IID（6038）株式概要株式会社イードは、日本でメディア事業、リサーチ事業、メディアコマース事業を行っている。 詳細6038 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より60.2%で取引されている 過去1年間で収益は35.1%増加しました リスク分析過去5年間で収益は年間7.6%減少しました。 意味のある時価総額がありません ( ¥4B )すべてのリスクチェックを見る6038 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¥904.0016.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-386m7b2016201920222025202620282031Revenue JP¥6.7bEarnings JP¥374.5mAdvancedSet Fair ValueView all narrativesIID, Inc. 競合他社TrendersSymbol: TSE:6069Market cap: JP¥4.9bGendai AgencySymbol: TSE:2411Market cap: JP¥5.0bMedixSymbol: TSE:331AMarket cap: JP¥3.8bPRAP JapanSymbol: TSE:2449Market cap: JP¥4.7b価格と性能株価の高値、安値、推移の概要IID過去の株価現在の株価JP¥904.0052週高値JP¥1,059.0052週安値JP¥866.00ベータ0.301ヶ月の変化-1.53%3ヶ月変化-4.84%1年変化-9.15%3年間の変化22.66%5年間の変化8.39%IPOからの変化-55.38%最新ニュースReported Earnings • May 20Third quarter 2026 earnings released: EPS: JP¥9.98 (vs JP¥33.67 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.98 (down from JP¥33.67 in 3Q 2025). Revenue: JP¥1.55b (down 8.7% from 3Q 2025). Net income: JP¥49.0m (down 71% from 3Q 2025). Profit margin: 3.2% (down from 9.8% in 3Q 2025). The decrease in margin was driven by lower revenue. 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 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥20.78 (vs JP¥22.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.78 (down from JP¥22.57 in 2Q 2025). Revenue: JP¥1.57b (flat on 2Q 2025). Net income: JP¥102.0m (down 8.9% from 2Q 2025). Profit margin: 6.5% (down from 7.1% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.お知らせ • Nov 29IID, Inc. to Report Q2, 2026 Results on Feb 13, 2026IID, Inc. announced that they will report Q2, 2026 results on Feb 13, 2026Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥48.94 (vs JP¥18.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.94 (up from JP¥18.53 in 1Q 2025). Revenue: JP¥1.43b (down 4.7% from 1Q 2025). Net income: JP¥238.0m (up 162% from 1Q 2025). Profit margin: 17% (up from 6.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Oct 04Concerns Surrounding IID's (TSE:6038) PerformanceThe recent earnings posted by IID, Inc. ( TSE:6038 ) were solid, but the stock didn't move as much as we expected...分析記事 • Sep 30Is IID (TSE:6038) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...最新情報をもっと見るRecent updatesReported Earnings • May 20Third quarter 2026 earnings released: EPS: JP¥9.98 (vs JP¥33.67 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.98 (down from JP¥33.67 in 3Q 2025). Revenue: JP¥1.55b (down 8.7% from 3Q 2025). Net income: JP¥49.0m (down 71% from 3Q 2025). Profit margin: 3.2% (down from 9.8% in 3Q 2025). The decrease in margin was driven by lower revenue. 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 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥20.78 (vs JP¥22.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.78 (down from JP¥22.57 in 2Q 2025). Revenue: JP¥1.57b (flat on 2Q 2025). Net income: JP¥102.0m (down 8.9% from 2Q 2025). Profit margin: 6.5% (down from 7.1% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.お知らせ • Nov 29IID, Inc. to Report Q2, 2026 Results on Feb 13, 2026IID, Inc. announced that they will report Q2, 2026 results on Feb 13, 2026Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥48.94 (vs JP¥18.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.94 (up from JP¥18.53 in 1Q 2025). Revenue: JP¥1.43b (down 4.7% from 1Q 2025). Net income: JP¥238.0m (up 162% from 1Q 2025). Profit margin: 17% (up from 6.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Oct 04Concerns Surrounding IID's (TSE:6038) PerformanceThe recent earnings posted by IID, Inc. ( TSE:6038 ) were solid, but the stock didn't move as much as we expected...分析記事 • Sep 30Is IID (TSE:6038) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 27IID, Inc. to Report Q1, 2026 Results on Nov 13, 2025IID, Inc. announced that they will report Q1, 2026 results on Nov 13, 2025Reported Earnings • Aug 16Full year 2025 earnings released: EPS: JP¥62.44 (vs JP¥33.31 in FY 2024)Full year 2025 results: EPS: JP¥62.44 (up from JP¥33.31 in FY 2024). Revenue: JP¥6.08b (flat on FY 2024). Net income: JP¥307.0m (up 88% from FY 2024). Profit margin: 5.0% (up from 2.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Aug 14IID, Inc., Annual General Meeting, Sep 25, 2025IID, Inc., Annual General Meeting, Sep 25, 2025.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥884, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 15% over the past three years.お知らせ • Jun 25IID, Inc. (TSE:6038) signed a letter of intent to acquire 55.80% stake in Edit Inc. from Naoki Mori and others.IID, Inc. (TSE:6038) signed a letter of intent to acquire 55.80% stake in Edit Inc. from Naoki Mori and others on June 24, 2025. For the period ending September 30, 2024, Edit Inc. reported total revenue of ¥278 million, EBIT of ¥30 million and net income of ¥30 million. As of September 30, 2024, Edit Inc. reported total assets of ¥67 million and net liabilities of ¥33 million. The expected completion of the transaction is July 1, 2025.Upcoming Dividend • Jun 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.1%).