MEDIA DO（3678）株式概要株式会社メディアドゥは、日本国内で電子書籍配信事業を行っています。 詳細3678 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績0/6財務の健全性3/6配当金3/6報酬当社が推定した公正価値より76.2%で取引されている 収益は年間18%増加すると予測されています リスク分析財務結果に影響を与える大きな一時的項目 利益率(1%)は昨年より低い(1.9%) すべてのリスクチェックを見る3678 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW460,775 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA460,775 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.30k4.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b140b2016201920222025202620282031Revenue JP¥140.2bEarnings JP¥1.4bAdvancedSet Fair ValueView all narrativesMEDIA DO Co., Ltd. 競合他社KINGSymbol: TSE:8118Market cap: JP¥19.6bOzuSymbol: TSE:7487Market cap: JP¥15.0bSPKSymbol: TSE:7466Market cap: JP¥28.2bBRUNOIncSymbol: TSE:3140Market cap: JP¥14.6b価格と性能株価の高値、安値、推移の概要MEDIA DO過去の株価現在の株価JP¥1,296.0052週高値JP¥1,977.0052週安値JP¥1,189.00ベータ0.811ヶ月の変化1.57%3ヶ月変化1.41%1年変化-26.99%3年間の変化15.30%5年間の変化-74.59%IPOからの変化-63.05%最新ニュースReported Earnings • Jul 18First quarter 2027 earnings released: EPS: JP¥8.50 (vs JP¥53.99 in 1Q 2026)First quarter 2027 results: EPS: JP¥8.50 (down from JP¥53.99 in 1Q 2026). Revenue: JP¥27.1b (up 4.1% from 1Q 2026). Net income: JP¥129.0m (down 84% from 1Q 2026). Profit margin: 0.5% (down from 3.1% in 1Q 2026). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 03Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥120 (up from JP¥90.04 in FY 2025). Revenue: JP¥108.5b (up 6.5% from FY 2025). Net income: JP¥1.82b (up 33% from FY 2025). Profit margin: 1.7% (up from 1.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Major Estimate Revision • May 19Consensus EPS estimates fall by 23%, revenue upgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast increased from JP¥117.1b to JP¥119.1b. EPS estimate fell from JP¥102 to JP¥79.36 per share. Net income forecast to shrink 34% next year vs 1.1% decline forecast for Retail Distributors industry in Japan. Consensus price target down from JP¥2,300 to JP¥1,780. Share price was steady at JP¥1,243 over the past week.Major Estimate Revision • Apr 23Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥124 to JP¥102. Revenue forecast unchanged from JP¥117.1b at last update. Net income forecast to shrink 14% next year vs 3.4% growth forecast for Retail Distributors industry in Japan . Consensus price target of JP¥2,300 unchanged from last update. Share price fell 8.3% to JP¥1,271 over the past week.Reported Earnings • Apr 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥120 (up from JP¥90.04 in FY 2025). Revenue: JP¥108.5b (up 6.5% from FY 2025). Net income: JP¥1.82b (up 33% from FY 2025). Profit margin: 1.7% (up from 1.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 13MEDIA DO Co., Ltd., Annual General Meeting, May 27, 2026MEDIA DO Co., Ltd., Annual General Meeting, May 27, 2026.最新情報をもっと見るRecent updatesReported Earnings • Jul 18First quarter 2027 earnings released: EPS: JP¥8.50 (vs JP¥53.99 in 1Q 2026)First quarter 2027 results: EPS: JP¥8.50 (down from JP¥53.99 in 1Q 2026). Revenue: JP¥27.1b (up 4.1% from 1Q 2026). Net income: JP¥129.0m (down 84% from 1Q 2026). Profit margin: 0.5% (down from 3.1% in 1Q 2026). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 03Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥120 (up from JP¥90.04 in FY 2025). Revenue: JP¥108.5b (up 6.5% from FY 2025). Net income: JP¥1.82b (up 33% from FY 2025). Profit margin: 1.7% (up from 1.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Major Estimate Revision • May 19Consensus EPS estimates fall by 23%, revenue upgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast increased from JP¥117.1b to JP¥119.1b. EPS estimate fell from JP¥102 to JP¥79.36 per share. Net income forecast to shrink 34% next year vs 1.1% decline forecast for Retail Distributors industry in Japan. Consensus price target down from JP¥2,300 to JP¥1,780. Share price was steady at JP¥1,243 over the past week.Major Estimate Revision • Apr 23Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥124 to JP¥102. Revenue forecast unchanged from JP¥117.1b at last update. Net income forecast to shrink 14% next year vs 3.4% growth forecast for Retail Distributors industry in Japan . Consensus price target of JP¥2,300 unchanged from last update. Share price fell 8.3% to JP¥1,271 over the past week.Reported Earnings • Apr 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥120 (up from JP¥90.04 in FY 2025). Revenue: JP¥108.5b (up 6.5% from FY 2025). Net income: JP¥1.82b (up 33% from FY 2025). Profit margin: 1.7% (up from 1.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 13MEDIA DO Co., Ltd., Annual General Meeting, May 27, 2026MEDIA DO Co., Ltd., Annual General Meeting, May 27, 2026.お知らせ • Apr 03MEDIA DO Co., Ltd. to Report Fiscal Year 2026 Results on Apr 13, 2026MEDIA DO Co., Ltd. announced that they will report fiscal year 2026 results on Apr 13, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 13 May 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.8%).Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥20.16 (vs JP¥25.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.16 (down from JP¥25.84 in 3Q 2025). Revenue: JP¥26.6b (up 9.3% from 3Q 2025). Net income: JP¥306.0m (down 22% from 3Q 2025). Profit margin: 1.1% (down from 1.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Price Target Changed • Dec 02Price target decreased by 13% to JP¥2,400Down from JP¥2,760, the current price target is provided by 1 analyst. New target price is 35% above last closing price of JP¥1,772. Stock is up 34% over the past year. The company is forecast to post earnings per share of JP¥138 for next year compared to JP¥90.04 last year.Declared Dividend • Oct 17Dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 26th February 2026 Payment date: 13th May 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 21% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥33.49 (vs JP¥18.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥33.49 (up from JP¥18.30 in 2Q 2025). Revenue: JP¥27.9b (up 7.4% from 2Q 2025). Net income: JP¥508.0m (up 83% from 2Q 2025). Profit margin: 1.8% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail Distributors industry in Japan. 