Trenders（6069）株式概要トレンダーズ株式会社は、日本におけるマーケティング事業を行っています。 詳細6069 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績0/6財務の健全性5/6配当金6/6報酬当社が推定した公正価値より95.9%で取引されている 収益は年間49.52%増加すると予測されています 5.84%の高配当で安定した配当金を支払う リスク分析利益率(2.6%)は昨年より低い(9.7%) 財務結果に影響を与える大きな一時的項目 意味のある時価総額がありません ( ¥5B )すべてのリスクチェックを見る6069 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥599.0025.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture014b2016201920222025202620282031Revenue JP¥14.4bEarnings JP¥375.5mAdvancedSet Fair ValueView all narrativesTrenders, Inc. 競合他社ZetaSymbol: TSE:6031Market cap: JP¥4.8bGendai AgencySymbol: TSE:2411Market cap: JP¥5.0bIIDSymbol: TSE:6038Market cap: JP¥4.4bW TOKYOSymbol: TSE:9159Market cap: JP¥5.6b価格と性能株価の高値、安値、推移の概要Trenders過去の株価現在の株価JP¥599.0052週高値JP¥1,088.0052週安値JP¥580.00ベータ0.0681ヶ月の変化-15.87%3ヶ月変化-23.11%1年変化-35.52%3年間の変化-50.98%5年間の変化-8.13%IPOからの変化-59.18%最新ニュース分析記事 • May 21We Think You Can Look Beyond Trenders' (TSE:6069) Lackluster EarningsTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. However, our analysis...Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥27.65 (down from JP¥76.10 in FY 2025). Revenue: JP¥8.28b (up 34% from FY 2025). Net income: JP¥216.0m (down 64% from FY 2025). Profit margin: 2.6% (down from 9.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.お知らせ • May 14Trenders, Inc., Annual General Meeting, Jun 29, 2026Trenders, Inc., Annual General Meeting, Jun 29, 2026.お知らせ • May 10Trenders, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Trenders, Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 14, 2026Buy Or Sell Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥690. The fair value is estimated to be JP¥878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 126% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).最新情報をもっと見るRecent updates分析記事 • May 21We Think You Can Look Beyond Trenders' (TSE:6069) Lackluster EarningsTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. However, our analysis...Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥27.65 (down from JP¥76.10 in FY 2025). Revenue: JP¥8.28b (up 34% from FY 2025). Net income: JP¥216.0m (down 64% from FY 2025). Profit margin: 2.6% (down from 9.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.お知らせ • May 14Trenders, Inc., Annual General Meeting, Jun 29, 2026Trenders, Inc., Annual General Meeting, Jun 29, 2026.お知らせ • May 10Trenders, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Trenders, Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 14, 2026Buy Or Sell Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥690. The fair value is estimated to be JP¥878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 126% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥781, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Media industry in Japan. Total loss to shareholders of 41% over the past three years.分析記事 • Feb 16Returns On Capital At Trenders (TSE:6069) Paint A Concerning PictureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥24.35 (vs JP¥30.33 in 3Q 2025)Third quarter 2026 results: EPS: JP¥24.35 (down from JP¥30.33 in 3Q 2025). Revenue: JP¥2.42b (up 46% from 3Q 2025). Net income: JP¥189.0m (down 20% from 3Q 2025). Profit margin: 7.8% (down from 14% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.Buy Or Sell Opportunity • Jan 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to JP¥1,011. The fair value is estimated to be JP¥840, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,048, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Media industry in Japan. Total loss to shareholders of 37% over the past three years.Buy Or Sell Opportunity • Dec 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to JP¥1,005. The fair value is estimated to be JP¥837, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.お知らせ • Dec 02Trenders, Inc. to Report Q3, 2026 Results on Feb 13, 2026Trenders, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026New Risk • Dec 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.5% Last year net profit margin: 9.5% 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: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.5% net profit margin). Market cap is less than US$100m (JP¥7.27b market cap, or US$46.7m).分析記事 • Nov 28Market Still Lacking Some Conviction On Trenders, Inc. (TSE:6069)It's not a stretch to say that Trenders, Inc.'s ( TSE:6069 ) price-to-earnings (or "P/E") ratio of 13.4x right now...Buy Or Sell Opportunity • Sep 18Now 20% overvaluedOver the last 90 days, the stock has fallen 2.7% to JP¥906. The fair value is estimated to be JP¥754, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 8.4%. Revenue is forecast to grow by 49% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.