View ValuationAViC 将来の成長Future 基準チェック /46AViC利益と収益がそれぞれ年間19.5%と15.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.9% 19.4%なると予測されています。主要情報19.5%収益成長率19.38%EPS成長率Media 収益成長16.4%収益成長率15.7%将来の株主資本利益率21.85%アナリストカバレッジLow最終更新日25 Mar 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 20Second quarter 2026 earnings released: EPS: JP¥29.50 (vs JP¥22.13 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.50 (up from JP¥22.13 in 2Q 2025). Revenue: JP¥1.04b (up 78% from 2Q 2025). Net income: JP¥187.0m (up 38% from 2Q 2025). Profit margin: 18% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan.New Risk • May 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥10.4b market cap, or US$65.5m).Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,799, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 100% over the past three years.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,532, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 43% over the past three years.Reported Earnings • Feb 16First quarter 2026 earnings released: EPS: JP¥21.62 (vs JP¥18.10 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.62 (up from JP¥18.10 in 1Q 2025). Revenue: JP¥820.0m (up 58% from 1Q 2025). Net income: JP¥137.0m (up 23% from 1Q 2025). Profit margin: 17% (down from 21% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Japan.New Risk • Feb 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥10.1b market cap, or US$66.0m).Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,734, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Media industry in Japan. Total returns to shareholders of 26% over the past three years.分析記事 • Feb 05Why You Should Care About AViC's (TSE:9554) Strong Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Reported Earnings • Dec 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥87.07 (up from JP¥50.55 in FY 2024). Revenue: JP¥2.68b (up 39% from FY 2024). Net income: JP¥539.0m (up 74% from FY 2024). Profit margin: 20% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Media industry in Japan.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,279, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 19x in the Media industry in Japan. Total returns to shareholders of 108% over the past three years.お知らせ • Dec 05AViC Co., Ltd. to Report Q1, 2026 Results on Feb 13, 2026AViC Co., Ltd. announced that they will report Q1, 2026 results on Feb 13, 2026分析記事 • Nov 21AViC's (TSE:9554) Solid Earnings Are Supported By Other Strong FactorsAViC Co., Ltd. ( TSE:9554 ) recently posted some strong earnings, and the market responded positively. We did some...Reported Earnings • Nov 18Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥87.07 (up from JP¥50.55 in FY 2024). Revenue: JP¥2.68b (up 39% from FY 2024). Net income: JP¥539.0m (up 74% from FY 2024). Profit margin: 20% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan.お知らせ • Nov 14AViC Co., Ltd., Annual General Meeting, Dec 19, 2025AViC Co., Ltd., Annual General Meeting, Dec 19, 2025.Buy Or Sell Opportunity • Oct 31Now 22% overvaluedOver the last 90 days, the stock has fallen 14% to JP¥1,884. The fair value is estimated to be JP¥1,541, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Buy Or Sell Opportunity • Sep 22Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to JP¥1,878. The fair value is estimated to be JP¥1,548, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Sep 03AViC Co., Ltd. to Report Fiscal Year 2025 Results on Nov 14, 2025AViC Co., Ltd. announced that they will report fiscal year 2025 results on Nov 14, 2025Reported Earnings • Aug 16Third quarter 2025 earnings released: EPS: JP¥17.91 (vs JP¥14.67 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.91 (up from JP¥14.67 in 3Q 2024). Revenue: JP¥698.0m (up 44% from 3Q 2024). Net income: JP¥111.0m (up 23% from 3Q 2024). Profit margin: 16% (down from 19% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in Japan.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,224, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 19x in the Media industry in Japan. Total returns to shareholders of 134% over the past year.Buy Or Sell Opportunity • Jun 06Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to JP¥1,999. The fair value is estimated to be JP¥1,612, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Jun 03AViC Co., Ltd. to Report Q3, 2025 Results on Aug 14, 2025AViC Co., Ltd. announced that they will report Q3, 2025 results on Aug 14, 2025Reported Earnings • May 19Second quarter 2025 earnings released: EPS: JP¥22.13 (vs JP¥14.67 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.13 (up from JP¥14.67 in 2Q 2024). Revenue: JP¥581.0m (up 20% from 2Q 2024). Net income: JP¥136.0m (up 51% from 2Q 2024). Profit margin: 23% (up from 19% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Japan.Buy Or Sell Opportunity • Apr 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to JP¥1,807. The fair value is estimated to be JP¥1,490, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Apr 15AViC Co., Ltd. (TSE:9554) agreed to acquire Realation Inc. from Yamashiro Yuji.AViC Co., Ltd. (TSE:9554) agreed to acquire Realation Inc. from Yamashiro Yuji on April 14, 2025. In the share exchange, the Company's shares and cash will be issued for Realation shares. Stock consideration of 0.433 shares of AViC Co., Ltd. per share will be issued. Cash consideration will not be disclosed due to confidentiality agreement. For the period ending April 30, 2024, Realation Inc. reported total revenue of ¥574 million, EBIT of ¥3 million and net income of ¥6 million. As of April 30, 2024, Realation Inc. reported total assets of ¥371 million and total common equity of ¥92 million. The transaction is subject to approval of offer by acquirer shareholders. The expected completion of the transaction is May 26, 2025.