Zenrin（9474）株式概要株式会社ゼンリンは、世界中の様々な地理空間情報の収集と管理を行っています。 詳細9474 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績4/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より45.9%で取引されている 収益は年間8.3%増加すると予測されています 過去5年間の収益は年間3.6%増加しました。 リスク分析4.78%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る9474 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥879.0012.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture073b2016201920222025202620282031Revenue JP¥72.9bEarnings JP¥3.1bAdvancedSet Fair ValueView all narrativesZenrin Co., Ltd. 競合他社AlphaPolisSymbol: TSE:9467Market cap: JP¥31.1bOVERLAP HoldingsIncSymbol: TSE:414AMarket cap: JP¥18.6bhalmek holdingsLtdSymbol: TSE:7119Market cap: JP¥17.1bStarts PublishingSymbol: TSE:7849Market cap: JP¥13.7b価格と性能株価の高値、安値、推移の概要Zenrin過去の株価現在の株価JP¥879.0052週高値JP¥1,168.0052週安値JP¥845.00ベータ0.0331ヶ月の変化-10.03%3ヶ月変化-13.31%1年変化-22.56%3年間の変化-2.01%5年間の変化-24.87%IPOからの変化-67.14%最新ニュースNew Risk • Apr 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 122% Dividend yield: 4.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 28Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥51.29 (up from JP¥48.82 in FY 2025). Revenue: JP¥64.3b (flat on FY 2025). Net income: JP¥2.74b (up 5.1% from FY 2025). Profit margin: 4.3% (up from 4.0% in FY 2025). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 3.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Media 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 1% per year, which means it is significantly lagging earnings.お知らせ • Apr 27Zenrin Co., Ltd., Annual General Meeting, Jun 19, 2026Zenrin Co., Ltd., Annual General Meeting, Jun 19, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).お知らせ • Mar 12Zenrin Co., Ltd. to Report Fiscal Year 2026 Results on Apr 27, 2026Zenrin Co., Ltd. announced that they will report fiscal year 2026 results on Apr 27, 2026Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥4.66 (vs JP¥12.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.66 (down from JP¥12.31 in 3Q 2025). Revenue: JP¥15.6b (flat on 3Q 2025). Net income: JP¥249.0m (down 62% from 3Q 2025). Profit margin: 1.6% (down from 4.2% in 3Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.最新情報をもっと見るRecent updatesNew Risk • Apr 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 122% Dividend yield: 4.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 28Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥51.29 (up from JP¥48.82 in FY 2025). Revenue: JP¥64.3b (flat on FY 2025). Net income: JP¥2.74b (up 5.1% from FY 2025). Profit margin: 4.3% (up from 4.0% in FY 2025). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 3.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Media 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 1% per year, which means it is significantly lagging earnings.お知らせ • Apr 27Zenrin Co., Ltd., Annual General Meeting, Jun 19, 2026Zenrin Co., Ltd., Annual General Meeting, Jun 19, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).お知らせ • Mar 12Zenrin Co., Ltd. to Report Fiscal Year 2026 Results on Apr 27, 2026Zenrin Co., Ltd. announced that they will report fiscal year 2026 results on Apr 27, 2026Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥4.66 (vs JP¥12.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.66 (down from JP¥12.31 in 3Q 2025). Revenue: JP¥15.6b (flat on 3Q 2025). Net income: JP¥249.0m (down 62% from 3Q 2025). Profit margin: 1.6% (down from 4.2% in 3Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.Buy Or Sell Opportunity • Dec 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.4% to JP¥1,036. The fair value is estimated to be JP¥1,297, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 8.5%. Revenue is forecast to grow by 4.7% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.分析記事 • Dec 17Zenrin (TSE:9474) Is Due To Pay A Dividend Of ¥21.00Zenrin Co., Ltd. ( TSE:9474 ) will pay a dividend of ¥21.00 on the 23rd of June. This takes the dividend yield to 4.1...お知らせ • Dec 12Zenrin Co., Ltd. to Report Nine Months, 2026 Results on Jan 30, 2026Zenrin Co., Ltd. announced that they will report nine months, 2026 results on Jan 30, 2026分析記事 • Dec 03Zenrin's (TSE:9474) Dividend Will Be ¥21.00The board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend on the 23rd of June, with...Declared Dividend • Dec 03First half dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 7.7% 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. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Dec 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.9% to JP¥1,021. The fair value is estimated to be JP¥1,297, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 8.5%. Revenue is forecast to grow by 5.1% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥7.06 (vs JP¥2.11 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.06 (up from JP¥2.11 loss in 2Q 2025). Revenue: JP¥15.3b (up 5.1% from 2Q 2025). Net income: JP¥377.0m (up JP¥502.0m from 2Q 2025). Profit margin: 2.5% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).分析記事 • Sep 10Zenrin (TSE:9474) Is Increasing Its Dividend To ¥21.00Zenrin Co., Ltd.'s ( TSE:9474 ) dividend will be increasing from last year's payment of the same period to ¥21.00 on...お知らせ • Sep 10Zenrin Co., Ltd. to Report Q2, 2026 Results on Oct 29, 2025Zenrin Co., Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025Reported Earnings • Jul 30First quarter 2026 earnings released: JP¥2.19 loss per share (vs JP¥0.19 profit in 1Q 2025)First quarter 2026 results: JP¥2.19 loss per share (down from JP¥0.19 profit in 1Q 2025). Revenue: JP¥14.2b (flat on 1Q 2025). Net loss: JP¥117.0m (down JP¥126.0m from profit in 1Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.分析記事 • Jul 23Zenrin (TSE:9474) Is Increasing Its Dividend To ¥21.00Zenrin Co., Ltd. ( TSE:9474 ) will increase its dividend from last year's comparable payment on the 3rd of December to...分析記事 • Jul 09Zenrin (TSE:9474) Is Increasing Its Dividend To ¥21.00Zenrin Co., Ltd.'s ( TSE:9474 ) dividend will be increasing from last year's payment of the same period to ¥21.00 on...Declared Dividend • Jul 09Final dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.0%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 7.7% 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. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥48.82 (up from JP¥38.93 in FY 2024). Revenue: JP¥64.4b (up 4.9% from FY 2024). Net income: JP¥2.61b (up 25% from FY 2024). Profit margin: 4.0% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Jun 10Zenrin Co., Ltd. to Report Q1, 2026 Results on Jul 29, 2025Zenrin Co., Ltd. announced that they will report Q1, 2026 results on Jul 29, 2025Price Target Changed • Jun 03Price target increased by 7.1% to JP¥1,050Up from JP¥980, the current price target is an average from 3 analysts. New target price is 8.8% below last closing price of JP¥1,151. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥55.90 for next year compared to JP¥48.82 last year.Reported Earnings • Apr 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥48.82 (up from JP¥38.93 in FY 2024). Revenue: JP¥64.4b (up 4.9% from FY 2024). Net income: JP¥2.61b (up 25% from FY 2024). Profit margin: 4.0% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Apr 25Zenrin Co., Ltd., Annual General Meeting, Jun 20, 2025Zenrin Co., Ltd., Annual General Meeting, Jun 20, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 46% and the cash payout ratio is 83%. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).分析記事 • Mar 12Zenrin's (TSE:9474) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will be paying its dividend of ¥20.00 on the 24th of...お知らせ • Mar 12Zenrin Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2025Zenrin Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2025分析記事 • Feb 04Analyst Estimates: Here's What Brokers Think Of Zenrin Co., Ltd. (TSE:9474) After Its Third-Quarter ReportIt's been a good week for Zenrin Co., Ltd. ( TSE:9474 ) shareholders, because the company has just released its latest...お知らせ • Feb 01Zenrin Co., Ltd. Announces board and Executive ChangesZenrin Co., Ltd. announced at a meeting of the Board of Directors held on January 31, 2025, to change the Company's representative directors as described. Names and job titles of newly appointed and retiring representative directors: Zenshi Takayama as Chairman, Representative Director; current title: President, Representative Director; Michio Takegawa as President, Representative Director and Head of Corporate Strategy; Director, Senior Executive Officer and Head of Corporate Strategy; Junya Amita as Director, current title: Executive Vice President, Representative Director. Junya Amita will become a director without representative rights and is scheduled to retire from his position as a director at the expiration of his term of office at the 65th Ordinary General Meeting of Shareholders scheduled to be held in June 2025, and will assume the position of an Advisor to the Company. Career summary of newly appointed representative director: Michio Takegawa April 1996- Joined the Company, April 2012 General Manager, ITS Sales Department 2, Business Group-2; April 2014- General Manager, Business Promotion Division, Business Group-2; April 2016- General Manager, ADAS Strategy Planning Office; April- 2018 Vice President and Head of IoT Business; April 2022- Vice President and Head of Corporate Strategy; June 2024- Director, Senior Executive Officer and Head of Corporate Strategy.分析記事 • Feb 01Zenrin's (TSE:9474) Dividend Will Be ¥15.00Zenrin Co., Ltd. ( TSE:9474 ) will pay a dividend of ¥15.00 on the 24th of June. This means the annual payment is 3.4...お知らせ • Jan 31Zenrin Co., Ltd. Announces CEO Changes, Effective April 1, 2025Zenrin Co., Ltd. announced at a meeting of the Board of Directors held on January 31, 2025, to change the Company's representative directors as described below. Names and job titles of newly appointed and retiring representative directors: Zenshi Takayama as Chairman, Representative Director; current title: President and CEO, Representative Director; Michio Takegawa as President and CEO, Representative Director and Head of Corporate Strategy; from current title of Director, Senior Executive Officer and Head of Corporate Strategy. Scheduled date of assuming office: April 1, 2025. Career summary of newly appointed representative director: April 1996: Joined the Company. April 2012: General Manager, ITS Sales Department 2, Business Group-2. April 2014: General Manager, Business Promotion Division, Business Group-2. April 2016: General Manager, ADAS Strategy Planning Office. April 2018: Vice President and Head of IoT Business. April 2022: Vice President and Head of Corporate Strategy. June 2024: Director, Senior Executive Officer and Head of Corporate Strategy.分析記事 • Jan 01Zenrin (TSE:9474) Is Paying Out A Dividend Of ¥15.00Zenrin Co., Ltd. ( TSE:9474 ) will pay a dividend of ¥15.00 on the 24th of June. This makes the dividend yield 3.6...分析記事 • Dec 18Zenrin (TSE:9474) Is Paying Out A Dividend Of ¥15.00Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend of ¥15.00 per share on the 24th of June. Based...お知らせ • Dec 11Zenrin Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Zenrin Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Dec 04Zenrin (TSE:9474) Is Paying Out A Dividend Of ¥15.00Zenrin Co., Ltd.'s ( TSE:9474 ) investors are due to receive a payment of ¥15.00 per share on 24th of June. The...Declared Dividend • Dec 04First half dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 4.1% 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. EPS is expected to grow by 6.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 05Additional Considerations Required While Assessing Zenrin's (TSE:9474) Strong EarningsZenrin Co., Ltd.'s ( TSE:9474 ) robust earnings report didn't manage to move the market for its stock. We did some...分析記事 • Nov 03Zenrin Co., Ltd. (TSE:9474) Just Released Its Half-Yearly Results And Analysts Are Updating Their EstimatesLast week saw the newest half-yearly earnings release from Zenrin Co., Ltd. ( TSE:9474 ), an important milestone in the...Reported Earnings • Oct 31Second quarter 2025 earnings released: JP¥2.11 loss per share (vs JP¥4.35 loss in 2Q 2024)Second quarter 2025 results: JP¥2.11 loss per share (improved from JP¥4.35 loss in 2Q 2024). Revenue: JP¥14.6b (up 1.5% from 2Q 2024). Net loss: JP¥125.0m (loss narrowed 46% from 2Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 48% and the cash payout ratio is 94%. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).お知らせ • Sep 10Zenrin Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024Zenrin Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥0.17 (vs JP¥18.53 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥0.17 (up from JP¥18.53 loss in 1Q 2024). Revenue: JP¥14.1b (up 11% from 1Q 2024). Net income: JP¥9.00m (up JP¥998.0m from 1Q 2024). Profit margin: 0.1% (up from net loss in 1Q 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 4.1% 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. