View Financial HealthExtremeLtd 配当と自社株買い配当金 基準チェック /56ExtremeLtdは配当を支払う会社で、現在の利回りは4.48%ですが、利益によって十分にカバーされています。次の支払い日は 25th June, 2026で、権利落ち日は30th March, 2026 。主要情報4.5%配当利回り-0.01%バイバック利回り総株主利回り4.5%将来の配当利回り4.5%配当成長14.4%次回配当支払日25 Jun 26配当落ち日30 Mar 26一株当たり配当金n/a配当性向21%最近の配当と自社株買いの更新Upcoming Dividend • Mar 23Upcoming dividend of JP¥62.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).お知らせ • Nov 13Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.48% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.48% of its issued share capital, for ¥100 million. The acquisition is aimed at implementing a flexible capital policy in response to future changes in the business environment. The program will expire on March 31, 2025. As of September 30, 2024, the company had 5,421,608 shares in issue (excluding treasury shares) and 80,868 shares in treasury.お知らせ • May 15Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.45% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.45% of its issued share capital, for ¥ 100 million. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment and shareholders return. The plan will be valid till September 30, 2024. As of March 31, 2024, the company had 5,502,376 shares (excluding treasury stock) and 868 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.8%).Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.1%).すべての更新を表示Recent updatesReported Earnings • May 19Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥220 (up from JP¥209 in FY 2025). Revenue: JP¥11.8b (up 4.1% from FY 2025). Net income: JP¥1.18b (up 4.2% from FY 2025). Profit margin: 10.0% (in line with FY 2025). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.お知らせ • May 14Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2026Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2026.お知らせ • May 10+ 3 more updatesExtreme Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Extreme Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥62.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥64.63 (vs JP¥61.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.63 (up from JP¥61.76 in 3Q 2025). Revenue: JP¥2.99b (up 8.5% from 3Q 2025). Net income: JP¥346.0m (up 3.9% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Nov 25Solid Earnings Reflect ExtremeLtd's (TSE:6033) Strength As A BusinessEven though Extreme Co.,Ltd.'s ( TSE:6033 ) recent earnings release was robust, the market didn't seem to notice. Our...Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥49.31 (vs JP¥52.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥49.31 (down from JP¥52.75 in 2Q 2025). Revenue: JP¥2.83b (down 12% from 2Q 2025). Net income: JP¥264.0m (down 7.7% from 2Q 2025). Profit margin: 9.3% (up from 8.9% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥36.24 (vs JP¥45.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.24 (down from JP¥45.46 in 1Q 2025). Revenue: JP¥2.81b (up 18% from 1Q 2025). Net income: JP¥194.0m (down 22% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥209 (vs JP¥188 in FY 2024)Full year 2025 results: EPS: JP¥209 (up from JP¥188 in FY 2024). Revenue: JP¥11.3b (up 11% from FY 2024). Net income: JP¥1.13b (up 9.3% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • May 26We Think ExtremeLtd's (TSE:6033) Healthy Earnings Might Be ConservativeExtreme Co.,Ltd.'s ( TSE:6033 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥209 (vs JP¥188 in FY 2024)Full year 2025 results: EPS: JP¥209 (up from JP¥188 in FY 2024). Revenue: JP¥11.3b (up 11% from FY 2024). Net income: JP¥1.13b (up 9.3% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2025Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2025.Buy Or Sell Opportunity • May 14Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥1,180. The fair value is estimated to be JP¥1,546, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 30%.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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks 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 (5.5% average weekly change). Market cap is less than US$100m (JP¥5.40b market cap, or US$36.9m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥996, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 11% over the past three years.お知らせ • Mar 27+ 3 more updatesExtreme Co.,Ltd. to Report Q1, 2026 Results on Aug 13, 2025Extreme Co.,Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥61.76 (vs JP¥25.81 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.76 (up from JP¥25.81 in 3Q 2024). Revenue: JP¥2.76b (up 4.3% from 3Q 2024). Net income: JP¥333.0m (up 135% from 3Q 2024). Profit margin: 12% (up from 5.4% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥1,469. The fair value is estimated to be JP¥1,220, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.分析記事 • Jan 21ExtremeLtd (TSE:6033) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Jan 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥1,509. The fair value is estimated to be JP¥1,240, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.Buy Or Sell Opportunity • Dec 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to JP¥1,485. The fair value is estimated to be JP¥1,236, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.分析記事 • Nov 25ExtremeLtd's (TSE:6033) Profits Appear To Have Quality IssuesThe market for Extreme Co.,Ltd.'s ( TSE:6033 ) stock was strong after it released a healthy earnings report last week...分析記事 • Nov 21The Market Lifts Extreme Co.,Ltd. (TSE:6033) Shares 26% But It Can Do MoreDespite an already strong run, Extreme Co.,Ltd. ( TSE:6033 ) shares have been powering on, with a gain of 26% in the...