お知らせ • Jun 03IID, Inc. to Report Fiscal Year 2025 Results on Aug 15, 2025IID, Inc. announced that they will report fiscal year 2025 results on Aug 15, 2025Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥990, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 24% over the past three years.Reported Earnings • May 21Third quarter 2025 earnings released: EPS: JP¥33.67 (vs JP¥28.98 in 3Q 2024)Third quarter 2025 results: EPS: JP¥33.67 (up from JP¥28.98 in 3Q 2024). Revenue: JP¥1.70b (up 4.5% from 3Q 2024). Net income: JP¥166.0m (up 17% from 3Q 2024). Profit margin: 9.8% (up from 8.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • Mar 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥4.10b market cap, or US$27.3m).お知らせ • Mar 01IID, Inc. to Report Q3, 2025 Results on May 15, 2025IID, Inc. announced that they will report Q3, 2025 results on May 15, 2025Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥846, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 24% over the past three years.分析記事 • Feb 27IID (TSE:6038) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from IID, Inc. ( TSE:6038 ) despite the healthy...お知らせ • Feb 26IID, Inc. (TSE:6038) announces an Equity Buyback for 100,000 shares, representing 2.01% for ¥100 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 2.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The shares will be repurchased at a price of ¥1,919 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy in response to changes in the business environment. As of December 31, 2024, the company has 4,963,452 issued shares (excluding treasury stock) and 99,148 treasury shares.Reported Earnings • Feb 16Second quarter 2025 earnings released: EPS: JP¥22.57 (vs JP¥21.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.57 (up from JP¥21.22 in 2Q 2024). Revenue: JP¥1.58b (up 1.3% from 2Q 2024). Net income: JP¥112.0m (up 7.7% from 2Q 2024). Profit margin: 7.1% (up from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jan 03IID, Inc. to Report Q2, 2025 Results on Feb 14, 2025IID, Inc. announced that they will report Q2, 2025 results on Feb 14, 2025お知らせ • Oct 03IID, Inc. to Report Q1, 2025 Results on Nov 14, 2024IID, Inc. announced that they will report Q1, 2025 results on Nov 14, 2024Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥33.31 (vs JP¥56.27 in FY 2023)Full year 2024 results: EPS: JP¥33.31 (down from JP¥56.27 in FY 2023). Revenue: JP¥6.13b (flat on FY 2023). Net income: JP¥163.0m (down 42% from FY 2023). Profit margin: 2.7% (down from 4.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.分析記事 • Aug 27Some May Be Optimistic About IID's (TSE:6038) EarningsThe market for IID, Inc.'s ( TSE:6038 ) shares didn't move much after it posted weak earnings recently. Our analysis...Reported Earnings • Aug 19Full year 2024 earnings released: EPS: JP¥33.31 (vs JP¥56.27 in FY 2023)Full year 2024 results: EPS: JP¥33.31 (down from JP¥56.27 in FY 2023). Revenue: JP¥6.13b (flat on FY 2023). Net income: JP¥163.0m (down 42% from FY 2023). Profit margin: 2.7% (down from 4.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Aug 14IID, Inc., Annual General Meeting, Sep 26, 2024IID, Inc., Annual General Meeting, Sep 26, 2024.分析記事 • Aug 07Is IID (TSE:6038) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jun 28IID, Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024IID, Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).Reported Earnings • May 21Third quarter 2024 earnings released: EPS: JP¥28.98 (vs JP¥25.22 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.98 (up from JP¥25.22 in 3Q 2023). Revenue: JP¥1.63b (down 5.1% from 3Q 2023). Net income: JP¥142.0m (up 13% from 3Q 2023). Profit margin: 8.7% (up from 7.3% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Feb 24IID, Inc. to Report Q3, 2024 Results on May 15, 2024IID, Inc. announced that they will report Q3, 2024 results on May 15, 2024Reported Earnings • Feb 17Second quarter 2024 earnings released: EPS: JP¥21.22 (vs JP¥24.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.22 (down from JP¥24.06 in 2Q 2023). Revenue: JP¥1.56b (flat on 2Q 2023). Net income: JP¥104.0m (down 13% from 2Q 2023). Profit margin: 6.7% (down from 7.8% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Nov 27IID, Inc. to Report Q2, 2024 Results on Feb 14, 2024IID, Inc. announced that they will report Q2, 2024 results on Feb 14, 2024Reported Earnings • Nov 20First quarter 2024 earnings released: EPS: JP¥9.04 (vs JP¥17.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.04 (down from JP¥17.97 in 1Q 2023). Revenue: JP¥1.47b (up 8.8% from 1Q 2023). Net income: JP¥44.0m (down 51% from 1Q 2023). Profit margin: 3.0% (down from 6.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.お知らせ • Aug 27IID, Inc. to Report Q1, 2024 Results on Nov 14, 2023IID, Inc. announced that they will report Q1, 2024 results on Nov 14, 2023New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 1.7% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (JP¥3.75b market cap, or US$25.6m).New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.6% Last year net profit margin: 8.1% 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 Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (JP¥3.61b market cap, or US$24.9m).Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥56.27 (vs JP¥91.76 in FY 2022)Full year 2023 results: EPS: JP¥56.27 (down from JP¥91.76 in FY 2022). Revenue: JP¥6.07b (up 8.9% from FY 2022). Net income: JP¥280.0m (down 38% from FY 2022). Profit margin: 4.6% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% 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 • Aug 12IID, Inc., Annual General Meeting, Sep 28, 2023IID, Inc., Annual General Meeting, Sep 28, 2023.お知らせ • Jun 29IID, Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023IID, Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023お知らせ • Jun 07IID, Inc. (TSE:6038) announces an Equity Buyback for 150,000 shares, representing 2.99% for ¥150 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 2.99% of its total shares outstanding (excluding treasury shares), for a total of ¥150 million. The purpose of repurchase program is to return profits to shareholders and to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till July 31, 2023. As of May 31, 2023, the company had 5,015,562 shares outstanding (excluding treasury shares) and had 47,038 shares in treasury.Reported Earnings • May 15Third quarter 2023 earnings released: EPS: JP¥25.22 (vs JP¥41.53 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.22 (down from JP¥41.53 in 3Q 2022). Revenue: JP¥1.72b (up 10.0% from 3Q 2022). Net income: JP¥126.0m (down 38% from 3Q 2022). Profit margin: 7.3% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: JP¥24.06 (vs JP¥30.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥24.06 (down from JP¥30.10 in 2Q 2022). Revenue: JP¥1.55b (up 7.3% from 2Q 2022). Net income: JP¥120.0m (down 18% from 2Q 2022). Profit margin: 7.8% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. 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 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26IID, Inc. (TSE:6038) agreed to acquire Kabusuru Co., Ltd. from Kabliss Co., Ltd.IID, Inc. (TSE:6038) agreed to acquire Kabusuru Co., Ltd. from Kabliss Co., Ltd. on January 24, 2023.お知らせ • Jan 07IID, Inc. to Report Q2, 2023 Results on Feb 14, 2023IID, Inc. announced that they will report Q2, 2023 results on Feb 14, 2023Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥17.97 (vs JP¥19.39 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.97 (down from JP¥19.39 in 1Q 2022). Revenue: JP¥1.35b (up 6.0% from 1Q 2022). Net income: JP¥89.0m (down 6.3% from 1Q 2022). Profit margin: 6.6% (down from 7.5% in 1Q 2022). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. No independent directors (6 non-independent directors). External Director Toshinori Shirai was the last director to join the board, commencing their role in 2014. 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 • Aug 31IID, Inc. to Report Q1, 2023 Results on Nov 14, 2022IID, Inc. announced that they will report Q1, 2023 results on Nov 14, 2022Reported Earnings • Aug 16Full year 2022 earnings released: EPS: JP¥91.76 (vs JP¥93.33 in FY 2021)Full year 2022 results: EPS: JP¥91.76 (down from JP¥93.33 in FY 2021). Revenue: JP¥5.57b (up 3.1% from FY 2021). Net income: JP¥450.0m (down 3.0% from FY 2021). Profit margin: 8.1% (down from 8.6% in FY 2021). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings.お知らせ • Aug 14IID, Inc., Annual General Meeting, Sep 07, 2022IID, Inc., Annual General Meeting, Sep 07, 2022.お知らせ • Jun 03IID, Inc. to Report Fiscal Year 2022 Results on Aug 12, 2022IID, Inc. announced that they will report fiscal year 2022 results on Aug 12, 2022お知らせ • May 25IID, Inc. (TSE:6038) announces an Equity Buyback for 33,000 shares, representing 0.67% for ¥30 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 33,000 shares, representing 0.67% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30 million. The purpose of the program is to return profits to our shareholders and implement a flexible capital policy in response to changes in the business environment. The program will continue through July 31, 2022. As of April 30, 2022, the company had 4,914,407 issued shares (excluding treasury stock) and 111,993 treasury shares.Reported Earnings • May 18Third quarter 2022 earnings released: EPS: JP¥41.53 (vs JP¥37.40 in 3Q 2021)Third quarter 2022 results: EPS: JP¥41.53 (up from JP¥37.40 in 3Q 2021). Revenue: JP¥1.56b (up 16% from 3Q 2021). Net income: JP¥204.0m (up 9.7% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). External Director Toshinori Shirai was the last director to join the board, commencing their role in 2014. 