View Past PerformanceNS Solutions バランスシートの健全性財務の健全性 基準チェック /66NS Solutionsの総株主資本は¥288.8B 、総負債は¥0.0で、負債比率は0%となります。総資産と総負債はそれぞれ¥417.6Bと¥128.8Bです。 NS Solutionsの EBIT は¥44.2Bで、利息カバレッジ比率-42.3です。現金および短期投資は¥118.7Bです。主要情報0%負債資本比率JP¥0負債インタレスト・カバレッジ・レシオ-42.3x現金JP¥118.74bエクイティJP¥288.81b負債合計JP¥128.78b総資産JP¥417.58b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updates分析記事 • May 01NS Solutions Corporation (TSE:2327) Just Released Its Annual Results And Analysts Are Updating Their EstimatesLast week, you might have seen that NS Solutions Corporation ( TSE:2327 ) released its annual result to the market. The...Reported Earnings • Apr 28Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥169 (up from JP¥148 in FY 2025). Revenue: JP¥381.3b (up 13% from FY 2025). Net income: JP¥30.8b (up 14% from FY 2025). Profit margin: 8.1% (up from 8.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 27NS Solutions Corporation, Annual General Meeting, Jun 19, 2026NS Solutions Corporation, Annual General Meeting, Jun 19, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Buy Or Sell Opportunity • Mar 06Now 21% overvaluedOver the last 90 days, the stock has fallen 5.5% to JP¥3,951. The fair value is estimated to be JP¥3,276, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.分析記事 • Feb 06Why NS Solutions' (TSE:2327) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that NS Solutions Corporation's ( TSE:2327 ) recent earnings didn't contain any...分析記事 • Feb 03NS Solutions (TSE:2327) Has Announced A Dividend Of ¥40.00The board of NS Solutions Corporation ( TSE:2327 ) has announced that it will pay a dividend on the 3rd of June, with...Buy Or Sell Opportunity • Feb 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥4,242. The fair value is estimated to be JP¥3,440, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥49.80 (up from JP¥44.90 in 3Q 2025). Revenue: JP¥97.0b (up 16% from 3Q 2025). Net income: JP¥9.11b (up 11% from 3Q 2025). Profit margin: 9.4% (in line with 3Q 2025). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jan 22Price target increased by 7.5% to JP¥3,887Up from JP¥3,616, the current price target is an average from 9 analysts. New target price is 15% below last closing price of JP¥4,578. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥160 for next year compared to JP¥148 last year.分析記事 • Dec 20NS Solutions Corporation (TSE:2327) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedNS Solutions Corporation ( TSE:2327 ) shareholders have had their patience rewarded with a 26% share price jump in the...分析記事 • Dec 02NS Solutions (TSE:2327) Has Announced A Dividend Of ¥40.00NS Solutions Corporation ( TSE:2327 ) has announced that it will pay a dividend of ¥40.00 per share on the 3rd of June...Declared Dividend • Dec 02First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Dec 01Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥4,109. The fair value is estimated to be JP¥3,309, 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 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.Reported Earnings • Oct 31Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥37.69 (up from JP¥37.19 in 2Q 2025). Revenue: JP¥95.7b (up 20% from 2Q 2025). Net income: JP¥6.90b (up 1.3% from 2Q 2025). Profit margin: 7.2% (down from 8.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 30NS Solutions Corporation (TSE:2327) entered into an agreement to acquire 11.51% stake in Delivery Consulting Inc. (TSE:9240) from Takuo Sakaguchi and MF Asset Management LLC for approximately ¥290 million.NS Solutions Corporation (TSE:2327) entered into an agreement to acquire 11.51% stake in Delivery Consulting Inc. (TSE:9240) from Takuo Sakaguchi and MF Asset Management LLC for approximately ¥290 million on September 30, 2025. A cash consideration valued at ¥526 per share will be paid by NS Solutions Corporation. Post the completion of the transaction, MF Asset Management's stake in Delivery Consulting will reduce from 10.79% to 8.48%. The expected completion of the transaction is September 30, 2025.お知らせ • Sep 27NS Solutions Corporation to Report Q2, 2026 Results on Oct 30, 2025NS Solutions Corporation announced that they will report Q2, 2026 results on Oct 30, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).分析記事 • Sep 18NS Solutions (TSE:2327) Is Increasing Its Dividend To ¥40.00The board of NS Solutions Corporation ( TSE:2327 ) has announced that it will be paying its dividend of ¥40.00 on the...分析記事 • Aug 25NS Solutions Corporation's (TSE:2327) Popularity With Investors Is Under Threat From OverpricingNS Solutions Corporation's ( TSE:2327 ) price-to-earnings (or "P/E") ratio of 24x might make it look like a strong sell...分析記事 • Aug 07NS Solutions (TSE:2327) Is Increasing Its Dividend To ¥40.00NS Solutions Corporation's ( TSE:2327 ) dividend will be increasing from last year's payment of the same period to...分析記事 • Aug 06NS Solutions (TSE:2327) Strong Profits May Be Masking Some Underlying IssuesThe market shrugged off NS Solutions Corporation's ( TSE:2327 ) solid earnings report. Our analysis showed that there...お知らせ • Aug 01NS Solutions Corporation (TSE:2327) completed the acquisition of Infocom Corporation from B.X.J.C.2 Holdings Co., Ltd for ¥55 billion.NS Solutions Corporation (TSE:2327) signed a letter of intent to acquire Infocom Corporation from B.X.J.C.2 Holdings Co., Ltd on March 31, 2025. NS Solutions Corporation (TSE:2327) entered into a share transfer agreement to acquire Infocom Corporation from B.X.J.C.2 Holdings Co., Ltd on April 23, 2025. The expected completion of the transaction is July 1, 2025. NS Solutions Corporation (TSE:2327) completed the acquisition of Infocom Corporation from from B.X.J.C.2 Holdings Co., Ltd for ¥55 billion on August 1, 2025.Reported Earnings • Jul 31First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥27.93 (down from JP¥29.41 in 1Q 2025). Revenue: JP¥82.7b (up 7.6% from 1Q 2025). Net income: JP¥5.11b (down 5.0% from 1Q 2025). Profit margin: 6.2% (down from 7.