Oricon（4800）株式概要オリコン株式会社は、ウェブサイトの企画・運営を行っています。 詳細4800 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績0/6財務の健全性5/6配当金5/6報酬収益は年間19.9%増加すると予測されています 2.71%の安定した配当金を支払う リスク分析JP市場と比較して、過去 3 か月間の株価の変動が非常に大きい財務結果に影響を与える大きな一時的項目 利益率(9.9%)は昨年より低い(20.2%) すべてのリスクチェックを見る4800 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.33k8.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08b2016201920222025202620282031Revenue JP¥8.1bEarnings JP¥798.7mAdvancedSet Fair ValueView all narrativesOricon Inc. 競合他社MarkLinesSymbol: TSE:3901Market cap: JP¥16.8buSonarSymbol: TSE:431AMarket cap: JP¥15.9bKamakura ShinshoSymbol: TSE:6184Market cap: JP¥18.8bJimotySymbol: TSE:7082Market cap: JP¥13.9b価格と性能株価の高値、安値、推移の概要Oricon過去の株価現在の株価JP¥1,329.0052週高値JP¥1,345.0052週安値JP¥767.00ベータ0.621ヶ月の変化17.30%3ヶ月変化52.76%1年変化71.48%3年間の変化43.37%5年間の変化23.28%IPOからの変化13.91%最新ニュースお知らせ • Jun 01Oricon Inc. to Report Q1, 2027 Results on Aug 07, 2026Oricon Inc. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026お知らせ • May 30Marunouchi Capital Fund 3, a fund managed by Marunouchi Capital Inc. proposed to acquire 63.10% stake in Oricon Inc. (TSE:4800) for ¥10.9 billion.Marunouchi Capital Fund 3, a fund managed by Marunouchi Capital Inc. proposed to acquire 63.10% stake in Oricon Inc. (TSE:4800) for ¥10.9 billion on May 28, 2026. A cash consideration of ¥10.94 billion valued at ¥1332 per share will be paid by Marunouchi Capital Fund 3 and Marunouchi Capital Inc. As part of consideration, ¥10.94 billion is paid towards common equity of Oricon Inc. The transaction is subject to minimum tender of 3.9 million shares and approval of merger agreement by target board. The deal has been recommended by the board of Oricon Inc. The Board of Directors of Oricon Inc. formed a special committee for the transaction. The tendering period will commence on May 29, 2026 and will close on July 29, 2026. Anderson Mori & Tomotsune acted as legal advisor for Oricon Inc. AGS Consulting Co., Ltd. acted as financial advisor for Oricon Inc. Mori Hamada & Matsumoto LPC acted as legal advisor for Marunouchi Capital Inc. SMBC Nikko Securities Inc. acted as financial advisor and tender offer agent for Marunouchi Capital Inc.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,332, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 67% over the past three years.Buy Or Sell Opportunity • May 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to JP¥1,332. The fair value is estimated to be JP¥1,087, however this is not to be taken as a sell 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 declined by 7.1%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.分析記事 • May 16There May Be Some Bright Spots In Oricon's (TSE:4800) EarningsInvestors were disappointed with the weak earnings posted by Oricon Inc. ( TSE:4800 ). Despite the soft profit numbers...New Risk • May 11New 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 7.4% 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 Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥12.8b market cap, or US$81.3m).最新情報をもっと見るRecent updatesお知らせ • Jun 01Oricon Inc. to Report Q1, 2027 Results on Aug 07, 2026Oricon Inc. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026お知らせ • May 30Marunouchi Capital Fund 3, a fund managed by Marunouchi Capital Inc. proposed to acquire 63.10% stake in Oricon Inc. (TSE:4800) for ¥10.9 billion.Marunouchi Capital Fund 3, a fund managed by Marunouchi Capital Inc. proposed to acquire 63.10% stake in Oricon Inc. (TSE:4800) for ¥10.9 billion on May 28, 2026. A cash consideration of ¥10.94 billion valued at ¥1332 per share will be paid by Marunouchi Capital Fund 3 and Marunouchi Capital Inc. As part of consideration, ¥10.94 billion is paid towards common equity of Oricon Inc. The transaction is subject to minimum tender of 3.9 million shares and approval of merger agreement by target board. The deal has been recommended by the board of Oricon Inc. The Board of Directors of Oricon Inc. formed a special committee for the transaction. The tendering period will commence on May 29, 2026 and will close on July 29, 2026. Anderson Mori & Tomotsune acted as legal advisor for Oricon Inc. AGS Consulting Co., Ltd. acted as financial advisor for Oricon Inc. Mori Hamada & Matsumoto LPC acted as legal advisor for Marunouchi Capital Inc. SMBC Nikko Securities Inc. acted as financial advisor and tender offer agent for Marunouchi Capital Inc.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,332, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 67% over the past three years.Buy Or Sell Opportunity • May 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to JP¥1,332. The fair value is estimated to be JP¥1,087, however this is not to be taken as a sell 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 declined by 7.1%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.分析記事 • May 16There May Be Some Bright Spots In Oricon's (TSE:4800) EarningsInvestors were disappointed with the weak earnings posted by Oricon Inc. ( TSE:4800 ). Despite the soft profit numbers...New Risk • May 11New 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 7.4% 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 Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥12.8b market cap, or US$81.3m).New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥14.5b market cap, or US$92.8m).Reported Earnings • May 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥48.67 (down from JP¥76.41 in FY 2025). Revenue: JP¥6.32b (up 29% from FY 2025). Net income: JP¥625.0m (down 37% from FY 2025). Profit margin: 9.9% (down from 20% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • May 08+ 1 more updateOricon Inc. to Report Fiscal Year 2026 Results on May 08, 2026Oricon Inc. announced that they will report fiscal year 2026 results on May 08, 2026Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥978, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Negligible returns to shareholders over past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥25.91 (vs JP¥24.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥25.91 (up from JP¥24.45 in 3Q 2025). Revenue: JP¥2.09b (up 74% from 3Q 2025). Net income: JP¥332.6m (up 4.7% from 3Q 2025). Profit margin: 16% (down from 26% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.分析記事 • Nov 30Oricon's (TSE:4800) Dividend Will Be ¥36.00The board of Oricon Inc. ( TSE:4800 ) has announced that it will pay a dividend on the 29th of June, with investors...お知らせ • Nov 29Oricon Inc. to Report Q3, 2026 Results on Feb 05, 2026Oricon Inc. announced that they will report Q3, 2026 results on Feb 05, 2026分析記事 • Nov 08Oricon (TSE:4800) Has Announced A Dividend Of ¥36.00Oricon Inc. ( TSE:4800 ) will pay a dividend of ¥36.00 on the 29th of June. Based on this payment, the dividend yield...