Dawn（2303）株式概要ドーン社は、日本における様々な安全・安心クラウドサービスの開発・保守を行っている。 詳細2303 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金1/6報酬過去5年間の収益は年間13.2%増加しました。 リスク分析意味のある時価総額がありません ( ¥8B )すべてのリスクチェックを見る2303 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¥2.82k14.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue JP¥2.6bEarnings JP¥709.0mAdvancedSet Fair ValueView all narrativesDawn Corp. 競合他社SOLXYZSymbol: TSE:4284Market cap: JP¥8.7bSystem DSymbol: TSE:3804Market cap: JP¥9.6bZenmuTechSymbol: TSE:338AMarket cap: JP¥7.4bShowa System EngineeringSymbol: TSE:4752Market cap: JP¥6.5b価格と性能株価の高値、安値、推移の概要Dawn過去の株価現在の株価JP¥2,819.0052週高値JP¥3,100.0052週安値JP¥2,181.00ベータ-0.141ヶ月の変化-2.83%3ヶ月変化10.81%1年変化28.72%3年間の変化38.12%5年間の変化1.26%IPOからの変化59.94%最新ニュースUpcoming Dividend • May 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.2%).Reported Earnings • Apr 10Third quarter 2026 earnings released: EPS: JP¥50.11 (vs JP¥45.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥50.11 (up from JP¥45.93 in 3Q 2025). Revenue: JP¥444.0m (down 12% from 3Q 2025). Net income: JP¥152.0m (up 8.3% from 3Q 2025). Profit margin: 34% (up from 28% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to JP¥2,601. The fair value is estimated to be JP¥2,141, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 15%.Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.3% to JP¥2,580. The fair value is estimated to be JP¥2,148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 15%.Declared Dividend • Jan 10Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 28th May 2026 Payment date: 31st August 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Sustainability & GrowthReported Earnings • Jan 09Second quarter 2026 earnings released: EPS: JP¥29.46 (vs JP¥16.90 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.46 (up from JP¥16.90 in 2Q 2025). Revenue: JP¥343.0m (up 23% from 2Q 2025). Net income: JP¥89.6m (up 72% from 2Q 2025). Profit margin: 26% (up from 19% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.最新情報をもっと見るRecent updatesUpcoming Dividend • May 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.2%).Reported Earnings • Apr 10Third quarter 2026 earnings released: EPS: JP¥50.11 (vs JP¥45.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥50.11 (up from JP¥45.93 in 3Q 2025). Revenue: JP¥444.0m (down 12% from 3Q 2025). Net income: JP¥152.0m (up 8.3% from 3Q 2025). Profit margin: 34% (up from 28% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to JP¥2,601. The fair value is estimated to be JP¥2,141, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 15%.Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.3% to JP¥2,580. The fair value is estimated to be JP¥2,148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 15%.Declared Dividend • Jan 10Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 28th May 2026 Payment date: 31st August 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Sustainability & GrowthReported Earnings • Jan 09Second quarter 2026 earnings released: EPS: JP¥29.46 (vs JP¥16.90 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.46 (up from JP¥16.90 in 2Q 2025). Revenue: JP¥343.0m (up 23% from 2Q 2025). Net income: JP¥89.6m (up 72% from 2Q 2025). Profit margin: 26% (up from 19% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.お知らせ • Jan 08Dawn Corp. (TSE:2303) announces an Equity Buyback for 100,000 shares, representing 3.28% for ¥200 million.Dawn Corp. (TSE:2303) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 3.28% of its share capital, for ¥200 million. The purpose of the program is to returning profits to shareholders, improving capital efficiency, and implementing flexible capital policies according to the business environment. The repurchased shares will be used for restricted stock compensation. The program will expire on March 31, 2026. As of December 31, 2025, the company had 3,046,394 shares in issue (excluding treasury stock) and 253,606 shares in treasury.Buy Or Sell Opportunity • Jan 05Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,523. The fair value is estimated to be JP¥2,075, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 15%.Buy Or Sell Opportunity • Oct 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.5% to JP¥2,445. The fair value is estimated to be JP¥2,017, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 15%.Reported Earnings • Oct 10First quarter 2026 earnings released: EPS: JP¥19.44 (vs JP¥22.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.44 (down from JP¥22.46 in 1Q 2025). Revenue: JP¥303.0m (down 4.7% from 1Q 2025). Net income: JP¥59.0m (down 14% from 1Q 2025). Profit margin: 20% (down from 22% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29+ 2 more updatesDawn Corp. to Report Q3, 2026 Results on Apr 09, 2026Dawn Corp. announced that they will report Q3, 2026 results on Apr 09, 2026Reported Earnings • Jul 14Full year 2025 earnings released: EPS: JP¥136 (vs JP¥125 in FY 2024)Full year 2025 results: EPS: JP¥136 (up from JP¥125 in FY 2024). Revenue: JP¥1.65b (up 9.7% from FY 2024). Net income: JP¥418.0m (up 7.7% from FY 2024). Profit margin: 25% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 10+ 2 more updatesDawn Corp., Annual General Meeting, Aug 28, 2025Dawn Corp., Annual General Meeting, Aug 28, 2025.New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥7.01b market cap, or US$47.7m).Upcoming Dividend • May 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 29 August 2025. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.5%).Buy Or Sell Opportunity • Apr 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥2,087. The fair value is estimated to be JP¥2,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 16%.