View ValuationPapyless 将来の成長Future 基準チェック /06現在、 Papylessの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Specialty Retail 収益成長9.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • 21hFull year 2026 earnings released: JP¥0.46 loss per share (vs JP¥16.90 loss in FY 2025)Full year 2026 results: JP¥0.46 loss per share (improved from JP¥16.90 loss in FY 2025). Revenue: JP¥14.7b (down 6.5% from FY 2025). Net loss: JP¥4.00m (loss narrowed 98% from FY 2025). Profit margin: 0% (up from net loss in FY 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.4%).Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥7.17 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.17 (up from JP¥2.76 in 3Q 2025). Revenue: JP¥3.60b (down 7.3% from 3Q 2025). Net income: JP¥62.0m (up 130% from 3Q 2025). Profit margin: 1.7% (up from 0.7% in 3Q 2025). The increase in margin was driven by lower expenses. 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.お知らせ • Dec 20Papyless Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Papyless Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥7.19 (vs JP¥40.45 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.19 (up from JP¥40.45 loss in 2Q 2025). Revenue: JP¥3.86b (down 7.2% from 2Q 2025). Net income: JP¥62.0m (up JP¥461.0m from 2Q 2025). Profit margin: 1.6% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • Sep 06Papyless Co., Ltd. to Report Q2, 2026 Results on Nov 10, 2025Papyless Co., Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥0.12 (vs JP¥18.95 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.12 (down from JP¥18.95 in 1Q 2025). Revenue: JP¥3.60b (down 10% from 1Q 2025). Net income: JP¥1.00m (down 100% from 1Q 2025). Profit margin: 0% (down from 4.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Jun 17Papyless Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Papyless Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 20Full year 2025 earnings released: JP¥16.90 loss per share (vs JP¥21.87 profit in FY 2024)Full year 2025 results: JP¥16.90 loss per share (down from JP¥21.87 profit in FY 2024). Revenue: JP¥15.8b (down 8.2% from FY 2024). Net loss: JP¥164.0m (down 176% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2025Papyless Co., Ltd., Annual General Meeting, Jun 25, 2025.Buy Or Sell Opportunity • Apr 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to JP¥862. The fair value is estimated to be JP¥1,080, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).お知らせ • Mar 07Papyless Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Papyless Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Buy Or Sell Opportunity • Feb 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥906. The fair value is estimated to be JP¥1,137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥2.76 (vs JP¥1.40 in 3Q 2024)Third quarter 2025 results: EPS: JP¥2.76 (up from JP¥1.40 in 3Q 2024). Revenue: JP¥3.88b (down 5.9% from 3Q 2024). Net income: JP¥27.0m (up 93% from 3Q 2024). Profit margin: 0.7% (up from 0.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Dec 12Papyless Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Papyless Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥40.45 loss per share (vs JP¥1.79 profit in 2Q 2024)Second quarter 2025 results: JP¥40.45 loss per share (down from JP¥1.79 profit in 2Q 2024). Revenue: JP¥4.16b (down 10.0% from 2Q 2024). Net loss: JP¥399.0m (down JP¥417.0m from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Oct 01Papyless Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Papyless Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024お知らせ • Aug 16Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 600,000 shares, representing 6.02% for ¥700 million.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 6.02% of its issued share capital, for ¥700 million. The purpose of the acquisition of treasury stock is to implement a flexible capital policy that responds to changes in the business environment.. The program will be valid till March 21, 2025. As of August 15, 2024, the company had 9,970,063 issued shares and 356,817 shares in treasury.Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥18.95 (vs JP¥2.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥18.95 (up from JP¥2.59 in 1Q 2024). Revenue: JP¥4.01b (down 7.9% from 1Q 2024). Net income: JP¥187.0m (up JP¥162.0m from 1Q 2024). Profit margin: 4.7% (up from 0.6% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Jun 06Papyless Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Papyless Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥21.87 (vs JP¥71.65 in FY 2023)Full year 2024 results: EPS: JP¥21.87 (down from JP¥71.65 in FY 2023). Revenue: JP¥17.2b (down 7.8% from FY 2023). Net income: JP¥217.0m (down 67% from FY 2023). Profit margin: 1.3% (down from 3.