY 2021). Net loss: JP¥6.27b (down 442% from profit in FY 2021). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
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. 4 non-independent directors. Non-Executive Director Yuichi Umeda was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥26.43 loss per share (down from JP¥19.64 profit in 3Q 2021). Revenue: JP¥5.55b (up 11% from 3Q 2021). Net loss: JP¥770.7m (down 230% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 11% per year.
Reported Earnings • Dec 14Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: JP¥94.83 loss per share (down from JP¥3.41 profit in 2Q 2021). Revenue: JP¥4.93b (up 10.0% from 2Q 2021). Net loss: JP¥2.77b (down JP¥2.87b from profit in 2Q 2021). Revenue was in line with analyst estimates. 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 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 16First quarter 2022 earnings released: JP¥53.60 loss per share (vs JP¥29.85 profit in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2022 results: Revenue: JP¥3.65b (down 32% from 1Q 2021). Net loss: JP¥1.59b (down 277% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,025, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 74% over the past three years.
Reported Earnings • Aug 03Full year 2021 earnings released: EPS JP¥60.71 (vs JP¥58.31 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥18.6b (down 6.0% from FY 2020). Net income: JP¥1.84b (up 4.4% from FY 2020). Profit margin: 9.9% (up from 8.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥853, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 27x in the Entertainment industry in Japan. Total returns to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,343, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 28x in the Entertainment industry in Japan. Total returns to shareholders of 37% over the past three years.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,108, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 34x in the Entertainment industry in Japan. Total returns to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥954, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 33x in the Entertainment industry in Japan. Total loss to shareholders of 7.8% over the past three years.
Reported Earnings • Mar 14Third quarter 2021 earnings released: EPS JP¥19.64 (vs JP¥15.33 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥5.01b (down 12% from 3Q 2020). Net income: JP¥594.0m (up 29% from 3Q 2020). Profit margin: 12% (up from 8.1% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 22New 90-day high: JP¥989The company is up 16% from its price of JP¥849 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Entertainment industry, which is up 24% over the same period.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥928The company is up 5.0% from its price of JP¥882 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 8.0% over the same period.
Reported Earnings • Dec 14Second quarter 2021 earnings released: EPS JP¥3.41The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: JP¥4.48b (up 10% from 2Q 2020). Net income: JP¥103.0m (down 25% from 2Q 2020). Profit margin: 2.3% (down from 3.4% 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 25% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Dec 11New 90-day low: JP¥826The company is down 30% from its price of JP¥1,181 on 11 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 5.0% over the same period.