お知らせ • Sep 02Trenders, Inc. to Report Q2, 2026 Results on Nov 14, 2025Trenders, Inc. announced that they will report Q2, 2026 results on Nov 14, 2025お知らせ • Aug 21Trenders, Inc. (TSE:6069) announces an Equity Buyback for 120,000 shares, representing 1.48% for ¥100 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 1.48% of its total shares outstanding excluding treasury shares, for a total of ¥100 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency, while also enabling flexible capital policies that respond to changes in the business environment. The repurchase program is valid till November 14, 2025. As of July 31, 2025, the company had 8,101,000 shares outstanding excluding treasury shares and had 229,300 shares in treasury.Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥7.75 (vs JP¥15.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.75 (down from JP¥15.39 in 1Q 2025). Revenue: JP¥1.70b (up 12% from 1Q 2025). Net income: JP¥61.0m (down 50% from 1Q 2025). Profit margin: 3.6% (down from 8.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Aug 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥916. The fair value is estimated to be JP¥756, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 3.3%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Jun 21Trenders, Inc. to Report Q1, 2026 Results on Aug 14, 2025Trenders, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025分析記事 • May 23There May Be Underlying Issues With The Quality Of Trenders' (TSE:6069) EarningsInvestors were disappointed with Trenders, Inc.'s ( TSE:6069 ) earnings, despite the strong profit numbers. We did some...Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥76.10 (up from JP¥65.59 in FY 2024). Revenue: JP¥6.19b (up 9.1% from FY 2024). Net income: JP¥600.0m (up 25% from FY 2024). Profit margin: 9.7% (up from 8.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.お知らせ • May 14Trenders, Inc., Annual General Meeting, Jun 24, 2025Trenders, Inc., Annual General Meeting, Jun 24, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥732, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Media industry in Japan. Total loss to shareholders of 22% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).お知らせ • Mar 20Trenders, Inc. (TSE:6069) agreed to acquire Zenplus Co., Ltd. from Satoshi Yokoyama and Koichi Fukuda.Trenders, Inc. (TSE:6069) agreed to acquire Zenplus Co., Ltd. from Satoshi Yokoyama and Koichi Fukuda on March 18, 2025. For the period ending December 31, 2024, Zenplus Co., Ltd. reported total revenue of ¥1.7 billion, EBIT of ¥48 million and net income of ¥27 million. As of December 31, 2024, Zenplus Co., Ltd. reported total assets of ¥458 million and total common equity of ¥92 million. The expected completion of the transaction is March 21, 2025.お知らせ • Mar 04Trenders, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Trenders, Inc. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥30.33 (vs JP¥22.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.33 (up from JP¥22.87 in 3Q 2024). Revenue: JP¥1.66b (up 9.0% from 3Q 2024). Net income: JP¥236.0m (up 41% from 3Q 2024). Profit margin: 14% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.お知らせ • Feb 04Trenders, Inc. (TSE:6069) acquired Cosme Hunt, Inc.Trenders, Inc. (TSE:6069) acquired Cosme Hunt, Inc. on February 4, 2025. Under the terms of agreement, Trenders has acquired all shares of Cosme Hunt Inc. a company that comprehensively supports J-Beauty brands in entering the US market, making it a subsidiary. Trenders, Inc. (TSE:6069) completed the acquisition of Cosme Hunt, Inc. on February 4, 2025.お知らせ • Dec 03Trenders, Inc. to Report Q3, 2025 Results on Feb 14, 2025Trenders, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Nov 21We Think That There Are Some Issues For Trenders (TSE:6069) Beyond Its Promising EarningsThe market for Trenders, Inc.'s ( TSE:6069 ) stock was strong after it released a healthy earnings report last week...Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥976, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 17% over the past three years.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 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (8.4% increase in shares outstanding). Market cap is less than US$100m (JP¥6.93b market cap, or US$44.8m).お知らせ • Aug 27Trenders, Inc. to Report Q2, 2025 Results on Nov 14, 2024Trenders, Inc. announced that they will report Q2, 2025 results on Nov 14, 2024お知らせ • Aug 20Trenders, Inc. (TSE:6069) announces an Equity Buyback for 250,000 shares, representing 3.13% for ¥200 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 3.13% of its total shares outstanding excluding treasury shares, for a total of ¥200 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency, as well as to enable a flexible capital policy in response to changes in the business environment. The repurchase program is valid till November 14, 2024. As of July 31, 2024, the company had 7,992,600 shares outstanding excluding treasury shares and had 0 shares in treasury.Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥15.39 (vs JP¥16.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.39. Revenue: JP¥1.52b (up 5.7% from 1Q 2024). Net income: JP¥123.0m (flat on 1Q 2024). Profit margin: 8.1% (down from 8.