View Valuationitsumo.inc 将来の成長Future 基準チェック /06現在、 itsumo.incの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Media 収益成長16.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Feb 22Itsumo.Inc. Provides Earnings Guidance for the Year 2022itsumo.inc. provided earnings guidance for the year 2022. For the period, the company's Gross Sales will be JPY 11,448 million. Gross Profit will be JPY 2,898 million. Operating Income will be JPY 569 million. Net Income will be JPY 386 million.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥561, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 38% over the past three years.Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥26.44 (vs JP¥16.59 loss in FY 2025)Full year 2026 results: EPS: JP¥26.44 (up from JP¥16.59 loss in FY 2025). Revenue: JP¥17.9b (up 28% from FY 2025). Net income: JP¥157.0m (up JP¥255.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.New Risk • May 15New 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 7.6% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 27% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (JP¥3.47b market cap, or US$21.9m).お知らせ • May 14itsumo.inc., Annual General Meeting, Jun 25, 2026itsumo.inc., Annual General Meeting, Jun 25, 2026.お知らせ • May 10itsumo.inc. to Report Fiscal Year 2026 Results on May 14, 2026itsumo.inc. announced that they will report fiscal year 2026 results on May 14, 2026Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥15.82 (vs JP¥6.58 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.82 (up from JP¥6.58 in 3Q 2025). Revenue: JP¥5.49b (up 51% from 3Q 2025). Net income: JP¥94.0m (up 141% from 3Q 2025). Profit margin: 1.7% (up from 1.1% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.分析記事 • Jan 04Market Might Still Lack Some Conviction On itsumo.inc. (TSE:7694) Even After 33% Share Price BoostThose holding itsumo.inc. ( TSE:7694 ) shares would be relieved that the share price has rebounded 33% in the last...分析記事 • Dec 26Returns On Capital Signal Tricky Times Ahead For itsumo.inc (TSE:7694)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...New Risk • Dec 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 26% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.91b market cap, or US$25.0m).分析記事 • Nov 20Investors Give itsumo.inc. (TSE:7694) Shares A 28% HidingThe itsumo.inc. ( TSE:7694 ) share price has fared very poorly over the last month, falling by a substantial 28...Reported Earnings • Nov 20Second quarter 2026 earnings released: JP¥2.19 loss per share (vs JP¥10.34 loss in 2Q 2025)Second quarter 2026 results: JP¥2.19 loss per share (improved from JP¥10.34 loss in 2Q 2025). Revenue: JP¥4.25b (up 33% from 2Q 2025). Net loss: JP¥13.0m (loss narrowed 79% from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.分析記事 • Nov 18Is itsumo.inc (TSE:7694) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Sep 30itsumo.inc. to Report Q2, 2026 Results on Nov 14, 2025itsumo.inc. announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 16First quarter 2026 earnings released: JP¥14.84 loss per share (vs JP¥8.51 loss in 1Q 2025)First quarter 2026 results: JP¥14.84 loss per share (further deteriorated from JP¥8.51 loss in 1Q 2025). Revenue: JP¥3.29b (down 2.6% from 1Q 2025). Net loss: JP¥88.0m (loss widened 76% from 1Q 2025).分析記事 • Jul 03itsumo.inc. (TSE:7694) Surges 35% Yet Its Low P/S Is No Reason For Excitementitsumo.inc. ( TSE:7694 ) shares have continued their recent momentum with a 35% gain in the last month alone. Looking...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. 4 experienced directors. 2 highly experienced directors. Independent Outside Director Shoji Okada 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.分析記事 • Jun 30itsumo.inc (TSE:7694) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jun 25itsumo.inc. to Report Q1, 2026 Results on Aug 14, 2025itsumo.inc. announced that they will report Q1, 2026 results on Aug 14, 2025Reported Earnings • May 20Full year 2025 earnings released: JP¥16.59 loss per share (vs JP¥44.18 profit in FY 2024)Full year 2025 results: JP¥16.59 loss per share (down from JP¥44.18 profit in FY 2024). Revenue: JP¥13.9b (flat on FY 2024). Net loss: JP¥98.0m (down 138% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.お知らせ • May 14itsumo.inc., Annual General Meeting, Jun 26, 2025itsumo.inc., Annual General Meeting, Jun 26, 2025.分析記事 • May 02itsumo.inc. (TSE:7694) Shares Fly 35% But Investors Aren't Buying For Growthitsumo.inc. ( TSE:7694 ) shares have had a really impressive month, gaining 35% after a shaky period beforehand...分析記事 • Apr 07Capital Allocation Trends At itsumo.inc (TSE:7694) Aren't IdealThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...New Risk • Apr 04New 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 5.3% 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥2.11b market cap, or US$14.5m).お知らせ • Mar 27itsumo.inc. to Report Fiscal Year 2025 Results on May 14, 2025itsumo.inc. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥6.58 (vs JP¥30.25 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.58 (down from JP¥30.25 in 3Q 2024). Revenue: JP¥3.64b (down 2.7% from 3Q 2024). Net income: JP¥39.0m (down 78% from 3Q 2024). Profit margin: 1.1% (down from 4.7% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.New Risk • Jan 12New 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 Market cap is less than US$100m (JP¥2.48b market cap, or US$15.7m).お知らせ • Dec 05itsumo.inc. to Report Q3, 2025 Results on Feb 13, 2025itsumo.inc. announced that they will report Q3, 2025 results on Feb 13, 2025New Risk • Nov 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.3% Last year net profit margin: 2.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (JP¥2.65b market cap, or US$17.7m).お知らせ • Sep 04itsumo.inc. to Report Q2, 2025 Results on Nov 13, 2024itsumo.inc. announced that they will report Q2, 2025 results on Nov 13, 2024Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥8.51 loss per share (vs JP¥6.71 profit in 1Q 2024)First quarter 2025 results: JP¥8.51 loss per share (down from JP¥6.71 profit in 1Q 2024). Revenue: JP¥3.37b (up 10% from 1Q 2024). Net loss: JP¥50.0m (down 228% from profit in 1Q 2024).分析記事 • Aug 07itsumo.inc (TSE:7694) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥418, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 86% over the past three years.お知らせ • Jun 29itsumo.inc. to Report Q1, 2025 Results on Aug 13, 2024itsumo.inc. announced that they will report Q1, 2025 results on Aug 13, 2024分析記事 • May 22Investors Shouldn't Be Too Comfortable With itsumo.inc's (TSE:7694) EarningsInvestors were disappointed with itsumo.inc.'s ( TSE:7694 ) earnings, despite the strong profit numbers. We think that...Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥44.18 (vs JP¥38.06 loss in FY 2023)Full year 2024 results: EPS: JP¥44.18 (up from JP¥38.06 loss in FY 2023). Revenue: JP¥13.9b (up 13% from FY 2023). Net income: JP¥258.0m (up JP¥477.0m from FY 2023). Profit margin: 1.9% (up from net loss in FY 2023). The move to profitability was driven by higher revenue.お知らせ • May 16itsumo.inc., Annual General Meeting, Jun 26, 2024itsumo.inc., Annual General Meeting, Jun 26, 2024.New Risk • Mar 11New 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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥4.02b market cap, or US$27.4m).お知らせ • Mar 10itsumo.inc. to Report Fiscal Year 2024 Results on May 14, 2024itsumo.inc. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥30.25 (vs JP¥18.74 in 3Q 2023)Third quarter 2024 results: EPS: JP¥30.25 (up from JP¥18.74 in 3Q 2023). Revenue: JP¥3.74b (up 13% from 3Q 2023). Net income: JP¥177.0m (up 64% from 3Q 2023). Profit margin: 4.7% (up from 3.3% in 3Q 2023). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥676, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 83% over the past three years.お知らせ • Dec 01itsumo.inc. to Report Q3, 2024 Results on Feb 14, 2024itsumo.inc. announced that they will report Q3, 2024 results on Feb 14, 2024New Risk • Nov 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (39% accrual ratio). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥5.71b market cap, or US$38.5m).New Risk • Oct 23New 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 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥5.27b market cap, or US$35.1m).お知らせ • Sep 02itsumo.inc. to Report Q2, 2024 Results on Nov 14, 2023itsumo.inc. announced that they will report Q2, 2024 results on Nov 14, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥6.71 (vs JP¥3.34 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.71 (up from JP¥3.34 in 1Q 2023). Revenue: JP¥3.06b (down 6.2% from 1Q 2023). Net income: JP¥39.0m (up 105% from 1Q 2023). Profit margin: 1.3% (up from 0.6% in 1Q 2023).お知らせ • Jun 09itsumo.inc. to Report Q1, 2024 Results on Aug 10, 2023itsumo.inc. announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 14itsumo.inc., Annual General Meeting, Jun 28, 2023itsumo.inc., Annual General Meeting, Jun 28, 2023.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥864, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 27% over the past year.Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥820, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 42% over the past year.お知らせ • Dec 09itsumo.inc. to Report Q3, 2023 Results on Feb 14, 2023itsumo.inc. announced that they will report Q3, 2023 results on Feb 14, 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. 6 non-independent directors. CFO, GM of Management Division & Director Michiyuki Sugiura was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 02itsumo.inc. to Report Q2, 2023 Results on Nov 11, 2022itsumo.inc. announced that they will report Q2, 2023 results on Nov 11, 2022Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥751, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 68% over the past year.