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥18.52 (vs JP¥12.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.52 (up from JP¥12.11 in 2Q 2025). Revenue: JP¥1.47b (up 26% from 2Q 2025). Net income: JP¥237.8m (up 51% from 2Q 2025). Profit margin: 16% (up from 13% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Sep 02Oricon Inc. to Report Q2, 2026 Results on Nov 06, 2025Oricon Inc. announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥16.26 (vs JP¥22.67 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.26 (down from JP¥22.67 in 1Q 2025). Revenue: JP¥1.33b (up 13% from 1Q 2025). Net income: JP¥209.0m (down 29% from 1Q 2025). Profit margin: 16% (down from 25% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.お知らせ • Jun 04Oricon Inc. to Report Q1, 2026 Results on Aug 05, 2025Oricon Inc. announced that they will report Q1, 2026 results on Aug 05, 2025分析記事 • May 15We Think That There Are More Issues For Oricon (TSE:4800) Than Just Sluggish EarningsThe subdued market reaction suggests that Oricon Inc.'s ( TSE:4800 ) recent earnings didn't contain any surprises...Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥76.41 (down from JP¥79.98 in FY 2024). Revenue: JP¥4.92b (up 2.4% from FY 2024). Net income: JP¥992.0m (down 6.0% from FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.お知らせ • May 08Oricon Inc., Annual General Meeting, Jun 26, 2025Oricon Inc., Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Mar 01Oricon Inc. to Report Fiscal Year 2025 Results on May 08, 2025Oricon Inc. announced that they will report fiscal year 2025 results on May 08, 2025Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥24.47 (vs JP¥19.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.47 (up from JP¥19.91 in 3Q 2024). Revenue: JP¥1.21b (down 1.6% from 3Q 2024). Net income: JP¥318.0m (up 21% from 3Q 2024). Profit margin: 26% (up from 21% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 05Oricon Inc. (TSE:4800) announces an Equity Buyback for 200,000 shares, representing 1.52% for ¥200 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.52% of its share capital, for ¥200 million. The purpose of the program is to improve capital efficiency through investments in growth areas, enhance shareholder returns, and enable the implementation of flexible capital policies that respond to changes in the business environment. The share repurchase program will run until April 30, 2025. As of December 31, 2024, the company had 13,173,475 shares outstanding (excluding treasury shares) and 1,949,725 shares in treasury.お知らせ • Nov 30Oricon Inc. to Report Q3, 2025 Results on Feb 05, 2025Oricon Inc. announced that they will report Q3, 2025 results on Feb 05, 2025Declared Dividend • Nov 08Dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥12.11 (vs JP¥17.30 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.11 (down from JP¥17.30 in 2Q 2024). Revenue: JP¥1.17b (up 3.7% from 2Q 2024). Net income: JP¥157.4m (down 32% from 2Q 2024). Profit margin: 13% (down from 20% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Oct 15Oricon Inc. (TSE:4800) acquired Shinasa, K.K.Oricon Inc. (TSE:4800) acquired Shinasa, K.K. on October 15, 2024. Oricon Inc. (TSE:4800) completed the acquisition of Shinasa, K.K. on October 15, 2024.お知らせ • Aug 27Oricon Inc. to Report Q2, 2025 Results on Nov 06, 2024Oricon Inc. announced that they will report Q2, 2025 results on Nov 06, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥22.67 (vs JP¥17.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥22.67 (up from JP¥17.90 in 1Q 2024). Revenue: JP¥1.17b (up 4.9% from 1Q 2024). Net income: JP¥294.6m (up 24% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.分析記事 • Aug 07Oricon (TSE:4800) Is Reinvesting To Multiply In ValueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...お知らせ • Jun 06Oricon Inc. to Report Q1, 2025 Results on Aug 05, 2024Oricon Inc. announced that they will report Q1, 2025 results on Aug 05, 2024お知らせ • May 10Oricon Inc., Annual General Meeting, Jun 26, 2024Oricon Inc., Annual General Meeting, Jun 26, 2024.Reported Earnings • May 09Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥79.98 (down from JP¥82.41 in FY 2023). Revenue: JP¥4.80b (down 1.5% from FY 2023). Net income: JP¥1.06b (down 4.6% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 09+ 1 more updateOricon Inc. Announces Change in Dividend PolicyOricon Inc. announces that it will change its dividend policy as follows starting from FY2024, as detailed below. Details of Dividend Policy: [Before the Change]: Oricon regards the return of profits to shareholders as one of its most important management issues, and its basic policy is to continue to provide stable dividends as much as possible while securing the internal reserves necessary to strengthen its management base to prepare for future business development and rapid changes in management. [After the Change]: Oricon regards the return of profits to shareholders as one of its most important management issues, and its basic policy is to continue to provide stable dividends as much as possible with a target payout ratio of 40% while securing the internal reserves necessary to strengthen its management base to prepare for future business development and rapid changes in management. Reasons for the change: As a result of comprehensive consideration of financial situation, the future economic environment, and various indicators that are particularly important in the stock market, it will revise dividend policy to promote further shareholder returns. Schedule: This change will be applied from the fiscal year ending March 31, 2025.お知らせ • Apr 27+ 1 more updateOricon Inc. Revises Consolidated Earnings Guidance for the Full Year Ended March 31, 2024Oricon Inc. revised consolidated earnings guidance for the full year ended March 31, 2024. For the period, the company expects net sales to be JPY 4,800 million, operating profit to be JPY 1,556 million, net income attributable to owners of the parent to be JPY 1,055 million or JPY 79.99 per share compared to previous guidance of net sales to be JPY 5,100 million, operating profit to be JPY 1,830 million, net income attributable to owners of the parent to be JPY 1,180 million or JPY 88.77 per share.お知らせ • Apr 05Homma Yosuke acquired StayList Inc. from Oricon Inc. (TSE:4800).Homma Yosuke acquired StayList Inc. from Oricon Inc. (TSE:4800) on April 3, 2024.Homma Yosuke completed the acquisition of StayList Inc. from Oricon Inc. (TSE:4800) on April 3, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).