Port（7047）株式概要株式会社ポートは、日本国内で様々なドメインに特化したバーティカルメディアを運営し、ユーザーニーズに合わせたコンテンツマーケティングを展開しています。 詳細7047 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長4/6過去の実績5/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より91.1%で取引されている 収益は年間18.53%増加すると予測されています 過去1年間で収益は44.6%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、7047 、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7047 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¥2.41k24.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-52m55b2016201920222025202620282031Revenue JP¥54.7bEarnings JP¥5.1bAdvancedSet Fair ValueView all narrativesPort Inc. 競合他社gifteeSymbol: TSE:4449Market cap: JP¥33.4bPR TIMESSymbol: TSE:3922Market cap: JP¥30.2bSharingtechnologySymbol: TSE:3989Market cap: JP¥24.1bi-mobileLtdSymbol: TSE:6535Market cap: JP¥27.5b価格と性能株価の高値、安値、推移の概要Port過去の株価現在の株価JP¥2,412.0052週高値JP¥2,572.0052週安値JP¥1,579.00ベータ0.811ヶ月の変化0.46%3ヶ月変化-4.02%1年変化47.52%3年間の変化62.42%5年間の変化201.88%IPOからの変化123.33%最新ニュースReported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥206 (up from JP¥142 in FY 2025). Revenue: JP¥29.1b (up 33% from FY 2025). Net income: JP¥2.72b (up 45% from FY 2025). Profit margin: 9.3% (up from 8.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Port Inc., Annual General Meeting, Jun 19, 2026Port Inc., Annual General Meeting, Jun 19, 2026.Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 9.5% to JP¥2,430. The fair value is estimated to be JP¥3,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • May 10Port Inc. to Report Fiscal Year 2026 Results on May 15, 2026Port Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 1.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).Reported Earnings • Feb 18Third quarter 2026 earnings released: EPS: JP¥68.94 (vs JP¥27.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥68.94 (up from JP¥27.14 in 3Q 2025). Revenue: JP¥7.26b (up 39% from 3Q 2025). Net income: JP¥902.0m (up 151% from 3Q 2025). Profit margin: 12% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.最新情報をもっと見るRecent updatesReported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥206 (up from JP¥142 in FY 2025). Revenue: JP¥29.1b (up 33% from FY 2025). Net income: JP¥2.72b (up 45% from FY 2025). Profit margin: 9.3% (up from 8.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Port Inc., Annual General Meeting, Jun 19, 2026Port Inc., Annual General Meeting, Jun 19, 2026.Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 9.5% to JP¥2,430. The fair value is estimated to be JP¥3,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • May 10Port Inc. to Report Fiscal Year 2026 Results on May 15, 2026Port Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 1.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).Reported Earnings • Feb 18Third quarter 2026 earnings released: EPS: JP¥68.94 (vs JP¥27.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥68.94 (up from JP¥27.14 in 3Q 2025). Revenue: JP¥7.26b (up 39% from 3Q 2025). Net income: JP¥902.0m (up 151% from 3Q 2025). Profit margin: 12% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.お知らせ • Feb 16+ 1 more updatePort Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Port Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company revises revenue of JPY 29,000 million, operating profit of JPY 4,100 million, profit of JPY 2,720 million and basic earnings per share of JPY 202.98.New Risk • Dec 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).分析記事 • Nov 21Additional Considerations Required While Assessing Port's (TSE:7047) Strong EarningsUnsurprisingly, Port Inc.'s ( TSE:7047 ) stock price was strong on the back of its healthy earnings report. We did some...Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥52.43 (vs JP¥29.38 in 2Q 2025)Second quarter 2026 results: EPS: JP¥52.43 (up from JP¥29.38 in 2Q 2025). Revenue: JP¥6.36b (up 23% from 2Q 2025). Net income: JP¥689.0m (up 77% from 2Q 2025). Profit margin: 11% (up from 7.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.Declared Dividend • Nov 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%.お知らせ • Oct 28Port Inc. (TSE:7047) agreed to acquire an additional 46% stake in HRteam Co., Ltd. from Takayuki Shirakura for ¥2.8 billion.Port Inc. (TSE:7047) agreed to acquire an additional 46% stake in HRteam Co., Ltd. from Takayuki Shirakura for ¥2.8 billion on October 27, 2025. A cash consideration of ¥2.76 billion will be paid by Port Inc. As part of consideration, ¥2.76 billion is paid towards common equity of HRteam Co., Ltd. Upon completion, Port Inc. will own 66% stake in HRteam Co., Ltd. The expected completion of the transaction is November 4, 2025.お知らせ • Sep 27Port Inc. to Report Q2, 2026 Results on Nov 13, 2025Port Inc. announced that they will report Q2, 2026 results on Nov 13, 2025Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,372, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 137% over the past three years.分析記事 • Aug 15The Market Lifts Port Inc. (TSE:7047) Shares 27% But It Can Do MoreTSE:7047 1 Year Share Price vs Fair Value Explore Port's Fair Values from the Community and select yours Despite an...Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: JP¥42.96 (vs JP¥42.69 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.96 (up from JP¥42.69 in 1Q 2025). Revenue: JP¥6.58b (up 38% from 1Q 2025). Net income: JP¥572.0m (up 1.6% from 1Q 2025). Profit margin: 8.7% (down from 12% 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 26% per year whereas the company’s share price has increased by 25% per year.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Outside Director Daigo Tomioka was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 27Port Inc. to Report Q1, 2026 Results on Aug 12, 2025Port Inc. announced that they will report Q1, 2026 results on Aug 12, 2025Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥142 (vs JP¥118 in FY 2024)Full year 2025 results: EPS: JP¥142 (up from JP¥118 in FY 2024). Revenue: JP¥22.0b (up 32% from FY 2024). Net income: JP¥1.88b (up 29% from FY 2024). Profit margin: 8.6% (down from 8.