View ValuationBushiroad 将来の成長Future 基準チェック /16Bushiroadの収益は年間8%で減少すると予測されていますが、年間収益は年間8.8%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に12% 8%なると予測されています。主要情報-8.0%収益成長率-7.95%EPS成長率Entertainment 収益成長6.0%収益成長率8.8%将来の株主資本利益率12.05%アナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報Major Estimate Revision • Dec 10Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥57.3b to JP¥58.6b. EPS estimate increased from JP¥23.60 to JP¥32.10 per share. Net income forecast to shrink 16% next year vs 7.5% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥600 unchanged from last update. Share price was steady at JP¥298 over the past week.Price Target Changed • May 24Price target increased by 20% to JP¥1,200Up from JP¥1,000, the current price target is provided by 1 analyst. New target price is 82% above last closing price of JP¥658. Stock is up 108% over the past year. The company is forecast to post earnings per share of JP¥37.70 for next year compared to JP¥11.37 last year.Major Estimate Revision • Feb 22Consensus EPS estimates increase by 106%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥51.6b to JP¥52.2b. EPS estimate increased from JP¥18.50 to JP¥38.10 per share. Net income forecast to grow 28% next year vs 15% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥950 to JP¥1,000. Share price rose 18% to JP¥539 over the past week.Major Estimate Revision • Aug 31Consensus EPS estimates increase by 71%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥49.1b to JP¥51.1b. EPS estimate increased from JP¥10.00 to JP¥17.10 per share. Net income forecast to grow 49% next year vs 23% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥900 to JP¥950. Share price rose 6.3% to JP¥371 over the past week.Price Target Changed • Jun 06Price target decreased by 18% to JP¥900Down from JP¥1,100, the current price target is provided by 1 analyst. New target price is 171% above last closing price of JP¥332. Stock is down 60% over the past year. The company is forecast to post earnings per share of JP¥8.60 for next year compared to JP¥29.12 last year.Major Estimate Revision • Jun 06Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥47.8b to JP¥45.0b. EPS estimate also fell from JP¥14.10 per share to JP¥8.60 per share. Net income forecast to shrink 14% next year vs 5.8% growth forecast for Entertainment industry in Japan . Consensus price target down from JP¥1,100 to JP¥900. Share price was steady at JP¥332 over the past week.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • 17hInvestor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥308, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Entertainment industry in Japan. Total loss to shareholders of 14% over the past three years.お知らせ • Jun 30Bushiroad Inc. (TSE:7803) announces an Equity Buyback for 8,000,000 shares, representing 5.89% for ¥2,000 million.Bushiroad Inc. (TSE:7803) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 5.89% of its total shares outstanding (excluding treasury shares), for a total of ¥2,000 million. The purpose of the repurchase program is improvement of shareholder value. The repurchase program is valid till December 31, 2026. As of June 30, 2026, the company has 135,888,166 shares outstanding (excluding treasury shares) and has 1,592,934 shares in treasury.お知らせ • Jun 28Bushiroad Inc. to Report Fiscal Year 2026 Results on Aug 13, 2026Bushiroad Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on Aug 13, 2026Upcoming Dividend • Jun 22Upcoming dividend of JP¥2.50 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 28 September 2026. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (2.2%).Reported Earnings • May 16Third quarter 2026 earnings released: EPS: JP¥7.51 (vs JP¥3.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.51 (up from JP¥3.31 in 3Q 2025). Revenue: JP¥14.5b (up 6.4% from 3Q 2025). Net income: JP¥1.02b (up 126% from 3Q 2025). Profit margin: 7.0% (up from 3.3% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Declared Dividend • Feb 16Dividend of JP¥2.50 announcedShareholders will receive a dividend of JP¥2.50. Ex-date: 29th June 2026 Payment date: 28th September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.お知らせ • Dec 27Bushiroad Inc. to Report Q2, 2026 Results on Feb 13, 2026Bushiroad Inc. announced that they will report Q2, 2026 results on Feb 13, 2026Major Estimate Revision • Dec 10Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥57.3b to JP¥58.6b. EPS estimate increased from JP¥23.60 to JP¥32.10 per share. Net income forecast to shrink 16% next year vs 7.5% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥600 unchanged from last update. Share price was steady at JP¥298 over the past week.Reported Earnings • Nov 18First quarter 2026 earnings released: EPS: JP¥24.53 (vs JP¥0.42 in 1Q 2025)First quarter 2026 results: EPS: JP¥24.53 (up from JP¥0.42 in 1Q 2025). Revenue: JP¥13.8b (up 12% from 1Q 2025). Net income: JP¥1.66b (up JP¥1.60b from 1Q 2025). Profit margin: 12% (up from 0.5% in 1Q 2025). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Nov 17These 4 Measures Indicate That Bushiroad (TSE:7803) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Nov 17Bushiroad Inc.'s (TSE:7803) 25% Share Price Surge Not Quite Adding UpBushiroad Inc. ( TSE:7803 ) shareholders would be excited to see that the share price has had a great month, posting a...New Risk • Nov 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥368, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 4.3% over the past three years.お知らせ • Sep 23Bushiroad Inc. to Report Q1, 2026 Results on Nov 14, 2025Bushiroad Inc. announced that they will report Q1, 2026 results on Nov 14, 2025お知らせ • Sep 17Bushiroad Inc. (TSE:7803) agreed to acquire an additional 21.6% stake in YUHODO Inc.Bushiroad Inc. (TSE:7803) agreed to acquire an additional 21.6% stake in YUHODO Inc. on September 16, 2025. Upon completion, Bushiroad Inc. will own 38.3% stake in YUHODO Inc. Before completion, Bushiroad Inc. owns 16.7% stake in YUHODO Inc. After completion, Bushiroad Inc. will own 38.3% stake in YUHODO Inc.分析記事 • Aug 24Bushiroad's (TSE:7803) Strong Earnings Are Of Good QualityEven though Bushiroad Inc.'s ( TSE:7803 ) recent earnings release was robust, the market didn't seem to notice. Our...Reported Earnings • Aug 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥49.70 (up from JP¥11.37 in FY 2024). Revenue: JP¥56.2b (up 21% from FY 2024). Net income: JP¥3.42b (up 325% from FY 2024). Profit margin: 6.1% (up from 1.