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.お知らせ • May 17Papyless Co., Ltd., Annual General Meeting, Jun 26, 2024Papyless Co., Ltd., Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).お知らせ • Mar 03Papyless Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Papyless Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024お知らせ • Feb 15Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 500,000 shares, representing 4.97% of its issued share capital.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.97% of its issued share capital, for ¥700 million. The purpose of the acquisition of treasury stock is to implement a flexible capital policy. The program will be valid till August 31, 2024. As of February 15, 2024, the company had 10,064,963 issued shares and 261,917 shares in treasury.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥1.40 (vs JP¥9.91 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.40 (down from JP¥9.91 in 3Q 2023). Revenue: JP¥4.12b (down 7.7% from 3Q 2023). Net income: JP¥14.0m (down 85% from 3Q 2023). Profit margin: 0.3% (down from 2.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Dec 03Papyless Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Papyless Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (2.7% net profit margin). Shareholders have been diluted in the past year (9.4% increase in shares outstanding). Market cap is less than US$100m (JP¥8.78b market cap, or US$58.0m).お知らせ • Sep 24Papyless Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Papyless Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥2.59 (vs JP¥13.78 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.59 (down from JP¥13.78 in 1Q 2023). Revenue: JP¥4.36b (down 10% from 1Q 2023). Net income: JP¥25.0m (down 80% from 1Q 2023). Profit margin: 0.6% (down from 2.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year whereas the company’s share price has fallen by 31% per year.お知らせ • Aug 11Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 500,000 shares, representing 4.88% for ¥700 million.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.88% of its issued share capital for ¥700 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, we will acquire treasury stock. The program is valid till February 29, 2024. As of August 10, 2023, the company had 10,245,963 shares issued (excluding treasury stock) and 80,917 shares in treasury.New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.5% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (JP¥8.87b market cap, or US$63.7m).お知らせ • Jun 18Papyless Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Papyless Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥71.65 (vs JP¥78.15 in FY 2022)Full year 2023 results: EPS: JP¥71.65 (down from JP¥78.15 in FY 2022). Revenue: JP¥18.6b (down 10.0% from FY 2022). Net income: JP¥657.0m (down 13% from FY 2022). Profit margin: 3.5% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 21% per year.お知らせ • May 17Papyless Co., Ltd., Annual General Meeting, Jun 26, 2023Papyless Co., Ltd., Annual General Meeting, Jun 26, 2023.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,076, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 48% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥9.91 (vs JP¥31.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.91 (down from JP¥31.42 in 3Q 2022). Revenue: JP¥4.46b (down 7.4% from 3Q 2022). Net income: JP¥91.0m (down 70% from 3Q 2022). Profit margin: 2.0% (down from 6.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.お知らせ • Dec 04Papyless Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Papyless Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥9.71 (vs JP¥6.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.71 (up from JP¥6.32 in 2Q 2022). Revenue: JP¥4.93b (down 10.0% from 2Q 2022). Net income: JP¥89.0m (up 44% from 2Q 2022). Profit margin: 1.8% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than 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. 6 non-independent directors. Corporate Auditor Kiyohito Saito was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥9.71 (vs JP¥6.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.71 (up from JP¥6.32 in 2Q 2022). Revenue: JP¥4.93b (down 10.0% from 2Q 2022). Net income: JP¥89.0m (up 44% from 2Q 2022). Profit margin: 1.8% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 03Papyless Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Papyless Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥13.78 (vs JP¥13.15 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.78. Revenue: JP¥4.85b (down 12% from 1Q 2022). Net income: JP¥126.0m (down 3.1% from 1Q 2022). Profit margin: 2.6% (up from 2.4% in 1Q 2022). The increase in margin was driven by lower expenses.