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 2% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 06Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥121 to JP¥138. Revenue forecast steady at JP¥106.0b. Net income forecast to grow 5.3% next year vs 14% growth forecast for Retail Distributors industry in Japan. Consensus price target of JP¥2,700 unchanged from last update. Share price rose 2.7% to JP¥1,766 over the past week.Reported Earnings • Jul 13First quarter 2026 earnings released: EPS: JP¥53.99 (vs JP¥16.15 in 1Q 2025)First quarter 2026 results: EPS: JP¥53.99 (up from JP¥16.15 in 1Q 2025). Revenue: JP¥26.0b (up 3.6% from 1Q 2025). Net income: JP¥818.0m (up 235% from 1Q 2025). Profit margin: 3.1% (up from 1.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jul 10Media Do Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026MEDIA DO Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company now expects dividend of JPY 40 per share against previous guidance of JPY 36 per share.Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥90.04 (up from JP¥21.06 loss in FY 2024). Revenue: JP¥101.9b (up 8.4% from FY 2024). Net income: JP¥1.36b (up JP¥1.68b from FY 2024). Profit margin: 1.3% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Apr 30Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥110 to JP¥121. Revenue forecast unchanged at JP¥106.6b. Net income forecast to grow 34% next year vs 11% growth forecast for Retail Distributors industry in Japan. Consensus price target of JP¥2,700 unchanged from last update. Share price rose 6.1% to JP¥1,751 over the past week.お知らせ • Apr 29+ 2 more updatesMEDIA DO Co., Ltd. to Report Q2, 2026 Results on Oct 15, 2025MEDIA DO Co., Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025お知らせ • Apr 24+ 1 more updateMEDIA DO Co., Ltd. Announces Commemorative Dividend for the Financial Year Ended February 28, 2025, Payable on May 13, 2025MEDIA DO Co., Ltd. announced commemorative dividend of JPY 8.00 per share Company's 30th anniversary and an additional JPY 1.00 dividend reflecting financial performance for the financial year ended February 28, 2025. Effective Date is May 13, 2025.分析記事 • Apr 21Shareholders Can Be Confident That MEDIA DO's (TSE:3678) Earnings Are High QualityMEDIA DO Co., Ltd. ( TSE:3678 ) recently posted some strong earnings, and the market responded positively. Our analysis...Reported Earnings • Apr 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥90.04 (up from JP¥21.06 loss in FY 2024). Revenue: JP¥101.9b (up 8.4% from FY 2024). Net income: JP¥1.36b (up JP¥1.68b from FY 2024). Profit margin: 1.3% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Apr 14+ 2 more updatesMEDIA DO Co., Ltd., Annual General Meeting, May 29, 2025MEDIA DO Co., Ltd., Annual General Meeting, May 29, 2025.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Mar 26Gaudiy Inc. agreed to acquire an unknown majority stake in MyAnimeList Co., Ltd from MEDIA DO Co., Ltd. (TSE:3678).Gaudiy Inc. agreed to acquire an unknown majority stake in MyAnimeList Co., Ltd from MEDIA DO Co., Ltd. (TSE:3678) on March 26, 2025. The expected completion of the transaction is April 14, 2025.分析記事 • Feb 21MEDIA DO (TSE:3678) Is Paying Out A Larger Dividend Than Last YearMEDIA DO Co., Ltd.'s ( TSE:3678 ) dividend will be increasing from last year's payment of the same period to ¥35.00 on...Upcoming Dividend • Feb 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 08 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.9%).分析記事 • Feb 07MEDIA DO (TSE:3678) Is Increasing Its Dividend To ¥35.00MEDIA DO Co., Ltd. ( TSE:3678 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Jan 29MEDIA DO Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025MEDIA DO Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025分析記事 • Jan 24MEDIA DO (TSE:3678) Will Pay A Larger Dividend Than Last Year At ¥35.00The board of MEDIA DO Co., Ltd. ( TSE:3678 ) has announced that it will be paying its dividend of ¥35.00 on the 8th of...Reported Earnings • Jan 12Third quarter 2025 earnings released: EPS: JP¥25.81 (vs JP¥23.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.81 (up from JP¥23.29 in 3Q 2024). Revenue: JP¥24.4b (up 6.4% from 3Q 2024). Net income: JP¥391.0m (up 11% from 3Q 2024). Profit margin: 1.6% (up from 1.5% in 3Q 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.お知らせ • Jan 11MEDIA DO Co., Ltd. Announces Commemorative Dividend Guidance for the Fiscal Year Ending February 28, 2025MEDIA DO Co., Ltd. announced Commemorative dividend guidance for the fiscal year ending February 28, 2025. For the year, the company expects to pay Commemorative Dividend of JPY 8.00 per share.分析記事 • Jan 10MEDIA DO (TSE:3678) Will Pay A Larger Dividend Than Last Year At ¥27.00MEDIA DO Co., Ltd.'s ( TSE:3678 ) dividend will be increasing from last year's payment of the same period to ¥27.00 on...お知らせ • Jan 10MEDIA DO Co., Ltd. Provides Dividend Guidance for the Fiscal Year 2024MEDIA DO Co., Ltd. provided dividend guidance For the fiscal year 2024, the company expects to pay dividend of JPY 35.00 per share against JPY 22.00 per share a year ago.分析記事 • Oct 28MEDIA DO's (TSE:3678) Upcoming Dividend Will Be Larger Than Last Year'sMEDIA DO Co., Ltd. ( TSE:3678 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Oct 26MEDIA DO Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025MEDIA DO Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025Reported Earnings • Oct 16Second quarter 2025 earnings released: EPS: JP¥18.30 (vs JP¥18.35 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.30 (down from JP¥18.35 in 2Q 2024). Revenue: JP¥25.9b (up 9.2% from 2Q 2024). Net income: JP¥277.0m (flat on 2Q 2024). Profit margin: 1.1% (down from 1.2% in 2Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.分析記事 • Oct 14MEDIA DO's (TSE:3678) Dividend Will Be Increased To ¥27.00MEDIA DO Co., Ltd. ( TSE:3678 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Oct 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years and payments have been stable during that time.分析記事 • Sep 04Subdued Growth No Barrier To MEDIA DO Co., Ltd. (TSE:3678) With Shares Advancing 25%MEDIA DO Co., Ltd. ( TSE:3678 ) shareholders would be excited to see that the share price has had a great month...