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Aug 14Bushiroad Inc., Annual General Meeting, Sep 25, 2025Bushiroad Inc., Annual General Meeting, Sep 25, 2025.お知らせ • Jun 26Bushiroad Inc. to Report Fiscal Year 2025 Results on Aug 14, 2025Bushiroad Inc. announced that they will report fiscal year 2025 results on Aug 14, 2025Upcoming Dividend • Jun 20Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.1%).分析記事 • Jun 15Does Bushiroad (TSE:7803) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 28Why Investors Shouldn't Be Surprised By Bushiroad Inc.'s (TSE:7803) 26% Share Price SurgeBushiroad Inc. ( TSE:7803 ) shareholders have had their patience rewarded with a 26% share price jump in the last...Price Target Changed • May 24Price target increased by 20% to JP¥1,200Up from JP¥1,000, the current price target is provided by 1 analyst. New target price is 82% above last closing price of JP¥658. Stock is up 108% over the past year. The company is forecast to post earnings per share of JP¥37.70 for next year compared to JP¥11.37 last year.Reported Earnings • May 20Third quarter 2025 earnings released: EPS: JP¥6.61 (vs JP¥0.54 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.61 (up from JP¥0.54 loss in 3Q 2024). Revenue: JP¥13.6b (up 27% from 3Q 2024). Net income: JP¥452.0m (up JP¥490.0m from 3Q 2024). Profit margin: 3.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.分析記事 • May 16Does Bushiroad (TSE:7803) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥637, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Entertainment industry in Japan. Total loss to shareholders of 10% over the past three years.Buy Or Sell Opportunity • May 08Now 21% undervaluedOver the last 90 days, the stock has risen 20% to JP¥536. The fair value is estimated to be JP¥675, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last year. Earnings per share has grown by 67%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.Buy Or Sell Opportunity • Apr 21Now 21% undervaluedOver the last 90 days, the stock has risen 35% to JP¥553. The fair value is estimated to be JP¥696, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last year. Earnings per share has grown by 67%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥446, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Entertainment industry in Japan. Total loss to shareholders of 39% over the past three years.New Risk • Apr 03New 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 7.5% 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.Buy Or Sell Opportunity • Mar 30Now 20% undervaluedOver the last 90 days, the stock has risen 46% to JP¥597. The fair value is estimated to be JP¥747, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last year. Earnings per share has grown by 67%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.お知らせ • Mar 26Bushiroad Inc. to Report Q3, 2025 Results on May 15, 2025Bushiroad Inc. announced that they will report Q3, 2025 results on May 15, 2025Major Estimate Revision • Feb 22Consensus EPS estimates increase by 106%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥51.6b to JP¥52.2b. EPS estimate increased from JP¥18.50 to JP¥38.10 per share. Net income forecast to grow 28% next year vs 15% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥950 to JP¥1,000. Share price rose 18% to JP¥539 over the past week.分析記事 • Feb 21Bushiroad's (TSE:7803) Earnings Are Weaker Than They SeemBushiroad Inc. ( TSE:7803 ) just reported some strong earnings, and the market reacted accordingly with a healthy...Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥536, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Entertainment industry in Japan. Total loss to shareholders of 5.5% over the past three years.Declared Dividend • Feb 17Dividend of JP¥4.50 announcedDividend of JP¥4.50 is the same as last year. Ex-date: 27th June 2025 Payment date: 29th September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.8%.Reported Earnings • Feb 16Second quarter 2025 earnings released: EPS: JP¥17.45 (vs JP¥4.04 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥17.45 (up from JP¥4.04 loss in 2Q 2024). Revenue: JP¥13.5b (up 28% from 2Q 2024). Net income: JP¥1.18b (up JP¥1.47b from 2Q 2024). Profit margin: 8.8% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Entertainment industry in Japan.分析記事 • Jan 28Here's Why Bushiroad (TSE:7803) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jan 03Bushiroad Inc. to Report Q2, 2025 Results on Feb 14, 2025Bushiroad Inc. announced that they will report Q2, 2025 results on Feb 14, 2025Board Change • Nov 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Kazuhiko Torishima was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥389, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Entertainment industry in Japan. Total loss to shareholders of 62% over the past three years.お知らせ • Sep 26+ 1 more updateBushiroad Inc. to Report Q1, 2025 Results on Nov 14, 2024Bushiroad Inc. announced that they will report Q1, 2025 results on Nov 14, 2024Major Estimate Revision • Aug 31Consensus EPS estimates increase by 71%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥49.1b to JP¥51.1b. EPS estimate increased from JP¥10.00 to JP¥17.10 per share. Net income forecast to grow 49% next year vs 23% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥900 to JP¥950. Share price rose 6.3% to JP¥371 over the past week.Reported Earnings • Aug 18Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥11.37 (down from JP¥29.12 in FY 2023). Revenue: JP¥46.3b (down 5.2% from FY 2023). Net income: JP¥804.0m (down 61% from FY 2023). Profit margin: 1.7% (down from 4.2% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 16% per year.お知らせ • Aug 13Bushiroad Inc., Annual General Meeting, Sep 26, 2024Bushiroad Inc., Annual General Meeting, Sep 26, 2024.New Risk • Aug 06New 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 9.1% 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 (9.1% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).分析記事 • Aug 05Some Confidence Is Lacking In Bushiroad Inc. (TSE:7803) As Shares Slide 26%Bushiroad Inc. ( TSE:7803 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥286, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 44% over the past three years.Buy Or Sell Opportunity • Jul 01Now 47% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥378. The fair value is estimated to be JP¥717, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.