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 24NS Solutions (TSE:2327) Has Announced That It Will Be Increasing Its Dividend To ¥40.00NS Solutions Corporation's ( TSE:2327 ) dividend will be increasing from last year's payment of the same period to...分析記事 • Jul 10NS Solutions (TSE:2327) Is Increasing Its Dividend To ¥40.00The board of NS Solutions Corporation ( TSE:2327 ) has announced that it will be paying its dividend of ¥40.00 on the...Declared Dividend • Jul 09Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 08Slowing Rates Of Return At NS Solutions (TSE:2327) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...お知らせ • Jun 27NS Solutions Corporation to Report Q1, 2026 Results on Jul 30, 2025NS Solutions Corporation announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • Jun 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥148 (up from JP¥132 in FY 2024). Revenue: JP¥338.3b (up 8.9% from FY 2024). Net income: JP¥27.0b (up 12% from FY 2024). Profit margin: 8.0% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 033D Investment Partners Sends Open Letter to the Board of NS SolutionsOn June 2, 2025, 3D Investment Partners Pte. Ltd. sent an open letter to NS Solutions Corporation, disclosing survey results indicating concerns about the Company's independence from Nippon Steel. The firm reiterated its request for a special committee of independent directors to review the relationship with Nippon Steel and maximize corporate value.分析記事 • Apr 29NS Solutions Corporation's (TSE:2327) Intrinsic Value Is Potentially 17% Below Its Share PriceKey Insights NS Solutions' estimated fair value is JP¥2,905 based on 2 Stage Free Cash Flow to Equity Current share...Reported Earnings • Apr 29Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥148 (up from JP¥132 in FY 2024). Revenue: JP¥338.3b (up 8.9% from FY 2024). Net income: JP¥27.0b (up 12% from FY 2024). Profit margin: 8.0% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 28NS Solutions Corporation, Annual General Meeting, Jun 20, 2025NS Solutions Corporation, Annual General Meeting, Jun 20, 2025.Buy Or Sell Opportunity • Apr 28Now 21% overvaluedOver the last 90 days, the stock has fallen 9.9% to JP¥3,520. The fair value is estimated to be JP¥2,904, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.お知らせ • Apr 25NS Solutions Corporation (TSE:2327) signed a letter of intent to acquire Infocom CorporationNS Solutions Corporation (TSE:2327) signed a letter of intent to acquire Infocom Corporation on March 31, 2025. The consideration consists of common equity of Amutus Corporation to be issued for common equity of Infocom Corporation. As part of consideration, an undisclosed value is paid towards common equity of Infocom Corporation. NS Solutions Corporation (TSE:2327) entered into a share transfer agreement to acquire Infocom Corporation on April 23, 2025. The expected completion of the transaction is July 1, 2025.Buy Or Sell Opportunity • Apr 08Now 21% overvaluedOver the last 90 days, the stock has fallen 7.3% to JP¥3,604. The fair value is estimated to be JP¥2,971, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.お知らせ • Apr 02NS Solutions Corporation to Report Fiscal Year 2025 Results on Apr 28, 2025NS Solutions Corporation announced that they will report fiscal year 2025 results on Apr 28, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).分析記事 • Mar 13Unpleasant Surprises Could Be In Store For NS Solutions Corporation's (TSE:2327) SharesWith a price-to-earnings (or "P/E") ratio of 25.3x NS Solutions Corporation ( TSE:2327 ) may be sending very bearish...お知らせ • Feb 28NS Solutions Corporation Provides Earnings Targets for the Financial Year 2024, 2027 and 2030NS Solutions Corporation provided earnings targets for the financial year 2024, 2027 and 2030. For the year 2024, the company targets revenue to be JPY 330 billion. Operating profit to be JPY 39.0 billion. For the year 2027, the company targets revenue to be JPY 450 billion. Operating profit to be JPY 60 billion. For the year 2030, the company targets revenue to be JPY 500 billion. Operating profit to be JPY 100 billion.分析記事 • Feb 23Investors Met With Slowing Returns on Capital At NS Solutions (TSE:2327)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Feb 05Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥44.90 (up from JP¥32.70 in 3Q 2024). Revenue: JP¥83.7b (up 11% from 3Q 2024). Net income: JP¥8.22b (up 37% from 3Q 2024). Profit margin: 9.8% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 03NS Solutions Corporation to Report Q3, 2025 Results on Feb 04, 2025NS Solutions Corporation announced that they will report Q3, 2025 results on Feb 04, 2025分析記事 • Dec 11What NS Solutions Corporation's (TSE:2327) P/E Is Not Telling YouWith a price-to-earnings (or "P/E") ratio of 28.3x NS Solutions Corporation ( TSE:2327 ) may be sending very bearish...Declared Dividend • Dec 03First half dividend of JP¥36.50 announcedShareholders will receive a dividend of JP¥36.50. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 19The Returns On Capital At NS Solutions (TSE:2327) Don't Inspire ConfidenceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...New Risk • Nov 10New 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 5.6% 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.Reported Earnings • Oct 31Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥37.19 (up from JP¥29.93 in 2Q 2024). Revenue: JP¥79.8b (up 5.0% from 2Q 2024). Net income: JP¥6.81b (up 24% from 2Q 2024). Profit margin: 8.5% (up from 7.2% in 2Q 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 4.