View ValuationMarvelous 将来の成長Future 基準チェック /26Marvelousの収益は年間1.3%で減少すると予測されていますが、年間利益は年間9.5%で増加すると予想されています。EPS は年間9.5%で増加すると予想されています。主要情報9.5%収益成長率9.50%EPS成長率Entertainment 収益成長6.6%収益成長率-1.3%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日18 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥21.6b to JP¥24.1b. EPS estimate unchanged from JP¥44.70 at last update. Entertainment industry in Japan expected to see average net income growth of 4.3% next year. Consensus price target of JP¥1,640 unchanged from last update. Share price was steady at JP¥674 over the past week.Price Target Changed • Apr 27Price target decreased to JP¥1,640Down from JP¥1,900, the current price target is an average from 2 analysts. New target price is 117% above last closing price of JP¥755. Stock is down 9.1% over the past year. The company is forecast to post earnings per share of JP¥53.95 for next year compared to JP¥55.64 last year.Price Target Changed • Mar 15Price target decreased to JP¥1,640Down from JP¥1,900, the current price target is an average from 2 analysts. New target price is 127% above last closing price of JP¥722. Stock is down 18% over the past year. The company is forecast to post earnings per share of JP¥56.60 for next year compared to JP¥55.64 last year.すべての更新を表示Recent updatesReported Earnings • May 20Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥32.92 (up from JP¥13.50 in FY 2025). Revenue: JP¥38.0b (up 36% from FY 2025). Net income: JP¥1.99b (up 144% from FY 2025). Profit margin: 5.2% (up from 2.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is expected to decline by 1.3% p.a. on average during the next 2 years, while revenues in the Entertainment industry in Japan are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.お知らせ • May 15Marvelous Inc., Annual General Meeting, Jun 23, 2026Marvelous Inc., Annual General Meeting, Jun 23, 2026.お知らせ • May 10Marvelous Inc. to Report Fiscal Year 2026 Results on May 15, 2026Marvelous Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥22.52 (vs JP¥15.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.52 (up from JP¥15.70 in 3Q 2025). Revenue: JP¥8.84b (up 13% from 3Q 2025). Net income: JP¥1.36b (up 43% from 3Q 2025). Profit margin: 15% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Dec 19Marvelous Inc. to Report Q3, 2026 Results on Jan 30, 2026Marvelous Inc. announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Nov 15Shareholders Will Be Pleased With The Quality of Marvelous' (TSE:7844) EarningsEven though Marvelous Inc. ( TSE:7844 ) posted strong earnings, investors appeared to be underwhelmed. We did some...Declared Dividend • Nov 03Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 159% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥1.19 (vs JP¥1.98 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.19 (up from JP¥1.98 loss in 2Q 2025). Revenue: JP¥11.5b (up 63% from 2Q 2025). Net income: JP¥72.0m (up JP¥192.0m from 2Q 2025). Profit margin: 0.6% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.お知らせ • Sep 21Marvelous Inc. to Report Q2, 2026 Results on Oct 31, 2025Marvelous Inc. announced that they will report Q2, 2026 results on Oct 31, 2025Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥1.85 (vs JP¥3.27 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.85 (down from JP¥3.27 in 1Q 2025). Revenue: JP¥8.74b (up 51% from 1Q 2025). Net income: JP¥112.0m (down 43% from 1Q 2025). Profit margin: 1.3% (down from 3.4% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 34% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 34% per year over the past 5 years. High level of non-cash earnings (27% accrual ratio).Reported Earnings • Jun 27Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥13.50 (up from JP¥8.54 loss in FY 2024). Revenue: JP¥28.0b (down 5.2% from FY 2024). Net income: JP¥818.0m (up JP¥1.34b from FY 2024). Profit margin: 2.9% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 9.3%. Revenue is forecast to grow 8.4% 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, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.お知らせ • Jun 25Marvelous Inc. to Report Q1, 2026 Results on Jul 31, 2025Marvelous Inc. announced that they will report Q1, 2026 results on Jul 31, 2025New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 34% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 34% per year over the past 5 years. High level of non-cash earnings (27% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.分析記事 • May 16Marvelous' (TSE:7844) Solid Earnings May Rest On Weak FoundationsMarvelous Inc. ( TSE:7844 ) just released a solid earnings report, and the stock displayed some strength. Despite this...Reported Earnings • May 11Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥13.50 (up from JP¥8.54 loss in FY 2024). Revenue: JP¥28.0b (down 5.2% from FY 2024). Net income: JP¥818.0m (up JP¥1.34b from FY 2024). Profit margin: 2.9% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 9.3%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • May 09Marvelous Inc., Annual General Meeting, Jun 23, 2025Marvelous Inc., Annual General Meeting, Jun 23, 2025.