分析記事 • Apr 10AViC (TSE:9554) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Market cap is less than US$100m (JP¥8.83b market cap, or US$60.4m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,439, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Media industry in Japan. Total returns to shareholders of 47% over the past year.お知らせ • Mar 29AViC Co., Ltd. to Report Q2, 2025 Results on May 15, 2025AViC Co., Ltd. announced that they will report Q2, 2025 results on May 15, 2025分析記事 • Feb 24AViC (TSE:9554) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 29Does AViC (TSE:9554) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,540, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Media industry in Japan. Total returns to shareholders of 73% over the past year.分析記事 • Dec 27Returns On Capital At AViC (TSE:9554) Paint A Concerning PictureWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • Dec 27Investors Appear Satisfied With AViC Co., Ltd.'s (TSE:9554) Prospects As Shares Rocket 30%AViC Co., Ltd. ( TSE:9554 ) shareholders have had their patience rewarded with a 30% share price jump in the last...New Risk • Dec 10New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥6.86b market cap, or US$45.4m).Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,189, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 80% over the past year.お知らせ • Nov 14AViC Co., Ltd., Annual General Meeting, Dec 20, 2024AViC Co., Ltd., Annual General Meeting, Dec 20, 2024.Buy Or Sell Opportunity • Oct 30Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥1,017. The fair value is estimated to be JP¥845, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Buy Or Sell Opportunity • Sep 18Now 20% overvaluedOver the last 90 days, the stock has fallen 1.1% to JP¥1,030. The fair value is estimated to be JP¥858, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.分析記事 • Sep 04Why Investors Shouldn't Be Surprised By AViC Co., Ltd.'s (TSE:9554) 37% Share Price SurgeAViC Co., Ltd. ( TSE:9554 ) shares have had a really impressive month, gaining 37% after a shaky period beforehand...Buy Or Sell Opportunity • Aug 26Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,040. The fair value is estimated to be JP¥862, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Reported Earnings • Aug 19Third quarter 2024 earnings released: EPS: JP¥11.09 (vs JP¥8.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥11.09 (up from JP¥8.66 in 3Q 2023). Revenue: JP¥464.0m (up 30% from 3Q 2023). Net income: JP¥68.0m (up 36% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan.分析記事 • Aug 07These 4 Measures Indicate That AViC (TSE:9554) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to JP¥731, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Media industry in Japan. Total loss to shareholders of 25% over the past year.Buy Or Sell Opportunity • Aug 05Now 38% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to JP¥731. The fair value is estimated to be JP¥1,183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last year. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.お知らせ • Jul 08AViC Co., Ltd. to Report Q3, 2024 Results on Aug 14, 2024AViC Co., Ltd. announced that they will report Q3, 2024 results on Aug 14, 2024分析記事 • Jun 27A Look At The Fair Value Of AViC Co., Ltd. (TSE:9554)Key Insights AViC's estimated fair value is JP¥1,031 based on 2 Stage Free Cash Flow to Equity Current share price of...Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,190, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 28% over the past year.分析記事 • May 22We Think You Should Be Aware Of Some Concerning Factors In AViC's (TSE:9554) EarningsAViC Co., Ltd.'s ( TSE:9554 ) robust recent earnings didn't do much to move the stock. We believe that shareholders...Reported Earnings • May 21Second quarter 2024 earnings released: EPS: JP¥16.14 (vs JP¥11.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.14 (up from JP¥11.50 in 2Q 2023). Revenue: JP¥511.0m (up 29% from 2Q 2023). Net income: JP¥99.0m (up 50% from 2Q 2023). Profit margin: 19% (up from 17% in 2Q 2023). The increase in margin was driven by higher revenue.お知らせ • Mar 28AViC Co., Ltd. to Report Q2, 2024 Results on May 15, 2024AViC Co., Ltd. announced that they will report Q2, 2024 results on May 15, 2024New Risk • Mar 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥5.91b market cap, or US$40.3m).Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥981, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 5.7% over the past year.Reported Earnings • Feb 17First quarter 2024 earnings released: EPS: JP¥8.65 (vs JP¥6.