分析記事 • Mar 03Oricon (TSE:4800) Has Announced A Dividend Of ¥27.00Oricon Inc. ( TSE:4800 ) will pay a dividend of ¥27.00 on the 1st of July. This means the annual payment is 3.2% of the...お知らせ • Mar 02Oricon Inc. to Report Fiscal Year 2024 Results on May 08, 2024Oricon Inc. announced that they will report fiscal year 2024 results on May 08, 2024Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥19.91 (vs JP¥21.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.91 (down from JP¥21.10 in 3Q 2023). Revenue: JP¥1.23b (down 1.5% from 3Q 2023). Net income: JP¥262.0m (down 6.8% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 03+ 1 more updateOricon Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Oricon Inc. provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 27 per share as compared to JPY 27 per share a year ago.お知らせ • Nov 29Oricon Inc. to Report Q3, 2024 Results on Feb 02, 2024Oricon Inc. announced that they will report Q3, 2024 results on Feb 02, 2024お知らせ • Nov 07Oricon Inc. (TSE:4800) announces an Equity Buyback for 300,000 shares, representing 2.23% for ¥300 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.23% of its share capital, for ¥300 million. The purpose of the program is to ensure financial soundness, improve capital efficiency through investment in growth fields, enhance shareholder returns, and enable flexible execution of capital policies in response to changes in the business environment. The share repurchase program will run until January 31, 2024. As of September 30, 2023, the company had 13,473,522 shares outstanding (excluding treasury shares) and 1,649,678 shares in treasury.Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥17.30 (vs JP¥21.13 in 2Q 2023)Second quarter 2024 results: EPS: JP¥17.30 (down from JP¥21.13 in 2Q 2023). Revenue: JP¥1.13b (down 5.4% from 2Q 2023). Net income: JP¥230.0m (down 19% from 2Q 2023). Profit margin: 20% (down from 24% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 30Oricon Inc. to Report Q2, 2024 Results on Nov 06, 2023Oricon Inc. announced that they will report Q2, 2024 results on Nov 06, 2023Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥17.95 (vs JP¥19.16 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.95 (down from JP¥19.16 in 1Q 2023). Revenue: JP¥1.11b (down 5.2% from 1Q 2023). Net income: JP¥238.6m (down 8.2% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 31Oricon Inc. to Report Q1, 2024 Results on Aug 04, 2023Oricon Inc. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥82.41 (up from JP¥74.17 in FY 2022). Revenue: JP¥4.88b (up 8.3% from FY 2022). Net income: JP¥1.11b (up 9.4% from FY 2022). Profit margin: 23% (in line with FY 2022). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 6.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 11Oricon Inc., Annual General Meeting, Jun 28, 2023Oricon Inc., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥21.10 (vs JP¥17.52 in 3Q 2022)Third quarter 2023 results: EPS: JP¥21.10 (up from JP¥17.52 in 3Q 2022). Revenue: JP¥1.24b (up 15% from 3Q 2022). Net income: JP¥281.0m (up 18% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 04+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales to be JPY 4,850 million, operating profit to be JPY 1,650 million, net income attributable to owners of the parent to be JPY 1,070 million and basic earnings per share to be JPY 78.83.お知らせ • Dec 01Oricon Inc. to Report Q3, 2023 Results on Feb 03, 2023Oricon Inc. announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16Less 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 Tsunehiro Sasanami was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥21.13 (vs JP¥16.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.13 (up from JP¥16.40 in 2Q 2022). Revenue: JP¥1.20b (up 6.4% from 2Q 2022). Net income: JP¥285.0m (up 28% from 2Q 2022). Profit margin: 24% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Nov 05+ 1 more updateOricon Inc. Provides Financial Guidance for the Year Ending March 2023Oricon Inc. provided financial guidance for the year ending march 2023. For the period, the company expected net sales of JPY 4,850 million, Operating profit of JPY 1,650 million, Profit attributable to owners of parent of JPY 1,070 million and Basic earnings per share of JPY 78.83.お知らせ • Aug 31Oricon Inc. to Report Q2, 2023 Results on Nov 04, 2022Oricon Inc. announced that they will report Q2, 2023 results on Nov 04, 2022お知らせ • Aug 24Oricon Inc. (TSE:4800) announces an Equity Buyback for 300,000 shares, representing 2.21% for ¥360 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.21% of its share capital, for ¥360 million. The purpose of the program is to ensure financial soundness, improve capital efficiency through investment in growth fields, enhance shareholder returns, and enable flexible execution of capital policies in response to changes in the business environment. The share repurchase program will run until October 31, 2022. As of March 31, 2022, the company had 13,573,322 shares outstanding (excluding treasury shares) and 1,549,878 shares in treasury.お知らせ • Aug 07Oricon Inc. Provides Dividend Guidance for the Year End March 2023Oricon Inc. provides dividend guidance for the year end March 2023. For the period, The company expects dividend of JPY 24 per share.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥19.16 (vs JP¥18.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.16 (up from JP¥18.53 in 1Q 2022). Revenue: JP¥1.18b (up 6.5% from 1Q 2022). Net income: JP¥260.0m (up 2.0% from 1Q 2022). Profit margin: 22% (down from 23% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Aug 06Oricon Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the year ending March 31,2023. For the year, the company expected, net sales to be JPY 4,850 million, Operating profit to be JPY 1,650 million, Profit attributable to owners of parent to be JPY 1,070 million and Basic earnings per share to be JPY 78.83.Reported Earnings • Jun 26Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥74.17 (up from JP¥62.23 in FY 2021). Revenue: JP¥4.50b (up 12% from FY 2021). Net income: JP¥1.01b (up 18% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 5.6%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • May 29Oricon Inc. to Report Q1, 2023 Results on Aug 05, 2022Oricon Inc. announced that they will report Q1, 2023 results on Aug 05, 2022お知らせ • May 12+ 1 more updateOricon Inc. Announces Dividend for Year End March 2022, Payable on June 23, 2022; Provides Dividend Guidance for the Year End March 2023Oricon Inc. announced dividend of JPY 23.00 per share for year end March 2022. Dividend payable date (as planned) is June 23, 2022.For the year end March 2023, the company expected dividend to be JPY 24.00 per share.Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥74.17 (up from JP¥62.23 in FY 2021). Revenue: JP¥4.50b (up 12% from FY 2021). Net income: JP¥1.01b (up 18% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 6.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 10Oricon Inc., Annual General Meeting, Jun 22, 2022Oricon Inc., Annual General Meeting, Jun 22, 2022.Board Change • Apr 27Less 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 Tsunehiro Sasanami was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Oricon Inc. to Report Fiscal Year 2022 Results on May 10, 2022Oricon Inc. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 07Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥17.52 (up from JP¥12.23 in 3Q 2021). Revenue: JP¥1.08b (up 9.3% from 3Q 2021). Net income: JP¥238.0m (up 41% from 3Q 2021). Profit margin: 22% (up from 17% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 7.8%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year.お知らせ • Feb 05+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expected net sales of JPY 4,460 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 960 million and basic earnings per share of JPY 70.33.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥16.40 (vs JP¥18.52 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.12b (up 13% from 2Q 2021). Net income: JP¥223.0m (down 13% from 2Q 2021). Profit margin: 20% (down from 26% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 06Oricon Inc. (JASDAQ:4800) announces an Equity Buyback for 100,000 shares, for ¥15 million.Oricon Inc. (JASDAQ:4800) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.73% of its share capital, for ¥150 million. The company will repurchase its shares in order to enable the implementation of a flexible capital policy in response to changes in the business environment, along with enhancing shareholder returns. The share repurchase program will run until August 31, 2021. As of June 30, 2021, the company had 13,673,353 shares outstanding (excluding treasury shares) and 1,449,847 shares in treasury.Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥18.53 (vs JP¥16.80 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥1.10b (up 14% from 1Q 2021). Net income: JP¥255.0m (up 9.9% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,041, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,366 per share.Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥62.23 (vs JP¥55.65 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¥4.03b (down 3.4% from FY 2020). Net income: JP¥860.0m (up 12% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jun 03Price target increased to JP¥1,360Up from JP¥1,195, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥1,111. Stock is up 19% over the past year.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥62.23 (vs JP¥55.65 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¥4.03b (down 3.4% from FY 2020). Net income: JP¥860.0m (up 12% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Oricon Inc. (JASDAQ:4800) announces an Equity Buyback for 150,000 shares, representing 1.09% for ¥225 million.Oricon Inc. (JASDAQ:4800) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 1.09% of its share capital, for ¥225 million. The company will repurchase its shares in order to enable the implementation of a flexible capital policy in response to changes in the business environment, along with enhancing shareholder returns. The share repurchase program will run until June 30, 2021. As of May 12, 2021, the company had 13,823,353 shares outstanding (excluding treasury shares) and 1,299,847 shares in treasury.Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,079, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 31x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,294 per share.分析記事 • May 04What Is Oricon Inc.'s (TYO:4800) Share Price Doing?Oricon Inc. ( TYO:4800 ), is not the largest company out there, but it led the JASDAQ gainers with a relatively large...Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.2%).分析記事 • Mar 22Is Now The Time To Put Oricon (TYO:4800) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Mar 08Declining Stock and Solid Fundamentals: Is The Market Wrong About Oricon Inc. (TYO:4800)?With its stock down 19% over the past three months, it is easy to disregard Oricon (TYO:4800). However, a closer look...お知らせ • Mar 04Oricon Inc. to Report Fiscal Year 2021 Results on May 11, 2021Oricon Inc. announced that they will report fiscal year 2021 results on May 11, 2021Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,129, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 15.8x. This compares to an average P/E of 46x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 266%.分析記事 • Feb 21Will Oricon (TYO:4800) Become A Multi-Bagger?To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Is New 90 Day High Low • Feb 17New 90-day low: JP¥970The company is down 20% from its price of JP¥1,205 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,072 per share.株主還元4800JP Interactive Media and ServicesJP 市場7D0.08%-1.6%-0.2%1Y71.5%-15.5%42.7%株主還元を見る業界別リターン: 4800過去 1 年間で-15.5 % の収益を上げたJP Interactive Media and Services業界を上回りました。リターン対市場: 4800過去 1 年間で42.7 % の収益を上げたJP市場を上回りました。価格変動Is 4800's price volatile compared to industry and market?4800 volatility4800 Average Weekly Movement9.7%Interactive Media and Services Industry Average Movement5.6%Market Average Movement4.7%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 4800の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 4800の weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1999187Koh Koikewww.oricon.jpウェブサイトの企画・運営を行うオリコン。また、ニュース配信、ウェブサイト運営、コンサルティングサービス、データベース＆ソリューション、ランキングや音楽情報などの携帯電話向けコンテンツ、顧客満足度調査サービスなども提供している。同社は1999年に設立され、東京に本社を置いている。もっと見るOricon Inc. 基礎のまとめOricon の収益と売上を時価総額と比較するとどうか。4800 基礎統計学時価総額JP¥17.06b収益（TTM）JP¥625.40m売上高(TTM)JP¥6.32b27.3xPER（株価収益率2.7xP/Sレシオ4800 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4800 損益計算書（TTM）収益JP¥6.32b売上原価JP¥2.61b売上総利益JP¥3.71bその他の費用JP¥3.08b収益JP¥625.40m直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）48.72グロス・マージン58.67%純利益率9.89%有利子負債／自己資本比率2.9%4800 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り74%配当性向4800 配当は確実ですか？4800 配当履歴とベンチマークを見る4800 、いつまでに購入すれば配当金を受け取れますか？Oricon 配当日配当落ち日Mar 30 2026配当支払日Jun 26 2026配当落ちまでの日数71 days配当支払日までの日数17 days4800 配当は確実ですか？4800 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/08 17:10終値2026/06/08 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Oricon 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。2 アナリスト機関Nobuo KurahashiIchiyoshi Research Institute Inc.Yukari HousuiTokai Tokyo Intelligence Laboratory Co., Ltd.