お知らせ • Apr 12Dawn Corp. Provides Dividend Guidance for the Fiscal Year Ending May 31, 2025Dawn Corp. announced dividend guidance for the fiscal year ending May 31, 2025. For the period, the company expects to pay dividend of JPY 24 per share against JPY 20 per share paid a year ago.Reported Earnings • Apr 11Third quarter 2025 earnings released: EPS: JP¥38.08 (vs JP¥37.94 in 3Q 2024)Third quarter 2025 results: EPS: JP¥38.08. Revenue: JP¥418.0m (up 1.2% from 3Q 2024). Net income: JP¥117.0m (flat on 3Q 2024). Profit margin: 28% (in line with 3Q 2024).分析記事 • Apr 05Dawn (TSE:2303) Is Aiming To Keep Up Its Impressive ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Buy Or Sell Opportunity • Jan 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to JP¥2,083. The fair value is estimated to be JP¥2,615, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Jan 12First half 2025 earnings released: EPS: JP¥44.93 (vs JP¥40.15 in 1H 2024)First half 2025 results: EPS: JP¥44.93 (up from JP¥40.15 in 1H 2024). Revenue: JP¥635.6m (up 15% from 1H 2024). Net income: JP¥138.1m (up 11% from 1H 2024). Profit margin: 22% (down from 23% in 1H 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jan 11Dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 29th May 2025 Payment date: 29th August 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Sustainability & Growthお知らせ • Jan 09+ 1 more updateDawn Corp. Announced Non-Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Dawn Corp. announced non-consolidated earnings guidance for the fiscal year ending May 31, 2025. For the period, the company expects net sales of JPY 1,580 million, operating profit of JPY 560 million, net income of JPY 395 million and basic earnings per share of JPY 128.63.Buy Or Sell Opportunity • Dec 19Now 23% undervaluedOver the last 90 days, the stock has risen 18% to JP¥2,410. The fair value is estimated to be JP¥3,133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 17%.New Risk • Dec 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥7.41b market cap, or US$48.5m).お知らせ • Aug 16Dawn Corp. to Report Q1, 2025 Results on Oct 10, 2024Dawn Corp. announced that they will report Q1, 2025 results on Oct 10, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,711, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 27% over the past three years.Reported Earnings • Jul 16Full year 2024 earnings released: EPS: JP¥125 (vs JP¥101 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥101 in FY 2023). Revenue: JP¥1.50b (up 9.6% from FY 2023). Net income: JP¥388.0m (up 21% from FY 2023). Profit margin: 26% (up from 24% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% 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 • Jul 12Dawn Corp., Annual General Meeting, Aug 28, 2024Dawn Corp., Annual General Meeting, Aug 28, 2024.Buy Or Sell Opportunity • Jul 08Now 20% undervaluedOver the last 90 days, the stock has risen 4.2% to JP¥2,117. The fair value is estimated to be JP¥2,656, 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 14%.Upcoming Dividend • May 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 30 August 2024. The average dividend yield among industry peers is 1.4%.お知らせ • May 03Dawn Corp. to Report Fiscal Year 2024 Results on Jul 11, 2024Dawn Corp. announced that they will report fiscal year 2024 results on Jul 11, 2024Reported Earnings • Apr 09Third quarter 2024 earnings released: EPS: JP¥37.94 (vs JP¥43.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥37.94 (down from JP¥43.08 in 3Q 2023). Revenue: JP¥413.0m (down 12% from 3Q 2023). Net income: JP¥118.0m (down 14% from 3Q 2023). Profit margin: 29% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jan 28Dawn Corp. to Report Q3, 2024 Results on Apr 08, 2024Dawn Corp. announced that they will report Q3, 2024 results on Apr 08, 2024Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥2,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Jan 13Second quarter 2024 earnings released: EPS: JP¥25.03 (vs JP¥14.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥25.03 (up from JP¥14.66 in 2Q 2023). Revenue: JP¥299.0m (up 22% from 2Q 2023). Net income: JP¥78.0m (up 66% from 2Q 2023). Profit margin: 26% (up from 19% in 2Q 2023). 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 fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jan 11Dawn Corp. (TSE:2303) announces an Equity Buyback for 60,000 shares, representing 1.92% for ¥100 million.Dawn Corp. (TSE:2303) announces a share repurchase program. Under the program, the company will repurchase up to 60,000 shares, representing 1.92% of its share capital, for ¥100 million. The purpose of the program is to returning profits to shareholders, improving capital efficiency, and implementing flexible capital policies according to the business environment. The repurchased shares will be used for restricted stock compensation. The program will expire on March 31, 2024. As of December 31, 2023, the company had 3,120,032 shares in issue (excluding treasury stock) and 179,968 shares in treasury.Buying Opportunity • Dec 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.1%. The fair value is estimated to be JP¥2,421, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 16%.