View ValuationJ-Stream 将来の成長Future 基準チェック /36J-Streamは、11.9%と6.3%でそれぞれ年率11.9%で利益と収益が成長すると予測される一方、EPSはgrowで12%年率。主要情報11.9%収益成長率11.96%EPS成長率Entertainment 収益成長6.6%収益成長率6.3%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報Major Estimate Revision • Feb 11Consensus EPS estimates increase by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥16.10 to JP¥20.10. Revenue forecast steady at JP¥11.8b. Net income forecast to grow 12% next year vs 20% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥430 to JP¥650. Share price was steady at JP¥376 over the past week.分析記事 • Nov 10J-Stream Inc. Just Beat Revenue Estimates By 5.2%J-Stream Inc. ( TSE:4308 ) shareholders are probably feeling a little disappointed, since its shares fell 3.9% to...Major Estimate Revision • Feb 06Consensus EPS estimates increase by 20%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥11.5b to JP¥11.3b. EPS estimate rose from JP¥10.10 to JP¥12.10. Net income forecast to grow 11% next year vs 11% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥600 to JP¥430. Share price rose 2.4% to JP¥388 over the past week.Price Target Changed • May 16Price target decreased by 17% to JP¥1,000Down from JP¥1,200, the current price target is provided by 1 analyst. New target price is 86% above last closing price of JP¥537. Stock is down 25% over the past year. The company is forecast to post earnings per share of JP¥40.20 for next year compared to JP¥35.11 last year.Major Estimate Revision • Nov 05Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥12.9b to JP¥12.2b. EPS estimate also fell from JP¥48.30 per share to JP¥40.20 per share. Net income forecast to grow 1.3% next year vs 6.2% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥1,200 to JP¥1,100. Share price fell 7.1% to JP¥560 over the past week.Price Target Changed • Nov 08Price target decreased to JP¥2,388Down from JP¥2,850, the current price target is an average from 2 analysts. New target price is 152% above last closing price of JP¥946. Stock is down 63% over the past year. The company is forecast to post earnings per share of JP¥68.35 for next year compared to JP¥64.71 last year.すべての更新を表示Recent updatesReported Earnings • May 01Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥19.50 (down from JP¥22.12 in FY 2025). Revenue: JP¥12.0b (up 1.7% from FY 2025). Net income: JP¥485.0m (down 12% from FY 2025). Profit margin: 4.0% (down from 4.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.お知らせ • Apr 30J-Stream Inc., Annual General Meeting, Jun 25, 2026J-Stream Inc., Annual General Meeting, Jun 25, 2026.お知らせ • Apr 21J-Stream Inc. to Report Fiscal Year 2026 Results on Apr 30, 2026J-Stream Inc. announced that they will report fiscal year 2026 results on Apr 30, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥7.40 (vs JP¥10.58 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.40 (down from JP¥10.58 in 3Q 2025). Revenue: JP¥3.14b (flat on 3Q 2025). Net income: JP¥184.0m (down 30% from 3Q 2025). Profit margin: 5.9% (down from 8.3% in 3Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Jan 06J-Stream Inc. to Report Q3, 2026 Results on Jan 29, 2026J-Stream Inc. announced that they will report Q3, 2026 results on Jan 29, 2026分析記事 • Nov 06We Think J-Stream's (TSE:4308) Profit Is Only A Baseline For What They Can AchieveInvestors were underwhelmed by the solid earnings posted by J-Stream Inc. ( TSE:4308 ) recently. We have done some...Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥4.42 (vs JP¥6.19 in 2Q 2025)Second quarter 2026 results: EPS: JP¥4.42 (down from JP¥6.19 in 2Q 2025). Revenue: JP¥2.89b (down 3.7% from 2Q 2025). Net income: JP¥110.0m (down 29% from 2Q 2025). Profit margin: 3.8% (down from 5.1% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Oct 01J-Stream Inc. (TSE:4308) agreed to acquire IPL Co., Ltd.J-Stream Inc. (TSE:4308) agreed to acquire IPL Co., Ltd. on September 30, 2025. For the period ending December 31, 2024, IPL Co., Ltd. reported total revenue of ¥452 million. As of December 31, 2024, IPL Co., Ltd. reported total assets of ¥493 million and total common equity of ¥294 million. The expected completion of the transaction is November 4, 2025.お知らせ • Sep 01J-Stream Inc. to Report Q2, 2026 Results on Oct 30, 2025J-Stream Inc. announced that they will report Q2, 2026 results on Oct 30, 2025Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥3.70 (vs JP¥3.82 in 1Q 2025)First quarter 2026 results: EPS: JP¥3.70 (down from JP¥3.82 in 1Q 2025). Revenue: JP¥2.82b (up 2.6% from 1Q 2025). Net income: JP¥92.0m (down 3.2% from 1Q 2025). Profit margin: 3.3% (down from 3.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥22.12 (up from JP¥11.98 in FY 2024). Revenue: JP¥11.8b (up 4.7% from FY 2024). Net income: JP¥550.0m (up 85% from FY 2024). Profit margin: 4.7% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.