This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsNEC Networks & System Integration（1973）株式概要NECネッツエスアイは、通信インフラ構築会社として国内外で事業を展開している。 詳細1973 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金0/6報酬過去1年間で収益は12.1%増加しました リスク分析リスクチェックの結果、1973 、リスクは検出されなかった。すべてのリスクチェックを見る1973 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥3.29k該当なし内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0444b2016201920222025202620282031Revenue JP¥444.2bEarnings JP¥20.4bAdvancedSet Fair ValueView all narrativesNEC Networks & System Integration Corporation 競合他社Dentsu SokenSymbol: TSE:4812Market cap: JP¥395.6bBIPROGYSymbol: TSE:8056Market cap: JP¥419.2bNSDSymbol: TSE:9759Market cap: JP¥191.1bSHIFTSymbol: TSE:3697Market cap: JP¥162.8b価格と性能株価の高値、安値、推移の概要NEC Networks & System Integration過去の株価現在の株価US$3,285.0052週高値US$3,420.0052週安値US$2,139.00ベータ0.0171ヶ月の変化-0.45%3ヶ月変化-0.15%1年変化27.03%3年間の変化84.97%5年間の変化123.98%IPOからの変化510.09%最新ニュースお知らせ • Mar 20NEC Networks & System Integration Corporation(TSE:1973) dropped from FTSE All-World Index (USD)NEC Networks & System Integration Corporation(TSE:1973) dropped from FTSE All-World Index (USD)お知らせ • Mar 06NEC Networks & System Integration to Delist from Prime Section of the Tokyo Stock Exchange, Effective March 21, 2025NEC Networks & System Integration Corporation will be delisted from Prime Section of the Tokyo Stock Exchange effective from March 21, 2025, due to Reverse stock split.Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥38.84 (vs JP¥27.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥38.84 (up from JP¥27.51 in 3Q 2024). Revenue: JP¥93.7b (flat on 3Q 2024). Net income: JP¥5.79b (up 41% from 3Q 2024). Profit margin: 6.2% (up from 4.3% in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 21NEC Networks & System Integration Corporation to Report Q3, 2025 Results on Jan 30, 2025NEC Networks & System Integration Corporation announced that they will report Q3, 2025 results on Jan 30, 2025分析記事 • Dec 18Is NEC Networks & System Integration (TSE:1973) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Nov 22NEC Networks & System Integration Corporation's (TSE:1973) 26% Price Boost Is Out Of Tune With EarningsNEC Networks & System Integration Corporation ( TSE:1973 ) shareholders have had their patience rewarded with a 26...最新情報をもっと見るRecent updatesお知らせ • Mar 20NEC Networks & System Integration Corporation(TSE:1973) dropped from FTSE All-World Index (USD)NEC Networks & System Integration Corporation(TSE:1973) dropped from FTSE All-World Index (USD)お知らせ • Mar 06NEC Networks & System Integration to Delist from Prime Section of the Tokyo Stock Exchange, Effective March 21, 2025NEC Networks & System Integration Corporation will be delisted from Prime Section of the Tokyo Stock Exchange effective from March 21, 2025, due to Reverse stock split.Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥38.84 (vs JP¥27.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥38.84 (up from JP¥27.51 in 3Q 2024). Revenue: JP¥93.7b (flat on 3Q 2024). Net income: JP¥5.79b (up 41% from 3Q 2024). Profit margin: 6.2% (up from 4.3% in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 21NEC Networks & System Integration Corporation to Report Q3, 2025 Results on Jan 30, 2025NEC Networks & System Integration Corporation announced that they will report Q3, 2025 results on Jan 30, 2025分析記事 • Dec 18Is NEC Networks & System Integration (TSE:1973) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Nov 22NEC Networks & System Integration Corporation's (TSE:1973) 26% Price Boost Is Out Of Tune With EarningsNEC Networks & System Integration Corporation ( TSE:1973 ) shareholders have had their patience rewarded with a 26...分析記事 • Nov 05NEC Networks & System Integration's (TSE:1973) Earnings Seem To Be PromisingShareholders appeared to be happy with NEC Networks & System Integration Corporation's ( TSE:1973 ) solid earnings...Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥15.64 (vs JP¥22.95 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.64 (down from JP¥22.95 in 2Q 2024). Revenue: JP¥92.9b (up 11% from 2Q 2024). Net income: JP¥2.33b (down 32% from 2Q 2024). Profit margin: 2.5% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥3,250, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,335 per share.分析記事 • Sep 22NEC Networks & System Integration (TSE:1973) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Upcoming Dividend • Sep 20Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).