i-mobileLtd（6535）株式概要アイモバイル株式会社は、日本国内でインターネット広告事業を行っている。 詳細6535 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より92.2%で取引されている リスク分析リスクチェックの結果、6535 、リスクは検出されなかった。すべてのリスクチェックを見る6535 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¥456.0018.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture032b2016201920222025202620282031Revenue JP¥31.9bEarnings JP¥3.5bAdvancedSet Fair ValueView all narrativesi-mobile Co.,Ltd. 競合他社PR TIMESSymbol: TSE:3922Market cap: JP¥29.5bSharingtechnologySymbol: TSE:3989Market cap: JP¥23.7bMTISymbol: TSE:9438Market cap: JP¥31.3bZIGExNSymbol: TSE:3679Market cap: JP¥38.7b価格と性能株価の高値、安値、推移の概要i-mobileLtd過去の株価現在の株価JP¥469.0052週高値JP¥726.0052週安値JP¥444.00ベータ0.381ヶ月の変化-10.67%3ヶ月変化-11.34%1年変化-16.70%3年間の変化9.49%5年間の変化2.70%IPOからの変化15.90%最新ニュースDeclared Dividend • Mar 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th July 2026 Payment date: 6th October 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 13Second quarter 2026 earnings released: EPS: JP¥35.41 (vs JP¥31.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥35.41 (up from JP¥31.87 in 2Q 2025). Revenue: JP¥6.68b (down 44% from 2Q 2025). Net income: JP¥1.99b (up 7.9% from 2Q 2025). Profit margin: 30% (up from 15% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Dec 27i-mobile Co.,Ltd. to Report Q2, 2026 Results on Mar 12, 2026i-mobile Co.,Ltd. announced that they will report Q2, 2026 results on Mar 12, 2026Reported Earnings • Dec 12First quarter 2026 earnings released: EPS: JP¥0.75 (vs JP¥12.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.75 (down from JP¥12.49 in 1Q 2025). Revenue: JP¥10.1b (up 130% from 1Q 2025). Net income: JP¥42.0m (down 94% from 1Q 2025). Profit margin: 0.4% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 17i-mobile Co.,Ltd. to Report Q1, 2026 Results on Dec 11, 2025i-mobile Co.,Ltd. announced that they will report Q1, 2026 results on Dec 11, 2025Reported Earnings • Sep 13Full year 2025 earnings released: EPS: JP¥51.40 (vs JP¥42.12 in FY 2024)Full year 2025 results: EPS: JP¥51.40 (up from JP¥42.12 in FY 2024). Revenue: JP¥21.5b (up 15% from FY 2024). Net income: JP¥2.96b (up 22% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesDeclared Dividend • Mar 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th July 2026 Payment date: 6th October 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 13Second quarter 2026 earnings released: EPS: JP¥35.41 (vs JP¥31.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥35.41 (up from JP¥31.87 in 2Q 2025). Revenue: JP¥6.68b (down 44% from 2Q 2025). Net income: JP¥1.99b (up 7.9% from 2Q 2025). Profit margin: 30% (up from 15% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Dec 27i-mobile Co.,Ltd. to Report Q2, 2026 Results on Mar 12, 2026i-mobile Co.,Ltd. announced that they will report Q2, 2026 results on Mar 12, 2026Reported Earnings • Dec 12First quarter 2026 earnings released: EPS: JP¥0.75 (vs JP¥12.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.75 (down from JP¥12.49 in 1Q 2025). Revenue: JP¥10.1b (up 130% from 1Q 2025). Net income: JP¥42.0m (down 94% from 1Q 2025). Profit margin: 0.4% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 17i-mobile Co.,Ltd. to Report Q1, 2026 Results on Dec 11, 2025i-mobile Co.,Ltd. announced that they will report Q1, 2026 results on Dec 11, 2025Reported Earnings • Sep 13Full year 2025 earnings released: EPS: JP¥51.40 (vs JP¥42.12 in FY 2024)Full year 2025 results: EPS: JP¥51.40 (up from JP¥42.12 in FY 2024). Revenue: JP¥21.5b (up 15% from FY 2024). Net income: JP¥2.96b (up 22% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 11i-mobile Co.,Ltd., Annual General Meeting, Oct 24, 2025i-mobile Co.,Ltd., Annual General Meeting, Oct 24, 2025.分析記事 • Jul 26i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of i-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be paying its dividend of ¥26.00 on the 8th of...Upcoming Dividend • Jul 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 08 October 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.5%).分析記事 • Jul 12i-mobileLtd's (TSE:6535) Upcoming Dividend Will Be Larger Than Last Year'si-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...お知らせ • Jul 02i-mobile Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 11, 2025i-mobile Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 11, 2025分析記事 • Jun 28i-mobileLtd (TSE:6535) Is Paying Out A Larger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Jun 27Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 30th July 2025 Payment date: 8th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 26% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 11i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,800,000 shares, representing 3.11% for ¥1,200 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,800,000 shares, representing 3.11% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,200 million. The purpose of the program is acquire and cancel its own shares with the aim of further enhancing capital efficiency and increasing shareholder value, while preserving an appropriate level of shareholder equity necessary to sustain its business foundation and achieve sustainable growth. The program will continue through July 31, 2025. As of January 31, 2025, the company had 57,814,788 issued shares (excluding treasury stock) and 332,400 treasury shares.