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 29+ 1 more updateNS Solutions Corporation Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending March 31, 2025NS Solutions Corporation revised consolidated earnings guidance for the full fiscal year ending March 31, 2025. For the period, Company expects revenue of JPY 333,000 million, operating profit of JPY 39,000 million, profit attributable to owners of parent of JPY 26,500 million and basic earnings per share of JPY 144.83 compared to previously expected revenue of JPY 330,000 million, operating profit of JPY 37,000 million, profit attributable to owners of parent of JPY 25,200 million and basic earnings per share of JPY 137.73.分析記事 • Oct 28Estimating The Fair Value Of NS Solutions Corporation (TSE:2327)Key Insights The projected fair value for NS Solutions is JP¥3,654 based on 2 Stage Free Cash Flow to Equity With...お知らせ • Sep 27NS Solutions Corporation to Report Q2, 2025 Results on Oct 29, 2024NS Solutions Corporation announced that they will report Q2, 2025 results on Oct 29, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥33.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Price Target Changed • Aug 31Price target increased by 7.1% to JP¥3,095Up from JP¥2,889, the current price target is an average from 8 analysts. New target price is 17% below last closing price of JP¥3,715. Stock is up 86% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥132 last year.Price Target Changed • Aug 21Price target increased by 9.2% to JP¥2,889Up from JP¥2,645, the current price target is an average from 8 analysts. New target price is 19% below last closing price of JP¥3,575. Stock is up 85% over the past year. The company is forecast to post earnings per share of JP¥146 for next year compared to JP¥132 last year.分析記事 • Aug 13Earnings Not Telling The Story For NS Solutions Corporation (TSE:2327) After Shares Rise 25%NS Solutions Corporation ( TSE:2327 ) shares have continued their recent momentum with a 25% gain in the last month...Price Target Changed • Aug 06Price target increased by 9.1% to JP¥2,645Up from JP¥2,423, the current price target is an average from 8 analysts. New target price is 23% below last closing price of JP¥3,450. Stock is up 80% over the past year. The company is forecast to post earnings per share of JP¥138 for next year compared to JP¥132 last year.分析記事 • Aug 01NS Solutions (TSE:2327) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Reported Earnings • Aug 01First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥58.82 (up from JP¥21.98 in 1Q 2024). Revenue: JP¥76.8b (up 12% from 1Q 2024). Net income: JP¥5.38b (up 34% from 1Q 2024). Profit margin: 7.0% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 13Calculating The Intrinsic Value Of NS Solutions Corporation (TSE:2327)Key Insights Using the 2 Stage Free Cash Flow to Equity, NS Solutions fair value estimate is JP¥3,268 Current share...Declared Dividend • Jul 11Final dividend of JP¥33.50 announcedShareholders will receive a dividend of JP¥33.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28NS Solutions Corporation to Report Q1, 2025 Results on Jul 30, 2024NS Solutions Corporation announced that they will report Q1, 2025 results on Jul 30, 2024Reported Earnings • Jun 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥265 (up from JP¥240 in FY 2023). Revenue: JP¥310.6b (up 6.5% from FY 2023). Net income: JP¥24.2b (up 10% from FY 2023). Profit margin: 7.8% (up from 7.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.分析記事 • Jun 18NS Solutions Corporation's (TSE:2327) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider NS...Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥265 (up from JP¥240 in FY 2023). Revenue: JP¥310.6b (up 6.5% from FY 2023). Net income: JP¥24.2b (up 10% from FY 2023). Profit margin: 7.8% (up from 7.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.お知らせ • Apr 29NS Solutions Corporation, Annual General Meeting, Jun 19, 2024NS Solutions Corporation, Annual General Meeting, Jun 19, 2024.お知らせ • Apr 27+ 2 more updatesNS Solutions Corporation (TSE:2327) announces an Equity Buyback for 12,200 shares, representing 0.01% for ¥70 million.NS Solutions Corporation (TSE:2327) announces a share repurchase program. Under the program, the company will repurchase up to 12,200 shares, representing 0.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥70 million. The purpose of the program is to apply the funds to the shares of the company to be granted to directors (excluding directors who are members of the Audit and Supervisory Committee and outside directors) and executive officers as compensation under the restricted transfer stock compensation system. The program will continue through May 31, 2024. As of March 31, 2023, the company had 91,492,456 issued shares (excluding treasury stock) and 8,544 treasury shares.お知らせ • Mar 28NS Solutions Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024NS Solutions Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).分析記事 • Mar 18NS Solutions (TSE:2327) Could Be Struggling To Allocate CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...分析記事 • Feb 26NS Solutions (TSE:2327) Is Paying Out A Dividend Of ¥40.00NS Solutions Corporation's ( TSE:2327 ) investors are due to receive a payment of ¥40.00 per share on 5th of June. This...