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 08IID, Inc. to Report Q3, 2022 Results on May 13, 2022IID, Inc. announced that they will report Q3, 2022 results on May 13, 2022Reported Earnings • Feb 17Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥30.10 (down from JP¥48.67 in 2Q 2021). Revenue: JP¥1.44b (down 5.4% from 2Q 2021). Net income: JP¥147.0m (down 39% from 2Q 2021). Profit margin: 10% (down from 16% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥93.33 (vs JP¥21.34 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.41b (up 2.7% from FY 2020). Net income: JP¥464.0m (up 346% from FY 2020). Profit margin: 8.6% (up from 2.0% in FY 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Aug 14IID, Inc. (TSE:6038) announces an Equity Buyback for 120,000 shares, representing 2.41% for ¥120 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 2.41% for ¥120 million. The shares will be repurchased at a price of ¥865 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will expire on August 16, 2021. As of June 30, 2021, the company had 4,978,707 shares(excluding treasury stock) in issue and 33,493 shares in treasury.お知らせ • Jun 23IID, Inc. (TSE:6038) agreed to acquire NHN SAVAWAY Corporation from NHN JAPAN Corp. for ¥50 million.IID, Inc. (TSE:6038) agreed to acquire NHN SAVAWAY Corporation from NHN JAPAN Corp. for ¥50 million on June 22, 2021. In the acquisition, IID, Inc. (TSE:6038) will acquire 0.019 million shares. As of December 2020, NHN SAVAWAY Corporation recorded total assets of ¥433 million, net assets of ¥358 million, operating income of ¥144 million, net income of ¥109 million. The transaction is expected to close on July 1, 2021.Reported Earnings • May 18Third quarter 2021 earnings released: EPS JP¥37.40 (vs JP¥21.97 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.34b (down 5.6% from 3Q 2020). Net income: JP¥186.0m (up 71% from 3Q 2020). Profit margin: 14% (up from 7.7% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 70% 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 28IID, Inc. to Report Q3, 2021 Results on May 14, 2021IID, Inc. announced that they will report Q3, 2021 results on May 14, 2021Reported Earnings • Feb 15Second quarter 2021 earnings released: EPS JP¥48.67 (vs JP¥12.70 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.52b (up 17% from 2Q 2020). Net income: JP¥242.0m (up 284% from 2Q 2020). Profit margin: 16% (up from 4.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 19% share price gain to JP¥883, the stock is trading at a trailing P/E ratio of 28.8x, up from the previous P/E ratio of 24.2x. This compares to an average P/E of 26x in the Media industry in Japan. Total return to shareholders over the past three years is a loss of 6.3%.お知らせ • Nov 29IID, Inc. to Report Q2, 2021 Results on Feb 12, 2021IID, Inc. announced that they will report Q2, 2021 results on Feb 12, 2021お知らせ • Nov 19+ 1 more updateAn unknown buyer agreed to acquire 23.11% stake in EhonNavi Corporation from IID, Inc. (TSE:6038).An unknown buyer agreed to acquire 23.11% stake in EhonNavi Corporation from IID, Inc. (TSE:6038) on November 17, 2020. Under the terms, 11,256 shares will be sold by IID, Inc. Post completion, IID, Inc will hold 35.82% stake in EhonNavi. The transaction is expected to complete on November 30, 2020.お知らせ • Oct 10IID, Inc. to Report Q1, 2021 Results on Nov 13, 2020IID, Inc. announced that they will report Q1, 2021 results on Nov 13, 2020お知らせ • Aug 26IID, Inc. (TSE:6038) agreed to acquire Go School Business from Proto Corporation (TSE:4298).IID, Inc. (TSE:6038) agreed to acquire Go School Business from Proto Corporation (TSE:4298) on August 25, 2020. The Board of Directors has passed the resolution for the transaction. Completion is scheduled to take place on October 1, 2020.お知らせ • Aug 25IID, Inc. (TSE:6038) concluded a contract to acquire Goo School business of Proto Corporation (TSE:4298) for ¥5 million.IID, Inc. (TSE:6038) concluded a contract to acquire Goo School business of Proto Corporation (TSE:4298) for ¥5 million on August 25, 2020. The transaction will not result in name change of either IID, Inc. or Proto Corporation. The business reported sales of ¥105 million for the year ending March 31, 2020. The Board of Directors of Proto Corporation passed a resolution for the transaction on August 25, 2020. The transaction is expected to be completed on October 1, 2020.お知らせ • Jul 30IID, Inc. (TSE:6038) completed the acquisition of Michael, Inc. from Mercari, Inc. (TSE:4385)IID, Inc. (TSE:6038) signed an agreement to acquire Michael, Inc. from Mercari, Inc. (TSE:4385) for ¥86 million on May 26, 2020. Under the terms of acquisition, 5,015 common shares and 254 class A preferred shares of Michael, Inc. will be transferred to IID, Inc. As of June 30, 2019, Michael, Inc. reported total common equity of ¥205 million and total assets of ¥296 million. The deal is expected to be completed on June 30, 2020. IID, Inc. (TSE:6038) completed the acquisition of Michael, Inc. from Mercari, Inc. (TSE:4385) on June 30, 2020.お知らせ • Jul 05IID, Inc. to Report Fiscal Year 2020 Results on Aug 14, 2020IID, Inc. announced that they will report fiscal year 2020 results on Aug 14, 2020株主還元6038JP MediaJP 市場7D2.5%-0.3%2.7%1Y-9.1%2.9%42.1%株主還元を見る業界別リターン: 6038過去 1 年間で2.9 % の収益を上げたJP Media業界を下回りました。