Cerespo(9625)株式概要株式会社セレスポは、日本でイベント制作会社として活動している。 詳細9625 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0/6過去の実績2/6財務の健全性5/6配当金0/6報酬株価収益率( 7.7 x) JP市場( 13.7 x)を下回っています。今年は黒字化を達成 リスク分析高いレベルの非現金収入 意味のある時価総額がありません ( ¥6B )すべてのリスクチェックを見る9625 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¥1.08k63.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b27b2016201920222025202620282031Revenue JP¥11.9bEarnings JP¥602.6mAdvancedSet Fair ValueView all narrativesCerespo Co., Ltd. 競合他社GMO CommerceSymbol: TSE:410AMarket cap: JP¥5.7bEnjinSymbol: TSE:7370Market cap: JP¥5.5bBleachSymbol: TSE:9162Market cap: JP¥6.1bGlobal InformationSymbol: TSE:4171Market cap: JP¥5.0b価格と性能株価の高値、安値、推移の概要Cerespo過去の株価現在の株価JP¥1,080.0052週高値JP¥1,161.0052週安値JP¥990.00ベータ-0.161ヶ月の変化-0.74%3ヶ月変化-5.43%1年変化4.25%3年間の変化27.21%5年間の変化25.14%IPOからの変化-67.00%最新ニュース分析記事 • May 21Cerespo (TSE:9625) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfCerespo Co., Ltd.'s ( TSE:9625 ) robust earnings report didn't manage to move the market for its stock. Our analysis...Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥140 (vs JP¥140 loss in FY 2025)Full year 2026 results: EPS: JP¥140 (up from JP¥140 loss in FY 2025). Revenue: JP¥15.1b (up 11% from FY 2025). Net income: JP¥766.0m (up JP¥1.53b from FY 2025). Profit margin: 5.1% (up from net loss in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • May 14Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 10Cerespo Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Cerespo Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 18 June 2026. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.0%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥192 (vs JP¥106 in 3Q 2025)Third quarter 2026 results: EPS: JP¥192 (up from JP¥106 in 3Q 2025). Revenue: JP¥6.57b (up 6.2% from 3Q 2025). Net income: JP¥1.05b (up 82% from 3Q 2025). Profit margin: 16% (up from 9.4% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 131 percentage points per year, which is a significant difference in performance.最新情報をもっと見るRecent updates分析記事 • May 21Cerespo (TSE:9625) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfCerespo Co., Ltd.'s ( TSE:9625 ) robust earnings report didn't manage to move the market for its stock. Our analysis...Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥140 (vs JP¥140 loss in FY 2025)Full year 2026 results: EPS: JP¥140 (up from JP¥140 loss in FY 2025). Revenue: JP¥15.1b (up 11% from FY 2025). Net income: JP¥766.0m (up JP¥1.53b from FY 2025). Profit margin: 5.1% (up from net loss in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • May 14Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 10Cerespo Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Cerespo Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 18 June 2026. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.0%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥192 (vs JP¥106 in 3Q 2025)Third quarter 2026 results: EPS: JP¥192 (up from JP¥106 in 3Q 2025). Revenue: JP¥6.57b (up 6.2% from 3Q 2025). Net income: JP¥1.05b (up 82% from 3Q 2025). Profit margin: 16% (up from 9.4% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 131 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥20.81 (vs JP¥6.59 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.81 (up from JP¥6.59 in 2Q 2025). Revenue: JP¥3.45b (up 17% from 2Q 2025). Net income: JP¥114.0m (up 217% from 2Q 2025). Profit margin: 3.3% (up from 1.2% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 6.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.1% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥6.10b market cap, or US$41.3m).Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥9.88 loss per share (vs JP¥24.57 loss in 1Q 2025)First quarter 2026 results: JP¥9.88 loss per share (improved from JP¥24.57 loss in 1Q 2025). Revenue: JP¥2.57b (up 15% from 1Q 2025). Net loss: JP¥54.0m (loss narrowed 60% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 21Full year 2025 earnings released: JP¥140 loss per share (vs JP¥48.19 loss in FY 2024)Full year 2025 results: JP¥140 loss per share (further deteriorated from JP¥48.19 loss in FY 2024). Revenue: JP¥13.7b (up 53% from FY 2024). Net loss: JP¥764.0m (loss widened 184% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.