View Future GrowthCerespo 過去の業績過去 基準チェック /26Cerespoの収益は年間平均-33.7%の割合で減少していますが、 Media業界の収益は年間 増加しています。収益は年間7.1% 4.7%割合で 減少しています。 Cerespoの自己資本利益率は7.8%であり、純利益率は5.1%です。主要情報-33.68%収益成長率-33.66%EPS成長率Media 業界の成長9.30%収益成長率-4.69%株主資本利益率7.84%ネット・マージン5.06%次回の業績アップデート13 Aug 2026最近の業績更新お知らせ • Jun 30Cerespo Co., Ltd. to Report Q1, 2027 Results on Aug 13, 2026Cerespo Co., Ltd. announced that they will report Q1, 2027 results on Aug 13, 2026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 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, 2026Reported 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.すべての更新を表示Recent updatesお知らせ • Jun 30Cerespo Co., Ltd. to Report Q1, 2027 Results on Aug 13, 2026Cerespo Co., Ltd. announced that they will report Q1, 2027 results on Aug 13, 2026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収支内訳Cerespo の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:9625 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2615,1387664,227031 Dec 2514,890-1333,913030 Sep 2514,509-6063,824030 Jun 2514,007-6843,705031 Mar 2513,667-7643,693031 Dec 2412,9532773,453030 Sep 2410,597383,406030 Jun 249,404-2233,394031 Mar 248,959-2693,328031 Dec 2312,6143313,771030 Sep 2315,2481,0423,768030 Jun 2318,5431,6333,796031 Mar 2319,9252,0733,765031 Dec 2222,7214,2233,841030 Sep 2222,3024,4263,809030 Jun 2227,6914,8203,805031 Mar 2227,0124,6363,767031 Dec 2120,6681,9073,180030 Sep 2115,6963913,081030 Jun 216,389-5692,899031 Mar 214,394-1,1072,854031 Dec 204,551-1,6913,403030 Sep 2010,094-3483,554030 Jun 2014,5643883,738031 Mar 2016,5898023,854031 Dec 1917,1651,4733,363030 Sep 1914,8017883,291030 Jun 1911,9452693,205031 Mar 1911,9753083,178031 Dec 1811,8361853,297030 Sep 1812,8844053,334030 Jun 1812,7013893,320031 Mar 1812,6073793,309031 Dec 1712,3802563,329030 Sep 1711,9592483,262030 Jun 1712,1012863,215031 Mar 1712,2723783,166031 Dec 1612,2605673,028030 Sep 1611,2543182,964030 Jun 1611,0463312,908031 Mar 1610,7422712,865031 Dec 1510,4781942,868030 Sep 1510,3992122,8170質の高い収益: 9625 非現金収入 のレベルが高いです。利益率の向上: 9625過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 9625過去 5 年間で収益を上げており、収益は年間-33.7%増加しています。成長の加速: 9625は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: 9625昨年収益を上げたため、昨年の収益成長をMedia業界 ( 25.5% ) と比較することは困難です。株主資本利益率高いROE: 9625の 自己資本利益率 ( 7.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/19 06:20終値2026/07/17 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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋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.
お知らせ • Jun 30Cerespo Co., Ltd. to Report Q1, 2027 Results on Aug 13, 2026Cerespo Co., Ltd. announced that they will report Q1, 2027 results on Aug 13, 2026
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 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
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.
お知らせ • Jun 30Cerespo Co., Ltd. to Report Q1, 2027 Results on Aug 13, 2026Cerespo Co., Ltd. announced that they will report Q1, 2027 results on Aug 13, 2026
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