View ValuationRentracksLTD 将来の成長Future 基準チェック /06現在、 RentracksLTDの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Media 収益成長16.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updates分析記事 • May 22RentracksLTD's (TSE:6045) Shareholders Should Assess Earnings With CautionDespite posting strong earnings, Rentracks CO.,LTD.'s ( TSE:6045 ) stock didn't move much over the last week. We...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥327 (vs JP¥85.03 in FY 2025)Full year 2026 results: EPS: JP¥327 (up from JP¥85.03 in FY 2025). Revenue: JP¥4.44b (up 15% from FY 2025). Net income: JP¥2.57b (up 285% from FY 2025). Profit margin: 58% (up from 17% in FY 2025). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Rentracks CO.,LTD., Annual General Meeting, Jun 26, 2026Rentracks CO.,LTD., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Rentracks CO.,LTD. to Report Fiscal Year 2026 Results on May 15, 2026Rentracks CO.,LTD. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥18.46 (vs JP¥21.26 in 3Q 2025)Third quarter 2026 results: EPS: JP¥18.46 (down from JP¥21.26 in 3Q 2025). Revenue: JP¥1.16b (up 20% from 3Q 2025). Net income: JP¥145.0m (down 13% from 3Q 2025). Profit margin: 13% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10Rentracks CO.,LTD. (TSE:6045) completed the acquisition of 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima.Rentracks CO.,LTD. (TSE:6045) entered into a share purchase agreement to acquire 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima on January 21, 2026. Rentracks CO.,LTD. will acquire 2095 shares of Ijima Kingin Kogyo Co., Ltd. representing 95% stake and will pay a cash consideration in exchange. For the period ending February 28, 2025, Ijima Kingin Kogyo Co., Ltd. reported total revenue of ¥22.17 billion, EBIT of ¥41 million and net income of ¥194 million. As of February 28, 2025, Ijima Kingin Kogyo Co., Ltd. reported total assets of ¥3.27 billion and total common equity of ¥2.01 billion. The expected completion of the transaction is February 6, 2026. Rentracks CO.,LTD. (TSE:6045) completed the acquisition of 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima on February 9, 2026.お知らせ • Nov 29Rentracks CO.,LTD. to Report Q3, 2026 Results on Feb 12, 2026Rentracks CO.,LTD. announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 19Second quarter 2026 earnings released: EPS: JP¥17.82 (vs JP¥27.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.82 (down from JP¥27.11 in 2Q 2025). Revenue: JP¥1.12b (up 19% from 2Q 2025). Net income: JP¥140.0m (down 34% from 2Q 2025). Profit margin: 13% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.New Risk • Sep 22New 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 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Market cap is less than US$100m (JP¥13.1b market cap, or US$88.7m).お知らせ • Sep 01Rentracks CO.,LTD. to Report Q2, 2026 Results on Nov 14, 2025Rentracks CO.,LTD. announced that they will report Q2, 2026 results on Nov 14, 2025Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,489, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 18x in the Media industry in Japan. Total returns to shareholders of 113% over the past three years.Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥35.01 (vs JP¥26.48 in 1Q 2025)First quarter 2026 results: EPS: JP¥35.01 (up from JP¥26.48 in 1Q 2025). Revenue: JP¥1.02b (up 5.3% from 1Q 2025). Net income: JP¥275.0m (up 32% from 1Q 2025). Profit margin: 27% (up from 22% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year and the company’s share price has also increased by 29% per year.分析記事 • Aug 15Investors Appear Satisfied With Rentracks CO.,LTD.'s (TSE:6045) Prospects As Shares Rocket 25%TSE:6045 1 Year Share Price vs Fair Value Explore RentracksLTD's Fair Values from the Community and select yours The...分析記事 • Aug 15These 4 Measures Indicate That RentracksLTD (TSE:6045) Is Using Debt SafelyTSE:6045 1 Year Share Price vs Fair Value Explore RentracksLTD's Fair Values from the Community and select yours...New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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: Major Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (JP¥8.85b market cap, or US$59.6m).Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥85.03 (vs JP¥43.15 in FY 2024)Full year 2025 results: EPS: JP¥85.03 (up from JP¥43.15 in FY 2024). Revenue: JP¥3.86b (up 17% from FY 2024). Net income: JP¥668.0m (up 97% from FY 2024). Profit margin: 17% (up from 10% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.お知らせ • May 31Rentracks CO.,LTD. to Report Q1, 2026 Results on Aug 14, 2025Rentracks CO.,LTD. announced that they will report Q1, 2026 results on Aug 14, 2025分析記事 • May 28RentracksLTD's (TSE:6045) Solid Earnings Are Supported By Other Strong FactorsRentracks CO.,LTD.'s ( TSE:6045 ) strong earnings report was rewarded with a positive stock price move. We have done...Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥85.03 (vs JP¥43.15 in FY 2024)Full year 2025 results: EPS: JP¥85.03 (up from JP¥43.15 in FY 2024). Revenue: JP¥3.86b (up 17% from FY 2024). Net income: JP¥668.0m (up 97% from FY 2024). Profit margin: 17% (up from 10% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2025Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2025.分析記事 • Apr 07More Unpleasant Surprises Could Be In Store For Rentracks CO.,LTD.'s (TSE:6045) Shares After Tumbling 29%The Rentracks CO.,LTD. ( TSE:6045 ) share price has softened a substantial 29% over the previous 30 days, handing back...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥926, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 53% over the past three years.お知らせ • Mar 27Rentracks CO.,LTD. to Report Fiscal Year 2025 Results on May 15, 2025Rentracks CO.,LTD. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥21.26 (vs JP¥17.95 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.26 (up from JP¥17.95 in 3Q 2024). Revenue: JP¥964.0m (up 23% from 3Q 2024). Net income: JP¥167.0m (up 18% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 14Shareholders Would Enjoy A Repeat Of RentracksLTD's (TSE:6045) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...分析記事 • Feb 14Revenues Not Telling The Story For Rentracks CO.,LTD. (TSE:6045) After Shares Rise 26%The Rentracks CO.,LTD. ( TSE:6045 ) share price has done very well over the last month, posting an excellent gain of...New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (JP¥7.38b market cap, or US$48.4m).Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥940, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 18x in the Media industry in Japan. Total returns to shareholders of 66% over the past three years.お知らせ • Nov 30Rentracks CO.,LTD. to Report Q3, 2025 Results on Feb 13, 2025Rentracks CO.,LTD. announced that they will report Q3, 2025 results on Feb 13, 2025分析記事 • Nov 26RentracksLTD's (TSE:6045) Strong Earnings Are Of Good QualityRentracks CO.,LTD. ( TSE:6045 ) just reported healthy earnings but the stock price didn't move much. Our analysis...New Risk • Nov 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥5.29b market cap, or US$34.2m).分析記事 • Oct 29We Like RentracksLTD's (TSE:6045) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...お知らせ • Sep 27Rentracks CO.,LTD. to Report Q2, 2025 Results on Nov 14, 2024Rentracks CO.,LTD. announced that they will report Q2, 2025 results on Nov 14, 2024分析記事 • Sep 26Is RentracksLTD (TSE:6045) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Sep 24New 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 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (JP¥4.93b market cap, or US$34.3m).分析記事 • Aug 21Rentracks CO.,LTD.'s (TSE:6045) Shares Climb 31% But Its Business Is Yet to Catch UpDespite an already strong run, Rentracks CO.,LTD. ( TSE:6045 ) shares have been powering on, with a gain of 31% in the...Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥26.48 (vs JP¥4.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.48 (up from JP¥4.58 in 1Q 2024). Revenue: JP¥967.0m (up 19% from 1Q 2024). Net income: JP¥208.0m (up 478% from 1Q 2024). Profit margin: 22% (up from 4.4% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥545, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 8.6% over the past three years.お知らせ • Jun 28Rentracks CO.,LTD. to Report Q1, 2025 Results on Aug 14, 2024Rentracks CO.,LTD. announced that they will report Q1, 2025 results on Aug 14, 2024分析記事 • Jun 26Here's Why RentracksLTD (TSE:6045) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 23RentracksLTD's (TSE:6045) Earnings Seem To Be PromisingThe market seemed underwhelmed by the solid earnings posted by Rentracks CO.,LTD. ( TSE:6045 ) recently. We have done...Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥43.15 (vs JP¥25.20 in FY 2023)Full year 2024 results: EPS: JP¥43.15 (up from JP¥25.20 in FY 2023). Revenue: JP¥3.30b (flat on FY 2023). Net income: JP¥339.0m (up 71% from FY 2023). Profit margin: 10% (up from 6.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • May 18Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2024Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2024.分析記事 • Mar 25Is RentracksLTD (TSE:6045) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Mar 25There's Reason For Concern Over Rentracks CO.,LTD.'s (TSE:6045) Massive 26% Price JumpDespite an already strong run, Rentracks CO.,LTD. ( TSE:6045 ) shares have been powering on, with a gain of 26% in the...New Risk • Mar 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (JP¥4.20b market cap, or US$27.7m).Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.2%).