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥38.93 (down from JP¥51.41 in FY 2023). Revenue: JP¥61.3b (up 4.1% from FY 2023). Net income: JP¥2.08b (down 25% from FY 2023). Profit margin: 3.4% (down from 4.7% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • May 03Why Zenrin's (TSE:9474) Shaky Earnings Are Just The Beginning Of Its ProblemsZenrin Co., Ltd.'s ( TSE:9474 ) stock showed strength, with investors undeterred by its weak earnings report. We think...Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥38.93 (down from JP¥51.41 in FY 2023). Revenue: JP¥61.3b (up 4.1% from FY 2023). Net income: JP¥2.08b (down 25% from FY 2023). Profit margin: 3.4% (down from 4.7% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • Apr 30Zenrin Co., Ltd. (TSE:9474) Not Flying Under The RadarWith a price-to-earnings (or "P/E") ratio of 27.7x Zenrin Co., Ltd. ( TSE:9474 ) may be sending very bearish signals at...お知らせ • Apr 29Zenrin Co., Ltd., Annual General Meeting, Jun 21, 2024Zenrin Co., Ltd., Annual General Meeting, Jun 21, 2024.お知らせ • Apr 27Zenrin Co., Ltd. (TSE:9474) acquired a 90.43% stake in Locus BlueZenrin Co., Ltd. (TSE:9474) acquired a 90.43% stake in Locus Blue on April 1, 2024. Zenrin Co., Ltd. (TSE:9474) completed the acquisition of a 90.43% stake in Locus Blue on April 1, 2024.Price Target Changed • Apr 20Price target decreased by 11% to JP¥967Down from JP¥1,083, the current price target is an average from 3 analysts. New target price is 20% above last closing price of JP¥807. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥37.01 for next year compared to JP¥51.41 last year.分析記事 • Mar 26Zenrin (TSE:9474) Will Pay A Dividend Of ¥13.50The board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend on the 19th of June, with...Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 June 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.2%).分析記事 • Mar 12Zenrin (TSE:9474) Has Announced A Dividend Of ¥13.50The board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend on the 19th of June, with...お知らせ • Mar 12Zenrin Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024Zenrin Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024分析記事 • Feb 26Zenrin (TSE:9474) Has Affirmed Its Dividend Of ¥13.50The board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend of ¥13.50 per share on the 19th of...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥6.56 (vs JP¥16.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥6.56 (down from JP¥16.43 in 3Q 2023). Revenue: JP¥14.9b (up 4.1% from 3Q 2023). Net income: JP¥350.0m (down 60% from 3Q 2023). Profit margin: 2.4% (down from 6.2% in 3Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Dec 13Zenrin Co., Ltd. to Report Nine Months, 2024 Results on Jan 31, 2024Zenrin Co., Ltd. announced that they will report nine months, 2024 results on Jan 31, 2024Reported Earnings • Oct 29Second quarter 2024 earnings released: JP¥4.35 loss per share (vs JP¥3.09 loss in 2Q 2023)Second quarter 2024 results: JP¥4.35 loss per share (further deteriorated from JP¥3.09 loss in 2Q 2023). Revenue: JP¥14.4b (up 5.0% from 2Q 2023). Net loss: JP¥232.0m (loss widened 39% from 2Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥13.50 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).お知らせ • Sep 11Zenrin Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023Zenrin Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023Buying Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be JP¥1,117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 8.7% in 2 years. Earnings is forecast to grow by 3.5% in the next 2 years.New Risk • Jul 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 5.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (112% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin).Reported Earnings • Jul 29First quarter 2024 earnings released: JP¥18.53 loss per share (vs JP¥9.89 loss in 1Q 2023)First quarter 2024 results: JP¥18.53 loss per share (further deteriorated from JP¥9.89 loss in 1Q 2023). Revenue: JP¥12.8b (up 4.4% from 1Q 2023). Net loss: JP¥989.0m (loss widened 85% from 1Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 21Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥51.41 (down from JP¥66.93 in FY 2022). Revenue: JP¥58.9b (flat on FY 2022). Net income: JP¥2.77b (down 24% from FY 2022). Profit margin: 4.7% (down from 6.2% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media 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 9% per year, which means it is significantly lagging earnings.お知らせ • Jun 13Zenrin Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Zenrin Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥51.41 (down from JP¥66.93 in FY 2022). Revenue: JP¥58.9b (flat on FY 2022). Net income: JP¥2.77b (down 24% from FY 2022). Profit margin: 4.7% (down from 6.2% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media 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 9% per year, which means it is significantly lagging earnings.Major Estimate Revision • Apr 15Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥37.85 to JP¥41.79. Revenue forecast steady at JP¥58.8b. Net income forecast to grow 36% next year vs 11% growth forecast for Media industry in Japan. Consensus price target broadly unchanged at JP¥1,050. Share price rose 3.1% to JP¥840 over the past week.Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.50 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).お知らせ • Feb 08Zenrin Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Zenrin Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected net sales of JPY 60,500 million, operating profit of JPY 3,000 million, profit attributable to owners of parent of JPY 2,600 million and basic earnings per share of JPY 48.16.お知らせ • Feb 07Zenrin Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2023Zenrin Co., Ltd. provided year end dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expected year end dividend of JPY 13.50 per share compared to JPY 13.50 per share paid a year ago.お知らせ • Feb 01Zenrin Co., Ltd. (TSE:9474) announces an Equity Buyback for 700,000 shares, representing 1.29% for ¥700 million.Zenrin Co., Ltd. (TSE:9474) announces a share repurchase program. Under the program, the company will repurchase 700,000 shares, representing 1.29% of the outstanding shares for ¥700 million. The purpose of the program is to implement agile capital policies in response to changes in the business environment, improve capital efficiency, and strengthen shareholder returns. The program will run until February 28, 2023. As of September 30, 2023, the company had 54,062,703 shares outstanding and 3,238,662 shares in treasury.