お知らせ • Feb 09+ 1 more updateNS Solutions Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024NS Solutions Corporation provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 40.00 per share.Reported Earnings • Feb 04Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: JP¥65.39 (up from JP¥62.31 in 3Q 2023). Revenue: JP¥75.3b (up 4.5% from 3Q 2023). Net income: JP¥5.98b (up 4.9% from 3Q 2023). Profit margin: 7.9% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.お知らせ • Dec 28NS Solutions Corporation to Report Q3, 2024 Results on Feb 02, 2024NS Solutions Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Oct 29Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥54.66 (down from JP¥55.14 in 2Q 2023). Revenue: JP¥69.6b (flat on 2Q 2023). Net income: JP¥5.00b (flat on 2Q 2023). Profit margin: 7.2% (down from 7.3% in 2Q 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.お知らせ • Sep 29NS Solutions Corporation to Report Q2, 2024 Results on Oct 27, 2023NS Solutions Corporation announced that they will report Q2, 2024 results on Oct 27, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).お知らせ • Aug 04+ 2 more updatesNs Solutions Corporation Provides Financial Guidance for the First Half and Full Year of the Fiscal Year Ending March 31, 2024NS Solutions Corporation provided financial guidance for the first half and full year of the fiscal year ending March 31, 2024. For the first half, the company expected revenue of JPY 140,000 million, Operating profit of JPY 14,000 million, Profit before tax of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,400 million and Basic EPS of JPY 102.74.For the full year, the company expected revenue of JPY 305,000million, Operating profit of JPY 33,500 million, Profit before tax of JPY 34,000 million, Profit attributable to owners of parent of JPY 22,800 million and Basic EPS of JPY 249.22.Reported Earnings • Jul 29First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: JP¥43.96 (down from JP¥47.57 in 1Q 2023). Revenue: JP¥68.8b (up 5.6% from 1Q 2023). Net income: JP¥4.02b (down 7.6% from 1Q 2023). Profit margin: 5.8% (down from 6.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.お知らせ • Jun 28NS Solutions Corporation to Report Q1, 2024 Results on Jul 28, 2023NS Solutions Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Jun 28Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥240 (up from JP¥218 in FY 2022). Revenue: JP¥291.7b (up 7.9% from FY 2022). Net income: JP¥22.0b (up 10% from FY 2022). Profit margin: 7.5% (up from 7.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.お知らせ • May 13+ 3 more updatesNS Solutions Corporation Provides Financial Guidance for the First Half and Full Year of the Fiscal Year Ending March 31, 2024NS Solutions Corporation provided financial guidance for the first half and full year of the fiscal year ending March 31, 2024. For the first half, the company expected revenue of JPY 140,000 million, Operating profit of JPY 14,000 million, Profit before tax of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,400 million and Basic EPS of JPY 102.74.For the full year, the company expected revenue of JPY 305,000million, Operating profit of JPY 33,500 million, Profit before tax of JPY 34,000 million, Profit attributable to owners of parent of JPY 22,800 million and Basic EPS of JPY 249.19.Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥240 (up from JP¥218 in FY 2022). Revenue: JP¥291.7b (up 7.9% from FY 2022). Net income: JP¥22.0b (up 10% from FY 2022). Profit margin: 7.5% (up from 7.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).お知らせ • Feb 17+ 1 more updateNS Solutions Corporation Announces President Changes, Effective on April 1, 2023NS Solutions Corporation announced that at its board meeting held on February 17, 2023, it was resolved to make the appointments below for President, effective as of April 1, 2023. Kazuhiko TAMAOKI (Currently, Executive Director and Managing Executive Officer) as President. Hiroyuki MORITA (Currently, Representative Director and President) as Senior Executive Advisor.お知らせ • Feb 10+ 1 more updateNS Solutions Corporation Provides Year End Dividend Forecast for the Fiscal Year Ending March 31, 2023NS Solutions Corporation provided year end dividend forecast of JPY 35.00 for the fiscal year ending March 31, 2023.Buying Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥4,126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is also forecast to grow by 4.1% per annum over the same time period.Reported Earnings • Feb 04Third quarter 2023 earnings: EPS in line with expectations, revenues disappointThird quarter 2023 results: EPS: JP¥62.32 (up from JP¥60.83 in 3Q 2022). Revenue: JP¥72.1b (up 11% from 3Q 2022). Net income: JP¥5.70b (up 2.4% from 3Q 2022). Profit margin: 7.9% (down from 8.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jan 09NS Solutions Corporation to Report Q3, 2023 Results on Feb 03, 2023NS Solutions Corporation announced that they will report Q3, 2023 results on Feb 03, 2023財務状況分析短期負債: 2327の 短期資産 ( ¥275.0B ) が 短期負債 ( ¥93.3B ) を超えています。長期負債: 2327の短期資産 ( ¥275.0B ) が 長期負債 ( ¥35.4B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 2327は負債がありません。負債の削減: 2327過去 5 年間負債を抱えていません。債務返済能力: 2327には負債がないため、営業キャッシュフロー でカバーする必要はありません。インタレストカバレッジ: 2327には負債がないため、利息支払い の負担は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/05/22 19:28終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NS Solutions Corporation 10 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。20 アナリスト機関Hiroyasu EguchiBofA Global ResearchMoriya KoketsuCitigroup Incnull nullCLSA17 その他のアナリストを表示
分析記事 • May 01NS Solutions Corporation (TSE:2327) Just Released Its Annual Results And Analysts Are Updating Their EstimatesLast week, you might have seen that NS Solutions Corporation ( TSE:2327 ) released its annual result to the market. The...