お知らせ • Apr 01i-mobile Co.,Ltd. to Report Q3, 2025 Results on Jun 11, 2025i-mobile Co.,Ltd. announced that they will report Q3, 2025 results on Jun 11, 2025お知らせ • Mar 28i-mobile Co.,Ltd. Announces Company Split (Simplified Absorption-Type Company Split) with Subsidiary Furunavi Energy, Inci-mobile Co. Ltd. announced that at the meeting of its Board of Directors held on March 27, 2025, it resolved to transfer its electricity retailing business to Furunavi Energy Inc. ("Furunavi Energy"), a wholly-owned subsidiary will be established on April 1, 2025, through a company split, with an effective date of June 1, 2025 (scheduled). As this company split is a simplified absorption-type company split to which the Company and its wholly- owned subsidiary are parties, certain matters and details for disclosure have been partially omitted. The i-mobile Group (the "Group") operates two business segments--Consumer Service and Online Advertising--under its corporate vision of "Creating a Business for the Future," providing services that "Enhance User Experience with Internet Marketing." This absorption-type company split is being conducted in order to promptly advance business by spinning off the Company's electricity retailing business after April of this year. Outline of the Company Split:) Schedule for the Company Split Date of Board Resolution: March 27, 2025 Date of establishment of the: April 1, 2025 subsidiary Date of execution of the absorption- April 1, 2025 type company split agreement Effective date of the Absorption-type: June 1, 2025 (scheduled). Company Split Method of the Company Split: The Absorption-type Company Split will be implemented as a simplified absorption-type company split, with i-mobile as the splitting company and Furunavi Energy as the succeeding company. The Absorption-type Company Split is expected to have a minimal impact on the Company's consolidated financial results for the fiscal year ending July 2025.分析記事 • Mar 21Earnings Troubles May Signal Larger Issues for i-mobileLtd (TSE:6535) ShareholdersDespite i-mobile Co.,Ltd.'s ( TSE:6535 ) recent earnings report having lackluster headline numbers, the market...分析記事 • Mar 15i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...Reported Earnings • Mar 14Second quarter 2025 earnings released: EPS: JP¥31.87 (vs JP¥10.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.87 (up from JP¥10.70 in 2Q 2024). Revenue: JP¥12.0b (up 42% from 2Q 2024). Net income: JP¥1.84b (up 80% from 2Q 2024). Profit margin: 15% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Jan 03i-mobile Co.,Ltd. to Report Q2, 2025 Results on Mar 13, 2025i-mobile Co.,Ltd. announced that they will report Q2, 2025 results on Mar 13, 2025Reported Earnings • Dec 12First quarter 2025 earnings released: EPS: JP¥12.49 (vs JP¥72.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.49 (down from JP¥72.58 in 1Q 2024). Revenue: JP¥4.42b (down 25% from 1Q 2024). Net income: JP¥720.0m (down 48% from 1Q 2024). Profit margin: 16% (down from 24% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Outside Director Masumi Sai was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 29i-mobile Co.,Ltd. to Report Q1, 2025 Results on Dec 10, 2024i-mobile Co.,Ltd. announced that they will report Q1, 2025 results on Dec 10, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Sep 15Full year 2024 earnings released: EPS: JP¥42.12 (vs JP¥39.93 in FY 2023)Full year 2024 results: EPS: JP¥42.12 (up from JP¥39.93 in FY 2023). Revenue: JP¥18.7b (up 14% from FY 2023). Net income: JP¥2.42b (flat on FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 12+ 3 more updatesi-mobile Co.,Ltd., Annual General Meeting, Oct 25, 2024i-mobile Co.,Ltd., Annual General Meeting, Oct 25, 2024.Buy Or Sell Opportunity • Aug 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to JP¥437. The fair value is estimated to be JP¥547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 11%.分析記事 • Aug 06Investors Give i-mobile Co.,Ltd. (TSE:6535) Shares A 34% Hidingi-mobile Co.,Ltd. ( TSE:6535 ) shareholders won't be pleased to see that the share price has had a very rough month...Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥402, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 2.6% over the past three years.Buy Or Sell Opportunity • Aug 01Now 23% undervaluedOver the last 90 days, the stock has risen 9.3% to JP¥425. The fair value is estimated to be JP¥550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 11%.Upcoming Dividend • Jul 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).お知らせ • Jul 04i-mobile Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 12, 2024i-mobile Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 12, 2024Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥535, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 15% over the past three years.Reported Earnings • Jun 13Third quarter 2024 earnings released: EPS: JP¥3.31 (vs JP¥3.30 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.31. Revenue: JP¥2.01b (up 16% from 3Q 2023). Net income: JP¥190.0m (down 4.5% from 3Q 2023). Profit margin: 9.5% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses.お知らせ • May 11I-Mobile Co., Ltd. Proposes Dividend Guidance for the Fiscal Year Ending July 31, 2024i-mobile Co.,Ltd. proposed dividend guidance for the fiscal year ending July 31, 2024. For the fiscal year, the company expects to pay dividend of JPY 22.00 per share against JPY 13.50 per share prior guidance.分析記事 • May 09i-mobileLtd (TSE:6535) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • May 09New 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 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (6.2% average weekly change).お知らせ • Apr 05i-mobile Co.,Ltd. to Report Q3, 2024 Results on Jun 11, 2024i-mobile Co.,Ltd. announced that they will report Q3, 2024 results on Jun 11, 2024Reported Earnings • Mar 13Second quarter 2024 earnings released: EPS: JP¥10.70 (vs JP¥28.