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan.分析記事 • Aug 06Here's What To Make Of Trenders' (TSE:6069) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥754, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 27% over the past three years.お知らせ • Jun 19Trenders, Inc. to Report Q1, 2025 Results on Aug 14, 2024Trenders, Inc. announced that they will report Q1, 2025 results on Aug 14, 2024分析記事 • May 22Trenders' (TSE:6069) Soft Earnings Are Actually Better Than They AppearTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. While the headline numbers...Reported Earnings • May 19Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥65.59 (down from JP¥98.57 in FY 2023). Revenue: JP¥5.67b (down 38% from FY 2023). Net income: JP¥479.0m (down 32% from FY 2023). Profit margin: 8.4% (up from 7.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.お知らせ • May 16Trenders, Inc., Annual General Meeting, Jun 25, 2024Trenders, Inc., Annual General Meeting, Jun 25, 2024.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥976, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 59% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.2%).お知らせ • Mar 02Trenders, Inc. to Report Fiscal Year 2024 Results on May 14, 2024Trenders, Inc. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥22.87 (vs JP¥23.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.87 (down from JP¥23.53 in 3Q 2023). Revenue: JP¥1.53b (down 32% from 3Q 2023). Net income: JP¥168.0m (flat on 3Q 2023). Profit margin: 11% (up from 7.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,032, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 67% over the past three years.お知らせ • Dec 07Trenders, Inc. to Report Q3, 2024 Results on Feb 14, 2024Trenders, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥12.19 (vs JP¥21.17 in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.19 (down from JP¥21.17 in 2Q 2023). Revenue: JP¥1.26b (down 36% from 2Q 2023). Net income: JP¥88.0m (down 42% from 2Q 2023). Profit margin: 7.0% (down from 7.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 08Trenders, Inc. to Report Q2, 2024 Results on Nov 14, 2023Trenders, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Market cap is less than US$100m (JP¥8.02b market cap, or US$54.1m).New Risk • Aug 17New 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 8.2% 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 (8.2% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥9.64b market cap, or US$66.0m).Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥16.96 (vs JP¥43.21 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.96 (down from JP¥43.21 in 1Q 2023). Revenue: JP¥1.43b (down 46% from 1Q 2023). Net income: JP¥122.0m (down 61% from 1Q 2023). Profit margin: 8.5% (down from 12% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.お知らせ • Jun 16Trenders, Inc. (TSE:6069) announces an Equity Buyback for 200,000 shares, representing 2.78% for ¥200 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 2.78% of its share capital, for ¥200 million. The company will repurchase its shares to enhance shareholder returns and improving capital efficiency, enabling flexible capital policies that respond to changes in the business environment. The program will run until August 31, 2023. As of May 31, 2023, the company had 7,632,000 shares outstanding and 433,785 shares in treasury.Reported Earnings • May 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥98.57 (up from JP¥55.85 in FY 2022). Revenue: JP¥9.09b (up 39% from FY 2022). Net income: JP¥708.0m (up 77% from FY 2022). Profit margin: 7.8% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Trenders, Inc., Annual General Meeting, Jun 23, 2023Trenders, Inc., Annual General Meeting, Jun 23, 2023.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,406, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 210% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 17% and the cash payout ratio is 83%. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,523, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 95% over the past three years.Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: JP¥23.53 (vs JP¥20.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.53 (up from JP¥20.99 in 3Q 2022). Revenue: JP¥2.24b (up 23% from 3Q 2022). Net income: JP¥169.0m (up 13% from 3Q 2022). Profit margin: 7.5% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.お知らせ • Dec 28Trenders, Inc. to Report Q3, 2023 Results on Feb 14, 2023Trenders, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023Board 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. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hideharu Natsume was the last director to join the board, commencing their role in 2016. 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 • Sep 29Trenders, Inc. to Report Q2, 2023 Results on Nov 14, 2022Trenders, Inc. announced that they will report Q2, 2023 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 42% share price gain to JP¥1,998, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 337% over the past three years.