分析記事 • Sep 04NEC Networks & System Integration's (TSE:1973) Shareholders Will Receive A Bigger Dividend Than Last YearNEC Networks & System Integration Corporation's ( TSE:1973 ) dividend will be increasing from last year's payment of...お知らせ • Aug 30NEC Networks & System Integration Corporation to Report Q2, 2025 Results on Oct 29, 2024NEC Networks & System Integration Corporation announced that they will report Q2, 2025 results on Oct 29, 2024分析記事 • Aug 21NEC Networks & System Integration (TSE:1973) Is Paying Out A Larger Dividend Than Last YearNEC Networks & System Integration Corporation ( TSE:1973 ) will increase its dividend from last year's comparable...Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥10.19 (vs JP¥1.22 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.19 (up from JP¥1.22 in 1Q 2024). Revenue: JP¥79.1b (up 10% from 1Q 2024). Net income: JP¥1.52b (up JP¥1.34b from 1Q 2024). Profit margin: 1.9% (up from 0.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Jul 25NEC Networks & System Integration (TSE:1973) Has Announced That It Will Be Increasing Its Dividend To ¥28.00NEC Networks & System Integration Corporation ( TSE:1973 ) has announced that it will be increasing its dividend from...分析記事 • Jul 11NEC Networks & System Integration's (TSE:1973) Dividend Will Be Increased To ¥28.00NEC Networks & System Integration Corporation's ( TSE:1973 ) dividend will be increasing from last year's payment of...Declared Dividend • Jul 11Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jun 29Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Michiko Ashizawa is the most experienced director on the board, commencing their role in 2018. Independent Outside Director Mikiko Morimoto was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Jun 28Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥103 (up from JP¥92.74 in FY 2023). Revenue: JP¥359.5b (up 12% from FY 2023). Net income: JP¥15.3b (up 11% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Jun 13Is NEC Networks & System Integration (TSE:1973) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jun 06NEC Networks & System Integration Corporation to Report Q1, 2025 Results on Jul 30, 2024NEC Networks & System Integration Corporation announced that they will report Q1, 2025 results on Jul 30, 2024分析記事 • May 21NEC Networks & System Integration Corporation (TSE:1973) Not Flying Under The RadarWith a price-to-earnings (or "P/E") ratio of 22.8x NEC Networks & System Integration Corporation ( TSE:1973 ) may be...Reported Earnings • May 01Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥103 (up from JP¥92.74 in FY 2023). Revenue: JP¥359.5b (up 12% from FY 2023). Net income: JP¥15.3b (up 11% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Apr 29NEC Networks & System Integration Corporation, Annual General Meeting, Jun 24, 2024NEC Networks & System Integration Corporation, Annual General Meeting, Jun 24, 2024.分析記事 • Apr 09We Like These Underlying Return On Capital Trends At NEC Networks & System Integration (TSE:1973)To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Upcoming Dividend • Mar 21Upcoming dividend of JP¥24.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).分析記事 • Mar 02NEC Networks & System Integration (TSE:1973) Will Pay A Dividend Of ¥24.50NEC Networks & System Integration Corporation ( TSE:1973 ) will pay a dividend of ¥24.50 on the 3rd of June. This will...お知らせ • Mar 02NEC Networks & System Integration Corporation to Report Q4, 2024 Results on Apr 26, 2024NEC Networks & System Integration Corporation announced that they will report Q4, 2024 results on Apr 26, 2024分析記事 • Feb 26These 4 Measures Indicate That NEC Networks & System Integration (TSE:1973) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥27.51 (vs JP¥22.91 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.51 (up from JP¥22.91 in 3Q 2023). Revenue: JP¥94.2b (up 19% from 3Q 2023). Net income: JP¥4.10b (up 20% from 3Q 2023). Profit margin: 4.3% (in line with 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Price Target Changed • Jan 26Price target increased by 14% to JP¥2,475Up from JP¥2,175, the current price target is an average from 2 analysts. New target price is 9.9% above last closing price of JP¥2,252. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥92.74 last year.