Reported Earnings • Apr 28Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥169 (up from JP¥148 in FY 2025). Revenue: JP¥381.3b (up 13% from FY 2025). Net income: JP¥30.8b (up 14% from FY 2025). Profit margin: 8.1% (up from 8.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 27NS Solutions Corporation, Annual General Meeting, Jun 19, 2026NS Solutions Corporation, Annual General Meeting, Jun 19, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Buy Or Sell Opportunity • Mar 06Now 21% overvaluedOver the last 90 days, the stock has fallen 5.5% to JP¥3,951. The fair value is estimated to be JP¥3,276, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
分析記事 • Feb 06Why NS Solutions' (TSE:2327) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that NS Solutions Corporation's ( TSE:2327 ) recent earnings didn't contain any...
分析記事 • Feb 03NS Solutions (TSE:2327) Has Announced A Dividend Of ¥40.00The board of NS Solutions Corporation ( TSE:2327 ) has announced that it will pay a dividend on the 3rd of June, with...
Buy Or Sell Opportunity • Feb 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥4,242. The fair value is estimated to be JP¥3,440, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥49.80 (up from JP¥44.90 in 3Q 2025). Revenue: JP¥97.0b (up 16% from 3Q 2025). Net income: JP¥9.11b (up 11% from 3Q 2025). Profit margin: 9.4% (in line with 3Q 2025). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jan 22Price target increased by 7.5% to JP¥3,887Up from JP¥3,616, the current price target is an average from 9 analysts. New target price is 15% below last closing price of JP¥4,578. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥160 for next year compared to JP¥148 last year.
分析記事 • Dec 20NS Solutions Corporation (TSE:2327) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedNS Solutions Corporation ( TSE:2327 ) shareholders have had their patience rewarded with a 26% share price jump in the...
分析記事 • Dec 02NS Solutions (TSE:2327) Has Announced A Dividend Of ¥40.00NS Solutions Corporation ( TSE:2327 ) has announced that it will pay a dividend of ¥40.00 per share on the 3rd of June...
Declared Dividend • Dec 02First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Dec 01Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥4,109. The fair value is estimated to be JP¥3,309, 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 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
Reported Earnings • Oct 31Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥37.69 (up from JP¥37.19 in 2Q 2025). Revenue: JP¥95.7b (up 20% from 2Q 2025). Net income: JP¥6.90b (up 1.3% from 2Q 2025). Profit margin: 7.2% (down from 8.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 30NS Solutions Corporation (TSE:2327) entered into an agreement to acquire 11.51% stake in Delivery Consulting Inc. (TSE:9240) from Takuo Sakaguchi and MF Asset Management LLC for approximately ¥290 million.NS Solutions Corporation (TSE:2327) entered into an agreement to acquire 11.51% stake in Delivery Consulting Inc. (TSE:9240) from Takuo Sakaguchi and MF Asset Management LLC for approximately ¥290 million on September 30, 2025. A cash consideration valued at ¥526 per share will be paid by NS Solutions Corporation. Post the completion of the transaction, MF Asset Management's stake in Delivery Consulting will reduce from 10.79% to 8.48%. The expected completion of the transaction is September 30, 2025.
お知らせ • Sep 27NS Solutions Corporation to Report Q2, 2026 Results on Oct 30, 2025NS Solutions Corporation announced that they will report Q2, 2026 results on Oct 30, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
分析記事 • Sep 18NS Solutions (TSE:2327) Is Increasing Its Dividend To ¥40.00The board of NS Solutions Corporation ( TSE:2327 ) has announced that it will be paying its dividend of ¥40.00 on the...
分析記事 • Aug 25NS Solutions Corporation's (TSE:2327) Popularity With Investors Is Under Threat From OverpricingNS Solutions Corporation's ( TSE:2327 ) price-to-earnings (or "P/E") ratio of 24x might make it look like a strong sell...
分析記事 • Aug 07NS Solutions (TSE:2327) Is Increasing Its Dividend To ¥40.00NS Solutions Corporation's ( TSE:2327 ) dividend will be increasing from last year's payment of the same period to...
分析記事 • Aug 06NS Solutions (TSE:2327) Strong Profits May Be Masking Some Underlying IssuesThe market shrugged off NS Solutions Corporation's ( TSE:2327 ) solid earnings report. Our analysis showed that there...