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.70 (down from JP¥28.34 in 2Q 2023). Revenue: JP¥8.41b (down 17% from 2Q 2023). Net income: JP¥1.02b (down 40% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Mar 12Market Cool On i-mobile Co.,Ltd.'s (TSE:6535) Earningsi-mobile Co.,Ltd.'s ( TSE:6535 ) price-to-earnings (or "P/E") ratio of 6.8x might make it look like a strong buy right...お知らせ • Jan 11i-mobile Co.,Ltd. to Report Q2, 2024 Results on Mar 12, 2024i-mobile Co.,Ltd. announced that they will report Q2, 2024 results on Mar 12, 2024お知らせ • Dec 09i-mobile Co., Ltd. Proposes Dividend Guidance for the Fiscal Year Ending July 31, 2024i-mobile Co.,Ltd. proposed dividend guidance for the fiscal year ending July 31, 2024. For the fiscal year, the company expects to pay dividend of JPY 13.50 per share against JPY 40.00 per share a year ago.Reported Earnings • Dec 08First quarter 2024 earnings released: EPS: JP¥72.58 (vs JP¥6.53 in 1Q 2023)First quarter 2024 results: EPS: JP¥72.58 (up from JP¥6.53 in 1Q 2023). Revenue: JP¥5.91b (up 145% from 1Q 2023). Net income: JP¥1.39b (up 253% from 1Q 2023). Profit margin: 24% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥39.93 (vs JP¥41.67 in FY 2022)Full year 2023 results: EPS: JP¥39.93 (down from JP¥41.67 in FY 2022). Revenue: JP¥16.4b (up 18% from FY 2022). Net income: JP¥2.40b (down 10% from FY 2022). Profit margin: 15% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 05i-mobile Co.,Ltd. to Report Q1, 2024 Results on Dec 07, 2023i-mobile Co.,Ltd. announced that they will report Q1, 2024 results on Dec 07, 2023Reported Earnings • Sep 08Full year 2023 earnings released: EPS: JP¥120 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥120 (down from JP¥125 in FY 2022). Revenue: JP¥16.4b (up 18% from FY 2022). Net income: JP¥2.40b (down 10% from FY 2022). Profit margin: 15% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • Sep 07i-mobile Co.,Ltd., Annual General Meeting, Oct 26, 2023i-mobile Co.,Ltd., Annual General Meeting, Oct 26, 2023.Upcoming Dividend • Jul 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 11 October 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).お知らせ • Jul 01i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,000,000 shares, representing 4.97% for ¥1,300 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 4.97% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,300 million. The purpose of the program is increase shareholder value by improving capital efficiency and enhancing shareholder returns. The program will continue through September 30, 2023. As of May 31, 2023, the company had 20,132,346 issued shares (excluding treasury stock) and 250,050 treasury shares.Reported Earnings • Jun 09Third quarter 2023 earnings released: EPS: JP¥9.89 (vs JP¥16.63 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.89 (down from JP¥16.63 in 3Q 2022). Revenue: JP¥1.74b (down 4.8% from 3Q 2022). Net income: JP¥199.0m (down 45% from 3Q 2022). Profit margin: 12% (down from 20% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.お知らせ • Jun 09I-Mobile Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending July 31, 2023i-mobile Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending July 31, 2023. For the fiscal year ending July 2023, the company expects net sales of JPY 16,000 million, operating income of JPY 3,850 million, profit attributable to owners of parent of JPY 2,705 million, and basic earnings per share of JPY 134.42.Reported Earnings • Mar 10Second quarter 2023 earnings released: EPS: JP¥85.01 (vs JP¥76.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.01 (up from JP¥76.01 in 2Q 2022). Revenue: JP¥10.1b (up 33% from 2Q 2022). Net income: JP¥1.71b (up 4.3% from 2Q 2022). Profit margin: 17% (down from 22% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services 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 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 28i-mobile Co.,Ltd. to Report Q2, 2023 Results on Mar 09, 2023i-mobile Co.,Ltd. announced that they will report Q2, 2023 results on Mar 09, 2023お知らせ • Dec 21+ 1 more updateI-Mobile Co.,Ltd. Provides Financial Guidance for the Fiscal Year Ending July 2023i-mobile Co.,Ltd. provided financial guidance for the fiscal year ending July 2023. For the fiscal year ending July 2023, the company forecasted consolidated net sales of JPY 16,000 million, operating income of JPY 3,850 million, and profit attributable to owners of parent of JPY 2,705 million. basic earnings per share of JPY 134.42.Reported Earnings • Dec 11First quarter 2023 earnings released: EPS: JP¥19.58 (vs JP¥29.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.58 (down from JP¥29.11 in 1Q 2022). Revenue: JP¥2.41b (down 4.7% from 1Q 2022). Net income: JP¥394.0m (down 37% from 1Q 2022). Profit margin: 16% (down from 25% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Chairman of the Board of Directors Toshihiko Tanaka was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Nov 16Price target increased to JP¥1,930Up from JP¥1,800, the current price target is provided by 1 analyst. New target price is 54% above last closing price of JP¥1,252. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥139 for next year compared to JP¥125 last year.Reported Earnings • Nov 02Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥125 (up from JP¥107 in FY 2021). Revenue: JP¥13.9b (down 22% from FY 2021). Net income: JP¥2.68b (up 17% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 10+ 3 more updatesi-mobile Co.,Ltd. Announces Year-End Dividend for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. announced that for the fiscal year ending July 31, 2022 the year-end dividend was increased by JPY 3 to JPY 38.Reported Earnings • Sep 09Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥125 (up from JP¥107 in FY 2021). Revenue: JP¥13.9b (down 22% from FY 2021). Net income: JP¥2.68b (up 17% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 24i-mobile Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 07, 2022i-mobile Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 07, 2022Upcoming Dividend • Jul 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 06 October 2022. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Jun 28+ 1 more updateI-Mobile Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2022i-mobile Co.,Ltd. provided consolidated earnings guidance for the year ending July 31, 2022. For the year, the company expected net sales of JPY 14,270 million, operating income of JPY 3,750 million, net income attributable to owners of parent of JPY 2,504 million or JPY 116.49 per basic share.Reported Earnings • Jun 10Third quarter 2022 earnings released: EPS: JP¥16.63 (vs JP¥14.94 in 3Q 2021)Third quarter 2022 results: EPS: JP¥16.63 (up from JP¥14.94 in 3Q 2021). Revenue: JP¥1.82b (down 41% from 3Q 2021). Net income: JP¥359.0m (up 13% from 3Q 2021). Profit margin: 20% (up from 10% in 3Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,500,000 shares, representing 6.95% for ¥2,000 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 6.95% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,000 million. The purpose of the program is increase shareholder value by improving capital efficiency and enhancing shareholder returns. The program will continue through July 25, 2022. As of March 31, 2022, the company had 21,592,346 issued shares (excluding treasury stock) and 255,850 treasury shares.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Chairman of the Board of Directors Toshihiko Tanaka was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥76.01 (up from JP¥61.51 in 2Q 2021). Revenue: JP¥7.63b (down 1.4% from 2Q 2021). Net income: JP¥1.64b (up 26% from 2Q 2021). Profit margin: 22% (up from 17% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 7.0% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 22i-mobile Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. provided earnings guidance for the fiscal year ending July 31, 2022. For the year, the company expects net sales of JPY 14,270 million, Operating profit was JPY 3,750 million, Profit attributable to owners of parent was JPY 2,504 million, and Basic earnings per share was JPY 116.49.お知らせ • Sep 29i-mobile Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. provided earnings guidance for the fiscal year ending July 31, 2022. For the year, the company expects net sales of JPY 14,270 million, Operating profit was JPY 3,750 million, Profit attributable to owners of parent was JPY 2,504 million, and Basic earnings per share was JPY 116.49.お知らせ • Sep 11i-mobile Co.,Ltd. (TSE:6535) agreed to acquire Simple App Studio.i-mobile Co.,Ltd. (TSE:6535) agreed to acquire Simple App Studio on September 9, 2021. i-mobile will acquire all shares in Simple App Studio and make it a subsidiary.Reported Earnings • Sep 11Full year 2021 earnings released: EPS JP¥107 (vs JP¥76.63 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.8b (up 20% from FY 2020). Net income: JP¥2.30b (up 33% from FY 2020). Profit margin: 13% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,381, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 40x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 49% over the past three years.Reported Earnings • Jun 13Third quarter 2021 earnings released: EPS JP¥14.94 (vs JP¥18.63 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥3.09b (up 2.8% from 3Q 2020). Net income: JP¥318.0m (down 22% from 3Q 2020). Profit margin: 10% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,666, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 60% over the past three years.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,510, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 33% over the past three years.Reported Earnings • Mar 12Second quarter 2021 earnings released: EPS JP¥61.51 (vs JP¥39.86 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥7.74b (up 37% from 2Q 2020). Net income: JP¥1.31b (up 44% from 2Q 2020). Profit margin: 17% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 29i-mobile Co.,Ltd. to Report Q2, 2021 Results on Mar 11, 2021i-mobile Co.,Ltd. announced that they will report Q2, 2021 results on Mar 11, 2021Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,360, the stock is trading at a trailing P/E ratio of 15.7x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 43x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 8.8%.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,225, the stock is trading at a trailing P/E ratio of 14.1x, down from the previous P/E ratio of 17x. This compares to an average P/E of 45x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 1.8%.Reported Earnings • Dec 11First quarter 2021 earnings released: EPS JP¥17.96The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: JP¥3.37b (flat on 1Q 2020). Net income: JP¥391.0m (up 88% from 1Q 2020). Profit margin: 12% (up from 6.2% in 1Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Dec 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Over the next year, revenue is forecast to stay flat compared to a 16% growth forecast for the Interactive Media and Services industry in Japan.Price Target Changed • Dec 01Price target raised to JP¥1,480Up from JP¥970, the current price target is provided by 1 analyst. The new target price is 15% above the current share price of JP¥1,288. As of last close, the stock is up 79% over the past year.