お知らせ • Nov 29NEC Networks & System Integration Corporation to Report Q3, 2024 Results on Jan 30, 2024NEC Networks & System Integration Corporation announced that they will report Q3, 2024 results on Jan 30, 2024Price Target Changed • Nov 17Price target increased by 14% to JP¥2,475Up from JP¥2,175, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥2,201. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥92.74 last year.Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥22.95 (vs JP¥14.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.95 (up from JP¥14.79 in 2Q 2023). Revenue: JP¥83.5b (up 11% from 2Q 2023). Net income: JP¥3.42b (up 55% from 2Q 2023). Profit margin: 4.1% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥24.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).Buying Opportunity • Sep 09Now 20% undervaluedOver the last 90 days, the stock is up 3.1%. The fair value is estimated to be JP¥2,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.お知らせ • Aug 30NEC Networks & System Integration Corporation to Report Q2, 2024 Results on Oct 30, 2023NEC Networks & System Integration Corporation announced that they will report Q2, 2024 results on Oct 30, 2023Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥1.22 (vs JP¥3.33 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.22 (down from JP¥3.33 in 1Q 2023). Revenue: JP¥71.7b (up 6.0% from 1Q 2023). Net income: JP¥182.0m (down 63% from 1Q 2023). Profit margin: 0.3% (down from 0.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jun 02NEC Networks & System Integration Corporation, Annual General Meeting, Jun 23, 2023NEC Networks & System Integration Corporation, Annual General Meeting, Jun 23, 2023, at 10:00 Tokyo Standard Time. Location: 8F Hall, NEC Networks & System Integration Corporation Head Office Building 3-9-14, Shibaura, Minato-ku Tokyo Japan Agenda: To consider the Business Report and Consolidated Financial Statements for the 91st Term (from April 1, 2022 to March 31, 2023), as well as the results of audit of the Consolidated Financial Statements by the Accounting Auditor and the Board of Corporate Auditors; to consider the Non-consolidated Financial Statements for the 91st Term (from April 1, 2022 to March 31, 2023); to consider election of nine (9) Directors; to consider election of two (2) Corporate Auditors; and to transact such other business matter.お知らせ • Jun 01NEC Networks & System Integration Corporation to Report Q1, 2024 Results on Jul 28, 2023NEC Networks & System Integration Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥92.74 (down from JP¥101 in FY 2022). Revenue: JP¥320.8b (up 3.4% from FY 2022). Net income: JP¥13.8b (down 8.0% from FY 2022). Profit margin: 4.3% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 92%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥22.91 (vs JP¥20.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.91 (up from JP¥20.02 in 3Q 2022). Revenue: JP¥79.2b (up 1.7% from 3Q 2022). Net income: JP¥3.41b (up 14% from 3Q 2022). Profit margin: 4.3% (up from 3.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.6%. The fair value is estimated to be JP¥2,075, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.お知らせ • Nov 27NEC Networks & System Integration Corporation to Report Q3, 2023 Results on Jan 30, 2023NEC Networks & System Integration Corporation announced that they will report Q3, 2023 results on Jan 30, 2023Major Estimate Revision • Nov 16Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥329.1b to JP¥325.1b. EPS estimate also fell from JP¥106 per share to JP¥90.95 per share. Net income forecast to grow 21% next year vs 12% growth forecast for IT industry in Japan. Consensus price target of JP¥2,200 unchanged from last update. Share price was steady at JP¥1,688 over the past week.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mamoru Yoshida was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 10Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥329.1b to JP¥325.1b. EPS estimate also fell from JP¥106 per share to JP¥90.95 per share. Net income forecast to grow 21% next year vs 14% growth forecast for IT industry in Japan. Consensus price target of JP¥2,333 unchanged from last update. Share price rose 8.3% to JP¥1,663 over the past week.Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥14.79 (vs JP¥20.