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% 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 Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).分析記事 • Mar 26Marvelous' (TSE:7844) Dividend Will Be Reduced To ¥10.00Marvelous Inc. ( TSE:7844 ) is reducing its dividend from last year's comparable payment to ¥10.00 on the 9th of June...お知らせ • Mar 26Marvelous Inc. to Report Fiscal Year 2025 Results on May 09, 2025Marvelous Inc. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 6.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).分析記事 • Feb 04Marvelous (TSE:7844) Has Announced That Its Dividend Will Be Reduced To ¥10.00The board of Marvelous Inc. ( TSE:7844 ) has announced that the dividend on 9th of June will be reduced by 70% from...Declared Dividend • Feb 03Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥15.70 (vs JP¥1.06 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.70 (up from JP¥1.06 in 3Q 2024). Revenue: JP¥7.84b (up 1.1% from 3Q 2024). Net income: JP¥951.0m (up JP¥887.0m from 3Q 2024). Profit margin: 12% (up from 0.8% in 3Q 2024). Revenue is forecast to grow 7.6% 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, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Jan 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to JP¥600. The fair value is estimated to be JP¥499, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Dec 21Marvelous Inc. to Report Q3, 2025 Results on Jan 31, 2025Marvelous Inc. announced that they will report Q3, 2025 results on Jan 31, 2025お知らせ • Sep 26Marvelous Inc. to Report Q2, 2025 Results on Oct 31, 2024Marvelous Inc. announced that they will report Q2, 2025 results on Oct 31, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥3.27 (vs JP¥10.07 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.27 (down from JP¥10.07 in 1Q 2024). Revenue: JP¥5.81b (down 16% from 1Q 2024). Net income: JP¥198.0m (down 68% from 1Q 2024). Profit margin: 3.4% (down from 8.8% in 1Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Jun 28Marvelous Inc. to Report Q1, 2025 Results on Jul 31, 2024Marvelous Inc. announced that they will report Q1, 2025 results on Jul 31, 2024Reported Earnings • Jun 26Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥8.54 loss per share (down from JP¥31.85 profit in FY 2023). Revenue: JP¥29.5b (up 16% from FY 2023). Net loss: JP¥517.0m (down 127% from profit in FY 2023). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • May 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥8.54 loss per share (down from JP¥31.85 profit in FY 2023). Revenue: JP¥29.5b (up 16% from FY 2023). Net loss: JP¥517.0m (down 127% from profit in FY 2023). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.New Risk • May 13New major risk - Revenue and earnings growthEarnings have declined by 4.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 290% Paying a dividend despite having no free cash flows. Earnings have declined by 4.7% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.4% net profit margin).お知らせ • May 12Marvelous Inc., Annual General Meeting, Jun 21, 2024Marvelous Inc., Annual General Meeting, Jun 21, 2024.分析記事 • Mar 22Marvelous (TSE:7844) Is Paying Out A Dividend Of ¥33.00Marvelous Inc. ( TSE:7844 ) has announced that it will pay a dividend of ¥33.00 per share on the 6th of June. This...お知らせ • Mar 21Marvelous Inc. to Report Fiscal Year 2024 Results on May 10, 2024Marvelous Inc. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 06 June 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).分析記事 • Feb 27Marvelous (TSE:7844) Will Pay A Dividend Of ¥33.00The board of Marvelous Inc. ( TSE:7844 ) has announced that it will pay a dividend of ¥33.00 per share on the 6th of...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥1.06 (vs JP¥12.49 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.06 (down from JP¥12.49 in 3Q 2023). Revenue: JP¥7.76b (up 13% from 3Q 2023). Net income: JP¥64.0m (down 92% from 3Q 2023). Profit margin: 0.8% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Dec 24Marvelous Inc. to Report Q3, 2024 Results on Jan 31, 2024Marvelous Inc. announced that they will report Q3, 2024 results on Jan 31, 2024Board Change • Nov 11High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent External Director Hideki Okamura was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥8.28 (vs JP¥14.95 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.28 (down from JP¥14.95 in 2Q 2023). Revenue: JP¥7.12b (up 14% from 2Q 2023). Net income: JP¥501.0m (down 45% from 2Q 2023). Profit margin: 7.0% (down from 14% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% 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 • Sep 22Marvelous Inc. to Report Q2, 2024 Results on Oct 31, 2023Marvelous Inc. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥10.07 (vs JP¥12.45 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.07 (down from JP¥12.45 in 1Q 2023). Revenue: JP¥6.88b (up 29% from 1Q 2023). Net income: JP¥609.0m (down 19% from 1Q 2023). Profit margin: 8.8% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.3% p.a. on average during the next 2 years, while revenues in the Entertainment industry in Japan are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Jun 23Marvelous Inc. to Report Q1, 2024 Results on Jul 31, 2023Marvelous Inc. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • Jun 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥31.85 (down from JP¥63.22 in FY 2022). Revenue: JP¥25.3b (down 1.5% from FY 2022). Net income: JP¥1.93b (down 50% from FY 2022). Profit margin: 7.6% (down from 15% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to stay flat during the next 2 years compared to a 2.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 14Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥31.85 (down from JP¥63.22 in FY 2022). Revenue: JP¥25.3b (down 1.5% from FY 2022). Net income: JP¥1.93b (down 50% from FY 2022). Profit margin: 7.6% (down from 15% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to stay flat during the next 2 years compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.お知らせ • May 13Marvelous Inc., Annual General Meeting, Jun 20, 2023Marvelous Inc., Annual General Meeting, Jun 20, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per share at 4.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥12.49 (vs JP¥14.21 in 3Q 2022)Third quarter 2023 results: EPS: JP¥12.49 (down from JP¥14.21 in 3Q 2022). Revenue: JP¥6.87b (up 12% from 3Q 2022). Net income: JP¥755.0m (down 12% from 3Q 2022). Profit margin: 11% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.5% 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 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 26Marvelous Inc. to Report Q3, 2023 Results on Jan 31, 2023Marvelous Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥14.95 (vs JP¥16.65 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.95 (down from JP¥16.65 in 2Q 2022). Revenue: JP¥6.23b (down 2.2% from 2Q 2022). Net income: JP¥903.0m (down 10% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Sep 24Marvelous Inc. to Report Q2, 2023 Results on Oct 31, 2022Marvelous Inc. announced that they will report Q2, 2023 results on Oct 31, 2022Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥21.6b to JP¥24.1b. EPS estimate unchanged from JP¥44.70 at last update. Entertainment industry in Japan expected to see average net income growth of 4.3% next year. Consensus price target of JP¥1,640 unchanged from last update. Share price was steady at JP¥674 over the past week.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥12.45 (vs JP¥17.79 in 1Q 2022)First quarter 2023 results: EPS: JP¥12.45 (down from JP¥17.79 in 1Q 2022). Revenue: JP¥5.32b (down 18% from 1Q 2022). Net income: JP¥752.0m (down 30% from 1Q 2022). Profit margin: 14% (down from 17% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 7.8% compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Jul 31High number of new directorsDirector Shinichi Terui was the last director to join the board, commencing their role in 2022.お知らせ • Jun 25Marvelous Inc. to Report Q1, 2023 Results on Jul 29, 2022Marvelous Inc. announced that they will report Q1, 2023 results on Jul 29, 2022Reported Earnings • Jun 24Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥63.22 (up from JP¥55.64 in FY 2021). Revenue: JP¥25.7b (flat on FY 2021). Net income: JP¥3.82b (up 17% from FY 2021). Profit margin: 15% (up from 13% in FY 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is expected to shrink by 16% compared to a 10% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • May 17Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥63.22 (up from JP¥55.64 in FY 2021). Revenue: JP¥25.7b (flat on FY 2021). Net income: JP¥3.82b (up 17% from FY 2021). Profit margin: 15% (up from 13% in FY 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to stay flat compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 14Marvelous Inc., Annual General Meeting, Jun 21, 2022Marvelous Inc., Annual General Meeting, Jun 21, 2022.Price Target Changed • Apr 27Price target decreased to JP¥1,640Down from JP¥1,900, the current price target is an average from 2 analysts. New target price is 117% above last closing price of JP¥755. Stock is down 9.1% over the past year. The company is forecast to post earnings per share of JP¥53.95 for next year compared to JP¥55.64 last year.お知らせ • Apr 08Marvelous Inc. to Report Fiscal Year 2022 Results on May 12, 2022Marvelous Inc. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.9%).Price Target Changed • Mar 15Price target decreased to JP¥1,640Down from JP¥1,900, the current price target is an average from 2 analysts. New target price is 127% above last closing price of JP¥722. Stock is down 18% over the past year. The company is forecast to post earnings per share of JP¥56.60 for next year compared to JP¥55.64 last year.Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥14.21 (down from JP¥19.61 in 3Q 2021). Revenue: JP¥6.12b (down 22% from 3Q 2021). Net income: JP¥858.0m (down 28% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Over the next year, revenue is forecast to stay flat compared to a 5.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥16.65 (vs JP¥9.39 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.37b (up 34% from 2Q 2021). Net income: JP¥1.01b (up 77% from 2Q 2021). Profit margin: 16% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.お知らせ • Aug 28entalize co., ltd. agreed to acquire Delfisound Inc. from Marvelous Inc. (TSE:7844) for approximately ¥230 million.entalize co., ltd. agreed to acquire Delfisound Inc. from Marvelous Inc. (TSE:7844) for approximately ¥230 million on August 27, 2021. entalize is acquiring 10,500 shares of Delfisound for ¥225 million. For the fiscal year ending March 2021, Delfisound reported net worth of approximately ¥207 million, total assets of approximately ¥260 million, sales of approximately ¥430 million, operating income of ¥8.7 million and net income of ¥4.5 million. After the acquisition of the shares, Poletowin Pitcrew Holdings, Inc., the ultimate parent of entalize co., ltd., plan to dispatch two directors from its subsidiary. The transaction is expected to close on August 31, 2021. Common stock advisory expenses of Delfisound is approximately ¥5.625 million.Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥17.79 (vs JP¥11.06 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.47b (up 39% from 1Q 2021). Net income: JP¥1.07b (up 81% from 1Q 2021). Profit margin: 17% (up from 13% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 24Full year 2021 earnings released: EPS JP¥55.64 (vs JP¥34.74 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥25.5b (flat on FY 2020). Net income: JP¥3.27b (up 82% from FY 2020). Profit margin: 13% (up from 7.1% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% 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.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥55.64 (vs JP¥34.74 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥25.5b (flat on FY 2020). Net income: JP¥3.27b (up 82% from FY 2020). Profit margin: 13% (up from 7.1% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 09 June 2021. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥19.61 (vs JP¥11.46 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.87b (up 2.1% from 3Q 2020). Net income: JP¥1.18b (up 100% from 3Q 2020). Profit margin: 15% (up from 7.7% in 3Q 2020). The increase in margin was primarily driven by lower expenses. 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 2% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 46%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Over the next year, revenue is expected to shrink by 5.1% compared to a 4.1% growth forecast for the Entertainment industry in Japan.Is New 90 Day High Low • Jan 25New 90-day high: JP¥1,002The company is up 30% from its price of JP¥770 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 14% over the same period.お知らせ • Dec 27Marvelous Inc. to Report Q3, 2021 Results on Jan 29, 2021Marvelous Inc. announced that they will report Q3, 2021 results on Jan 29, 2021お知らせ • Oct 10Marvelous Inc. to Report Q2, 2021 Results on Oct 30, 2020Marvelous Inc. announced that they will report Q2, 2021 results on Oct 30, 2020お知らせ • Sep 25+ 1 more updateMarvelous Inc. announced that it expects to receive ¥4.9670208 billion in funding from Image Frame Investment (HK) LimitedMarvelous Inc. (TSE:7844) announced that it has entered into an agreement to issue 8,623,300 common shares at a price of ¥576 per share for gross proceeds of ¥4,967,020,800 on May 25, 2020. The transaction will include participation from new investor Image Frame Investment (HK) Limited for 13.86% stake in the company. The transaction has been approved by the board of directors of the company and subject to approval of the shareholders. The securities are issued through third party allotment method. The company will bear an issuance expenses including attorney fees, advisory fees, registration fess and other fess of ¥60,000,000, bring the net proceeds to ¥4,907,020,800. The payment period for shares is from June 11, 2020 to June 19, 2020.