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 42% share price gain to JP¥1,998, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 337% over the past three years.Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥43.21 (vs JP¥18.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥43.21 (up from JP¥18.95 in 1Q 2022). Revenue: JP¥2.66b (up 66% from 1Q 2022). Net income: JP¥310.0m (up 130% from 1Q 2022). Profit margin: 12% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 6.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,568, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 178% over the past three years.お知らせ • Jun 29Trenders, Inc. to Report Q1, 2023 Results on Aug 12, 2022Trenders, Inc. announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,238, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 121% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,270, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 143% over the past three years.Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥55.85 (up from JP¥43.82 in FY 2021). Revenue: JP¥6.56b (up 97% from FY 2021). Net income: JP¥399.0m (up 28% from FY 2021). Profit margin: 6.1% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 14%, compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Trenders, Inc., Annual General Meeting, Jun 28, 2022Trenders, Inc., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hideharu Natsume was the last director to join the board, commencing their role in 2016. 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 08Trenders, Inc. to Report Fiscal Year 2022 Results on May 13, 2022Trenders, Inc. announced that they will report fiscal year 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,044, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Media industry in Japan. Total returns to shareholders of 60% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥821, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 17% over the past three years.Reported Earnings • Feb 20Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥20.99 (up from JP¥11.94 in 3Q 2021). Revenue: JP¥1.82b (up 117% from 3Q 2021). Net income: JP¥150.0m (up 79% from 3Q 2021). Profit margin: 8.2% (down from 10.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 17%, compared to a 3.0% growth forecast for the industry in Japan. 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 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥8.97 (vs JP¥12.06 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.47b (up 59% from 2Q 2021). Net income: JP¥64.0m (down 26% from 2Q 2021). Profit margin: 4.4% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,192, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Media industry in Japan. Total loss to shareholders of 8.1% over the past three years.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥750, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Media industry in Japan. Total loss to shareholders of 40% over the past three years.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥43.82 (vs JP¥45.81 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥3.33b (up 8.2% from FY 2020). Net income: JP¥311.0m (down 6.0% from FY 2020). Profit margin: 9.3% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses.お知らせ • Mar 04Trenders, Inc. to Report Fiscal Year 2021 Results on May 14, 2021Trenders, Inc. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.94 (vs JP¥9.22 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¥838.0m (down 3.3% from 3Q 2020). Net income: JP¥84.0m (up 27% from 3Q 2020). Profit margin: 10.0% (up from 7.6% in 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 105%. Over the next year, revenue is expected to shrink by 1.1% compared to a 5.6% growth forecast for the Media industry in Japan.Is New 90 Day High Low • Dec 28New 90-day low: JP¥628The company is down 18% from its price of JP¥768 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 3.0% over the same period.お知らせ • Dec 05Trenders, Inc. to Report Q3, 2021 Results on Feb 12, 2021Trenders, Inc. announced that they will report Q3, 2021 results on Feb 12, 2021Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 20% share price gain to JP¥780, the stock is trading at a trailing P/E ratio of 11.6x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 26x in the Media industry in Japan. Total returns to shareholders over the past three years are 3.3%.お知らせ • Sep 21An unknown buyer agreed to acquire MAP Growth Investment Limited Partnership Status from Trenders, Inc. (TSE:6069) for ¥400 million.An unknown buyer agreed to acquire MAP Growth Investment Limited Partnership Status from Trenders, Inc. (TSE:6069) for ¥400 million on September 17, 2020. The transaction is resolved by the Board of Trenders, Inc. The transaction is expected to close on December 18, 2020.