お知らせ • Nov 01Dawn Corp. to Report Q2, 2024 Results on Jan 11, 2024Dawn Corp. announced that they will report Q2, 2024 results on Jan 11, 2024Reported Earnings • Oct 11First quarter 2024 earnings released: EPS: JP¥15.11 (vs JP¥14.67 in 1Q 2023)First quarter 2024 results: EPS: JP¥15.11 (up from JP¥14.67 in 1Q 2023). Revenue: JP¥252.0m (down 7.4% from 1Q 2023). Net income: JP¥47.0m (flat on 1Q 2023). Profit margin: 19% (up from 17% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buying Opportunity • Oct 11Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥2,414, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Sep 05Full year 2023 earnings released: EPS: JP¥101 (vs JP¥88.37 in FY 2022)Full year 2023 results: EPS: JP¥101 (up from JP¥88.37 in FY 2022). Revenue: JP¥1.37b (up 12% from FY 2022). Net income: JP¥321.0m (up 13% from FY 2022). Profit margin: 24% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jul 30Dawn Corp. to Report Q1, 2024 Results on Oct 10, 2023Dawn Corp. announced that they will report Q1, 2024 results on Oct 10, 2023Reported Earnings • Jul 16Full year 2023 earnings released: EPS: JP¥101 (vs JP¥88.37 in FY 2022)Full year 2023 results: EPS: JP¥101 (up from JP¥88.37 in FY 2022). Revenue: JP¥1.37b (up 12% from FY 2022). Net income: JP¥321.0m (up 13% from FY 2022). Profit margin: 24% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jul 13Dawn Corp., Annual General Meeting, Aug 29, 2023Dawn Corp., Annual General Meeting, Aug 29, 2023.Upcoming Dividend • May 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 May 2023. Payment date: 28 August 2023. This is the first dividend for Dawn since going public. The average dividend yield among industry peers is 1.6%.Reported Earnings • Apr 08Third quarter 2023 earnings released: EPS: JP¥43.08 (vs JP¥24.34 in 3Q 2022)Third quarter 2023 results: EPS: JP¥43.08 (up from JP¥24.34 in 3Q 2022). Revenue: JP¥467.0m (up 54% from 3Q 2022). Net income: JP¥137.0m (up 76% from 3Q 2022). Profit margin: 29% (up from 26% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,221, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 25x in the Software industry in Japan. Total loss to shareholders of 3.0% over the past three years.お知らせ • Jan 29Dawn Corp. to Report Q3, 2023 Results on Apr 06, 2023Dawn Corp. announced that they will report Q3, 2023 results on Apr 06, 2023Reported Earnings • Jan 13Second quarter 2023 earnings released: EPS: JP¥14.66 (vs JP¥26.54 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.66 (down from JP¥26.54 in 2Q 2022). Revenue: JP¥245.0m (down 22% from 2Q 2022). Net income: JP¥47.0m (down 45% from 2Q 2022). Profit margin: 19% (down from 27% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jan 12Dawn Corp. (TSE:2303) announces an Equity Buyback for 100,000 shares, representing 3.12% for ¥200 million.Dawn Corp. (TSE:2303) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 3.12% of its share capital, for ¥200 million. The purpose of the program is to enable the implementation of agile capital policies in response to changes in the business environment and shareholder returns and improvement of capital efficiency. The program will expire on May 31, 2023. As of December 31, 2022, the company had 3,209,632 shares in issue (excluding treasury stock) and 90,368 shares in treasury.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. No independent directors (4 non-independent directors). Director Kanezaki Sadao was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Nov 02Dawn Corp. to Report Q2, 2023 Results on Jan 12, 2023Dawn Corp. announced that they will report Q2, 2023 results on Jan 12, 2023Reported Earnings • Oct 09First quarter 2023 earnings released: EPS: JP¥14.67 (vs JP¥9.38 in 1Q 2022)First quarter 2023 results: EPS: JP¥14.67 (up from JP¥9.38 in 1Q 2022). Revenue: JP¥272.0m (up 28% from 1Q 2022). Net income: JP¥47.0m (up 57% from 1Q 2022). Profit margin: 17% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 11% per year.お知らせ • Aug 04Dawn Corp. to Report Q1, 2023 Results on Oct 06, 2022Dawn Corp. announced that they will report Q1, 2023 results on Oct 06, 2022Reported Earnings • Jul 10Full year 2022 earnings released: EPS: JP¥88.37 (vs JP¥74.14 in FY 2021)Full year 2022 results: EPS: JP¥88.37 (up from JP¥74.14 in FY 2021). Revenue: JP¥1.22b (up 9.2% from FY 2021). Net income: JP¥283.0m (up 19% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). 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 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 08Dawn Corp., Annual General Meeting, Aug 25, 2022Dawn Corp., Annual General Meeting, Aug 25, 2022.Upcoming Dividend • May 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 29 August 2022. The company last paid an ordinary dividend in July 2011. The average dividend yield among industry peers is 1.8%.お知らせ • May 02Dawn Corp. to Report Fiscal Year 2022 Results on Jul 07, 2022Dawn Corp. announced that they will report fiscal year 2022 results on Jul 07, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Kanezaki Sadao was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 08Third quarter 2022 earnings released: EPS: JP¥24.34 (vs JP¥18.75 in 3Q 2021)Third quarter 2022 results: EPS: JP¥24.34 (up from JP¥18.75 in 3Q 2021). Revenue: JP¥304.0m (up 11% from 3Q 2021). Net income: JP¥78.0m (up 30% from 3Q 2021). Profit margin: 26% (up from 22% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,024, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 105% over the past three years.お知らせ • Jan 30Dawn Corp. to Report Q3, 2022 Results on Apr 07, 2022Dawn Corp. announced that they will report Q3, 2022 results on Apr 07, 2022Reported Earnings • Jan 13Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥26.54 (up from JP¥14.39 in 2Q 2021). Revenue: JP¥312.0m (up 36% from 2Q 2021). Net income: JP¥85.0m (up 85% from 2Q 2021). Profit margin: 27% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,629, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 65% over the past three years.Reported Earnings • Oct 08First quarter 2022 earnings released: EPS JP¥9.38 (vs JP¥11.91 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥213.0m (down 2.7% from 1Q 2021). Net income: JP¥30.0m (down 21% from 1Q 2021). Profit margin: 14% (down from 17% in 1Q 2021). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,971, the stock trades at a trailing P/E ratio of 40.1x. Average trailing P/E is 30x in the Software industry in Japan. Total returns to shareholders of 105% over the past three years.Reported Earnings • Jul 10Full year 2021 earnings released: EPS JP¥74.14 (vs JP¥62.72 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.12b (up 6.6% from FY 2020). Net income: JP¥237.0m (up 19% from FY 2020). Profit margin: 21% (up from 19% 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 23% per year whereas the company’s share price has increased by 25% per year.Upcoming Dividend • May 22Inaugural dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 27 August 2021. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.4%.分析記事 • May 04Dawn (TYO:2303) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...分析記事 • Apr 11Should You Be Adding Dawn (TYO:2303) To Your Watchlist Today?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Reported Earnings • Apr 10Third quarter 2021 earnings released: EPS JP¥18.75 (vs JP¥9.71 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥274.0m (up 19% from 3Q 2020). Net income: JP¥60.0m (up 94% from 3Q 2020). Profit margin: 22% (up from 13% 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 23% per year whereas the company’s share price has increased by 22% per year.分析記事 • Mar 21The Dawn (TYO:2303) Share Price Has Gained 119%, So Why Not Pay It Some Attention?While Dawn Corp. ( TYO:2303 ) shareholders are probably generally happy, the stock hasn't had particularly good run...分析記事 • Feb 22Is Dawn Corp.'s (TYO:2303) Latest Stock Performance A Reflection Of Its Financial Health?Dawn's (TYO:2303) stock is up by a considerable 49% over the past three months. Since the market usually pay for a...分析記事 • Feb 01Will The ROCE Trend At Dawn (TYO:2303) Continue?What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...お知らせ • Jan 31Dawn Corp. to Report Q3, 2021 Results on Apr 08, 2021Dawn Corp. announced that they will report Q3, 2021 results on Apr 08, 2021分析記事 • Jan 11Are Dawn's (TYO:2303) Statutory Earnings A Good Guide To Its Underlying Profitability?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...Reported Earnings • Jan 09Second quarter 2021 earnings released: EPS JP¥14.39The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥230.0m (down 5.0% from 2Q 2020). Net income: JP¥46.0m (up 15% from 2Q 2020). Profit margin: 20% (up from 17% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥3,640, the stock is trading at a trailing P/E ratio of 58.1x, up from the previous P/E ratio of 49.5x. This compares to an average P/E of 36x in the Software industry in Japan. Total returns to shareholders over the past three years are 207%.Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,900, the stock is trading at a trailing P/E ratio of 62.2x, up from the previous P/E ratio of 53.7x. This compares to an average P/E of 37x in the Software industry in Japan. Total returns to shareholders over the past three years are 227%.分析記事 • Dec 21Imagine Holding Dawn (TYO:2303) Shares While The Price Zoomed 776% HigherLong term investing can be life changing when you buy and hold the truly great businesses. While the best companies are...Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥3,505, the stock is trading at a trailing P/E ratio of 55.9x, up from the previous P/E ratio of 45.9x. This compares to an average P/E of 38x in the Software industry in Japan. Total returns to shareholders over the past three years are 211%.Is New 90 Day High Low • Dec 10New 90-day high: JP¥2,706The company is up 33% from its price of JP¥2,029 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 6.0% over the same period.Valuation Update With 7 Day Price Move • Dec 10Market bids up stock over the past weekAfter last week's 19% share price gain to JP¥2,706, the stock is trading at a trailing P/E ratio of 43.2x, up from the previous P/E ratio of 36.2x. This compares to an average P/E of 38x in the Software industry in Japan. Total returns to shareholders over the past three years are 125%.分析記事 • Nov 22Will Weakness in Dawn Corp.'s (TYO:2303) Stock Prove Temporary Given Strong Fundamentals?Dawn (TYO:2303) has had a rough three months with its share price down 3.2%. But if you pay close attention, you might...Reported Earnings • Oct 10First quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥200.0m, up 1.4% from the prior year. Total revenue was JP¥1.08b over the last 12 months, up 14% from the prior year.お知らせ • Aug 10Dawn Corp. to Report Q1, 2021 Results on Oct 08, 2020Dawn Corp. announced that they will report Q1, 2021 results on Oct 08, 2020株主還元2303JP SoftwareJP 市場7D4.4%4.3%3.4%1Y28.7%-23.8%43.2%株主還元を見る業界別リターン: 2303過去 1 年間で-23.8 % の収益を上げたJP Software業界を上回りました。リターン対市場: 2303は、過去 1 年間で43.2 % のリターンを上げたJP市場を下回りました。価格変動Is 2303's price volatile compared to industry and market?2303 volatility2303 Average Weekly Movement6.1%Software Industry Average Movement6.1%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 2303 、 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: 2303の 週次ボラティリティ ( 6% ) 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199165Masanobu Miyazakiwww.dawn-corp.co.jpドーン株式会社は、日本国内で様々な安全・安心クラウドサービスの開発・保守を行っている。