分析記事 • Jun 19Bushiroad (TSE:7803) Will Pay A Dividend Of ¥4.50The board of Bushiroad Inc. ( TSE:7803 ) has announced that it will pay a dividend on the 27th of September, with...Buy Or Sell Opportunity • Jun 18Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥376. The fair value is estimated to be JP¥471, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.Price Target Changed • Jun 06Price target decreased by 18% to JP¥900Down from JP¥1,100, the current price target is provided by 1 analyst. New target price is 171% above last closing price of JP¥332. Stock is down 60% over the past year. The company is forecast to post earnings per share of JP¥8.60 for next year compared to JP¥29.12 last year.Major Estimate Revision • Jun 06Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥47.8b to JP¥45.0b. EPS estimate also fell from JP¥14.10 per share to JP¥8.60 per share. Net income forecast to shrink 14% next year vs 5.8% growth forecast for Entertainment industry in Japan . Consensus price target down from JP¥1,100 to JP¥900. Share price was steady at JP¥332 over the past week.分析記事 • May 22Bushiroad's (TSE:7803) Dividend Will Be ¥4.50Bushiroad Inc. ( TSE:7803 ) will pay a dividend of ¥4.50 on the 27th of September. Including this payment, the dividend...Reported Earnings • May 18Third quarter 2024 earnings released: JP¥0.54 loss per share (vs JP¥5.88 profit in 3Q 2023)Third quarter 2024 results: JP¥0.54 loss per share (down from JP¥5.88 profit in 3Q 2023). Revenue: JP¥10.7b (down 3.1% from 3Q 2023). Net loss: JP¥38.0m (down 109% from profit in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.分析記事 • Apr 24Bushiroad (TSE:7803) Is Due To Pay A Dividend Of ¥4.50Bushiroad Inc. ( TSE:7803 ) has announced that it will pay a dividend of ¥4.50 per share on the 27th of September. This...お知らせ • Feb 29Bushiroad Inc. to Report Q3, 2024 Results on May 14, 2024Bushiroad Inc. announced that they will report Q3, 2024 results on May 14, 2024分析記事 • Feb 27Bushiroad (TSE:7803) Has Announced A Dividend Of ¥4.50Bushiroad Inc.'s ( TSE:7803 ) investors are due to receive a payment of ¥4.50 per share on 27th of September. This...Declared Dividend • Feb 16Dividend of JP¥4.50 announcedDividend of JP¥4.50 is the same as last year. Ex-date: 27th June 2024 Payment date: 27th September 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 171% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 14Second quarter 2024 earnings released: JP¥4.04 loss per share (vs JP¥2.64 profit in 2Q 2023)Second quarter 2024 results: JP¥4.04 loss per share (down from JP¥2.64 profit in 2Q 2023). Revenue: JP¥10.6b (down 10% from 2Q 2023). Net loss: JP¥286.0m (down 254% from profit in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥370, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 50% over the past three years.お知らせ • Dec 24Bushiroad Inc. to Report Q2, 2024 Results on Feb 13, 2024Bushiroad Inc. announced that they will report Q2, 2024 results on Feb 13, 2024Reported Earnings • Nov 18First quarter 2024 earnings released: EPS: JP¥4.19 (vs JP¥9.14 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.19 (down from JP¥9.14 in 1Q 2023). Revenue: JP¥11.6b (down 6.1% from 1Q 2023). Net income: JP¥299.0m (down 54% from 1Q 2023). Profit margin: 2.6% (down from 5.2% in 1Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.New Risk • Oct 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.2% 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 (9.2% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.2% net profit margin). Shareholders have been diluted in the past year (5.2% increase in shares outstanding).Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥560, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 32% over the past three years.お知らせ • Sep 27+ 1 more updateBushiroad Inc. to Report Q1, 2024 Results on Nov 14, 2023Bushiroad Inc. announced that they will report Q1, 2024 results on Nov 14, 2023お知らせ • Aug 16Bushiroad Inc., Annual General Meeting, Sep 26, 2023Bushiroad Inc., Annual General Meeting, Sep 26, 2023.New Risk • Aug 16New 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: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.2% net profit margin). Shareholders have been diluted in the past year (9.9% increase in shares outstanding).Reported Earnings • Aug 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥29.12 (down from JP¥54.81 in FY 2022). Revenue: JP¥48.8b (up 16% from FY 2022). Net income: JP¥2.05b (down 42% from FY 2022). Profit margin: 4.2% (down from 8.4% in FY 2022). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥559, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 9.7% over the past three years.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥771, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 8.8% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of JP¥4.00 per share at 0.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).Reported Earnings • May 18Third quarter 2023 earnings released: EPS: JP¥5.88 (vs JP¥22.87 in 3Q 2022)Third quarter 2023 results: EPS: JP¥5.88 (down from JP¥22.87 in 3Q 2022). Revenue: JP¥11.1b (down 14% from 3Q 2022). Net income: JP¥414.0m (down 72% from 3Q 2022). Profit margin: 3.7% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥818, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥881 per share.Reported Earnings • Feb 19Second quarter 2023 earnings released: EPS: JP¥2.64 (vs JP¥22.87 in 2Q 2022)Second quarter 2023 results: EPS: JP¥2.64 (down from JP¥22.87 in 2Q 2022). Revenue: JP¥11.8b (down 9.2% from 2Q 2022). Net income: JP¥186.0m (down 87% from 2Q 2022). Profit margin: 1.6% (down from 11% in 2Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 15+ 1 more updateBushiroad Inc. Provides Fourth Quarter Dividend Guidance for the Fiscal Year Ending June 30, 2023Bushiroad Inc. provided fourth quarter dividend guidance for the fiscal year ending June 30, 2023. For the period, the company expects to pay dividend of JPY 4.00 per share.お知らせ • Jan 13Bushiroad Inc. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2023Bushiroad Inc. provided consolidated earnings guidance for the year ending June 30, 2023. For the year, the company expected net sales of JPY 50,000 million, operating profit of JPY 3,500 million, net profit attributable to owners of parent of JPY 2,300 million and net profit per share of JPY 32.71.お知らせ • Dec 24Bushiroad Inc. to Report Q2, 2023 Results on Feb 14, 2023Bushiroad Inc. announced that they will report Q2, 2023 results on Feb 14, 2023Reported Earnings • Nov 18First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: JP¥18.29. Net income: JP¥643.0m (up JP¥643.0m from 1Q 2022). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Entertainment industry in Japan.Price Target Changed • Nov 16Price target increased to JP¥1,275Up from JP¥1,100, the current price target is an average from 2 analysts. New target price is 55% above last closing price of JP¥822. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥35.35 for next year compared to JP¥54.81 last year.お知らせ • Nov 15+ 1 more updateBushiroad Inc. Provides Dividend Guidance for the Fiscal Year Ending June 30, 2023Bushiroad Inc. provided dividend guidance for the fiscal year ending June 30, 2023. For the year, the company expects to pay dividend of JPY 4.00 per share against JPY 9.00 per share paid for the same period a year ago.Buying Opportunity • Nov 09Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥1,085, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 3.6% per annum over the same time period.お知らせ • Sep 24Bushiroad Inc. to Report Q1, 2023 Results on Nov 14, 2022Bushiroad Inc. announced that they will report Q1, 2023 results on Nov 14, 2022Major Estimate Revision • Sep 03Consensus revenue estimates increase by 17%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥42.9b to JP¥50.1b. EPS estimate increased from JP¥72.33 to JP¥75.72 per share. Net income forecast to shrink 31% next year vs 4.2% growth forecast for Entertainment industry in Japan . Consensus price target up from JP¥2,200 to JP¥2,500. Share price rose 3.7% to JP¥1,692 over the past week.Reported Earnings • Aug 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥110 (up from JP¥5.47 loss in FY 2021). Revenue: JP¥42.0b (up 19% from FY 2021). Net income: JP¥3.51b (up JP¥3.69b from FY 2021). Profit margin: 8.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Over the next year, revenue is forecast to grow 2.3%, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.お知らせ • Aug 14Bushiroad Inc., Annual General Meeting, Sep 27, 2022Bushiroad Inc., Annual General Meeting, Sep 27, 2022.お知らせ • Aug 13+ 1 more updateBushiroad Inc. Provides Earnings Guidance for the Year Ending June 30, 2023Bushiroad Inc. provided earnings guidance for the year ending June 30, 2023. For the year, the company expects net sales of JPY 50,000 million, Operating profit of JPY 3,500 and Profit attributable to owners of parent of JPY 2,300 million or profit per share of JPY 70.97.お知らせ • May 18Bushiroad Inc. Provides Earnings Guidance for the Fiscal Year 2022Bushiroad Inc. provided earnings guidance for the fiscal year 2022. For the year, the company expected to pay net sales of JPY 40,000 million, operating profit of JPY 2,500 million, ordinary profit of JPY 4,100 per share, profit attributable to owners of parent of JPY 2,350 million or JPY 73.47 per share.Price Target Changed • Apr 27Price target increased to JP¥3,500Up from JP¥1,750, the current price target is provided by 1 analyst. New target price is 126% above last closing price of JP¥1,550. Stock is up 8.0% over the past year. The company is forecast to post earnings per share of JP¥76.00 next year compared to a net loss per share of JP¥5.47 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Daisuke Okeda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Bushiroad Inc. to Report Q3, 2022 Results on May 13, 2022Bushiroad Inc. announced that they will report Q3, 2022 results on May 13, 2022Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 40%. The fair value is estimated to be JP¥1,580, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% per annum over the last 3 years. The company became loss making over the last year.お知らせ • Dec 15Bushiroad Inc. Provides Consolidated Earnings Forecast for Fiscal Year Ending June 30, 2022Bushiroad Inc. provided consolidated earnings forecast for fiscal year ending June 30, 2022. The company expects net sales to be JPY 38,700 million, operating profit to be JPY 2,200 million, net profit attributable to owners of parent to be JPY 2,200 million and profit per share to be JPY 68.27.Price Target Changed • Aug 19Price target decreased to JP¥3,500Down from JP¥4,000, the current price target is an average from 2 analysts. New target price is 42% above last closing price of JP¥2,457. Stock is down 7.9% over the past year.業績と収益の成長予測TSE:7803 - 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6/30/202870,7004,200N/AN/A16/30/202763,0003,800N/AN/A16/30/202657,4004,100N/AN/A13/31/202659,1605,321N/AN/AN/A12/31/202558,2834,7535,4886,117N/A9/30/202557,6685,022N/AN/AN/A6/30/202556,1753,4185,3095,818N/A3/31/202552,7752,523N/AN/AN/A12/31/202449,8542,0336823N/A9/30/202446,951564N/AN/AN/A6/30/202446,262804-1,132-362N/A3/31/202446,501782N/AN/AN/A12/31/202346,8481,2344281,667N/A9/30/202348,0431,706N/AN/AN/A6/30/202348,7992,0504931,981N/A3/31/202348,0992,718N/AN/AN/A12/31/202246,4822,5002,4383,228N/A9/30/202243,8223,015N/AN/AN/A6/30/202241,9663,5084,7846,868N/A6/30/202135,161-177-1,908-1,524N/A4/30/202134,930160N/AN/AN/A1/31/202133,59782-1,349-868N/A10/31/202033,665755N/AN/AN/A7/31/202033,0001,551358736N/A4/30/202033,8771,579N/AN/AN/A7/31/201932,1751,799N/A2,165N/A7/31/201828,8891,637N/AN/AN/A7/31/201722,759-22N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7803の収益は今後 3 年間で減少すると予測されています (年間-8% )。収益対市場: 7803の収益は今後 3 年間で減少すると予測されています (年間-8% )。高成長収益: 7803の収益は今後 3 年間で減少すると予測されています。収益対市場: 7803の収益 ( 8.8% ) JP市場 ( 6.4% ) よりも速いペースで成長すると予測されています。高い収益成長: 7803の収益 ( 8.8% ) 20%よりも低い成長が予測されています。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: 7803の 自己資本利益率 は、3年後には低くなると予測されています ( 12 %)。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2026/07/03 01:06終値2026/07/03 00:00収益2026/03/31年間収益2025/06/30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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Bushiroad 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Hiroyuki TeradaHaitong International Research LimitedYasuyoshi MimuraIchiyoshi Research Institute Inc.