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥16.43 (vs JP¥39.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.43 (down from JP¥39.27 in 3Q 2022). Revenue: JP¥14.3b (up 1.2% from 3Q 2022). Net income: JP¥883.0m (down 59% from 3Q 2022). Profit margin: 6.2% (down from 15% in 3Q 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Dec 13Zenrin Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Zenrin Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Price Target Changed • Nov 22Price target decreased to JP¥1,033Down from JP¥1,133, the current price target is an average from 3 analysts. New target price is 17% above last closing price of JP¥885. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥40.13 for next year compared to JP¥66.93 last year.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Outside Director Miki Ryu was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 09+ 2 more updatesZenrin Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Zenrin Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, The company expects dividend to be JPY 13.50 per share compared to JPY 13.50 per share a year ago.Buying Opportunity • Nov 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be JP¥1,093, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 7.8% in 2 years. Earnings is forecast to grow by 0.5% in the next 2 years.Reported Earnings • Oct 30Second quarter 2023 earnings released: JP¥3.09 loss per share (vs JP¥3.99 profit in 2Q 2022)Second quarter 2023 results: JP¥3.09 loss per share (down from JP¥3.99 profit in 2Q 2022). Revenue: JP¥13.7b (flat on 2Q 2022). Net loss: JP¥167.0m (down 177% from profit in 2Q 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Oct 25Zenrin Co., Ltd. Revises Earnings Guidance for the First Two Quarters Ended September 30, 2022Zenrin Co., Ltd. revised earnings guidance for the first two quarters ended September 30, 2022. For the quarters, the company revised Net sales to be JPY 25,900 million from JPY 26,200 million; Operating loss to be JPY 980 million from JPY 400 million; Loss attributable to owners of parent to be JPY 700 and Loss per share to be JPY 12.94 per share.Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.5%).お知らせ • Sep 12Zenrin Co., Ltd. to Report First Half, 2023 Results on Oct 28, 2022Zenrin Co., Ltd. announced that they will report first half, 2023 results on Oct 28, 2022お知らせ • Aug 02+ 2 more updatesZenrin Co., Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2023Zenrin Co., Ltd. provided dividend guidance for the full year ending March 31, 2023. For the year ending, the company expects a dividend of ¥13.50 per share against ¥13.50 per share paid a year ago.Reported Earnings • Jul 30First quarter 2023 earnings released: JP¥9.89 loss per share (vs JP¥5.44 loss in 1Q 2022)First quarter 2023 results: JP¥9.89 loss per share (down from JP¥5.44 loss in 1Q 2022). Revenue: JP¥12.3b (flat on 1Q 2022). Net loss: JP¥536.0m (loss widened 80% from 1Q 2022). Over the next year, revenue is forecast to grow 3.8%, compared to a 5.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Jul 29Zenrin Co., Ltd. (TSE:9474) announces an Equity Buyback for 500,000 shares, representing 0.92% for ¥500 million.Zenrin Co., Ltd. (TSE:9474) announces a share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 1.81% of the outstanding shares for ¥1,500 million. The purpose of the program is to implement agile capital policies in response to changes in the business environment, improve capital efficiency, and strengthen shareholder returns. The program will run until August 31, 2022. As of March 31, 2021, the company had 54,524,285 shares outstanding and 2,777,080 shares in treasury.Reported Earnings • Jun 23Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥66.93 (up from JP¥22.52 in FY 2021). Revenue: JP¥59.1b (up 3.2% from FY 2021). Net income: JP¥3.66b (up 193% from FY 2021). Profit margin: 6.2% (up from 2.2% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Over the next year, revenue is forecast to grow 3.0%, compared to a 6.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Jun 10Zenrin Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Zenrin Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022お知らせ • Jun 03+ 2 more updatesZenrin Co., Ltd. Announces Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 20, 2022 and Provides Dividend Guidance for the Second Quarter-End of Fiscal 2023Zenrin Co., Ltd. announced the cash dividend of JPY 13.50 per share for the fiscal year ended March 31, 2022 against JPY 12.50 per share in 2021. Scheduled date of commencement of dividend payouts: June 20, 2022.For the second quarter end of fiscal 2023, the company expects dividend of JPY 13.50 per share against JPY 12.50 per share for the same period a year ago.Major Estimate Revision • May 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥42.58 to JP¥48.00. Revenue forecast unchanged at JP¥60.8b. Net income forecast to shrink 29% next year vs 8.0% growth forecast for Media industry in Japan . Consensus price target of JP¥1,100 unchanged from last update. Share price was steady at JP¥921 over the past week.お知らせ • May 02Zenrin Co., Ltd., Annual General Meeting, Jun 17, 2022Zenrin Co., Ltd., Annual General Meeting, Jun 17, 2022.Reported Earnings • Apr 30Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥66.93 (up from JP¥22.52 in FY 2021). Revenue: JP¥59.1b (up 3.2% from FY 2021). Net income: JP¥3.66b (up 193% from FY 2021). Profit margin: 6.2% (up from 2.2% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Over the next year, revenue is forecast to grow 3.7%, compared to a 3.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Major Estimate Revision • Apr 27Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥43.86 to JP¥51.87. Revenue forecast steady at JP¥58.8b. Net income forecast to shrink 39% next year vs 1.6% growth forecast for Media industry in Japan . Consensus price target down from JP¥1,133 to JP¥1,100. Share price fell 3.1% to JP¥934 over the past week.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). Managing Executive Officer, GM of Headquarters & Director Masami Matsuo was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.