クラウド緊急通報サービス「NET119」、映像通報システム「Live110」「Live119」、災害情報共有サービス「DMaCS」、AED搬送支援システム「AED GO」、メッセージ配信サービス「mailio」、インターネット公共地図サービス「タウンガイダンスまちづくりマップ」などを提供している。また、新世代GISミドルウェア「GeoBase/GeoBase NET」、ビデオ通話システム「Live-X」、統合型GISを構築できるクラウドサービス「タウンマッププロ」、感染症危機管理システム、簡易ログ解析サービスなども提供している。また、地理情報関連システムの提供、地理情報システム構築用ソフトウェアのライセンス販売も行っている。同社は1991年に設立され、神戸に本社を置いている。もっと見るDawn Corp. 基礎のまとめDawn の収益と売上を時価総額と比較するとどうか。2303 基礎統計学時価総額JP¥8.48b収益（TTM）JP¥463.43m売上高(TTM)JP¥1.68b18.3xPER（株価収益率5.0xP/Sレシオ2303 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2303 損益計算書（TTM）収益JP¥1.68b売上原価JP¥526.05m売上総利益JP¥1.16bその他の費用JP¥693.99m収益JP¥463.43m直近の収益報告Feb 28, 2026次回決算日Jul 09, 2026一株当たり利益（EPS）154.12グロス・マージン68.75%純利益率27.53%有利子負債／自己資本比率0%2303 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回りn/a配当性向2303 配当は確実ですか？2303 配当履歴とベンチマークを見る2303 、いつまでに購入すれば配当金を受け取れますか？Dawn 配当日配当落ち日May 28 2026配当支払日Aug 31 2026配当落ちまでの日数1 day配当支払日までの日数96 days2303 配当は確実ですか？2303 配当履歴とベンチマークを見る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2026/05/26 23:38終値2026/05/26 00:00収益2026/02/28年間収益2025/05/31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Dawn Corp. 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。0
Upcoming Dividend • May 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.2%).
Reported Earnings • Apr 10Third quarter 2026 earnings released: EPS: JP¥50.11 (vs JP¥45.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥50.11 (up from JP¥45.93 in 3Q 2025). Revenue: JP¥444.0m (down 12% from 3Q 2025). Net income: JP¥152.0m (up 8.3% from 3Q 2025). Profit margin: 34% (up from 28% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to JP¥2,601. The fair value is estimated to be JP¥2,141, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 15%.
Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.3% to JP¥2,580. The fair value is estimated to be JP¥2,148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 15%.
Declared Dividend • Jan 10Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 28th May 2026 Payment date: 31st August 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Sustainability & Growth
Reported Earnings • Jan 09Second quarter 2026 earnings released: EPS: JP¥29.46 (vs JP¥16.90 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.46 (up from JP¥16.90 in 2Q 2025). Revenue: JP¥343.0m (up 23% from 2Q 2025). Net income: JP¥89.6m (up 72% from 2Q 2025). Profit margin: 26% (up from 19% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.
Upcoming Dividend • May 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.2%).
Reported Earnings • Apr 10Third quarter 2026 earnings released: EPS: JP¥50.11 (vs JP¥45.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥50.11 (up from JP¥45.93 in 3Q 2025). Revenue: JP¥444.0m (down 12% from 3Q 2025). Net income: JP¥152.0m (up 8.3% from 3Q 2025). Profit margin: 34% (up from 28% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to JP¥2,601. The fair value is estimated to be JP¥2,141, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 15%.
Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.3% to JP¥2,580. The fair value is estimated to be JP¥2,148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 15%.
Declared Dividend • Jan 10Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 28th May 2026 Payment date: 31st August 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Sustainability & Growth
Reported Earnings • Jan 09Second quarter 2026 earnings released: EPS: JP¥29.46 (vs JP¥16.90 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.46 (up from JP¥16.90 in 2Q 2025). Revenue: JP¥343.0m (up 23% from 2Q 2025). Net income: JP¥89.6m (up 72% from 2Q 2025). Profit margin: 26% (up from 19% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Jan 08Dawn Corp. (TSE:2303) announces an Equity Buyback for 100,000 shares, representing 3.28% for ¥200 million.Dawn Corp. (TSE:2303) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 3.28% of its share capital, for ¥200 million. The purpose of the program is to returning profits to shareholders, improving capital efficiency, and implementing flexible capital policies according to the business environment. The repurchased shares will be used for restricted stock compensation. The program will expire on March 31, 2026. As of December 31, 2025, the company had 3,046,394 shares in issue (excluding treasury stock) and 253,606 shares in treasury.
Buy Or Sell Opportunity • Jan 05Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,523. The fair value is estimated to be JP¥2,075, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 15%.
Buy Or Sell Opportunity • Oct 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.5% to JP¥2,445. The fair value is estimated to be JP¥2,017, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 15%.
Reported Earnings • Oct 10First quarter 2026 earnings released: EPS: JP¥19.44 (vs JP¥22.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.44 (down from JP¥22.46 in 1Q 2025). Revenue: JP¥303.0m (down 4.7% from 1Q 2025). Net income: JP¥59.0m (down 14% from 1Q 2025). Profit margin: 20% (down from 22% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29+ 2 more updatesDawn Corp. to Report Q3, 2026 Results on Apr 09, 2026Dawn Corp. announced that they will report Q3, 2026 results on Apr 09, 2026
Reported Earnings • Jul 14Full year 2025 earnings released: EPS: JP¥136 (vs JP¥125 in FY 2024)Full year 2025 results: EPS: JP¥136 (up from JP¥125 in FY 2024). Revenue: JP¥1.65b (up 9.7% from FY 2024). Net income: JP¥418.0m (up 7.7% from FY 2024). Profit margin: 25% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 10+ 2 more updatesDawn Corp., Annual General Meeting, Aug 28, 2025Dawn Corp., Annual General Meeting, Aug 28, 2025.