分析記事 • Aug 13MEDIA DO (TSE:3678) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.8% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding).お知らせ • Jul 30MEDIA DO Co., Ltd. to Report Q2, 2025 Results on Oct 11, 2024MEDIA DO Co., Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024New Risk • Jul 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% 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: Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (3.1% increase in shares outstanding).Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥16.15 (vs JP¥15.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.15 (up from JP¥15.20 in 1Q 2024). Revenue: JP¥25.1b (up 11% from 1Q 2024). Net income: JP¥244.0m (up 5.2% from 1Q 2024). Profit margin: 1.0% (in line with 1Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.New Risk • May 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% 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: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.7% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding).New Risk • May 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change).お知らせ • Apr 29MEDIA DO Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024MEDIA DO Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024Reported Earnings • Apr 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: JP¥21.06 loss per share (down from JP¥68.35 profit in FY 2023). Revenue: JP¥94.0b (down 7.5% from FY 2023). Net loss: JP¥319.0m (down 130% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 36% per year.お知らせ • Apr 11MEDIA DO Co., Ltd., Annual General Meeting, May 23, 2024MEDIA DO Co., Ltd., Annual General Meeting, May 23, 2024.お知らせ • Feb 28MEDIA DO Co., Ltd. to Report Fiscal Year 2024 Results on Apr 11, 2024MEDIA DO Co., Ltd. announced that they will report fiscal year 2024 results on Apr 11, 2024Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: JP¥23.29 (vs JP¥12.16 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.29 (up from JP¥12.16 loss in 3Q 2023). Revenue: JP¥22.9b (down 3.8% from 3Q 2023). Net income: JP¥352.0m (up JP¥539.0m from 3Q 2023). Profit margin: 1.5% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 29HEROZ, Inc. (TSE:4382) agreed to acquire 50.1% stake in A.I. Squared, Inc. from BroadBand Tower,Media Do Corporation, Masaki Ishida and Akihito Ogino.HEROZ, Inc. (TSE:4382) agreed to acquire 50.1% stake in A.I. Squared, Inc. from BroadBand Tower,Media Do Corporation, Masaki Ishida and Akihito Ogino on November 24, 2023. A.I. Squared, Inc. Reported Total assets worth ¥128 million, Total Common equity of ¥93 million, Net sales of ¥340 million, Operating loss of ¥68 million and Net Loss of ¥71 million on June 2023. Transaction is expected to complete on November 30, 2023.お知らせ • Nov 03MEDIA DO Co., Ltd. to Report Q3, 2024 Results on Jan 15, 2024MEDIA DO Co., Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024New Risk • Oct 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results.Reported Earnings • Oct 13Second quarter 2024 earnings released: EPS: JP¥18.35 (vs JP¥20.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.35 (down from JP¥20.49 in 2Q 2023). Revenue: JP¥23.8b (down 15% from 2Q 2023). Net income: JP¥277.0m (down 12% from 2Q 2023). Profit margin: 1.2% (up from 1.1% in 2Q 2023). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 49% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 30MEDIA DO Co., Ltd. to Report Q2, 2024 Results on Oct 12, 2023MEDIA DO Co., Ltd. announced that they will report Q2, 2024 results on Oct 12, 2023Reported Earnings • Jul 15First quarter 2024 earnings released: EPS: JP¥15.20 (vs JP¥19.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥15.20 (down from JP¥19.96 in 1Q 2023). Revenue: JP¥22.6b (down 14% from 1Q 2023). Net income: JP¥232.0m (down 26% from 1Q 2023). Profit margin: 1.0% (down from 1.2% in 1Q 2023). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 13Media Do Co., Ltd. Provides Consolidated Earnings Forecasts for Fiscal Year Ending February 28, 2024MEDIA DO Co., Ltd. provided Consolidated Earnings Forecasts for Fiscal Year Ending February 28, 2024 . For the full year, the company expected net sales of JPY 100,000 million, Operating profit of JPY 2,000, Profit attributable to owners of parent of JPY 1,100 and Earnings per share of JPY 71.33.Price Target Changed • Jun 18Price target decreased by 9.4% to JP¥6,100Down from JP¥6,733, the current price target is an average from 2 analysts. New target price is 296% above last closing price of JP¥1,542. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of JP¥76.64 for next year compared to JP¥68.35 last year.お知らせ • May 28MEDIA DO Co., Ltd. to Report Q1, 2024 Results on Jul 13, 2023MEDIA DO Co., Ltd. announced that they will report Q1, 2024 results on Jul 13, 2023Major Estimate Revision • Apr 28Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥102.2b to JP¥99.7b. EPS estimate also fell from JP¥93.02 per share to JP¥81.97 per share. Net income forecast to grow 70% next year vs 9.2% growth forecast for Retail Distributors industry in Japan. Consensus price target of JP¥6,500 unchanged from last update. Share price fell 6.8% to JP¥1,394 over the past week.Major Estimate Revision • Apr 25Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥102.2b to JP¥99.7b. EPS estimate also fell from JP¥93.02 per share to JP¥81.97 per share. Net income forecast to grow 70% next year vs 9.2% growth forecast for Retail Distributors industry in Japan. Consensus price target of JP¥6,500 unchanged from last update. Share price fell 4.3% to JP¥1,419 over the past week.Reported Earnings • Apr 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥68.35 (down from JP¥99.70 in FY 2022). Revenue: JP¥101.7b (down 2.9% from FY 2022). Net income: JP¥1.06b (down 33% from FY 2022). Profit margin: 1.0% (down from 1.5% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,520, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total loss to shareholders of 57% over the past three years.