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 37% per year.お知らせ • Jun 19Port Inc. (TSE:7047) announces an Equity Buyback for 166,000 shares, representing 1.26% for ¥300 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 166,000 shares, representing 1.26% of its issued share capital (excluding treasury stock), for ¥300 million. The purpose of the prorgam is to acquire additional treasury stock to prepare for future corporate actions such as M&A. The program will run until September 30, 2025. As of June 18, 2025, the company had 13,192,287 shares in issue (excluding treasury stock) and 882,403 shares in treasury.分析記事 • Jun 11Is Port (TSE:7047) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,821, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 163% over the past three years.お知らせ • Jun 10Port Inc. (TSE:7047) announces an Equity Buyback for 200,000 shares, representing 1.5% for ¥300 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.5% of its issued share capital (excluding treasury stock), for ¥300 million. The purpose of the program is to improve corporate value, including the achievement of the medium-term management plan and lead to the maximum return of profits to shareholders. The program will run until July 17, 2025. As of June 9, 2025, the company had 13,356,287 shares in issue (excluding treasury stock) and 727,390 shares in treasury.分析記事 • May 23We Think You Should Be Aware Of Some Concerning Factors In Port's (TSE:7047) EarningsPort Inc.'s ( TSE:7047 ) stock didn't jump after it announced some healthy earnings. We think that investors might be...Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,610, 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 111% over the past three years.Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥142 (vs JP¥118 in FY 2024)Full year 2025 results: EPS: JP¥142 (up from JP¥118 in FY 2024). Revenue: JP¥22.0b (up 32% from FY 2024). Net income: JP¥1.88b (up 29% from FY 2024). Profit margin: 8.6% (down from 8.8% in FY 2024). The decrease in margin was driven by higher expenses. 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 29% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Briarwood Capital Partners LP completed the acquisition of 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) for ¥1.2 billion.Briarwood Capital Partners LP acquired 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) for ¥1.2 billion on May 16, 2025. A cash consideration of ¥1.18 billion valued at ¥320 per share will be paid by Briarwood Capital Partners LP. As part of consideration, ¥1.18 billion is paid towards common equity of ENECHANGE Ltd. Briarwood Capital Partners LP completed the acquisition of 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) on May 16, 2025.New Risk • May 15New 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 9.7% 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. This is currently the only risk that has been identified for the company.お知らせ • May 14Port Inc., Annual General Meeting, Jun 20, 2025Port Inc., Annual General Meeting, Jun 20, 2025.New Risk • Apr 07New 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 6.3% 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. This is currently the only risk that has been identified for the company.分析記事 • Apr 07Investors Holding Back On Port Inc. (TSE:7047)It's not a stretch to say that Port Inc.'s ( TSE:7047 ) price-to-earnings (or "P/E") ratio of 11.3x right now seems...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,616, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 122% over the past three years.お知らせ • Mar 29Port Inc. to Report Fiscal Year 2025 Results on May 14, 2025Port Inc. announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 1.4% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥27.14 (vs JP¥13.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.14 (up from JP¥13.91 in 3Q 2024). Revenue: JP¥5.24b (up 35% from 3Q 2024). Net income: JP¥360.0m (up 99% from 3Q 2024). Profit margin: 6.9% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 17Port Inc. to Report Q3, 2025 Results on Feb 13, 2025Port Inc. announced that they will report Q3, 2025 results on Feb 13, 2025分析記事 • Nov 20Port's (TSE:7047) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after Port Inc. ( TSE:7047 ) posted decent earnings last week. Our analysis showed that...Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥29.38 (vs JP¥44.73 in 2Q 2024)Second quarter 2025 results: EPS: JP¥29.38 (down from JP¥44.73 in 2Q 2024). Revenue: JP¥5.16b (up 31% from 2Q 2024). Net income: JP¥389.0m (down 27% from 2Q 2024). Profit margin: 7.5% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Declared Dividend • Nov 15Dividend of JP¥2.50 announcedShareholders will receive a dividend of JP¥2.50. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 1%. Cash payout ratio: 12%.Buy Or Sell Opportunity • Oct 29Now 20% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥1,878. The fair value is estimated to be JP¥1,560, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Oct 23Does Port (TSE:7047) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Sep 28Port Inc. to Report Q2, 2025 Results on Nov 13, 2024Port Inc. announced that they will report Q2, 2025 results on Nov 13, 2024分析記事 • Sep 06Is Port (TSE:7047) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥42.69 (vs JP¥23.43 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.69 (up from JP¥23.43 in 1Q 2024). Revenue: JP¥4.76b (up 33% from 1Q 2024). Net income: JP¥563.0m (up 113% from 1Q 2024). Profit margin: 12% (up from 7.