リターン対市場: 6038は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 6038's price volatile compared to industry and market?6038 volatility6038 Average Weekly Movement2.2%Media Industry Average Movement5.0%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 6038 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 6038の 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2000230Hiroshi Miyakawawww.iid.co.jp株式会社イードは、日本でメディア事業、リサーチ事業、メディアコマース事業を展開している。クリエイタープラットフォーム事業、クリエイターソリューション事業を展開。ビジネス、実用、趣味、IT、自動車、教育、映画、ゲーム、アニメ、ファッションなどのメディアコンテンツを中心に、各種メディアやニュースサイトを運営している。また、顧客向けのコンテンツやリサーチソリューション、メディアコンサルティング、定量・定性調査、EC事業者向けショップ運営ASPシステムなどを提供している。また、出版事業やネット広告事業も手掛ける。旧社名は株式会社IRIコマース＆テクノロジーで、2010年6月に株式会社イードへ商号変更した。イードは2000年に設立され、東京に本社を置いている。もっと見るIID, Inc. 基礎のまとめIID の収益と売上を時価総額と比較するとどうか。6038 基礎統計学時価総額JP¥4.44b収益（TTM）JP¥327.00m売上高(TTM)JP¥5.85b13.6xPER（株価収益率0.8xP/Sレシオ6038 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6038 損益計算書（TTM）収益JP¥5.85b売上原価JP¥3.29b売上総利益JP¥2.56bその他の費用JP¥2.24b収益JP¥327.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）66.62グロス・マージン43.78%純利益率5.59%有利子負債／自己資本比率7.0%6038 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2.4%現在の配当利回り24%配当性向6038 配当は確実ですか？6038 配当履歴とベンチマークを見る6038 、いつまでに購入すれば配当金を受け取れますか？IID 配当日配当落ち日Jun 29 2026配当支払日Sep 28 2026配当落ちまでの日数32 days配当支払日までの日数123 days6038 配当は確実ですか？6038 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2026/05/27 00:58終値2026/05/27 00:00収益2026/03/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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IID, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Yoshitaka NagaoNomura Securities Co. Ltd.
Reported Earnings • May 20Third quarter 2026 earnings released: EPS: JP¥9.98 (vs JP¥33.67 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.98 (down from JP¥33.67 in 3Q 2025). Revenue: JP¥1.55b (down 8.7% from 3Q 2025). Net income: JP¥49.0m (down 71% from 3Q 2025). Profit margin: 3.2% (down from 9.8% in 3Q 2025). The decrease in margin was driven by lower revenue. 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 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥20.78 (vs JP¥22.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.78 (down from JP¥22.57 in 2Q 2025). Revenue: JP¥1.57b (flat on 2Q 2025). Net income: JP¥102.0m (down 8.9% from 2Q 2025). Profit margin: 6.5% (down from 7.1% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Nov 29IID, Inc. to Report Q2, 2026 Results on Feb 13, 2026IID, Inc. announced that they will report Q2, 2026 results on Feb 13, 2026
Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥48.94 (vs JP¥18.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.94 (up from JP¥18.53 in 1Q 2025). Revenue: JP¥1.43b (down 4.7% from 1Q 2025). Net income: JP¥238.0m (up 162% from 1Q 2025). Profit margin: 17% (up from 6.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 04Concerns Surrounding IID's (TSE:6038) PerformanceThe recent earnings posted by IID, Inc. ( TSE:6038 ) were solid, but the stock didn't move as much as we expected...
分析記事 • Sep 30Is IID (TSE:6038) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 20Third quarter 2026 earnings released: EPS: JP¥9.98 (vs JP¥33.67 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.98 (down from JP¥33.67 in 3Q 2025). Revenue: JP¥1.55b (down 8.7% from 3Q 2025). Net income: JP¥49.0m (down 71% from 3Q 2025). Profit margin: 3.2% (down from 9.8% in 3Q 2025). The decrease in margin was driven by lower revenue. 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 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥20.78 (vs JP¥22.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.78 (down from JP¥22.57 in 2Q 2025). Revenue: JP¥1.57b (flat on 2Q 2025). Net income: JP¥102.0m (down 8.9% from 2Q 2025). Profit margin: 6.5% (down from 7.1% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Nov 29IID, Inc. to Report Q2, 2026 Results on Feb 13, 2026IID, Inc. announced that they will report Q2, 2026 results on Feb 13, 2026
Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥48.94 (vs JP¥18.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.94 (up from JP¥18.53 in 1Q 2025). Revenue: JP¥1.43b (down 4.7% from 1Q 2025). Net income: JP¥238.0m (up 162% from 1Q 2025). Profit margin: 17% (up from 6.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 04Concerns Surrounding IID's (TSE:6038) PerformanceThe recent earnings posted by IID, Inc. ( TSE:6038 ) were solid, but the stock didn't move as much as we expected...
分析記事 • Sep 30Is IID (TSE:6038) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 27IID, Inc. to Report Q1, 2026 Results on Nov 13, 2025IID, Inc. announced that they will report Q1, 2026 results on Nov 13, 2025
Reported Earnings • Aug 16Full year 2025 earnings released: EPS: JP¥62.44 (vs JP¥33.31 in FY 2024)Full year 2025 results: EPS: JP¥62.44 (up from JP¥33.31 in FY 2024). Revenue: JP¥6.08b (flat on FY 2024). Net income: JP¥307.0m (up 88% from FY 2024). Profit margin: 5.0% (up from 2.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 14IID, Inc., Annual General Meeting, Sep 25, 2025IID, Inc., Annual General Meeting, Sep 25, 2025.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥884, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 15% over the past three years.