Major Estimate Revision • Dec 10Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥57.3b to JP¥58.6b. EPS estimate increased from JP¥23.60 to JP¥32.10 per share. Net income forecast to shrink 16% next year vs 7.5% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥600 unchanged from last update. Share price was steady at JP¥298 over the past week.
Price Target Changed • May 24Price target increased by 20% to JP¥1,200Up from JP¥1,000, the current price target is provided by 1 analyst. New target price is 82% above last closing price of JP¥658. Stock is up 108% over the past year. The company is forecast to post earnings per share of JP¥37.70 for next year compared to JP¥11.37 last year.
Major Estimate Revision • Feb 22Consensus EPS estimates increase by 106%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥51.6b to JP¥52.2b. EPS estimate increased from JP¥18.50 to JP¥38.10 per share. Net income forecast to grow 28% next year vs 15% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥950 to JP¥1,000. Share price rose 18% to JP¥539 over the past week.
Major Estimate Revision • Aug 31Consensus EPS estimates increase by 71%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥49.1b to JP¥51.1b. EPS estimate increased from JP¥10.00 to JP¥17.10 per share. Net income forecast to grow 49% next year vs 23% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥900 to JP¥950. Share price rose 6.3% to JP¥371 over the past week.
Price Target Changed • Jun 06Price target decreased by 18% to JP¥900Down from JP¥1,100, the current price target is provided by 1 analyst. New target price is 171% above last closing price of JP¥332. Stock is down 60% over the past year. The company is forecast to post earnings per share of JP¥8.60 for next year compared to JP¥29.12 last year.
Major Estimate Revision • Jun 06Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥47.8b to JP¥45.0b. EPS estimate also fell from JP¥14.10 per share to JP¥8.60 per share. Net income forecast to shrink 14% next year vs 5.8% growth forecast for Entertainment industry in Japan . Consensus price target down from JP¥1,100 to JP¥900. Share price was steady at JP¥332 over the past week.
Valuation Update With 7 Day Price Move • 17hInvestor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥308, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Entertainment industry in Japan. Total loss to shareholders of 14% over the past three years.
お知らせ • Jun 30Bushiroad Inc. (TSE:7803) announces an Equity Buyback for 8,000,000 shares, representing 5.89% for ¥2,000 million.Bushiroad Inc. (TSE:7803) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 5.89% of its total shares outstanding (excluding treasury shares), for a total of ¥2,000 million. The purpose of the repurchase program is improvement of shareholder value. The repurchase program is valid till December 31, 2026. As of June 30, 2026, the company has 135,888,166 shares outstanding (excluding treasury shares) and has 1,592,934 shares in treasury.
お知らせ • Jun 28Bushiroad Inc. to Report Fiscal Year 2026 Results on Aug 13, 2026Bushiroad Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on Aug 13, 2026
Upcoming Dividend • Jun 22Upcoming dividend of JP¥2.50 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 28 September 2026. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (2.2%).
Reported Earnings • May 16Third quarter 2026 earnings released: EPS: JP¥7.51 (vs JP¥3.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.51 (up from JP¥3.31 in 3Q 2025). Revenue: JP¥14.5b (up 6.4% from 3Q 2025). Net income: JP¥1.02b (up 126% from 3Q 2025). Profit margin: 7.0% (up from 3.3% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Declared Dividend • Feb 16Dividend of JP¥2.50 announcedShareholders will receive a dividend of JP¥2.50. Ex-date: 29th June 2026 Payment date: 28th September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 3%.
お知らせ • Dec 27Bushiroad Inc. to Report Q2, 2026 Results on Feb 13, 2026Bushiroad Inc. announced that they will report Q2, 2026 results on Feb 13, 2026
Major Estimate Revision • Dec 10Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥57.3b to JP¥58.6b. EPS estimate increased from JP¥23.60 to JP¥32.10 per share. Net income forecast to shrink 16% next year vs 7.5% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥600 unchanged from last update. Share price was steady at JP¥298 over the past week.
Reported Earnings • Nov 18First quarter 2026 earnings released: EPS: JP¥24.53 (vs JP¥0.42 in 1Q 2025)First quarter 2026 results: EPS: JP¥24.53 (up from JP¥0.42 in 1Q 2025). Revenue: JP¥13.8b (up 12% from 1Q 2025). Net income: JP¥1.66b (up JP¥1.60b from 1Q 2025). Profit margin: 12% (up from 0.5% in 1Q 2025). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Nov 17These 4 Measures Indicate That Bushiroad (TSE:7803) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Nov 17Bushiroad Inc.'s (TSE:7803) 25% Share Price Surge Not Quite Adding UpBushiroad Inc. ( TSE:7803 ) shareholders would be excited to see that the share price has had a great month, posting a...