お知らせ • Jul 01Papyless Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Papyless Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022お知らせ • May 18Papyless Co., Ltd., Annual General Meeting, Jun 24, 2022Papyless Co., Ltd., Annual General Meeting, Jun 24, 2022.Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥78.14 (vs JP¥156 in FY 2021)Full year 2022 results: EPS: JP¥78.14 (down from JP¥156 in FY 2021). Revenue: JP¥20.7b (down 19% from FY 2021). Net income: JP¥751.0m (down 51% from FY 2021). Profit margin: 3.6% (down from 6.1% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Buying Opportunity • May 02Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be JP¥1,581, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 2.9%.Board Change • Apr 27No 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. 6 non-independent directors. Corporate Auditor Kiyohito Saito was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07Papyless Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Papyless Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.1%).Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥31.41 (down from JP¥54.56 in 3Q 2021). Revenue: JP¥4.82b (down 21% from 3Q 2021). Net income: JP¥298.0m (down 45% from 3Q 2021). Profit margin: 6.2% (down from 8.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 16Papyless Co., Ltd. (JASDAQ:3641) announces an Equity Buyback for 300,000 shares, representing 3.12% for ¥500 million.Papyless Co., Ltd. (JASDAQ:3641) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 3.12% of its issued share capital for ¥500 million. The purpose of the program is to carry out a flexible capital policy in response to changes in the business environment. The program is valid till March 31, 2022. As of December 15, 2021, the company had 9,615,186 shares issued (excluding treasury stock) and 711,694 shares in treasury.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥6.32 (vs JP¥38.57 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.48b (down 16% from 2Q 2021). Net income: JP¥62.0m (down 84% from 2Q 2021). Profit margin: 1.1% (down from 5.8% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥13.15 (vs JP¥44.63 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.52b (down 18% from 1Q 2021). Net income: JP¥130.0m (down 70% from 1Q 2021). Profit margin: 2.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Aug 11Papyless Co., Ltd. (JASDAQ:3641) announces an Equity Buyback for 250,000 shares, representing 2.47% for ¥500 million.Papyless Co., Ltd. (JASDAQ:3641) announces a share repurchase program. Under the program, the company will repurchase 250,000 shares, representing 2.47% of the outstanding shares for ¥500 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program will run until February 10, 2022. As of August 10, 2021, the company had 10,115,186 shares outstanding and 211,694 shares in treasury.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥156 (vs JP¥97.45 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥25.4b (up 8.8% from FY 2020). Net income: JP¥1.54b (up 60% from FY 2020). Profit margin: 6.1% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Mar 28Papyless (TYO:3641) Is Aiming To Keep Up Its Impressive ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (0.7%).分析記事 • Mar 09What You Need To Know About Papyless Co., Ltd.'s (TYO:3641) Investor CompositionThe big shareholder groups in Papyless Co., Ltd. ( TYO:3641 ) have power over the company. Institutions will often hold...Is New 90 Day High Low • Feb 24New 90-day low: JP¥2,165The company is down 6.0% from its price of JP¥2,315 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 14% over the same period.分析記事 • Feb 19If You Like EPS Growth Then Check Out Papyless (TYO:3641) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥54.55 (vs JP¥22.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.14b (up 5.2% from 3Q 2020). Net income: JP¥539.0m (up 144% from 3Q 2020). Profit margin: 8.8% (up from 3.8% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.分析記事 • Feb 01The Papyless (TYO:3641) Share Price Has Gained 199%, So Why Not Pay It Some Attention?Papyless Co., Ltd. ( TYO:3641 ) shareholders might be concerned after seeing the share price drop 14% in the last...Is New 90 Day High Low • Jan 28New 90-day low: JP¥2,180The company is down 18% from its price of JP¥2,656 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 2.0% over the same period.分析記事 • Jan 14Papyless Co., Ltd.'s (TYO:3641) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?With its stock down 18% over the past three months, it is easy to disregard Papyless (TYO:3641). However, a closer look...Is New 90 Day High Low • Dec 28New 90-day low: JP¥2,231The company is down 24% from its price of JP¥2,919 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 9.0% over the same period.