お知らせ • Jun 23itsumo.inc. to Report Q1, 2023 Results on Aug 12, 2022itsumo.inc. announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥746, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 13x in the Media industry in Japan. Total loss to shareholders of 79% over the past year.お知らせ • May 15itsumo.inc., Annual General Meeting, Jun 28, 2022itsumo.inc., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less 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. 4 non-independent directors. CFO, GM of Management Division & Director Michiyuki Sugiura was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08itsumo.inc. to Report Fiscal Year 2022 Results on May 13, 2022itsumo.inc. announced that they will report fiscal year 2022 results on May 13, 2022お知らせ • Feb 22Itsumo.Inc. Provides Earnings Guidance for the Year 2022itsumo.inc. provided earnings guidance for the year 2022. For the period, the company's Gross Sales will be JPY 11,448 million. Gross Profit will be JPY 2,898 million. Operating Income will be JPY 569 million. Net Income will be JPY 386 million.お知らせ • Mar 04itsumo.inc. to Report Fiscal Year 2021 Results on May 14, 2021itsumo.inc. announced that they will report fiscal year 2021 results on May 14, 2021お知らせ • Dec 30itsumo.inc. to Report Q3, 2021 Results on Feb 12, 2021itsumo.inc. announced that they will report Q3, 2021 results on Feb 12, 2021お知らせ • Dec 23itsumo.inc. has completed an IPO in the amount of ¥2.156 billion.itsumo.inc. has completed an IPO in the amount of ¥2.156 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,400,000 Price\Range: ¥1540 Discount Per Security: ¥123.2 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、itsumo.inc は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:7694 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202617,878157-1,721-1,554N/A12/31/202516,748-33N/AN/AN/A9/30/202514,896-88-572-388N/A6/30/202513,852-136N/AN/AN/A3/31/202513,940-98-13665N/A12/31/202413,981-90N/AN/AN/A9/30/202414,08248-243126N/A6/30/202414,179169N/AN/AN/A3/31/202413,861258-900-609N/A12/31/202313,565394N/AN/AN/A9/30/202313,131325-675-634N/A6/30/202312,790-79N/AN/AN/A3/31/202312,310-219-353-344N/A12/31/202212,095-318N/AN/AN/A3/31/202211,652361364399N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7694の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7694の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 7694の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 7694の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 7694の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7694の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 22:14終値2026/05/26 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itsumo.inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Michihiro AshiyaMizuho Securities Co., Ltd.
お知らせ • Feb 22Itsumo.Inc. Provides Earnings Guidance for the Year 2022itsumo.inc. provided earnings guidance for the year 2022. For the period, the company's Gross Sales will be JPY 11,448 million. Gross Profit will be JPY 2,898 million. Operating Income will be JPY 569 million. Net Income will be JPY 386 million.
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¥561, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 38% over the past three years.
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥26.44 (vs JP¥16.59 loss in FY 2025)Full year 2026 results: EPS: JP¥26.44 (up from JP¥16.59 loss in FY 2025). Revenue: JP¥17.9b (up 28% from FY 2025). Net income: JP¥157.0m (up JP¥255.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
New Risk • May 15New 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 7.6% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 27% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (JP¥3.47b market cap, or US$21.9m).
お知らせ • May 14itsumo.inc., Annual General Meeting, Jun 25, 2026itsumo.inc., Annual General Meeting, Jun 25, 2026.
お知らせ • May 10itsumo.inc. to Report Fiscal Year 2026 Results on May 14, 2026itsumo.inc. announced that they will report fiscal year 2026 results on May 14, 2026
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥15.82 (vs JP¥6.58 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.82 (up from JP¥6.58 in 3Q 2025). Revenue: JP¥5.49b (up 51% from 3Q 2025). Net income: JP¥94.0m (up 141% from 3Q 2025). Profit margin: 1.7% (up from 1.1% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
分析記事 • Jan 04Market Might Still Lack Some Conviction On itsumo.inc. (TSE:7694) Even After 33% Share Price BoostThose holding itsumo.inc. ( TSE:7694 ) shares would be relieved that the share price has rebounded 33% in the last...
分析記事 • Dec 26Returns On Capital Signal Tricky Times Ahead For itsumo.inc (TSE:7694)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
New Risk • Dec 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 26% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.91b market cap, or US$25.0m).