お知らせ • Mar 02Rentracks CO.,LTD. to Report Fiscal Year 2024 Results on May 15, 2024Rentracks CO.,LTD. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥17.95 (vs JP¥18.97 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.95 (down from JP¥18.97 in 3Q 2023). Revenue: JP¥782.0m (down 5.0% from 3Q 2023). Net income: JP¥141.0m (down 5.4% from 3Q 2023). Profit margin: 18% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Nov 27Rentracks CO.,LTD. to Report Q3, 2024 Results on Feb 13, 2024Rentracks CO.,LTD. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥16.29 (vs JP¥19.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.29 (down from JP¥19.60 in 2Q 2023). Revenue: JP¥817.0m (down 6.4% from 2Q 2023). Net income: JP¥128.0m (down 17% from 2Q 2023). Profit margin: 16% (down from 18% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.お知らせ • Aug 30Rentracks CO.,LTD. to Report Q2, 2024 Results on Nov 14, 2023Rentracks CO.,LTD. announced that they will report Q2, 2024 results on Nov 14, 2023Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥4.58 (vs JP¥21.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.58 (down from JP¥21.64 in 1Q 2023). Revenue: JP¥816.0m (up 9.1% from 1Q 2023). Net income: JP¥36.0m (down 79% from 1Q 2023). Profit margin: 4.4% (down from 23% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 30Rentracks CO.,LTD. to Report Q1, 2024 Results on Aug 15, 2023Rentracks CO.,LTD. announced that they will report Q1, 2024 results on Aug 15, 2023Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥656, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 88% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥18.97 (vs JP¥17.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.97 (up from JP¥17.02 in 3Q 2022). Revenue: JP¥823.0m (up 35% from 3Q 2022). Net income: JP¥149.0m (up 11% from 3Q 2022). Profit margin: 18% (down from 22% 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 64% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27Rentracks CO.,LTD. to Report Q3, 2023 Results on Feb 13, 2023Rentracks CO.,LTD. announced that they will report Q3, 2023 results on Feb 13, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.60 (vs JP¥14.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.60 (up from JP¥14.48 in 2Q 2022). Revenue: JP¥873.0m (up 63% from 2Q 2022). Net income: JP¥154.0m (up 35% from 2Q 2022). Profit margin: 18% (down from 21% 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 65% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Yoshihiro Morito was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Aug 28Rentracks CO.,LTD. to Report Q2, 2023 Results on Nov 14, 2022Rentracks CO.,LTD. announced that they will report Q2, 2023 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥773, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 65% over the past three years.Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥21.64 (vs JP¥19.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥21.64 (up from JP¥19.43 in 1Q 2022). Revenue: JP¥748.0m (up 22% from 1Q 2022). Net income: JP¥170.0m (up 11% from 1Q 2022). Profit margin: 23% (down from 25% 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 57% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 29Rentracks CO.,LTD. to Report Q1, 2023 Results on Aug 12, 2022Rentracks CO.,LTD. announced that they will report Q1, 2023 results on Aug 12, 2022お知らせ • May 18Rentracks CO.,LTD., Annual General Meeting, Jun 29, 2022Rentracks CO.,LTD., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yoshihiro Morito was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Rentracks CO.,LTD. to Report Fiscal Year 2022 Results on May 16, 2022Rentracks CO.,LTD. announced that they will report fiscal year 2022 results on May 16, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.0%).Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.02 (up from JP¥11.81 in 3Q 2021). Revenue: JP¥608.0m (down 80% from 3Q 2021). Net income: JP¥134.0m (up 44% from 3Q 2021). Profit margin: 22% (up from 3.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥14.48 (vs JP¥1.91 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥536.0m (down 79% from 2Q 2021). Net income: JP¥114.0m (up JP¥99.0m from 2Q 2021). Profit margin: 21% (up from 0.6% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥781, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 18x in the Media industry in Japan. Total loss to shareholders of 16% over the past three years.Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥27.68 (vs JP¥7.48 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥12.4b (up 30% from FY 2020). Net income: JP¥218.0m (up 270% from FY 2020). Profit margin: 1.8% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.5%).お知らせ • Mar 04Rentracks CO.,LTD. to Report Fiscal Year 2021 Results on May 14, 2021Rentracks CO.,LTD. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.81 (vs JP¥2.79 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.01b (up 49% from 3Q 2020). Net income: JP¥93.0m (up JP¥115.0m from 3Q 2020). Profit margin: 3.1% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% 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.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥646, the stock is trading at a trailing P/E ratio of 73.7x, up from the previous P/E ratio of 64x. 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 31%.Is New 90 Day High Low • Jan 18New 90-day high: JP¥621The company is up 22% from its price of JP¥509 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 3.0% over the same period.お知らせ • Oct 10Rentracks CO.,LTD. to Report Q2, 2021 Results on Nov 13, 2020Rentracks CO.,LTD. announced that they will report Q2, 2021 results on Nov 13, 2020お知らせ • Jul 05Rentracks CO.,LTD. to Report Q1, 2021 Results on Aug 14, 2020Rentracks CO.,LTD. announced that they will report Q1, 2021 results on Aug 14, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、RentracksLTD は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:6045 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20264,4402,570-446-440N/A12/31/20254,283640N/AN/AN/A9/30/20254,088662824830N/A6/30/20253,913735N/AN/AN/A3/31/20253,8626681,5701,579N/A12/31/20243,756622N/AN/AN/A9/30/20243,574596919931N/A6/30/20243,446511N/AN/AN/A3/31/20243,295339620626N/A12/31/20233,26730N/AN/AN/A9/30/20233,30838281353N/A6/30/20233,36464N/AN/AN/A3/31/20233,296198-382-298N/A12/31/20223,142510N/AN/AN/A9/30/20222,927495-321-303N/A6/30/20222,590455N/AN/AN/A3/31/20222,455438-91-84N/A12/31/20215,283474N/AN/AN/A9/30/20217,684433-75-67N/A6/30/20219,746334N/AN/AN/A3/31/202112,350218463484N/A12/31/202011,485184N/AN/AN/A9/30/202010,500695188N/A6/30/202010,26555N/AN/AN/A3/31/20209,50059-262-237N/A12/31/20199,55955N/AN/AN/A9/30/20199,761141N/A349N/A6/30/201910,565234N/AN/AN/A3/31/201910,409279N/A420N/A12/31/20189,839316N/AN/AN/A9/30/20189,526310N/A229N/A6/30/20188,568300N/AN/AN/A3/31/20188,333281N/A208N/A12/31/20178,341320N/AN/AN/A9/30/20178,175342N/A346N/A6/30/20177,759335N/AN/AN/A3/31/20177,586354N/A402N/A12/31/20167,250341N/AN/AN/A9/30/20167,028331N/A380N/A6/30/20166,711325N/AN/AN/A3/31/20166,313307N/A62N/A12/31/20155,680274N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6045の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 6045の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 6045の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 6045の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 6045の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6045の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 07:42終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Rentracks CO.,LTD. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
分析記事 • May 22RentracksLTD's (TSE:6045) Shareholders Should Assess Earnings With CautionDespite posting strong earnings, Rentracks CO.,LTD.'s ( TSE:6045 ) stock didn't move much over the last week. We...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥327 (vs JP¥85.03 in FY 2025)Full year 2026 results: EPS: JP¥327 (up from JP¥85.03 in FY 2025). Revenue: JP¥4.44b (up 15% from FY 2025). Net income: JP¥2.57b (up 285% from FY 2025). Profit margin: 58% (up from 17% in FY 2025). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Rentracks CO.,LTD., Annual General Meeting, Jun 26, 2026Rentracks CO.,LTD., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Rentracks CO.,LTD. to Report Fiscal Year 2026 Results on May 15, 2026Rentracks CO.,LTD. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥18.46 (vs JP¥21.26 in 3Q 2025)Third quarter 2026 results: EPS: JP¥18.46 (down from JP¥21.26 in 3Q 2025). Revenue: JP¥1.16b (up 20% from 3Q 2025). Net income: JP¥145.0m (down 13% from 3Q 2025). Profit margin: 13% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10Rentracks CO.,LTD. (TSE:6045) completed the acquisition of 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima.Rentracks CO.,LTD. (TSE:6045) entered into a share purchase agreement to acquire 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima on January 21, 2026. Rentracks CO.,LTD. will acquire 2095 shares of Ijima Kingin Kogyo Co., Ltd. representing 95% stake and will pay a cash consideration in exchange. For the period ending February 28, 2025, Ijima Kingin Kogyo Co., Ltd. reported total revenue of ¥22.17 billion, EBIT of ¥41 million and net income of ¥194 million. As of February 28, 2025, Ijima Kingin Kogyo Co., Ltd. reported total assets of ¥3.27 billion and total common equity of ¥2.01 billion. The expected completion of the transaction is February 6, 2026. Rentracks CO.,LTD. (TSE:6045) completed the acquisition of 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima on February 9, 2026.