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 06Port Inc.'s (TSE:7047) Popularity With Investors Under Threat As Stock Sinks 41%The Port Inc. ( TSE:7047 ) share price has fared very poorly over the last month, falling by a substantial 41%. Instead...New Risk • Aug 05New 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 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (26% accrual ratio). Minor Risk Shareholders have been diluted in the past year (14% increase in shares outstanding).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to JP¥1,322, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 57% over the past three years.分析記事 • Jul 25If EPS Growth Is Important To You, Port (TSE:7047) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Jul 04Port Inc. to Report Q1, 2025 Results on Aug 13, 2024Port Inc. announced that they will report Q1, 2025 results on Aug 13, 2024Reported Earnings • Jun 21Full year 2024 earnings released: EPS: JP¥118 (vs JP¥96.50 in FY 2023)Full year 2024 results: EPS: JP¥118 (up from JP¥96.50 in FY 2023). Revenue: JP¥16.6b (up 46% from FY 2023). Net income: JP¥1.46b (up 36% from FY 2023). Profit margin: 8.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,296, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 179% over the past three years.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥118 (vs JP¥96.50 in FY 2023)Full year 2024 results: EPS: JP¥118 (up from JP¥96.50 in FY 2023). Revenue: JP¥16.6b (up 46% from FY 2023). Net income: JP¥1.46b (up 36% from FY 2023). Profit margin: 8.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Port Inc., Annual General Meeting, Jun 20, 2024Port Inc., Annual General Meeting, Jun 20, 2024.お知らせ • May 14NIFTY Lifestyle Co., Ltd. (TSE:4262) agreed to acquire Doors Co., Ltd. from Port Inc. (TSE:7047) for ¥1.7 billion.NIFTY Lifestyle Co., Ltd. (TSE:4262) agreed to acquire Doors Co., Ltd. from Port Inc. (TSE:7047) for ¥1.7 billion on May 13, 2024. The consideration consists of ¥1750 million in cash. As part of the consideration, ¥1750 million was paid towards common equity. As of March 31, 2024, Doors Co., Ltd reported net assets of ¥600 million, total assets of ¥750 million, sales of ¥1 billion, operating income of ¥170 million, and net income of ¥120 million. The deal is expected to be completed on May 31, 2024.お知らせ • Apr 02Port Inc. (TSE:7047) completed the acquisition of Employment information community site business of Rakuten Group.Port Inc. (TSE:7047) agreed to acquire Employment information community site business of Rakuten Group for ¥2.2 billion on January 31, 2024. Transaction is expected to complete on April 1, 2024.Port Inc. (TSE:7047) completed the acquisition of Employment information community site business of Rakuten Group on April 1, 2024. Employment information community site business of Rakuten Group has been established as Minshu Co., Ltd.お知らせ • Mar 28Port Inc. to Report Fiscal Year 2024 Results on May 13, 2024Port Inc. announced that they will report fiscal year 2024 results on May 13, 2024Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥13.98 (vs JP¥17.45 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.98 (down from JP¥17.45 in 3Q 2023). Revenue: JP¥3.88b (up 43% from 3Q 2023). Net income: JP¥182.0m (down 6.2% from 3Q 2023). Profit margin: 4.7% (down from 7.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 11Port Inc. to Report Q3, 2024 Results on Feb 13, 2024Port Inc. announced that they will report Q3, 2024 results on Feb 13, 2024Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,198, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 270% over the past three years.Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: JP¥44.71 (vs JP¥27.38 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.71 (up from JP¥27.38 in 2Q 2023). Revenue: JP¥3.94b (up 49% from 2Q 2023). Net income: JP¥533.0m (up 76% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,077, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 231% over the past three years.お知らせ • Sep 28Port Inc. to Report Q2, 2024 Results on Nov 13, 2023Port Inc. announced that they will report Q2, 2024 results on Nov 13, 2023Buying Opportunity • Aug 25Now 20% undervaluedOver the last 90 days, the stock is up 83%. The fair value is estimated to be JP¥3,395, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 103%.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,500, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 179% over the past three years.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥23.43 (vs JP¥20.61 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.43 (up from JP¥20.61 in 1Q 2023). Revenue: JP¥3.58b (up 36% from 1Q 2023). Net income: JP¥264.0m (up 14% from 1Q 2023). Profit margin: 7.4% (down from 8.8% in 1Q 2023). The decrease in margin was driven by higher expenses.New Risk • Jul 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.4% 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: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Shareholders have been diluted in the past year (5.4% increase in shares outstanding).お知らせ • Jul 01coconala Inc. (TSE:4176) signed a contract to acquire Port Engineering Inc from Port Inc. (TSE:7047) for ¥250 million.coconala Inc. (TSE:4176) signed a contract to acquire Port Engineering Inc from Port Inc. (TSE:7047) for ¥250 million on June 30, 2023. The share transfer execution date is scheduled on July 3, 2023.お知らせ • Jun 28Port Inc. to Report Q1, 2024 Results on Aug 14, 2023Port Inc. announced that they will report Q1, 2024 results on Aug 14, 2023Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥2,339, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 133% over the past three years.