分析記事 • Nov 20Investors Give itsumo.inc. (TSE:7694) Shares A 28% HidingThe itsumo.inc. ( TSE:7694 ) share price has fared very poorly over the last month, falling by a substantial 28...
Reported Earnings • Nov 20Second quarter 2026 earnings released: JP¥2.19 loss per share (vs JP¥10.34 loss in 2Q 2025)Second quarter 2026 results: JP¥2.19 loss per share (improved from JP¥10.34 loss in 2Q 2025). Revenue: JP¥4.25b (up 33% from 2Q 2025). Net loss: JP¥13.0m (loss narrowed 79% from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.
分析記事 • Nov 18Is itsumo.inc (TSE:7694) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Sep 30itsumo.inc. to Report Q2, 2026 Results on Nov 14, 2025itsumo.inc. announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 16First quarter 2026 earnings released: JP¥14.84 loss per share (vs JP¥8.51 loss in 1Q 2025)First quarter 2026 results: JP¥14.84 loss per share (further deteriorated from JP¥8.51 loss in 1Q 2025). Revenue: JP¥3.29b (down 2.6% from 1Q 2025). Net loss: JP¥88.0m (loss widened 76% from 1Q 2025).
分析記事 • Jul 03itsumo.inc. (TSE:7694) Surges 35% Yet Its Low P/S Is No Reason For Excitementitsumo.inc. ( TSE:7694 ) shares have continued their recent momentum with a 35% gain in the last month alone. Looking...
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. 4 experienced directors. 2 highly experienced directors. Independent Outside Director Shoji Okada 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.
分析記事 • Jun 30itsumo.inc (TSE:7694) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jun 25itsumo.inc. to Report Q1, 2026 Results on Aug 14, 2025itsumo.inc. announced that they will report Q1, 2026 results on Aug 14, 2025
Reported Earnings • May 20Full year 2025 earnings released: JP¥16.59 loss per share (vs JP¥44.18 profit in FY 2024)Full year 2025 results: JP¥16.59 loss per share (down from JP¥44.18 profit in FY 2024). Revenue: JP¥13.9b (flat on FY 2024). Net loss: JP¥98.0m (down 138% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.
お知らせ • May 14itsumo.inc., Annual General Meeting, Jun 26, 2025itsumo.inc., Annual General Meeting, Jun 26, 2025.
分析記事 • May 02itsumo.inc. (TSE:7694) Shares Fly 35% But Investors Aren't Buying For Growthitsumo.inc. ( TSE:7694 ) shares have had a really impressive month, gaining 35% after a shaky period beforehand...
分析記事 • Apr 07Capital Allocation Trends At itsumo.inc (TSE:7694) Aren't IdealThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
New Risk • Apr 04New 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 5.3% 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥2.11b market cap, or US$14.5m).
お知らせ • Mar 27itsumo.inc. to Report Fiscal Year 2025 Results on May 14, 2025itsumo.inc. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥6.58 (vs JP¥30.25 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.58 (down from JP¥30.25 in 3Q 2024). Revenue: JP¥3.64b (down 2.7% from 3Q 2024). Net income: JP¥39.0m (down 78% from 3Q 2024). Profit margin: 1.1% (down from 4.7% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
New Risk • Jan 12New 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 Market cap is less than US$100m (JP¥2.48b market cap, or US$15.7m).
お知らせ • Dec 05itsumo.inc. to Report Q3, 2025 Results on Feb 13, 2025itsumo.inc. announced that they will report Q3, 2025 results on Feb 13, 2025
New Risk • Nov 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.3% Last year net profit margin: 2.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (JP¥2.65b market cap, or US$17.7m).
お知らせ • Sep 04itsumo.inc. to Report Q2, 2025 Results on Nov 13, 2024itsumo.inc. announced that they will report Q2, 2025 results on Nov 13, 2024
Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥8.51 loss per share (vs JP¥6.71 profit in 1Q 2024)First quarter 2025 results: JP¥8.51 loss per share (down from JP¥6.71 profit in 1Q 2024). Revenue: JP¥3.37b (up 10% from 1Q 2024). Net loss: JP¥50.0m (down 228% from profit in 1Q 2024).
分析記事 • Aug 07itsumo.inc (TSE:7694) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥418, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 86% over the past three years.
お知らせ • Jun 29itsumo.inc. to Report Q1, 2025 Results on Aug 13, 2024itsumo.inc. announced that they will report Q1, 2025 results on Aug 13, 2024
分析記事 • May 22Investors Shouldn't Be Too Comfortable With itsumo.inc's (TSE:7694) EarningsInvestors were disappointed with itsumo.inc.'s ( TSE:7694 ) earnings, despite the strong profit numbers. We think that...