お知らせ • Jun 01Oricon Inc. to Report Q1, 2027 Results on Aug 07, 2026Oricon Inc. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026
お知らせ • May 30Marunouchi Capital Fund 3, a fund managed by Marunouchi Capital Inc. proposed to acquire 63.10% stake in Oricon Inc. (TSE:4800) for ¥10.9 billion.Marunouchi Capital Fund 3, a fund managed by Marunouchi Capital Inc. proposed to acquire 63.10% stake in Oricon Inc. (TSE:4800) for ¥10.9 billion on May 28, 2026. A cash consideration of ¥10.94 billion valued at ¥1332 per share will be paid by Marunouchi Capital Fund 3 and Marunouchi Capital Inc. As part of consideration, ¥10.94 billion is paid towards common equity of Oricon Inc. The transaction is subject to minimum tender of 3.9 million shares and approval of merger agreement by target board. The deal has been recommended by the board of Oricon Inc. The Board of Directors of Oricon Inc. formed a special committee for the transaction. The tendering period will commence on May 29, 2026 and will close on July 29, 2026. Anderson Mori & Tomotsune acted as legal advisor for Oricon Inc. AGS Consulting Co., Ltd. acted as financial advisor for Oricon Inc. Mori Hamada & Matsumoto LPC acted as legal advisor for Marunouchi Capital Inc. SMBC Nikko Securities Inc. acted as financial advisor and tender offer agent for Marunouchi Capital Inc.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,332, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 67% over the past three years.
Buy Or Sell Opportunity • May 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to JP¥1,332. The fair value is estimated to be JP¥1,087, however this is not to be taken as a sell 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 declined by 7.1%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
分析記事 • May 16There May Be Some Bright Spots In Oricon's (TSE:4800) EarningsInvestors were disappointed with the weak earnings posted by Oricon Inc. ( TSE:4800 ). Despite the soft profit numbers...
New Risk • May 11New 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 7.4% 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 Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥12.8b market cap, or US$81.3m).
お知らせ • Jun 01Oricon Inc. to Report Q1, 2027 Results on Aug 07, 2026Oricon Inc. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026
お知らせ • May 30Marunouchi Capital Fund 3, a fund managed by Marunouchi Capital Inc. proposed to acquire 63.10% stake in Oricon Inc. (TSE:4800) for ¥10.9 billion.Marunouchi Capital Fund 3, a fund managed by Marunouchi Capital Inc. proposed to acquire 63.10% stake in Oricon Inc. (TSE:4800) for ¥10.9 billion on May 28, 2026. A cash consideration of ¥10.94 billion valued at ¥1332 per share will be paid by Marunouchi Capital Fund 3 and Marunouchi Capital Inc. As part of consideration, ¥10.94 billion is paid towards common equity of Oricon Inc. The transaction is subject to minimum tender of 3.9 million shares and approval of merger agreement by target board. The deal has been recommended by the board of Oricon Inc. The Board of Directors of Oricon Inc. formed a special committee for the transaction. The tendering period will commence on May 29, 2026 and will close on July 29, 2026. Anderson Mori & Tomotsune acted as legal advisor for Oricon Inc. AGS Consulting Co., Ltd. acted as financial advisor for Oricon Inc. Mori Hamada & Matsumoto LPC acted as legal advisor for Marunouchi Capital Inc. SMBC Nikko Securities Inc. acted as financial advisor and tender offer agent for Marunouchi Capital Inc.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,332, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 67% over the past three years.
Buy Or Sell Opportunity • May 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to JP¥1,332. The fair value is estimated to be JP¥1,087, however this is not to be taken as a sell 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 declined by 7.1%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
分析記事 • May 16There May Be Some Bright Spots In Oricon's (TSE:4800) EarningsInvestors were disappointed with the weak earnings posted by Oricon Inc. ( TSE:4800 ). Despite the soft profit numbers...
New Risk • May 11New 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 7.4% 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 Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥12.8b market cap, or US$81.3m).
New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥14.5b market cap, or US$92.8m).