分析記事 • Dec 27Our Take On The Returns On Capital At Papyless (TYO:3641)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...お知らせ • Dec 11Papyless Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Papyless Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021分析記事 • Dec 09Do Institutions Own Papyless Co., Ltd. (TYO:3641) Shares?Every investor in Papyless Co., Ltd. ( TYO:3641 ) should be aware of the most powerful shareholder groups. Large...Is New 90 Day High Low • Dec 07New 90-day low: JP¥2,257The company is down 16% from its price of JP¥2,701 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is flat over the same period.分析記事 • Nov 21Should You Be Adding Papyless (TYO:3641) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥38.57The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥6.54b (up 12% from 2Q 2020). Net income: JP¥380.0m (up 88% from 2Q 2020). Profit margin: 5.8% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue. 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 12% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Nov 02New 90-day low: JP¥2,563The company is down 4.0% from its price of JP¥2,668 on 04 August 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 4.0% over the same period.Is New 90 Day High Low • Oct 15New 90-day high: JP¥2,935The company is up 21% from its price of JP¥2,416 on 17 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 34% over the same period.Is New 90 Day High Low • Sep 25New 90-day high: JP¥2,891The company is up 18% from its price of JP¥2,452 on 26 June 2020. The Japanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 27% over the same period.お知らせ • Sep 12Papyless Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020Papyless Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020お知らせ • Jun 29Papyless Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Papyless Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020分析記事 • Jun 18Are Papyless Co., Ltd.’s (TYO:3641) High Returns Really That Great?Today we are going to look at Papyless Co., Ltd. (TYO:3641) to see whether it might be an attractive investment... このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Papyless は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:3641 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202614,740-4418421N/A12/31/202514,771146N/AN/AN/A9/30/202515,054111-66-63N/A6/30/202515,352-350N/AN/AN/A3/31/202515,768-164-576-573N/A12/31/202416,126-25N/AN/AN/A9/30/202416,368-38502506N/A6/30/202416,830379N/AN/AN/A3/31/202417,175217687691N/A12/31/202317,476408N/AN/AN/A9/30/202317,818485-445-443N/A6/30/202318,131556N/AN/AN/A3/31/202318,626657-614-613N/A12/31/202219,123567N/AN/AN/A9/30/202219,481774184184N/A6/30/202220,028747N/AN/AN/A3/31/202220,700751-101-101N/A12/31/202121,820674N/AN/AN/A9/30/202123,134915581581N/A6/30/202124,1941,233N/AN/AN/A3/31/202125,3921,5422,4302,431N/A12/31/202025,5161,718N/AN/AN/A9/30/202025,2101,4002,4612,467N/A6/30/202024,5081,222N/AN/AN/A3/31/202023,3479671,2241,229N/A12/31/201922,441841N/AN/AN/A9/30/201921,452951N/A1,496N/A6/30/201920,4791,136N/AN/AN/A3/31/201919,1621,348N/A2,349N/A12/31/201817,9261,306N/AN/AN/A9/30/201817,1151,236N/A1,740N/A6/30/201816,4391,043N/AN/AN/A3/31/201816,202853N/A680N/A12/31/201716,053860N/AN/AN/A9/30/201715,6231,048N/A1,221N/A6/30/201715,0141,140N/AN/AN/A3/31/201714,1411,134N/A1,488N/A12/31/201613,0401,040N/AN/AN/A9/30/201612,019804N/A1,029N/A6/30/201611,126660N/AN/AN/A3/31/201610,452651N/A1,157N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3641の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3641の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3641の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3641の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3641の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3641の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 05:11終値2026/05/20 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Papyless 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Yoshitaka NagaoNomura Securities Co. Ltd.
Reported Earnings • 21hFull year 2026 earnings released: JP¥0.46 loss per share (vs JP¥16.90 loss in FY 2025)Full year 2026 results: JP¥0.46 loss per share (improved from JP¥16.90 loss in FY 2025). Revenue: JP¥14.7b (down 6.5% from FY 2025). Net loss: JP¥4.00m (loss narrowed 98% from FY 2025). Profit margin: 0% (up from net loss in FY 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.4%).
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥7.17 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.17 (up from JP¥2.76 in 3Q 2025). Revenue: JP¥3.60b (down 7.3% from 3Q 2025). Net income: JP¥62.0m (up 130% from 3Q 2025). Profit margin: 1.7% (up from 0.7% in 3Q 2025). The increase in margin was driven by lower expenses. 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.
