YE DIGITAL（2354）株式概要株式会社YE DIGITALは、日本でモノのインターネット（IoT）ソリューションを提供しています。 詳細2354 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より24.7%で取引されている 過去1年間で収益は23.5%増加しました リスク分析JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る2354 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¥933.0015.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b31b2016201920222025202620282031Revenue JP¥31.1bEarnings JP¥2.0bAdvancedSet Fair ValueView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative8users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrativeYE DIGITAL Corporation 競合他社Asahi Intelligence ServiceSymbol: TSE:9799Market cap: JP¥15.9bBSN Media HoldingsSymbol: TSE:9408Market cap: JP¥16.6bCube SystemSymbol: TSE:2335Market cap: JP¥15.3bBroadBand TowerSymbol: TSE:3776Market cap: JP¥14.9b価格と性能株価の高値、安値、推移の概要YE DIGITAL過去の株価現在の株価JP¥933.0052週高値JP¥993.0052週安値JP¥596.00ベータ0.501ヶ月の変化11.07%3ヶ月変化21.33%1年変化48.10%3年間の変化105.05%5年間の変化59.22%IPOからの変化208.43%最新ニュースBuy Or Sell Opportunity • May 01Now 21% undervaluedOver the last 90 days, the stock has risen 13% to JP¥896. The fair value is estimated to be JP¥1,139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 12%.Reported Earnings • Apr 02Full year 2026 earnings released: EPS: JP¥71.41 (vs JP¥56.80 in FY 2025)Full year 2026 results: EPS: JP¥71.41 (up from JP¥56.80 in FY 2025). Revenue: JP¥20.3b (up 1.6% from FY 2025). Net income: JP¥1.28b (up 24% from FY 2025). Profit margin: 6.3% (up from 5.2% in FY 2025). 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 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 31YE DIGITAL Corporation, Annual General Meeting, May 22, 2026YE DIGITAL Corporation, Annual General Meeting, May 22, 2026.Upcoming Dividend • Feb 19Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).分析記事 • Dec 24YE DIGITAL Corporation's (TSE:2354) Shares Leap 32% Yet They're Still Not Telling The Full StoryYE DIGITAL Corporation ( TSE:2354 ) shares have had a really impressive month, gaining 32% after a shaky period...Reported Earnings • Dec 24Third quarter 2026 earnings released: EPS: JP¥23.81 (vs JP¥4.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.81 (up from JP¥4.59 in 3Q 2025). Revenue: JP¥5.32b (up 15% from 3Q 2025). Net income: JP¥425.0m (up 406% from 3Q 2025). Profit margin: 8.0% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. 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 27% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • May 01Now 21% undervaluedOver the last 90 days, the stock has risen 13% to JP¥896. The fair value is estimated to be JP¥1,139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 12%.Reported Earnings • Apr 02Full year 2026 earnings released: EPS: JP¥71.41 (vs JP¥56.80 in FY 2025)Full year 2026 results: EPS: JP¥71.41 (up from JP¥56.80 in FY 2025). Revenue: JP¥20.3b (up 1.6% from FY 2025). Net income: JP¥1.28b (up 24% from FY 2025). Profit margin: 6.3% (up from 5.2% in FY 2025). 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 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 31YE DIGITAL Corporation, Annual General Meeting, May 22, 2026YE DIGITAL Corporation, Annual General Meeting, May 22, 2026.Upcoming Dividend • Feb 19Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).分析記事 • Dec 24YE DIGITAL Corporation's (TSE:2354) Shares Leap 32% Yet They're Still Not Telling The Full StoryYE DIGITAL Corporation ( TSE:2354 ) shares have had a really impressive month, gaining 32% after a shaky period...Reported Earnings • Dec 24Third quarter 2026 earnings released: EPS: JP¥23.81 (vs JP¥4.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.81 (up from JP¥4.59 in 3Q 2025). Revenue: JP¥5.32b (up 15% from 3Q 2025). Net income: JP¥425.0m (up 406% from 3Q 2025). Profit margin: 8.0% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. 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 27% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Dec 15New 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 5.7% 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: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 6x cash flows per share). Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥13.7b market cap, or US$88.6m).お知らせ • Nov 27YE DIGITAL Corporation to Report Q3, 2026 Results on Dec 23, 2025YE DIGITAL Corporation announced that they will report Q3, 2026 results on Dec 23, 2025Declared Dividend • Nov 06First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 26th February 2026 Payment date: 26th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 14% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Oct 07YE DIGITAL's (TSE:2354) Shareholders Have More To Worry About Than Only Soft EarningsInvestors were disappointed by YE DIGITAL Corporation's ( TSE:2354 ) latest earnings release. We did some further...Reported Earnings • Oct 02Second quarter 2026 earnings released: EPS: JP¥12.46 (vs JP¥20.12 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.46 (down from JP¥20.12 in 2Q 2025). Revenue: JP¥4.75b (down 5.4% from 2Q 2025). Net income: JP¥223.0m (down 39% from 2Q 2025). Profit margin: 4.7% (down from 7.3% in 2Q 2025). 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 increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Oct 01Now 25% undervaluedOver the last 90 days, the stock has risen 5.6% to JP¥683. The fair value is estimated to be JP¥905, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 20%.Board Change • Aug 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Yoichi Sagara was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 27YE DIGITAL Corporation to Report Q2, 2026 Results on Sep 30, 2025YE DIGITAL Corporation announced that they will report Q2, 2026 results on Sep 30, 2025Upcoming Dividend • Aug 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 05 November 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).Reported Earnings • Jun 27First quarter 2026 earnings released: EPS: JP¥11.96 (vs JP¥10.