お知らせ • Nov 29Rentracks CO.,LTD. to Report Q3, 2026 Results on Feb 12, 2026Rentracks CO.,LTD. announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 19Second quarter 2026 earnings released: EPS: JP¥17.82 (vs JP¥27.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.82 (down from JP¥27.11 in 2Q 2025). Revenue: JP¥1.12b (up 19% from 2Q 2025). Net income: JP¥140.0m (down 34% from 2Q 2025). Profit margin: 13% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 22New 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 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Market cap is less than US$100m (JP¥13.1b market cap, or US$88.7m).
お知らせ • Sep 01Rentracks CO.,LTD. to Report Q2, 2026 Results on Nov 14, 2025Rentracks CO.,LTD. announced that they will report Q2, 2026 results on Nov 14, 2025
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,489, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 18x in the Media industry in Japan. Total returns to shareholders of 113% over the past three years.
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥35.01 (vs JP¥26.48 in 1Q 2025)First quarter 2026 results: EPS: JP¥35.01 (up from JP¥26.48 in 1Q 2025). Revenue: JP¥1.02b (up 5.3% from 1Q 2025). Net income: JP¥275.0m (up 32% from 1Q 2025). Profit margin: 27% (up from 22% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year and the company’s share price has also increased by 29% per year.
分析記事 • Aug 15Investors Appear Satisfied With Rentracks CO.,LTD.'s (TSE:6045) Prospects As Shares Rocket 25%TSE:6045 1 Year Share Price vs Fair Value Explore RentracksLTD's Fair Values from the Community and select yours The...
分析記事 • Aug 15These 4 Measures Indicate That RentracksLTD (TSE:6045) Is Using Debt SafelyTSE:6045 1 Year Share Price vs Fair Value Explore RentracksLTD's Fair Values from the Community and select yours...
New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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: Major Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (JP¥8.85b market cap, or US$59.6m).
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥85.03 (vs JP¥43.15 in FY 2024)Full year 2025 results: EPS: JP¥85.03 (up from JP¥43.15 in FY 2024). Revenue: JP¥3.86b (up 17% from FY 2024). Net income: JP¥668.0m (up 97% from FY 2024). Profit margin: 17% (up from 10% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
お知らせ • May 31Rentracks CO.,LTD. to Report Q1, 2026 Results on Aug 14, 2025Rentracks CO.,LTD. announced that they will report Q1, 2026 results on Aug 14, 2025
分析記事 • May 28RentracksLTD's (TSE:6045) Solid Earnings Are Supported By Other Strong FactorsRentracks CO.,LTD.'s ( TSE:6045 ) strong earnings report was rewarded with a positive stock price move. We have done...
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥85.03 (vs JP¥43.15 in FY 2024)Full year 2025 results: EPS: JP¥85.03 (up from JP¥43.15 in FY 2024). Revenue: JP¥3.86b (up 17% from FY 2024). Net income: JP¥668.0m (up 97% from FY 2024). Profit margin: 17% (up from 10% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2025Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 07More Unpleasant Surprises Could Be In Store For Rentracks CO.,LTD.'s (TSE:6045) Shares After Tumbling 29%The Rentracks CO.,LTD. ( TSE:6045 ) share price has softened a substantial 29% over the previous 30 days, handing back...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥926, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 53% over the past three years.