お知らせ • Jan 17Media Do Co., Ltd. Revises Earning Guidance for the Fiscal Year Ending February 28, 2023MEDIA DO Co., Ltd. revised earning guidance for the fiscal year ending February 28, 2023. For the period, the company expects net sales of JPY 101,000 million, operating profit of JPY 2,250 million, ordinary profit of JPY 2,100 million, profit attributable to owners of parent of JPY 900 million and earnings per share of JPY 58.19 compared to previously expected net sales of JPY 100,000 million, operating profit of JPY 2,000 million and profit attributable to owners of parent of JPY 850 million.Reported Earnings • Jan 17Third quarter 2023 earnings released: JP¥12.16 loss per share (vs JP¥16.39 profit in 3Q 2022)Third quarter 2023 results: JP¥12.16 loss per share (down from JP¥16.39 profit in 3Q 2022). Revenue: JP¥23.8b (up 1.2% from 3Q 2022). Net loss: JP¥187.0m (down 172% from profit in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Haruo Miyagi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 15Second quarter 2023 earnings released: EPS: JP¥20.49 (vs JP¥13.81 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.49 (up from JP¥13.81 in 2Q 2022). Revenue: JP¥28.0b (up 4.2% from 2Q 2022). Net income: JP¥316.0m (up 44% from 2Q 2022). Profit margin: 1.1% (up from 0.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Oct 14MEDIA DO Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2023MEDIA DO Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2023. For the year, the company expects net sales of ¥100,000 million, operating profit of ¥2,000 million, profit attributable to owners of parent of ¥850 million or ¥53.56 earnings per share.Reported Earnings • Jul 15First quarter 2023 earnings released: EPS: JP¥19.96 (vs JP¥39.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.96 (down from JP¥39.47 in 1Q 2022). Revenue: JP¥26.3b (down 7.5% from 1Q 2022). Net income: JP¥312.0m (down 49% from 1Q 2022). Profit margin: 1.2% (down from 2.2% in 1Q 2022). Over the next year, revenue is forecast to grow 4.4%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Jul 15Media Do Co., Ltd. Provides Consolidated Earnings Forecasts for Fiscal Year Ending February 28, 2023MEDIA DO Co., Ltd. provided consolidated earnings forecasts for fiscal year ending February 28, 2023. For the year, the company expects net sales to be JYP 100,000 million. Operating profit To be JPY 2,000 million. Profit attributable to owners of parent to be JPY 850 million. Earnings per Share to be JPY 53.56.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,940, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the Online Retail industry in Japan. Total loss to shareholders of 46% over the past three years.Major Estimate Revision • Jun 03Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥70.39 to JP¥53.96 per share. Revenue forecast steady at JP¥105.8b. Net income forecast to shrink 47% next year vs 7.7% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥6,750 unchanged from last update. Share price rose 3.9% to JP¥1,856 over the past week.Reported Earnings • Jun 02Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥99.70. Revenue: JP¥104.7b (up 25% from FY 2021). Net income: JP¥1.58b (up 3.8% from FY 2021). Profit margin: 1.5% (down from 1.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to stay flat compared to a 14% growth forecast for the retail industry in Japan.お知らせ • May 14+ 2 more updatesMEDIA DO Co., Ltd. to Report Q3, 2023 Results on Jan 16, 2023MEDIA DO Co., Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Ayako Kanamaru was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,849, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Online Retail industry in Japan. Total loss to shareholders of 37% over the past three years.Major Estimate Revision • Apr 21Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥115.9b to JP¥104.1b. EPS estimate fell from JP¥125 to JP¥77.98 per share. Net income forecast to shrink 22% next year vs 12% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥6,733 unchanged from last update. Share price fell 11% to JP¥1,927 over the past week.お知らせ • Apr 15+ 3 more updatesMEDIA DO Co., Ltd. (TSE:3678) announces an Equity Buyback for 600,000 shares, representing 3.78% of its issued share capital.MEDIA DO Co., Ltd. (TSE:3678) announces a share repurchases program. Under the program, the company is authorized to repurchase up to 600,000 shares, representing 3.78% of issue for ¥1,000 million worth. All treasury shares acquired will be canceled. The program will be valid till September 30, 2022. As of February 28, 2022, the company has 15,872,451 shares issued and 2,817 shares in treasury.Reported Earnings • Apr 15Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥99.70. Revenue: JP¥104.7b (up 25% from FY 2021). Net income: JP¥1.58b (up 3.8% from FY 2021). Profit margin: 1.5% (down from 1.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 3.3%, compared to a 16% growth forecast for the retail industry in Japan.Price Target Changed • Apr 01Price target decreased to JP¥6,733Down from JP¥7,833, the current price target is an average from 4 analysts. New target price is 174% above last closing price of JP¥2,455. Stock is down 64% over the past year. The company is forecast to post earnings per share of JP¥99.93 for next year compared to JP¥104 last year.お知らせ • Feb 24MEDIA DO Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022MEDIA DO Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.1%).Reported Earnings • Jan 14Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥16.39 (down from JP¥24.17 in 3Q 2021). Revenue: JP¥23.5b (up 16% from 3Q 2021). Net income: JP¥260.0m (down 27% from 3Q 2021). Profit margin: 1.1% (down from 1.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 17% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 14MEDIA DO Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022MEDIA DO Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales to be JPY 100,000 million. Operating profit to be JPY 3,000 million. Profit attributable to owners of parent to be JPY 1,600 million. Earnings per share to be JPY 100.90.Price Target Changed • Nov 04Price target decreased to JP¥7,833Down from JP¥8,767, the current price target is an average from 5 analysts. New target price is 73% above last closing price of JP¥4,515. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥104 last year.Reported Earnings • Oct 14Second quarter 2022 earnings released: EPS JP¥13.81 (vs JP¥32.22 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥26.8b (up 25% from 2Q 2021). Net income: JP¥219.0m (down 52% from 2Q 2021). Profit margin: 0.8% (down from 2.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.株主還元3678JP Retail DistributorsJP 市場7D-0.8%0.7%-2.8%1Y-27.0%4.1%28.6%株主還元を見る業界別リターン: 3678過去 1 年間で4.1 % の収益を上げたJP Retail Distributors業界を下回りました。リターン対市場: 3678は、過去 1 年間で28.6 % のリターンを上げたJP市場を下回りました。価格変動Is 3678's price volatile compared to industry and market?3678 volatility3678 Average Weekly Movement3.4%Retail Distributors Industry Average Movement3.3%Market Average Movement4.1%10% most volatile stocks in JP Market9.1%10% least volatile stocks in JP Market2.1%安定した株価: 3678 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3678の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1994507Yasushi Fujitamediado.jp株式会社メディア・ドゥは、日本において電子書籍の配信事業を展開しています。同社は、「電子書籍配信事業」と「戦略的投資事業」の2つの事業セグメントを通じて事業を行っています。書籍や雑誌の企画、編集、出版、販売、電子書籍の配信、出版ワークフロー、書誌情報の管理、およびEコマースソリューションの提供を行っています。 また、同社は要約サイトの運営、業務代行、バスケットボールチームの運営、オンラインAIトレーニング事業、教育、委託業務、経営管理、書籍向けオンラインマーケティングツールの提供、ソフトウェア開発、ならびに電気・ガス・通信・飲料・保険・金融分野におけるソリューションおよび代理店販売も手掛けている。 さらに、国際事業、知的財産（IP）およびソリューションの提供、出版社と電子書籍ストア間の個別契約の仲介、デジタルデータの検証および登録システムの提供、戦略策定、電子書籍管理コンサルティング、電子書籍ストアサイトの制作・運営支援、キャンペーン管理、 デジタルコンテンツの配信、システムの開発・供給、印刷物・映像・音声の企画・制作・販売、研究開発、およびコンサルティングを行っています。 同社は、以前はメディア・ドゥ・ホールディングス株式会社として知られていましたが、MEDIA DO株式会社に社名を変更しました。MEDIA DO株式会社は1994年に設立され、本社は日本の千代田区にあります。もっと見るMEDIA DO Co., Ltd. 基礎のまとめMEDIA DO の収益と売上を時価総額と比較するとどうか。3678 基礎統計学時価総額JP¥19.27b収益（TTM）JP¥1.13b売上高(TTM)JP¥109.60b17.4xPER（株価収益率0.2xP/Sレシオ3678 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3678 損益計算書（TTM）収益JP¥109.60b売上原価JP¥99.74b売上総利益JP¥9.86bその他の費用JP¥8.73b収益JP¥1.13b直近の収益報告May 31, 2026次回決算日Oct 14, 2026一株当たり利益（EPS）74.42グロス・マージン9.00%純利益率1.03%有利子負債／自己資本比率78.9%3678 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.1%現在の配当利回り54%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/20 13:51終値2026/08/20 00:00収益2026/05/31年間収益2026/02/28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MEDIA DO Co., Ltd. 2 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。4 アナリスト機関Taro IshiharaDaiwa Securities Co. Ltd.Hiroshi NayaIchiyoshi Research Institute Inc.Akitomo KishimotoMizuho Securities Co., Ltd.1 その他のアナリストを表示
Reported Earnings • Jul 18First quarter 2027 earnings released: EPS: JP¥8.50 (vs JP¥53.99 in 1Q 2026)First quarter 2027 results: EPS: JP¥8.50 (down from JP¥53.99 in 1Q 2026). Revenue: JP¥27.1b (up 4.1% from 1Q 2026). Net income: JP¥129.0m (down 84% from 1Q 2026). Profit margin: 0.5% (down from 3.1% in 1Q 2026). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 03Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥120 (up from JP¥90.04 in FY 2025). Revenue: JP¥108.5b (up 6.5% from FY 2025). Net income: JP¥1.82b (up 33% from FY 2025). Profit margin: 1.7% (up from 1.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Major Estimate Revision • May 19Consensus EPS estimates fall by 23%, revenue upgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast increased from JP¥117.1b to JP¥119.1b. EPS estimate fell from JP¥102 to JP¥79.36 per share. Net income forecast to shrink 34% next year vs 1.1% decline forecast for Retail Distributors industry in Japan. Consensus price target down from JP¥2,300 to JP¥1,780. Share price was steady at JP¥1,243 over the past week.
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥124 to JP¥102. Revenue forecast unchanged from JP¥117.1b at last update. Net income forecast to shrink 14% next year vs 3.4% growth forecast for Retail Distributors industry in Japan . Consensus price target of JP¥2,300 unchanged from last update. Share price fell 8.3% to JP¥1,271 over the past week.
Reported Earnings • Apr 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥120 (up from JP¥90.04 in FY 2025). Revenue: JP¥108.5b (up 6.5% from FY 2025). Net income: JP¥1.82b (up 33% from FY 2025). Profit margin: 1.7% (up from 1.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 13MEDIA DO Co., Ltd., Annual General Meeting, May 27, 2026MEDIA DO Co., Ltd., Annual General Meeting, May 27, 2026.
Reported Earnings • Jul 18First quarter 2027 earnings released: EPS: JP¥8.50 (vs JP¥53.99 in 1Q 2026)First quarter 2027 results: EPS: JP¥8.50 (down from JP¥53.99 in 1Q 2026). Revenue: JP¥27.1b (up 4.1% from 1Q 2026). Net income: JP¥129.0m (down 84% from 1Q 2026). Profit margin: 0.5% (down from 3.1% in 1Q 2026). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 03Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥120 (up from JP¥90.04 in FY 2025). Revenue: JP¥108.5b (up 6.5% from FY 2025). Net income: JP¥1.82b (up 33% from FY 2025). Profit margin: 1.7% (up from 1.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Major Estimate Revision • May 19Consensus EPS estimates fall by 23%, revenue upgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast increased from JP¥117.1b to JP¥119.1b. EPS estimate fell from JP¥102 to JP¥79.36 per share. Net income forecast to shrink 34% next year vs 1.1% decline forecast for Retail Distributors industry in Japan. Consensus price target down from JP¥2,300 to JP¥1,780. Share price was steady at JP¥1,243 over the past week.
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥124 to JP¥102. Revenue forecast unchanged from JP¥117.1b at last update. Net income forecast to shrink 14% next year vs 3.4% growth forecast for Retail Distributors industry in Japan . Consensus price target of JP¥2,300 unchanged from last update. Share price fell 8.3% to JP¥1,271 over the past week.
Reported Earnings • Apr 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥120 (up from JP¥90.04 in FY 2025). Revenue: JP¥108.5b (up 6.5% from FY 2025). Net income: JP¥1.82b (up 33% from FY 2025). Profit margin: 1.7% (up from 1.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 13MEDIA DO Co., Ltd., Annual General Meeting, May 27, 2026MEDIA DO Co., Ltd., Annual General Meeting, May 27, 2026.
お知らせ • Apr 03MEDIA DO Co., Ltd. to Report Fiscal Year 2026 Results on Apr 13, 2026MEDIA DO Co., Ltd. announced that they will report fiscal year 2026 results on Apr 13, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 13 May 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.8%).