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.96 (up from JP¥10.51 in 1Q 2025). Revenue: JP¥4.92b (down 2.8% from 1Q 2025). Net income: JP¥218.0m (up 14% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jun 18Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th August 2025 Payment date: 5th November 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 27YE DIGITAL Corporation to Report Q1, 2026 Results on Jun 26, 2025YE DIGITAL Corporation announced that they will report Q1, 2026 results on Jun 26, 2025分析記事 • May 07YE DIGITAL Corporation (TSE:2354) Stock Rockets 28% But Many Are Still Ignoring The CompanyYE DIGITAL Corporation ( TSE:2354 ) shares have had a really impressive month, gaining 28% after a shaky period...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥483, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 15x in the IT industry in Japan. Total returns to shareholders of 22% over the past three years.Reported Earnings • Apr 02Full year 2025 earnings released: EPS: JP¥56.80 (vs JP¥60.22 in FY 2024)Full year 2025 results: EPS: JP¥56.80 (down from JP¥60.22 in FY 2024). Revenue: JP¥19.9b (up 2.3% from FY 2024). Net income: JP¥1.04b (down 4.9% from FY 2024). Profit margin: 5.2% (down from 5.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 01YE DIGITAL Corporation (TSE:2354) announces an Equity Buyback for 500,000 shares, representing 2.73% for ¥400 million.YE DIGITAL Corporation (TSE:2354) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.73% of its issued share capital (excluding treasury stock), for ¥400 million. The purpose of the program is to improve shareholder returns and capital efficiency in order to achieve sustainable growth and increase its corporate value over the medium to long term. The program will run until February 27, 2026. As of February 28, 2025, the company had 18,319,085 shares in issue (excluding treasury stock) and 315 shares in treasury.お知らせ • Mar 31YE DIGITAL Corporation, Annual General Meeting, May 23, 2025YE DIGITAL Corporation, Annual General Meeting, May 23, 2025.お知らせ • Mar 07YE DIGITAL Corporation to Report Fiscal Year 2025 Results on Mar 31, 2025YE DIGITAL Corporation announced that they will report fiscal year 2025 results on Mar 31, 2025Buy Or Sell Opportunity • Feb 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥594. The fair value is estimated to be JP¥754, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 30%.Upcoming Dividend • Feb 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 27 May 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).Buy Or Sell Opportunity • Feb 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to JP¥627. The fair value is estimated to be JP¥795, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 30%.Reported Earnings • Dec 26Second quarter 2025 earnings released: EPS: JP¥20.12 (vs JP¥20.79 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.12 (down from JP¥20.79 in 2Q 2024). Revenue: JP¥5.02b (down 5.9% from 2Q 2024). Net income: JP¥368.0m (down 2.4% from 2Q 2024). Profit margin: 7.3% (up from 7.1% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥603, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 35% over the past three years.New Risk • Dec 25New 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 6.0% 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 (6.0% average weekly change). Market cap is less than US$100m (JP¥11.1b market cap, or US$70.9m).分析記事 • Nov 27YE DIGITAL (TSE:2354) Will Pay A Dividend Of ¥10.00The board of YE DIGITAL Corporation ( TSE:2354 ) has announced that it will pay a dividend of ¥10.00 per share on the...お知らせ • Nov 27YE DIGITAL Corporation to Report Q3, 2025 Results on Dec 24, 2024YE DIGITAL Corporation announced that they will report Q3, 2025 results on Dec 24, 2024分析記事 • Nov 06YE DIGITAL (TSE:2354) Has Announced A Dividend Of ¥10.00The board of YE DIGITAL Corporation ( TSE:2354 ) has announced that it will pay a dividend on the 27th of May, with...Declared Dividend • Nov 06First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th February 2025 Payment date: 27th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Oct 02YE DIGITAL (TSE:2354) Has Announced A Dividend Of ¥10.00YE DIGITAL Corporation ( TSE:2354 ) will pay a dividend of ¥10.00 on the 27th of May. This will take the annual payment...Declared Dividend • Oct 02First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th February 2025 Payment date: 27th May 2025 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 (19% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 15% per year over the past 7 years and payments have been stable during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥20.11 (vs JP¥20.79 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.11 (down from JP¥20.79 in 2Q 2024). Revenue: JP¥5.02b (down 5.9% from 2Q 2024). Net income: JP¥368.0m (down 2.4% from 2Q 2024). Profit margin: 7.3% (up from 7.1% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 31YE DIGITAL Corporation to Report Q2, 2025 Results on Sep 30, 2024YE DIGITAL Corporation announced that they will report Q2, 2025 results on Sep 30, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 06 November 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).分析記事 • Aug 05Not Many Are Piling Into YE DIGITAL Corporation (TSE:2354) Stock Yet As It Plummets 28%YE DIGITAL Corporation ( TSE:2354 ) shareholders won't be pleased to see that the share price has had a very rough...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥584, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 15% over the past three years.New Risk • Aug 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Market cap is less than US$100m (JP¥12.5b market cap, or US$84.2m).