お知らせ • Sep 06Trenders, Inc. to Report Q2, 2021 Results on Nov 13, 2020Trenders, Inc. announced that they will report Q2, 2021 results on Nov 13, 2020株主還元6069JP MediaJP 市場7D-4.0%0.8%1.2%1Y-35.5%4.4%42.1%株主還元を見る業界別リターン: 6069過去 1 年間で4.4 % の収益を上げたJP Media業界を下回りました。リターン対市場: 6069は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 6069's price volatile compared to industry and market?6069 volatility6069 Average Weekly Movement5.7%Media Industry Average Movement5.1%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 6069 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 6069の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2000243Ryoko Kurokawawww.trenders.co.jpトレンダーズ株式会社は、日本におけるマーケティング事業を行っています。また、投資事業も行っている。プロモーションやPR支援サービスを提供。また、クリニック専売品に特化したECモールの運営も行っている。その他、メディア運営、インポートブランドの代理店販売、電子書籍・ウェブ漫画の制作・販売、クリニック化粧品・健康食品の企画・製造・販売なども行っている。トレンダーズ株式会社は2000年に設立され、東京に本社を置いています。もっと見るTrenders, Inc. 基礎のまとめTrenders の収益と売上を時価総額と比較するとどうか。6069 基礎統計学時価総額JP¥4.67b収益（TTM）JP¥216.00m売上高(TTM)JP¥8.28b21.6xPER（株価収益率0.6xP/Sレシオ6069 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計6069 損益計算書（TTM）収益JP¥8.28b売上原価JP¥4.21b売上総利益JP¥4.07bその他の費用JP¥3.85b収益JP¥216.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）27.69グロス・マージン49.13%純利益率2.61%有利子負債／自己資本比率140.6%6069 の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.8%現在の配当利回り66%配当性向6069 配当は確実ですか？6069 配当履歴とベンチマークを見る6069 、いつまでに購入すれば配当金を受け取れますか？Trenders 配当日配当落ち日Mar 30 2026配当支払日Jun 15 2026配当落ちまでの日数54 days配当支払日までの日数23 days6069 配当は確実ですか？6069 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 08:58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Trenders, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Taro IshiharaDaiwa Securities Co. Ltd.Nobuo KurahashiIchiyoshi Research Institute Inc.
分析記事 • May 21We Think You Can Look Beyond Trenders' (TSE:6069) Lackluster EarningsTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. However, our analysis...
Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥27.65 (down from JP¥76.10 in FY 2025). Revenue: JP¥8.28b (up 34% from FY 2025). Net income: JP¥216.0m (down 64% from FY 2025). Profit margin: 2.6% (down from 9.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.
お知らせ • May 14Trenders, Inc., Annual General Meeting, Jun 29, 2026Trenders, Inc., Annual General Meeting, Jun 29, 2026.
お知らせ • May 10Trenders, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Trenders, Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 14, 2026
Buy Or Sell Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥690. The fair value is estimated to be JP¥878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 126% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
分析記事 • May 21We Think You Can Look Beyond Trenders' (TSE:6069) Lackluster EarningsTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. However, our analysis...
Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥27.65 (down from JP¥76.10 in FY 2025). Revenue: JP¥8.28b (up 34% from FY 2025). Net income: JP¥216.0m (down 64% from FY 2025). Profit margin: 2.6% (down from 9.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.
お知らせ • May 14Trenders, Inc., Annual General Meeting, Jun 29, 2026Trenders, Inc., Annual General Meeting, Jun 29, 2026.
お知らせ • May 10Trenders, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Trenders, Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 14, 2026
Buy Or Sell Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥690. The fair value is estimated to be JP¥878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 126% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥781, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Media industry in Japan. Total loss to shareholders of 41% over the past three years.
分析記事 • Feb 16Returns On Capital At Trenders (TSE:6069) Paint A Concerning PictureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥24.35 (vs JP¥30.33 in 3Q 2025)Third quarter 2026 results: EPS: JP¥24.35 (down from JP¥30.33 in 3Q 2025). Revenue: JP¥2.42b (up 46% from 3Q 2025). Net income: JP¥189.0m (down 20% from 3Q 2025). Profit margin: 7.8% (down from 14% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.
Buy Or Sell Opportunity • Jan 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to JP¥1,011. The fair value is estimated to be JP¥840, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,048, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Media industry in Japan. Total loss to shareholders of 37% over the past three years.
Buy Or Sell Opportunity • Dec 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to JP¥1,005. The fair value is estimated to be JP¥837, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.
お知らせ • Dec 02Trenders, Inc. to Report Q3, 2026 Results on Feb 13, 2026Trenders, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
New Risk • Dec 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.5% Last year net profit margin: 9.5% 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: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.5% net profit margin). Market cap is less than US$100m (JP¥7.27b market cap, or US$46.7m).