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥20.16 (vs JP¥25.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.16 (down from JP¥25.84 in 3Q 2025). Revenue: JP¥26.6b (up 9.3% from 3Q 2025). Net income: JP¥306.0m (down 22% from 3Q 2025). Profit margin: 1.1% (down from 1.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Dec 02Price target decreased by 13% to JP¥2,400Down from JP¥2,760, the current price target is provided by 1 analyst. New target price is 35% above last closing price of JP¥1,772. Stock is up 34% over the past year. The company is forecast to post earnings per share of JP¥138 for next year compared to JP¥90.04 last year.
Declared Dividend • Oct 17Dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 26th February 2026 Payment date: 13th May 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 21% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥33.49 (vs JP¥18.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥33.49 (up from JP¥18.30 in 2Q 2025). Revenue: JP¥27.9b (up 7.4% from 2Q 2025). Net income: JP¥508.0m (up 83% from 2Q 2025). Profit margin: 1.8% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail Distributors industry in Japan. 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 2% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 06Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥121 to JP¥138. Revenue forecast steady at JP¥106.0b. Net income forecast to grow 5.3% next year vs 14% growth forecast for Retail Distributors industry in Japan. Consensus price target of JP¥2,700 unchanged from last update. Share price rose 2.7% to JP¥1,766 over the past week.
Reported Earnings • Jul 13First quarter 2026 earnings released: EPS: JP¥53.99 (vs JP¥16.15 in 1Q 2025)First quarter 2026 results: EPS: JP¥53.99 (up from JP¥16.15 in 1Q 2025). Revenue: JP¥26.0b (up 3.6% from 1Q 2025). Net income: JP¥818.0m (up 235% from 1Q 2025). Profit margin: 3.1% (up from 1.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 10Media Do Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026MEDIA DO Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company now expects dividend of JPY 40 per share against previous guidance of JPY 36 per share.
Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥90.04 (up from JP¥21.06 loss in FY 2024). Revenue: JP¥101.9b (up 8.4% from FY 2024). Net income: JP¥1.36b (up JP¥1.68b from FY 2024). Profit margin: 1.3% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Apr 30Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥110 to JP¥121. Revenue forecast unchanged at JP¥106.6b. Net income forecast to grow 34% next year vs 11% growth forecast for Retail Distributors industry in Japan. Consensus price target of JP¥2,700 unchanged from last update. Share price rose 6.1% to JP¥1,751 over the past week.
お知らせ • Apr 29+ 2 more updatesMEDIA DO Co., Ltd. to Report Q2, 2026 Results on Oct 15, 2025MEDIA DO Co., Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025
お知らせ • Apr 24+ 1 more updateMEDIA DO Co., Ltd. Announces Commemorative Dividend for the Financial Year Ended February 28, 2025, Payable on May 13, 2025MEDIA DO Co., Ltd. announced commemorative dividend of JPY 8.00 per share Company's 30th anniversary and an additional JPY 1.00 dividend reflecting financial performance for the financial year ended February 28, 2025. Effective Date is May 13, 2025.
分析記事 • Apr 21Shareholders Can Be Confident That MEDIA DO's (TSE:3678) Earnings Are High QualityMEDIA DO Co., Ltd. ( TSE:3678 ) recently posted some strong earnings, and the market responded positively. Our analysis...
Reported Earnings • Apr 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥90.04 (up from JP¥21.06 loss in FY 2024). Revenue: JP¥101.9b (up 8.4% from FY 2024). Net income: JP¥1.36b (up JP¥1.68b from FY 2024). Profit margin: 1.3% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 14+ 2 more updatesMEDIA DO Co., Ltd., Annual General Meeting, May 29, 2025MEDIA DO Co., Ltd., Annual General Meeting, May 29, 2025.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Mar 26Gaudiy Inc. agreed to acquire an unknown majority stake in MyAnimeList Co., Ltd from MEDIA DO Co., Ltd. (TSE:3678).Gaudiy Inc. agreed to acquire an unknown majority stake in MyAnimeList Co., Ltd from MEDIA DO Co., Ltd. (TSE:3678) on March 26, 2025. The expected completion of the transaction is April 14, 2025.
分析記事 • Feb 21MEDIA DO (TSE:3678) Is Paying Out A Larger Dividend Than Last YearMEDIA DO Co., Ltd.'s ( TSE:3678 ) dividend will be increasing from last year's payment of the same period to ¥35.00 on...
Upcoming Dividend • Feb 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 08 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.9%).
分析記事 • Feb 07MEDIA DO (TSE:3678) Is Increasing Its Dividend To ¥35.00MEDIA DO Co., Ltd. ( TSE:3678 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Jan 29MEDIA DO Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025MEDIA DO Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025
分析記事 • Jan 24MEDIA DO (TSE:3678) Will Pay A Larger Dividend Than Last Year At ¥35.00The board of MEDIA DO Co., Ltd. ( TSE:3678 ) has announced that it will be paying its dividend of ¥35.00 on the 8th of...
Reported Earnings • Jan 12Third quarter 2025 earnings released: EPS: JP¥25.81 (vs JP¥23.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.81 (up from JP¥23.29 in 3Q 2024). Revenue: JP¥24.4b (up 6.4% from 3Q 2024). Net income: JP¥391.0m (up 11% from 3Q 2024). Profit margin: 1.6% (up from 1.5% in 3Q 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 11MEDIA DO Co., Ltd. Announces Commemorative Dividend Guidance for the Fiscal Year Ending February 28, 2025MEDIA DO Co., Ltd. announced Commemorative dividend guidance for the fiscal year ending February 28, 2025. For the year, the company expects to pay Commemorative Dividend of JPY 8.00 per share.
分析記事 • Jan 10MEDIA DO (TSE:3678) Will Pay A Larger Dividend Than Last Year At ¥27.00MEDIA DO Co., Ltd.'s ( TSE:3678 ) dividend will be increasing from last year's payment of the same period to ¥27.00 on...
お知らせ • Jan 10MEDIA DO Co., Ltd. Provides Dividend Guidance for the Fiscal Year 2024MEDIA DO Co., Ltd. provided dividend guidance For the fiscal year 2024, the company expects to pay dividend of JPY 35.00 per share against JPY 22.00 per share a year ago.