分析記事 • Jul 22YE DIGITAL (TSE:2354) Is Increasing Its Dividend To ¥8.00YE DIGITAL Corporation ( TSE:2354 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Jun 20YE DIGITAL's (TSE:2354) Shareholders Will Receive A Bigger Dividend Than Last YearYE DIGITAL Corporation's ( TSE:2354 ) dividend will be increasing from last year's payment of the same period to ¥8.00...分析記事 • Jun 06YE DIGITAL's (TSE:2354) Shareholders Will Receive A Bigger Dividend Than Last YearYE DIGITAL Corporation ( TSE:2354 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Jun 06Final dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 29th August 2024 Payment date: 6th November 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (17% earnings payout ratio) but not adequately covered by cash flows (98% cash payout ratio). The dividend has increased by an average of 15% per year over the past 7 years and payments have been stable during that time. Earnings per share has grown by 40% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 01Full year 2024 earnings released: EPS: JP¥60.22 (vs JP¥43.18 in FY 2023)Full year 2024 results: EPS: JP¥60.22 (up from JP¥43.18 in FY 2023). Revenue: JP¥19.5b (up 21% from FY 2023). Net income: JP¥1.09b (up 40% from FY 2023). Profit margin: 5.6% (up from 4.8% 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 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 29YE DIGITAL Corporation to Report Q1, 2025 Results on Jun 27, 2024YE DIGITAL Corporation announced that they will report Q1, 2025 results on Jun 27, 2024分析記事 • Apr 05YE DIGITAL's (TSE:2354) Promising Earnings May Rest On Soft FoundationsInvestors were disappointed with YE DIGITAL Corporation's ( TSE:2354 ) earnings, despite the strong profit numbers. We...Valuation Update With 7 Day Price Move • Apr 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥696, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 7.2% over the past three years.お知らせ • Mar 31YE DIGITAL Corporation, Annual General Meeting, May 24, 2024YE DIGITAL Corporation, Annual General Meeting, May 24, 2024.Reported Earnings • Mar 31Full year 2024 earnings released: EPS: JP¥60.21 (vs JP¥43.18 in FY 2023)Full year 2024 results: EPS: JP¥60.21 (up from JP¥43.18 in FY 2023). Revenue: JP¥19.5b (up 21% from FY 2023). Net income: JP¥1.09b (up 40% from FY 2023). Profit margin: 5.6% (up from 4.8% 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 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 01YE DIGITAL Corporation to Report Q4, 2024 Results on Mar 29, 2024YE DIGITAL Corporation announced that they will report Q4, 2024 results on Mar 29, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).Reported Earnings • Dec 23Third quarter 2024 earnings released: EPS: JP¥17.42 (vs JP¥10.09 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.42 (up from JP¥10.09 in 3Q 2023). Revenue: JP¥5.10b (up 32% from 3Q 2023). Net income: JP¥316.0m (up 73% from 3Q 2023). Profit margin: 6.2% (up from 4.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 30YE DIGITAL Corporation to Report Q3, 2024 Results on Dec 22, 2023YE DIGITAL Corporation announced that they will report Q3, 2024 results on Dec 22, 2023Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥829, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 42% over the past three years.Reported Earnings • Sep 30Second quarter 2024 earnings released: EPS: JP¥20.79 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.79 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥5.33b (up 37% from 2Q 2023). Net income: JP¥377.0m (up 314% from 2Q 2023). Profit margin: 7.1% (up from 2.3% 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 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥5.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 06 November 2023. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.6%).New Risk • Jun 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (183% cash payout ratio). Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥10.5b market cap, or US$72.7m).Reported Earnings • Jun 28First quarter 2024 earnings released: EPS: JP¥5.29 (vs JP¥11.75 in 1Q 2023)First quarter 2024 results: EPS: JP¥5.29 (down from JP¥11.75 in 1Q 2023). Revenue: JP¥4.42b (up 38% from 1Q 2023). Net income: JP¥96.0m (down 55% from 1Q 2023). Profit margin: 2.2% (down from 6.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 28YE DIGITAL Corporation to Report Q1, 2024 Results on Jun 27, 2023YE DIGITAL Corporation announced that they will report Q1, 2024 results on Jun 27, 2023Reported Earnings • Mar 31Full year 2023 earnings released: EPS: JP¥43.18 (vs JP¥22.23 in FY 2022)Full year 2023 results: EPS: JP¥43.18 (up from JP¥22.23 in FY 2022). Revenue: JP¥16.2b (up 18% from FY 2022). Net income: JP¥783.0m (up 94% from FY 2022). Profit margin: 4.8% (up from 2.9% in FY 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of JP¥5.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 23 May 2023. Payout ratio is a comfortable 12% 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 (1.7%).お知らせ • Feb 02YE DIGITAL Corporation to Report Fiscal Year 2023 Results on Mar 30, 2023YE DIGITAL Corporation announced that they will report fiscal year 2023 results on Mar 30, 2023Reported Earnings • Dec 26Third quarter 2023 earnings released: EPS: JP¥10.09 (vs JP¥0.17 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.09 (up from JP¥0.17 loss in 3Q 2022). Revenue: JP¥3.87b (up 29% from 3Q 2022). Net income: JP¥183.0m (up JP¥186.0m from 3Q 2022). Profit margin: 4.7% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Dec 08YE DIGITAL Corporation to Report Q3, 2023 Results on Dec 23, 2022YE DIGITAL Corporation announced that they will report Q3, 2023 results on Dec 23, 2022Board 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. 