お知らせ • Aug 01NS Solutions Corporation (TSE:2327) completed the acquisition of Infocom Corporation from B.X.J.C.2 Holdings Co., Ltd for ¥55 billion.NS Solutions Corporation (TSE:2327) signed a letter of intent to acquire Infocom Corporation from B.X.J.C.2 Holdings Co., Ltd on March 31, 2025. NS Solutions Corporation (TSE:2327) entered into a share transfer agreement to acquire Infocom Corporation from B.X.J.C.2 Holdings Co., Ltd on April 23, 2025. The expected completion of the transaction is July 1, 2025. NS Solutions Corporation (TSE:2327) completed the acquisition of Infocom Corporation from from B.X.J.C.2 Holdings Co., Ltd for ¥55 billion on August 1, 2025.
Reported Earnings • Jul 31First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥27.93 (down from JP¥29.41 in 1Q 2025). Revenue: JP¥82.7b (up 7.6% from 1Q 2025). Net income: JP¥5.11b (down 5.0% from 1Q 2025). Profit margin: 6.2% (down from 7.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 24NS Solutions (TSE:2327) Has Announced That It Will Be Increasing Its Dividend To ¥40.00NS Solutions Corporation's ( TSE:2327 ) dividend will be increasing from last year's payment of the same period to...
分析記事 • Jul 10NS Solutions (TSE:2327) Is Increasing Its Dividend To ¥40.00The board of NS Solutions Corporation ( TSE:2327 ) has announced that it will be paying its dividend of ¥40.00 on the...
Declared Dividend • Jul 09Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 08Slowing Rates Of Return At NS Solutions (TSE:2327) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
お知らせ • Jun 27NS Solutions Corporation to Report Q1, 2026 Results on Jul 30, 2025NS Solutions Corporation announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • Jun 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥148 (up from JP¥132 in FY 2024). Revenue: JP¥338.3b (up 8.9% from FY 2024). Net income: JP¥27.0b (up 12% from FY 2024). Profit margin: 8.0% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 033D Investment Partners Sends Open Letter to the Board of NS SolutionsOn June 2, 2025, 3D Investment Partners Pte. Ltd. sent an open letter to NS Solutions Corporation, disclosing survey results indicating concerns about the Company's independence from Nippon Steel. The firm reiterated its request for a special committee of independent directors to review the relationship with Nippon Steel and maximize corporate value.
分析記事 • Apr 29NS Solutions Corporation's (TSE:2327) Intrinsic Value Is Potentially 17% Below Its Share PriceKey Insights NS Solutions' estimated fair value is JP¥2,905 based on 2 Stage Free Cash Flow to Equity Current share...
Reported Earnings • Apr 29Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥148 (up from JP¥132 in FY 2024). Revenue: JP¥338.3b (up 8.9% from FY 2024). Net income: JP¥27.0b (up 12% from FY 2024). Profit margin: 8.0% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 28NS Solutions Corporation, Annual General Meeting, Jun 20, 2025NS Solutions Corporation, Annual General Meeting, Jun 20, 2025.
Buy Or Sell Opportunity • Apr 28Now 21% overvaluedOver the last 90 days, the stock has fallen 9.9% to JP¥3,520. The fair value is estimated to be JP¥2,904, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
お知らせ • Apr 25NS Solutions Corporation (TSE:2327) signed a letter of intent to acquire Infocom CorporationNS Solutions Corporation (TSE:2327) signed a letter of intent to acquire Infocom Corporation on March 31, 2025. The consideration consists of common equity of Amutus Corporation to be issued for common equity of Infocom Corporation. As part of consideration, an undisclosed value is paid towards common equity of Infocom Corporation. NS Solutions Corporation (TSE:2327) entered into a share transfer agreement to acquire Infocom Corporation on April 23, 2025. The expected completion of the transaction is July 1, 2025.
Buy Or Sell Opportunity • Apr 08Now 21% overvaluedOver the last 90 days, the stock has fallen 7.3% to JP¥3,604. The fair value is estimated to be JP¥2,971, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.
お知らせ • Apr 02NS Solutions Corporation to Report Fiscal Year 2025 Results on Apr 28, 2025NS Solutions Corporation announced that they will report fiscal year 2025 results on Apr 28, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
分析記事 • Mar 13Unpleasant Surprises Could Be In Store For NS Solutions Corporation's (TSE:2327) SharesWith a price-to-earnings (or "P/E") ratio of 25.3x NS Solutions Corporation ( TSE:2327 ) may be sending very bearish...
お知らせ • Feb 28NS Solutions Corporation Provides Earnings Targets for the Financial Year 2024, 2027 and 2030NS Solutions Corporation provided earnings targets for the financial year 2024, 2027 and 2030. For the year 2024, the company targets revenue to be JPY 330 billion. Operating profit to be JPY 39.0 billion. For the year 2027, the company targets revenue to be JPY 450 billion. Operating profit to be JPY 60 billion. For the year 2030, the company targets revenue to be JPY 500 billion. Operating profit to be JPY 100 billion.