分析記事 • Oct 28MEDIA DO's (TSE:3678) Upcoming Dividend Will Be Larger Than Last Year'sMEDIA DO Co., Ltd. ( TSE:3678 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Oct 26MEDIA DO Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025MEDIA DO Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025
Reported Earnings • Oct 16Second quarter 2025 earnings released: EPS: JP¥18.30 (vs JP¥18.35 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.30 (down from JP¥18.35 in 2Q 2024). Revenue: JP¥25.9b (up 9.2% from 2Q 2024). Net income: JP¥277.0m (flat on 2Q 2024). Profit margin: 1.1% (down from 1.2% in 2Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 14MEDIA DO's (TSE:3678) Dividend Will Be Increased To ¥27.00MEDIA DO Co., Ltd. ( TSE:3678 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Oct 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years and payments have been stable during that time.
分析記事 • Sep 04Subdued Growth No Barrier To MEDIA DO Co., Ltd. (TSE:3678) With Shares Advancing 25%MEDIA DO Co., Ltd. ( TSE:3678 ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Aug 13MEDIA DO (TSE:3678) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.8% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding).
お知らせ • Jul 30MEDIA DO Co., Ltd. to Report Q2, 2025 Results on Oct 11, 2024MEDIA DO Co., Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024
New Risk • Jul 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% 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: Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (3.1% increase in shares outstanding).
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥16.15 (vs JP¥15.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.15 (up from JP¥15.20 in 1Q 2024). Revenue: JP¥25.1b (up 11% from 1Q 2024). Net income: JP¥244.0m (up 5.2% from 1Q 2024). Profit margin: 1.0% (in line with 1Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
New Risk • May 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% 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: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.7% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding).
New Risk • May 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change).
お知らせ • Apr 29MEDIA DO Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024MEDIA DO Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024
Reported Earnings • Apr 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: JP¥21.06 loss per share (down from JP¥68.35 profit in FY 2023). Revenue: JP¥94.0b (down 7.5% from FY 2023). Net loss: JP¥319.0m (down 130% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 36% per year.
お知らせ • Apr 11MEDIA DO Co., Ltd., Annual General Meeting, May 23, 2024MEDIA DO Co., Ltd., Annual General Meeting, May 23, 2024.
お知らせ • Feb 28MEDIA DO Co., Ltd. to Report Fiscal Year 2024 Results on Apr 11, 2024MEDIA DO Co., Ltd. announced that they will report fiscal year 2024 results on Apr 11, 2024
Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: JP¥23.29 (vs JP¥12.16 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.29 (up from JP¥12.16 loss in 3Q 2023). Revenue: JP¥22.9b (down 3.8% from 3Q 2023). Net income: JP¥352.0m (up JP¥539.0m from 3Q 2023). Profit margin: 1.5% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 29HEROZ, Inc. (TSE:4382) agreed to acquire 50.1% stake in A.I. Squared, Inc. from BroadBand Tower,Media Do Corporation, Masaki Ishida and Akihito Ogino.HEROZ, Inc. (TSE:4382) agreed to acquire 50.1% stake in A.I. Squared, Inc. from BroadBand Tower,Media Do Corporation, Masaki Ishida and Akihito Ogino on November 24, 2023. A.I. Squared, Inc. Reported Total assets worth ¥128 million, Total Common equity of ¥93 million, Net sales of ¥340 million, Operating loss of ¥68 million and Net Loss of ¥71 million on June 2023. Transaction is expected to complete on November 30, 2023.
お知らせ • Nov 03MEDIA DO Co., Ltd. to Report Q3, 2024 Results on Jan 15, 2024MEDIA DO Co., Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024
New Risk • Oct 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Oct 13Second quarter 2024 earnings released: EPS: JP¥18.35 (vs JP¥20.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.35 (down from JP¥20.49 in 2Q 2023). Revenue: JP¥23.8b (down 15% from 2Q 2023). Net income: JP¥277.0m (down 12% from 2Q 2023). Profit margin: 1.2% (up from 1.1% in 2Q 2023). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 49% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 30MEDIA DO Co., Ltd. to Report Q2, 2024 Results on Oct 12, 2023MEDIA DO Co., Ltd. announced that they will report Q2, 2024 results on Oct 12, 2023
Reported Earnings • Jul 15First quarter 2024 earnings released: EPS: JP¥15.20 (vs JP¥19.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥15.20 (down from JP¥19.96 in 1Q 2023). Revenue: JP¥22.6b (down 14% from 1Q 2023). Net income: JP¥232.0m (down 26% from 1Q 2023). Profit margin: 1.0% (down from 1.2% in 1Q 2023). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 13Media Do Co., Ltd. Provides Consolidated Earnings Forecasts for Fiscal Year Ending February 28, 2024MEDIA DO Co., Ltd. provided Consolidated Earnings Forecasts for Fiscal Year Ending February 28, 2024 . For the full year, the company expected net sales of JPY 100,000 million, Operating profit of JPY 2,000, Profit attributable to owners of parent of JPY 1,100 and Earnings per share of JPY 71.33.
Price Target Changed • Jun 18Price target decreased by 9.4% to JP¥6,100Down from JP¥6,733, the current price target is an average from 2 analysts. New target price is 296% above last closing price of JP¥1,542. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of JP¥76.64 for next year compared to JP¥68.35 last year.
お知らせ • May 28MEDIA DO Co., Ltd. to Report Q1, 2024 Results on Jul 13, 2023MEDIA DO Co., Ltd. announced that they will report Q1, 2024 results on Jul 13, 2023
Major Estimate Revision • Apr 28Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥102.2b to JP¥99.7b. EPS estimate also fell from JP¥93.02 per share to JP¥81.97 per share. Net income forecast to grow 70% next year vs 9.2% growth forecast for Retail Distributors industry in Japan. Consensus price target of JP¥6,500 unchanged from last update. Share price fell 6.8% to JP¥1,394 over the past week.
Major Estimate Revision • Apr 25Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥102.2b to JP¥99.7b. EPS estimate also fell from JP¥93.02 per share to JP¥81.97 per share. Net income forecast to grow 70% next year vs 9.2% growth forecast for Retail Distributors industry in Japan. Consensus price target of JP¥6,500 unchanged from last update. Share price fell 4.3% to JP¥1,419 over the past week.