7 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). President and Representative Director Toshio Morohoshi was the last director to join the board, commencing their role in 2015. 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 • Oct 01Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥9.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥9.10 in 2Q 2022). Revenue: JP¥3.89b (up 8.4% from 2Q 2022). Net income: JP¥91.0m (down 45% from 2Q 2022). Profit margin: 2.3% (down from 4.6% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 24% 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 • Aug 28YE DIGITAL Corporation to Report Q2, 2023 Results on Sep 29, 2022YE DIGITAL Corporation announced that they will report Q2, 2023 results on Sep 29, 2022Upcoming Dividend • Aug 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 04 November 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Jun 27First quarter 2023 earnings released: EPS: JP¥11.75 (vs JP¥0.50 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥11.75 (up from JP¥0.50 loss in 1Q 2022). Revenue: JP¥3.19b (up 2.2% from 1Q 2022). Net income: JP¥213.0m (up JP¥222.0m from 1Q 2022). Profit margin: 6.7% (up from net loss in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 29YE DIGITAL Corporation to Report Q1, 2023 Results on Jun 24, 2022YE DIGITAL Corporation announced that they will report Q1, 2023 results on Jun 24, 2022Reported Earnings • May 29Full year 2022 earnings released: EPS: JP¥22.23 (vs JP¥35.36 in FY 2021)Full year 2022 results: EPS: JP¥22.23 (down from JP¥35.36 in FY 2021). Revenue: JP¥13.7b (down 5.2% from FY 2021). Net income: JP¥403.0m (down 37% from FY 2021). Profit margin: 2.9% (down from 4.4% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.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. 7 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). President and Representative Director Toshio Morohoshi was the last director to join the board, commencing their role in 2015. 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 • Mar 31Full year 2022 earnings released: EPS: JP¥22.23 (vs JP¥35.36 in FY 2021)Full year 2022 results: EPS: JP¥22.23 (down from JP¥35.36 in FY 2021). Revenue: JP¥13.7b (down 5.2% from FY 2021). Net income: JP¥403.0m (down 37% from FY 2021). Profit margin: 2.9% (down from 4.4% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 18Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 24 May 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Reported Earnings • Dec 27Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥0.17 loss per share (down from JP¥10.70 profit in 3Q 2021). Revenue: JP¥3.01b (down 13% from 3Q 2021). Net loss: JP¥3.00m (down 101% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS JP¥9.10 (vs JP¥12.52 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.59b (down 1.9% from 2Q 2021). Net income: JP¥165.0m (down 27% from 2Q 2021). Profit margin: 4.6% (down from 6.2% in 2Q 2021).Upcoming Dividend • Aug 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 04 November 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).Reported Earnings • Jul 18First quarter 2022 earnings released: JP¥0.50 loss per share (vs JP¥5.74 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.12b (up 5.1% from 1Q 2021). Net loss: JP¥9.00m (loss narrowed 91% from 1Q 2021).Reported Earnings • Jun 27First quarter 2022 earnings released: JP¥0.50 loss per share (vs JP¥5.74 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.12b (up 5.1% from 1Q 2021). Net loss: JP¥9.00m (loss narrowed 91% from 1Q 2021).Reported Earnings • Mar 28Full year 2021 earnings released: EPS JP¥35.36 (vs JP¥20.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥14.5b (up 5.0% from FY 2020). Net income: JP¥641.0m (up 70% from FY 2020). Profit margin: 4.4% (up from 2.7% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 27YE DIGITAL Corporation to Report Fiscal Year 2021 Results on Mar 26, 2021YE DIGITAL Corporation announced that they will report fiscal year 2021 results on Mar 26, 2021Is New 90 Day High Low • Feb 25New 90-day low: JP¥686The company is down 2.0% from its price of JP¥702 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is flat over the same period.Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥10.70The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.45b (up 20% from 3Q 2020). Net income: JP¥194.0m (up JP¥196.0m from 3Q 2020). Profit margin: 5.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥845, the stock is trading at a trailing P/E ratio of 30.6x, up from the previous P/E ratio of 25.3x. This compares to an average P/E of 29x in the IT industry in Japan. Total returns to shareholders over the past three years are 39%.Reported Earnings • Dec 26Third quarter 2021 earnings released: EPS JP¥10.70The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.45b (up 20% from 3Q 2020). Net income: JP¥194.0m (up JP¥196.0m from 3Q 2020). Profit margin: 5.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Dec 21New 90-day high: JP¥777The company is up 31% from its price of JP¥593 on 18 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 IT industry, which is up 1.0% over the same period.お知らせ • Nov 28YE DIGITAL Corporation to Report Q3, 2021 Results on Dec 24, 2020YE DIGITAL Corporation announced that they will report Q3, 2021 results on Dec 24, 2020お知らせ • Aug 31YE DIGITAL Corporation to Report Q2, 2021 Results on Sep 29, 2020YE DIGITAL Corporation announced that they will report Q2, 2021 results on Sep 29, 2020株主還元2354JP ITJP 市場7D1.4%-7.9%-1.0%1Y48.1%-6.3%37.2%株主還元を見る業界別リターン: 2354過去 1 年間で-6.3 % の収益を上げたJP IT業界を上回りました。リターン対市場: 2354過去 1 年間で37.2 % の収益を上げたJP市場を上回りました。