お知らせ • Jun 27J-Stream Inc. to Report Q1, 2026 Results on Jul 30, 2025J-Stream Inc. announced that they will report Q1, 2026 results on Jul 30, 2025分析記事 • May 07Statutory Profit Doesn't Reflect How Good J-Stream's (TSE:4308) Earnings AreJ-Stream Inc.'s ( TSE:4308 ) earnings announcement last week was disappointing for investors, despite the decent profit...Reported Earnings • May 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥22.12 (up from JP¥11.98 in FY 2024). Revenue: JP¥11.8b (up 4.7% from FY 2024). Net income: JP¥550.0m (up 85% from FY 2024). Profit margin: 4.7% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Apr 30J-Stream Inc., Annual General Meeting, Jun 26, 2025J-Stream Inc., Annual General Meeting, Jun 26, 2025.New Risk • Apr 07New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥8.43b market cap, or US$57.6m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥339, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Entertainment industry in Japan. Total loss to shareholders of 51% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio and cash payout ratio are on the higher end at 77% and 81% respectively. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).Buy Or Sell Opportunity • Mar 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥402. The fair value is estimated to be JP¥334, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 50%. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.お知らせ • Mar 01J-Stream Inc. to Report Fiscal Year 2025 Results on Apr 30, 2025J-Stream Inc. announced that they will report fiscal year 2025 results on Apr 30, 2025Buy Or Sell Opportunity • Feb 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to JP¥412. The fair value is estimated to be JP¥342, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 50%. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.Major Estimate Revision • Feb 11Consensus EPS estimates increase by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥16.10 to JP¥20.10. Revenue forecast steady at JP¥11.8b. Net income forecast to grow 12% next year vs 20% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥430 to JP¥650. Share price was steady at JP¥376 over the past week.Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥10.58 (vs JP¥5.75 in 3Q 2024)Third quarter 2025 results: EPS: JP¥10.58 (up from JP¥5.75 in 3Q 2024). Revenue: JP¥3.15b (up 8.3% from 3Q 2024). Net income: JP¥263.0m (up 84% from 3Q 2024). Profit margin: 8.3% (up from 4.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Jan 03J-Stream Inc. to Report Q3, 2025 Results on Jan 30, 2025J-Stream Inc. announced that they will report Q3, 2025 results on Jan 30, 2025分析記事 • Nov 10J-Stream Inc. Just Beat Revenue Estimates By 5.2%J-Stream Inc. ( TSE:4308 ) shareholders are probably feeling a little disappointed, since its shares fell 3.9% to...Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥6.19 (vs JP¥1.97 in 2Q 2024)Second quarter 2025 results: EPS: JP¥6.19 (up from JP¥1.97 in 2Q 2024). Revenue: JP¥3.00b (up 8.3% from 2Q 2024). Net income: JP¥154.0m (up 214% from 2Q 2024). Profit margin: 5.1% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.お知らせ • Aug 28J-Stream Inc. to Report Q2, 2025 Results on Oct 30, 2024J-Stream Inc. announced that they will report Q2, 2025 results on Oct 30, 2024Buy Or Sell Opportunity • Aug 06Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to JP¥313. The fair value is estimated to be JP¥258, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has declined by 53%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 60% in the next 2 years.分析記事 • Aug 06Why We're Not Concerned Yet About J-Stream Inc.'s (TSE:4308) 26% Share Price PlungeThe J-Stream Inc. ( TSE:4308 ) share price has fared very poorly over the last month, falling by a substantial 26%. The...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 6.3% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 137% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (JP¥6.91b market cap, or US$48.5m).Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.14 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.82 (down from JP¥4.14 in 1Q 2024). Revenue: JP¥2.75b (down 2.2% from 1Q 2024). Net income: JP¥95.0m (down 7.8% from 1Q 2024). Profit margin: 3.5% (down from 3.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings.お知らせ • Jun 28J-Stream Inc. to Report Q1, 2025 Results on Jul 30, 2024J-Stream Inc. announced that they will report Q1, 2025 results on Jul 30, 2024Reported Earnings • May 01Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥11.98 (down from JP¥35.11 in FY 2023). Revenue: JP¥11.3b (down 9.9% from FY 2023). Net income: JP¥298.0m (down 66% from FY 2023). Profit margin: 2.6% (down from 7.0% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% per year and the company’s share price has also fallen by 46% per year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).お知らせ • Mar 02J-Stream Inc. to Report Fiscal Year 2024 Results on Apr 30, 2024J-Stream Inc. announced that they will report fiscal year 2024 results on Apr 30, 2024Major Estimate Revision • Feb 06Consensus EPS estimates increase by 20%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥11.5b to JP¥11.3b. EPS estimate rose from JP¥10.10 to JP¥12.10. Net income forecast to grow 11% next year vs 11% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥600 to JP¥430. Share price rose 2.4% to JP¥388 over the past week.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥5.75 (vs JP¥14.