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,694, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 85% over the past three years.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,453, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 99% over the past three years.お知らせ • May 13Port Inc., Annual General Meeting, Jun 23, 2023Port Inc., Annual General Meeting, Jun 23, 2023.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,728, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 273% over the past three years.Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥17.55 (vs JP¥9.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.55 (up from JP¥9.07 in 3Q 2022). Revenue: JP¥2.71b (up 81% from 3Q 2022). Net income: JP¥195.0m (up 86% from 3Q 2022). Profit margin: 7.2% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue.お知らせ • Feb 13Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of JPY 11,100 million, operating income of JPY 1,710 million, net income of JPY 1,210 million, net income attributable to owners of parent of JPY 1,060 million and basic earnings per share of JPY 95.23.お知らせ • Jan 06Port Inc. to Report Q3, 2023 Results on Feb 13, 2023Port Inc. announced that they will report Q3, 2023 results on Feb 13, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside Director Kuniyoshi Mabuchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 15Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the period, the company expects sales revenue of JPY 10,300 million, operating income of JPY 1,450 million, net income of JPY 975 million, net income attributable to owners of parent of JPY 850 million and basic earnings per share of JPY 76.31.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,160, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 15% over the past three years.Buying Opportunity • Oct 21Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be JP¥1,183, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Sep 30Port Inc. to Report Q2, 2023 Results on Nov 14, 2022Port Inc. announced that they will report Q2, 2023 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥975, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 25x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 5.3% over the past three years.Buying Opportunity • Aug 18Now 24% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be JP¥1,317, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Reported Earnings • Aug 17First quarter 2023 earnings released: EPS: JP¥20.61 (vs JP¥12.81 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥20.61 (up from JP¥12.81 loss in 1Q 2022). Revenue: JP¥2.63b (up 62% from 1Q 2022). Net income: JP¥231.0m (up JP¥375.0m from 1Q 2022). Profit margin: 8.8% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue.お知らせ • Aug 15Port Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Port Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of ¥9,300 million, operating income of ¥1,200 million, net income attributable to owners of parent of ¥700 million or basic earnings per share of ¥61.13.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥837, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 28x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 4.6% over the past three years.Buying Opportunity • Jul 25Now 22% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥928, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Buying Opportunity • Jul 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥865, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Jun 30Port Inc. to Report Q1, 2023 Results on Aug 15, 2022Port Inc. announced that they will report Q1, 2023 results on Aug 15, 2022Buying Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥875, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 67% in the next 2 years.お知らせ • May 14Port Inc., Annual General Meeting, Jun 23, 2022Port Inc., Annual General Meeting, Jun 23, 2022.お知らせ • Apr 08Port Inc. to Report Fiscal Year 2022 Results on May 13, 2022Port Inc. announced that they will report fiscal year 2022 results on May 13, 2022お知らせ • Feb 25Port Inc. (TSE:7047) announces an Equity Buyback for 285,000 shares, representing 2.37% for ¥200 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 285,000 shares, representing 2.37% of its issued share capital, for ¥200 million. The purpose of the program is to the maximum return of profits to our shareholders. The program will expire on April 29, 2022. As of February 24, 2022, the company has 12,039,390 issued shares (excluding treasury stock) and 457,190 treasury shares.お知らせ • Feb 16Port Inc. Provides Consolidated Financial Results Forecast for the Full Fiscal Year Ending December 31, 2022Port Inc. provided consolidated financial results forecast for the full fiscal year ending December 31, 2022. For the period, the company expects sales revenue to be in range of JPY 7,000 and JPY 7,500 million, operating income to be in range of JPY 550 million and JPY 700 million, net income to be in range of JPY 400 million and JPY 500 million, net income attributable to owners of the parent to be in range of JPY 400 million and JPY 500 million and basic earnings per share to be in range of JPY 35.70 and JPY 44.62.お知らせ • Jul 07Port Inc. announced that it expects to receive ¥199.9413 million in funding from Change Inc.Port Inc. announced a private placement of 269,100 shares at issue price of ¥743 per share for gross proceeds of ¥199,941,300 on July 5, 2021. The transaction included participation from new investor, Change Inc. The investor will hold 2.34% stake in the company post closing of the transaction. The company will raise funds through third party allocation increase. The company will incur expenses of ¥650,000 in relation to the transaction. The transaction is expected to close on July 26, 2021. The transaction has been approved by the board of directors of the company.