New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥7.01b market cap, or US$47.7m).
Upcoming Dividend • May 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 29 August 2025. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.5%).
Buy Or Sell Opportunity • Apr 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥2,087. The fair value is estimated to be JP¥2,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 16%.
お知らせ • Apr 12Dawn Corp. Provides Dividend Guidance for the Fiscal Year Ending May 31, 2025Dawn Corp. announced dividend guidance for the fiscal year ending May 31, 2025. For the period, the company expects to pay dividend of JPY 24 per share against JPY 20 per share paid a year ago.
Reported Earnings • Apr 11Third quarter 2025 earnings released: EPS: JP¥38.08 (vs JP¥37.94 in 3Q 2024)Third quarter 2025 results: EPS: JP¥38.08. Revenue: JP¥418.0m (up 1.2% from 3Q 2024). Net income: JP¥117.0m (flat on 3Q 2024). Profit margin: 28% (in line with 3Q 2024).
分析記事 • Apr 05Dawn (TSE:2303) Is Aiming To Keep Up Its Impressive ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Buy Or Sell Opportunity • Jan 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to JP¥2,083. The fair value is estimated to be JP¥2,615, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Jan 12First half 2025 earnings released: EPS: JP¥44.93 (vs JP¥40.15 in 1H 2024)First half 2025 results: EPS: JP¥44.93 (up from JP¥40.15 in 1H 2024). Revenue: JP¥635.6m (up 15% from 1H 2024). Net income: JP¥138.1m (up 11% from 1H 2024). Profit margin: 22% (down from 23% in 1H 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jan 11Dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 29th May 2025 Payment date: 29th August 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Sustainability & Growth
お知らせ • Jan 09+ 1 more updateDawn Corp. Announced Non-Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Dawn Corp. announced non-consolidated earnings guidance for the fiscal year ending May 31, 2025. For the period, the company expects net sales of JPY 1,580 million, operating profit of JPY 560 million, net income of JPY 395 million and basic earnings per share of JPY 128.63.
Buy Or Sell Opportunity • Dec 19Now 23% undervaluedOver the last 90 days, the stock has risen 18% to JP¥2,410. The fair value is estimated to be JP¥3,133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 17%.
New Risk • Dec 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥7.41b market cap, or US$48.5m).
お知らせ • Aug 16Dawn Corp. to Report Q1, 2025 Results on Oct 10, 2024Dawn Corp. announced that they will report Q1, 2025 results on Oct 10, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,711, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 27% over the past three years.
Reported Earnings • Jul 16Full year 2024 earnings released: EPS: JP¥125 (vs JP¥101 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥101 in FY 2023). Revenue: JP¥1.50b (up 9.6% from FY 2023). Net income: JP¥388.0m (up 21% from FY 2023). Profit margin: 26% (up from 24% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% 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 • Jul 12Dawn Corp., Annual General Meeting, Aug 28, 2024Dawn Corp., Annual General Meeting, Aug 28, 2024.
Buy Or Sell Opportunity • Jul 08Now 20% undervaluedOver the last 90 days, the stock has risen 4.2% to JP¥2,117. The fair value is estimated to be JP¥2,656, 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 14%.
Upcoming Dividend • May 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 30 August 2024. The average dividend yield among industry peers is 1.4%.
お知らせ • May 03Dawn Corp. to Report Fiscal Year 2024 Results on Jul 11, 2024Dawn Corp. announced that they will report fiscal year 2024 results on Jul 11, 2024
Reported Earnings • Apr 09Third quarter 2024 earnings released: EPS: JP¥37.94 (vs JP¥43.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥37.94 (down from JP¥43.08 in 3Q 2023). Revenue: JP¥413.0m (down 12% from 3Q 2023). Net income: JP¥118.0m (down 14% from 3Q 2023). Profit margin: 29% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jan 28Dawn Corp. to Report Q3, 2024 Results on Apr 08, 2024Dawn Corp. announced that they will report Q3, 2024 results on Apr 08, 2024
Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥2,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Jan 13Second quarter 2024 earnings released: EPS: JP¥25.03 (vs JP¥14.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥25.03 (up from JP¥14.66 in 2Q 2023). Revenue: JP¥299.0m (up 22% from 2Q 2023). Net income: JP¥78.0m (up 66% from 2Q 2023). Profit margin: 26% (up from 19% in 2Q 2023). 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 fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jan 11Dawn Corp. (TSE:2303) announces an Equity Buyback for 60,000 shares, representing 1.92% for ¥100 million.Dawn Corp. (TSE:2303) announces a share repurchase program. Under the program, the company will repurchase up to 60,000 shares, representing 1.92% of its share capital, for ¥100 million. The purpose of the program is to returning profits to shareholders, improving capital efficiency, and implementing flexible capital policies according to the business environment. The repurchased shares will be used for restricted stock compensation. The program will expire on March 31, 2024. As of December 31, 2023, the company had 3,120,032 shares in issue (excluding treasury stock) and 179,968 shares in treasury.
