View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsMamezo 将来の成長Future 基準チェック /46Mamezo利益と収益がそれぞれ年間11.7%と11.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に41.3% 11.7%なると予測されています。主要情報11.7%収益成長率11.68%EPS成長率IT 収益成長11.1%収益成長率11.8%将来の株主資本利益率41.25%アナリストカバレッジLow最終更新日04 Dec 2025今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 12BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) completed the acquisition of 34.06% stake in Mamezo Co., Ltd. (TSE:202A).BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) proposed to acquire 34.06% stake in Mamezo Co., Ltd. (TSE:202A) for ¥19.4 billion on January 23, 2026. A cash consideration valued at ¥3551 per share will be paid by BPEA EQT Mid-Market Growth Partnership, Scsp and EQT AB (publ). The consummation of the acquisition is subject to customary conditions. Mori Hamada & Matsumoto LPC acted as the legal advisor along with Goldman Sachs Japan Co., Ltd. acting as the financial advisor to EQT AB. Deloitte Tohmatsu Financial Advisory LLC acted as the financial advisor to Mamezo Co., Ltd. Mizuho Securities Co., Ltd. acted as the financial advisor to M&I Co., Ltd. TMI Associates acted as the legal advisor to Mamezo Co., Ltd. BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) completed the acquisition of 34.06% stake in Mamezo Co., Ltd. (TSE:202A) on March 10, 2026.お知らせ • Jan 24BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) proposed to acquire Mamezo Co., Ltd. (TSE:202A) for ¥57.0 billion.BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) proposed to acquire Mamezo Co., Ltd. (TSE:202A) for ¥57.0 billion on January 23, 2026. A cash consideration valued at ¥3551 per share will be paid by BPEA EQT Mid-Market Growth Partnership, Scsp and EQT AB (publ). The consummation of the acquisition is subject to customary conditions.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥4,095, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 237% over the past year.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,280, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 172% over the past year.Declared Dividend • Dec 13First half dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (77% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,405, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 192% over the past year.分析記事 • Nov 19Investors Shouldn't Be Too Comfortable With Mamezo Digital Holdings' (TSE:202A) EarningsUnsurprisingly, Mamezo Digital Holdings Co., Ltd.'s ( TSE:202A ) stock price was strong on the back of its healthy...New Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.3% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risk Dividend is not well covered by earnings (90% payout ratio).Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥26.27 (vs JP¥20.36 in 2Q 2025)Second quarter 2026 results: EPS: JP¥26.27 (up from JP¥20.36 in 2Q 2025). Revenue: JP¥2.92b (up 14% from 2Q 2025). Net income: JP¥421.7m (up 29% from 2Q 2025). Profit margin: 14% (up from 13% in 2Q 2025). 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 5.3% growth forecast for the IT industry in Japan.New Risk • Nov 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥2,824, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 136% over the past year.Buy Or Sell Opportunity • Nov 04Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to JP¥2,620. The fair value is estimated to be JP¥2,002, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last year. Earnings per share has grown by 25%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,133, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 85% over the past year.分析記事 • Sep 24Mamezo Digital Holdings (TSE:202A) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • Aug 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. 4 non-independent directors. Outside Independent Director Munehiro Nomura 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 • Aug 15First quarter 2026 earnings released: EPS: JP¥22.68 (vs JP¥15.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.68 (up from JP¥15.19 in 1Q 2025). Revenue: JP¥2.89b (up 24% from 1Q 2025). Net income: JP¥364.0m (up 50% from 1Q 2025). Profit margin: 13% (up from 10% in 1Q 2025). 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 5.4% growth forecast for the IT industry in Japan.New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (0% cash payout ratio).Reported Earnings • Jun 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥89.35 (up from JP¥72.44 in FY 2024). Revenue: JP¥10.6b (up 10% from FY 2024). Net income: JP¥1.43b (up 24% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,878, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the IT industry in Japan.New Risk • Jun 21New 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 7.2% 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.分析記事 • Jun 12Earnings Not Telling The Story For Mamezo Digital Holdings Co., Ltd. (TSE:202A) After Shares Rise 26%Mamezo Digital Holdings Co., Ltd. ( TSE:202A ) shares have had a really impressive month, gaining 26% after a shaky...お知らせ • Jun 12+ 2 more updatesMamezo Digital Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Mamezo Digital Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026Buy Or Sell Opportunity • May 28Now 21% undervaluedOver the last 90 days, the stock has risen 1.4% to JP¥1,472. The fair value is estimated to be JP¥1,865, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.