お知らせ • Mar 27Rentracks CO.,LTD. to Report Fiscal Year 2025 Results on May 15, 2025Rentracks CO.,LTD. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥21.26 (vs JP¥17.95 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.26 (up from JP¥17.95 in 3Q 2024). Revenue: JP¥964.0m (up 23% from 3Q 2024). Net income: JP¥167.0m (up 18% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 14Shareholders Would Enjoy A Repeat Of RentracksLTD's (TSE:6045) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 • Feb 14Revenues Not Telling The Story For Rentracks CO.,LTD. (TSE:6045) After Shares Rise 26%The Rentracks CO.,LTD. ( TSE:6045 ) share price has done very well over the last month, posting an excellent gain of...
New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (JP¥7.38b market cap, or US$48.4m).
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥940, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 18x in the Media industry in Japan. Total returns to shareholders of 66% over the past three years.
お知らせ • Nov 30Rentracks CO.,LTD. to Report Q3, 2025 Results on Feb 13, 2025Rentracks CO.,LTD. announced that they will report Q3, 2025 results on Feb 13, 2025
分析記事 • Nov 26RentracksLTD's (TSE:6045) Strong Earnings Are Of Good QualityRentracks CO.,LTD. ( TSE:6045 ) just reported healthy earnings but the stock price didn't move much. Our analysis...
New Risk • Nov 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥5.29b market cap, or US$34.2m).
分析記事 • Oct 29We Like RentracksLTD's (TSE:6045) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
お知らせ • Sep 27Rentracks CO.,LTD. to Report Q2, 2025 Results on Nov 14, 2024Rentracks CO.,LTD. announced that they will report Q2, 2025 results on Nov 14, 2024
分析記事 • Sep 26Is RentracksLTD (TSE:6045) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Sep 24New 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 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (JP¥4.93b market cap, or US$34.3m).
分析記事 • Aug 21Rentracks CO.,LTD.'s (TSE:6045) Shares Climb 31% But Its Business Is Yet to Catch UpDespite an already strong run, Rentracks CO.,LTD. ( TSE:6045 ) shares have been powering on, with a gain of 31% in the...
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥26.48 (vs JP¥4.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.48 (up from JP¥4.58 in 1Q 2024). Revenue: JP¥967.0m (up 19% from 1Q 2024). Net income: JP¥208.0m (up 478% from 1Q 2024). Profit margin: 22% (up from 4.4% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥545, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 8.6% over the past three years.
お知らせ • Jun 28Rentracks CO.,LTD. to Report Q1, 2025 Results on Aug 14, 2024Rentracks CO.,LTD. announced that they will report Q1, 2025 results on Aug 14, 2024
分析記事 • Jun 26Here's Why RentracksLTD (TSE:6045) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 23RentracksLTD's (TSE:6045) Earnings Seem To Be PromisingThe market seemed underwhelmed by the solid earnings posted by Rentracks CO.,LTD. ( TSE:6045 ) recently. We have done...
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥43.15 (vs JP¥25.20 in FY 2023)Full year 2024 results: EPS: JP¥43.15 (up from JP¥25.20 in FY 2023). Revenue: JP¥3.30b (flat on FY 2023). Net income: JP¥339.0m (up 71% from FY 2023). Profit margin: 10% (up from 6.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • May 18Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2024Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2024.
分析記事 • Mar 25Is RentracksLTD (TSE:6045) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Mar 25There's Reason For Concern Over Rentracks CO.,LTD.'s (TSE:6045) Massive 26% Price JumpDespite an already strong run, Rentracks CO.,LTD. ( TSE:6045 ) shares have been powering on, with a gain of 26% in the...
New Risk • Mar 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (JP¥4.20b market cap, or US$27.7m).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.2%).