お知らせ • Jun 25IID, Inc. (TSE:6038) signed a letter of intent to acquire 55.80% stake in Edit Inc. from Naoki Mori and others.IID, Inc. (TSE:6038) signed a letter of intent to acquire 55.80% stake in Edit Inc. from Naoki Mori and others on June 24, 2025. For the period ending September 30, 2024, Edit Inc. reported total revenue of ¥278 million, EBIT of ¥30 million and net income of ¥30 million. As of September 30, 2024, Edit Inc. reported total assets of ¥67 million and net liabilities of ¥33 million. The expected completion of the transaction is July 1, 2025.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.1%).
お知らせ • Jun 03IID, Inc. to Report Fiscal Year 2025 Results on Aug 15, 2025IID, Inc. announced that they will report fiscal year 2025 results on Aug 15, 2025
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥990, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 24% over the past three years.
Reported Earnings • May 21Third quarter 2025 earnings released: EPS: JP¥33.67 (vs JP¥28.98 in 3Q 2024)Third quarter 2025 results: EPS: JP¥33.67 (up from JP¥28.98 in 3Q 2024). Revenue: JP¥1.70b (up 4.5% from 3Q 2024). Net income: JP¥166.0m (up 17% from 3Q 2024). Profit margin: 9.8% (up from 8.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • Mar 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥4.10b market cap, or US$27.3m).
お知らせ • Mar 01IID, Inc. to Report Q3, 2025 Results on May 15, 2025IID, Inc. announced that they will report Q3, 2025 results on May 15, 2025
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥846, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 24% over the past three years.
分析記事 • Feb 27IID (TSE:6038) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from IID, Inc. ( TSE:6038 ) despite the healthy...
お知らせ • Feb 26IID, Inc. (TSE:6038) announces an Equity Buyback for 100,000 shares, representing 2.01% for ¥100 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 2.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The shares will be repurchased at a price of ¥1,919 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy in response to changes in the business environment. As of December 31, 2024, the company has 4,963,452 issued shares (excluding treasury stock) and 99,148 treasury shares.
Reported Earnings • Feb 16Second quarter 2025 earnings released: EPS: JP¥22.57 (vs JP¥21.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.57 (up from JP¥21.22 in 2Q 2024). Revenue: JP¥1.58b (up 1.3% from 2Q 2024). Net income: JP¥112.0m (up 7.7% from 2Q 2024). Profit margin: 7.1% (up from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jan 03IID, Inc. to Report Q2, 2025 Results on Feb 14, 2025IID, Inc. announced that they will report Q2, 2025 results on Feb 14, 2025
お知らせ • Oct 03IID, Inc. to Report Q1, 2025 Results on Nov 14, 2024IID, Inc. announced that they will report Q1, 2025 results on Nov 14, 2024
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥33.31 (vs JP¥56.27 in FY 2023)Full year 2024 results: EPS: JP¥33.31 (down from JP¥56.27 in FY 2023). Revenue: JP¥6.13b (flat on FY 2023). Net income: JP¥163.0m (down 42% from FY 2023). Profit margin: 2.7% (down from 4.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 27Some May Be Optimistic About IID's (TSE:6038) EarningsThe market for IID, Inc.'s ( TSE:6038 ) shares didn't move much after it posted weak earnings recently. Our analysis...
Reported Earnings • Aug 19Full year 2024 earnings released: EPS: JP¥33.31 (vs JP¥56.27 in FY 2023)Full year 2024 results: EPS: JP¥33.31 (down from JP¥56.27 in FY 2023). Revenue: JP¥6.13b (flat on FY 2023). Net income: JP¥163.0m (down 42% from FY 2023). Profit margin: 2.7% (down from 4.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 14IID, Inc., Annual General Meeting, Sep 26, 2024IID, Inc., Annual General Meeting, Sep 26, 2024.
分析記事 • Aug 07Is IID (TSE:6038) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jun 28IID, Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024IID, Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024
Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).
Reported Earnings • May 21Third quarter 2024 earnings released: EPS: JP¥28.98 (vs JP¥25.22 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.98 (up from JP¥25.22 in 3Q 2023). Revenue: JP¥1.63b (down 5.1% from 3Q 2023). Net income: JP¥142.0m (up 13% from 3Q 2023). Profit margin: 8.7% (up from 7.3% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 24IID, Inc. to Report Q3, 2024 Results on May 15, 2024IID, Inc. announced that they will report Q3, 2024 results on May 15, 2024
Reported Earnings • Feb 17Second quarter 2024 earnings released: EPS: JP¥21.22 (vs JP¥24.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.22 (down from JP¥24.06 in 2Q 2023). Revenue: JP¥1.56b (flat on 2Q 2023). Net income: JP¥104.0m (down 13% from 2Q 2023). Profit margin: 6.7% (down from 7.8% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 27IID, Inc. to Report Q2, 2024 Results on Feb 14, 2024IID, Inc. announced that they will report Q2, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20First quarter 2024 earnings released: EPS: JP¥9.04 (vs JP¥17.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.04 (down from JP¥17.97 in 1Q 2023). Revenue: JP¥1.47b (up 8.8% from 1Q 2023). Net income: JP¥44.0m (down 51% from 1Q 2023). Profit margin: 3.0% (down from 6.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.