分析記事 • Nov 28Market Still Lacking Some Conviction On Trenders, Inc. (TSE:6069)It's not a stretch to say that Trenders, Inc.'s ( TSE:6069 ) price-to-earnings (or "P/E") ratio of 13.4x right now...
Buy Or Sell Opportunity • Sep 18Now 20% overvaluedOver the last 90 days, the stock has fallen 2.7% to JP¥906. The fair value is estimated to be JP¥754, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 8.4%. Revenue is forecast to grow by 49% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.
お知らせ • Sep 02Trenders, Inc. to Report Q2, 2026 Results on Nov 14, 2025Trenders, Inc. announced that they will report Q2, 2026 results on Nov 14, 2025
お知らせ • Aug 21Trenders, Inc. (TSE:6069) announces an Equity Buyback for 120,000 shares, representing 1.48% for ¥100 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 1.48% of its total shares outstanding excluding treasury shares, for a total of ¥100 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency, while also enabling flexible capital policies that respond to changes in the business environment. The repurchase program is valid till November 14, 2025. As of July 31, 2025, the company had 8,101,000 shares outstanding excluding treasury shares and had 229,300 shares in treasury.
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥7.75 (vs JP¥15.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.75 (down from JP¥15.39 in 1Q 2025). Revenue: JP¥1.70b (up 12% from 1Q 2025). Net income: JP¥61.0m (down 50% from 1Q 2025). Profit margin: 3.6% (down from 8.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Aug 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥916. The fair value is estimated to be JP¥756, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 3.3%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Jun 21Trenders, Inc. to Report Q1, 2026 Results on Aug 14, 2025Trenders, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025
分析記事 • May 23There May Be Underlying Issues With The Quality Of Trenders' (TSE:6069) EarningsInvestors were disappointed with Trenders, Inc.'s ( TSE:6069 ) earnings, despite the strong profit numbers. We did some...
Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥76.10 (up from JP¥65.59 in FY 2024). Revenue: JP¥6.19b (up 9.1% from FY 2024). Net income: JP¥600.0m (up 25% from FY 2024). Profit margin: 9.7% (up from 8.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
お知らせ • May 14Trenders, Inc., Annual General Meeting, Jun 24, 2025Trenders, Inc., Annual General Meeting, Jun 24, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥732, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Media industry in Japan. Total loss to shareholders of 22% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).
お知らせ • Mar 20Trenders, Inc. (TSE:6069) agreed to acquire Zenplus Co., Ltd. from Satoshi Yokoyama and Koichi Fukuda.Trenders, Inc. (TSE:6069) agreed to acquire Zenplus Co., Ltd. from Satoshi Yokoyama and Koichi Fukuda on March 18, 2025. For the period ending December 31, 2024, Zenplus Co., Ltd. reported total revenue of ¥1.7 billion, EBIT of ¥48 million and net income of ¥27 million. As of December 31, 2024, Zenplus Co., Ltd. reported total assets of ¥458 million and total common equity of ¥92 million. The expected completion of the transaction is March 21, 2025.
お知らせ • Mar 04Trenders, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Trenders, Inc. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥30.33 (vs JP¥22.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.33 (up from JP¥22.87 in 3Q 2024). Revenue: JP¥1.66b (up 9.0% from 3Q 2024). Net income: JP¥236.0m (up 41% from 3Q 2024). Profit margin: 14% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Feb 04Trenders, Inc. (TSE:6069) acquired Cosme Hunt, Inc.Trenders, Inc. (TSE:6069) acquired Cosme Hunt, Inc. on February 4, 2025. Under the terms of agreement, Trenders has acquired all shares of Cosme Hunt Inc. a company that comprehensively supports J-Beauty brands in entering the US market, making it a subsidiary. Trenders, Inc. (TSE:6069) completed the acquisition of Cosme Hunt, Inc. on February 4, 2025.
お知らせ • Dec 03Trenders, Inc. to Report Q3, 2025 Results on Feb 14, 2025Trenders, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Nov 21We Think That There Are Some Issues For Trenders (TSE:6069) Beyond Its Promising EarningsThe market for Trenders, Inc.'s ( TSE:6069 ) stock was strong after it released a healthy earnings report last week...
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥976, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 17% over the past three years.