お知らせ • Jun 04+ 2 more updatesCerespo Co., Ltd. to Report Q1, 2026 Results on Aug 13, 2025Cerespo Co., Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025Reported Earnings • May 18Full year 2025 earnings released: JP¥140 loss per share (vs JP¥48.19 loss in FY 2024)Full year 2025 results: JP¥140 loss per share (further deteriorated from JP¥48.19 loss in FY 2024). Revenue: JP¥13.7b (up 53% from FY 2024). Net loss: JP¥764.0m (loss widened 184% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.お知らせ • May 15Cerespo Co., Ltd., Annual General Meeting, Jun 17, 2025Cerespo Co., Ltd., Annual General Meeting, Jun 17, 2025.分析記事 • Apr 08Cerespo (TSE:9625) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.3%).お知らせ • Mar 15Cerespo Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Cerespo Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,122, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 41% over the past three years.Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥106 (vs JP¥60.81 in 3Q 2024)Third quarter 2025 results: EPS: JP¥106 (up from JP¥60.81 in 3Q 2024). Revenue: JP¥6.19b (up 61% from 3Q 2024). Net income: JP¥580.0m (up 70% from 3Q 2024). Profit margin: 9.4% (up from 8.9% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.分析記事 • Feb 13Is Cerespo (TSE:9625) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 14First quarter 2025 earnings released: JP¥24.57 loss per share (vs JP¥32.22 loss in 1Q 2024)First quarter 2025 results: JP¥24.57 loss per share (improved from JP¥32.22 loss in 1Q 2024). Revenue: JP¥2.23b (up 25% from 1Q 2024). Net loss: JP¥134.0m (loss narrowed 26% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Jun 23Full year 2024 earnings released: JP¥48.19 loss per share (vs JP¥371 profit in FY 2023)Full year 2024 results: JP¥48.19 loss per share (down from JP¥371 profit in FY 2023). Revenue: JP¥8.96b (down 55% from FY 2023). Net loss: JP¥269.0m (down 113% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • May 13Full year 2024 earnings released: JP¥48.19 loss per share (vs JP¥371 profit in FY 2023)Full year 2024 results: JP¥48.19 loss per share (down from JP¥371 profit in FY 2023). Revenue: JP¥8.96b (down 55% from FY 2023). Net loss: JP¥269.0m (down 113% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Cerespo Co., Ltd., Annual General Meeting, Jun 18, 2024Cerespo Co., Ltd., Annual General Meeting, Jun 18, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. The company last paid an ordinary dividend in November 2021. The average dividend yield among industry peers is 2.2%.お知らせ • Mar 02Cerespo Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Cerespo Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024お知らせ • Feb 13Cerespo Co., Ltd. (TSE:9625) announces an Equity Buyback for 170,000 shares, representing 3.03% for ¥170 million.Cerespo Co., Ltd. (TSE:9625) announces a share repurchase program. Under the program, the company will repurchase up to 170,000 shares, representing 3.03% of its issued share capital, for ¥ 170 million. The repurchase price will be ¥ 900 per share. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment. As of December 31, 2023, the company had 5,607,973 shares (excluding treasury stock) and 95,527 shares in treasury.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥60.81 (vs JP¥188 in 3Q 2023)Third quarter 2024 results: EPS: JP¥60.81 (down from JP¥188 in 3Q 2023). Revenue: JP¥3.84b (down 41% from 3Q 2023). Net income: JP¥341.0m (down 68% from 3Q 2023). Profit margin: 8.9% (down from 16% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥40.14 loss per share (vs JP¥65.56 profit in 2Q 2023)Second quarter 2024 results: JP¥40.14 loss per share (down from JP¥65.56 profit in 2Q 2023). Revenue: JP¥1.75b (down 65% from 2Q 2023). Net loss: JP¥225.0m (down 162% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13First quarter 2024 earnings released: JP¥32.22 loss per share (vs JP¥46.72 profit in 1Q 2023)First quarter 2024 results: JP¥32.22 loss per share (down from JP¥46.72 profit in 1Q 2023). Revenue: JP¥1.78b (down 44% from 1Q 2023). Net loss: JP¥180.0m (down 169% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥371 (vs JP¥834 in FY 2022)Full year 2023 results: EPS: JP¥371 (down from JP¥834 in FY 2022). Revenue: JP¥19.9b (down 26% from FY 2022). Net income: JP¥2.07b (down 55% from FY 2022). Profit margin: 10% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 28+ 2 more updatesCerespo Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Cerespo Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥371 (vs JP¥834 in FY 2022)Full year 2023 results: EPS: JP¥371 (down from JP¥834 in FY 2022). Revenue: JP¥19.9b (down 26% from FY 2022). Net income: JP¥2.07b (down 55% from FY 2022). Profit margin: 10% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥188 (vs JP¥226 in 3Q 2022)Third quarter 2023 results: EPS: JP¥188 (down from JP¥226 in 3Q 2022). Revenue: JP¥6.47b (up 6.9% from 3Q 2022). Net income: JP¥1.05b (down 16% from 3Q 2022). Profit margin: 16% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥65.56 (vs JP¥137 in 2Q 2022)Second quarter 2023 results: EPS: JP¥65.56 (down from JP¥137 in 2Q 2022). Revenue: JP¥5.05b (down 52% from 2Q 2022). Net income: JP¥366.0m (down 52% from 2Q 2022). Profit margin: 7.3% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Independence External Director Katsue Okuda was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 31+ 1 more updateCerespo Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Cerespo Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥46.72 (vs JP¥13.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥46.72 (up from JP¥13.71 in 1Q 2022). Revenue: JP¥3.16b (up 27% from 1Q 2022). Net income: JP¥260.0m (up 242% from 1Q 2022). Profit margin: 8.2% (up from 3.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 26Full year 2022 earnings released: EPS: JP¥834 (vs JP¥200 loss in FY 2021)Full year 2022 results: EPS: JP¥834 (up from JP¥200 loss in FY 2021). Revenue: JP¥27.0b (up JP¥22.6b from FY 2021). Net income: JP¥4.64b (up JP¥5.74b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • May 29Cerespo Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022Cerespo Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥834 (vs JP¥200 loss in FY 2021)Full year 2022 results: EPS: JP¥834 (up from JP¥200 loss in FY 2021). Revenue: JP¥27.0b (up JP¥22.6b from FY 2021). Net income: JP¥4.64b (up JP¥5.74b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Cerespo Co., Ltd., Annual General Meeting, Jun 21, 2022Cerespo Co., Ltd., Annual General Meeting, Jun 21, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent External Director Masahiro Nozue was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Cerespo Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Cerespo Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,191, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 87% over the past three years.Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥226 (up from JP¥47.08 loss in 3Q 2021). Revenue: JP¥6.05b (up 461% from 3Q 2021). Net income: JP¥1.26b (up JP¥1.52b from 3Q 2021). Profit margin: 21% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 34% share price gain to JP¥1,183, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 19x in the Media industry in Japan. Total returns to shareholders of 88% over the past three years.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥137 (vs JP¥36.09 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥10.4b (up JP¥9.31b from 2Q 2021). Net income: JP¥760.0m (up JP¥960.0m from 2Q 2021). Profit margin: 7.3% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Reported Earnings • Jun 27Full year 2021 earnings released: JP¥200 loss per share (vs JP¥291 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥4.39b (down 74% from FY 2020). Net loss: JP¥1.11b (down 238% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.Reported Earnings • May 19Full year 2021 earnings released: JP¥200 loss per share (vs JP¥291 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥4.39b (down 74% from FY 2020). Net loss: JP¥1.11b (down 238% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Mar 04Cerespo Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Cerespo Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021分析記事 • Feb 24Cerespo (TYO:9625) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Feb 17New 90-day high: JP¥761The company is up 15% from its price of JP¥661 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Media industry, which is also up 15% over the same period.Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥47.08 loss per share (vs JP¥196 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥1.08b (down 84% from 3Q 2020). Net loss: JP¥261.0m (down 124% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 18New 90-day low: JP¥583The company is down 19% from its price of JP¥720 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 3.0% over the same period.Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥36.09 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥1.13b (down 80% from 2Q 2020). Net loss: JP¥200.0m (down 137% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 17% share price gain to JP¥742, the stock is trading at a trailing P/E ratio of 5.3x, up from the previous P/E ratio of 4.5x. This compares to an average P/E of 25x in the Media industry in Japan. Total returns to shareholders over the past three years are 27%.