分析記事 • Feb 23Investors Met With Slowing Returns on Capital At NS Solutions (TSE:2327)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Feb 05Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥44.90 (up from JP¥32.70 in 3Q 2024). Revenue: JP¥83.7b (up 11% from 3Q 2024). Net income: JP¥8.22b (up 37% from 3Q 2024). Profit margin: 9.8% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 03NS Solutions Corporation to Report Q3, 2025 Results on Feb 04, 2025NS Solutions Corporation announced that they will report Q3, 2025 results on Feb 04, 2025
分析記事 • Dec 11What NS Solutions Corporation's (TSE:2327) P/E Is Not Telling YouWith a price-to-earnings (or "P/E") ratio of 28.3x NS Solutions Corporation ( TSE:2327 ) may be sending very bearish...
Declared Dividend • Dec 03First half dividend of JP¥36.50 announcedShareholders will receive a dividend of JP¥36.50. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 19The Returns On Capital At NS Solutions (TSE:2327) Don't Inspire ConfidenceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
New Risk • Nov 10New 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 5.6% 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.
Reported Earnings • Oct 31Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥37.19 (up from JP¥29.93 in 2Q 2024). Revenue: JP¥79.8b (up 5.0% from 2Q 2024). Net income: JP¥6.81b (up 24% from 2Q 2024). Profit margin: 8.5% (up from 7.2% in 2Q 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 4.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 29+ 1 more updateNS Solutions Corporation Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending March 31, 2025NS Solutions Corporation revised consolidated earnings guidance for the full fiscal year ending March 31, 2025. For the period, Company expects revenue of JPY 333,000 million, operating profit of JPY 39,000 million, profit attributable to owners of parent of JPY 26,500 million and basic earnings per share of JPY 144.83 compared to previously expected revenue of JPY 330,000 million, operating profit of JPY 37,000 million, profit attributable to owners of parent of JPY 25,200 million and basic earnings per share of JPY 137.73.
分析記事 • Oct 28Estimating The Fair Value Of NS Solutions Corporation (TSE:2327)Key Insights The projected fair value for NS Solutions is JP¥3,654 based on 2 Stage Free Cash Flow to Equity With...
お知らせ • Sep 27NS Solutions Corporation to Report Q2, 2025 Results on Oct 29, 2024NS Solutions Corporation announced that they will report Q2, 2025 results on Oct 29, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥33.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Price Target Changed • Aug 31Price target increased by 7.1% to JP¥3,095Up from JP¥2,889, the current price target is an average from 8 analysts. New target price is 17% below last closing price of JP¥3,715. Stock is up 86% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥132 last year.
Price Target Changed • Aug 21Price target increased by 9.2% to JP¥2,889Up from JP¥2,645, the current price target is an average from 8 analysts. New target price is 19% below last closing price of JP¥3,575. Stock is up 85% over the past year. The company is forecast to post earnings per share of JP¥146 for next year compared to JP¥132 last year.
分析記事 • Aug 13Earnings Not Telling The Story For NS Solutions Corporation (TSE:2327) After Shares Rise 25%NS Solutions Corporation ( TSE:2327 ) shares have continued their recent momentum with a 25% gain in the last month...
Price Target Changed • Aug 06Price target increased by 9.1% to JP¥2,645Up from JP¥2,423, the current price target is an average from 8 analysts. New target price is 23% below last closing price of JP¥3,450. Stock is up 80% over the past year. The company is forecast to post earnings per share of JP¥138 for next year compared to JP¥132 last year.
分析記事 • Aug 01NS Solutions (TSE:2327) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Reported Earnings • Aug 01First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥58.82 (up from JP¥21.98 in 1Q 2024). Revenue: JP¥76.8b (up 12% from 1Q 2024). Net income: JP¥5.38b (up 34% from 1Q 2024). Profit margin: 7.0% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 13Calculating The Intrinsic Value Of NS Solutions Corporation (TSE:2327)Key Insights Using the 2 Stage Free Cash Flow to Equity, NS Solutions fair value estimate is JP¥3,268 Current share...
Declared Dividend • Jul 11Final dividend of JP¥33.50 announcedShareholders will receive a dividend of JP¥33.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28NS Solutions Corporation to Report Q1, 2025 Results on Jul 30, 2024NS Solutions Corporation announced that they will report Q1, 2025 results on Jul 30, 2024
Reported Earnings • Jun 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥265 (up from JP¥240 in FY 2023). Revenue: JP¥310.6b (up 6.5% from FY 2023). Net income: JP¥24.2b (up 10% from FY 2023). Profit margin: 7.8% (up from 7.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
分析記事 • Jun 18NS Solutions Corporation's (TSE:2327) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider NS...
Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥265 (up from JP¥240 in FY 2023). Revenue: JP¥310.6b (up 6.5% from FY 2023). Net income: JP¥24.2b (up 10% from FY 2023). Profit margin: 7.8% (up from 7.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Apr 29NS Solutions Corporation, Annual General Meeting, Jun 19, 2024NS Solutions Corporation, Annual General Meeting, Jun 19, 2024.
お知らせ • Apr 27+ 2 more updatesNS Solutions Corporation (TSE:2327) announces an Equity Buyback for 12,200 shares, representing 0.01% for ¥70 million.NS Solutions Corporation (TSE:2327) announces a share repurchase program. Under the program, the company will repurchase up to 12,200 shares, representing 0.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥70 million. The purpose of the program is to apply the funds to the shares of the company to be granted to directors (excluding directors who are members of the Audit and Supervisory Committee and outside directors) and executive officers as compensation under the restricted transfer stock compensation system. The program will continue through May 31, 2024. As of March 31, 2023, the company had 91,492,456 issued shares (excluding treasury stock) and 8,544 treasury shares.