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥5.75 (down from JP¥14.88 in 3Q 2023). Revenue: JP¥2.91b (down 17% from 3Q 2023). Net income: JP¥143.0m (down 61% from 3Q 2023). Profit margin: 4.9% (down from 11% in 3Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 29J-Stream Inc. to Report Q3, 2024 Results on Jan 30, 2024J-Stream Inc. announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: JP¥1.97 (vs JP¥9.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.97 (down from JP¥9.29 in 2Q 2023). Revenue: JP¥2.77b (down 8.2% from 2Q 2023). Net income: JP¥49.0m (down 79% from 2Q 2023). Profit margin: 1.8% (down from 7.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 05J-Stream Inc. to Report Q2, 2024 Results on Oct 26, 2023J-Stream Inc. announced that they will report Q2, 2024 results on Oct 26, 2023New Risk • Jul 29New 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (6.0% net profit margin). Market cap is less than US$100m (JP¥12.9b market cap, or US$91.6m).Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥4.14 (vs JP¥9.17 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.14 (down from JP¥9.17 in 1Q 2023). Revenue: JP¥2.81b (down 2.6% from 1Q 2023). Net income: JP¥103.0m (down 55% from 1Q 2023). Profit margin: 3.7% (down from 7.9% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.Buying Opportunity • Jul 18Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Buying Opportunity • Jul 03Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥723, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.お知らせ • Jun 28J-Stream Inc. to Report Q1, 2024 Results on Jul 27, 2023J-Stream Inc. announced that they will report Q1, 2024 results on Jul 27, 2023Price Target Changed • May 16Price target decreased by 17% to JP¥1,000Down from JP¥1,200, the current price target is provided by 1 analyst. New target price is 86% above last closing price of JP¥537. Stock is down 25% over the past year. The company is forecast to post earnings per share of JP¥40.20 for next year compared to JP¥35.11 last year.Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥35.11 (down from JP¥52.64 in FY 2022). Revenue: JP¥12.5b (flat on FY 2022). Net income: JP¥873.0m (down 33% from FY 2022). Profit margin: 7.0% (down from 11% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Entertainment 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 15% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).Reported Earnings • Jan 27Third quarter 2023 earnings released: EPS: JP¥14.88 (vs JP¥14.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.88 (up from JP¥14.80 in 3Q 2022). Revenue: JP¥3.51b (up 12% from 3Q 2022). Net income: JP¥370.0m (flat on 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. 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 10% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 29J-Stream Inc. to Report Q3, 2023 Results on Jan 26, 2023J-Stream Inc. announced that they will report Q3, 2023 results on Jan 26, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. No independent directors (5 non-independent directors). Part-Time Auditor Manabu Onda was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Major Estimate Revision • Nov 05Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥12.9b to JP¥12.2b. EPS estimate also fell from JP¥48.30 per share to JP¥40.20 per share. Net income forecast to grow 1.3% next year vs 6.2% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥1,200 to JP¥1,100. Share price fell 7.1% to JP¥560 over the past week.Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥9.29 (vs JP¥12.83 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.29 (down from JP¥12.83 in 2Q 2022). Revenue: JP¥3.02b (down 3.0% from 2Q 2022). Net income: JP¥231.0m (down 28% from 2Q 2022). Profit margin: 7.6% (down from 10% in 2Q 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 05J-Stream Inc. to Report Q2, 2023 Results on Oct 27, 2022J-Stream Inc. announced that they will report Q2, 2023 results on Oct 27, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥9.17 (vs JP¥14.60 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.17 (down from JP¥14.60 in 1Q 2022). Revenue: JP¥2.88b (down 9.1% from 1Q 2022). Net income: JP¥228.0m (down 37% from 1Q 2022). Profit margin: 7.9% (down from 12% in 1Q 2022). The decrease in margin was driven by lower revenue. 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 54% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 29J-Stream Inc. to Report Q1, 2023 Results on Jul 28, 2022J-Stream Inc. announced that they will report Q1, 2023 results on Jul 28, 2022Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥52.64 (down from JP¥64.71 in FY 2021). Revenue: JP¥12.4b (down 4.3% from FY 2021). Net income: JP¥1.31b (down 15% from FY 2021). Profit margin: 11% (down from 12% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Over the next year, revenue is forecast to grow 13%, compared to a 6.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. No independent directors (5 non-independent directors). Part-Time Auditor Manabu Onda was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 07J-Stream Inc. to Report Fiscal Year 2022 Results on Apr 27, 2022J-Stream Inc. announced that they will report fiscal year 2022 results on Apr 27, 2022Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥866, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 283% over the past three years.