お知らせ • Mar 02Rentracks CO.,LTD. to Report Fiscal Year 2024 Results on May 15, 2024Rentracks CO.,LTD. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥17.95 (vs JP¥18.97 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.95 (down from JP¥18.97 in 3Q 2023). Revenue: JP¥782.0m (down 5.0% from 3Q 2023). Net income: JP¥141.0m (down 5.4% from 3Q 2023). Profit margin: 18% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 27Rentracks CO.,LTD. to Report Q3, 2024 Results on Feb 13, 2024Rentracks CO.,LTD. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥16.29 (vs JP¥19.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.29 (down from JP¥19.60 in 2Q 2023). Revenue: JP¥817.0m (down 6.4% from 2Q 2023). Net income: JP¥128.0m (down 17% from 2Q 2023). Profit margin: 16% (down from 18% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Aug 30Rentracks CO.,LTD. to Report Q2, 2024 Results on Nov 14, 2023Rentracks CO.,LTD. announced that they will report Q2, 2024 results on Nov 14, 2023
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥4.58 (vs JP¥21.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.58 (down from JP¥21.64 in 1Q 2023). Revenue: JP¥816.0m (up 9.1% from 1Q 2023). Net income: JP¥36.0m (down 79% from 1Q 2023). Profit margin: 4.4% (down from 23% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 30Rentracks CO.,LTD. to Report Q1, 2024 Results on Aug 15, 2023Rentracks CO.,LTD. announced that they will report Q1, 2024 results on Aug 15, 2023
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥656, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 88% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥18.97 (vs JP¥17.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.97 (up from JP¥17.02 in 3Q 2022). Revenue: JP¥823.0m (up 35% from 3Q 2022). Net income: JP¥149.0m (up 11% from 3Q 2022). Profit margin: 18% (down from 22% 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 64% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27Rentracks CO.,LTD. to Report Q3, 2023 Results on Feb 13, 2023Rentracks CO.,LTD. announced that they will report Q3, 2023 results on Feb 13, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.60 (vs JP¥14.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.60 (up from JP¥14.48 in 2Q 2022). Revenue: JP¥873.0m (up 63% from 2Q 2022). Net income: JP¥154.0m (up 35% from 2Q 2022). Profit margin: 18% (down from 21% 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 65% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Yoshihiro Morito was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Aug 28Rentracks CO.,LTD. to Report Q2, 2023 Results on Nov 14, 2022Rentracks CO.,LTD. announced that they will report Q2, 2023 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥773, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥21.64 (vs JP¥19.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥21.64 (up from JP¥19.43 in 1Q 2022). Revenue: JP¥748.0m (up 22% from 1Q 2022). Net income: JP¥170.0m (up 11% from 1Q 2022). Profit margin: 23% (down from 25% 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 57% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 29Rentracks CO.,LTD. to Report Q1, 2023 Results on Aug 12, 2022Rentracks CO.,LTD. announced that they will report Q1, 2023 results on Aug 12, 2022
お知らせ • May 18Rentracks CO.,LTD., Annual General Meeting, Jun 29, 2022Rentracks CO.,LTD., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yoshihiro Morito was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Rentracks CO.,LTD. to Report Fiscal Year 2022 Results on May 16, 2022Rentracks CO.,LTD. announced that they will report fiscal year 2022 results on May 16, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.0%).
Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.02 (up from JP¥11.81 in 3Q 2021). Revenue: JP¥608.0m (down 80% from 3Q 2021). Net income: JP¥134.0m (up 44% from 3Q 2021). Profit margin: 22% (up from 3.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥14.48 (vs JP¥1.91 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥536.0m (down 79% from 2Q 2021). Net income: JP¥114.0m (up JP¥99.0m from 2Q 2021). Profit margin: 21% (up from 0.6% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥781, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 18x in the Media industry in Japan. Total loss to shareholders of 16% over the past three years.
Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥27.68 (vs JP¥7.48 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥12.4b (up 30% from FY 2020). Net income: JP¥218.0m (up 270% from FY 2020). Profit margin: 1.8% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.5%).
お知らせ • Mar 04Rentracks CO.,LTD. to Report Fiscal Year 2021 Results on May 14, 2021Rentracks CO.,LTD. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.81 (vs JP¥2.79 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.01b (up 49% from 3Q 2020). Net income: JP¥93.0m (up JP¥115.0m from 3Q 2020). Profit margin: 3.1% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% 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.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥646, the stock is trading at a trailing P/E ratio of 73.7x, up from the previous P/E ratio of 64x. 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 31%.
Is New 90 Day High Low • Jan 18New 90-day high: JP¥621The company is up 22% from its price of JP¥509 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 3.0% over the same period.
お知らせ • Oct 10Rentracks CO.,LTD. to Report Q2, 2021 Results on Nov 13, 2020Rentracks CO.,LTD. announced that they will report Q2, 2021 results on Nov 13, 2020
お知らせ • Jul 05Rentracks CO.,LTD. to Report Q1, 2021 Results on Aug 14, 2020Rentracks CO.,LTD. announced that they will report Q1, 2021 results on Aug 14, 2020