お知らせ • Nov 13Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.48% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.48% of its issued share capital, for ¥100 million. The acquisition is aimed at implementing a flexible capital policy in response to future changes in the business environment. The program will expire on March 31, 2025. As of September 30, 2024, the company had 5,421,608 shares in issue (excluding treasury shares) and 80,868 shares in treasury.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,338, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 25x in the Entertainment industry in Japan. Total returns to shareholders of 30% over the past three years.Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥45.46 (vs JP¥57.62 in 1Q 2024)First quarter 2025 results: EPS: JP¥45.46 (down from JP¥57.62 in 1Q 2024). Revenue: JP¥2.38b (down 3.5% from 1Q 2024). Net income: JP¥249.0m (down 22% from 1Q 2024). Profit margin: 11% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Aug 05Market Cool On Extreme Co.,Ltd.'s (TSE:6033) Earnings Pushing Shares 34% LowerExtreme Co.,Ltd. ( TSE:6033 ) shareholders that were waiting for something to happen have been dealt a blow with a 34...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥4.70b market cap, or US$33.0m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to JP¥867, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 24x in the Entertainment industry in Japan. Total loss to shareholders of 6.0% over the past three years.Buy Or Sell Opportunity • Aug 05Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to JP¥867. The fair value is estimated to be JP¥1,234, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%.Buy Or Sell Opportunity • Jul 03Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,324. The fair value is estimated to be JP¥1,099, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%.Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥188 (vs JP¥148 in FY 2023)Full year 2024 results: EPS: JP¥188 (up from JP¥148 in FY 2023). Revenue: JP¥10.2b (up 16% from FY 2023). Net income: JP¥1.03b (up 27% from FY 2023). Profit margin: 10% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 31% 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 16+ 1 more updateExtreme Co.,Ltd., Annual General Meeting, Jun 26, 2024Extreme Co.,Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • May 15Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.45% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.45% of its issued share capital, for ¥ 100 million. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment and shareholders return. The plan will be valid till September 30, 2024. As of March 31, 2024, the company had 5,502,376 shares (excluding treasury stock) and 868 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.8%).お知らせ • Mar 03+ 3 more updatesExtreme Co.,Ltd. to Report Q3, 2025 Results on Feb 13, 2025Extreme Co.,Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥25.81 (vs JP¥25.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.81 (down from JP¥25.84 in 3Q 2023). Revenue: JP¥2.64b (up 16% from 3Q 2023). Net income: JP¥142.0m (flat on 3Q 2023). Profit margin: 5.4% (down from 6.2% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥47.62 (vs JP¥37.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥47.62 (up from JP¥37.66 in 2Q 2023). Revenue: JP¥2.37b (up 12% from 2Q 2023). Net income: JP¥262.0m (up 27% from 2Q 2023). Profit margin: 11% (up from 9.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥57.62 (vs JP¥37.85 in 1Q 2023)First quarter 2024 results: EPS: JP¥57.62 (up from JP¥37.85 in 1Q 2023). Revenue: JP¥2.47b (up 27% from 1Q 2023). Net income: JP¥317.0m (up 52% from 1Q 2023). Profit margin: 13% (up from 11% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥1,558, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 23%.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.1%).Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥25.84 (vs JP¥4.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.84 (up from JP¥4.20 in 3Q 2022). Revenue: JP¥2.28b (up 19% from 3Q 2022). Net income: JP¥142.0m (up JP¥119.0m from 3Q 2022). Profit margin: 6.2% (up from 1.2% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 19% per year.Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be JP¥1,557, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥37.66 (vs JP¥22.63 in 2Q 2022)Second quarter 2023 results: EPS: JP¥37.66 (up from JP¥22.63 in 2Q 2022). Revenue: JP¥2.12b (up 23% from 2Q 2022). Net income: JP¥207.0m (up 67% from 2Q 2022). Profit margin: 9.7% (up from 7.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Nov 16Extreme Co.,Ltd. (TSE:6033) agreed to acquire a 51.3% stake in SAS Co., Ltd. from Motohiro Umeki and Yui Takarada.Extreme Co.,Ltd. (TSE:6033) agreed to acquire a 51.3% stake in SAS Co., Ltd. from Motohiro Umeki and Yui Takarada on November 14, 2022. For the year ended September 2022, SAS Co., Ltd. reported net worth of 410 million, total assets of 500 million, revenues of 760 million, EBIT of 58.02 million, net income of 40.8 million. The transaction is expected to close on November 18, 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent External Director Toshio Yamaguchi was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be JP¥1,617, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.Buying Opportunity • Aug 26Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥1,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥37.85 (vs JP¥26.