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥8.65 (up from JP¥6.84 in 1Q 2023). Revenue: JP¥475.0m (up 42% from 1Q 2023). Net income: JP¥53.0m (up 36% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023).Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥935, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 24% over the past year.お知らせ • Dec 28AViC Co., Ltd. to Report Q1, 2024 Results on Feb 14, 2024AViC Co., Ltd. announced that they will report Q1, 2024 results on Feb 14, 2024Reported Earnings • Nov 19Full year 2023 earnings released: EPS: JP¥38.11 (vs JP¥40.50 in FY 2022)Full year 2023 results: EPS: JP¥38.11 (down from JP¥40.50 in FY 2022). Revenue: JP¥1.49b (up 20% from FY 2022). Net income: JP¥219.0m (down 3.1% from FY 2022). Profit margin: 15% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses.お知らせ • Nov 17AViC Co., Ltd., Annual General Meeting, Dec 26, 2023AViC Co., Ltd., Annual General Meeting, Dec 26, 2023.お知らせ • Oct 05AViC Co., Ltd. to Report Fiscal Year 2023 Results on Nov 14, 2023AViC Co., Ltd. announced that they will report fiscal year 2023 results on Nov 14, 2023New Risk • Aug 16New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥4.46b market cap, or US$30.7m).Reported Earnings • Aug 16Third quarter 2023 earnings released: EPS: JP¥8.66 (vs JP¥14.58 in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.66 (down from JP¥14.58 in 3Q 2022). Revenue: JP¥356.0m (down 4.0% from 3Q 2022). Net income: JP¥50.0m (down 40% from 3Q 2022). Profit margin: 14% (down from 22% in 3Q 2022). The decrease in margin was primarily driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥784, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 26% over the past year.Buying Opportunity • Aug 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be JP¥1,179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 39%.お知らせ • Jun 03AViC Co., Ltd. to Report Q3, 2023 Results on Aug 14, 2023AViC Co., Ltd. announced that they will report Q3, 2023 results on Aug 14, 2023Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥868, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 15x in the Media industry in Japan.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥985, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 15x in the Media industry in Japan.Reported Earnings • Feb 16First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: JP¥6.84. Net income: JP¥39.0m (up JP¥39.0m from 1Q 2022).Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,442, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 14x in the Media industry in Japan.Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥40.50 (vs JP¥14.08 in FY 2021)Full year 2022 results: EPS: JP¥40.50 (up from JP¥14.08 in FY 2021). Revenue: JP¥1.25b (down 6.3% from FY 2021). Net income: JP¥226.0m (up 190% from FY 2021). Profit margin: 18% (up from 5.9% in FY 2021). The increase in margin was driven by lower expenses.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,185, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 14x in the Media industry in Japan.Reported Earnings • Nov 16Full year 2022 earnings released: EPS: JP¥40.50 (vs JP¥14.08 in FY 2021)Full year 2022 results: EPS: JP¥40.50 (up from JP¥14.08 in FY 2021). Revenue: JP¥1.25b (down 6.3% from FY 2021). Net income: JP¥226.0m (up 190% from FY 2021). Profit margin: 18% (up from 5.9% in FY 2021). The increase in margin was driven by lower expenses.お知らせ • Nov 16AViC Co., Ltd., Annual General Meeting, Dec 23, 2022AViC Co., Ltd., Annual General Meeting, Dec 23, 2022.Board Change • Nov 16Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). CFO & Director Makoto Sasano is the most experienced director on the board, commencing their role in 2020. Independent Outside Director Daisuke Asai 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. Lack of experienced directors.お知らせ • Aug 07AViC Co., Ltd. to Report Q3, 2022 Results on Aug 10, 2022AViC Co., Ltd. announced that they will report Q3, 2022 results on Aug 10, 2022Board Change • Jun 30Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Daisuke Asai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測TSE:9554 - 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9/30/20285,3001,200N/A1,44219/30/20274,500920N/A1,12819/30/20263,700750N/A67013/31/20263,437616641671N/A12/31/20252,982565N/AN/AN/A9/30/20252,680539640666N/A6/30/20252,281448N/AN/AN/A3/31/20252,047405363370N/A12/31/20241,977368N/AN/AN/A9/30/20241,934310254319N/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: 9554の予測収益成長率 (年間19.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 9554の収益 ( 19.5% ) 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: 9554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: 9554の収益 ( 15.7% ) JP市場 ( 5.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 9554の収益 ( 15.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9554の 自己資本利益率 は、3年後には高くなると予測されています ( 21.9 %)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 13:41終値2026/05/21 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク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AViC Co., Ltd. 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。1 アナリスト機関Hiroshi NayaIchiyoshi Research Institute Inc.