株主還元9474JP MediaJP 市場7D0.3%0.3%-0.5%1Y-22.6%4.0%41.3%株主還元を見る業界別リターン: 9474過去 1 年間で4 % の収益を上げたJP Media業界を下回りました。リターン対市場: 9474は、過去 1 年間で41.3 % のリターンを上げたJP市場を下回りました。価格変動Is 9474's price volatile compared to industry and market?9474 volatility9474 Average Weekly Movement3.6%Media Industry Average Movement5.0%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 9474 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 9474の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19483,574Michio Takekawawww.zenrin.co.jp株式会社ゼンリンは、世界各地でさまざまな地理空間情報の収集・管理を手がけている。住宅地図、地図データベースなどのコンテンツの製造・販売、地図データベースの保守サービス、地図サービス、地図ソフト、カーナビゲーションソフト、関連ITサービスの提供などを行っている。また、印刷物の製造・販売、Webシステムの開発・販売、ソフトウェアの研究・開発、地図データベースの開発、パッケージシステムの開発・販売、マーケティング・ビジネスソリューションの提供、位置情報サービスの提供も行っている。また、統合型地理空間システム「ゼンリン」に関連するソフトウェアやサービスの開発、コーポレートベンチャーキャピタル事業も手掛けている。株式会社ゼンリンは1948年に設立され、北九州市に本社を置く。もっと見るZenrin Co., Ltd. 基礎のまとめZenrin の収益と売上を時価総額と比較するとどうか。9474 基礎統計学時価総額JP¥47.14b収益（TTM）JP¥2.74b売上高(TTM)JP¥64.28b17.1xPER（株価収益率0.7xP/Sレシオ9474 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計9474 損益計算書（TTM）収益JP¥64.28b売上原価JP¥37.61b売上総利益JP¥26.66bその他の費用JP¥23.93b収益JP¥2.74b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）51.29グロス・マージン41.48%純利益率4.26%有利子負債／自己資本比率4.0%9474 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.8%現在の配当利回り85%配当性向9474 配当は確実ですか？9474 配当履歴とベンチマークを見る9474 、いつまでに購入すれば配当金を受け取れますか？Zenrin 配当日配当落ち日Mar 30 2026配当支払日Jun 22 2026配当落ちまでの日数53 days配当支払日までの日数31 days9474 配当は確実ですか？9474 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 09:22終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Zenrin Co., Ltd. 3 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。7 アナリスト機関Takero FujiwaraCitigroup IncSiu Hung LeungCLSASatoru SekineDaiwa Securities Co. Ltd.4 その他のアナリストを表示
New Risk • Apr 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 122% Dividend yield: 4.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 28Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥51.29 (up from JP¥48.82 in FY 2025). Revenue: JP¥64.3b (flat on FY 2025). Net income: JP¥2.74b (up 5.1% from FY 2025). Profit margin: 4.3% (up from 4.0% in FY 2025). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 3.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Media 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 1% per year, which means it is significantly lagging earnings.
お知らせ • Apr 27Zenrin Co., Ltd., Annual General Meeting, Jun 19, 2026Zenrin Co., Ltd., Annual General Meeting, Jun 19, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
お知らせ • Mar 12Zenrin Co., Ltd. to Report Fiscal Year 2026 Results on Apr 27, 2026Zenrin Co., Ltd. announced that they will report fiscal year 2026 results on Apr 27, 2026
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥4.66 (vs JP¥12.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.66 (down from JP¥12.31 in 3Q 2025). Revenue: JP¥15.6b (flat on 3Q 2025). Net income: JP¥249.0m (down 62% from 3Q 2025). Profit margin: 1.6% (down from 4.2% in 3Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
New Risk • Apr 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 122% Dividend yield: 4.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 28Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥51.29 (up from JP¥48.82 in FY 2025). Revenue: JP¥64.3b (flat on FY 2025). Net income: JP¥2.74b (up 5.1% from FY 2025). Profit margin: 4.3% (up from 4.0% in FY 2025). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 3.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Media 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 1% per year, which means it is significantly lagging earnings.
お知らせ • Apr 27Zenrin Co., Ltd., Annual General Meeting, Jun 19, 2026Zenrin Co., Ltd., Annual General Meeting, Jun 19, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
お知らせ • Mar 12Zenrin Co., Ltd. to Report Fiscal Year 2026 Results on Apr 27, 2026Zenrin Co., Ltd. announced that they will report fiscal year 2026 results on Apr 27, 2026
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥4.66 (vs JP¥12.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.66 (down from JP¥12.31 in 3Q 2025). Revenue: JP¥15.6b (flat on 3Q 2025). Net income: JP¥249.0m (down 62% from 3Q 2025). Profit margin: 1.6% (down from 4.2% in 3Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
Buy Or Sell Opportunity • Dec 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.4% to JP¥1,036. The fair value is estimated to be JP¥1,297, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 8.5%. Revenue is forecast to grow by 4.7% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
分析記事 • Dec 17Zenrin (TSE:9474) Is Due To Pay A Dividend Of ¥21.00Zenrin Co., Ltd. ( TSE:9474 ) will pay a dividend of ¥21.00 on the 23rd of June. This takes the dividend yield to 4.1...
お知らせ • Dec 12Zenrin Co., Ltd. to Report Nine Months, 2026 Results on Jan 30, 2026Zenrin Co., Ltd. announced that they will report nine months, 2026 results on Jan 30, 2026
分析記事 • Dec 03Zenrin's (TSE:9474) Dividend Will Be ¥21.00The board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend on the 23rd of June, with...
Declared Dividend • Dec 03First half dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 7.7% 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. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Dec 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.9% to JP¥1,021. The fair value is estimated to be JP¥1,297, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 8.5%. Revenue is forecast to grow by 5.1% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥7.06 (vs JP¥2.11 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.06 (up from JP¥2.11 loss in 2Q 2025). Revenue: JP¥15.3b (up 5.1% from 2Q 2025). Net income: JP¥377.0m (up JP¥502.0m from 2Q 2025). Profit margin: 2.5% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
分析記事 • Sep 10Zenrin (TSE:9474) Is Increasing Its Dividend To ¥21.00Zenrin Co., Ltd.'s ( TSE:9474 ) dividend will be increasing from last year's payment of the same period to ¥21.00 on...
お知らせ • Sep 10Zenrin Co., Ltd. to Report Q2, 2026 Results on Oct 29, 2025Zenrin Co., Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025
Reported Earnings • Jul 30First quarter 2026 earnings released: JP¥2.19 loss per share (vs JP¥0.19 profit in 1Q 2025)First quarter 2026 results: JP¥2.19 loss per share (down from JP¥0.19 profit in 1Q 2025). Revenue: JP¥14.2b (flat on 1Q 2025). Net loss: JP¥117.0m (down JP¥126.0m from profit in 1Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.