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥37.85 (up from JP¥26.13 in 1Q 2022). Revenue: JP¥1.94b (up 14% from 1Q 2022). Net income: JP¥208.0m (up 46% from 1Q 2022). Profit margin: 11% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,091, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 19x in the Entertainment industry in Japan. Total loss to shareholders of 32% over the past three years.お知らせ • May 15Extreme Co.,Ltd., Annual General Meeting, Jun 29, 2022Extreme Co.,Ltd., Annual General Meeting, Jun 29, 2022.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. 3 experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). Audit & Supervisory Board Member Izumi Sato was the last director to join the board, commencing their role in 2017. 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 08Extreme Co.,Ltd. to Report Q3, 2022 Results on Feb 13, 2023Extreme Co.,Ltd. announced that they will report Q3, 2022 results on Feb 13, 2023Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥981, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 16x in the Entertainment industry in Japan. Total loss to shareholders of 58% over the past three years.Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥4.20 (down from JP¥22.55 in 3Q 2021). Revenue: JP¥1.92b (up 23% from 3Q 2021). Net income: JP¥23.0m (down 81% from 3Q 2021). Profit margin: 1.2% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥22.63 (vs JP¥20.35 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥1.72b (up 14% from 2Q 2021). Net income: JP¥124.0m (up 12% from 2Q 2021). Profit margin: 7.2% (down from 7.4% 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 7% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,153, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 17x in the Entertainment industry in Japan. Total loss to shareholders of 75% over the past three years.お知らせ • Aug 20Extreme Co.,Ltd. (TSE:6033) agreed to acquire 15% stake in Nexton Co., Ltd. from Akihiko Suzuki.Extreme Co.,Ltd. (TSE:6033) agreed to acquire 15% stake in Nexton Co., Ltd. from Akihiko Suzuki on August 19, 2021. Under the terms of the transaction, Extreme Co.,Ltd. will acquire 60 shares in Nexton Co., Ltd. For the year ended December 31, 2020, Nexton Co., Ltd. reported total assets of ¥1.1 billion, total common equity of ¥339 million, sales of ¥837.3 million, operating income of ¥27.9 million and net income of ¥14.5 million. The transaction is resolved by the Board of Extreme Co.,Ltd. The transaction is expected to close on August 31, 2021. The impact of transaction on the business results for the current fiscal year is currently under scrutiny.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,154, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 28x in the Entertainment industry in Japan. Total returns to shareholders of 85% over the past three years.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥90.01 (vs JP¥178 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.23b (down 13% from FY 2020). Net income: JP¥491.0m (down 49% from FY 2020). Profit margin: 7.9% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥1,034, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 27x in the Entertainment industry in Japan. Total returns to shareholders of 74% over the past three years.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: 2.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,356, the stock trades at a trailing P/E ratio of 12.7x, up from the previous P/E ratio of 10.8x. Average P/E is 33x in the Entertainment industry in Japan. Total returns to shareholders over the past three years are 106%.Is New 90 Day High Low • Mar 15New 90-day high: JP¥1,356The company is up 16% from a price of JP¥1,168 on 15 December 2020. Outperformed the Japanese market which is up 9.0% over the last 90 days. Exceeded the Entertainment industry, which is up 5.0% over the same period.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥22.55 (vs JP¥59.36 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.56b (down 14% from 3Q 2020). Net income: JP¥123.0m (down 62% from 3Q 2020). Profit margin: 7.9% (down from 18% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Dec 07New 90-day low: JP¥1,142The company is down 23% from its price of JP¥1,476 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 5.0% over the same period.決済の安定と成長配当データの取得安定した配当: 6033の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 6033の配当金は過去10年間にわたって増加しています。配当利回り対市場ExtremeLtd 配当利回り対市場6033 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (6033)4.5%市場下位25% (JP)1.7%市場トップ25% (JP)3.7%業界平均 (Entertainment)2.0%アナリスト予想 (6033) (最長3年)4.5%注目すべき配当: 6033の配当金 ( 4.48% ) はJP市場の配当金支払者の下位 25% ( 1.72% ) よりも高くなっています。高配当: 6033の配当金 ( 4.48% ) はJP市場 ( 3.74% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 6033は低い 配当性向 ( 21.1% ) であるため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 6033の 現金配当性向 ( 44.4% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 10:05終値2026/05/22 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Extreme Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関null nullInvestment Bridge Co., Ltd.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥62.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
お知らせ • Nov 13Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.48% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.48% of its issued share capital, for ¥100 million. The acquisition is aimed at implementing a flexible capital policy in response to future changes in the business environment. The program will expire on March 31, 2025. As of September 30, 2024, the company had 5,421,608 shares in issue (excluding treasury shares) and 80,868 shares in treasury.