Reported Earnings • May 20Second quarter 2026 earnings released: EPS: JP¥29.50 (vs JP¥22.13 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.50 (up from JP¥22.13 in 2Q 2025). Revenue: JP¥1.04b (up 78% from 2Q 2025). Net income: JP¥187.0m (up 38% from 2Q 2025). Profit margin: 18% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan.
New Risk • May 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥10.4b market cap, or US$65.5m).
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,799, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 100% over the past three years.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,532, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Feb 16First quarter 2026 earnings released: EPS: JP¥21.62 (vs JP¥18.10 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.62 (up from JP¥18.10 in 1Q 2025). Revenue: JP¥820.0m (up 58% from 1Q 2025). Net income: JP¥137.0m (up 23% from 1Q 2025). Profit margin: 17% (down from 21% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Japan.
New Risk • Feb 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥10.1b market cap, or US$66.0m).
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,734, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Media industry in Japan. Total returns to shareholders of 26% over the past three years.
分析記事 • Feb 05Why You Should Care About AViC's (TSE:9554) Strong Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Reported Earnings • Dec 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥87.07 (up from JP¥50.55 in FY 2024). Revenue: JP¥2.68b (up 39% from FY 2024). Net income: JP¥539.0m (up 74% from FY 2024). Profit margin: 20% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Media industry in Japan.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,279, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 19x in the Media industry in Japan. Total returns to shareholders of 108% over the past three years.
お知らせ • Dec 05AViC Co., Ltd. to Report Q1, 2026 Results on Feb 13, 2026AViC Co., Ltd. announced that they will report Q1, 2026 results on Feb 13, 2026
分析記事 • Nov 21AViC's (TSE:9554) Solid Earnings Are Supported By Other Strong FactorsAViC Co., Ltd. ( TSE:9554 ) recently posted some strong earnings, and the market responded positively. We did some...
Reported Earnings • Nov 18Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥87.07 (up from JP¥50.55 in FY 2024). Revenue: JP¥2.68b (up 39% from FY 2024). Net income: JP¥539.0m (up 74% from FY 2024). Profit margin: 20% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan.
お知らせ • Nov 14AViC Co., Ltd., Annual General Meeting, Dec 19, 2025AViC Co., Ltd., Annual General Meeting, Dec 19, 2025.
Buy Or Sell Opportunity • Oct 31Now 22% overvaluedOver the last 90 days, the stock has fallen 14% to JP¥1,884. The fair value is estimated to be JP¥1,541, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Buy Or Sell Opportunity • Sep 22Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to JP¥1,878. The fair value is estimated to be JP¥1,548, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Sep 03AViC Co., Ltd. to Report Fiscal Year 2025 Results on Nov 14, 2025AViC Co., Ltd. announced that they will report fiscal year 2025 results on Nov 14, 2025
Reported Earnings • Aug 16Third quarter 2025 earnings released: EPS: JP¥17.91 (vs JP¥14.67 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.91 (up from JP¥14.67 in 3Q 2024). Revenue: JP¥698.0m (up 44% from 3Q 2024). Net income: JP¥111.0m (up 23% from 3Q 2024). Profit margin: 16% (down from 19% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in Japan.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,224, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 19x in the Media industry in Japan. Total returns to shareholders of 134% over the past year.
Buy Or Sell Opportunity • Jun 06Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to JP¥1,999. The fair value is estimated to be JP¥1,612, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Jun 03AViC Co., Ltd. to Report Q3, 2025 Results on Aug 14, 2025AViC Co., Ltd. announced that they will report Q3, 2025 results on Aug 14, 2025
Reported Earnings • May 19Second quarter 2025 earnings released: EPS: JP¥22.13 (vs JP¥14.67 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.13 (up from JP¥14.67 in 2Q 2024). Revenue: JP¥581.0m (up 20% from 2Q 2024). Net income: JP¥136.0m (up 51% from 2Q 2024). Profit margin: 23% (up from 19% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Japan.