価格変動Is 2354's price volatile compared to industry and market?2354 volatility2354 Average Weekly Movement7.8%IT Industry Average Movement5.2%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.4%安定した株価: 2354の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 2354の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1978694Yuji Tamaiwww.ye-digital.com株式会社YE DIGITALは、日本でモノのインターネット（IoT）ソリューションを提供しています。データストレージ、可視化、分析機能を備えたIoTプラットフォーム「MMCloud」、AIベースの故障予測エンジン「MMPredict」などのクラウドアプリケーションサービス製品を展開している。また、ワイヤレスカメラとクラウドビューワーによる「MMsmartMonitor」サービス、リアルタイムで画像検査が可能な「MMEye」、監視・状態管理を行う工場セキュリティソリューション「MMsmartSecurity」、物流施設におけるバース監視システム「Smart Berth System」、スマートバス停クラウドシステム「MMsmart BusStop」を提供している。また、MMLink-3G通信アダプタ、MMLink-Lite 3G SIMロック解除USBインタフェース通信アダプタなど、様々な通信インタフェースを持つ通信アダプタを提供している。さらに、位置認識ソリューション、正確な屋内定位ソリューション、カメラ製品、コントローラ、セルラーネットワーク製品、データロガー、プログラマブルHMI、遠隔監視ソフトウェア、IoTコンサルティングサービスも提供している。半導体メーカー、工作機械メーカー、食品メーカー、温度調節器メーカーなど、さまざまな業界にサービスを提供している。旧社名は安川情報システム株式会社で、2019年3月にYE DIGITAL株式会社に社名変更した。株式会社YE DIGITALは1978年に設立され、本社は北九州市にある。もっと見るYE DIGITAL Corporation 基礎のまとめYE DIGITAL の収益と売上を時価総額と比較するとどうか。2354 基礎統計学時価総額JP¥16.18b収益（TTM）JP¥1.28b売上高(TTM)JP¥20.26b13.1xPER（株価収益率0.8xP/Sレシオ2354 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2354 損益計算書（TTM）収益JP¥20.26b売上原価JP¥14.45b売上総利益JP¥5.82bその他の費用JP¥4.53b収益JP¥1.28b直近の収益報告Feb 28, 2026次回決算日該当なし一株当たり利益（EPS）71.15グロス・マージン28.70%純利益率6.33%有利子負債／自己資本比率0%2354 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2.1%現在の配当利回り43%配当性向2354 配当は確実ですか？2354 配当履歴とベンチマークを見る2354 、いつまでに購入すれば配当金を受け取れますか？YE DIGITAL 配当日配当落ち日Feb 26 2026配当支払日May 07 2026配当落ちまでの日数71 days配当支払日までの日数1 day2354 配当は確実ですか？2354 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2026/05/07 12:15終値2026/05/07 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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YE DIGITAL Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Featured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative8users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrative
Buy Or Sell Opportunity • May 01Now 21% undervaluedOver the last 90 days, the stock has risen 13% to JP¥896. The fair value is estimated to be JP¥1,139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 12%.
Reported Earnings • Apr 02Full year 2026 earnings released: EPS: JP¥71.41 (vs JP¥56.80 in FY 2025)Full year 2026 results: EPS: JP¥71.41 (up from JP¥56.80 in FY 2025). Revenue: JP¥20.3b (up 1.6% from FY 2025). Net income: JP¥1.28b (up 24% from FY 2025). Profit margin: 6.3% (up from 5.2% in FY 2025). 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 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 31YE DIGITAL Corporation, Annual General Meeting, May 22, 2026YE DIGITAL Corporation, Annual General Meeting, May 22, 2026.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).
分析記事 • Dec 24YE DIGITAL Corporation's (TSE:2354) Shares Leap 32% Yet They're Still Not Telling The Full StoryYE DIGITAL Corporation ( TSE:2354 ) shares have had a really impressive month, gaining 32% after a shaky period...
Reported Earnings • Dec 24Third quarter 2026 earnings released: EPS: JP¥23.81 (vs JP¥4.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.81 (up from JP¥4.59 in 3Q 2025). Revenue: JP¥5.32b (up 15% from 3Q 2025). Net income: JP¥425.0m (up 406% from 3Q 2025). Profit margin: 8.0% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. 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 27% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 01Now 21% undervaluedOver the last 90 days, the stock has risen 13% to JP¥896. The fair value is estimated to be JP¥1,139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 12%.
Reported Earnings • Apr 02Full year 2026 earnings released: EPS: JP¥71.41 (vs JP¥56.80 in FY 2025)Full year 2026 results: EPS: JP¥71.41 (up from JP¥56.80 in FY 2025). Revenue: JP¥20.3b (up 1.6% from FY 2025). Net income: JP¥1.28b (up 24% from FY 2025). Profit margin: 6.3% (up from 5.2% in FY 2025). 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 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 31YE DIGITAL Corporation, Annual General Meeting, May 22, 2026YE DIGITAL Corporation, Annual General Meeting, May 22, 2026.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).
分析記事 • Dec 24YE DIGITAL Corporation's (TSE:2354) Shares Leap 32% Yet They're Still Not Telling The Full StoryYE DIGITAL Corporation ( TSE:2354 ) shares have had a really impressive month, gaining 32% after a shaky period...
Reported Earnings • Dec 24Third quarter 2026 earnings released: EPS: JP¥23.81 (vs JP¥4.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.81 (up from JP¥4.59 in 3Q 2025). Revenue: JP¥5.32b (up 15% from 3Q 2025). Net income: JP¥425.0m (up 406% from 3Q 2025). Profit margin: 8.0% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. 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 27% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Dec 15New 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 5.7% 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: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 6x cash flows per share). Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥13.7b market cap, or US$88.6m).
お知らせ • Nov 27YE DIGITAL Corporation to Report Q3, 2026 Results on Dec 23, 2025YE DIGITAL Corporation announced that they will report Q3, 2026 results on Dec 23, 2025
Declared Dividend • Nov 06First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 26th February 2026 Payment date: 26th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 14% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 07YE DIGITAL's (TSE:2354) Shareholders Have More To Worry About Than Only Soft EarningsInvestors were disappointed by YE DIGITAL Corporation's ( TSE:2354 ) latest earnings release. We did some further...