お知らせ • Aug 27IID, Inc. to Report Q1, 2024 Results on Nov 14, 2023IID, Inc. announced that they will report Q1, 2024 results on Nov 14, 2023
New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 1.7% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (JP¥3.75b market cap, or US$25.6m).
New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.6% Last year net profit margin: 8.1% 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 Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (JP¥3.61b market cap, or US$24.9m).
Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥56.27 (vs JP¥91.76 in FY 2022)Full year 2023 results: EPS: JP¥56.27 (down from JP¥91.76 in FY 2022). Revenue: JP¥6.07b (up 8.9% from FY 2022). Net income: JP¥280.0m (down 38% from FY 2022). Profit margin: 4.6% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% 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 • Aug 12IID, Inc., Annual General Meeting, Sep 28, 2023IID, Inc., Annual General Meeting, Sep 28, 2023.
お知らせ • Jun 29IID, Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023IID, Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023
お知らせ • Jun 07IID, Inc. (TSE:6038) announces an Equity Buyback for 150,000 shares, representing 2.99% for ¥150 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 2.99% of its total shares outstanding (excluding treasury shares), for a total of ¥150 million. The purpose of repurchase program is to return profits to shareholders and to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till July 31, 2023. As of May 31, 2023, the company had 5,015,562 shares outstanding (excluding treasury shares) and had 47,038 shares in treasury.
Reported Earnings • May 15Third quarter 2023 earnings released: EPS: JP¥25.22 (vs JP¥41.53 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.22 (down from JP¥41.53 in 3Q 2022). Revenue: JP¥1.72b (up 10.0% from 3Q 2022). Net income: JP¥126.0m (down 38% from 3Q 2022). Profit margin: 7.3% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: JP¥24.06 (vs JP¥30.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥24.06 (down from JP¥30.10 in 2Q 2022). Revenue: JP¥1.55b (up 7.3% from 2Q 2022). Net income: JP¥120.0m (down 18% from 2Q 2022). Profit margin: 7.8% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. 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 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26IID, Inc. (TSE:6038) agreed to acquire Kabusuru Co., Ltd. from Kabliss Co., Ltd.IID, Inc. (TSE:6038) agreed to acquire Kabusuru Co., Ltd. from Kabliss Co., Ltd. on January 24, 2023.
お知らせ • Jan 07IID, Inc. to Report Q2, 2023 Results on Feb 14, 2023IID, Inc. announced that they will report Q2, 2023 results on Feb 14, 2023
Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥17.97 (vs JP¥19.39 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.97 (down from JP¥19.39 in 1Q 2022). Revenue: JP¥1.35b (up 6.0% from 1Q 2022). Net income: JP¥89.0m (down 6.3% from 1Q 2022). Profit margin: 6.6% (down from 7.5% in 1Q 2022). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. No independent directors (6 non-independent directors). External Director Toshinori Shirai was the last director to join the board, commencing their role in 2014. 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 • Aug 31IID, Inc. to Report Q1, 2023 Results on Nov 14, 2022IID, Inc. announced that they will report Q1, 2023 results on Nov 14, 2022
Reported Earnings • Aug 16Full year 2022 earnings released: EPS: JP¥91.76 (vs JP¥93.33 in FY 2021)Full year 2022 results: EPS: JP¥91.76 (down from JP¥93.33 in FY 2021). Revenue: JP¥5.57b (up 3.1% from FY 2021). Net income: JP¥450.0m (down 3.0% from FY 2021). Profit margin: 8.1% (down from 8.6% in FY 2021). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings.
お知らせ • Aug 14IID, Inc., Annual General Meeting, Sep 07, 2022IID, Inc., Annual General Meeting, Sep 07, 2022.
お知らせ • Jun 03IID, Inc. to Report Fiscal Year 2022 Results on Aug 12, 2022IID, Inc. announced that they will report fiscal year 2022 results on Aug 12, 2022
お知らせ • May 25IID, Inc. (TSE:6038) announces an Equity Buyback for 33,000 shares, representing 0.67% for ¥30 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 33,000 shares, representing 0.67% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30 million. The purpose of the program is to return profits to our shareholders and implement a flexible capital policy in response to changes in the business environment. The program will continue through July 31, 2022. As of April 30, 2022, the company had 4,914,407 issued shares (excluding treasury stock) and 111,993 treasury shares.