Buy Or Sell Opportunity • Apr 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to JP¥1,807. The fair value is estimated to be JP¥1,490, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Apr 15AViC Co., Ltd. (TSE:9554) agreed to acquire Realation Inc. from Yamashiro Yuji.AViC Co., Ltd. (TSE:9554) agreed to acquire Realation Inc. from Yamashiro Yuji on April 14, 2025. In the share exchange, the Company's shares and cash will be issued for Realation shares. Stock consideration of 0.433 shares of AViC Co., Ltd. per share will be issued. Cash consideration will not be disclosed due to confidentiality agreement. For the period ending April 30, 2024, Realation Inc. reported total revenue of ¥574 million, EBIT of ¥3 million and net income of ¥6 million. As of April 30, 2024, Realation Inc. reported total assets of ¥371 million and total common equity of ¥92 million. The transaction is subject to approval of offer by acquirer shareholders. The expected completion of the transaction is May 26, 2025.
分析記事 • Apr 10AViC (TSE:9554) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Market cap is less than US$100m (JP¥8.83b market cap, or US$60.4m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,439, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Media industry in Japan. Total returns to shareholders of 47% over the past year.
お知らせ • Mar 29AViC Co., Ltd. to Report Q2, 2025 Results on May 15, 2025AViC Co., Ltd. announced that they will report Q2, 2025 results on May 15, 2025
分析記事 • Feb 24AViC (TSE:9554) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jan 29Does AViC (TSE:9554) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,540, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Media industry in Japan. Total returns to shareholders of 73% over the past year.
分析記事 • Dec 27Returns On Capital At AViC (TSE:9554) Paint A Concerning PictureWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
分析記事 • Dec 27Investors Appear Satisfied With AViC Co., Ltd.'s (TSE:9554) Prospects As Shares Rocket 30%AViC Co., Ltd. ( TSE:9554 ) shareholders have had their patience rewarded with a 30% share price jump in the last...
New Risk • Dec 10New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥6.86b market cap, or US$45.4m).
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,189, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 80% over the past year.
お知らせ • Nov 14AViC Co., Ltd., Annual General Meeting, Dec 20, 2024AViC Co., Ltd., Annual General Meeting, Dec 20, 2024.
Buy Or Sell Opportunity • Oct 30Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥1,017. The fair value is estimated to be JP¥845, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Buy Or Sell Opportunity • Sep 18Now 20% overvaluedOver the last 90 days, the stock has fallen 1.1% to JP¥1,030. The fair value is estimated to be JP¥858, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
分析記事 • Sep 04Why Investors Shouldn't Be Surprised By AViC Co., Ltd.'s (TSE:9554) 37% Share Price SurgeAViC Co., Ltd. ( TSE:9554 ) shares have had a really impressive month, gaining 37% after a shaky period beforehand...
Buy Or Sell Opportunity • Aug 26Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,040. The fair value is estimated to be JP¥862, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Aug 19Third quarter 2024 earnings released: EPS: JP¥11.09 (vs JP¥8.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥11.09 (up from JP¥8.66 in 3Q 2023). Revenue: JP¥464.0m (up 30% from 3Q 2023). Net income: JP¥68.0m (up 36% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan.
分析記事 • Aug 07These 4 Measures Indicate That AViC (TSE:9554) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to JP¥731, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Media industry in Japan. Total loss to shareholders of 25% over the past year.
Buy Or Sell Opportunity • Aug 05Now 38% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to JP¥731. The fair value is estimated to be JP¥1,183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last year. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
お知らせ • Jul 08AViC Co., Ltd. to Report Q3, 2024 Results on Aug 14, 2024AViC Co., Ltd. announced that they will report Q3, 2024 results on Aug 14, 2024
分析記事 • Jun 27A Look At The Fair Value Of AViC Co., Ltd. (TSE:9554)Key Insights AViC's estimated fair value is JP¥1,031 based on 2 Stage Free Cash Flow to Equity Current share price of...
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,190, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 28% over the past year.
分析記事 • May 22We Think You Should Be Aware Of Some Concerning Factors In AViC's (TSE:9554) EarningsAViC Co., Ltd.'s ( TSE:9554 ) robust recent earnings didn't do much to move the stock. We believe that shareholders...
Reported Earnings • May 21Second quarter 2024 earnings released: EPS: JP¥16.14 (vs JP¥11.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.14 (up from JP¥11.50 in 2Q 2023). Revenue: JP¥511.0m (up 29% from 2Q 2023). Net income: JP¥99.0m (up 50% from 2Q 2023). Profit margin: 19% (up from 17% in 2Q 2023). The increase in margin was driven by higher revenue.