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥775, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Entertainment industry in Japan. Total returns to shareholders of 228% over the past three years.Reported Earnings • Jan 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥14.80 (down from JP¥22.87 in 3Q 2021). Revenue: JP¥3.13b (down 17% from 3Q 2021). Net income: JP¥368.0m (down 34% from 3Q 2021). Profit margin: 12% (down from 15% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 23%, compared to a 5.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 08Price target decreased to JP¥2,388Down from JP¥2,850, the current price target is an average from 2 analysts. New target price is 152% above last closing price of JP¥946. Stock is down 63% over the past year. The company is forecast to post earnings per share of JP¥68.35 for next year compared to JP¥64.71 last year.Reported Earnings • Oct 29Second quarter 2022 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.12b (down 6.6% from 2Q 2021). Net income: JP¥319.0m (down 31% from 2Q 2021). Profit margin: 10% (down from 14% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥29.20 (vs JP¥12.72 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥3.17b (up 38% from 1Q 2021). Net income: JP¥363.0m (up 145% from 1Q 2021). Profit margin: 12% (up from 6.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥3,910, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 24x in the Entertainment industry in Japan. Total returns to shareholders of 554% over the past three years.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥129 (vs JP¥21.40 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥13.0b (up 54% from FY 2020). Net income: JP¥1.55b (up JP¥1.30b from FY 2020). Profit margin: 12% (up from 2.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥5,280, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 27x in the Entertainment industry in Japan. Total returns to shareholders of 951% over the past three years.Is New 90 Day High Low • Feb 18New 90-day low: JP¥4,705The company is down 8.0% from its price of JP¥5,130 on 20 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 25% over the same period.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥5,000, the stock is trading at a trailing P/E ratio of 46.8x, down from the previous P/E ratio of 58.9x. This compares to an average P/E of 32x in the Entertainment industry in Japan. Total returns to shareholders over the past three years are 1,017%.Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 12%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 21%, compared to a 4.3% growth forecast for the Entertainment industry in Japan.Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS JP¥45.74 (vs JP¥9.63 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.75b (up 59% from 3Q 2020). Net income: JP¥556.0m (up 396% from 3Q 2020). Profit margin: 15% (up from 4.8% 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 62% per year but the company’s share price has increased by 121% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Jan 25New 90-day high: JP¥6,550The company is up 87% from its price of JP¥3,495 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 14% over the same period.お知らせ • Jan 12J-Stream Inc. to Report Q3, 2021 Results on Jan 28, 2021J-Stream Inc. announced that they will report Q3, 2021 results on Jan 28, 2021Valuation Update With 7 Day Price Move • Dec 09Market pulls back on stock over the past weekAfter last week's 18% share price decline to JP¥5,250, the stock is trading at a trailing P/E ratio of 75.1x, down from the previous P/E ratio of 91.9x. This compares to an average P/E of 29x in the Entertainment industry in Japan. Total returns to shareholders over the past three years are 1,015%.Is New 90 Day High Low • Dec 02New 90-day high: JP¥6,420The company is up 43% from its price of JP¥4,505 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 4.0% over the same period.お知らせ • Oct 04J-Stream Inc. to Report Q2, 2021 Results on Oct 29, 2020J-Stream Inc. announced that they will report Q2, 2021 results on Oct 29, 2020お知らせ • Oct 01J-Stream, Inc. announced that it expects to receive ¥6.912 million in funding from Daiwa Securities Co. Ltd.J-Stream, Inc. (TSE:4308) announced that it has entered into a purchase agreement with new investor Daiwa Securities Co. Ltd. for private placement of 8,000 first stock acquisition rights at a price of ¥864 per right for gross proceeds of ¥6,912,000 on September 30, 2020. Each right is exercisable at initial exercise price of ¥3,590 per share subject to minimum exercise price of ¥2,513 per share from October 19, 2020 to October 19, 2022. The rights are not transferable. The expected allotment and payment date is October 16, 2020.