お知らせ • Oct 10i-mobile Co.,Ltd. to Report Q1, 2021 Results on Dec 10, 2020i-mobile Co.,Ltd. announced that they will report Q1, 2021 results on Dec 10, 2020お知らせ • Aug 03i-mobile Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 10, 2020i-mobile Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 10, 2020株主還元6535JP Interactive Media and ServicesJP 市場7D-4.9%-4.0%2.7%1Y-16.7%-16.0%42.1%株主還元を見る業界別リターン: 6535過去 1 年間で-16 % のリターンをもたらしたJP Interactive Media and Services業界と一致しました。リターン対市場: 6535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 6535's price volatile compared to industry and market?6535 volatility6535 Average Weekly Movement3.9%Interactive Media and Services Industry Average Movement5.9%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 6535 、 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: 6535の 週次ボラティリティ ( 4% ) 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2007215Tetsuya Noguchiwww.i-mobile.co.jpアイモバイル株式会社は日本でインターネット広告事業を行っている。コンシューマ事業、インターネット広告事業を展開。自治体向けふるさと納税寄付サイト「ふるなび」の運営、ふるさと納税の寄付額に応じてポイントが貯まる「ふるなびトラベル」、ポイントを使って飲食店を利用できる「ふるなびグルメポイント」、クリック課金型サービス、企業とインフルエンサーをつなぐ「マーケティングプラットフォーム」などを提供している。また、ポイントサービス事業、代理店事業、メディアソリューション事業、アプリケーション運営事業も行っている。 アイモバイル株式会社は2007年に設立され、東京に本社を置いている。もっと見るi-mobile Co.,Ltd. 基礎のまとめi-mobileLtd の収益と売上を時価総額と比較するとどうか。6535 基礎統計学時価総額JP¥25.58b収益（TTM）JP¥2.42b売上高(TTM)JP¥21.96b10.9xPER（株価収益率1.2xP/Sレシオ6535 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6535 損益計算書（TTM）収益JP¥21.96b売上原価JP¥52.00m売上総利益JP¥21.91bその他の費用JP¥19.48b収益JP¥2.42b直近の収益報告Jan 31, 2026次回決算日Jun 11, 2026一株当たり利益（EPS）43.21グロス・マージン99.76%純利益率11.04%有利子負債／自己資本比率0%6535 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61%配当性向6535 配当は確実ですか？6535 配当履歴とベンチマークを見る6535 、いつまでに購入すれば配当金を受け取れますか？i-mobileLtd 配当日配当落ち日Jul 30 2026配当支払日Oct 06 2026配当落ちまでの日数64 days配当支払日までの日数132 days6535 配当は確実ですか？6535 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 07:27終値2026/05/27 00:00収益2026/01/31年間収益2025/07/31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i-mobile 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。2 アナリスト機関Taro IshiharaDaiwa Securities Co. Ltd.Yukari HousuiTokai Tokyo Intelligence Laboratory Co., Ltd.
Declared Dividend • Mar 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th July 2026 Payment date: 6th October 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 13Second quarter 2026 earnings released: EPS: JP¥35.41 (vs JP¥31.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥35.41 (up from JP¥31.87 in 2Q 2025). Revenue: JP¥6.68b (down 44% from 2Q 2025). Net income: JP¥1.99b (up 7.9% from 2Q 2025). Profit margin: 30% (up from 15% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Dec 27i-mobile Co.,Ltd. to Report Q2, 2026 Results on Mar 12, 2026i-mobile Co.,Ltd. announced that they will report Q2, 2026 results on Mar 12, 2026
Reported Earnings • Dec 12First quarter 2026 earnings released: EPS: JP¥0.75 (vs JP¥12.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.75 (down from JP¥12.49 in 1Q 2025). Revenue: JP¥10.1b (up 130% from 1Q 2025). Net income: JP¥42.0m (down 94% from 1Q 2025). Profit margin: 0.4% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 17i-mobile Co.,Ltd. to Report Q1, 2026 Results on Dec 11, 2025i-mobile Co.,Ltd. announced that they will report Q1, 2026 results on Dec 11, 2025
Reported Earnings • Sep 13Full year 2025 earnings released: EPS: JP¥51.40 (vs JP¥42.12 in FY 2024)Full year 2025 results: EPS: JP¥51.40 (up from JP¥42.12 in FY 2024). Revenue: JP¥21.5b (up 15% from FY 2024). Net income: JP¥2.96b (up 22% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Mar 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th July 2026 Payment date: 6th October 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 13Second quarter 2026 earnings released: EPS: JP¥35.41 (vs JP¥31.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥35.41 (up from JP¥31.87 in 2Q 2025). Revenue: JP¥6.68b (down 44% from 2Q 2025). Net income: JP¥1.99b (up 7.9% from 2Q 2025). Profit margin: 30% (up from 15% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Dec 27i-mobile Co.,Ltd. to Report Q2, 2026 Results on Mar 12, 2026i-mobile Co.,Ltd. announced that they will report Q2, 2026 results on Mar 12, 2026
Reported Earnings • Dec 12First quarter 2026 earnings released: EPS: JP¥0.75 (vs JP¥12.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.75 (down from JP¥12.49 in 1Q 2025). Revenue: JP¥10.1b (up 130% from 1Q 2025). Net income: JP¥42.0m (down 94% from 1Q 2025). Profit margin: 0.4% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 17i-mobile Co.,Ltd. to Report Q1, 2026 Results on Dec 11, 2025i-mobile Co.,Ltd. announced that they will report Q1, 2026 results on Dec 11, 2025
Reported Earnings • Sep 13Full year 2025 earnings released: EPS: JP¥51.40 (vs JP¥42.12 in FY 2024)Full year 2025 results: EPS: JP¥51.40 (up from JP¥42.12 in FY 2024). Revenue: JP¥21.5b (up 15% from FY 2024). Net income: JP¥2.96b (up 22% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 11i-mobile Co.,Ltd., Annual General Meeting, Oct 24, 2025i-mobile Co.,Ltd., Annual General Meeting, Oct 24, 2025.
分析記事 • Jul 26i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of i-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be paying its dividend of ¥26.00 on the 8th of...
Upcoming Dividend • Jul 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 08 October 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.5%).
分析記事 • Jul 12i-mobileLtd's (TSE:6535) Upcoming Dividend Will Be Larger Than Last Year'si-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...