お知らせ • Sep 03Cerespo Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Cerespo Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020お知らせ • Jun 19Cerespo Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Cerespo Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020株主還元9625JP MediaJP 市場7D0.4%-0.1%3.6%1Y4.2%3.2%41.3%株主還元を見る業界別リターン: 9625過去 1 年間で3.2 % の収益を上げたJP Media業界を上回りました。リターン対市場: 9625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 9625's price volatile compared to industry and market?9625 volatility9625 Average Weekly Movement1.8%Media Industry Average Movement5.0%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.4%安定した株価: 9625 、 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: 9625の 週次ボラティリティ ( 2% ) 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1977396Tsuyoshi Tashirowww.cerespo.co.jp株式会社セレスポは、日本でイベントプロデュース事業を展開している。イベント、プロモーション、スポーツ・競技、式典、レクリエーションなどの企画、制作、会場設営、運営、進行などを行う。また、商品・備品の企画・開発・製造・販売・レンタルも行っている。また、土木・建築設計の監理・施工、警備業務も行っている。株式会社セレスポは1977年に設立され、東京に本社を置く。もっと見るCerespo Co., Ltd. 基礎のまとめCerespo の収益と売上を時価総額と比較するとどうか。9625 基礎統計学時価総額JP¥5.89b収益(TTM)JP¥766.00m売上高(TTM)JP¥15.14b7.7xPER(株価収益率0.4xP/Sレシオ9625 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9625 損益計算書(TTM)収益JP¥15.14b売上原価JP¥9.79b売上総利益JP¥5.35bその他の費用JP¥4.58b収益JP¥766.00m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)140.47グロス・マージン35.33%純利益率5.06%有利子負債/自己資本比率5.6%9625 の長期的なパフォーマンスは?過去の実績と比較を見る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2026/05/28 08:20終値2026/05/28 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Cerespo Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Yoko MizoguchiIchiyoshi Research Institute Inc.
分析記事 • May 21Cerespo (TSE:9625) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfCerespo Co., Ltd.'s ( TSE:9625 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥140 (vs JP¥140 loss in FY 2025)Full year 2026 results: EPS: JP¥140 (up from JP¥140 loss in FY 2025). Revenue: JP¥15.1b (up 11% from FY 2025). Net income: JP¥766.0m (up JP¥1.53b from FY 2025). Profit margin: 5.1% (up from net loss in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • May 14Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 10Cerespo Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Cerespo Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 18 June 2026. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.0%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥192 (vs JP¥106 in 3Q 2025)Third quarter 2026 results: EPS: JP¥192 (up from JP¥106 in 3Q 2025). Revenue: JP¥6.57b (up 6.2% from 3Q 2025). Net income: JP¥1.05b (up 82% from 3Q 2025). Profit margin: 16% (up from 9.4% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 131 percentage points per year, which is a significant difference in performance.
分析記事 • May 21Cerespo (TSE:9625) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfCerespo Co., Ltd.'s ( TSE:9625 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥140 (vs JP¥140 loss in FY 2025)Full year 2026 results: EPS: JP¥140 (up from JP¥140 loss in FY 2025). Revenue: JP¥15.1b (up 11% from FY 2025). Net income: JP¥766.0m (up JP¥1.53b from FY 2025). Profit margin: 5.1% (up from net loss in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • May 14Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 10Cerespo Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Cerespo Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 18 June 2026. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.0%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥192 (vs JP¥106 in 3Q 2025)Third quarter 2026 results: EPS: JP¥192 (up from JP¥106 in 3Q 2025). Revenue: JP¥6.57b (up 6.2% from 3Q 2025). Net income: JP¥1.05b (up 82% from 3Q 2025). Profit margin: 16% (up from 9.4% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 131 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥20.81 (vs JP¥6.59 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.81 (up from JP¥6.59 in 2Q 2025). Revenue: JP¥3.45b (up 17% from 2Q 2025). Net income: JP¥114.0m (up 217% from 2Q 2025). Profit margin: 3.3% (up from 1.2% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.
New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 6.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.1% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥6.10b market cap, or US$41.3m).
Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥9.88 loss per share (vs JP¥24.57 loss in 1Q 2025)First quarter 2026 results: JP¥9.88 loss per share (improved from JP¥24.57 loss in 1Q 2025). Revenue: JP¥2.57b (up 15% from 1Q 2025). Net loss: JP¥54.0m (loss narrowed 60% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 21Full year 2025 earnings released: JP¥140 loss per share (vs JP¥48.19 loss in FY 2024)Full year 2025 results: JP¥140 loss per share (further deteriorated from JP¥48.19 loss in FY 2024). Revenue: JP¥13.7b (up 53% from FY 2024). Net loss: JP¥764.0m (loss widened 184% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 04+ 2 more updatesCerespo Co., Ltd. to Report Q1, 2026 Results on Aug 13, 2025Cerespo Co., Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025
Reported Earnings • May 18Full year 2025 earnings released: JP¥140 loss per share (vs JP¥48.19 loss in FY 2024)Full year 2025 results: JP¥140 loss per share (further deteriorated from JP¥48.19 loss in FY 2024). Revenue: JP¥13.7b (up 53% from FY 2024). Net loss: JP¥764.0m (loss widened 184% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Cerespo Co., Ltd., Annual General Meeting, Jun 17, 2025Cerespo Co., Ltd., Annual General Meeting, Jun 17, 2025.
分析記事 • Apr 08Cerespo (TSE:9625) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.3%).
お知らせ • Mar 15Cerespo Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Cerespo Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,122, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥106 (vs JP¥60.81 in 3Q 2024)Third quarter 2025 results: EPS: JP¥106 (up from JP¥60.81 in 3Q 2024). Revenue: JP¥6.19b (up 61% from 3Q 2024). Net income: JP¥580.0m (up 70% from 3Q 2024). Profit margin: 9.4% (up from 8.9% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 13Is Cerespo (TSE:9625) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 14First quarter 2025 earnings released: JP¥24.57 loss per share (vs JP¥32.22 loss in 1Q 2024)First quarter 2025 results: JP¥24.57 loss per share (improved from JP¥32.22 loss in 1Q 2024). Revenue: JP¥2.23b (up 25% from 1Q 2024). Net loss: JP¥134.0m (loss narrowed 26% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 23Full year 2024 earnings released: JP¥48.19 loss per share (vs JP¥371 profit in FY 2023)Full year 2024 results: JP¥48.19 loss per share (down from JP¥371 profit in FY 2023). Revenue: JP¥8.96b (down 55% from FY 2023). Net loss: JP¥269.0m (down 113% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • May 13Full year 2024 earnings released: JP¥48.19 loss per share (vs JP¥371 profit in FY 2023)Full year 2024 results: JP¥48.19 loss per share (down from JP¥371 profit in FY 2023). Revenue: JP¥8.96b (down 55% from FY 2023). Net loss: JP¥269.0m (down 113% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Cerespo Co., Ltd., Annual General Meeting, Jun 18, 2024Cerespo Co., Ltd., Annual General Meeting, Jun 18, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. The company last paid an ordinary dividend in November 2021. The average dividend yield among industry peers is 2.2%.
お知らせ • Mar 02Cerespo Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Cerespo Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
お知らせ • Feb 13Cerespo Co., Ltd. (TSE:9625) announces an Equity Buyback for 170,000 shares, representing 3.03% for ¥170 million.Cerespo Co., Ltd. (TSE:9625) announces a share repurchase program. Under the program, the company will repurchase up to 170,000 shares, representing 3.03% of its issued share capital, for ¥ 170 million. The repurchase price will be ¥ 900 per share. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment. As of December 31, 2023, the company had 5,607,973 shares (excluding treasury stock) and 95,527 shares in treasury.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥60.81 (vs JP¥188 in 3Q 2023)Third quarter 2024 results: EPS: JP¥60.81 (down from JP¥188 in 3Q 2023). Revenue: JP¥3.84b (down 41% from 3Q 2023). Net income: JP¥341.0m (down 68% from 3Q 2023). Profit margin: 8.9% (down from 16% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥40.14 loss per share (vs JP¥65.56 profit in 2Q 2023)Second quarter 2024 results: JP¥40.14 loss per share (down from JP¥65.56 profit in 2Q 2023). Revenue: JP¥1.75b (down 65% from 2Q 2023). Net loss: JP¥225.0m (down 162% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13First quarter 2024 earnings released: JP¥32.22 loss per share (vs JP¥46.72 profit in 1Q 2023)First quarter 2024 results: JP¥32.22 loss per share (down from JP¥46.72 profit in 1Q 2023). Revenue: JP¥1.78b (down 44% from 1Q 2023). Net loss: JP¥180.0m (down 169% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥371 (vs JP¥834 in FY 2022)Full year 2023 results: EPS: JP¥371 (down from JP¥834 in FY 2022). Revenue: JP¥19.9b (down 26% from FY 2022). Net income: JP¥2.07b (down 55% from FY 2022). Profit margin: 10% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 28+ 2 more updatesCerespo Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Cerespo Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥371 (vs JP¥834 in FY 2022)Full year 2023 