New Risk • Nov 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥368, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 4.3% over the past three years.
お知らせ • Sep 23Bushiroad Inc. to Report Q1, 2026 Results on Nov 14, 2025Bushiroad Inc. announced that they will report Q1, 2026 results on Nov 14, 2025
お知らせ • Sep 17Bushiroad Inc. (TSE:7803) agreed to acquire an additional 21.6% stake in YUHODO Inc.Bushiroad Inc. (TSE:7803) agreed to acquire an additional 21.6% stake in YUHODO Inc. on September 16, 2025. Upon completion, Bushiroad Inc. will own 38.3% stake in YUHODO Inc. Before completion, Bushiroad Inc. owns 16.7% stake in YUHODO Inc. After completion, Bushiroad Inc. will own 38.3% stake in YUHODO Inc.
分析記事 • Aug 24Bushiroad's (TSE:7803) Strong Earnings Are Of Good QualityEven though Bushiroad Inc.'s ( TSE:7803 ) recent earnings release was robust, the market didn't seem to notice. Our...
Reported Earnings • Aug 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥49.70 (up from JP¥11.37 in FY 2024). Revenue: JP¥56.2b (up 21% from FY 2024). Net income: JP¥3.42b (up 325% from FY 2024). Profit margin: 6.1% (up from 1.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 14Bushiroad Inc., Annual General Meeting, Sep 25, 2025Bushiroad Inc., Annual General Meeting, Sep 25, 2025.
お知らせ • Jun 26Bushiroad Inc. to Report Fiscal Year 2025 Results on Aug 14, 2025Bushiroad Inc. announced that they will report fiscal year 2025 results on Aug 14, 2025
Upcoming Dividend • Jun 20Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.1%).
分析記事 • Jun 15Does Bushiroad (TSE:7803) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 28Why Investors Shouldn't Be Surprised By Bushiroad Inc.'s (TSE:7803) 26% Share Price SurgeBushiroad Inc. ( TSE:7803 ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Price Target Changed • May 24Price target increased by 20% to JP¥1,200Up from JP¥1,000, the current price target is provided by 1 analyst. New target price is 82% above last closing price of JP¥658. Stock is up 108% over the past year. The company is forecast to post earnings per share of JP¥37.70 for next year compared to JP¥11.37 last year.
Reported Earnings • May 20Third quarter 2025 earnings released: EPS: JP¥6.61 (vs JP¥0.54 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.61 (up from JP¥0.54 loss in 3Q 2024). Revenue: JP¥13.6b (up 27% from 3Q 2024). Net income: JP¥452.0m (up JP¥490.0m from 3Q 2024). Profit margin: 3.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
分析記事 • May 16Does Bushiroad (TSE:7803) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥637, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Entertainment industry in Japan. Total loss to shareholders of 10% over the past three years.
Buy Or Sell Opportunity • May 08Now 21% undervaluedOver the last 90 days, the stock has risen 20% to JP¥536. The fair value is estimated to be JP¥675, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last year. Earnings per share has grown by 67%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
Buy Or Sell Opportunity • Apr 21Now 21% undervaluedOver the last 90 days, the stock has risen 35% to JP¥553. The fair value is estimated to be JP¥696, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last year. Earnings per share has grown by 67%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥446, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Entertainment industry in Japan. Total loss to shareholders of 39% over the past three years.
New Risk • Apr 03New 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 7.5% 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.
Buy Or Sell Opportunity • Mar 30Now 20% undervaluedOver the last 90 days, the stock has risen 46% to JP¥597. The fair value is estimated to be JP¥747, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last year. Earnings per share has grown by 67%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
お知らせ • Mar 26Bushiroad Inc. to Report Q3, 2025 Results on May 15, 2025Bushiroad Inc. announced that they will report Q3, 2025 results on May 15, 2025
Major Estimate Revision • Feb 22Consensus EPS estimates increase by 106%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥51.6b to JP¥52.2b. EPS estimate increased from JP¥18.50 to JP¥38.10 per share. Net income forecast to grow 28% next year vs 15% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥950 to JP¥1,000. Share price rose 18% to JP¥539 over the past week.
分析記事 • Feb 21Bushiroad's (TSE:7803) Earnings Are Weaker Than They SeemBushiroad Inc. ( TSE:7803 ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥536, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Entertainment industry in Japan. Total loss to shareholders of 5.5% over the past three years.
Declared Dividend • Feb 17Dividend of JP¥4.50 announcedDividend of JP¥4.50 is the same as last year. Ex-date: 27th June 2025 Payment date: 29th September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.8%.
Reported Earnings • Feb 16Second quarter 2025 earnings released: EPS: JP¥17.45 (vs JP¥4.04 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥17.45 (up from JP¥4.04 loss in 2Q 2024). Revenue: JP¥13.5b (up 28% from 2Q 2024). Net income: JP¥1.18b (up JP¥1.47b from 2Q 2024). Profit margin: 8.8% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Entertainment industry in Japan.
分析記事 • Jan 28Here's Why Bushiroad (TSE:7803) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jan 03Bushiroad Inc. to Report Q2, 2025 Results on Feb 14, 2025Bushiroad Inc. announced that they will report Q2, 2025 results on Feb 14, 2025
Board Change • Nov 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Kazuhiko Torishima was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥389, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Entertainment industry in Japan. Total loss to shareholders of 62% over the past three years.