お知らせ • May 12+ 3 more updatesMamezo Digital Holdings Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2026Mamezo Digital Holdings Co., Ltd. provided year-end dividend guidance for the fiscal year ending March 31, 2026. For the year the company expects to pay a dividend of JPY 61.00 per share compared to JPY 60.00 per share a year ago.分析記事 • Apr 15Mamezo Digital Holdings Co., Ltd.'s (TSE:202A) Popularity With Investors Is ClearWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider Mamezo...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,095, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the IT industry in Japan.お知らせ • Mar 01Mamezo Digital Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Mamezo Digital Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025New Risk • Dec 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.お知らせ • Dec 06Mamezo Digital Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Mamezo Digital Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Buy Or Sell Opportunity • Oct 28Now 27% overvaluedOver the last 90 days, the stock has fallen 7.6% to JP¥1,273. The fair value is estimated to be JP¥1,004, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last year. Earnings per share has grown by 5.1%.お知らせ • Aug 31Mamezo Digital Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Mamezo Digital Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Buy Or Sell Opportunity • Aug 14Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,230. The fair value is estimated to be JP¥1,012, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last year. Earnings per share has grown by 5.1%.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,007, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 17x in the IT industry in Japan.お知らせ • Jul 18Mamezo Digital Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Mamezo Digital Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024お知らせ • Jun 28Mamezo Digital Holdings Co., Ltd. has completed an IPO in the amount of ¥6.0249 billion.Mamezo Digital Holdings Co., Ltd. has completed an IPO in the amount of ¥6.0249 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 4,480,000 Price\Range: ¥1330 Discount Per Security: ¥101.43 Security Name: Shares Security Type: Common Stock Securities Offered: 50,000 Price\Range: ¥1330 Discount Per Security: ¥101.43Board Change • Jun 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Director Kenji Miyata is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測TSE:202A - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202814,7902,0901,7201,92013/31/202713,1401,7901,4601,66013/31/202611,6601,5801,2801,48019/30/202511,0941,5981,2921,336N/A6/30/202510,7221,463N/AN/AN/A3/31/202510,5511,4331,2541,371N/A12/31/202410,1681,190N/AN/AN/A3/31/20249,5861,159N/AN/AN/A3/31/20238,8591,103N/AN/AN/A3/31/20228,1741,133N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 202Aの予測収益成長率 (年間11.7% ) は 貯蓄率 ( 0.7% ) を上回っています。収益対市場: 202Aの収益 ( 11.7% ) はJP市場 ( 8.7% ) よりも速いペースで成長すると予測されています。高成長収益: 202Aの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 202Aの収益 ( 11.8% ) JP市場 ( 5.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 202Aの収益 ( 11.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 202Aの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 41.3 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/03/13 19:13終値2026/03/13 00:00収益2025/09/30年間収益2025/03/31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Mamezo Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Satoshi SakaeNomura Securities Co. Ltd.
お知らせ • Mar 12BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) completed the acquisition of 34.06% stake in Mamezo Co., Ltd. (TSE:202A).BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) proposed to acquire 34.06% stake in Mamezo Co., Ltd. (TSE:202A) for ¥19.4 billion on January 23, 2026. A cash consideration valued at ¥3551 per share will be paid by BPEA EQT Mid-Market Growth Partnership, Scsp and EQT AB (publ). The consummation of the acquisition is subject to customary conditions. Mori Hamada & Matsumoto LPC acted as the legal advisor along with Goldman Sachs Japan Co., Ltd. acting as the financial advisor to EQT AB. Deloitte Tohmatsu Financial Advisory LLC acted as the financial advisor to Mamezo Co., Ltd. Mizuho Securities Co., Ltd. acted as the financial advisor to M&I Co., Ltd. TMI Associates acted as the legal advisor to Mamezo Co., Ltd. BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) completed the acquisition of 34.06% stake in Mamezo Co., Ltd. (TSE:202A) on March 10, 2026.
お知らせ • Jan 24BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) proposed to acquire Mamezo Co., Ltd. (TSE:202A) for ¥57.0 billion.BPEA EQT Mid-Market Growth Partnership, Scsp managed by EQT AB (publ) (OM:EQT) proposed to acquire Mamezo Co., Ltd. (TSE:202A) for ¥57.0 billion on January 23, 2026. A cash consideration valued at ¥3551 per share will be paid by BPEA EQT Mid-Market Growth Partnership, Scsp and EQT AB (publ). The consummation of the acquisition is subject to customary conditions.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥4,095, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 237% over the past year.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,280, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 172% over the past year.