お知らせ • May 15Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.45% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.45% of its issued share capital, for ¥ 100 million. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment and shareholders return. The plan will be valid till September 30, 2024. As of March 31, 2024, the company had 5,502,376 shares (excluding treasury stock) and 868 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.8%).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.1%).
Reported Earnings • May 19Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥220 (up from JP¥209 in FY 2025). Revenue: JP¥11.8b (up 4.1% from FY 2025). Net income: JP¥1.18b (up 4.2% from FY 2025). Profit margin: 10.0% (in line with FY 2025). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
お知らせ • May 14Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2026Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2026.
お知らせ • May 10+ 3 more updatesExtreme Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Extreme Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥62.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥64.63 (vs JP¥61.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.63 (up from JP¥61.76 in 3Q 2025). Revenue: JP¥2.99b (up 8.5% from 3Q 2025). Net income: JP¥346.0m (up 3.9% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Nov 25Solid Earnings Reflect ExtremeLtd's (TSE:6033) Strength As A BusinessEven though Extreme Co.,Ltd.'s ( TSE:6033 ) recent earnings release was robust, the market didn't seem to notice. Our...
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥49.31 (vs JP¥52.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥49.31 (down from JP¥52.75 in 2Q 2025). Revenue: JP¥2.83b (down 12% from 2Q 2025). Net income: JP¥264.0m (down 7.7% from 2Q 2025). Profit margin: 9.3% (up from 8.9% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥36.24 (vs JP¥45.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.24 (down from JP¥45.46 in 1Q 2025). Revenue: JP¥2.81b (up 18% from 1Q 2025). Net income: JP¥194.0m (down 22% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥209 (vs JP¥188 in FY 2024)Full year 2025 results: EPS: JP¥209 (up from JP¥188 in FY 2024). Revenue: JP¥11.3b (up 11% from FY 2024). Net income: JP¥1.13b (up 9.3% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • May 26We Think ExtremeLtd's (TSE:6033) Healthy Earnings Might Be ConservativeExtreme Co.,Ltd.'s ( TSE:6033 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥209 (vs JP¥188 in FY 2024)Full year 2025 results: EPS: JP¥209 (up from JP¥188 in FY 2024). Revenue: JP¥11.3b (up 11% from FY 2024). Net income: JP¥1.13b (up 9.3% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2025Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2025.
Buy Or Sell Opportunity • May 14Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥1,180. The fair value is estimated to be JP¥1,546, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 30%.
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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks 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 (5.5% average weekly change). Market cap is less than US$100m (JP¥5.40b market cap, or US$36.9m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥996, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 11% over the past three years.
お知らせ • Mar 27+ 3 more updatesExtreme Co.,Ltd. to Report Q1, 2026 Results on Aug 13, 2025Extreme Co.,Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥61.76 (vs JP¥25.81 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.76 (up from JP¥25.81 in 3Q 2024). Revenue: JP¥2.76b (up 4.3% from 3Q 2024). Net income: JP¥333.0m (up 135% from 3Q 2024). Profit margin: 12% (up from 5.4% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥1,469. The fair value is estimated to be JP¥1,220, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.
分析記事 • Jan 21ExtremeLtd (TSE:6033) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Jan 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥1,509. The fair value is estimated to be JP¥1,240, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.