results: EPS: JP¥371 (down from JP¥834 in FY 2022). Revenue: JP¥19.9b (down 26% from FY 2022). Net income: JP¥2.07b (down 55% from FY 2022). Profit margin: 10% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥188 (vs JP¥226 in 3Q 2022)Third quarter 2023 results: EPS: JP¥188 (down from JP¥226 in 3Q 2022). Revenue: JP¥6.47b (up 6.9% from 3Q 2022). Net income: JP¥1.05b (down 16% from 3Q 2022). Profit margin: 16% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥65.56 (vs JP¥137 in 2Q 2022)Second quarter 2023 results: EPS: JP¥65.56 (down from JP¥137 in 2Q 2022). Revenue: JP¥5.05b (down 52% from 2Q 2022). Net income: JP¥366.0m (down 52% from 2Q 2022). Profit margin: 7.3% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Independence External Director Katsue Okuda was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 31+ 1 more updateCerespo Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Cerespo Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥46.72 (vs JP¥13.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥46.72 (up from JP¥13.71 in 1Q 2022). Revenue: JP¥3.16b (up 27% from 1Q 2022). Net income: JP¥260.0m (up 242% from 1Q 2022). Profit margin: 8.2% (up from 3.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 26Full year 2022 earnings released: EPS: JP¥834 (vs JP¥200 loss in FY 2021)Full year 2022 results: EPS: JP¥834 (up from JP¥200 loss in FY 2021). Revenue: JP¥27.0b (up JP¥22.6b from FY 2021). Net income: JP¥4.64b (up JP¥5.74b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • May 29Cerespo Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022Cerespo Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥834 (vs JP¥200 loss in FY 2021)Full year 2022 results: EPS: JP¥834 (up from JP¥200 loss in FY 2021). Revenue: JP¥27.0b (up JP¥22.6b from FY 2021). Net income: JP¥4.64b (up JP¥5.74b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Cerespo Co., Ltd., Annual General Meeting, Jun 21, 2022Cerespo Co., Ltd., Annual General Meeting, Jun 21, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent External Director Masahiro Nozue was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Cerespo Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Cerespo Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,191, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 87% over the past three years.
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥226 (up from JP¥47.08 loss in 3Q 2021). Revenue: JP¥6.05b (up 461% from 3Q 2021). Net income: JP¥1.26b (up JP¥1.52b from 3Q 2021). Profit margin: 21% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 34% share price gain to JP¥1,183, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 19x in the Media industry in Japan. Total returns to shareholders of 88% over the past three years.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥137 (vs JP¥36.09 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥10.4b (up JP¥9.31b from 2Q 2021). Net income: JP¥760.0m (up JP¥960.0m from 2Q 2021). Profit margin: 7.3% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 27Full year 2021 earnings released: JP¥200 loss per share (vs JP¥291 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥4.39b (down 74% from FY 2020). Net loss: JP¥1.11b (down 238% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 19Full year 2021 earnings released: JP¥200 loss per share (vs JP¥291 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥4.39b (down 74% from FY 2020). Net loss: JP¥1.11b (down 238% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 04Cerespo Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Cerespo Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
分析記事 • Feb 24Cerespo (TYO:9625) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Feb 17New 90-day high: JP¥761The company is up 15% from its price of JP¥661 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Media industry, which is also up 15% over the same period.
Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥47.08 loss per share (vs JP¥196 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥1.08b (down 84% from 3Q 2020). Net loss: JP¥261.0m (down 124% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 18New 90-day low: JP¥583The company is down 19% from its price of JP¥720 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 3.0% over the same period.
Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥36.09 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥1.13b (down 80% from 2Q 2020). Net loss: JP¥200.0m (down 137% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 17% share price gain to JP¥742, the stock is trading at a trailing P/E ratio of 5.3x, up from the previous P/E ratio of 4.5x. This compares to an average P/E of 25x in the Media industry in Japan. Total returns to shareholders over the past three years are 27%.
お知らせ • Sep 03Cerespo Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Cerespo Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020
お知らせ • Jun 19Cerespo Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Cerespo Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020