Reported Earnings • Oct 02Second quarter 2026 earnings released: EPS: JP¥12.46 (vs JP¥20.12 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.46 (down from JP¥20.12 in 2Q 2025). Revenue: JP¥4.75b (down 5.4% from 2Q 2025). Net income: JP¥223.0m (down 39% from 2Q 2025). Profit margin: 4.7% (down from 7.3% in 2Q 2025). 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 increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Oct 01Now 25% undervaluedOver the last 90 days, the stock has risen 5.6% to JP¥683. The fair value is estimated to be JP¥905, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 20%.
Board Change • Aug 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Yoichi Sagara was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 27YE DIGITAL Corporation to Report Q2, 2026 Results on Sep 30, 2025YE DIGITAL Corporation announced that they will report Q2, 2026 results on Sep 30, 2025
Upcoming Dividend • Aug 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 05 November 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
Reported Earnings • Jun 27First quarter 2026 earnings released: EPS: JP¥11.96 (vs JP¥10.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.96 (up from JP¥10.51 in 1Q 2025). Revenue: JP¥4.92b (down 2.8% from 1Q 2025). Net income: JP¥218.0m (up 14% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jun 18Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th August 2025 Payment date: 5th November 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 27YE DIGITAL Corporation to Report Q1, 2026 Results on Jun 26, 2025YE DIGITAL Corporation announced that they will report Q1, 2026 results on Jun 26, 2025
分析記事 • May 07YE DIGITAL Corporation (TSE:2354) Stock Rockets 28% But Many Are Still Ignoring The CompanyYE DIGITAL Corporation ( TSE:2354 ) shares have had a really impressive month, gaining 28% after a shaky period...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥483, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 15x in the IT industry in Japan. Total returns to shareholders of 22% over the past three years.
Reported Earnings • Apr 02Full year 2025 earnings released: EPS: JP¥56.80 (vs JP¥60.22 in FY 2024)Full year 2025 results: EPS: JP¥56.80 (down from JP¥60.22 in FY 2024). Revenue: JP¥19.9b (up 2.3% from FY 2024). Net income: JP¥1.04b (down 4.9% from FY 2024). Profit margin: 5.2% (down from 5.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 01YE DIGITAL Corporation (TSE:2354) announces an Equity Buyback for 500,000 shares, representing 2.73% for ¥400 million.YE DIGITAL Corporation (TSE:2354) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.73% of its issued share capital (excluding treasury stock), for ¥400 million. The purpose of the program is to improve shareholder returns and capital efficiency in order to achieve sustainable growth and increase its corporate value over the medium to long term. The program will run until February 27, 2026. As of February 28, 2025, the company had 18,319,085 shares in issue (excluding treasury stock) and 315 shares in treasury.
お知らせ • Mar 31YE DIGITAL Corporation, Annual General Meeting, May 23, 2025YE DIGITAL Corporation, Annual General Meeting, May 23, 2025.
お知らせ • Mar 07YE DIGITAL Corporation to Report Fiscal Year 2025 Results on Mar 31, 2025YE DIGITAL Corporation announced that they will report fiscal year 2025 results on Mar 31, 2025
Buy Or Sell Opportunity • Feb 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥594. The fair value is estimated to be JP¥754, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 30%.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 27 May 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).
Buy Or Sell Opportunity • Feb 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to JP¥627. The fair value is estimated to be JP¥795, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 30%.
Reported Earnings • Dec 26Second quarter 2025 earnings released: EPS: JP¥20.12 (vs JP¥20.79 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.12 (down from JP¥20.79 in 2Q 2024). Revenue: JP¥5.02b (down 5.9% from 2Q 2024). Net income: JP¥368.0m (down 2.4% from 2Q 2024). Profit margin: 7.3% (up from 7.1% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥603, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 35% over the past three years.
New Risk • Dec 25New 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 6.0% 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 (6.0% average weekly change). Market cap is less than US$100m (JP¥11.1b market cap, or US$70.9m).
分析記事 • Nov 27YE DIGITAL (TSE:2354) Will Pay A Dividend Of ¥10.00The board of YE DIGITAL Corporation ( TSE:2354 ) has announced that it will pay a dividend of ¥10.00 per share on the...
お知らせ • Nov 27YE DIGITAL Corporation to Report Q3, 2025 Results on Dec 24, 2024YE DIGITAL Corporation announced that they will report Q3, 2025 results on Dec 24, 2024
分析記事 • Nov 06YE DIGITAL (TSE:2354) Has Announced A Dividend Of ¥10.00The board of YE DIGITAL Corporation ( TSE:2354 ) has announced that it will pay a dividend on the 27th of May, with...
Declared Dividend • Nov 06First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th February 2025 Payment date: 27th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 02YE DIGITAL (TSE:2354) Has Announced A Dividend Of ¥10.00YE DIGITAL Corporation ( TSE:2354 ) will pay a dividend of ¥10.00 on the 27th of May. This will take the annual payment...