お知らせ • Jun 29Marvelous Inc. to Report Q1, 2021 Results on Jul 31, 2020Marvelous Inc. announced that they will report Q1, 2021 results on Jul 31, 2020業績と収益の成長予測TSE:7844 - 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3/31/202837,0002,400N/A3,21713/31/202733,8002,000N/A3,71713/31/202637,9821,9949,80811,344N/A12/31/202536,3641,337N/AN/AN/A9/30/202535,3679244,6156,507N/A6/30/202530,896732N/AN/AN/A3/31/202527,963818-3,555-101N/A12/31/202428,453-662N/AN/AN/A9/30/202428,371-1,549-2,7941,717N/A6/30/202428,416-928N/AN/AN/A3/31/202429,493-517-1282,892N/A12/31/202328,689689N/AN/AN/A9/30/202327,7941,380-4971,194N/A6/30/202326,9051,782N/AN/AN/A3/31/202325,3411,925-1,065976N/A12/31/202225,1873,290N/AN/AN/A9/30/202224,4363,393-2,781-1,104N/A6/30/202224,5743,495N/AN/AN/A3/31/202225,7283,8171,7502,820N/A12/31/202127,1813,858N/AN/AN/A9/30/202128,9394,1846,1907,709N/A6/30/202127,3253,746N/AN/AN/A3/31/202125,5203,2651,9324,382N/A12/31/202024,1112,805N/AN/AN/A9/30/202023,9482,214-1831,821N/A6/30/202025,5152,047N/AN/AN/A3/31/202025,3651,7979862,233N/A12/31/201925,1301,845N/AN/AN/A9/30/201924,2992,153N/A3,605N/A6/30/201924,9993,254N/AN/AN/A3/31/201926,7773,351N/A5,994N/A12/31/201828,0944,330N/AN/AN/A9/30/201827,5914,218N/A6,096N/A6/30/201826,7653,425N/AN/AN/A3/31/201825,2913,513N/A4,506N/A12/31/201725,1413,370N/AN/AN/A9/30/201727,4024,602N/A6,193N/A6/30/201728,0064,390N/AN/AN/A3/31/201729,3874,165N/A6,701N/A12/31/201629,2273,732N/AN/AN/A9/30/201628,3722,491N/A5,364N/A6/30/201629,9782,913N/AN/AN/A3/31/201631,8203,602N/A5,986N/A12/31/201532,4622,993N/AN/AN/A9/30/201531,5013,154N/A5,753N/A6/30/201529,7282,746N/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: 7844の予測収益成長率 (年間9.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 7844の収益 ( 9.5% ) はJP市場 ( 8.9% ) よりも速いペースで成長すると予測されています。高成長収益: 7844の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 7844の収益は今後 3 年間で減少すると予想されています (年間-1.3% )。高い収益成長: 7844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-1.3% )。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: 7844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2026/05/21 08:56終値2026/05/21 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Marvelous 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。3 アナリスト機関Yasuyoshi MimuraIchiyoshi Research Institute Inc.Haruki FukuokaMarusan Securities Co. Ltd.Satoshi KuriharaTokai Tokyo Intelligence Laboratory Co., Ltd.
Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥21.6b to JP¥24.1b. EPS estimate unchanged from JP¥44.70 at last update. Entertainment industry in Japan expected to see average net income growth of 4.3% next year. Consensus price target of JP¥1,640 unchanged from last update. Share price was steady at JP¥674 over the past week.
Price Target Changed • Apr 27Price target decreased to JP¥1,640Down from JP¥1,900, the current price target is an average from 2 analysts. New target price is 117% above last closing price of JP¥755. Stock is down 9.1% over the past year. The company is forecast to post earnings per share of JP¥53.95 for next year compared to JP¥55.64 last year.
Price Target Changed • Mar 15Price target decreased to JP¥1,640Down from JP¥1,900, the current price target is an average from 2 analysts. New target price is 127% above last closing price of JP¥722. Stock is down 18% over the past year. The company is forecast to post earnings per share of JP¥56.60 for next year compared to JP¥55.64 last year.
Reported Earnings • May 20Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥32.92 (up from JP¥13.50 in FY 2025). Revenue: JP¥38.0b (up 36% from FY 2025). Net income: JP¥1.99b (up 144% from FY 2025). Profit margin: 5.2% (up from 2.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is expected to decline by 1.3% p.a. on average during the next 2 years, while revenues in the Entertainment industry in Japan are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
お知らせ • May 15Marvelous Inc., Annual General Meeting, Jun 23, 2026Marvelous Inc., Annual General Meeting, Jun 23, 2026.
お知らせ • May 10Marvelous Inc. to Report Fiscal Year 2026 Results on May 15, 2026Marvelous Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥22.52 (vs JP¥15.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.52 (up from JP¥15.70 in 3Q 2025). Revenue: JP¥8.84b (up 13% from 3Q 2025). Net income: JP¥1.36b (up 43% from 3Q 2025). Profit margin: 15% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 19Marvelous Inc. to Report Q3, 2026 Results on Jan 30, 2026Marvelous Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Nov 15Shareholders Will Be Pleased With The Quality of Marvelous' (TSE:7844) EarningsEven though Marvelous Inc. ( TSE:7844 ) posted strong earnings, investors appeared to be underwhelmed. We did some...
Declared Dividend • Nov 03Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 159% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥1.19 (vs JP¥1.98 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.19 (up from JP¥1.98 loss in 2Q 2025). Revenue: JP¥11.5b (up 63% from 2Q 2025). Net income: JP¥72.0m (up JP¥192.0m from 2Q 2025). Profit margin: 0.6% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 21Marvelous Inc. to Report Q2, 2026 Results on Oct 31, 2025Marvelous Inc. announced that they will report Q2, 2026 results on Oct 31, 2025
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥1.85 (vs JP¥3.27 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.85 (down from JP¥3.27 in 1Q 2025). Revenue: JP¥8.74b (up 51% from 1Q 2025). Net income: JP¥112.0m (down 43% from 1Q 2025). Profit margin: 1.3% (down from 3.4% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 34% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 34% per year over the past 5 years. High level of non-cash earnings (27% accrual ratio).