Reported Earnings • May 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥48.67 (down from JP¥76.41 in FY 2025). Revenue: JP¥6.32b (up 29% from FY 2025). Net income: JP¥625.0m (down 37% from FY 2025). Profit margin: 9.9% (down from 20% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • May 08+ 1 more updateOricon Inc. to Report Fiscal Year 2026 Results on May 08, 2026Oricon Inc. announced that they will report fiscal year 2026 results on May 08, 2026
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥978, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Negligible returns to shareholders over past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥25.91 (vs JP¥24.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥25.91 (up from JP¥24.45 in 3Q 2025). Revenue: JP¥2.09b (up 74% from 3Q 2025). Net income: JP¥332.6m (up 4.7% from 3Q 2025). Profit margin: 16% (down from 26% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
分析記事 • Nov 30Oricon's (TSE:4800) Dividend Will Be ¥36.00The board of Oricon Inc. ( TSE:4800 ) has announced that it will pay a dividend on the 29th of June, with investors...
お知らせ • Nov 29Oricon Inc. to Report Q3, 2026 Results on Feb 05, 2026Oricon Inc. announced that they will report Q3, 2026 results on Feb 05, 2026
分析記事 • Nov 08Oricon (TSE:4800) Has Announced A Dividend Of ¥36.00Oricon Inc. ( TSE:4800 ) will pay a dividend of ¥36.00 on the 29th of June. Based on this payment, the dividend yield...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥18.52 (vs JP¥12.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.52 (up from JP¥12.11 in 2Q 2025). Revenue: JP¥1.47b (up 26% from 2Q 2025). Net income: JP¥237.8m (up 51% from 2Q 2025). Profit margin: 16% (up from 13% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Sep 02Oricon Inc. to Report Q2, 2026 Results on Nov 06, 2025Oricon Inc. announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥16.26 (vs JP¥22.67 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.26 (down from JP¥22.67 in 1Q 2025). Revenue: JP¥1.33b (up 13% from 1Q 2025). Net income: JP¥209.0m (down 29% from 1Q 2025). Profit margin: 16% (down from 25% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.
お知らせ • Jun 04Oricon Inc. to Report Q1, 2026 Results on Aug 05, 2025Oricon Inc. announced that they will report Q1, 2026 results on Aug 05, 2025
分析記事 • May 15We Think That There Are More Issues For Oricon (TSE:4800) Than Just Sluggish EarningsThe subdued market reaction suggests that Oricon Inc.'s ( TSE:4800 ) recent earnings didn't contain any surprises...
Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥76.41 (down from JP¥79.98 in FY 2024). Revenue: JP¥4.92b (up 2.4% from FY 2024). Net income: JP¥992.0m (down 6.0% from FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • May 08Oricon Inc., Annual General Meeting, Jun 26, 2025Oricon Inc., Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Mar 01Oricon Inc. to Report Fiscal Year 2025 Results on May 08, 2025Oricon Inc. announced that they will report fiscal year 2025 results on May 08, 2025
Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥24.47 (vs JP¥19.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.47 (up from JP¥19.91 in 3Q 2024). Revenue: JP¥1.21b (down 1.6% from 3Q 2024). Net income: JP¥318.0m (up 21% from 3Q 2024). Profit margin: 26% (up from 21% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 05Oricon Inc. (TSE:4800) announces an Equity Buyback for 200,000 shares, representing 1.52% for ¥200 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.52% of its share capital, for ¥200 million. The purpose of the program is to improve capital efficiency through investments in growth areas, enhance shareholder returns, and enable the implementation of flexible capital policies that respond to changes in the business environment. The share repurchase program will run until April 30, 2025. As of December 31, 2024, the company had 13,173,475 shares outstanding (excluding treasury shares) and 1,949,725 shares in treasury.
お知らせ • Nov 30Oricon Inc. to Report Q3, 2025 Results on Feb 05, 2025Oricon Inc. announced that they will report Q3, 2025 results on Feb 05, 2025
Declared Dividend • Nov 08Dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥12.11 (vs JP¥17.30 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.11 (down from JP¥17.30 in 2Q 2024). Revenue: JP¥1.17b (up 3.7% from 2Q 2024). Net income: JP¥157.4m (down 32% from 2Q 2024). Profit margin: 13% (down from 20% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Oct 15Oricon Inc. (TSE:4800) acquired Shinasa, K.K.Oricon Inc. (TSE:4800) acquired Shinasa, K.K. on October 15, 2024. Oricon Inc. (TSE:4800) completed the acquisition of Shinasa, K.K. on October 15, 2024.
お知らせ • Aug 27Oricon Inc. to Report Q2, 2025 Results on Nov 06, 2024Oricon Inc. announced that they will report Q2, 2025 results on Nov 06, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥22.67 (vs JP¥17.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥22.67 (up from JP¥17.90 in 1Q 2024). Revenue: JP¥1.17b (up 4.9% from 1Q 2024). Net income: JP¥294.6m (up 24% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
分析記事 • Aug 07Oricon (TSE:4800) Is Reinvesting To Multiply In ValueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
お知らせ • Jun 06Oricon Inc. to Report Q1, 2025 Results on Aug 05, 2024Oricon Inc. announced that they will report Q1, 2025 results on Aug 05, 2024
お知らせ • May 10Oricon Inc., Annual General Meeting, Jun 26, 2024Oricon Inc., Annual General Meeting, Jun 26, 2024.