株主還元7047JP Interactive Media and ServicesJP 市場7D0.5%-2.1%1.2%1Y47.5%-13.7%42.1%株主還元を見る業界別リターン: 7047過去 1 年間で-13.7 % の収益を上げたJP Interactive Media and Services業界を上回りました。リターン対市場: 7047過去 1 年間で42.1 % の収益を上げたJP市場を上回りました。価格変動Is 7047's price volatile compared to industry and market?7047 volatility7047 Average Weekly Movement6.6%Interactive Media and Services Industry Average Movement5.9%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: 7047 、 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: 7047の 週次ボラティリティ ( 7% ) 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2011892Hirofumi Kasugawww.theport.jp株式会社ポートは、日本国内で様々なドメインに特化したバーティカルメディアの運営や、ユーザーニーズに合わせたコンテンツマーケティングの開発を行っています。学生・社会人向け就職情報プラットフォーム「キャリアパーク」、就活生と企業のマッチングサービスを提供する就職エージェント「キャリアパーク」、就活ノウハウを提供する情報サイト「就活の未来」、「cut！就活生と企業のマッチングサービスを提供する「就職エージェント」、就活ノウハウを提供する情報サイト「就活の未来」、就活生向けイベント情報サイト「cutlet」、就活生のリアルな口コミ情報を提供する「就活ミーティング」などを運営している。また、ユーザーの「借りる」「貯める」「増やす」マネーライフの情報サイト「マネット」、カード情報ローンサイト「マネット（カードローン）」、FX関連情報をユーザーに提供するサイト「マネット（FX）」を運営している。また、カードローンのノウハウ情報を提供する情報サイト「カードローンエージェント」、外壁塗装のプラットフォームメディア「外壁塗装の窓口」、電気・ガス料金の見直しに関するユーザーと電力会社のマッチングサイト「エネチョイス」、引越し先の電気・ガス手続き支援サイト「引越し手続き com」、医療プラットフォーム「ポートメディカル」、高血圧症向けオンライン医療サービスを提供する医療プラットフォーム「テレメディエスBP」を運営している。前身はソーシャルリクルーティング株式会社で、2015年に株式会社ポートに商号変更した。ポート株式会社は2011年に法人化され、東京に本社を置いている。もっと見るPort Inc. 基礎のまとめPort の収益と売上を時価総額と比較するとどうか。7047 基礎統計学時価総額JP¥31.65b収益（TTM）JP¥2.72b売上高(TTM)JP¥29.10b11.7xPER（株価収益率1.1xP/Sレシオ7047 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7047 損益計算書（TTM）収益JP¥29.10b売上原価JP¥8.27b売上総利益JP¥20.83bその他の費用JP¥18.11b収益JP¥2.72b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）207.03グロス・マージン71.57%純利益率9.34%有利子負債／自己資本比率104.4%7047 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0.5%現在の配当利回り1%配当性向7047 配当は確実ですか？7047 配当履歴とベンチマークを見る7047 、いつまでに購入すれば配当金を受け取れますか？Port 配当日配当落ち日Mar 30 2026配当支払日Jun 22 2026配当落ちまでの日数54 days配当支払日までの日数30 days7047 配当は確実ですか？7047 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 07:55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Port 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Satoru SekineDaiwa Securities Co. Ltd.Hiroshi NayaIchiyoshi Research Institute Inc.
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥206 (up from JP¥142 in FY 2025). Revenue: JP¥29.1b (up 33% from FY 2025). Net income: JP¥2.72b (up 45% from FY 2025). Profit margin: 9.3% (up from 8.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Port Inc., Annual General Meeting, Jun 19, 2026Port Inc., Annual General Meeting, Jun 19, 2026.
Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 9.5% to JP¥2,430. The fair value is estimated to be JP¥3,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • May 10Port Inc. to Report Fiscal Year 2026 Results on May 15, 2026Port Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 1.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).
Reported Earnings • Feb 18Third quarter 2026 earnings released: EPS: JP¥68.94 (vs JP¥27.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥68.94 (up from JP¥27.14 in 3Q 2025). Revenue: JP¥7.26b (up 39% from 3Q 2025). Net income: JP¥902.0m (up 151% from 3Q 2025). Profit margin: 12% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥206 (up from JP¥142 in FY 2025). Revenue: JP¥29.1b (up 33% from FY 2025). Net income: JP¥2.72b (up 45% from FY 2025). Profit margin: 9.3% (up from 8.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Port Inc., Annual General Meeting, Jun 19, 2026Port Inc., Annual General Meeting, Jun 19, 2026.
Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 9.5% to JP¥2,430. The fair value is estimated to be JP¥3,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • May 10Port Inc. to Report Fiscal Year 2026 Results on May 15, 2026Port Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 1.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).
Reported Earnings • Feb 18Third quarter 2026 earnings released: EPS: JP¥68.94 (vs JP¥27.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥68.94 (up from JP¥27.14 in 3Q 2025). Revenue: JP¥7.26b (up 39% from 3Q 2025). Net income: JP¥902.0m (up 151% from 3Q 2025). Profit margin: 12% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Feb 16+ 1 more updatePort Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Port Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company revises revenue of JPY 29,000 million, operating profit of JPY 4,100 million, profit of JPY 2,720 million and basic earnings per share of JPY 202.98.
New Risk • Dec 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).
分析記事 • Nov 21Additional Considerations Required While Assessing Port's (TSE:7047) Strong EarningsUnsurprisingly, Port Inc.'s ( TSE:7047 ) stock price was strong on the back of its healthy earnings report. We did some...
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥52.43 (vs JP¥29.38 in 2Q 2025)Second quarter 2026 results: EPS: JP¥52.43 (up from JP¥29.38 in 2Q 2025). Revenue: JP¥6.36b (up 23% from 2Q 2025). Net income: JP¥689.0m (up 77% from 2Q 2025). Profit margin: 11% (up from 7.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.
Declared Dividend • Nov 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%.
お知らせ • Oct 28Port Inc. (TSE:7047) agreed to acquire an additional 46% stake in HRteam Co., Ltd. from Takayuki Shirakura for ¥2.8 billion.Port Inc. (TSE:7047) agreed to acquire an additional 46% stake in HRteam Co., Ltd. from Takayuki Shirakura for ¥2.8 billion on October 27, 2025. A cash consideration of ¥2.76 billion will be paid by Port Inc. As part of consideration, ¥2.76 billion is paid towards common equity of HRteam Co., Ltd. Upon completion, Port Inc. will own 66% stake in HRteam Co., Ltd. The expected completion of the transaction is November 4, 2025.