お知らせ • Jun 20J-Stream Inc. to Report Q1, 2021 Results on Jul 30, 2020J-Stream Inc. announced that they will report Q1, 2021 results on Jul 30, 2020業績と収益の成長予測TSE:4308 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202914,500700N/A1,29313/31/202813,500600N/A1,29313/31/202712,700550N/A1,17213/31/202611,9974855281,039N/A12/31/202511,745424N/AN/AN/A9/30/202511,7625031,3401,889N/A6/30/202511,872547N/AN/AN/A3/31/202511,8005501,4592,089N/A12/31/202411,675515N/AN/AN/A9/30/202411,4343954311,150N/A6/30/202411,203290N/AN/AN/A3/31/202411,266298-29812N/A12/31/202311,581339N/AN/AN/A9/30/202312,1795667271,489N/A6/30/202312,427748N/AN/AN/A3/31/202312,5018731,1601,803N/A12/31/202212,4081,088N/AN/AN/A9/30/202212,0271,0861,1451,762N/A6/30/202212,1221,174N/AN/AN/A3/31/202212,4091,3091,1811,850N/A12/31/202112,9961,435N/AN/AN/A9/30/202113,6151,6231,4792,127N/A6/30/202113,8341,763N/AN/AN/A3/31/202112,9701,5481,6152,066N/A12/31/202011,8581,257N/AN/AN/A9/30/202010,4618138001,115N/A6/30/20209,149407N/AN/AN/A3/31/20208,442249343616N/A12/31/20197,800249N/AN/AN/A9/30/20197,069185N/A643N/A6/30/20196,847188N/AN/AN/A3/31/20196,781195N/A692N/A12/31/20186,800178N/AN/AN/A9/30/20186,664146N/A427N/A6/30/20186,282157N/AN/AN/A3/31/20186,101287N/A435N/A12/31/20175,759276N/AN/AN/A9/30/20175,686337N/A609N/A6/30/20175,684337N/AN/AN/A3/31/20175,521206N/A581N/A12/31/20165,446231N/AN/AN/A9/30/20165,215198N/A528N/A6/30/20165,055188N/AN/AN/A3/31/20164,955180N/A339N/A12/31/20154,787141N/AN/AN/A9/30/20154,863170N/A348N/A6/30/20154,867246N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4308の予測収益成長率 (年間11.9% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 4308の収益 ( 11.9% ) はJP市場 ( 8.9% ) よりも速いペースで成長すると予測されています。高成長収益: 4308の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 4308の収益 ( 6.3% ) JP市場 ( 5.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 4308の収益 ( 6.3% ) 20%よりも低い成長が予測されています。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: 4308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2026/05/21 00:47終値2026/05/21 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋J-Stream Inc. 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。1 アナリスト機関Yasuyoshi MimuraIchiyoshi Research Institute Inc.
Major Estimate Revision • Feb 11Consensus EPS estimates increase by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥16.10 to JP¥20.10. Revenue forecast steady at JP¥11.8b. Net income forecast to grow 12% next year vs 20% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥430 to JP¥650. Share price was steady at JP¥376 over the past week.
分析記事 • Nov 10J-Stream Inc. Just Beat Revenue Estimates By 5.2%J-Stream Inc. ( TSE:4308 ) shareholders are probably feeling a little disappointed, since its shares fell 3.9% to...
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 20%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥11.5b to JP¥11.3b. EPS estimate rose from JP¥10.10 to JP¥12.10. Net income forecast to grow 11% next year vs 11% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥600 to JP¥430. Share price rose 2.4% to JP¥388 over the past week.
Price Target Changed • May 16Price target decreased by 17% to JP¥1,000Down from JP¥1,200, the current price target is provided by 1 analyst. New target price is 86% above last closing price of JP¥537. Stock is down 25% over the past year. The company is forecast to post earnings per share of JP¥40.20 for next year compared to JP¥35.11 last year.
Major Estimate Revision • Nov 05Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥12.9b to JP¥12.2b. EPS estimate also fell from JP¥48.30 per share to JP¥40.20 per share. Net income forecast to grow 1.3% next year vs 6.2% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥1,200 to JP¥1,100. Share price fell 7.1% to JP¥560 over the past week.
Price Target Changed • Nov 08Price target decreased to JP¥2,388Down from JP¥2,850, the current price target is an average from 2 analysts. New target price is 152% above last closing price of JP¥946. Stock is down 63% over the past year. The company is forecast to post earnings per share of JP¥68.35 for next year compared to JP¥64.71 last year.
Reported Earnings • May 01Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥19.50 (down from JP¥22.12 in FY 2025). Revenue: JP¥12.0b (up 1.7% from FY 2025). Net income: JP¥485.0m (down 12% from FY 2025). Profit margin: 4.0% (down from 4.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.
お知らせ • Apr 30J-Stream Inc., Annual General Meeting, Jun 25, 2026J-Stream Inc., Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 21J-Stream Inc. to Report Fiscal Year 2026 Results on Apr 30, 2026J-Stream Inc. announced that they will report fiscal year 2026 results on Apr 30, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥7.40 (vs JP¥10.58 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.40 (down from JP¥10.58 in 3Q 2025). Revenue: JP¥3.14b (flat on 3Q 2025). Net income: JP¥184.0m (down 30% from 3Q 2025). Profit margin: 5.9% (down from 8.3% in 3Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 06J-Stream Inc. to Report Q3, 2026 Results on Jan 29, 2026J-Stream Inc. announced that they will report Q3, 2026 results on Jan 29, 2026
分析記事 • Nov 06We Think J-Stream's (TSE:4308) Profit Is Only A Baseline For What They Can AchieveInvestors were underwhelmed by the solid earnings posted by J-Stream Inc. ( TSE:4308 ) recently. We have done some...