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥44.18 (vs JP¥38.06 loss in FY 2023)Full year 2024 results: EPS: JP¥44.18 (up from JP¥38.06 loss in FY 2023). Revenue: JP¥13.9b (up 13% from FY 2023). Net income: JP¥258.0m (up JP¥477.0m from FY 2023). Profit margin: 1.9% (up from net loss in FY 2023). The move to profitability was driven by higher revenue.
お知らせ • May 16itsumo.inc., Annual General Meeting, Jun 26, 2024itsumo.inc., Annual General Meeting, Jun 26, 2024.
New Risk • Mar 11New 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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥4.02b market cap, or US$27.4m).
お知らせ • Mar 10itsumo.inc. to Report Fiscal Year 2024 Results on May 14, 2024itsumo.inc. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥30.25 (vs JP¥18.74 in 3Q 2023)Third quarter 2024 results: EPS: JP¥30.25 (up from JP¥18.74 in 3Q 2023). Revenue: JP¥3.74b (up 13% from 3Q 2023). Net income: JP¥177.0m (up 64% from 3Q 2023). Profit margin: 4.7% (up from 3.3% in 3Q 2023). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥676, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 83% over the past three years.
お知らせ • Dec 01itsumo.inc. to Report Q3, 2024 Results on Feb 14, 2024itsumo.inc. announced that they will report Q3, 2024 results on Feb 14, 2024
New Risk • Nov 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (39% accrual ratio). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥5.71b market cap, or US$38.5m).
New Risk • Oct 23New 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 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥5.27b market cap, or US$35.1m).
お知らせ • Sep 02itsumo.inc. to Report Q2, 2024 Results on Nov 14, 2023itsumo.inc. announced that they will report Q2, 2024 results on Nov 14, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥6.71 (vs JP¥3.34 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.71 (up from JP¥3.34 in 1Q 2023). Revenue: JP¥3.06b (down 6.2% from 1Q 2023). Net income: JP¥39.0m (up 105% from 1Q 2023). Profit margin: 1.3% (up from 0.6% in 1Q 2023).
お知らせ • Jun 09itsumo.inc. to Report Q1, 2024 Results on Aug 10, 2023itsumo.inc. announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 14itsumo.inc., Annual General Meeting, Jun 28, 2023itsumo.inc., Annual General Meeting, Jun 28, 2023.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥864, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 27% over the past year.
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥820, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 42% over the past year.
お知らせ • Dec 09itsumo.inc. to Report Q3, 2023 Results on Feb 14, 2023itsumo.inc. announced that they will report Q3, 2023 results on Feb 14, 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. 6 non-independent directors. CFO, GM of Management Division & Director Michiyuki Sugiura was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 02itsumo.inc. to Report Q2, 2023 Results on Nov 11, 2022itsumo.inc. announced that they will report Q2, 2023 results on Nov 11, 2022
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥751, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 68% over the past year.
お知らせ • Jun 23itsumo.inc. to Report Q1, 2023 Results on Aug 12, 2022itsumo.inc. announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥746, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 13x in the Media industry in Japan. Total loss to shareholders of 79% over the past year.
お知らせ • May 15itsumo.inc., Annual General Meeting, Jun 28, 2022itsumo.inc., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less 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. 4 non-independent directors. CFO, GM of Management Division & Director Michiyuki Sugiura was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08itsumo.inc. to Report Fiscal Year 2022 Results on May 13, 2022itsumo.inc. announced that they will report fiscal year 2022 results on May 13, 2022
お知らせ • Feb 22Itsumo.Inc. Provides Earnings Guidance for the Year 2022itsumo.inc. provided earnings guidance for the year 2022. For the period, the company's Gross Sales will be JPY 11,448 million. Gross Profit will be JPY 2,898 million. Operating Income will be JPY 569 million. Net Income will be JPY 386 million.
お知らせ • Mar 04itsumo.inc. to Report Fiscal Year 2021 Results on May 14, 2021itsumo.inc. announced that they will report fiscal year 2021 results on May 14, 2021
お知らせ • Dec 30itsumo.inc. to Report Q3, 2021 Results on Feb 12, 2021itsumo.inc. announced that they will report Q3, 2021 results on Feb 12, 2021
お知らせ • Dec 23itsumo.inc. has completed an IPO in the amount of ¥2.156 billion.itsumo.inc. has completed an IPO in the amount of ¥2.156 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,400,000 Price\Range: ¥1540 Discount Per Security: ¥123.2