お知らせ • Sep 27Port Inc. to Report Q2, 2026 Results on Nov 13, 2025Port Inc. announced that they will report Q2, 2026 results on Nov 13, 2025
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,372, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 137% over the past three years.
分析記事 • Aug 15The Market Lifts Port Inc. (TSE:7047) Shares 27% But It Can Do MoreTSE:7047 1 Year Share Price vs Fair Value Explore Port's Fair Values from the Community and select yours Despite an...
Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: JP¥42.96 (vs JP¥42.69 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.96 (up from JP¥42.69 in 1Q 2025). Revenue: JP¥6.58b (up 38% from 1Q 2025). Net income: JP¥572.0m (up 1.6% from 1Q 2025). Profit margin: 8.7% (down from 12% 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 26% per year whereas the company’s share price has increased by 25% per year.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Outside Director Daigo Tomioka was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 27Port Inc. to Report Q1, 2026 Results on Aug 12, 2025Port Inc. announced that they will report Q1, 2026 results on Aug 12, 2025
Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥142 (vs JP¥118 in FY 2024)Full year 2025 results: EPS: JP¥142 (up from JP¥118 in FY 2024). Revenue: JP¥22.0b (up 32% from FY 2024). Net income: JP¥1.88b (up 29% from FY 2024). Profit margin: 8.6% (down from 8.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 37% per year.
お知らせ • Jun 19Port Inc. (TSE:7047) announces an Equity Buyback for 166,000 shares, representing 1.26% for ¥300 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 166,000 shares, representing 1.26% of its issued share capital (excluding treasury stock), for ¥300 million. The purpose of the prorgam is to acquire additional treasury stock to prepare for future corporate actions such as M&A. The program will run until September 30, 2025. As of June 18, 2025, the company had 13,192,287 shares in issue (excluding treasury stock) and 882,403 shares in treasury.
分析記事 • Jun 11Is Port (TSE:7047) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,821, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 163% over the past three years.
お知らせ • Jun 10Port Inc. (TSE:7047) announces an Equity Buyback for 200,000 shares, representing 1.5% for ¥300 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.5% of its issued share capital (excluding treasury stock), for ¥300 million. The purpose of the program is to improve corporate value, including the achievement of the medium-term management plan and lead to the maximum return of profits to shareholders. The program will run until July 17, 2025. As of June 9, 2025, the company had 13,356,287 shares in issue (excluding treasury stock) and 727,390 shares in treasury.
分析記事 • May 23We Think You Should Be Aware Of Some Concerning Factors In Port's (TSE:7047) EarningsPort Inc.'s ( TSE:7047 ) stock didn't jump after it announced some healthy earnings. We think that investors might be...
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,610, 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 111% over the past three years.
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥142 (vs JP¥118 in FY 2024)Full year 2025 results: EPS: JP¥142 (up from JP¥118 in FY 2024). Revenue: JP¥22.0b (up 32% from FY 2024). Net income: JP¥1.88b (up 29% from FY 2024). Profit margin: 8.6% (down from 8.8% in FY 2024). The decrease in margin was driven by higher expenses. 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 29% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Briarwood Capital Partners LP completed the acquisition of 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) for ¥1.2 billion.Briarwood Capital Partners LP acquired 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) for ¥1.2 billion on May 16, 2025. A cash consideration of ¥1.18 billion valued at ¥320 per share will be paid by Briarwood Capital Partners LP. As part of consideration, ¥1.18 billion is paid towards common equity of ENECHANGE Ltd. Briarwood Capital Partners LP completed the acquisition of 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) on May 16, 2025.
New Risk • May 15New 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 9.7% 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. This is currently the only risk that has been identified for the company.
お知らせ • May 14Port Inc., Annual General Meeting, Jun 20, 2025Port Inc., Annual General Meeting, Jun 20, 2025.
New Risk • Apr 07New 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 6.3% 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. This is currently the only risk that has been identified for the company.
分析記事 • Apr 07Investors Holding Back On Port Inc. (TSE:7047)It's not a stretch to say that Port Inc.'s ( TSE:7047 ) price-to-earnings (or "P/E") ratio of 11.3x right now seems...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,616, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 122% over the past three years.
お知らせ • Mar 29Port Inc. to Report Fiscal Year 2025 Results on May 14, 2025Port Inc. announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 1.4% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥27.14 (vs JP¥13.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.14 (up from JP¥13.91 in 3Q 2024). Revenue: JP¥5.24b (up 35% from 3Q 2024). Net income: JP¥360.0m (up 99% from 3Q 2024). Profit margin: 6.9% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 17Port Inc. to Report Q3, 2025 Results on Feb 13, 2025Port Inc. announced that they will report Q3, 2025 results on Feb 13, 2025
分析記事 • Nov 20Port's (TSE:7047) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after Port Inc. ( TSE:7047 ) posted decent earnings last week. Our analysis showed that...
Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥29.38 (vs JP¥44.73 in 2Q 2024)Second quarter 2025 results: EPS: JP¥29.38 (down from JP¥44.73 in 2Q 2024). Revenue: JP¥5.16b (up 31% from 2Q 2024). Net income: JP¥389.0m (down 27% from 2Q 2024). Profit margin: 7.5% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Nov 15Dividend of JP¥2.50 announcedShareholders will receive a dividend of JP¥2.50. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 1%. Cash payout ratio: 12%.
Buy Or Sell Opportunity • Oct 29Now 20% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥1,878. The fair value is estimated to be JP¥1,560, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Oct 23Does Port (TSE:7047) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Sep 28Port Inc. to Report Q2, 2025 Results on Nov 13, 2024Port Inc. announced that they will report Q2, 2025 results on Nov 13, 2024
分析記事 • Sep 06Is Port (TSE:7047) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥42.69 (vs JP¥23.43 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.69 (up from JP¥23.43 in 1Q 2024). Revenue: JP¥4.76b (up 33% from 1Q 2024). Net income: JP¥563.0m (up 113% from 1Q 2024). Profit margin: 12% (up from 7.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 06Port Inc.'s (TSE:7047) Popularity With Investors Under Threat As Stock Sinks 41%The Port Inc. ( TSE:7047 ) share price has fared very poorly over the last month, falling by a substantial 41%. Instead...
New Risk • Aug 05New 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 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (26% accrual ratio). Minor Risk Shareholders have been diluted in the past year (14% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to JP¥1,322, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 57% over the past three years.
分析記事 • Jul 25If EPS Growth Is Important To You, Port (TSE:7047) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Jul 04Port Inc. to Report Q1, 2025 Results on Aug 13, 2024Port Inc. announced that they will report Q1, 2025 results on Aug 13, 2024
Reported Earnings • Jun 21Full year 2024 earnings released: EPS: JP¥118 (vs JP¥96.50 in FY 2023)Full year 2024 results: EPS: JP¥118 (up from JP¥96.50 in FY 2023). Revenue: JP¥16.6b (up 46% from FY 2023). Net income: JP¥1.46b (up 36% from FY 2023). Profit margin: 8.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,296, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 179% over the past three years.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥118 (vs JP¥96.50 in FY 2023)Full year 2024 results: EPS: JP¥118 (up from JP¥96.50 in FY 2023). Revenue: JP¥16.6b (up 46% from FY 2023). Net income: JP¥1.46b (up 36% from FY 2023). Profit margin: 8.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Port Inc., Annual General Meeting, Jun 20, 2024Port Inc., Annual General Meeting, Jun 20, 2024.
お知らせ • May 14NIFTY Lifestyle Co., Ltd. (TSE:4262) agreed to acquire Doors Co., Ltd. from Port Inc. (TSE:7047) for ¥1.7 billion.NIFTY Lifestyle Co., Ltd. (TSE:4262) agreed to acquire Doors Co., Ltd. from Port Inc. (TSE:7047) for ¥1.7 billion on May 13, 2024. The consideration consists of ¥1750 million in cash. As part of the consideration, ¥1750 million was paid towards common equity. As of March 31, 2024, Doors Co., Ltd reported net assets of ¥600 million, total assets of ¥750 million, sales of ¥1 billion, operating income of ¥170 million, and net income of ¥120 million. The deal is expected to be completed on May 31, 2024.
お知らせ • Apr 02Port Inc. (TSE:7047) completed the acquisition of Employment information community site business of Rakuten Group.Port Inc. (TSE:7047) agreed to acquire Employment information community site business of Rakuten Group for ¥2.2 billion on January 31, 2024. Transaction is expected to complete on April 1, 2024.Port Inc. (TSE:7047) completed the acquisition of Employment information community site business of Rakuten Group on April 1, 2024. Employment information community site business of Rakuten Group has been established as Minshu Co., Ltd.
お知らせ • Mar 28Port Inc. to Report Fiscal Year 2024 Results on May 13, 2024Port Inc. announced that they will report fiscal year 2024 results on May 13, 2024
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥13.98 (vs JP¥17.45 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.98 (down from JP¥17.45 in 3Q 2023). Revenue: JP¥3.88b (up 43% from 3Q 2023). Net income: JP¥182.0m (down 6.2% from 3Q 2023). Profit margin: 4.7% (down from 7.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 11Port Inc. to Report Q3, 2024 Results on Feb 13, 2024Port Inc. announced that they will report Q3, 2024 results on Feb 13, 2024
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,198, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 270% over the past three years.
Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: JP¥44.71 (vs JP¥27.38 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.71 (up from JP¥27.38 in 2Q 2023). Revenue: JP¥3.94b (up 49% from 2Q 2023). Net income: JP¥533.0m (up 76% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,077, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 231% over the past three years.
お知らせ • Sep 28Port Inc. to Report Q2, 2024 Results on Nov 13, 2023Port Inc. announced that they will report Q2, 2024 results on Nov 13, 2023
Buying Opportunity • Aug 25Now 20% undervaluedOver the last 90 days, the stock is up 83%. The fair value is estimated to be JP¥3,395, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 103%.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,500, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 179% over the past three years.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥23.43 (vs JP¥20.61 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.43 (up from JP¥20.61 in 1Q 2023). Revenue: JP¥3.58b (up 36% from 1Q 2023). Net income: JP¥264.0m (up 14% from 1Q 2023). Profit margin: 7.4% (down from 8.8% in 1Q 2023). The decrease in margin was driven by higher expenses.