Reported Earnings • Jun 27Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥13.50 (up from JP¥8.54 loss in FY 2024). Revenue: JP¥28.0b (down 5.2% from FY 2024). Net income: JP¥818.0m (up JP¥1.34b from FY 2024). Profit margin: 2.9% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 9.3%. Revenue is forecast to grow 8.4% 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, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 25Marvelous Inc. to Report Q1, 2026 Results on Jul 31, 2025Marvelous Inc. announced that they will report Q1, 2026 results on Jul 31, 2025
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 34% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 34% per year over the past 5 years. High level of non-cash earnings (27% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
分析記事 • May 16Marvelous' (TSE:7844) Solid Earnings May Rest On Weak FoundationsMarvelous Inc. ( TSE:7844 ) just released a solid earnings report, and the stock displayed some strength. Despite this...
Reported Earnings • May 11Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥13.50 (up from JP¥8.54 loss in FY 2024). Revenue: JP¥28.0b (down 5.2% from FY 2024). Net income: JP¥818.0m (up JP¥1.34b from FY 2024). Profit margin: 2.9% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 9.3%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • May 09Marvelous Inc., Annual General Meeting, Jun 23, 2025Marvelous Inc., Annual General Meeting, Jun 23, 2025.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% 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 Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).
分析記事 • Mar 26Marvelous' (TSE:7844) Dividend Will Be Reduced To ¥10.00Marvelous Inc. ( TSE:7844 ) is reducing its dividend from last year's comparable payment to ¥10.00 on the 9th of June...
お知らせ • Mar 26Marvelous Inc. to Report Fiscal Year 2025 Results on May 09, 2025Marvelous Inc. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 6.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
分析記事 • Feb 04Marvelous (TSE:7844) Has Announced That Its Dividend Will Be Reduced To ¥10.00The board of Marvelous Inc. ( TSE:7844 ) has announced that the dividend on 9th of June will be reduced by 70% from...
Declared Dividend • Feb 03Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥15.70 (vs JP¥1.06 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.70 (up from JP¥1.06 in 3Q 2024). Revenue: JP¥7.84b (up 1.1% from 3Q 2024). Net income: JP¥951.0m (up JP¥887.0m from 3Q 2024). Profit margin: 12% (up from 0.8% in 3Q 2024). Revenue is forecast to grow 7.6% 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, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Jan 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to JP¥600. The fair value is estimated to be JP¥499, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Dec 21Marvelous Inc. to Report Q3, 2025 Results on Jan 31, 2025Marvelous Inc. announced that they will report Q3, 2025 results on Jan 31, 2025
お知らせ • Sep 26Marvelous Inc. to Report Q2, 2025 Results on Oct 31, 2024Marvelous Inc. announced that they will report Q2, 2025 results on Oct 31, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥3.27 (vs JP¥10.07 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.27 (down from JP¥10.07 in 1Q 2024). Revenue: JP¥5.81b (down 16% from 1Q 2024). Net income: JP¥198.0m (down 68% from 1Q 2024). Profit margin: 3.4% (down from 8.8% in 1Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 28Marvelous Inc. to Report Q1, 2025 Results on Jul 31, 2024Marvelous Inc. announced that they will report Q1, 2025 results on Jul 31, 2024
Reported Earnings • Jun 26Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥8.54 loss per share (down from JP¥31.85 profit in FY 2023). Revenue: JP¥29.5b (up 16% from FY 2023). Net loss: JP¥517.0m (down 127% from profit in FY 2023). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥8.54 loss per share (down from JP¥31.85 profit in FY 2023). Revenue: JP¥29.5b (up 16% from FY 2023). Net loss: JP¥517.0m (down 127% from profit in FY 2023). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
New Risk • May 13New major risk - Revenue and earnings growthEarnings have declined by 4.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 290% Paying a dividend despite having no free cash flows. Earnings have declined by 4.7% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.4% net profit margin).
お知らせ • May 12Marvelous Inc., Annual General Meeting, Jun 21, 2024Marvelous Inc., Annual General Meeting, Jun 21, 2024.
分析記事 • Mar 22Marvelous (TSE:7844) Is Paying Out A Dividend Of ¥33.00Marvelous Inc. ( TSE:7844 ) has announced that it will pay a dividend of ¥33.00 per share on the 6th of June. This...