お知らせ • Sep 26+ 1 more updateBushiroad Inc. to Report Q1, 2025 Results on Nov 14, 2024Bushiroad Inc. announced that they will report Q1, 2025 results on Nov 14, 2024
Major Estimate Revision • Aug 31Consensus EPS estimates increase by 71%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥49.1b to JP¥51.1b. EPS estimate increased from JP¥10.00 to JP¥17.10 per share. Net income forecast to grow 49% next year vs 23% growth forecast for Entertainment industry in Japan. Consensus price target up from JP¥900 to JP¥950. Share price rose 6.3% to JP¥371 over the past week.
Reported Earnings • Aug 18Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥11.37 (down from JP¥29.12 in FY 2023). Revenue: JP¥46.3b (down 5.2% from FY 2023). Net income: JP¥804.0m (down 61% from FY 2023). Profit margin: 1.7% (down from 4.2% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 16% per year.
お知らせ • Aug 13Bushiroad Inc., Annual General Meeting, Sep 26, 2024Bushiroad Inc., Annual General Meeting, Sep 26, 2024.
New Risk • Aug 06New 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 9.1% 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 (9.1% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).
分析記事 • Aug 05Some Confidence Is Lacking In Bushiroad Inc. (TSE:7803) As Shares Slide 26%Bushiroad Inc. ( TSE:7803 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥286, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 44% over the past three years.
Buy Or Sell Opportunity • Jul 01Now 47% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥378. The fair value is estimated to be JP¥717, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
分析記事 • Jun 19Bushiroad (TSE:7803) Will Pay A Dividend Of ¥4.50The board of Bushiroad Inc. ( TSE:7803 ) has announced that it will pay a dividend on the 27th of September, with...
Buy Or Sell Opportunity • Jun 18Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥376. The fair value is estimated to be JP¥471, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
Price Target Changed • Jun 06Price target decreased by 18% to JP¥900Down from JP¥1,100, the current price target is provided by 1 analyst. New target price is 171% above last closing price of JP¥332. Stock is down 60% over the past year. The company is forecast to post earnings per share of JP¥8.60 for next year compared to JP¥29.12 last year.
Major Estimate Revision • Jun 06Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥47.8b to JP¥45.0b. EPS estimate also fell from JP¥14.10 per share to JP¥8.60 per share. Net income forecast to shrink 14% next year vs 5.8% growth forecast for Entertainment industry in Japan . Consensus price target down from JP¥1,100 to JP¥900. Share price was steady at JP¥332 over the past week.
分析記事 • May 22Bushiroad's (TSE:7803) Dividend Will Be ¥4.50Bushiroad Inc. ( TSE:7803 ) will pay a dividend of ¥4.50 on the 27th of September. Including this payment, the dividend...
Reported Earnings • May 18Third quarter 2024 earnings released: JP¥0.54 loss per share (vs JP¥5.88 profit in 3Q 2023)Third quarter 2024 results: JP¥0.54 loss per share (down from JP¥5.88 profit in 3Q 2023). Revenue: JP¥10.7b (down 3.1% from 3Q 2023). Net loss: JP¥38.0m (down 109% from profit in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
分析記事 • Apr 24Bushiroad (TSE:7803) Is Due To Pay A Dividend Of ¥4.50Bushiroad Inc. ( TSE:7803 ) has announced that it will pay a dividend of ¥4.50 per share on the 27th of September. This...
お知らせ • Feb 29Bushiroad Inc. to Report Q3, 2024 Results on May 14, 2024Bushiroad Inc. announced that they will report Q3, 2024 results on May 14, 2024
分析記事 • Feb 27Bushiroad (TSE:7803) Has Announced A Dividend Of ¥4.50Bushiroad Inc.'s ( TSE:7803 ) investors are due to receive a payment of ¥4.50 per share on 27th of September. This...
Declared Dividend • Feb 16Dividend of JP¥4.50 announcedDividend of JP¥4.50 is the same as last year. Ex-date: 27th June 2024 Payment date: 27th September 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 171% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 14Second quarter 2024 earnings released: JP¥4.04 loss per share (vs JP¥2.64 profit in 2Q 2023)Second quarter 2024 results: JP¥4.04 loss per share (down from JP¥2.64 profit in 2Q 2023). Revenue: JP¥10.6b (down 10% from 2Q 2023). Net loss: JP¥286.0m (down 254% from profit in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥370, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 50% over the past three years.
お知らせ • Dec 24Bushiroad Inc. to Report Q2, 2024 Results on Feb 13, 2024Bushiroad Inc. announced that they will report Q2, 2024 results on Feb 13, 2024
Reported Earnings • Nov 18First quarter 2024 earnings released: EPS: JP¥4.19 (vs JP¥9.14 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.19 (down from JP¥9.14 in 1Q 2023). Revenue: JP¥11.6b (down 6.1% from 1Q 2023). Net income: JP¥299.0m (down 54% from 1Q 2023). Profit margin: 2.6% (down from 5.2% in 1Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
New Risk • Oct 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.2% 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 (9.2% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.2% net profit margin). Shareholders have been diluted in the past year (5.2% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥560, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 32% over the past three years.
お知らせ • Sep 27+ 1 more updateBushiroad Inc. to Report Q1, 2024 Results on Nov 14, 2023Bushiroad Inc. announced that they will report Q1, 2024 results on Nov 14, 2023
お知らせ • Aug 16Bushiroad Inc., Annual General Meeting, Sep 26, 2023Bushiroad Inc., Annual General Meeting, Sep 26, 2023.
New Risk • Aug 16New 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: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.2% net profit margin). Shareholders have been diluted in the past year (9.9% increase in shares outstanding).