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.79 (down from JP¥20.48 in 2Q 2022). Revenue: JP¥75.1b (up 2.4% from 2Q 2022). Net income: JP¥2.20b (down 28% from 2Q 2022). Profit margin: 2.9% (down from 4.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Aug 31NEC Networks & System Integration Corporation to Report Q2, 2023 Results on Oct 28, 2022NEC Networks & System Integration Corporation announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥3.33 (vs JP¥11.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.33 (down from JP¥11.10 in 1Q 2022). Revenue: JP¥67.6b (flat on 1Q 2022). Net income: JP¥496.0m (down 70% from 1Q 2022). Profit margin: 0.7% (down from 2.4% in 1Q 2022). Over the next year, revenue is forecast to grow 9.1%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 08NEC Networks & System Integration Corporation to Report Q1, 2023 Results on Jul 28, 2022NEC Networks & System Integration Corporation announced that they will report Q1, 2023 results on Jul 28, 2022お知らせ • May 02NEC Networks & System Integration Corporation, Annual General Meeting, Jun 24, 2022NEC Networks & System Integration Corporation, Annual General Meeting, Jun 24, 2022.Reported Earnings • Apr 30Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥101 (down from JP¥106 in FY 2021). Revenue: JP¥310.3b (down 8.5% from FY 2021). Net income: JP¥15.0b (down 4.6% from FY 2021). Profit margin: 4.8% (up from 4.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 8.8%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mamoru Yoshida was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07NEC Networks & System Integration Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022NEC Networks & System Integration Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥20.02 (down from JP¥29.48 in 3Q 2021). Revenue: JP¥77.9b (down 5.3% from 3Q 2021). Net income: JP¥2.98b (down 32% from 3Q 2021). Profit margin: 3.8% (down from 5.3% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 2.6%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 28% per year.Price Target Changed • Dec 22Price target increased to JP¥2,567Up from JP¥2,197, the current price target is an average from 5 analysts. New target price is 46% above last closing price of JP¥1,755. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of JP¥113 for next year compared to JP¥106 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Price Target Changed • Sep 07Price target increased to JP¥2,397Up from JP¥2,197, the current price target is an average from 5 analysts. New target price is 10% above last closing price of JP¥2,170. Stock is up 16% over the past year.Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥106 (vs JP¥63.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥339.1b (up 12% from FY 2020). Net income: JP¥15.7b (up 67% from FY 2020). Profit margin: 4.6% (up from 3.1% 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 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥106 (vs JP¥63.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥339.1b (up 12% from FY 2020). Net income: JP¥15.7b (up 67% from FY 2020). Profit margin: 4.6% (up from 3.1% 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 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 03 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).お知らせ • Mar 06NEC Networks & System Integration Corporation to Report Fiscal Year 2021 Results on Apr 27, 2021NEC Networks & System Integration Corporation announced that they will report fiscal year 2021 results on Apr 27, 2021Price Target Changed • Feb 09Price target raised to JP¥2,163Up from JP¥2,017, the current price target is an average from 4 analysts. The new target price is 8.6% above the current share price of JP¥1,992. As of last close, the stock is up 42% over the past year.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥29.48 (vs JP¥9.36 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥82.3b (up 5.8% from 3Q 2020). Net income: JP¥4.39b (up 215% from 3Q 2020). Profit margin: 5.3% (up from 1.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 03Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 2.4%, compared to a 8.4% growth forecast for the IT industry in Japan.Is New 90 Day High Low • Feb 02New 90-day high: JP¥2,010The company is up 6.0% from its price of JP¥1,903 on 04 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,983 per share.