Reported Earnings • May 09Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥79.98 (down from JP¥82.41 in FY 2023). Revenue: JP¥4.80b (down 1.5% from FY 2023). Net income: JP¥1.06b (down 4.6% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 09+ 1 more updateOricon Inc. Announces Change in Dividend PolicyOricon Inc. announces that it will change its dividend policy as follows starting from FY2024, as detailed below. Details of Dividend Policy: [Before the Change]: Oricon regards the return of profits to shareholders as one of its most important management issues, and its basic policy is to continue to provide stable dividends as much as possible while securing the internal reserves necessary to strengthen its management base to prepare for future business development and rapid changes in management. [After the Change]: Oricon regards the return of profits to shareholders as one of its most important management issues, and its basic policy is to continue to provide stable dividends as much as possible with a target payout ratio of 40% while securing the internal reserves necessary to strengthen its management base to prepare for future business development and rapid changes in management. Reasons for the change: As a result of comprehensive consideration of financial situation, the future economic environment, and various indicators that are particularly important in the stock market, it will revise dividend policy to promote further shareholder returns. Schedule: This change will be applied from the fiscal year ending March 31, 2025.
お知らせ • Apr 27+ 1 more updateOricon Inc. Revises Consolidated Earnings Guidance for the Full Year Ended March 31, 2024Oricon Inc. revised consolidated earnings guidance for the full year ended March 31, 2024. For the period, the company expects net sales to be JPY 4,800 million, operating profit to be JPY 1,556 million, net income attributable to owners of the parent to be JPY 1,055 million or JPY 79.99 per share compared to previous guidance of net sales to be JPY 5,100 million, operating profit to be JPY 1,830 million, net income attributable to owners of the parent to be JPY 1,180 million or JPY 88.77 per share.
お知らせ • Apr 05Homma Yosuke acquired StayList Inc. from Oricon Inc. (TSE:4800).Homma Yosuke acquired StayList Inc. from Oricon Inc. (TSE:4800) on April 3, 2024.Homma Yosuke completed the acquisition of StayList Inc. from Oricon Inc. (TSE:4800) on April 3, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).
分析記事 • Mar 03Oricon (TSE:4800) Has Announced A Dividend Of ¥27.00Oricon Inc. ( TSE:4800 ) will pay a dividend of ¥27.00 on the 1st of July. This means the annual payment is 3.2% of the...
お知らせ • Mar 02Oricon Inc. to Report Fiscal Year 2024 Results on May 08, 2024Oricon Inc. announced that they will report fiscal year 2024 results on May 08, 2024
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥19.91 (vs JP¥21.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.91 (down from JP¥21.10 in 3Q 2023). Revenue: JP¥1.23b (down 1.5% from 3Q 2023). Net income: JP¥262.0m (down 6.8% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 03+ 1 more updateOricon Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Oricon Inc. provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 27 per share as compared to JPY 27 per share a year ago.
お知らせ • Nov 29Oricon Inc. to Report Q3, 2024 Results on Feb 02, 2024Oricon Inc. announced that they will report Q3, 2024 results on Feb 02, 2024
お知らせ • Nov 07Oricon Inc. (TSE:4800) announces an Equity Buyback for 300,000 shares, representing 2.23% for ¥300 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.23% of its share capital, for ¥300 million. The purpose of the program is to ensure financial soundness, improve capital efficiency through investment in growth fields, enhance shareholder returns, and enable flexible execution of capital policies in response to changes in the business environment. The share repurchase program will run until January 31, 2024. As of September 30, 2023, the company had 13,473,522 shares outstanding (excluding treasury shares) and 1,649,678 shares in treasury.
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥17.30 (vs JP¥21.13 in 2Q 2023)Second quarter 2024 results: EPS: JP¥17.30 (down from JP¥21.13 in 2Q 2023). Revenue: JP¥1.13b (down 5.4% from 2Q 2023). Net income: JP¥230.0m (down 19% from 2Q 2023). Profit margin: 20% (down from 24% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 30Oricon Inc. to Report Q2, 2024 Results on Nov 06, 2023Oricon Inc. announced that they will report Q2, 2024 results on Nov 06, 2023
Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥17.95 (vs JP¥19.16 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.95 (down from JP¥19.16 in 1Q 2023). Revenue: JP¥1.11b (down 5.2% from 1Q 2023). Net income: JP¥238.6m (down 8.2% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 31Oricon Inc. to Report Q1, 2024 Results on Aug 04, 2023Oricon Inc. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥82.41 (up from JP¥74.17 in FY 2022). Revenue: JP¥4.88b (up 8.3% from FY 2022). Net income: JP¥1.11b (up 9.4% from FY 2022). Profit margin: 23% (in line with FY 2022). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 6.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 11Oricon Inc., Annual General Meeting, Jun 28, 2023Oricon Inc., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥21.10 (vs JP¥17.52 in 3Q 2022)Third quarter 2023 results: EPS: JP¥21.10 (up from JP¥17.52 in 3Q 2022). Revenue: JP¥1.24b (up 15% from 3Q 2022). Net income: JP¥281.0m (up 18% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 04+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales to be JPY 4,850 million, operating profit to be JPY 1,650 million, net income attributable to owners of the parent to be JPY 1,070 million and basic earnings per share to be JPY 78.83.
お知らせ • Dec 01Oricon Inc. to Report Q3, 2023 Results on Feb 03, 2023Oricon Inc. announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16Less 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 Tsunehiro Sasanami was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥21.13 (vs JP¥16.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.13 (up from JP¥16.40 in 2Q 2022). Revenue: JP¥1.20b (up 6.4% from 2Q 2022). Net income: JP¥285.0m (up 28% from 2Q 2022). Profit margin: 24% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Nov 05+ 1 more updateOricon Inc. Provides Financial Guidance for the Year Ending March 2023Oricon Inc. provided financial guidance for the year ending march 2023. For the period, the company expected net sales of JPY 4,850 million, Operating profit of JPY 1,650 million, Profit attributable to owners of parent of JPY 1,070 million and Basic earnings per share of JPY 78.83.