お知らせ • Dec 20Papyless Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Papyless Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥7.19 (vs JP¥40.45 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.19 (up from JP¥40.45 loss in 2Q 2025). Revenue: JP¥3.86b (down 7.2% from 2Q 2025). Net income: JP¥62.0m (up JP¥461.0m from 2Q 2025). Profit margin: 1.6% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 06Papyless Co., Ltd. to Report Q2, 2026 Results on Nov 10, 2025Papyless Co., Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025
Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥0.12 (vs JP¥18.95 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.12 (down from JP¥18.95 in 1Q 2025). Revenue: JP¥3.60b (down 10% from 1Q 2025). Net income: JP¥1.00m (down 100% from 1Q 2025). Profit margin: 0% (down from 4.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 17Papyless Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Papyless Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 20Full year 2025 earnings released: JP¥16.90 loss per share (vs JP¥21.87 profit in FY 2024)Full year 2025 results: JP¥16.90 loss per share (down from JP¥21.87 profit in FY 2024). Revenue: JP¥15.8b (down 8.2% from FY 2024). Net loss: JP¥164.0m (down 176% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2025Papyless Co., Ltd., Annual General Meeting, Jun 25, 2025.
Buy Or Sell Opportunity • Apr 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to JP¥862. The fair value is estimated to be JP¥1,080, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).
お知らせ • Mar 07Papyless Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Papyless Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Buy Or Sell Opportunity • Feb 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥906. The fair value is estimated to be JP¥1,137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥2.76 (vs JP¥1.40 in 3Q 2024)Third quarter 2025 results: EPS: JP¥2.76 (up from JP¥1.40 in 3Q 2024). Revenue: JP¥3.88b (down 5.9% from 3Q 2024). Net income: JP¥27.0m (up 93% from 3Q 2024). Profit margin: 0.7% (up from 0.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 12Papyless Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Papyless Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥40.45 loss per share (vs JP¥1.79 profit in 2Q 2024)Second quarter 2025 results: JP¥40.45 loss per share (down from JP¥1.79 profit in 2Q 2024). Revenue: JP¥4.16b (down 10.0% from 2Q 2024). Net loss: JP¥399.0m (down JP¥417.0m from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 01Papyless Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Papyless Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
お知らせ • Aug 16Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 600,000 shares, representing 6.02% for ¥700 million.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 6.02% of its issued share capital, for ¥700 million. The purpose of the acquisition of treasury stock is to implement a flexible capital policy that responds to changes in the business environment.. The program will be valid till March 21, 2025. As of August 15, 2024, the company had 9,970,063 issued shares and 356,817 shares in treasury.
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥18.95 (vs JP¥2.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥18.95 (up from JP¥2.59 in 1Q 2024). Revenue: JP¥4.01b (down 7.9% from 1Q 2024). Net income: JP¥187.0m (up JP¥162.0m from 1Q 2024). Profit margin: 4.7% (up from 0.6% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 06Papyless Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Papyless Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥21.87 (vs JP¥71.65 in FY 2023)Full year 2024 results: EPS: JP¥21.87 (down from JP¥71.65 in FY 2023). Revenue: JP¥17.2b (down 7.8% from FY 2023). Net income: JP¥217.0m (down 67% from FY 2023). Profit margin: 1.3% (down from 3.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
お知らせ • May 17Papyless Co., Ltd., Annual General Meeting, Jun 26, 2024Papyless Co., Ltd., Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).
お知らせ • Mar 03Papyless Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Papyless Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
お知らせ • Feb 15Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 500,000 shares, representing 4.97% of its issued share capital.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.97% of its issued share capital, for ¥700 million. The purpose of the acquisition of treasury stock is to implement a flexible capital policy. The program will be valid till August 31, 2024. As of February 15, 2024, the company had 10,064,963 issued shares and 261,917 shares in treasury.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥1.40 (vs JP¥9.91 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.40 (down from JP¥9.91 in 3Q 2023). Revenue: JP¥4.12b (down 7.7% from 3Q 2023). Net income: JP¥14.0m (down 85% from 3Q 2023). Profit margin: 0.3% (down from 2.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 03Papyless Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Papyless Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (2.7% net profit margin). Shareholders have been diluted in the past year (9.4% increase in shares outstanding). Market cap is less than US$100m (JP¥8.78b market cap, or US$58.0m).