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥4.42 (vs JP¥6.19 in 2Q 2025)Second quarter 2026 results: EPS: JP¥4.42 (down from JP¥6.19 in 2Q 2025). Revenue: JP¥2.89b (down 3.7% from 2Q 2025). Net income: JP¥110.0m (down 29% from 2Q 2025). Profit margin: 3.8% (down from 5.1% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 01J-Stream Inc. (TSE:4308) agreed to acquire IPL Co., Ltd.J-Stream Inc. (TSE:4308) agreed to acquire IPL Co., Ltd. on September 30, 2025. For the period ending December 31, 2024, IPL Co., Ltd. reported total revenue of ¥452 million. As of December 31, 2024, IPL Co., Ltd. reported total assets of ¥493 million and total common equity of ¥294 million. The expected completion of the transaction is November 4, 2025.
お知らせ • Sep 01J-Stream Inc. to Report Q2, 2026 Results on Oct 30, 2025J-Stream Inc. announced that they will report Q2, 2026 results on Oct 30, 2025
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥3.70 (vs JP¥3.82 in 1Q 2025)First quarter 2026 results: EPS: JP¥3.70 (down from JP¥3.82 in 1Q 2025). Revenue: JP¥2.82b (up 2.6% from 1Q 2025). Net income: JP¥92.0m (down 3.2% from 1Q 2025). Profit margin: 3.3% (down from 3.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥22.12 (up from JP¥11.98 in FY 2024). Revenue: JP¥11.8b (up 4.7% from FY 2024). Net income: JP¥550.0m (up 85% from FY 2024). Profit margin: 4.7% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 27J-Stream Inc. to Report Q1, 2026 Results on Jul 30, 2025J-Stream Inc. announced that they will report Q1, 2026 results on Jul 30, 2025
分析記事 • May 07Statutory Profit Doesn't Reflect How Good J-Stream's (TSE:4308) Earnings AreJ-Stream Inc.'s ( TSE:4308 ) earnings announcement last week was disappointing for investors, despite the decent profit...
Reported Earnings • May 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥22.12 (up from JP¥11.98 in FY 2024). Revenue: JP¥11.8b (up 4.7% from FY 2024). Net income: JP¥550.0m (up 85% from FY 2024). Profit margin: 4.7% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 30J-Stream Inc., Annual General Meeting, Jun 26, 2025J-Stream Inc., Annual General Meeting, Jun 26, 2025.
New Risk • Apr 07New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥8.43b market cap, or US$57.6m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥339, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Entertainment industry in Japan. Total loss to shareholders of 51% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio and cash payout ratio are on the higher end at 77% and 81% respectively. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
Buy Or Sell Opportunity • Mar 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥402. The fair value is estimated to be JP¥334, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 50%. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
お知らせ • Mar 01J-Stream Inc. to Report Fiscal Year 2025 Results on Apr 30, 2025J-Stream Inc. announced that they will report fiscal year 2025 results on Apr 30, 2025
Buy Or Sell Opportunity • Feb 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to JP¥412. The fair value is estimated to be JP¥342, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 50%. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
Major Estimate Revision • Feb 11Consensus EPS estimates increase by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥16.10 to JP¥20.10. Revenue forecast steady at JP¥11.8b. Net income forecast to grow 12% next year vs 20% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥430 to JP¥650. Share price was steady at JP¥376 over the past week.
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥10.58 (vs JP¥5.75 in 3Q 2024)Third quarter 2025 results: EPS: JP¥10.58 (up from JP¥5.75 in 3Q 2024). Revenue: JP¥3.15b (up 8.3% from 3Q 2024). Net income: JP¥263.0m (up 84% from 3Q 2024). Profit margin: 8.3% (up from 4.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 03J-Stream Inc. to Report Q3, 2025 Results on Jan 30, 2025J-Stream Inc. announced that they will report Q3, 2025 results on Jan 30, 2025
分析記事 • Nov 10J-Stream Inc. Just Beat Revenue Estimates By 5.2%J-Stream Inc. ( TSE:4308 ) shareholders are probably feeling a little disappointed, since its shares fell 3.9% to...
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥6.19 (vs JP¥1.97 in 2Q 2024)Second quarter 2025 results: EPS: JP¥6.19 (up from JP¥1.97 in 2Q 2024). Revenue: JP¥3.00b (up 8.3% from 2Q 2024). Net income: JP¥154.0m (up 214% from 2Q 2024). Profit margin: 5.1% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 28J-Stream Inc. to Report Q2, 2025 Results on Oct 30, 2024J-Stream Inc. announced that they will report Q2, 2025 results on Oct 30, 2024
Buy Or Sell Opportunity • Aug 06Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to JP¥313. The fair value is estimated to be JP¥258, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has declined by 53%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 60% in the next 2 years.
分析記事 • Aug 06Why We're Not Concerned Yet About J-Stream Inc.'s (TSE:4308) 26% Share Price PlungeThe J-Stream Inc. ( TSE:4308 ) share price has fared very poorly over the last month, falling by a substantial 26%. The...
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 6.3% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 137% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (JP¥6.91b market cap, or US$48.5m).