お知らせ • Jul 02i-mobile Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 11, 2025i-mobile Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 11, 2025
分析記事 • Jun 28i-mobileLtd (TSE:6535) Is Paying Out A Larger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Jun 27Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 30th July 2025 Payment date: 8th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 26% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 11i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,800,000 shares, representing 3.11% for ¥1,200 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,800,000 shares, representing 3.11% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,200 million. The purpose of the program is acquire and cancel its own shares with the aim of further enhancing capital efficiency and increasing shareholder value, while preserving an appropriate level of shareholder equity necessary to sustain its business foundation and achieve sustainable growth. The program will continue through July 31, 2025. As of January 31, 2025, the company had 57,814,788 issued shares (excluding treasury stock) and 332,400 treasury shares.
お知らせ • Apr 01i-mobile Co.,Ltd. to Report Q3, 2025 Results on Jun 11, 2025i-mobile Co.,Ltd. announced that they will report Q3, 2025 results on Jun 11, 2025
お知らせ • Mar 28i-mobile Co.,Ltd. Announces Company Split (Simplified Absorption-Type Company Split) with Subsidiary Furunavi Energy, Inci-mobile Co. Ltd. announced that at the meeting of its Board of Directors held on March 27, 2025, it resolved to transfer its electricity retailing business to Furunavi Energy Inc. ("Furunavi Energy"), a wholly-owned subsidiary will be established on April 1, 2025, through a company split, with an effective date of June 1, 2025 (scheduled). As this company split is a simplified absorption-type company split to which the Company and its wholly- owned subsidiary are parties, certain matters and details for disclosure have been partially omitted. The i-mobile Group (the "Group") operates two business segments--Consumer Service and Online Advertising--under its corporate vision of "Creating a Business for the Future," providing services that "Enhance User Experience with Internet Marketing." This absorption-type company split is being conducted in order to promptly advance business by spinning off the Company's electricity retailing business after April of this year. Outline of the Company Split:) Schedule for the Company Split Date of Board Resolution: March 27, 2025 Date of establishment of the: April 1, 2025 subsidiary Date of execution of the absorption- April 1, 2025 type company split agreement Effective date of the Absorption-type: June 1, 2025 (scheduled). Company Split Method of the Company Split: The Absorption-type Company Split will be implemented as a simplified absorption-type company split, with i-mobile as the splitting company and Furunavi Energy as the succeeding company. The Absorption-type Company Split is expected to have a minimal impact on the Company's consolidated financial results for the fiscal year ending July 2025.
分析記事 • Mar 21Earnings Troubles May Signal Larger Issues for i-mobileLtd (TSE:6535) ShareholdersDespite i-mobile Co.,Ltd.'s ( TSE:6535 ) recent earnings report having lackluster headline numbers, the market...
分析記事 • Mar 15i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...
Reported Earnings • Mar 14Second quarter 2025 earnings released: EPS: JP¥31.87 (vs JP¥10.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.87 (up from JP¥10.70 in 2Q 2024). Revenue: JP¥12.0b (up 42% from 2Q 2024). Net income: JP¥1.84b (up 80% from 2Q 2024). Profit margin: 15% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Jan 03i-mobile Co.,Ltd. to Report Q2, 2025 Results on Mar 13, 2025i-mobile Co.,Ltd. announced that they will report Q2, 2025 results on Mar 13, 2025
Reported Earnings • Dec 12First quarter 2025 earnings released: EPS: JP¥12.49 (vs JP¥72.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.49 (down from JP¥72.58 in 1Q 2024). Revenue: JP¥4.42b (down 25% from 1Q 2024). Net income: JP¥720.0m (down 48% from 1Q 2024). Profit margin: 16% (down from 24% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Outside Director Masumi Sai was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 29i-mobile Co.,Ltd. to Report Q1, 2025 Results on Dec 10, 2024i-mobile Co.,Ltd. announced that they will report Q1, 2025 results on Dec 10, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Sep 15Full year 2024 earnings released: EPS: JP¥42.12 (vs JP¥39.93 in FY 2023)Full year 2024 results: EPS: JP¥42.12 (up from JP¥39.93 in FY 2023). Revenue: JP¥18.7b (up 14% from FY 2023). Net income: JP¥2.42b (flat on FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 12+ 3 more updatesi-mobile Co.,Ltd., Annual General Meeting, Oct 25, 2024i-mobile Co.,Ltd., Annual General Meeting, Oct 25, 2024.
Buy Or Sell Opportunity • Aug 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to JP¥437. The fair value is estimated to be JP¥547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 11%.
分析記事 • Aug 06Investors Give i-mobile Co.,Ltd. (TSE:6535) Shares A 34% Hidingi-mobile Co.,Ltd. ( TSE:6535 ) shareholders won't be pleased to see that the share price has had a very rough month...
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥402, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 2.6% over the past three years.
Buy Or Sell Opportunity • Aug 01Now 23% undervaluedOver the last 90 days, the stock has risen 9.3% to JP¥425. The fair value is estimated to be JP¥550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 11%.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
お知らせ • Jul 04i-mobile Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 12, 2024i-mobile Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 12, 2024
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥535, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Jun 13Third quarter 2024 earnings released: EPS: JP¥3.31 (vs JP¥3.30 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.31. Revenue: JP¥2.01b (up 16% from 3Q 2023). Net income: JP¥190.0m (down 4.5% from 3Q 2023). Profit margin: 9.5% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • May 11I-Mobile Co., Ltd. Proposes Dividend Guidance for the Fiscal Year Ending July 31, 2024i-mobile Co.,Ltd. proposed dividend guidance for the fiscal year ending July 31, 2024. For the fiscal year, the company expects to pay dividend of JPY 22.00 per share against JPY 13.50 per share prior guidance.