Declared Dividend • Oct 02First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th February 2025 Payment date: 27th May 2025 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 (19% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 15% per year over the past 7 years and payments have been stable during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥20.11 (vs JP¥20.79 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.11 (down from JP¥20.79 in 2Q 2024). Revenue: JP¥5.02b (down 5.9% from 2Q 2024). Net income: JP¥368.0m (down 2.4% from 2Q 2024). Profit margin: 7.3% (up from 7.1% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 31YE DIGITAL Corporation to Report Q2, 2025 Results on Sep 30, 2024YE DIGITAL Corporation announced that they will report Q2, 2025 results on Sep 30, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 06 November 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
分析記事 • Aug 05Not Many Are Piling Into YE DIGITAL Corporation (TSE:2354) Stock Yet As It Plummets 28%YE DIGITAL Corporation ( TSE:2354 ) shareholders won't be pleased to see that the share price has had a very rough...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥584, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 15% over the past three years.
New Risk • Aug 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Market cap is less than US$100m (JP¥12.5b market cap, or US$84.2m).
分析記事 • Jul 22YE DIGITAL (TSE:2354) Is Increasing Its Dividend To ¥8.00YE DIGITAL Corporation ( TSE:2354 ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Jun 20YE DIGITAL's (TSE:2354) Shareholders Will Receive A Bigger Dividend Than Last YearYE DIGITAL Corporation's ( TSE:2354 ) dividend will be increasing from last year's payment of the same period to ¥8.00...
分析記事 • Jun 06YE DIGITAL's (TSE:2354) Shareholders Will Receive A Bigger Dividend Than Last YearYE DIGITAL Corporation ( TSE:2354 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Jun 06Final dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 29th August 2024 Payment date: 6th November 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (17% earnings payout ratio) but not adequately covered by cash flows (98% cash payout ratio). The dividend has increased by an average of 15% per year over the past 7 years and payments have been stable during that time. Earnings per share has grown by 40% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 01Full year 2024 earnings released: EPS: JP¥60.22 (vs JP¥43.18 in FY 2023)Full year 2024 results: EPS: JP¥60.22 (up from JP¥43.18 in FY 2023). Revenue: JP¥19.5b (up 21% from FY 2023). Net income: JP¥1.09b (up 40% from FY 2023). Profit margin: 5.6% (up from 4.8% 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 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 29YE DIGITAL Corporation to Report Q1, 2025 Results on Jun 27, 2024YE DIGITAL Corporation announced that they will report Q1, 2025 results on Jun 27, 2024
分析記事 • Apr 05YE DIGITAL's (TSE:2354) Promising Earnings May Rest On Soft FoundationsInvestors were disappointed with YE DIGITAL Corporation's ( TSE:2354 ) earnings, despite the strong profit numbers. We...
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥696, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 7.2% over the past three years.
お知らせ • Mar 31YE DIGITAL Corporation, Annual General Meeting, May 24, 2024YE DIGITAL Corporation, Annual General Meeting, May 24, 2024.
Reported Earnings • Mar 31Full year 2024 earnings released: EPS: JP¥60.21 (vs JP¥43.18 in FY 2023)Full year 2024 results: EPS: JP¥60.21 (up from JP¥43.18 in FY 2023). Revenue: JP¥19.5b (up 21% from FY 2023). Net income: JP¥1.09b (up 40% from FY 2023). Profit margin: 5.6% (up from 4.8% 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 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 01YE DIGITAL Corporation to Report Q4, 2024 Results on Mar 29, 2024YE DIGITAL Corporation announced that they will report Q4, 2024 results on Mar 29, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).
Reported Earnings • Dec 23Third quarter 2024 earnings released: EPS: JP¥17.42 (vs JP¥10.09 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.42 (up from JP¥10.09 in 3Q 2023). Revenue: JP¥5.10b (up 32% from 3Q 2023). Net income: JP¥316.0m (up 73% from 3Q 2023). Profit margin: 6.2% (up from 4.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 30YE DIGITAL Corporation to Report Q3, 2024 Results on Dec 22, 2023YE DIGITAL Corporation announced that they will report Q3, 2024 results on Dec 22, 2023
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥829, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 42% over the past three years.
Reported Earnings • Sep 30Second quarter 2024 earnings released: EPS: JP¥20.79 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.79 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥5.33b (up 37% from 2Q 2023). Net income: JP¥377.0m (up 314% from 2Q 2023). Profit margin: 7.1% (up from 2.3% 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 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥5.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 06 November 2023. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.6%).
New Risk • Jun 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (183% cash payout ratio). Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥10.5b market cap, or US$72.7m).
Reported Earnings • Jun 28First quarter 2024 earnings released: EPS: JP¥5.29 (vs JP¥11.75 in 1Q 2023)First quarter 2024 results: EPS: JP¥5.29 (down from JP¥11.75 in 1Q 2023). Revenue: JP¥4.42b (up 38% from 1Q 2023). Net income: JP¥96.0m (down 55% from 1Q 2023). Profit margin: 2.2% (down from 6.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 28YE DIGITAL Corporation to Report Q1, 2024 Results on Jun 27, 2023YE DIGITAL Corporation announced that they will report Q1, 2024 results on Jun 27, 2023
Reported Earnings • Mar 31Full year 2023 earnings released: EPS: JP¥43.18 (vs JP¥22.23 in FY 2022)Full year 2023 results: EPS: JP¥43.18 (up from JP¥22.23 in FY 2022). Revenue: JP¥16.2b (up 18% from FY 2022). Net income: JP¥783.0m (up 94% from FY 2022). Profit margin: 4.8% (up from 2.9% in FY 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥5.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 23 May 2023. Payout ratio is a comfortable 12% 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 (1.7%).