Reported Earnings • May 18Third quarter 2022 earnings released: EPS: JP¥41.53 (vs JP¥37.40 in 3Q 2021)Third quarter 2022 results: EPS: JP¥41.53 (up from JP¥37.40 in 3Q 2021). Revenue: JP¥1.56b (up 16% from 3Q 2021). Net income: JP¥204.0m (up 9.7% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). External Director Toshinori Shirai was the last director to join the board, commencing their role in 2014. 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 08IID, Inc. to Report Q3, 2022 Results on May 13, 2022IID, Inc. announced that they will report Q3, 2022 results on May 13, 2022
Reported Earnings • Feb 17Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥30.10 (down from JP¥48.67 in 2Q 2021). Revenue: JP¥1.44b (down 5.4% from 2Q 2021). Net income: JP¥147.0m (down 39% from 2Q 2021). Profit margin: 10% (down from 16% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥93.33 (vs JP¥21.34 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.41b (up 2.7% from FY 2020). Net income: JP¥464.0m (up 346% from FY 2020). Profit margin: 8.6% (up from 2.0% in FY 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Aug 14IID, Inc. (TSE:6038) announces an Equity Buyback for 120,000 shares, representing 2.41% for ¥120 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 2.41% for ¥120 million. The shares will be repurchased at a price of ¥865 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will expire on August 16, 2021. As of June 30, 2021, the company had 4,978,707 shares(excluding treasury stock) in issue and 33,493 shares in treasury.
お知らせ • Jun 23IID, Inc. (TSE:6038) agreed to acquire NHN SAVAWAY Corporation from NHN JAPAN Corp. for ¥50 million.IID, Inc. (TSE:6038) agreed to acquire NHN SAVAWAY Corporation from NHN JAPAN Corp. for ¥50 million on June 22, 2021. In the acquisition, IID, Inc. (TSE:6038) will acquire 0.019 million shares. As of December 2020, NHN SAVAWAY Corporation recorded total assets of ¥433 million, net assets of ¥358 million, operating income of ¥144 million, net income of ¥109 million. The transaction is expected to close on July 1, 2021.
Reported Earnings • May 18Third quarter 2021 earnings released: EPS JP¥37.40 (vs JP¥21.97 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.34b (down 5.6% from 3Q 2020). Net income: JP¥186.0m (up 71% from 3Q 2020). Profit margin: 14% (up from 7.7% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 70% 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 28IID, Inc. to Report Q3, 2021 Results on May 14, 2021IID, Inc. announced that they will report Q3, 2021 results on May 14, 2021
Reported Earnings • Feb 15Second quarter 2021 earnings released: EPS JP¥48.67 (vs JP¥12.70 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.52b (up 17% from 2Q 2020). Net income: JP¥242.0m (up 284% from 2Q 2020). Profit margin: 16% (up from 4.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 19% share price gain to JP¥883, the stock is trading at a trailing P/E ratio of 28.8x, up from the previous P/E ratio of 24.2x. This compares to an average P/E of 26x in the Media industry in Japan. Total return to shareholders over the past three years is a loss of 6.3%.
お知らせ • Nov 29IID, Inc. to Report Q2, 2021 Results on Feb 12, 2021IID, Inc. announced that they will report Q2, 2021 results on Feb 12, 2021
お知らせ • Nov 19+ 1 more updateAn unknown buyer agreed to acquire 23.11% stake in EhonNavi Corporation from IID, Inc. (TSE:6038).An unknown buyer agreed to acquire 23.11% stake in EhonNavi Corporation from IID, Inc. (TSE:6038) on November 17, 2020. Under the terms, 11,256 shares will be sold by IID, Inc. Post completion, IID, Inc will hold 35.82% stake in EhonNavi. The transaction is expected to complete on November 30, 2020.
お知らせ • Oct 10IID, Inc. to Report Q1, 2021 Results on Nov 13, 2020IID, Inc. announced that they will report Q1, 2021 results on Nov 13, 2020
お知らせ • Aug 26IID, Inc. (TSE:6038) agreed to acquire Go School Business from Proto Corporation (TSE:4298).IID, Inc. (TSE:6038) agreed to acquire Go School Business from Proto Corporation (TSE:4298) on August 25, 2020. The Board of Directors has passed the resolution for the transaction. Completion is scheduled to take place on October 1, 2020.
お知らせ • Aug 25IID, Inc. (TSE:6038) concluded a contract to acquire Goo School business of Proto Corporation (TSE:4298) for ¥5 million.IID, Inc. (TSE:6038) concluded a contract to acquire Goo School business of Proto Corporation (TSE:4298) for ¥5 million on August 25, 2020. The transaction will not result in name change of either IID, Inc. or Proto Corporation. The business reported sales of ¥105 million for the year ending March 31, 2020. The Board of Directors of Proto Corporation passed a resolution for the transaction on August 25, 2020. The transaction is expected to be completed on October 1, 2020.
お知らせ • Jul 30IID, Inc. (TSE:6038) completed the acquisition of Michael, Inc. from Mercari, Inc. (TSE:4385)IID, Inc. (TSE:6038) signed an agreement to acquire Michael, Inc. from Mercari, Inc. (TSE:4385) for ¥86 million on May 26, 2020. Under the terms of acquisition, 5,015 common shares and 254 class A preferred shares of Michael, Inc. will be transferred to IID, Inc. As of June 30, 2019, Michael, Inc. reported total common equity of ¥205 million and total assets of ¥296 million. The deal is expected to be completed on June 30, 2020. IID, Inc. (TSE:6038) completed the acquisition of Michael, Inc. from Mercari, Inc. (TSE:4385) on June 30, 2020.
お知らせ • Jul 05IID, Inc. to Report Fiscal Year 2020 Results on Aug 14, 2020IID, Inc. announced that they will report fiscal year 2020 results on Aug 14, 2020