New Risk • Jul 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.4% 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: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Shareholders have been diluted in the past year (5.4% increase in shares outstanding).
お知らせ • Jul 01coconala Inc. (TSE:4176) signed a contract to acquire Port Engineering Inc from Port Inc. (TSE:7047) for ¥250 million.coconala Inc. (TSE:4176) signed a contract to acquire Port Engineering Inc from Port Inc. (TSE:7047) for ¥250 million on June 30, 2023. The share transfer execution date is scheduled on July 3, 2023.
お知らせ • Jun 28Port Inc. to Report Q1, 2024 Results on Aug 14, 2023Port Inc. announced that they will report Q1, 2024 results on Aug 14, 2023
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥2,339, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 133% over the past three years.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,694, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 85% over the past three years.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,453, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 99% over the past three years.
お知らせ • May 13Port Inc., Annual General Meeting, Jun 23, 2023Port Inc., Annual General Meeting, Jun 23, 2023.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,728, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 273% over the past three years.
Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥17.55 (vs JP¥9.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.55 (up from JP¥9.07 in 3Q 2022). Revenue: JP¥2.71b (up 81% from 3Q 2022). Net income: JP¥195.0m (up 86% from 3Q 2022). Profit margin: 7.2% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue.
お知らせ • Feb 13Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of JPY 11,100 million, operating income of JPY 1,710 million, net income of JPY 1,210 million, net income attributable to owners of parent of JPY 1,060 million and basic earnings per share of JPY 95.23.
お知らせ • Jan 06Port Inc. to Report Q3, 2023 Results on Feb 13, 2023Port Inc. announced that they will report Q3, 2023 results on Feb 13, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside Director Kuniyoshi Mabuchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 15Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the period, the company expects sales revenue of JPY 10,300 million, operating income of JPY 1,450 million, net income of JPY 975 million, net income attributable to owners of parent of JPY 850 million and basic earnings per share of JPY 76.31.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,160, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 15% over the past three years.
Buying Opportunity • Oct 21Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be JP¥1,183, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Sep 30Port Inc. to Report Q2, 2023 Results on Nov 14, 2022Port Inc. announced that they will report Q2, 2023 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥975, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 25x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 5.3% over the past three years.
Buying Opportunity • Aug 18Now 24% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be JP¥1,317, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Reported Earnings • Aug 17First quarter 2023 earnings released: EPS: JP¥20.61 (vs JP¥12.81 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥20.61 (up from JP¥12.81 loss in 1Q 2022). Revenue: JP¥2.63b (up 62% from 1Q 2022). Net income: JP¥231.0m (up JP¥375.0m from 1Q 2022). Profit margin: 8.8% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue.
お知らせ • Aug 15Port Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Port Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of ¥9,300 million, operating income of ¥1,200 million, net income attributable to owners of parent of ¥700 million or basic earnings per share of ¥61.13.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥837, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 28x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 4.6% over the past three years.
Buying Opportunity • Jul 25Now 22% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥928, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Buying Opportunity • Jul 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥865, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Jun 30Port Inc. to Report Q1, 2023 Results on Aug 15, 2022Port Inc. announced that they will report Q1, 2023 results on Aug 15, 2022
Buying Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥875, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 67% in the next 2 years.
お知らせ • May 14Port Inc., Annual General Meeting, Jun 23, 2022Port Inc., Annual General Meeting, Jun 23, 2022.
お知らせ • Apr 08Port Inc. to Report Fiscal Year 2022 Results on May 13, 2022Port Inc. announced that they will report fiscal year 2022 results on May 13, 2022
お知らせ • Feb 25Port Inc. (TSE:7047) announces an Equity Buyback for 285,000 shares, representing 2.37% for ¥200 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 285,000 shares, representing 2.37% of its issued share capital, for ¥200 million. The purpose of the program is to the maximum return of profits to our shareholders. The program will expire on April 29, 2022. As of February 24, 2022, the company has 12,039,390 issued shares (excluding treasury stock) and 457,190 treasury shares.
お知らせ • Feb 16Port Inc. Provides Consolidated Financial Results Forecast for the Full Fiscal Year Ending December 31, 2022Port Inc. provided consolidated financial results forecast for the full fiscal year ending December 31, 2022. For the period, the company expects sales revenue to be in range of JPY 7,000 and JPY 7,500 million, operating income to be in range of JPY 550 million and JPY 700 million, net income to be in range of JPY 400 million and JPY 500 million, net income attributable to owners of the parent to be in range of JPY 400 million and JPY 500 million and basic earnings per share to be in range of JPY 35.70 and JPY 44.62.
お知らせ • Jul 07Port Inc. announced that it expects to receive ¥199.9413 million in funding from Change Inc.Port Inc. announced a private placement of 269,100 shares at issue price of ¥743 per share for gross proceeds of ¥199,941,300 on July 5, 2021. The transaction included participation from new investor, Change Inc. The investor will hold 2.34% stake in the company post closing of the transaction. The company will raise funds through third party allocation increase. The company will incur expenses of ¥650,000 in relation to the transaction. The transaction is expected to close on July 26, 2021. The transaction has been approved by the board of directors of the company.