分析記事 • Jul 23Zenrin (TSE:9474) Is Increasing Its Dividend To ¥21.00Zenrin Co., Ltd. ( TSE:9474 ) will increase its dividend from last year's comparable payment on the 3rd of December to...
分析記事 • Jul 09Zenrin (TSE:9474) Is Increasing Its Dividend To ¥21.00Zenrin Co., Ltd.'s ( TSE:9474 ) dividend will be increasing from last year's payment of the same period to ¥21.00 on...
Declared Dividend • Jul 09Final dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.0%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 7.7% 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. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥48.82 (up from JP¥38.93 in FY 2024). Revenue: JP¥64.4b (up 4.9% from FY 2024). Net income: JP¥2.61b (up 25% from FY 2024). Profit margin: 4.0% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Jun 10Zenrin Co., Ltd. to Report Q1, 2026 Results on Jul 29, 2025Zenrin Co., Ltd. announced that they will report Q1, 2026 results on Jul 29, 2025
Price Target Changed • Jun 03Price target increased by 7.1% to JP¥1,050Up from JP¥980, the current price target is an average from 3 analysts. New target price is 8.8% below last closing price of JP¥1,151. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥55.90 for next year compared to JP¥48.82 last year.
Reported Earnings • Apr 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥48.82 (up from JP¥38.93 in FY 2024). Revenue: JP¥64.4b (up 4.9% from FY 2024). Net income: JP¥2.61b (up 25% from FY 2024). Profit margin: 4.0% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Apr 25Zenrin Co., Ltd., Annual General Meeting, Jun 20, 2025Zenrin Co., Ltd., Annual General Meeting, Jun 20, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 46% and the cash payout ratio is 83%. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).
分析記事 • Mar 12Zenrin's (TSE:9474) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will be paying its dividend of ¥20.00 on the 24th of...
お知らせ • Mar 12Zenrin Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2025Zenrin Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2025
分析記事 • Feb 04Analyst Estimates: Here's What Brokers Think Of Zenrin Co., Ltd. (TSE:9474) After Its Third-Quarter ReportIt's been a good week for Zenrin Co., Ltd. ( TSE:9474 ) shareholders, because the company has just released its latest...
お知らせ • Feb 01Zenrin Co., Ltd. Announces board and Executive ChangesZenrin Co., Ltd. announced at a meeting of the Board of Directors held on January 31, 2025, to change the Company's representative directors as described. Names and job titles of newly appointed and retiring representative directors: Zenshi Takayama as Chairman, Representative Director; current title: President, Representative Director; Michio Takegawa as President, Representative Director and Head of Corporate Strategy; Director, Senior Executive Officer and Head of Corporate Strategy; Junya Amita as Director, current title: Executive Vice President, Representative Director. Junya Amita will become a director without representative rights and is scheduled to retire from his position as a director at the expiration of his term of office at the 65th Ordinary General Meeting of Shareholders scheduled to be held in June 2025, and will assume the position of an Advisor to the Company. Career summary of newly appointed representative director: Michio Takegawa April 1996- Joined the Company, April 2012 General Manager, ITS Sales Department 2, Business Group-2; April 2014- General Manager, Business Promotion Division, Business Group-2; April 2016- General Manager, ADAS Strategy Planning Office; April- 2018 Vice President and Head of IoT Business; April 2022- Vice President and Head of Corporate Strategy; June 2024- Director, Senior Executive Officer and Head of Corporate Strategy.
分析記事 • Feb 01Zenrin's (TSE:9474) Dividend Will Be ¥15.00Zenrin Co., Ltd. ( TSE:9474 ) will pay a dividend of ¥15.00 on the 24th of June. This means the annual payment is 3.4...
お知らせ • Jan 31Zenrin Co., Ltd. Announces CEO Changes, Effective April 1, 2025Zenrin Co., Ltd. announced at a meeting of the Board of Directors held on January 31, 2025, to change the Company's representative directors as described below. Names and job titles of newly appointed and retiring representative directors: Zenshi Takayama as Chairman, Representative Director; current title: President and CEO, Representative Director; Michio Takegawa as President and CEO, Representative Director and Head of Corporate Strategy; from current title of Director, Senior Executive Officer and Head of Corporate Strategy. Scheduled date of assuming office: April 1, 2025. Career summary of newly appointed representative director: April 1996: Joined the Company. April 2012: General Manager, ITS Sales Department 2, Business Group-2. April 2014: General Manager, Business Promotion Division, Business Group-2. April 2016: General Manager, ADAS Strategy Planning Office. April 2018: Vice President and Head of IoT Business. April 2022: Vice President and Head of Corporate Strategy. June 2024: Director, Senior Executive Officer and Head of Corporate Strategy.
分析記事 • Jan 01Zenrin (TSE:9474) Is Paying Out A Dividend Of ¥15.00Zenrin Co., Ltd. ( TSE:9474 ) will pay a dividend of ¥15.00 on the 24th of June. This makes the dividend yield 3.6...
分析記事 • Dec 18Zenrin (TSE:9474) Is Paying Out A Dividend Of ¥15.00Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend of ¥15.00 per share on the 24th of June. Based...
お知らせ • Dec 11Zenrin Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Zenrin Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Dec 04Zenrin (TSE:9474) Is Paying Out A Dividend Of ¥15.00Zenrin Co., Ltd.'s ( TSE:9474 ) investors are due to receive a payment of ¥15.00 per share on 24th of June. The...
Declared Dividend • Dec 04First half dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 4.1% 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. EPS is expected to grow by 6.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 05Additional Considerations Required While Assessing Zenrin's (TSE:9474) Strong EarningsZenrin Co., Ltd.'s ( TSE:9474 ) robust earnings report didn't manage to move the market for its stock. We did some...
分析記事 • Nov 03Zenrin Co., Ltd. (TSE:9474) Just Released Its Half-Yearly Results And Analysts Are Updating Their EstimatesLast week saw the newest half-yearly earnings release from Zenrin Co., Ltd. ( TSE:9474 ), an important milestone in the...