Buy Or Sell Opportunity • Dec 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to JP¥1,485. The fair value is estimated to be JP¥1,236, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.
分析記事 • Nov 25ExtremeLtd's (TSE:6033) Profits Appear To Have Quality IssuesThe market for Extreme Co.,Ltd.'s ( TSE:6033 ) stock was strong after it released a healthy earnings report last week...
分析記事 • Nov 21The Market Lifts Extreme Co.,Ltd. (TSE:6033) Shares 26% But It Can Do MoreDespite an already strong run, Extreme Co.,Ltd. ( TSE:6033 ) shares have been powering on, with a gain of 26% in the...
お知らせ • Nov 13Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.48% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.48% of its issued share capital, for ¥100 million. The acquisition is aimed at implementing a flexible capital policy in response to future changes in the business environment. The program will expire on March 31, 2025. As of September 30, 2024, the company had 5,421,608 shares in issue (excluding treasury shares) and 80,868 shares in treasury.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,338, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 25x in the Entertainment industry in Japan. Total returns to shareholders of 30% over the past three years.
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥45.46 (vs JP¥57.62 in 1Q 2024)First quarter 2025 results: EPS: JP¥45.46 (down from JP¥57.62 in 1Q 2024). Revenue: JP¥2.38b (down 3.5% from 1Q 2024). Net income: JP¥249.0m (down 22% from 1Q 2024). Profit margin: 11% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Aug 05Market Cool On Extreme Co.,Ltd.'s (TSE:6033) Earnings Pushing Shares 34% LowerExtreme Co.,Ltd. ( TSE:6033 ) shareholders that were waiting for something to happen have been dealt a blow with a 34...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥4.70b market cap, or US$33.0m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to JP¥867, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 24x in the Entertainment industry in Japan. Total loss to shareholders of 6.0% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to JP¥867. The fair value is estimated to be JP¥1,234, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%.
Buy Or Sell Opportunity • Jul 03Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,324. The fair value is estimated to be JP¥1,099, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%.
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥188 (vs JP¥148 in FY 2023)Full year 2024 results: EPS: JP¥188 (up from JP¥148 in FY 2023). Revenue: JP¥10.2b (up 16% from FY 2023). Net income: JP¥1.03b (up 27% from FY 2023). Profit margin: 10% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 31% 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 16+ 1 more updateExtreme Co.,Ltd., Annual General Meeting, Jun 26, 2024Extreme Co.,Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • May 15Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.45% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.45% of its issued share capital, for ¥ 100 million. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment and shareholders return. The plan will be valid till September 30, 2024. As of March 31, 2024, the company had 5,502,376 shares (excluding treasury stock) and 868 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.8%).
お知らせ • Mar 03+ 3 more updatesExtreme Co.,Ltd. to Report Q3, 2025 Results on Feb 13, 2025Extreme Co.,Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥25.81 (vs JP¥25.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.81 (down from JP¥25.84 in 3Q 2023). Revenue: JP¥2.64b (up 16% from 3Q 2023). Net income: JP¥142.0m (flat on 3Q 2023). Profit margin: 5.4% (down from 6.2% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥47.62 (vs JP¥37.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥47.62 (up from JP¥37.66 in 2Q 2023). Revenue: JP¥2.37b (up 12% from 2Q 2023). Net income: JP¥262.0m (up 27% from 2Q 2023). Profit margin: 11% (up from 9.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥57.62 (vs JP¥37.85 in 1Q 2023)First quarter 2024 results: EPS: JP¥57.62 (up from JP¥37.85 in 1Q 2023). Revenue: JP¥2.47b (up 27% from 1Q 2023). Net income: JP¥317.0m (up 52% from 1Q 2023). Profit margin: 13% (up from 11% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.
Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥1,558, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 23%.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.1%).
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥25.84 (vs JP¥4.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.84 (up from JP¥4.20 in 3Q 2022). Revenue: JP¥2.28b (up 19% from 3Q 2022). Net income: JP¥142.0m (up JP¥119.0m from 3Q 2022). Profit margin: 6.2% (up from 1.2% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 19% per year.
Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be JP¥1,557, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥37.66 (vs JP¥22.63 in 2Q 2022)Second quarter 2023 results: EPS: JP¥37.66 (up from JP¥22.63 in 2Q 2022). Revenue: JP¥2.12b (up 23% from 2Q 2022). Net income: JP¥207.0m (up 67% from 2Q 2022). Profit margin: 9.7% (up from 7.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 16Extreme Co.,Ltd. (TSE:6033) agreed to acquire a 51.3% stake in SAS Co., Ltd. from Motohiro Umeki and Yui Takarada.Extreme Co.,Ltd. (TSE:6033) agreed to acquire a 51.3% stake in SAS Co., Ltd. from Motohiro Umeki and Yui Takarada on November 14, 2022. For the year ended September 2022, SAS Co., Ltd. reported net worth of 410 million, total assets of 500 million, revenues of 760 million, EBIT of 58.02 million, net income of 40.8 million. The transaction is expected to close on November 18, 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent External Director Toshio Yamaguchi was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be JP¥1,617, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.
Buying Opportunity • Aug 26Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥1,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥37.85 (vs JP¥26.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥37.85 (up from JP¥26.13 in 1Q 2022). Revenue: JP¥1.94b (up 14% from 1Q 2022). Net income: JP¥208.0m (up 46% from 1Q 2022). Profit margin: 11% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,091, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 19x in the Entertainment industry in Japan. Total loss to shareholders of 32% over the past three years.
お知らせ • May 15Extreme Co.,Ltd., Annual General Meeting, Jun 29, 2022Extreme Co.,Ltd., Annual General Meeting, Jun 29, 2022.
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. 3 experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). Audit & Supervisory Board Member Izumi Sato was the last director to join the board, commencing their role in 2017. 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 08Extreme Co.,Ltd. to Report Q3, 2022 Results on Feb 13, 2023Extreme Co.,Ltd. announced that they will report Q3, 2022 results on Feb 13, 2023
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥981, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 16x in the Entertainment industry in Japan. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥4.20 (down from JP¥22.55 in 3Q 2021). Revenue: JP¥1.92b (up 23% from 3Q 2021). Net income: JP¥23.0m (down 81% from 3Q 2021). Profit margin: 1.2% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥22.63 (vs JP¥20.35 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥1.72b (up 14% from 2Q 2021). Net income: JP¥124.0m (up 12% from 2Q 2021). Profit margin: 7.2% (down from 7.4% 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 7% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,153, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 17x in the Entertainment industry in Japan. Total loss to shareholders of 75% over the past three years.
お知らせ • Aug 20Extreme Co.,Ltd. (TSE:6033) agreed to acquire 15% stake in Nexton Co., Ltd. from Akihiko Suzuki.Extreme Co.,Ltd. (TSE:6033) agreed to acquire 15% stake in Nexton Co., Ltd. from Akihiko Suzuki on August 19, 2021. Under the terms of the transaction, Extreme Co.,Ltd. will acquire 60 shares in Nexton Co., Ltd. For the year ended December 31, 2020, Nexton Co., Ltd. reported total assets of ¥1.1 billion, total common equity of ¥339 million, sales of ¥837.3 million, operating income of ¥27.9 million and net income of ¥14.5 million. The transaction is resolved by the Board of Extreme Co.,Ltd. The transaction is expected to close on August 31, 2021. The impact of transaction on the business results for the current fiscal year is currently under scrutiny.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,154, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 28x in the Entertainment industry in Japan. Total returns to shareholders of 85% over the past three years.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥90.01 (vs JP¥178 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.23b (down 13% from FY 2020). Net income: JP¥491.0m (down 49% from FY 2020). Profit margin: 7.9% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥1,034, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 27x in the Entertainment industry in Japan. Total returns to shareholders of 74% over the past three years.
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: 2.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,356, the stock trades at a trailing P/E ratio of 12.7x, up from the previous P/E ratio of 10.8x. Average P/E is 33x in the Entertainment industry in Japan. Total returns to shareholders over the past three years are 106%.
Is New 90 Day High Low • Mar 15New 90-day high: JP¥1,356The company is up 16% from a price of JP¥1,168 on 15 December 2020. Outperformed the Japanese market which is up 9.0% over the last 90 days. Exceeded the Entertainment industry, which is up 5.0% over the same period.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥22.55 (vs JP¥59.36 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.56b (down 14% from 3Q 2020). Net income: JP¥123.0m (down 62% from 3Q 2020). Profit margin: 7.9% (down from 18% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥1,142The company is down 23% from its price of JP¥1,476 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 5.0% over the same period.