お知らせ • Sep 24Papyless Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Papyless Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥2.59 (vs JP¥13.78 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.59 (down from JP¥13.78 in 1Q 2023). Revenue: JP¥4.36b (down 10% from 1Q 2023). Net income: JP¥25.0m (down 80% from 1Q 2023). Profit margin: 0.6% (down from 2.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year whereas the company’s share price has fallen by 31% per year.
お知らせ • Aug 11Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 500,000 shares, representing 4.88% for ¥700 million.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.88% of its issued share capital for ¥700 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, we will acquire treasury stock. The program is valid till February 29, 2024. As of August 10, 2023, the company had 10,245,963 shares issued (excluding treasury stock) and 80,917 shares in treasury.
New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.5% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (JP¥8.87b market cap, or US$63.7m).
お知らせ • Jun 18Papyless Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Papyless Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥71.65 (vs JP¥78.15 in FY 2022)Full year 2023 results: EPS: JP¥71.65 (down from JP¥78.15 in FY 2022). Revenue: JP¥18.6b (down 10.0% from FY 2022). Net income: JP¥657.0m (down 13% from FY 2022). Profit margin: 3.5% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 21% per year.
お知らせ • May 17Papyless Co., Ltd., Annual General Meeting, Jun 26, 2023Papyless Co., Ltd., Annual General Meeting, Jun 26, 2023.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,076, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 48% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥9.91 (vs JP¥31.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.91 (down from JP¥31.42 in 3Q 2022). Revenue: JP¥4.46b (down 7.4% from 3Q 2022). Net income: JP¥91.0m (down 70% from 3Q 2022). Profit margin: 2.0% (down from 6.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.
お知らせ • Dec 04Papyless Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Papyless Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥9.71 (vs JP¥6.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.71 (up from JP¥6.32 in 2Q 2022). Revenue: JP¥4.93b (down 10.0% from 2Q 2022). Net income: JP¥89.0m (up 44% from 2Q 2022). Profit margin: 1.8% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than 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. 6 non-independent directors. Corporate Auditor Kiyohito Saito was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥9.71 (vs JP¥6.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.71 (up from JP¥6.32 in 2Q 2022). Revenue: JP¥4.93b (down 10.0% from 2Q 2022). Net income: JP¥89.0m (up 44% from 2Q 2022). Profit margin: 1.8% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 03Papyless Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Papyless Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥13.78 (vs JP¥13.15 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.78. Revenue: JP¥4.85b (down 12% from 1Q 2022). Net income: JP¥126.0m (down 3.1% from 1Q 2022). Profit margin: 2.6% (up from 2.4% in 1Q 2022). The increase in margin was driven by lower expenses.
お知らせ • Jul 01Papyless Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Papyless Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
お知らせ • May 18Papyless Co., Ltd., Annual General Meeting, Jun 24, 2022Papyless Co., Ltd., Annual General Meeting, Jun 24, 2022.
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥78.14 (vs JP¥156 in FY 2021)Full year 2022 results: EPS: JP¥78.14 (down from JP¥156 in FY 2021). Revenue: JP¥20.7b (down 19% from FY 2021). Net income: JP¥751.0m (down 51% from FY 2021). Profit margin: 3.6% (down from 6.1% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • May 02Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be JP¥1,581, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 2.9%.
Board Change • Apr 27No 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. 6 non-independent directors. Corporate Auditor Kiyohito Saito was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07Papyless Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Papyless Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.1%).