Reported Earnings • Oct 31Second quarter 2025 earnings released: JP¥2.11 loss per share (vs JP¥4.35 loss in 2Q 2024)Second quarter 2025 results: JP¥2.11 loss per share (improved from JP¥4.35 loss in 2Q 2024). Revenue: JP¥14.6b (up 1.5% from 2Q 2024). Net loss: JP¥125.0m (loss narrowed 46% from 2Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 48% and the cash payout ratio is 94%. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).
お知らせ • Sep 10Zenrin Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024Zenrin Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥0.17 (vs JP¥18.53 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥0.17 (up from JP¥18.53 loss in 1Q 2024). Revenue: JP¥14.1b (up 11% from 1Q 2024). Net income: JP¥9.00m (up JP¥998.0m from 1Q 2024). Profit margin: 0.1% (up from net loss in 1Q 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.
Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 4.1% 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. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥38.93 (down from JP¥51.41 in FY 2023). Revenue: JP¥61.3b (up 4.1% from FY 2023). Net income: JP¥2.08b (down 25% from FY 2023). Profit margin: 3.4% (down from 4.7% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • May 03Why Zenrin's (TSE:9474) Shaky Earnings Are Just The Beginning Of Its ProblemsZenrin Co., Ltd.'s ( TSE:9474 ) stock showed strength, with investors undeterred by its weak earnings report. We think...
Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥38.93 (down from JP¥51.41 in FY 2023). Revenue: JP¥61.3b (up 4.1% from FY 2023). Net income: JP¥2.08b (down 25% from FY 2023). Profit margin: 3.4% (down from 4.7% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • Apr 30Zenrin Co., Ltd. (TSE:9474) Not Flying Under The RadarWith a price-to-earnings (or "P/E") ratio of 27.7x Zenrin Co., Ltd. ( TSE:9474 ) may be sending very bearish signals at...
お知らせ • Apr 29Zenrin Co., Ltd., Annual General Meeting, Jun 21, 2024Zenrin Co., Ltd., Annual General Meeting, Jun 21, 2024.
お知らせ • Apr 27Zenrin Co., Ltd. (TSE:9474) acquired a 90.43% stake in Locus BlueZenrin Co., Ltd. (TSE:9474) acquired a 90.43% stake in Locus Blue on April 1, 2024. Zenrin Co., Ltd. (TSE:9474) completed the acquisition of a 90.43% stake in Locus Blue on April 1, 2024.
Price Target Changed • Apr 20Price target decreased by 11% to JP¥967Down from JP¥1,083, the current price target is an average from 3 analysts. New target price is 20% above last closing price of JP¥807. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥37.01 for next year compared to JP¥51.41 last year.
分析記事 • Mar 26Zenrin (TSE:9474) Will Pay A Dividend Of ¥13.50The board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend on the 19th of June, with...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 June 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.2%).
分析記事 • Mar 12Zenrin (TSE:9474) Has Announced A Dividend Of ¥13.50The board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend on the 19th of June, with...
お知らせ • Mar 12Zenrin Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024Zenrin Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024
分析記事 • Feb 26Zenrin (TSE:9474) Has Affirmed Its Dividend Of ¥13.50The board of Zenrin Co., Ltd. ( TSE:9474 ) has announced that it will pay a dividend of ¥13.50 per share on the 19th of...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥6.56 (vs JP¥16.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥6.56 (down from JP¥16.43 in 3Q 2023). Revenue: JP¥14.9b (up 4.1% from 3Q 2023). Net income: JP¥350.0m (down 60% from 3Q 2023). Profit margin: 2.4% (down from 6.2% in 3Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Dec 13Zenrin Co., Ltd. to Report Nine Months, 2024 Results on Jan 31, 2024Zenrin Co., Ltd. announced that they will report nine months, 2024 results on Jan 31, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings released: JP¥4.35 loss per share (vs JP¥3.09 loss in 2Q 2023)Second quarter 2024 results: JP¥4.35 loss per share (further deteriorated from JP¥3.09 loss in 2Q 2023). Revenue: JP¥14.4b (up 5.0% from 2Q 2023). Net loss: JP¥232.0m (loss widened 39% from 2Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥13.50 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
お知らせ • Sep 11Zenrin Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023Zenrin Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023
Buying Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be JP¥1,117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 8.7% in 2 years. Earnings is forecast to grow by 3.5% in the next 2 years.
New Risk • Jul 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 5.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (112% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin).
Reported Earnings • Jul 29First quarter 2024 earnings released: JP¥18.53 loss per share (vs JP¥9.89 loss in 1Q 2023)First quarter 2024 results: JP¥18.53 loss per share (further deteriorated from JP¥9.89 loss in 1Q 2023). Revenue: JP¥12.8b (up 4.4% from 1Q 2023). Net loss: JP¥989.0m (loss widened 85% from 1Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 21Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥51.41 (down from JP¥66.93 in FY 2022). Revenue: JP¥58.9b (flat on FY 2022). Net income: JP¥2.77b (down 24% from FY 2022). Profit margin: 4.7% (down from 6.2% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media 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 9% per year, which means it is significantly lagging earnings.
お知らせ • Jun 13Zenrin Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Zenrin Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥51.41 (down from JP¥66.93 in FY 2022). Revenue: JP¥58.9b (flat on FY 2022). Net income: JP¥2.77b (down 24% from FY 2022). Profit margin: 4.7% (down from 6.2% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media 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 9% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Apr 15Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥37.85 to JP¥41.79. Revenue forecast steady at JP¥58.8b. Net income forecast to grow 36% next year vs 11% growth forecast for Media industry in Japan. Consensus price target broadly unchanged at JP¥1,050. Share price rose 3.1% to JP¥840 over the past week.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.50 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
お知らせ • Feb 08Zenrin Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Zenrin Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected net sales of JPY 60,500 million, operating profit of JPY 3,000 million, profit attributable to owners of parent of JPY 2,600 million and basic earnings per share of JPY 48.16.
お知らせ • Feb 07Zenrin Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2023Zenrin Co., Ltd. provided year end dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expected year end dividend of JPY 13.50 per share compared to JPY 13.50 per share paid a year ago.