お知らせ • Mar 28AViC Co., Ltd. to Report Q2, 2024 Results on May 15, 2024AViC Co., Ltd. announced that they will report Q2, 2024 results on May 15, 2024
New Risk • Mar 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥5.91b market cap, or US$40.3m).
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥981, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 5.7% over the past year.
Reported Earnings • Feb 17First quarter 2024 earnings released: EPS: JP¥8.65 (vs JP¥6.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥8.65 (up from JP¥6.84 in 1Q 2023). Revenue: JP¥475.0m (up 42% from 1Q 2023). Net income: JP¥53.0m (up 36% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023).
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥935, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 24% over the past year.
お知らせ • Dec 28AViC Co., Ltd. to Report Q1, 2024 Results on Feb 14, 2024AViC Co., Ltd. announced that they will report Q1, 2024 results on Feb 14, 2024
Reported Earnings • Nov 19Full year 2023 earnings released: EPS: JP¥38.11 (vs JP¥40.50 in FY 2022)Full year 2023 results: EPS: JP¥38.11 (down from JP¥40.50 in FY 2022). Revenue: JP¥1.49b (up 20% from FY 2022). Net income: JP¥219.0m (down 3.1% from FY 2022). Profit margin: 15% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses.
お知らせ • Nov 17AViC Co., Ltd., Annual General Meeting, Dec 26, 2023AViC Co., Ltd., Annual General Meeting, Dec 26, 2023.
お知らせ • Oct 05AViC Co., Ltd. to Report Fiscal Year 2023 Results on Nov 14, 2023AViC Co., Ltd. announced that they will report fiscal year 2023 results on Nov 14, 2023
New Risk • Aug 16New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥4.46b market cap, or US$30.7m).
Reported Earnings • Aug 16Third quarter 2023 earnings released: EPS: JP¥8.66 (vs JP¥14.58 in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.66 (down from JP¥14.58 in 3Q 2022). Revenue: JP¥356.0m (down 4.0% from 3Q 2022). Net income: JP¥50.0m (down 40% from 3Q 2022). Profit margin: 14% (down from 22% in 3Q 2022). The decrease in margin was primarily driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥784, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 26% over the past year.
Buying Opportunity • Aug 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be JP¥1,179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 39%.
お知らせ • Jun 03AViC Co., Ltd. to Report Q3, 2023 Results on Aug 14, 2023AViC Co., Ltd. announced that they will report Q3, 2023 results on Aug 14, 2023
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥868, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 15x in the Media industry in Japan.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥985, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 15x in the Media industry in Japan.
Reported Earnings • Feb 16First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: JP¥6.84. Net income: JP¥39.0m (up JP¥39.0m from 1Q 2022).
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,442, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 14x in the Media industry in Japan.
Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥40.50 (vs JP¥14.08 in FY 2021)Full year 2022 results: EPS: JP¥40.50 (up from JP¥14.08 in FY 2021). Revenue: JP¥1.25b (down 6.3% from FY 2021). Net income: JP¥226.0m (up 190% from FY 2021). Profit margin: 18% (up from 5.9% in FY 2021). The increase in margin was driven by lower expenses.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,185, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 14x in the Media industry in Japan.
Reported Earnings • Nov 16Full year 2022 earnings released: EPS: JP¥40.50 (vs JP¥14.08 in FY 2021)Full year 2022 results: EPS: JP¥40.50 (up from JP¥14.08 in FY 2021). Revenue: JP¥1.25b (down 6.3% from FY 2021). Net income: JP¥226.0m (up 190% from FY 2021). Profit margin: 18% (up from 5.9% in FY 2021). The increase in margin was driven by lower expenses.
お知らせ • Nov 16AViC Co., Ltd., Annual General Meeting, Dec 23, 2022AViC Co., Ltd., Annual General Meeting, Dec 23, 2022.
Board Change • Nov 16Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). CFO & Director Makoto Sasano is the most experienced director on the board, commencing their role in 2020. Independent Outside Director Daisuke Asai 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. Lack of experienced directors.
お知らせ • Aug 07AViC Co., Ltd. to Report Q3, 2022 Results on Aug 10, 2022AViC Co., Ltd. announced that they will report Q3, 2022 results on Aug 10, 2022
Board Change • Jun 30Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Daisuke Asai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.