お知らせ • Feb 02YE DIGITAL Corporation to Report Fiscal Year 2023 Results on Mar 30, 2023YE DIGITAL Corporation announced that they will report fiscal year 2023 results on Mar 30, 2023
Reported Earnings • Dec 26Third quarter 2023 earnings released: EPS: JP¥10.09 (vs JP¥0.17 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.09 (up from JP¥0.17 loss in 3Q 2022). Revenue: JP¥3.87b (up 29% from 3Q 2022). Net income: JP¥183.0m (up JP¥186.0m from 3Q 2022). Profit margin: 4.7% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Dec 08YE DIGITAL Corporation to Report Q3, 2023 Results on Dec 23, 2022YE DIGITAL Corporation announced that they will report Q3, 2023 results on Dec 23, 2022
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. 7 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). President and Representative Director Toshio Morohoshi was the last director to join the board, commencing their role in 2015. 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 • Oct 01Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥9.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥9.10 in 2Q 2022). Revenue: JP¥3.89b (up 8.4% from 2Q 2022). Net income: JP¥91.0m (down 45% from 2Q 2022). Profit margin: 2.3% (down from 4.6% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 24% 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 • Aug 28YE DIGITAL Corporation to Report Q2, 2023 Results on Sep 29, 2022YE DIGITAL Corporation announced that they will report Q2, 2023 results on Sep 29, 2022
Upcoming Dividend • Aug 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 04 November 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Jun 27First quarter 2023 earnings released: EPS: JP¥11.75 (vs JP¥0.50 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥11.75 (up from JP¥0.50 loss in 1Q 2022). Revenue: JP¥3.19b (up 2.2% from 1Q 2022). Net income: JP¥213.0m (up JP¥222.0m from 1Q 2022). Profit margin: 6.7% (up from net loss in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 29YE DIGITAL Corporation to Report Q1, 2023 Results on Jun 24, 2022YE DIGITAL Corporation announced that they will report Q1, 2023 results on Jun 24, 2022
Reported Earnings • May 29Full year 2022 earnings released: EPS: JP¥22.23 (vs JP¥35.36 in FY 2021)Full year 2022 results: EPS: JP¥22.23 (down from JP¥35.36 in FY 2021). Revenue: JP¥13.7b (down 5.2% from FY 2021). Net income: JP¥403.0m (down 37% from FY 2021). Profit margin: 2.9% (down from 4.4% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
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. 7 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). President and Representative Director Toshio Morohoshi was the last director to join the board, commencing their role in 2015. 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 • Mar 31Full year 2022 earnings released: EPS: JP¥22.23 (vs JP¥35.36 in FY 2021)Full year 2022 results: EPS: JP¥22.23 (down from JP¥35.36 in FY 2021). Revenue: JP¥13.7b (down 5.2% from FY 2021). Net income: JP¥403.0m (down 37% from FY 2021). Profit margin: 2.9% (down from 4.4% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 24 May 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Reported Earnings • Dec 27Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥0.17 loss per share (down from JP¥10.70 profit in 3Q 2021). Revenue: JP¥3.01b (down 13% from 3Q 2021). Net loss: JP¥3.00m (down 101% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS JP¥9.10 (vs JP¥12.52 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.59b (down 1.9% from 2Q 2021). Net income: JP¥165.0m (down 27% from 2Q 2021). Profit margin: 4.6% (down from 6.2% in 2Q 2021).
Upcoming Dividend • Aug 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 04 November 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).
Reported Earnings • Jul 18First quarter 2022 earnings released: JP¥0.50 loss per share (vs JP¥5.74 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.12b (up 5.1% from 1Q 2021). Net loss: JP¥9.00m (loss narrowed 91% from 1Q 2021).
Reported Earnings • Jun 27First quarter 2022 earnings released: JP¥0.50 loss per share (vs JP¥5.74 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.12b (up 5.1% from 1Q 2021). Net loss: JP¥9.00m (loss narrowed 91% from 1Q 2021).
Reported Earnings • Mar 28Full year 2021 earnings released: EPS JP¥35.36 (vs JP¥20.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥14.5b (up 5.0% from FY 2020). Net income: JP¥641.0m (up 70% from FY 2020). Profit margin: 4.4% (up from 2.7% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 27YE DIGITAL Corporation to Report Fiscal Year 2021 Results on Mar 26, 2021YE DIGITAL Corporation announced that they will report fiscal year 2021 results on Mar 26, 2021
Is New 90 Day High Low • Feb 25New 90-day low: JP¥686The company is down 2.0% from its price of JP¥702 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is flat over the same period.
Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥10.70The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.45b (up 20% from 3Q 2020). Net income: JP¥194.0m (up JP¥196.0m from 3Q 2020). Profit margin: 5.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥845, the stock is trading at a trailing P/E ratio of 30.6x, up from the previous P/E ratio of 25.3x. This compares to an average P/E of 29x in the IT industry in Japan. Total returns to shareholders over the past three years are 39%.
Reported Earnings • Dec 26Third quarter 2021 earnings released: EPS JP¥10.70The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.45b (up 20% from 3Q 2020). Net income: JP¥194.0m (up JP¥196.0m from 3Q 2020). Profit margin: 5.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Dec 21New 90-day high: JP¥777The company is up 31% from its price of JP¥593 on 18 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 IT industry, which is up 1.0% over the same period.
お知らせ • Nov 28YE DIGITAL Corporation to Report Q3, 2021 Results on Dec 24, 2020YE DIGITAL Corporation announced that they will report Q3, 2021 results on Dec 24, 2020
お知らせ • Aug 31YE DIGITAL Corporation to Report Q2, 2021 Results on Sep 29, 2020YE DIGITAL Corporation announced that they will report Q2, 2021 results on Sep 29, 2020