Reported Earnings • Aug 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥29.12 (down from JP¥54.81 in FY 2022). Revenue: JP¥48.8b (up 16% from FY 2022). Net income: JP¥2.05b (down 42% from FY 2022). Profit margin: 4.2% (down from 8.4% in FY 2022). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥559, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 9.7% over the past three years.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥771, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 8.8% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥4.00 per share at 0.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
Reported Earnings • May 18Third quarter 2023 earnings released: EPS: JP¥5.88 (vs JP¥22.87 in 3Q 2022)Third quarter 2023 results: EPS: JP¥5.88 (down from JP¥22.87 in 3Q 2022). Revenue: JP¥11.1b (down 14% from 3Q 2022). Net income: JP¥414.0m (down 72% from 3Q 2022). Profit margin: 3.7% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥818, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥881 per share.
Reported Earnings • Feb 19Second quarter 2023 earnings released: EPS: JP¥2.64 (vs JP¥22.87 in 2Q 2022)Second quarter 2023 results: EPS: JP¥2.64 (down from JP¥22.87 in 2Q 2022). Revenue: JP¥11.8b (down 9.2% from 2Q 2022). Net income: JP¥186.0m (down 87% from 2Q 2022). Profit margin: 1.6% (down from 11% in 2Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 15+ 1 more updateBushiroad Inc. Provides Fourth Quarter Dividend Guidance for the Fiscal Year Ending June 30, 2023Bushiroad Inc. provided fourth quarter dividend guidance for the fiscal year ending June 30, 2023. For the period, the company expects to pay dividend of JPY 4.00 per share.
お知らせ • Jan 13Bushiroad Inc. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2023Bushiroad Inc. provided consolidated earnings guidance for the year ending June 30, 2023. For the year, the company expected net sales of JPY 50,000 million, operating profit of JPY 3,500 million, net profit attributable to owners of parent of JPY 2,300 million and net profit per share of JPY 32.71.
お知らせ • Dec 24Bushiroad Inc. to Report Q2, 2023 Results on Feb 14, 2023Bushiroad Inc. announced that they will report Q2, 2023 results on Feb 14, 2023
Reported Earnings • Nov 18First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: JP¥18.29. Net income: JP¥643.0m (up JP¥643.0m from 1Q 2022). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Entertainment industry in Japan.
Price Target Changed • Nov 16Price target increased to JP¥1,275Up from JP¥1,100, the current price target is an average from 2 analysts. New target price is 55% above last closing price of JP¥822. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥35.35 for next year compared to JP¥54.81 last year.
お知らせ • Nov 15+ 1 more updateBushiroad Inc. Provides Dividend Guidance for the Fiscal Year Ending June 30, 2023Bushiroad Inc. provided dividend guidance for the fiscal year ending June 30, 2023. For the year, the company expects to pay dividend of JPY 4.00 per share against JPY 9.00 per share paid for the same period a year ago.
Buying Opportunity • Nov 09Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥1,085, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 3.6% per annum over the same time period.
お知らせ • Sep 24Bushiroad Inc. to Report Q1, 2023 Results on Nov 14, 2022Bushiroad Inc. announced that they will report Q1, 2023 results on Nov 14, 2022
Major Estimate Revision • Sep 03Consensus revenue estimates increase by 17%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥42.9b to JP¥50.1b. EPS estimate increased from JP¥72.33 to JP¥75.72 per share. Net income forecast to shrink 31% next year vs 4.2% growth forecast for Entertainment industry in Japan . Consensus price target up from JP¥2,200 to JP¥2,500. Share price rose 3.7% to JP¥1,692 over the past week.
Reported Earnings • Aug 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥110 (up from JP¥5.47 loss in FY 2021). Revenue: JP¥42.0b (up 19% from FY 2021). Net income: JP¥3.51b (up JP¥3.69b from FY 2021). Profit margin: 8.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Over the next year, revenue is forecast to grow 2.3%, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Aug 14Bushiroad Inc., Annual General Meeting, Sep 27, 2022Bushiroad Inc., Annual General Meeting, Sep 27, 2022.
お知らせ • Aug 13+ 1 more updateBushiroad Inc. Provides Earnings Guidance for the Year Ending June 30, 2023Bushiroad Inc. provided earnings guidance for the year ending June 30, 2023. For the year, the company expects net sales of JPY 50,000 million, Operating profit of JPY 3,500 and Profit attributable to owners of parent of JPY 2,300 million or profit per share of JPY 70.97.
お知らせ • May 18Bushiroad Inc. Provides Earnings Guidance for the Fiscal Year 2022Bushiroad Inc. provided earnings guidance for the fiscal year 2022. For the year, the company expected to pay net sales of JPY 40,000 million, operating profit of JPY 2,500 million, ordinary profit of JPY 4,100 per share, profit attributable to owners of parent of JPY 2,350 million or JPY 73.47 per share.
Price Target Changed • Apr 27Price target increased to JP¥3,500Up from JP¥1,750, the current price target is provided by 1 analyst. New target price is 126% above last closing price of JP¥1,550. Stock is up 8.0% over the past year. The company is forecast to post earnings per share of JP¥76.00 next year compared to a net loss per share of JP¥5.47 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Daisuke Okeda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Bushiroad Inc. to Report Q3, 2022 Results on May 13, 2022Bushiroad Inc. announced that they will report Q3, 2022 results on May 13, 2022
Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 40%. The fair value is estimated to be JP¥1,580, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% per annum over the last 3 years. The company became loss making over the last year.
お知らせ • Dec 15Bushiroad Inc. Provides Consolidated Earnings Forecast for Fiscal Year Ending June 30, 2022Bushiroad Inc. provided consolidated earnings forecast for fiscal year ending June 30, 2022. The company expects net sales to be JPY 38,700 million, operating profit to be JPY 2,200 million, net profit attributable to owners of parent to be JPY 2,200 million and profit per share to be JPY 68.27.
Price Target Changed • Aug 19Price target decreased to JP¥3,500Down from JP¥4,000, the current price target is an average from 2 analysts. New target price is 42% above last closing price of JP¥2,457. Stock is down 7.9% over the past year.