お知らせ • Mar 21Marvelous Inc. to Report Fiscal Year 2024 Results on May 10, 2024Marvelous Inc. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 06 June 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
分析記事 • Feb 27Marvelous (TSE:7844) Will Pay A Dividend Of ¥33.00The board of Marvelous Inc. ( TSE:7844 ) has announced that it will pay a dividend of ¥33.00 per share on the 6th of...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥1.06 (vs JP¥12.49 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.06 (down from JP¥12.49 in 3Q 2023). Revenue: JP¥7.76b (up 13% from 3Q 2023). Net income: JP¥64.0m (down 92% from 3Q 2023). Profit margin: 0.8% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 24Marvelous Inc. to Report Q3, 2024 Results on Jan 31, 2024Marvelous Inc. announced that they will report Q3, 2024 results on Jan 31, 2024
Board Change • Nov 11High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent External Director Hideki Okamura was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥8.28 (vs JP¥14.95 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.28 (down from JP¥14.95 in 2Q 2023). Revenue: JP¥7.12b (up 14% from 2Q 2023). Net income: JP¥501.0m (down 45% from 2Q 2023). Profit margin: 7.0% (down from 14% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% 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 • Sep 22Marvelous Inc. to Report Q2, 2024 Results on Oct 31, 2023Marvelous Inc. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥10.07 (vs JP¥12.45 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.07 (down from JP¥12.45 in 1Q 2023). Revenue: JP¥6.88b (up 29% from 1Q 2023). Net income: JP¥609.0m (down 19% from 1Q 2023). Profit margin: 8.8% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.3% p.a. on average during the next 2 years, while revenues in the Entertainment industry in Japan are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Jun 23Marvelous Inc. to Report Q1, 2024 Results on Jul 31, 2023Marvelous Inc. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • Jun 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥31.85 (down from JP¥63.22 in FY 2022). Revenue: JP¥25.3b (down 1.5% from FY 2022). Net income: JP¥1.93b (down 50% from FY 2022). Profit margin: 7.6% (down from 15% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to stay flat during the next 2 years compared to a 2.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 14Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥31.85 (down from JP¥63.22 in FY 2022). Revenue: JP¥25.3b (down 1.5% from FY 2022). Net income: JP¥1.93b (down 50% from FY 2022). Profit margin: 7.6% (down from 15% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to stay flat during the next 2 years compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
お知らせ • May 13Marvelous Inc., Annual General Meeting, Jun 20, 2023Marvelous Inc., Annual General Meeting, Jun 20, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per share at 4.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥12.49 (vs JP¥14.21 in 3Q 2022)Third quarter 2023 results: EPS: JP¥12.49 (down from JP¥14.21 in 3Q 2022). Revenue: JP¥6.87b (up 12% from 3Q 2022). Net income: JP¥755.0m (down 12% from 3Q 2022). Profit margin: 11% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.5% 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 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 26Marvelous Inc. to Report Q3, 2023 Results on Jan 31, 2023Marvelous Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥14.95 (vs JP¥16.65 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.95 (down from JP¥16.65 in 2Q 2022). Revenue: JP¥6.23b (down 2.2% from 2Q 2022). Net income: JP¥903.0m (down 10% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Sep 24Marvelous Inc. to Report Q2, 2023 Results on Oct 31, 2022Marvelous Inc. announced that they will report Q2, 2023 results on Oct 31, 2022
Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥21.6b to JP¥24.1b. EPS estimate unchanged from JP¥44.70 at last update. Entertainment industry in Japan expected to see average net income growth of 4.3% next year. Consensus price target of JP¥1,640 unchanged from last update. Share price was steady at JP¥674 over the past week.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥12.45 (vs JP¥17.79 in 1Q 2022)First quarter 2023 results: EPS: JP¥12.45 (down from JP¥17.79 in 1Q 2022). Revenue: JP¥5.32b (down 18% from 1Q 2022). Net income: JP¥752.0m (down 30% from 1Q 2022). Profit margin: 14% (down from 17% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 7.8% compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Jul 31High number of new directorsDirector Shinichi Terui was the last director to join the board, commencing their role in 2022.
お知らせ • Jun 25Marvelous Inc. to Report Q1, 2023 Results on Jul 29, 2022Marvelous Inc. announced that they will report Q1, 2023 results on Jul 29, 2022
Reported Earnings • Jun 24Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥63.22 (up from JP¥55.64 in FY 2021). Revenue: JP¥25.7b (flat on FY 2021). Net income: JP¥3.82b (up 17% from FY 2021). Profit margin: 15% (up from 13% in FY 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is expected to shrink by 16% compared to a 10% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • May 17Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥63.22 (up from JP¥55.64 in FY 2021). Revenue: JP¥25.7b (flat on FY 2021). Net income: JP¥3.82b (up 17% from FY 2021). Profit margin: 15% (up from 13% in FY 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to stay flat compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 14Marvelous Inc., Annual General Meeting, Jun 21, 2022Marvelous Inc., Annual General Meeting, Jun 21, 2022.