お知らせ • Dec 03NEC Networks & System Integration Corporation to Report Q3, 2021 Results on Jan 29, 2021NEC Networks & System Integration Corporation announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Dec 03New 90-day low: JP¥1,760The company is down 9.0% from its price of JP¥1,927 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,654 per share.お知らせ • Sep 03NEC Networks & System Integration Corporation to Report Q2, 2021 Results on Oct 29, 2020NEC Networks & System Integration Corporation announced that they will report Q2, 2021 results on Oct 29, 2020株主還元1973JP ITJP 市場7D0%-7.2%-1.4%1Y27.0%-14.1%41.1%株主還元を見る業界別リターン: 1973過去 1 年間で-14.1 % の収益を上げたJP IT業界を上回りました。リターン対市場: 1973過去 1 年間で41.1 % の収益を上げたJP市場を上回りました。価格変動Is 1973's price volatile compared to industry and market?1973 volatility1973 Average Weekly Movement1.2%IT Industry Average Movement4.9%Market Average Movement4.6%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 1973 、 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: 1973の 週次ボラティリティ ( 1% ) 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19537,774Yushi Ushijimawww.nesic.co.jpNECネッツエスアイは、通信インフラ構築会社として国内外に事業を展開。DXソリューション事業」、「ネットワークソリューション事業」、「社会・環境ソリューション事業」、「その他」の4つのセグメントで事業を展開している。DXソリューション事業」は、企業等のICT基盤に関するシステムインテグレーションサービス、アウトソーシング/クラウドサービス、コンタクトセンターサービス等を提供している。ネットワークソリューション事業」は、通信事業者や社会インフラ事業者向けに、ネットワークインフラに関するシステムインテグレーション・サービスの提供やネットワーク機器の提供を行っている。社会・環境ソリューション事業」は、ICTシステム・サービスの保守・運用・監視等のサポートサービス、全社サービス基盤の運用を行っている。その他事業」は、情報通信機器の仕入・販売を行っている。テレフォニーサーバ、テレビ会議システム、ルータ、スイッチ、ネットワークテスター、インターフェイスコンバータ、ロードバランサ、アクセラレータ、インターネットトラフィック、SSL-VPNアクセス、ファイアウォール、不正アクセス検知、認証システム、運用保守、スパムブロック、物理セキュリティ、ログ管理、業種・業務別アプリケーション、ソフトウェアなどを提供している。NECネッツエスアイは1953年に設立され、東京に本社を置いている。2025年1月10日現在、NECネットワークス＆システムインテグレーション株式会社は日本電気株式会社の子会社として運営されている。もっと見るNEC Networks & System Integration Corporation 基礎のまとめNEC Networks & System Integration の収益と売上を時価総額と比較するとどうか。1973 基礎統計学時価総額JP¥339.13b収益（TTM）JP¥17.27b売上高(TTM)JP¥375.84b0.0xPER（株価収益率0.0xP/Sレシオ1973 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1973 損益計算書（TTM）収益JP¥375.84b売上原価JP¥300.05b売上総利益JP¥75.79bその他の費用JP¥58.53b収益JP¥17.27b直近の収益報告Dec 31, 2024次回決算日該当なし一株当たり利益（EPS）115.90グロス・マージン20.17%純利益率4.59%有利子負債／自己資本比率4.9%1973 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/03/25 21:38終値2025/03/19 00:00収益2024/12/31年間収益2024/03/31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NEC Networks & System Integration Corporation 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。5 アナリスト機関Makoto UenoDaiwa Securities Co. Ltd.Yoko MizoguchiIchiyoshi Research Institute Inc.Kentaro MaekawaNomura Securities Co. Ltd.2 その他のアナリストを表示
お知らせ • Mar 20NEC Networks & System Integration Corporation(TSE:1973) dropped from FTSE All-World Index (USD)NEC Networks & System Integration Corporation(TSE:1973) dropped from FTSE All-World Index (USD)
お知らせ • Mar 06NEC Networks & System Integration to Delist from Prime Section of the Tokyo Stock Exchange, Effective March 21, 2025NEC Networks & System Integration Corporation will be delisted from Prime Section of the Tokyo Stock Exchange effective from March 21, 2025, due to Reverse stock split.
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥38.84 (vs JP¥27.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥38.84 (up from JP¥27.51 in 3Q 2024). Revenue: JP¥93.7b (flat on 3Q 2024). Net income: JP¥5.79b (up 41% from 3Q 2024). Profit margin: 6.2% (up from 4.3% in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 21NEC Networks & System Integration Corporation to Report Q3, 2025 Results on Jan 30, 2025NEC Networks & System Integration Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
分析記事 • Dec 18Is NEC Networks & System Integration (TSE:1973) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Nov 22NEC Networks & System Integration Corporation's (TSE:1973) 26% Price Boost Is Out Of Tune With EarningsNEC Networks & System Integration Corporation ( TSE:1973 ) shareholders have had their patience rewarded with a 26...
お知らせ • Mar 20NEC Networks & System Integration Corporation(TSE:1973) dropped from FTSE All-World Index (USD)NEC Networks & System Integration Corporation(TSE:1973) dropped from FTSE All-World Index (USD)
お知らせ • Mar 06NEC Networks & System Integration to Delist from Prime Section of the Tokyo Stock Exchange, Effective March 21, 2025NEC Networks & System Integration Corporation will be delisted from Prime Section of the Tokyo Stock Exchange effective from March 21, 2025, due to Reverse stock split.
