View Future GrowthIID 過去の業績過去 基準チェック /46IIDの収益は年間平均-7.6%の割合で減少していますが、 Media業界の収益は年間 増加しています。収益は年間7.1% 2.8%割合で 増加しています。 IIDの自己資本利益率は6.7%であり、純利益率は5.6%です。主要情報-7.63%収益成長率-7.36%EPS成長率Media 業界の成長9.30%収益成長率2.75%株主資本利益率6.74%ネット・マージン5.59%次回の業績アップデート14 Aug 2026最近の業績更新お知らせ • Jun 03IID, Inc. to Report Fiscal Year 2026 Results on Aug 14, 2026IID, Inc. announced that they will report fiscal year 2026 results on Aug 14, 2026Reported 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...すべての更新を表示Recent updatesUpcoming Dividend • Jun 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 28 September 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (2.3%).お知らせ • Jun 03IID, Inc. to Report Fiscal Year 2026 Results on Aug 14, 2026IID, Inc. announced that they will report fiscal year 2026 results on Aug 14, 2026Reported 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収支内訳IID の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:6038 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 265,8543272,317031 Dec 256,0024442,316030 Sep 256,0144542,304030 Jun 256,0843072,293031 Mar 256,2482422,284031 Dec 246,1752182,267030 Sep 246,1542102,232030 Jun 246,1251632,228031 Mar 246,1152352,162031 Dec 236,2032192,187030 Sep 236,1912352,210030 Jun 236,0722802,144031 Mar 235,9123392,125031 Dec 225,7564172,026030 Sep 225,6514441,945030 Jun 225,5744501,906031 Mar 225,5103581,865031 Dec 215,2923401,806030 Sep 215,3754351,916030 Jun 215,4074642,015031 Mar 215,4584082,090031 Dec 205,5373312,182030 Sep 205,3161522,096030 Jun 205,2661042,036031 Mar 205,2471842,007031 Dec 195,2672141,998030 Sep 195,3082292,018030 Jun 195,1921942,000031 Mar 195,0922211,994031 Dec 184,9441081,994030 Sep 184,729371,971030 Jun 184,715501,988031 Mar 184,544-3861,929031 Dec 174,449-3961,886030 Sep 174,467-3951,865030 Jun 174,399-4371,867031 Mar 174,48761,892031 Dec 164,581771,938030 Sep 164,5431201,911030 Jun 164,5331431,878031 Mar 164,3952501,731031 Dec 154,1172621,552030 Sep 153,8822841,420030 Jun 153,7063211,2880質の高い収益: 6038は 高品質の収益 を持っています。利益率の向上: 6038の現在の純利益率 (5.6%)は、昨年(3.9%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 6038の収益は過去 5 年間で年間7.6%減少しました。成長の加速: 6038の過去 1 年間の収益成長率 ( 35.1% ) は、5 年間の平均 ( 年間-7.6%を上回っています。収益対業界: 6038の過去 1 年間の収益成長率 ( 35.1% ) はMedia業界30%を上回りました。株主資本利益率高いROE: 6038の 自己資本利益率 ( 6.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/27 04:44終値2026/06/26 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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋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.
お知らせ • Jun 03IID, Inc. to Report Fiscal Year 2026 Results on Aug 14, 2026IID, Inc. announced that they will report fiscal year 2026 results on Aug 14, 2026
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...
Upcoming Dividend • Jun 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 28 September 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (2.3%).
お知らせ • Jun 03IID, Inc. to Report Fiscal Year 2026 Results on Aug 14, 2026IID, Inc. announced that they will report fiscal year 2026 results on Aug 14, 2026
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