分析記事 • May 09i-mobileLtd (TSE:6535) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • May 09New 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 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (6.2% average weekly change).
お知らせ • Apr 05i-mobile Co.,Ltd. to Report Q3, 2024 Results on Jun 11, 2024i-mobile Co.,Ltd. announced that they will report Q3, 2024 results on Jun 11, 2024
Reported Earnings • Mar 13Second quarter 2024 earnings released: EPS: JP¥10.70 (vs JP¥28.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.70 (down from JP¥28.34 in 2Q 2023). Revenue: JP¥8.41b (down 17% from 2Q 2023). Net income: JP¥1.02b (down 40% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Mar 12Market Cool On i-mobile Co.,Ltd.'s (TSE:6535) Earningsi-mobile Co.,Ltd.'s ( TSE:6535 ) price-to-earnings (or "P/E") ratio of 6.8x might make it look like a strong buy right...
お知らせ • Jan 11i-mobile Co.,Ltd. to Report Q2, 2024 Results on Mar 12, 2024i-mobile Co.,Ltd. announced that they will report Q2, 2024 results on Mar 12, 2024
お知らせ • Dec 09i-mobile Co., Ltd. Proposes Dividend Guidance for the Fiscal Year Ending July 31, 2024i-mobile Co.,Ltd. proposed dividend guidance for the fiscal year ending July 31, 2024. For the fiscal year, the company expects to pay dividend of JPY 13.50 per share against JPY 40.00 per share a year ago.
Reported Earnings • Dec 08First quarter 2024 earnings released: EPS: JP¥72.58 (vs JP¥6.53 in 1Q 2023)First quarter 2024 results: EPS: JP¥72.58 (up from JP¥6.53 in 1Q 2023). Revenue: JP¥5.91b (up 145% from 1Q 2023). Net income: JP¥1.39b (up 253% from 1Q 2023). Profit margin: 24% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥39.93 (vs JP¥41.67 in FY 2022)Full year 2023 results: EPS: JP¥39.93 (down from JP¥41.67 in FY 2022). Revenue: JP¥16.4b (up 18% from FY 2022). Net income: JP¥2.40b (down 10% from FY 2022). Profit margin: 15% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 05i-mobile Co.,Ltd. to Report Q1, 2024 Results on Dec 07, 2023i-mobile Co.,Ltd. announced that they will report Q1, 2024 results on Dec 07, 2023
Reported Earnings • Sep 08Full year 2023 earnings released: EPS: JP¥120 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥120 (down from JP¥125 in FY 2022). Revenue: JP¥16.4b (up 18% from FY 2022). Net income: JP¥2.40b (down 10% from FY 2022). Profit margin: 15% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Sep 07i-mobile Co.,Ltd., Annual General Meeting, Oct 26, 2023i-mobile Co.,Ltd., Annual General Meeting, Oct 26, 2023.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 11 October 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
お知らせ • Jul 01i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,000,000 shares, representing 4.97% for ¥1,300 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 4.97% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,300 million. The purpose of the program is increase shareholder value by improving capital efficiency and enhancing shareholder returns. The program will continue through September 30, 2023. As of May 31, 2023, the company had 20,132,346 issued shares (excluding treasury stock) and 250,050 treasury shares.
Reported Earnings • Jun 09Third quarter 2023 earnings released: EPS: JP¥9.89 (vs JP¥16.63 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.89 (down from JP¥16.63 in 3Q 2022). Revenue: JP¥1.74b (down 4.8% from 3Q 2022). Net income: JP¥199.0m (down 45% from 3Q 2022). Profit margin: 12% (down from 20% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Jun 09I-Mobile Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending July 31, 2023i-mobile Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending July 31, 2023. For the fiscal year ending July 2023, the company expects net sales of JPY 16,000 million, operating income of JPY 3,850 million, profit attributable to owners of parent of JPY 2,705 million, and basic earnings per share of JPY 134.42.
Reported Earnings • Mar 10Second quarter 2023 earnings released: EPS: JP¥85.01 (vs JP¥76.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.01 (up from JP¥76.01 in 2Q 2022). Revenue: JP¥10.1b (up 33% from 2Q 2022). Net income: JP¥1.71b (up 4.3% from 2Q 2022). Profit margin: 17% (down from 22% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services 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 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 28i-mobile Co.,Ltd. to Report Q2, 2023 Results on Mar 09, 2023i-mobile Co.,Ltd. announced that they will report Q2, 2023 results on Mar 09, 2023
お知らせ • Dec 21+ 1 more updateI-Mobile Co.,Ltd. Provides Financial Guidance for the Fiscal Year Ending July 2023i-mobile Co.,Ltd. provided financial guidance for the fiscal year ending July 2023. For the fiscal year ending July 2023, the company forecasted consolidated net sales of JPY 16,000 million, operating income of JPY 3,850 million, and profit attributable to owners of parent of JPY 2,705 million. basic earnings per share of JPY 134.42.
Reported Earnings • Dec 11First quarter 2023 earnings released: EPS: JP¥19.58 (vs JP¥29.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.58 (down from JP¥29.11 in 1Q 2022). Revenue: JP¥2.41b (down 4.7% from 1Q 2022). Net income: JP¥394.0m (down 37% from 1Q 2022). Profit margin: 16% (down from 25% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Chairman of the Board of Directors Toshihiko Tanaka was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Nov 16Price target increased to JP¥1,930Up from JP¥1,800, the current price target is provided by 1 analyst. New target price is 54% above last closing price of JP¥1,252. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥139 for next year compared to JP¥125 last year.