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥38.84 (vs JP¥27.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥38.84 (up from JP¥27.51 in 3Q 2024). Revenue: JP¥93.7b (flat on 3Q 2024). Net income: JP¥5.79b (up 41% from 3Q 2024). Profit margin: 6.2% (up from 4.3% in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 21NEC Networks & System Integration Corporation to Report Q3, 2025 Results on Jan 30, 2025NEC Networks & System Integration Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
分析記事 • Dec 18Is NEC Networks & System Integration (TSE:1973) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Nov 22NEC Networks & System Integration Corporation's (TSE:1973) 26% Price Boost Is Out Of Tune With EarningsNEC Networks & System Integration Corporation ( TSE:1973 ) shareholders have had their patience rewarded with a 26...
分析記事 • Nov 05NEC Networks & System Integration's (TSE:1973) Earnings Seem To Be PromisingShareholders appeared to be happy with NEC Networks & System Integration Corporation's ( TSE:1973 ) solid earnings...
Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥15.64 (vs JP¥22.95 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.64 (down from JP¥22.95 in 2Q 2024). Revenue: JP¥92.9b (up 11% from 2Q 2024). Net income: JP¥2.33b (down 32% from 2Q 2024). Profit margin: 2.5% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥3,250, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,335 per share.
分析記事 • Sep 22NEC Networks & System Integration (TSE:1973) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
分析記事 • Sep 04NEC Networks & System Integration's (TSE:1973) Shareholders Will Receive A Bigger Dividend Than Last YearNEC Networks & System Integration Corporation's ( TSE:1973 ) dividend will be increasing from last year's payment of...
お知らせ • Aug 30NEC Networks & System Integration Corporation to Report Q2, 2025 Results on Oct 29, 2024NEC Networks & System Integration Corporation announced that they will report Q2, 2025 results on Oct 29, 2024
分析記事 • Aug 21NEC Networks & System Integration (TSE:1973) Is Paying Out A Larger Dividend Than Last YearNEC Networks & System Integration Corporation ( TSE:1973 ) will increase its dividend from last year's comparable...
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥10.19 (vs JP¥1.22 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.19 (up from JP¥1.22 in 1Q 2024). Revenue: JP¥79.1b (up 10% from 1Q 2024). Net income: JP¥1.52b (up JP¥1.34b from 1Q 2024). Profit margin: 1.9% (up from 0.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Jul 25NEC Networks & System Integration (TSE:1973) Has Announced That It Will Be Increasing Its Dividend To ¥28.00NEC Networks & System Integration Corporation ( TSE:1973 ) has announced that it will be increasing its dividend from...
分析記事 • Jul 11NEC Networks & System Integration's (TSE:1973) Dividend Will Be Increased To ¥28.00NEC Networks & System Integration Corporation's ( TSE:1973 ) dividend will be increasing from last year's payment of...
Declared Dividend • Jul 11Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jun 29Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Michiko Ashizawa is the most experienced director on the board, commencing their role in 2018. Independent Outside Director Mikiko Morimoto was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Jun 28Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥103 (up from JP¥92.74 in FY 2023). Revenue: JP¥359.5b (up 12% from FY 2023). Net income: JP¥15.3b (up 11% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Jun 13Is NEC Networks & System Integration (TSE:1973) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jun 06NEC Networks & System Integration Corporation to Report Q1, 2025 Results on Jul 30, 2024NEC Networks & System Integration Corporation announced that they will report Q1, 2025 results on Jul 30, 2024
分析記事 • May 21NEC Networks & System Integration Corporation (TSE:1973) Not Flying Under The RadarWith a price-to-earnings (or "P/E") ratio of 22.8x NEC Networks & System Integration Corporation ( TSE:1973 ) may be...
Reported Earnings • May 01Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥103 (up from JP¥92.74 in FY 2023). Revenue: JP¥359.5b (up 12% from FY 2023). Net income: JP¥15.3b (up 11% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Apr 29NEC Networks & System Integration Corporation, Annual General Meeting, Jun 24, 2024NEC Networks & System Integration Corporation, Annual General Meeting, Jun 24, 2024.
分析記事 • Apr 09We Like These Underlying Return On Capital Trends At NEC Networks & System Integration (TSE:1973)To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥24.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
分析記事 • Mar 02NEC Networks & System Integration (TSE:1973) Will Pay A Dividend Of ¥24.50NEC Networks & System Integration Corporation ( TSE:1973 ) will pay a dividend of ¥24.50 on the 3rd of June. This will...