Buying Opportunity • Dec 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.1%. The fair value is estimated to be JP¥2,421, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 16%.
お知らせ • Nov 01Dawn Corp. to Report Q2, 2024 Results on Jan 11, 2024Dawn Corp. announced that they will report Q2, 2024 results on Jan 11, 2024
Reported Earnings • Oct 11First quarter 2024 earnings released: EPS: JP¥15.11 (vs JP¥14.67 in 1Q 2023)First quarter 2024 results: EPS: JP¥15.11 (up from JP¥14.67 in 1Q 2023). Revenue: JP¥252.0m (down 7.4% from 1Q 2023). Net income: JP¥47.0m (flat on 1Q 2023). Profit margin: 19% (up from 17% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buying Opportunity • Oct 11Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥2,414, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Sep 05Full year 2023 earnings released: EPS: JP¥101 (vs JP¥88.37 in FY 2022)Full year 2023 results: EPS: JP¥101 (up from JP¥88.37 in FY 2022). Revenue: JP¥1.37b (up 12% from FY 2022). Net income: JP¥321.0m (up 13% from FY 2022). Profit margin: 24% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jul 30Dawn Corp. to Report Q1, 2024 Results on Oct 10, 2023Dawn Corp. announced that they will report Q1, 2024 results on Oct 10, 2023
Reported Earnings • Jul 16Full year 2023 earnings released: EPS: JP¥101 (vs JP¥88.37 in FY 2022)Full year 2023 results: EPS: JP¥101 (up from JP¥88.37 in FY 2022). Revenue: JP¥1.37b (up 12% from FY 2022). Net income: JP¥321.0m (up 13% from FY 2022). Profit margin: 24% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jul 13Dawn Corp., Annual General Meeting, Aug 29, 2023Dawn Corp., Annual General Meeting, Aug 29, 2023.
Upcoming Dividend • May 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 May 2023. Payment date: 28 August 2023. This is the first dividend for Dawn since going public. The average dividend yield among industry peers is 1.6%.
Reported Earnings • Apr 08Third quarter 2023 earnings released: EPS: JP¥43.08 (vs JP¥24.34 in 3Q 2022)Third quarter 2023 results: EPS: JP¥43.08 (up from JP¥24.34 in 3Q 2022). Revenue: JP¥467.0m (up 54% from 3Q 2022). Net income: JP¥137.0m (up 76% from 3Q 2022). Profit margin: 29% (up from 26% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,221, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 25x in the Software industry in Japan. Total loss to shareholders of 3.0% over the past three years.
お知らせ • Jan 29Dawn Corp. to Report Q3, 2023 Results on Apr 06, 2023Dawn Corp. announced that they will report Q3, 2023 results on Apr 06, 2023
Reported Earnings • Jan 13Second quarter 2023 earnings released: EPS: JP¥14.66 (vs JP¥26.54 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.66 (down from JP¥26.54 in 2Q 2022). Revenue: JP¥245.0m (down 22% from 2Q 2022). Net income: JP¥47.0m (down 45% from 2Q 2022). Profit margin: 19% (down from 27% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jan 12Dawn Corp. (TSE:2303) announces an Equity Buyback for 100,000 shares, representing 3.12% for ¥200 million.Dawn Corp. (TSE:2303) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 3.12% of its share capital, for ¥200 million. The purpose of the program is to enable the implementation of agile capital policies in response to changes in the business environment and shareholder returns and improvement of capital efficiency. The program will expire on May 31, 2023. As of December 31, 2022, the company had 3,209,632 shares in issue (excluding treasury stock) and 90,368 shares in treasury.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. No independent directors (4 non-independent directors). Director Kanezaki Sadao was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Nov 02Dawn Corp. to Report Q2, 2023 Results on Jan 12, 2023Dawn Corp. announced that they will report Q2, 2023 results on Jan 12, 2023
Reported Earnings • Oct 09First quarter 2023 earnings released: EPS: JP¥14.67 (vs JP¥9.38 in 1Q 2022)First quarter 2023 results: EPS: JP¥14.67 (up from JP¥9.38 in 1Q 2022). Revenue: JP¥272.0m (up 28% from 1Q 2022). Net income: JP¥47.0m (up 57% from 1Q 2022). Profit margin: 17% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Aug 04Dawn Corp. to Report Q1, 2023 Results on Oct 06, 2022Dawn Corp. announced that they will report Q1, 2023 results on Oct 06, 2022
Reported Earnings • Jul 10Full year 2022 earnings released: EPS: JP¥88.37 (vs JP¥74.14 in FY 2021)Full year 2022 results: EPS: JP¥88.37 (up from JP¥74.14 in FY 2021). Revenue: JP¥1.22b (up 9.2% from FY 2021). Net income: JP¥283.0m (up 19% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). 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 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 08Dawn Corp., Annual General Meeting, Aug 25, 2022Dawn Corp., Annual General Meeting, Aug 25, 2022.
Upcoming Dividend • May 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 29 August 2022. The company last paid an ordinary dividend in July 2011. The average dividend yield among industry peers is 1.8%.