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 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (8.4% increase in shares outstanding). Market cap is less than US$100m (JP¥6.93b market cap, or US$44.8m).
お知らせ • Aug 27Trenders, Inc. to Report Q2, 2025 Results on Nov 14, 2024Trenders, Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
お知らせ • Aug 20Trenders, Inc. (TSE:6069) announces an Equity Buyback for 250,000 shares, representing 3.13% for ¥200 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 3.13% of its total shares outstanding excluding treasury shares, for a total of ¥200 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency, as well as to enable a flexible capital policy in response to changes in the business environment. The repurchase program is valid till November 14, 2024. As of July 31, 2024, the company had 7,992,600 shares outstanding excluding treasury shares and had 0 shares in treasury.
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥15.39 (vs JP¥16.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.39. Revenue: JP¥1.52b (up 5.7% from 1Q 2024). Net income: JP¥123.0m (flat on 1Q 2024). Profit margin: 8.1% (down from 8.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan.
分析記事 • Aug 06Here's What To Make Of Trenders' (TSE:6069) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥754, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 27% over the past three years.
お知らせ • Jun 19Trenders, Inc. to Report Q1, 2025 Results on Aug 14, 2024Trenders, Inc. announced that they will report Q1, 2025 results on Aug 14, 2024
分析記事 • May 22Trenders' (TSE:6069) Soft Earnings Are Actually Better Than They AppearTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. While the headline numbers...
Reported Earnings • May 19Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥65.59 (down from JP¥98.57 in FY 2023). Revenue: JP¥5.67b (down 38% from FY 2023). Net income: JP¥479.0m (down 32% from FY 2023). Profit margin: 8.4% (up from 7.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.
お知らせ • May 16Trenders, Inc., Annual General Meeting, Jun 25, 2024Trenders, Inc., Annual General Meeting, Jun 25, 2024.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥976, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 59% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.2%).
お知らせ • Mar 02Trenders, Inc. to Report Fiscal Year 2024 Results on May 14, 2024Trenders, Inc. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥22.87 (vs JP¥23.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.87 (down from JP¥23.53 in 3Q 2023). Revenue: JP¥1.53b (down 32% from 3Q 2023). Net income: JP¥168.0m (flat on 3Q 2023). Profit margin: 11% (up from 7.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,032, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 67% over the past three years.
お知らせ • Dec 07Trenders, Inc. to Report Q3, 2024 Results on Feb 14, 2024Trenders, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥12.19 (vs JP¥21.17 in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.19 (down from JP¥21.17 in 2Q 2023). Revenue: JP¥1.26b (down 36% from 2Q 2023). Net income: JP¥88.0m (down 42% from 2Q 2023). Profit margin: 7.0% (down from 7.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 08Trenders, Inc. to Report Q2, 2024 Results on Nov 14, 2023Trenders, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Market cap is less than US$100m (JP¥8.02b market cap, or US$54.1m).
New Risk • Aug 17New 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 8.2% 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 (8.2% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥9.64b market cap, or US$66.0m).
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥16.96 (vs JP¥43.21 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.96 (down from JP¥43.21 in 1Q 2023). Revenue: JP¥1.43b (down 46% from 1Q 2023). Net income: JP¥122.0m (down 61% from 1Q 2023). Profit margin: 8.5% (down from 12% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Jun 16Trenders, Inc. (TSE:6069) announces an Equity Buyback for 200,000 shares, representing 2.78% for ¥200 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 2.78% of its share capital, for ¥200 million. The company will repurchase its shares to enhance shareholder returns and improving capital efficiency, enabling flexible capital policies that respond to changes in the business environment. The program will run until August 31, 2023. As of May 31, 2023, the company had 7,632,000 shares outstanding and 433,785 shares in treasury.
Reported Earnings • May 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥98.57 (up from JP¥55.85 in FY 2022). Revenue: JP¥9.09b (up 39% from FY 2022). Net income: JP¥708.0m (up 77% from FY 2022). Profit margin: 7.8% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Trenders, Inc., Annual General Meeting, Jun 23, 2023Trenders, Inc., Annual General Meeting, Jun 23, 2023.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,406, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 210% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 17% and the cash payout ratio is 83%. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,523, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 95% over the past three years.
Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: JP¥23.53 (vs JP¥20.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.53 (up from JP¥20.99 in 3Q 2022). Revenue: JP¥2.24b (up 23% from 3Q 2022). Net income: JP¥169.0m (up 13% from 3Q 2022). Profit margin: 7.5% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.
お知らせ • Dec 28Trenders, Inc. to Report Q3, 2023 Results on Feb 14, 2023Trenders, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
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. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hideharu Natsume was the last director to join the board, commencing their role in 2016. 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 • Sep 29Trenders, Inc. to Report Q2, 2023 Results on Nov 14, 2022Trenders, Inc. announced that they will report Q2, 2023 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 42% share price gain to JP¥1,998, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 337% over the past three years.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 42% share price gain to JP¥1,998, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 337% over the past three years.
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥43.21 (vs JP¥18.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥43.21 (up from JP¥18.95 in 1Q 2022). Revenue: JP¥2.66b (up 66% from 1Q 2022). Net income: JP¥310.0m (up 130% from 1Q 2022). Profit margin: 12% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 6.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,568, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 178% over the past three years.
お知らせ • Jun 29Trenders, Inc. to Report Q1, 2023 Results on Aug 12, 2022Trenders, Inc. announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,238, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 121% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,270, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 143% over the past three years.
Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥55.85 (up from JP¥43.82 in FY 2021). Revenue: JP¥6.56b (up 97% from FY 2021). Net income: JP¥399.0m (up 28% from FY 2021). Profit margin: 6.1% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 14%, compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Trenders, Inc., Annual General Meeting, Jun 28, 2022Trenders, Inc., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hideharu Natsume was the last director to join the board, commencing their role in 2016. 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 08Trenders, Inc. to Report Fiscal Year 2022 Results on May 13, 2022Trenders, Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,044, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Media industry in Japan. Total returns to shareholders of 60% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥821, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Feb 20Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥20.99 (up from JP¥11.94 in 3Q 2021). Revenue: JP¥1.82b (up 117% from 3Q 2021). Net income: JP¥150.0m (up 79% from 3Q 2021). Profit margin: 8.2% (down from 10.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 17%, compared to a 3.0% growth forecast for the industry in Japan. 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 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥8.97 (vs JP¥12.06 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.47b (up 59% from 2Q 2021). Net income: JP¥64.0m (down 26% from 2Q 2021). Profit margin: 4.4% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,192, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Media industry in Japan. Total loss to shareholders of 8.1% over the past three years.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥750, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Media industry in Japan. Total loss to shareholders of 40% over the past three years.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥43.82 (vs JP¥45.81 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥3.33b (up 8.2% from FY 2020). Net income: JP¥311.0m (down 6.0% from FY 2020). Profit margin: 9.3% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses.
お知らせ • Mar 04Trenders, Inc. to Report Fiscal Year 2021 Results on May 14, 2021Trenders, Inc. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.94 (vs JP¥9.22 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¥838.0m (down 3.3% from 3Q 2020). Net income: JP¥84.0m (up 27% from 3Q 2020). Profit margin: 10.0% (up from 7.6% in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 105%. Over the next year, revenue is expected to shrink by 1.1% compared to a 5.6% growth forecast for the Media industry in Japan.
Is New 90 Day High Low • Dec 28New 90-day low: JP¥628The company is down 18% from its price of JP¥768 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 3.0% over the same period.
お知らせ • Dec 05Trenders, Inc. to Report Q3, 2021 Results on Feb 12, 2021Trenders, Inc. announced that they will report Q3, 2021 results on Feb 12, 2021
Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 20% share price gain to JP¥780, the stock is trading at a trailing P/E ratio of 11.6x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 26x in the Media industry in Japan. Total returns to shareholders over the past three years are 3.3%.
お知らせ • Sep 21An unknown buyer agreed to acquire MAP Growth Investment Limited Partnership Status from Trenders, Inc. (TSE:6069) for ¥400 million.An unknown buyer agreed to acquire MAP Growth Investment Limited Partnership Status from Trenders, Inc. (TSE:6069) for ¥400 million on September 17, 2020. The transaction is resolved by the Board of Trenders, Inc. The transaction is expected to close on December 18, 2020.
お知らせ • Sep 06Trenders, Inc. to Report Q2, 2021 Results on Nov 13, 2020Trenders, Inc. announced that they will report Q2, 2021 results on Nov 13, 2020