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.14 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.82 (down from JP¥4.14 in 1Q 2024). Revenue: JP¥2.75b (down 2.2% from 1Q 2024). Net income: JP¥95.0m (down 7.8% from 1Q 2024). Profit margin: 3.5% (down from 3.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 28J-Stream Inc. to Report Q1, 2025 Results on Jul 30, 2024J-Stream Inc. announced that they will report Q1, 2025 results on Jul 30, 2024
Reported Earnings • May 01Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥11.98 (down from JP¥35.11 in FY 2023). Revenue: JP¥11.3b (down 9.9% from FY 2023). Net income: JP¥298.0m (down 66% from FY 2023). Profit margin: 2.6% (down from 7.0% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% per year and the company’s share price has also fallen by 46% per year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
お知らせ • Mar 02J-Stream Inc. to Report Fiscal Year 2024 Results on Apr 30, 2024J-Stream Inc. announced that they will report fiscal year 2024 results on Apr 30, 2024
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 20%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥11.5b to JP¥11.3b. EPS estimate rose from JP¥10.10 to JP¥12.10. Net income forecast to grow 11% next year vs 11% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥600 to JP¥430. Share price rose 2.4% to JP¥388 over the past week.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥5.75 (vs JP¥14.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥5.75 (down from JP¥14.88 in 3Q 2023). Revenue: JP¥2.91b (down 17% from 3Q 2023). Net income: JP¥143.0m (down 61% from 3Q 2023). Profit margin: 4.9% (down from 11% in 3Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 29J-Stream Inc. to Report Q3, 2024 Results on Jan 30, 2024J-Stream Inc. announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: JP¥1.97 (vs JP¥9.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.97 (down from JP¥9.29 in 2Q 2023). Revenue: JP¥2.77b (down 8.2% from 2Q 2023). Net income: JP¥49.0m (down 79% from 2Q 2023). Profit margin: 1.8% (down from 7.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 05J-Stream Inc. to Report Q2, 2024 Results on Oct 26, 2023J-Stream Inc. announced that they will report Q2, 2024 results on Oct 26, 2023
New Risk • Jul 29New 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (6.0% net profit margin). Market cap is less than US$100m (JP¥12.9b market cap, or US$91.6m).
Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥4.14 (vs JP¥9.17 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.14 (down from JP¥9.17 in 1Q 2023). Revenue: JP¥2.81b (down 2.6% from 1Q 2023). Net income: JP¥103.0m (down 55% from 1Q 2023). Profit margin: 3.7% (down from 7.9% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • Jul 18Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Buying Opportunity • Jul 03Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥723, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
お知らせ • Jun 28J-Stream Inc. to Report Q1, 2024 Results on Jul 27, 2023J-Stream Inc. announced that they will report Q1, 2024 results on Jul 27, 2023
Price Target Changed • May 16Price target decreased by 17% to JP¥1,000Down from JP¥1,200, the current price target is provided by 1 analyst. New target price is 86% above last closing price of JP¥537. Stock is down 25% over the past year. The company is forecast to post earnings per share of JP¥40.20 for next year compared to JP¥35.11 last year.
Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥35.11 (down from JP¥52.64 in FY 2022). Revenue: JP¥12.5b (flat on FY 2022). Net income: JP¥873.0m (down 33% from FY 2022). Profit margin: 7.0% (down from 11% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Entertainment 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 15% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).
Reported Earnings • Jan 27Third quarter 2023 earnings released: EPS: JP¥14.88 (vs JP¥14.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.88 (up from JP¥14.80 in 3Q 2022). Revenue: JP¥3.51b (up 12% from 3Q 2022). Net income: JP¥370.0m (flat on 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. 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 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 29J-Stream Inc. to Report Q3, 2023 Results on Jan 26, 2023J-Stream Inc. announced that they will report Q3, 2023 results on Jan 26, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. No independent directors (5 non-independent directors). Part-Time Auditor Manabu Onda was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Major Estimate Revision • Nov 05Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥12.9b to JP¥12.2b. EPS estimate also fell from JP¥48.30 per share to JP¥40.20 per share. Net income forecast to grow 1.3% next year vs 6.2% growth forecast for Entertainment industry in Japan. Consensus price target down from JP¥1,200 to JP¥1,100. Share price fell 7.1% to JP¥560 over the past week.
Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥9.29 (vs JP¥12.83 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.29 (down from JP¥12.83 in 2Q 2022). Revenue: JP¥3.02b (down 3.0% from 2Q 2022). Net income: JP¥231.0m (down 28% from 2Q 2022). Profit margin: 7.6% (down from 10% in 2Q 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 05J-Stream Inc. to Report Q2, 2023 Results on Oct 27, 2022J-Stream Inc. announced that they will report Q2, 2023 results on Oct 27, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥9.17 (vs JP¥14.60 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.17 (down from JP¥14.60 in 1Q 2022). Revenue: JP¥2.88b (down 9.1% from 1Q 2022). Net income: JP¥228.0m (down 37% from 1Q 2022). Profit margin: 7.9% (down from 12% in 1Q 2022). The decrease in margin was driven by lower revenue. 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 54% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 29J-Stream Inc. to Report Q1, 2023 Results on Jul 28, 2022J-Stream Inc. announced that they will report Q1, 2023 results on Jul 28, 2022
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥52.64 (down from JP¥64.71 in FY 2021). Revenue: JP¥12.4b (down 4.3% from FY 2021). Net income: JP¥1.31b (down 15% from FY 2021). Profit margin: 11% (down from 12% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Over the next year, revenue is forecast to grow 13%, compared to a 6.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. No independent directors (5 non-independent directors). Part-Time Auditor Manabu Onda was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 07J-Stream Inc. to Report Fiscal Year 2022 Results on Apr 27, 2022J-Stream Inc. announced that they will report fiscal year 2022 results on Apr 27, 2022
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥866, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 283% over the past three years.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥775, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Entertainment industry in Japan. Total returns to shareholders of 228% over the past three years.
Reported Earnings • Jan 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥14.80 (down from JP¥22.87 in 3Q 2021). Revenue: JP¥3.13b (down 17% from 3Q 2021). Net income: JP¥368.0m (down 34% from 3Q 2021). Profit margin: 12% (down from 15% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 23%, compared to a 5.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 08Price target decreased to JP¥2,388Down from JP¥2,850, the current price target is an average from 2 analysts. New target price is 152% above last closing price of JP¥946. Stock is down 63% over the past year. The company is forecast to post earnings per share of JP¥68.35 for next year compared to JP¥64.71 last year.
Reported Earnings • Oct 29Second quarter 2022 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.12b (down 6.6% from 2Q 2021). Net income: JP¥319.0m (down 31% from 2Q 2021). Profit margin: 10% (down from 14% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥29.20 (vs JP¥12.72 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥3.17b (up 38% from 1Q 2021). Net income: JP¥363.0m (up 145% from 1Q 2021). Profit margin: 12% (up from 6.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥3,910, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 24x in the Entertainment industry in Japan. Total returns to shareholders of 554% over the past three years.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥129 (vs JP¥21.40 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥13.0b (up 54% from FY 2020). Net income: JP¥1.55b (up JP¥1.30b from FY 2020). Profit margin: 12% (up from 2.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥5,280, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 27x in the Entertainment industry in Japan. Total returns to shareholders of 951% over the past three years.
Is New 90 Day High Low • Feb 18New 90-day low: JP¥4,705The company is down 8.0% from its price of JP¥5,130 on 20 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 25% over the same period.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥5,000, the stock is trading at a trailing P/E ratio of 46.8x, down from the previous P/E ratio of 58.9x. This compares to an average P/E of 32x in the Entertainment industry in Japan. Total returns to shareholders over the past three years are 1,017%.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 12%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 21%, compared to a 4.3% growth forecast for the Entertainment industry in Japan.
Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS JP¥45.74 (vs JP¥9.63 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.75b (up 59% from 3Q 2020). Net income: JP¥556.0m (up 396% from 3Q 2020). Profit margin: 15% (up from 4.8% 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 62% per year but the company’s share price has increased by 121% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Jan 25New 90-day high: JP¥6,550The company is up 87% from its price of JP¥3,495 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 14% over the same period.
お知らせ • Jan 12J-Stream Inc. to Report Q3, 2021 Results on Jan 28, 2021J-Stream Inc. announced that they will report Q3, 2021 results on Jan 28, 2021
Valuation Update With 7 Day Price Move • Dec 09Market pulls back on stock over the past weekAfter last week's 18% share price decline to JP¥5,250, the stock is trading at a trailing P/E ratio of 75.1x, down from the previous P/E ratio of 91.9x. This compares to an average P/E of 29x in the Entertainment industry in Japan. Total returns to shareholders over the past three years are 1,015%.
Is New 90 Day High Low • Dec 02New 90-day high: JP¥6,420The company is up 43% from its price of JP¥4,505 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 4.0% over the same period.
お知らせ • Oct 04J-Stream Inc. to Report Q2, 2021 Results on Oct 29, 2020J-Stream Inc. announced that they will report Q2, 2021 results on Oct 29, 2020
お知らせ • Oct 01J-Stream, Inc. announced that it expects to receive ¥6.912 million in funding from Daiwa Securities Co. Ltd.J-Stream, Inc. (TSE:4308) announced that it has entered into a purchase agreement with new investor Daiwa Securities Co. Ltd. for private placement of 8,000 first stock acquisition rights at a price of ¥864 per right for gross proceeds of ¥6,912,000 on September 30, 2020. Each right is exercisable at initial exercise price of ¥3,590 per share subject to minimum exercise price of ¥2,513 per share from October 19, 2020 to October 19, 2022. The rights are not transferable. The expected allotment and payment date is October 16, 2020.
お知らせ • Jun 20J-Stream Inc. to Report Q1, 2021 Results on Jul 30, 2020J-Stream Inc. announced that they will report Q1, 2021 results on Jul 30, 2020