Price Target Changed • Apr 27Price target decreased to JP¥1,640Down from JP¥1,900, the current price target is an average from 2 analysts. New target price is 117% above last closing price of JP¥755. Stock is down 9.1% over the past year. The company is forecast to post earnings per share of JP¥53.95 for next year compared to JP¥55.64 last year.
お知らせ • Apr 08Marvelous Inc. to Report Fiscal Year 2022 Results on May 12, 2022Marvelous Inc. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.9%).
Price Target Changed • Mar 15Price target decreased to JP¥1,640Down from JP¥1,900, the current price target is an average from 2 analysts. New target price is 127% above last closing price of JP¥722. Stock is down 18% over the past year. The company is forecast to post earnings per share of JP¥56.60 for next year compared to JP¥55.64 last year.
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥14.21 (down from JP¥19.61 in 3Q 2021). Revenue: JP¥6.12b (down 22% from 3Q 2021). Net income: JP¥858.0m (down 28% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Over the next year, revenue is forecast to stay flat compared to a 5.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥16.65 (vs JP¥9.39 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.37b (up 34% from 2Q 2021). Net income: JP¥1.01b (up 77% from 2Q 2021). Profit margin: 16% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • Aug 28entalize co., ltd. agreed to acquire Delfisound Inc. from Marvelous Inc. (TSE:7844) for approximately ¥230 million.entalize co., ltd. agreed to acquire Delfisound Inc. from Marvelous Inc. (TSE:7844) for approximately ¥230 million on August 27, 2021. entalize is acquiring 10,500 shares of Delfisound for ¥225 million. For the fiscal year ending March 2021, Delfisound reported net worth of approximately ¥207 million, total assets of approximately ¥260 million, sales of approximately ¥430 million, operating income of ¥8.7 million and net income of ¥4.5 million. After the acquisition of the shares, Poletowin Pitcrew Holdings, Inc., the ultimate parent of entalize co., ltd., plan to dispatch two directors from its subsidiary. The transaction is expected to close on August 31, 2021. Common stock advisory expenses of Delfisound is approximately ¥5.625 million.
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥17.79 (vs JP¥11.06 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.47b (up 39% from 1Q 2021). Net income: JP¥1.07b (up 81% from 1Q 2021). Profit margin: 17% (up from 13% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 24Full year 2021 earnings released: EPS JP¥55.64 (vs JP¥34.74 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥25.5b (flat on FY 2020). Net income: JP¥3.27b (up 82% from FY 2020). Profit margin: 13% (up from 7.1% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% 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.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥55.64 (vs JP¥34.74 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥25.5b (flat on FY 2020). Net income: JP¥3.27b (up 82% from FY 2020). Profit margin: 13% (up from 7.1% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 09 June 2021. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥19.61 (vs JP¥11.46 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.87b (up 2.1% from 3Q 2020). Net income: JP¥1.18b (up 100% from 3Q 2020). Profit margin: 15% (up from 7.7% in 3Q 2020). The increase in margin was primarily driven by lower expenses. 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 2% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 46%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Over the next year, revenue is expected to shrink by 5.1% compared to a 4.1% growth forecast for the Entertainment industry in Japan.
Is New 90 Day High Low • Jan 25New 90-day high: JP¥1,002The company is up 30% from its price of JP¥770 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 14% over the same period.
お知らせ • Dec 27Marvelous Inc. to Report Q3, 2021 Results on Jan 29, 2021Marvelous Inc. announced that they will report Q3, 2021 results on Jan 29, 2021
お知らせ • Oct 10Marvelous Inc. to Report Q2, 2021 Results on Oct 30, 2020Marvelous Inc. announced that they will report Q2, 2021 results on Oct 30, 2020
お知らせ • Sep 25+ 1 more updateMarvelous Inc. announced that it expects to receive ¥4.9670208 billion in funding from Image Frame Investment (HK) LimitedMarvelous Inc. (TSE:7844) announced that it has entered into an agreement to issue 8,623,300 common shares at a price of ¥576 per share for gross proceeds of ¥4,967,020,800 on May 25, 2020. The transaction will include participation from new investor Image Frame Investment (HK) Limited for 13.86% stake in the company. The transaction has been approved by the board of directors of the company and subject to approval of the shareholders. The securities are issued through third party allotment method. The company will bear an issuance expenses including attorney fees, advisory fees, registration fess and other fess of ¥60,000,000, bring the net proceeds to ¥4,907,020,800. The payment period for shares is from June 11, 2020 to June 19, 2020.
お知らせ • Jun 29Marvelous Inc. to Report Q1, 2021 Results on Jul 31, 2020Marvelous Inc. announced that they will report Q1, 2021 results on Jul 31, 2020