お知らせ • May 02Dawn Corp. to Report Fiscal Year 2022 Results on Jul 07, 2022Dawn Corp. announced that they will report fiscal year 2022 results on Jul 07, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Kanezaki Sadao was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 08Third quarter 2022 earnings released: EPS: JP¥24.34 (vs JP¥18.75 in 3Q 2021)Third quarter 2022 results: EPS: JP¥24.34 (up from JP¥18.75 in 3Q 2021). Revenue: JP¥304.0m (up 11% from 3Q 2021). Net income: JP¥78.0m (up 30% from 3Q 2021). Profit margin: 26% (up from 22% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,024, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 105% over the past three years.
お知らせ • Jan 30Dawn Corp. to Report Q3, 2022 Results on Apr 07, 2022Dawn Corp. announced that they will report Q3, 2022 results on Apr 07, 2022
Reported Earnings • Jan 13Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥26.54 (up from JP¥14.39 in 2Q 2021). Revenue: JP¥312.0m (up 36% from 2Q 2021). Net income: JP¥85.0m (up 85% from 2Q 2021). Profit margin: 27% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,629, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Oct 08First quarter 2022 earnings released: EPS JP¥9.38 (vs JP¥11.91 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥213.0m (down 2.7% from 1Q 2021). Net income: JP¥30.0m (down 21% from 1Q 2021). Profit margin: 14% (down from 17% in 1Q 2021). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,971, the stock trades at a trailing P/E ratio of 40.1x. Average trailing P/E is 30x in the Software industry in Japan. Total returns to shareholders of 105% over the past three years.
Reported Earnings • Jul 10Full year 2021 earnings released: EPS JP¥74.14 (vs JP¥62.72 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.12b (up 6.6% from FY 2020). Net income: JP¥237.0m (up 19% from FY 2020). Profit margin: 21% (up from 19% 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 23% per year whereas the company’s share price has increased by 25% per year.
Upcoming Dividend • May 22Inaugural dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 27 August 2021. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.4%.
分析記事 • May 04Dawn (TYO:2303) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 • Apr 11Should You Be Adding Dawn (TYO:2303) To Your Watchlist Today?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Reported Earnings • Apr 10Third quarter 2021 earnings released: EPS JP¥18.75 (vs JP¥9.71 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥274.0m (up 19% from 3Q 2020). Net income: JP¥60.0m (up 94% from 3Q 2020). Profit margin: 22% (up from 13% 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 23% per year whereas the company’s share price has increased by 22% per year.
分析記事 • Mar 21The Dawn (TYO:2303) Share Price Has Gained 119%, So Why Not Pay It Some Attention?While Dawn Corp. ( TYO:2303 ) shareholders are probably generally happy, the stock hasn't had particularly good run...
分析記事 • Feb 22Is Dawn Corp.'s (TYO:2303) Latest Stock Performance A Reflection Of Its Financial Health?Dawn's (TYO:2303) stock is up by a considerable 49% over the past three months. Since the market usually pay for a...
分析記事 • Feb 01Will The ROCE Trend At Dawn (TYO:2303) Continue?What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
お知らせ • Jan 31Dawn Corp. to Report Q3, 2021 Results on Apr 08, 2021Dawn Corp. announced that they will report Q3, 2021 results on Apr 08, 2021
分析記事 • Jan 11Are Dawn's (TYO:2303) Statutory Earnings A Good Guide To Its Underlying Profitability?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
Reported Earnings • Jan 09Second quarter 2021 earnings released: EPS JP¥14.39The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥230.0m (down 5.0% from 2Q 2020). Net income: JP¥46.0m (up 15% from 2Q 2020). Profit margin: 20% (up from 17% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥3,640, the stock is trading at a trailing P/E ratio of 58.1x, up from the previous P/E ratio of 49.5x. This compares to an average P/E of 36x in the Software industry in Japan. Total returns to shareholders over the past three years are 207%.
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,900, the stock is trading at a trailing P/E ratio of 62.2x, up from the previous P/E ratio of 53.7x. This compares to an average P/E of 37x in the Software industry in Japan. Total returns to shareholders over the past three years are 227%.
分析記事 • Dec 21Imagine Holding Dawn (TYO:2303) Shares While The Price Zoomed 776% HigherLong term investing can be life changing when you buy and hold the truly great businesses. While the best companies are...
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥3,505, the stock is trading at a trailing P/E ratio of 55.9x, up from the previous P/E ratio of 45.9x. This compares to an average P/E of 38x in the Software industry in Japan. Total returns to shareholders over the past three years are 211%.
Is New 90 Day High Low • Dec 10New 90-day high: JP¥2,706The company is up 33% from its price of JP¥2,029 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 6.0% over the same period.
Valuation Update With 7 Day Price Move • Dec 10Market bids up stock over the past weekAfter last week's 19% share price gain to JP¥2,706, the stock is trading at a trailing P/E ratio of 43.2x, up from the previous P/E ratio of 36.2x. This compares to an average P/E of 38x in the Software industry in Japan. Total returns to shareholders over the past three years are 125%.
分析記事 • Nov 22Will Weakness in Dawn Corp.'s (TYO:2303) Stock Prove Temporary Given Strong Fundamentals?Dawn (TYO:2303) has had a rough three months with its share price down 3.2%. But if you pay close attention, you might...
Reported Earnings • Oct 10First quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥200.0m, up 1.4% from the prior year. Total revenue was JP¥1.08b over the last 12 months, up 14% from the prior year.
お知らせ • Aug 10Dawn Corp. to Report Q1, 2021 Results on Oct 08, 2020Dawn Corp. announced that they will report Q1, 2021 results on Oct 08, 2020