お知らせ • Mar 28NS Solutions Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024NS Solutions Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
分析記事 • Mar 18NS Solutions (TSE:2327) Could Be Struggling To Allocate CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 • Feb 26NS Solutions (TSE:2327) Is Paying Out A Dividend Of ¥40.00NS Solutions Corporation's ( TSE:2327 ) investors are due to receive a payment of ¥40.00 per share on 5th of June. This...
お知らせ • Feb 09+ 1 more updateNS Solutions Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024NS Solutions Corporation provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 40.00 per share.
Reported Earnings • Feb 04Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: JP¥65.39 (up from JP¥62.31 in 3Q 2023). Revenue: JP¥75.3b (up 4.5% from 3Q 2023). Net income: JP¥5.98b (up 4.9% from 3Q 2023). Profit margin: 7.9% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Dec 28NS Solutions Corporation to Report Q3, 2024 Results on Feb 02, 2024NS Solutions Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥54.66 (down from JP¥55.14 in 2Q 2023). Revenue: JP¥69.6b (flat on 2Q 2023). Net income: JP¥5.00b (flat on 2Q 2023). Profit margin: 7.2% (down from 7.3% in 2Q 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Sep 29NS Solutions Corporation to Report Q2, 2024 Results on Oct 27, 2023NS Solutions Corporation announced that they will report Q2, 2024 results on Oct 27, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).
お知らせ • Aug 04+ 2 more updatesNs Solutions Corporation Provides Financial Guidance for the First Half and Full Year of the Fiscal Year Ending March 31, 2024NS Solutions Corporation provided financial guidance for the first half and full year of the fiscal year ending March 31, 2024. For the first half, the company expected revenue of JPY 140,000 million, Operating profit of JPY 14,000 million, Profit before tax of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,400 million and Basic EPS of JPY 102.74.For the full year, the company expected revenue of JPY 305,000million, Operating profit of JPY 33,500 million, Profit before tax of JPY 34,000 million, Profit attributable to owners of parent of JPY 22,800 million and Basic EPS of JPY 249.22.
Reported Earnings • Jul 29First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: JP¥43.96 (down from JP¥47.57 in 1Q 2023). Revenue: JP¥68.8b (up 5.6% from 1Q 2023). Net income: JP¥4.02b (down 7.6% from 1Q 2023). Profit margin: 5.8% (down from 6.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Jun 28NS Solutions Corporation to Report Q1, 2024 Results on Jul 28, 2023NS Solutions Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Jun 28Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥240 (up from JP¥218 in FY 2022). Revenue: JP¥291.7b (up 7.9% from FY 2022). Net income: JP¥22.0b (up 10% from FY 2022). Profit margin: 7.5% (up from 7.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
お知らせ • May 13+ 3 more updatesNS Solutions Corporation Provides Financial Guidance for the First Half and Full Year of the Fiscal Year Ending March 31, 2024NS Solutions Corporation provided financial guidance for the first half and full year of the fiscal year ending March 31, 2024. For the first half, the company expected revenue of JPY 140,000 million, Operating profit of JPY 14,000 million, Profit before tax of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,400 million and Basic EPS of JPY 102.74.For the full year, the company expected revenue of JPY 305,000million, Operating profit of JPY 33,500 million, Profit before tax of JPY 34,000 million, Profit attributable to owners of parent of JPY 22,800 million and Basic EPS of JPY 249.19.
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥240 (up from JP¥218 in FY 2022). Revenue: JP¥291.7b (up 7.9% from FY 2022). Net income: JP¥22.0b (up 10% from FY 2022). Profit margin: 7.5% (up from 7.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
お知らせ • Feb 17+ 1 more updateNS Solutions Corporation Announces President Changes, Effective on April 1, 2023NS Solutions Corporation announced that at its board meeting held on February 17, 2023, it was resolved to make the appointments below for President, effective as of April 1, 2023. Kazuhiko TAMAOKI (Currently, Executive Director and Managing Executive Officer) as President. Hiroyuki MORITA (Currently, Representative Director and President) as Senior Executive Advisor.
お知らせ • Feb 10+ 1 more updateNS Solutions Corporation Provides Year End Dividend Forecast for the Fiscal Year Ending March 31, 2023NS Solutions Corporation provided year end dividend forecast of JPY 35.00 for the fiscal year ending March 31, 2023.
Buying Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥4,126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is also forecast to grow by 4.1% per annum over the same time period.
Reported Earnings • Feb 04Third quarter 2023 earnings: EPS in line with expectations, revenues disappointThird quarter 2023 results: EPS: JP¥62.32 (up from JP¥60.83 in 3Q 2022). Revenue: JP¥72.1b (up 11% from 3Q 2022). Net income: JP¥5.70b (up 2.4% from 3Q 2022). Profit margin: 7.9% (down from 8.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jan 09NS Solutions Corporation to Report Q3, 2023 Results on Feb 03, 2023NS Solutions Corporation announced that they will report Q3, 2023 results on Feb 03, 2023