お知らせ • Mar 02NEC Networks & System Integration Corporation to Report Q4, 2024 Results on Apr 26, 2024NEC Networks & System Integration Corporation announced that they will report Q4, 2024 results on Apr 26, 2024
分析記事 • Feb 26These 4 Measures Indicate That NEC Networks & System Integration (TSE:1973) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥27.51 (vs JP¥22.91 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.51 (up from JP¥22.91 in 3Q 2023). Revenue: JP¥94.2b (up 19% from 3Q 2023). Net income: JP¥4.10b (up 20% from 3Q 2023). Profit margin: 4.3% (in line with 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Price Target Changed • Jan 26Price target increased by 14% to JP¥2,475Up from JP¥2,175, the current price target is an average from 2 analysts. New target price is 9.9% above last closing price of JP¥2,252. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥92.74 last year.
お知らせ • Nov 29NEC Networks & System Integration Corporation to Report Q3, 2024 Results on Jan 30, 2024NEC Networks & System Integration Corporation announced that they will report Q3, 2024 results on Jan 30, 2024
Price Target Changed • Nov 17Price target increased by 14% to JP¥2,475Up from JP¥2,175, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥2,201. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥92.74 last year.
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥22.95 (vs JP¥14.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.95 (up from JP¥14.79 in 2Q 2023). Revenue: JP¥83.5b (up 11% from 2Q 2023). Net income: JP¥3.42b (up 55% from 2Q 2023). Profit margin: 4.1% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥24.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).
Buying Opportunity • Sep 09Now 20% undervaluedOver the last 90 days, the stock is up 3.1%. The fair value is estimated to be JP¥2,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
お知らせ • Aug 30NEC Networks & System Integration Corporation to Report Q2, 2024 Results on Oct 30, 2023NEC Networks & System Integration Corporation announced that they will report Q2, 2024 results on Oct 30, 2023
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥1.22 (vs JP¥3.33 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.22 (down from JP¥3.33 in 1Q 2023). Revenue: JP¥71.7b (up 6.0% from 1Q 2023). Net income: JP¥182.0m (down 63% from 1Q 2023). Profit margin: 0.3% (down from 0.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jun 02NEC Networks & System Integration Corporation, Annual General Meeting, Jun 23, 2023NEC Networks & System Integration Corporation, Annual General Meeting, Jun 23, 2023, at 10:00 Tokyo Standard Time. Location: 8F Hall, NEC Networks & System Integration Corporation Head Office Building 3-9-14, Shibaura, Minato-ku Tokyo Japan Agenda: To consider the Business Report and Consolidated Financial Statements for the 91st Term (from April 1, 2022 to March 31, 2023), as well as the results of audit of the Consolidated Financial Statements by the Accounting Auditor and the Board of Corporate Auditors; to consider the Non-consolidated Financial Statements for the 91st Term (from April 1, 2022 to March 31, 2023); to consider election of nine (9) Directors; to consider election of two (2) Corporate Auditors; and to transact such other business matter.
お知らせ • Jun 01NEC Networks & System Integration Corporation to Report Q1, 2024 Results on Jul 28, 2023NEC Networks & System Integration Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥92.74 (down from JP¥101 in FY 2022). Revenue: JP¥320.8b (up 3.4% from FY 2022). Net income: JP¥13.8b (down 8.0% from FY 2022). Profit margin: 4.3% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 92%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥22.91 (vs JP¥20.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.91 (up from JP¥20.02 in 3Q 2022). Revenue: JP¥79.2b (up 1.7% from 3Q 2022). Net income: JP¥3.41b (up 14% from 3Q 2022). Profit margin: 4.3% (up from 3.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.6%. The fair value is estimated to be JP¥2,075, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
お知らせ • Nov 27NEC Networks & System Integration Corporation to Report Q3, 2023 Results on Jan 30, 2023NEC Networks & System Integration Corporation announced that they will report Q3, 2023 results on Jan 30, 2023
Major Estimate Revision • Nov 16Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥329.1b to JP¥325.1b. EPS estimate also fell from JP¥106 per share to JP¥90.95 per share. Net income forecast to grow 21% next year vs 12% growth forecast for IT industry in Japan. Consensus price target of JP¥2,200 unchanged from last update. Share price was steady at JP¥1,688 over the past week.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mamoru Yoshida was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 10Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥329.1b to JP¥325.1b. EPS estimate also fell from JP¥106 per share to JP¥90.95 per share. Net income forecast to grow 21% next year vs 14% growth forecast for IT industry in Japan. Consensus price target of JP¥2,333 unchanged from last update. Share price rose 8.3% to JP¥1,663 over the past week.