お知らせ • Feb 01Zenrin Co., Ltd. (TSE:9474) announces an Equity Buyback for 700,000 shares, representing 1.29% for ¥700 million.Zenrin Co., Ltd. (TSE:9474) announces a share repurchase program. Under the program, the company will repurchase 700,000 shares, representing 1.29% of the outstanding shares for ¥700 million. The purpose of the program is to implement agile capital policies in response to changes in the business environment, improve capital efficiency, and strengthen shareholder returns. The program will run until February 28, 2023. As of September 30, 2023, the company had 54,062,703 shares outstanding and 3,238,662 shares in treasury.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥16.43 (vs JP¥39.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.43 (down from JP¥39.27 in 3Q 2022). Revenue: JP¥14.3b (up 1.2% from 3Q 2022). Net income: JP¥883.0m (down 59% from 3Q 2022). Profit margin: 6.2% (down from 15% in 3Q 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Dec 13Zenrin Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Zenrin Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Price Target Changed • Nov 22Price target decreased to JP¥1,033Down from JP¥1,133, the current price target is an average from 3 analysts. New target price is 17% above last closing price of JP¥885. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥40.13 for next year compared to JP¥66.93 last year.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Outside Director Miki Ryu was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 09+ 2 more updatesZenrin Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Zenrin Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, The company expects dividend to be JPY 13.50 per share compared to JPY 13.50 per share a year ago.
Buying Opportunity • Nov 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be JP¥1,093, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 7.8% in 2 years. Earnings is forecast to grow by 0.5% in the next 2 years.
Reported Earnings • Oct 30Second quarter 2023 earnings released: JP¥3.09 loss per share (vs JP¥3.99 profit in 2Q 2022)Second quarter 2023 results: JP¥3.09 loss per share (down from JP¥3.99 profit in 2Q 2022). Revenue: JP¥13.7b (flat on 2Q 2022). Net loss: JP¥167.0m (down 177% from profit in 2Q 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Oct 25Zenrin Co., Ltd. Revises Earnings Guidance for the First Two Quarters Ended September 30, 2022Zenrin Co., Ltd. revised earnings guidance for the first two quarters ended September 30, 2022. For the quarters, the company revised Net sales to be JPY 25,900 million from JPY 26,200 million; Operating loss to be JPY 980 million from JPY 400 million; Loss attributable to owners of parent to be JPY 700 and Loss per share to be JPY 12.94 per share.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.5%).
お知らせ • Sep 12Zenrin Co., Ltd. to Report First Half, 2023 Results on Oct 28, 2022Zenrin Co., Ltd. announced that they will report first half, 2023 results on Oct 28, 2022
お知らせ • Aug 02+ 2 more updatesZenrin Co., Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2023Zenrin Co., Ltd. provided dividend guidance for the full year ending March 31, 2023. For the year ending, the company expects a dividend of ¥13.50 per share against ¥13.50 per share paid a year ago.
Reported Earnings • Jul 30First quarter 2023 earnings released: JP¥9.89 loss per share (vs JP¥5.44 loss in 1Q 2022)First quarter 2023 results: JP¥9.89 loss per share (down from JP¥5.44 loss in 1Q 2022). Revenue: JP¥12.3b (flat on 1Q 2022). Net loss: JP¥536.0m (loss widened 80% from 1Q 2022). Over the next year, revenue is forecast to grow 3.8%, compared to a 5.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Jul 29Zenrin Co., Ltd. (TSE:9474) announces an Equity Buyback for 500,000 shares, representing 0.92% for ¥500 million.Zenrin Co., Ltd. (TSE:9474) announces a share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 1.81% of the outstanding shares for ¥1,500 million. The purpose of the program is to implement agile capital policies in response to changes in the business environment, improve capital efficiency, and strengthen shareholder returns. The program will run until August 31, 2022. As of March 31, 2021, the company had 54,524,285 shares outstanding and 2,777,080 shares in treasury.
Reported Earnings • Jun 23Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥66.93 (up from JP¥22.52 in FY 2021). Revenue: JP¥59.1b (up 3.2% from FY 2021). Net income: JP¥3.66b (up 193% from FY 2021). Profit margin: 6.2% (up from 2.2% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Over the next year, revenue is forecast to grow 3.0%, compared to a 6.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Jun 10Zenrin Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Zenrin Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022
お知らせ • Jun 03+ 2 more updatesZenrin Co., Ltd. Announces Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 20, 2022 and Provides Dividend Guidance for the Second Quarter-End of Fiscal 2023Zenrin Co., Ltd. announced the cash dividend of JPY 13.50 per share for the fiscal year ended March 31, 2022 against JPY 12.50 per share in 2021. Scheduled date of commencement of dividend payouts: June 20, 2022.For the second quarter end of fiscal 2023, the company expects dividend of JPY 13.50 per share against JPY 12.50 per share for the same period a year ago.
Major Estimate Revision • May 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥42.58 to JP¥48.00. Revenue forecast unchanged at JP¥60.8b. Net income forecast to shrink 29% next year vs 8.0% growth forecast for Media industry in Japan . Consensus price target of JP¥1,100 unchanged from last update. Share price was steady at JP¥921 over the past week.
お知らせ • May 02Zenrin Co., Ltd., Annual General Meeting, Jun 17, 2022Zenrin Co., Ltd., Annual General Meeting, Jun 17, 2022.
Reported Earnings • Apr 30Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥66.93 (up from JP¥22.52 in FY 2021). Revenue: JP¥59.1b (up 3.2% from FY 2021). Net income: JP¥3.66b (up 193% from FY 2021). Profit margin: 6.2% (up from 2.2% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Over the next year, revenue is forecast to grow 3.7%, compared to a 3.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Apr 27Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥43.86 to JP¥51.87. Revenue forecast steady at JP¥58.8b. Net income forecast to shrink 39% next year vs 1.6% growth forecast for Media industry in Japan . Consensus price target down from JP¥1,133 to JP¥1,100. Share price fell 3.1% to JP¥934 over the past week.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). Managing Executive Officer, GM of Headquarters & Director Masami Matsuo was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