Declared Dividend • Dec 13First half dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (77% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,405, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 192% over the past year.
分析記事 • Nov 19Investors Shouldn't Be Too Comfortable With Mamezo Digital Holdings' (TSE:202A) EarningsUnsurprisingly, Mamezo Digital Holdings Co., Ltd.'s ( TSE:202A ) stock price was strong on the back of its healthy...
New Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.3% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risk Dividend is not well covered by earnings (90% payout ratio).
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥26.27 (vs JP¥20.36 in 2Q 2025)Second quarter 2026 results: EPS: JP¥26.27 (up from JP¥20.36 in 2Q 2025). Revenue: JP¥2.92b (up 14% from 2Q 2025). Net income: JP¥421.7m (up 29% from 2Q 2025). Profit margin: 14% (up from 13% in 2Q 2025). 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 5.3% growth forecast for the IT industry in Japan.
New Risk • Nov 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥2,824, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 136% over the past year.
Buy Or Sell Opportunity • Nov 04Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to JP¥2,620. The fair value is estimated to be JP¥2,002, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last year. Earnings per share has grown by 25%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,133, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 85% over the past year.
分析記事 • Sep 24Mamezo Digital Holdings (TSE:202A) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • Aug 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. 4 non-independent directors. Outside Independent Director Munehiro Nomura 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 • Aug 15First quarter 2026 earnings released: EPS: JP¥22.68 (vs JP¥15.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.68 (up from JP¥15.19 in 1Q 2025). Revenue: JP¥2.89b (up 24% from 1Q 2025). Net income: JP¥364.0m (up 50% from 1Q 2025). Profit margin: 13% (up from 10% in 1Q 2025). 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 5.4% growth forecast for the IT industry in Japan.
New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (0% cash payout ratio).
Reported Earnings • Jun 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥89.35 (up from JP¥72.44 in FY 2024). Revenue: JP¥10.6b (up 10% from FY 2024). Net income: JP¥1.43b (up 24% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,878, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the IT industry in Japan.
New Risk • Jun 21New 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 7.2% 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.
分析記事 • Jun 12Earnings Not Telling The Story For Mamezo Digital Holdings Co., Ltd. (TSE:202A) After Shares Rise 26%Mamezo Digital Holdings Co., Ltd. ( TSE:202A ) shares have had a really impressive month, gaining 26% after a shaky...
お知らせ • Jun 12+ 2 more updatesMamezo Digital Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Mamezo Digital Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
Buy Or Sell Opportunity • May 28Now 21% undervaluedOver the last 90 days, the stock has risen 1.4% to JP¥1,472. The fair value is estimated to be JP¥1,865, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
お知らせ • May 12+ 3 more updatesMamezo Digital Holdings Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2026Mamezo Digital Holdings Co., Ltd. provided year-end dividend guidance for the fiscal year ending March 31, 2026. For the year the company expects to pay a dividend of JPY 61.00 per share compared to JPY 60.00 per share a year ago.
分析記事 • Apr 15Mamezo Digital Holdings Co., Ltd.'s (TSE:202A) Popularity With Investors Is ClearWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider Mamezo...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,095, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the IT industry in Japan.
お知らせ • Mar 01Mamezo Digital Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Mamezo Digital Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
New Risk • Dec 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.
お知らせ • Dec 06Mamezo Digital Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Mamezo Digital Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Buy Or Sell Opportunity • Oct 28Now 27% overvaluedOver the last 90 days, the stock has fallen 7.6% to JP¥1,273. The fair value is estimated to be JP¥1,004, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last year. Earnings per share has grown by 5.1%.
お知らせ • Aug 31Mamezo Digital Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Mamezo Digital Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Buy Or Sell Opportunity • Aug 14Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,230. The fair value is estimated to be JP¥1,012, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last year. Earnings per share has grown by 5.1%.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,007, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 17x in the IT industry in Japan.
お知らせ • Jul 18Mamezo Digital Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Mamezo Digital Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
お知らせ • Jun 28Mamezo Digital Holdings Co., Ltd. has completed an IPO in the amount of ¥6.0249 billion.Mamezo Digital Holdings Co., Ltd. has completed an IPO in the amount of ¥6.0249 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 4,480,000 Price\Range: ¥1330 Discount Per Security: ¥101.43 Security Name: Shares Security Type: Common Stock Securities Offered: 50,000 Price\Range: ¥1330 Discount Per Security: ¥101.43
Board Change • Jun 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Director Kenji Miyata is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.