Reported Earnings • Apr 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥68.35 (down from JP¥99.70 in FY 2022). Revenue: JP¥101.7b (down 2.9% from FY 2022). Net income: JP¥1.06b (down 33% from FY 2022). Profit margin: 1.0% (down from 1.5% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,520, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total loss to shareholders of 57% over the past three years.
お知らせ • Jan 17Media Do Co., Ltd. Revises Earning Guidance for the Fiscal Year Ending February 28, 2023MEDIA DO Co., Ltd. revised earning guidance for the fiscal year ending February 28, 2023. For the period, the company expects net sales of JPY 101,000 million, operating profit of JPY 2,250 million, ordinary profit of JPY 2,100 million, profit attributable to owners of parent of JPY 900 million and earnings per share of JPY 58.19 compared to previously expected net sales of JPY 100,000 million, operating profit of JPY 2,000 million and profit attributable to owners of parent of JPY 850 million.
Reported Earnings • Jan 17Third quarter 2023 earnings released: JP¥12.16 loss per share (vs JP¥16.39 profit in 3Q 2022)Third quarter 2023 results: JP¥12.16 loss per share (down from JP¥16.39 profit in 3Q 2022). Revenue: JP¥23.8b (up 1.2% from 3Q 2022). Net loss: JP¥187.0m (down 172% from profit in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Haruo Miyagi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 15Second quarter 2023 earnings released: EPS: JP¥20.49 (vs JP¥13.81 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.49 (up from JP¥13.81 in 2Q 2022). Revenue: JP¥28.0b (up 4.2% from 2Q 2022). Net income: JP¥316.0m (up 44% from 2Q 2022). Profit margin: 1.1% (up from 0.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Oct 14MEDIA DO Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2023MEDIA DO Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2023. For the year, the company expects net sales of ¥100,000 million, operating profit of ¥2,000 million, profit attributable to owners of parent of ¥850 million or ¥53.56 earnings per share.
Reported Earnings • Jul 15First quarter 2023 earnings released: EPS: JP¥19.96 (vs JP¥39.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.96 (down from JP¥39.47 in 1Q 2022). Revenue: JP¥26.3b (down 7.5% from 1Q 2022). Net income: JP¥312.0m (down 49% from 1Q 2022). Profit margin: 1.2% (down from 2.2% in 1Q 2022). Over the next year, revenue is forecast to grow 4.4%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Jul 15Media Do Co., Ltd. Provides Consolidated Earnings Forecasts for Fiscal Year Ending February 28, 2023MEDIA DO Co., Ltd. provided consolidated earnings forecasts for fiscal year ending February 28, 2023. For the year, the company expects net sales to be JYP 100,000 million. Operating profit To be JPY 2,000 million. Profit attributable to owners of parent to be JPY 850 million. Earnings per Share to be JPY 53.56.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,940, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the Online Retail industry in Japan. Total loss to shareholders of 46% over the past three years.
Major Estimate Revision • Jun 03Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥70.39 to JP¥53.96 per share. Revenue forecast steady at JP¥105.8b. Net income forecast to shrink 47% next year vs 7.7% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥6,750 unchanged from last update. Share price rose 3.9% to JP¥1,856 over the past week.
Reported Earnings • Jun 02Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥99.70. Revenue: JP¥104.7b (up 25% from FY 2021). Net income: JP¥1.58b (up 3.8% from FY 2021). Profit margin: 1.5% (down from 1.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to stay flat compared to a 14% growth forecast for the retail industry in Japan.
お知らせ • May 14+ 2 more updatesMEDIA DO Co., Ltd. to Report Q3, 2023 Results on Jan 16, 2023MEDIA DO Co., Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Ayako Kanamaru was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,849, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Online Retail industry in Japan. Total loss to shareholders of 37% over the past three years.
Major Estimate Revision • Apr 21Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥115.9b to JP¥104.1b. EPS estimate fell from JP¥125 to JP¥77.98 per share. Net income forecast to shrink 22% next year vs 12% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥6,733 unchanged from last update. Share price fell 11% to JP¥1,927 over the past week.
お知らせ • Apr 15+ 3 more updatesMEDIA DO Co., Ltd. (TSE:3678) announces an Equity Buyback for 600,000 shares, representing 3.78% of its issued share capital.MEDIA DO Co., Ltd. (TSE:3678) announces a share repurchases program. Under the program, the company is authorized to repurchase up to 600,000 shares, representing 3.78% of issue for ¥1,000 million worth. All treasury shares acquired will be canceled. The program will be valid till September 30, 2022. As of February 28, 2022, the company has 15,872,451 shares issued and 2,817 shares in treasury.
Reported Earnings • Apr 15Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥99.70. Revenue: JP¥104.7b (up 25% from FY 2021). Net income: JP¥1.58b (up 3.8% from FY 2021). Profit margin: 1.5% (down from 1.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 3.3%, compared to a 16% growth forecast for the retail industry in Japan.
Price Target Changed • Apr 01Price target decreased to JP¥6,733Down from JP¥7,833, the current price target is an average from 4 analysts. New target price is 174% above last closing price of JP¥2,455. Stock is down 64% over the past year. The company is forecast to post earnings per share of JP¥99.93 for next year compared to JP¥104 last year.
お知らせ • Feb 24MEDIA DO Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022MEDIA DO Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.1%).
Reported Earnings • Jan 14Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥16.39 (down from JP¥24.17 in 3Q 2021). Revenue: JP¥23.5b (up 16% from 3Q 2021). Net income: JP¥260.0m (down 27% from 3Q 2021). Profit margin: 1.1% (down from 1.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 17% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 14MEDIA DO Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022MEDIA DO Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales to be JPY 100,000 million. Operating profit to be JPY 3,000 million. Profit attributable to owners of parent to be JPY 1,600 million. Earnings per share to be JPY 100.90.
Price Target Changed • Nov 04Price target decreased to JP¥7,833Down from JP¥8,767, the current price target is an average from 5 analysts. New target price is 73% above last closing price of JP¥4,515. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥104 last year.
Reported Earnings • Oct 14Second quarter 2022 earnings released: EPS JP¥13.81 (vs JP¥32.22 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥26.8b (up 25% from 2Q 2021). Net income: JP¥219.0m (down 52% from 2Q 2021). Profit margin: 0.8% (down from 2.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