お知らせ • Aug 31Oricon Inc. to Report Q2, 2023 Results on Nov 04, 2022Oricon Inc. announced that they will report Q2, 2023 results on Nov 04, 2022
お知らせ • Aug 24Oricon Inc. (TSE:4800) announces an Equity Buyback for 300,000 shares, representing 2.21% for ¥360 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.21% of its share capital, for ¥360 million. The purpose of the program is to ensure financial soundness, improve capital efficiency through investment in growth fields, enhance shareholder returns, and enable flexible execution of capital policies in response to changes in the business environment. The share repurchase program will run until October 31, 2022. As of March 31, 2022, the company had 13,573,322 shares outstanding (excluding treasury shares) and 1,549,878 shares in treasury.
お知らせ • Aug 07Oricon Inc. Provides Dividend Guidance for the Year End March 2023Oricon Inc. provides dividend guidance for the year end March 2023. For the period, The company expects dividend of JPY 24 per share.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥19.16 (vs JP¥18.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.16 (up from JP¥18.53 in 1Q 2022). Revenue: JP¥1.18b (up 6.5% from 1Q 2022). Net income: JP¥260.0m (up 2.0% from 1Q 2022). Profit margin: 22% (down from 23% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Aug 06Oricon Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the year ending March 31,2023. For the year, the company expected, net sales to be JPY 4,850 million, Operating profit to be JPY 1,650 million, Profit attributable to owners of parent to be JPY 1,070 million and Basic earnings per share to be JPY 78.83.
Reported Earnings • Jun 26Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥74.17 (up from JP¥62.23 in FY 2021). Revenue: JP¥4.50b (up 12% from FY 2021). Net income: JP¥1.01b (up 18% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 5.6%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • May 29Oricon Inc. to Report Q1, 2023 Results on Aug 05, 2022Oricon Inc. announced that they will report Q1, 2023 results on Aug 05, 2022
お知らせ • May 12+ 1 more updateOricon Inc. Announces Dividend for Year End March 2022, Payable on June 23, 2022; Provides Dividend Guidance for the Year End March 2023Oricon Inc. announced dividend of JPY 23.00 per share for year end March 2022. Dividend payable date (as planned) is June 23, 2022.For the year end March 2023, the company expected dividend to be JPY 24.00 per share.
Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥74.17 (up from JP¥62.23 in FY 2021). Revenue: JP¥4.50b (up 12% from FY 2021). Net income: JP¥1.01b (up 18% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 6.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 10Oricon Inc., Annual General Meeting, Jun 22, 2022Oricon Inc., Annual General Meeting, Jun 22, 2022.
Board Change • Apr 27Less 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 Tsunehiro Sasanami was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Oricon Inc. to Report Fiscal Year 2022 Results on May 10, 2022Oricon Inc. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥17.52 (up from JP¥12.23 in 3Q 2021). Revenue: JP¥1.08b (up 9.3% from 3Q 2021). Net income: JP¥238.0m (up 41% from 3Q 2021). Profit margin: 22% (up from 17% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 7.8%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Feb 05+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expected net sales of JPY 4,460 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 960 million and basic earnings per share of JPY 70.33.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥16.40 (vs JP¥18.52 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.12b (up 13% from 2Q 2021). Net income: JP¥223.0m (down 13% from 2Q 2021). Profit margin: 20% (down from 26% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 06Oricon Inc. (JASDAQ:4800) announces an Equity Buyback for 100,000 shares, for ¥15 million.Oricon Inc. (JASDAQ:4800) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.73% of its share capital, for ¥150 million. The company will repurchase its shares in order to enable the implementation of a flexible capital policy in response to changes in the business environment, along with enhancing shareholder returns. The share repurchase program will run until August 31, 2021. As of June 30, 2021, the company had 13,673,353 shares outstanding (excluding treasury shares) and 1,449,847 shares in treasury.
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥18.53 (vs JP¥16.80 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥1.10b (up 14% from 1Q 2021). Net income: JP¥255.0m (up 9.9% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,041, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,366 per share.
Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥62.23 (vs JP¥55.65 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¥4.03b (down 3.4% from FY 2020). Net income: JP¥860.0m (up 12% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jun 03Price target increased to JP¥1,360Up from JP¥1,195, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥1,111. Stock is up 19% over the past year.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥62.23 (vs JP¥55.65 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¥4.03b (down 3.4% from FY 2020). Net income: JP¥860.0m (up 12% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Oricon Inc. (JASDAQ:4800) announces an Equity Buyback for 150,000 shares, representing 1.09% for ¥225 million.Oricon Inc. (JASDAQ:4800) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 1.09% of its share capital, for ¥225 million. The company will repurchase its shares in order to enable the implementation of a flexible capital policy in response to changes in the business environment, along with enhancing shareholder returns. The share repurchase program will run until June 30, 2021. As of May 12, 2021, the company had 13,823,353 shares outstanding (excluding treasury shares) and 1,299,847 shares in treasury.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,079, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 31x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,294 per share.
分析記事 • May 04What Is Oricon Inc.'s (TYO:4800) Share Price Doing?Oricon Inc. ( TYO:4800 ), is not the largest company out there, but it led the JASDAQ gainers with a relatively large...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.2%).
分析記事 • Mar 22Is Now The Time To Put Oricon (TYO:4800) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Mar 08Declining Stock and Solid Fundamentals: Is The Market Wrong About Oricon Inc. (TYO:4800)?With its stock down 19% over the past three months, it is easy to disregard Oricon (TYO:4800). However, a closer look...
お知らせ • Mar 04Oricon Inc. to Report Fiscal Year 2021 Results on May 11, 2021Oricon Inc. announced that they will report fiscal year 2021 results on May 11, 2021
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,129, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 15.8x. This compares to an average P/E of 46x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 266%.
分析記事 • Feb 21Will Oricon (TYO:4800) Become A Multi-Bagger?To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Is New 90 Day High Low • Feb 17New 90-day low: JP¥970The company is down 20% from its price of JP¥1,205 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,072 per share.