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥31.41 (down from JP¥54.56 in 3Q 2021). Revenue: JP¥4.82b (down 21% from 3Q 2021). Net income: JP¥298.0m (down 45% from 3Q 2021). Profit margin: 6.2% (down from 8.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 16Papyless Co., Ltd. (JASDAQ:3641) announces an Equity Buyback for 300,000 shares, representing 3.12% for ¥500 million.Papyless Co., Ltd. (JASDAQ:3641) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 3.12% of its issued share capital for ¥500 million. The purpose of the program is to carry out a flexible capital policy in response to changes in the business environment. The program is valid till March 31, 2022. As of December 15, 2021, the company had 9,615,186 shares issued (excluding treasury stock) and 711,694 shares in treasury.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥6.32 (vs JP¥38.57 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.48b (down 16% from 2Q 2021). Net income: JP¥62.0m (down 84% from 2Q 2021). Profit margin: 1.1% (down from 5.8% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥13.15 (vs JP¥44.63 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.52b (down 18% from 1Q 2021). Net income: JP¥130.0m (down 70% from 1Q 2021). Profit margin: 2.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Aug 11Papyless Co., Ltd. (JASDAQ:3641) announces an Equity Buyback for 250,000 shares, representing 2.47% for ¥500 million.Papyless Co., Ltd. (JASDAQ:3641) announces a share repurchase program. Under the program, the company will repurchase 250,000 shares, representing 2.47% of the outstanding shares for ¥500 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program will run until February 10, 2022. As of August 10, 2021, the company had 10,115,186 shares outstanding and 211,694 shares in treasury.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥156 (vs JP¥97.45 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥25.4b (up 8.8% from FY 2020). Net income: JP¥1.54b (up 60% from FY 2020). Profit margin: 6.1% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Mar 28Papyless (TYO:3641) Is Aiming To Keep Up Its Impressive ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (0.7%).
分析記事 • Mar 09What You Need To Know About Papyless Co., Ltd.'s (TYO:3641) Investor CompositionThe big shareholder groups in Papyless Co., Ltd. ( TYO:3641 ) have power over the company. Institutions will often hold...
Is New 90 Day High Low • Feb 24New 90-day low: JP¥2,165The company is down 6.0% from its price of JP¥2,315 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 14% over the same period.
分析記事 • Feb 19If You Like EPS Growth Then Check Out Papyless (TYO:3641) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥54.55 (vs JP¥22.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.14b (up 5.2% from 3Q 2020). Net income: JP¥539.0m (up 144% from 3Q 2020). Profit margin: 8.8% (up from 3.8% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.
分析記事 • Feb 01The Papyless (TYO:3641) Share Price Has Gained 199%, So Why Not Pay It Some Attention?Papyless Co., Ltd. ( TYO:3641 ) shareholders might be concerned after seeing the share price drop 14% in the last...
Is New 90 Day High Low • Jan 28New 90-day low: JP¥2,180The company is down 18% from its price of JP¥2,656 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 2.0% over the same period.
分析記事 • Jan 14Papyless Co., Ltd.'s (TYO:3641) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?With its stock down 18% over the past three months, it is easy to disregard Papyless (TYO:3641). However, a closer look...
Is New 90 Day High Low • Dec 28New 90-day low: JP¥2,231The company is down 24% from its price of JP¥2,919 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 9.0% over the same period.
分析記事 • Dec 27Our Take On The Returns On Capital At Papyless (TYO:3641)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
お知らせ • Dec 11Papyless Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Papyless Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021
分析記事 • Dec 09Do Institutions Own Papyless Co., Ltd. (TYO:3641) Shares?Every investor in Papyless Co., Ltd. ( TYO:3641 ) should be aware of the most powerful shareholder groups. Large...
Is New 90 Day High Low • Dec 07New 90-day low: JP¥2,257The company is down 16% from its price of JP¥2,701 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is flat over the same period.
分析記事 • Nov 21Should You Be Adding Papyless (TYO:3641) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥38.57The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥6.54b (up 12% from 2Q 2020). Net income: JP¥380.0m (up 88% from 2Q 2020). Profit margin: 5.8% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue. 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 12% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Nov 02New 90-day low: JP¥2,563The company is down 4.0% from its price of JP¥2,668 on 04 August 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Oct 15New 90-day high: JP¥2,935The company is up 21% from its price of JP¥2,416 on 17 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 34% over the same period.
Is New 90 Day High Low • Sep 25New 90-day high: JP¥2,891The company is up 18% from its price of JP¥2,452 on 26 June 2020. The Japanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 27% over the same period.
お知らせ • Sep 12Papyless Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020Papyless Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020
お知らせ • Jun 29Papyless Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Papyless Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020
分析記事 • Jun 18Are Papyless Co., Ltd.’s (TYO:3641) High Returns Really That Great?Today we are going to look at Papyless Co., Ltd. (TYO:3641) to see whether it might be an attractive investment...