Reported Earnings • Nov 02Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥125 (up from JP¥107 in FY 2021). Revenue: JP¥13.9b (down 22% from FY 2021). Net income: JP¥2.68b (up 17% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 10+ 3 more updatesi-mobile Co.,Ltd. Announces Year-End Dividend for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. announced that for the fiscal year ending July 31, 2022 the year-end dividend was increased by JPY 3 to JPY 38.
Reported Earnings • Sep 09Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥125 (up from JP¥107 in FY 2021). Revenue: JP¥13.9b (down 22% from FY 2021). Net income: JP¥2.68b (up 17% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 24i-mobile Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 07, 2022i-mobile Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 07, 2022
Upcoming Dividend • Jul 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 06 October 2022. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Jun 28+ 1 more updateI-Mobile Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2022i-mobile Co.,Ltd. provided consolidated earnings guidance for the year ending July 31, 2022. For the year, the company expected net sales of JPY 14,270 million, operating income of JPY 3,750 million, net income attributable to owners of parent of JPY 2,504 million or JPY 116.49 per basic share.
Reported Earnings • Jun 10Third quarter 2022 earnings released: EPS: JP¥16.63 (vs JP¥14.94 in 3Q 2021)Third quarter 2022 results: EPS: JP¥16.63 (up from JP¥14.94 in 3Q 2021). Revenue: JP¥1.82b (down 41% from 3Q 2021). Net income: JP¥359.0m (up 13% from 3Q 2021). Profit margin: 20% (up from 10% in 3Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,500,000 shares, representing 6.95% for ¥2,000 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 6.95% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,000 million. The purpose of the program is increase shareholder value by improving capital efficiency and enhancing shareholder returns. The program will continue through July 25, 2022. As of March 31, 2022, the company had 21,592,346 issued shares (excluding treasury stock) and 255,850 treasury shares.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Chairman of the Board of Directors Toshihiko Tanaka was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥76.01 (up from JP¥61.51 in 2Q 2021). Revenue: JP¥7.63b (down 1.4% from 2Q 2021). Net income: JP¥1.64b (up 26% from 2Q 2021). Profit margin: 22% (up from 17% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 7.0% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 22i-mobile Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. provided earnings guidance for the fiscal year ending July 31, 2022. For the year, the company expects net sales of JPY 14,270 million, Operating profit was JPY 3,750 million, Profit attributable to owners of parent was JPY 2,504 million, and Basic earnings per share was JPY 116.49.
お知らせ • Sep 29i-mobile Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. provided earnings guidance for the fiscal year ending July 31, 2022. For the year, the company expects net sales of JPY 14,270 million, Operating profit was JPY 3,750 million, Profit attributable to owners of parent was JPY 2,504 million, and Basic earnings per share was JPY 116.49.
お知らせ • Sep 11i-mobile Co.,Ltd. (TSE:6535) agreed to acquire Simple App Studio.i-mobile Co.,Ltd. (TSE:6535) agreed to acquire Simple App Studio on September 9, 2021. i-mobile will acquire all shares in Simple App Studio and make it a subsidiary.
Reported Earnings • Sep 11Full year 2021 earnings released: EPS JP¥107 (vs JP¥76.63 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.8b (up 20% from FY 2020). Net income: JP¥2.30b (up 33% from FY 2020). Profit margin: 13% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,381, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 40x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 49% over the past three years.
Reported Earnings • Jun 13Third quarter 2021 earnings released: EPS JP¥14.94 (vs JP¥18.63 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥3.09b (up 2.8% from 3Q 2020). Net income: JP¥318.0m (down 22% from 3Q 2020). Profit margin: 10% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,666, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 60% over the past three years.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,510, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Mar 12Second quarter 2021 earnings released: EPS JP¥61.51 (vs JP¥39.86 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥7.74b (up 37% from 2Q 2020). Net income: JP¥1.31b (up 44% from 2Q 2020). Profit margin: 17% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 29i-mobile Co.,Ltd. to Report Q2, 2021 Results on Mar 11, 2021i-mobile Co.,Ltd. announced that they will report Q2, 2021 results on Mar 11, 2021
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,360, the stock is trading at a trailing P/E ratio of 15.7x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 43x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 8.8%.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,225, the stock is trading at a trailing P/E ratio of 14.1x, down from the previous P/E ratio of 17x. This compares to an average P/E of 45x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 1.8%.
Reported Earnings • Dec 11First quarter 2021 earnings released: EPS JP¥17.96The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: JP¥3.37b (flat on 1Q 2020). Net income: JP¥391.0m (up 88% from 1Q 2020). Profit margin: 12% (up from 6.2% in 1Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Dec 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Over the next year, revenue is forecast to stay flat compared to a 16% growth forecast for the Interactive Media and Services industry in Japan.
Price Target Changed • Dec 01Price target raised to JP¥1,480Up from JP¥970, the current price target is provided by 1 analyst. The new target price is 15% above the current share price of JP¥1,288. As of last close, the stock is up 79% over the past year.
お知らせ • Oct 10i-mobile Co.,Ltd. to Report Q1, 2021 Results on Dec 10, 2020i-mobile Co.,Ltd. announced that they will report Q1, 2021 results on Dec 10, 2020
お知らせ • Aug 03i-mobile Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 10, 2020i-mobile Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 10, 2020