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥14.79 (vs JP¥20.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.79 (down from JP¥20.48 in 2Q 2022). Revenue: JP¥75.1b (up 2.4% from 2Q 2022). Net income: JP¥2.20b (down 28% from 2Q 2022). Profit margin: 2.9% (down from 4.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Aug 31NEC Networks & System Integration Corporation to Report Q2, 2023 Results on Oct 28, 2022NEC Networks & System Integration Corporation announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥3.33 (vs JP¥11.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.33 (down from JP¥11.10 in 1Q 2022). Revenue: JP¥67.6b (flat on 1Q 2022). Net income: JP¥496.0m (down 70% from 1Q 2022). Profit margin: 0.7% (down from 2.4% in 1Q 2022). Over the next year, revenue is forecast to grow 9.1%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 08NEC Networks & System Integration Corporation to Report Q1, 2023 Results on Jul 28, 2022NEC Networks & System Integration Corporation announced that they will report Q1, 2023 results on Jul 28, 2022
お知らせ • May 02NEC Networks & System Integration Corporation, Annual General Meeting, Jun 24, 2022NEC Networks & System Integration Corporation, Annual General Meeting, Jun 24, 2022.
Reported Earnings • Apr 30Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥101 (down from JP¥106 in FY 2021). Revenue: JP¥310.3b (down 8.5% from FY 2021). Net income: JP¥15.0b (down 4.6% from FY 2021). Profit margin: 4.8% (up from 4.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 8.8%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mamoru Yoshida was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07NEC Networks & System Integration Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022NEC Networks & System Integration Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥20.02 (down from JP¥29.48 in 3Q 2021). Revenue: JP¥77.9b (down 5.3% from 3Q 2021). Net income: JP¥2.98b (down 32% from 3Q 2021). Profit margin: 3.8% (down from 5.3% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 2.6%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 28% per year.
Price Target Changed • Dec 22Price target increased to JP¥2,567Up from JP¥2,197, the current price target is an average from 5 analysts. New target price is 46% above last closing price of JP¥1,755. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of JP¥113 for next year compared to JP¥106 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Price Target Changed • Sep 07Price target increased to JP¥2,397Up from JP¥2,197, the current price target is an average from 5 analysts. New target price is 10% above last closing price of JP¥2,170. Stock is up 16% over the past year.
Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥106 (vs JP¥63.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥339.1b (up 12% from FY 2020). Net income: JP¥15.7b (up 67% from FY 2020). Profit margin: 4.6% (up from 3.1% 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 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥106 (vs JP¥63.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥339.1b (up 12% from FY 2020). Net income: JP¥15.7b (up 67% from FY 2020). Profit margin: 4.6% (up from 3.1% 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 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 03 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).
お知らせ • Mar 06NEC Networks & System Integration Corporation to Report Fiscal Year 2021 Results on Apr 27, 2021NEC Networks & System Integration Corporation announced that they will report fiscal year 2021 results on Apr 27, 2021
Price Target Changed • Feb 09Price target raised to JP¥2,163Up from JP¥2,017, the current price target is an average from 4 analysts. The new target price is 8.6% above the current share price of JP¥1,992. As of last close, the stock is up 42% over the past year.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥29.48 (vs JP¥9.36 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥82.3b (up 5.8% from 3Q 2020). Net income: JP¥4.39b (up 215% from 3Q 2020). Profit margin: 5.3% (up from 1.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 03Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 2.4%, compared to a 8.4% growth forecast for the IT industry in Japan.
Is New 90 Day High Low • Feb 02New 90-day high: JP¥2,010The company is up 6.0% from its price of JP¥1,903 on 04 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,983 per share.
お知らせ • Dec 03NEC Networks & System Integration Corporation to Report Q3, 2021 Results on Jan 29, 2021NEC Networks & System Integration Corporation announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Dec 03New 90-day low: JP¥1,760The company is down 9.0% from its price of JP¥1,927 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,654 per share.
お知らせ • Sep 03NEC Networks & System Integration Corporation to Report Q2, 2021 Results on Oct 29, 2020NEC Networks & System Integration Corporation announced that they will report Q2, 2021 results on Oct 29, 2020
