AGS（3648）株式概要AGSコーポレーションは、日本で情報サービスを提供しています。 詳細3648 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金5/6報酬株価収益率（ 9.6 x） JP市場（ 14 x）を下回っています。過去5年間の収益は年間26.1%増加しました。 3.47%の安定した配当金を支払う リスク分析リスクチェックの結果、3648 、リスクは検出されなかった。すべてのリスクチェックを見る3648 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW478,700 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA478,700 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.04k2.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture040b2016201920222025202620282031Revenue JP¥39.7bEarnings JP¥2.5bAdvancedSet Fair ValueView all narrativesAGS Corporation 競合他社Cybertrust JapanSymbol: TSE:4498Market cap: JP¥20.3bJapan Process DevelopmentSymbol: TSE:9651Market cap: JP¥18.5bNCDSymbol: TSE:4783Market cap: JP¥20.1bSun*Symbol: TSE:4053Market cap: JP¥18.0b価格と性能株価の高値、安値、推移の概要AGS過去の株価現在の株価JP¥1,037.0052週高値JP¥1,595.0052週安値JP¥1,004.00ベータ0.381ヶ月の変化-6.49%3ヶ月変化-5.73%1年変化-23.07%3年間の変化44.63%5年間の変化19.61%IPOからの変化372.44%最新ニュースReported Earnings • Jul 31First quarter 2027 earnings released: EPS: JP¥13.07 (vs JP¥20.58 in 1Q 2026)First quarter 2027 results: EPS: JP¥13.07 (down from JP¥20.58 in 1Q 2026). Revenue: JP¥6.35b (up 5.7% from 1Q 2026). Net income: JP¥218.0m (down 37% from 1Q 2026). Profit margin: 3.4% (down from 5.7% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 26AGS Corporation to Report Q1, 2027 Results on Jul 30, 2026AGS Corporation announced that they will report Q1, 2027 results on Jul 30, 2026Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥116 (vs JP¥81.86 in FY 2025)Full year 2026 results: EPS: JP¥116 (up from JP¥81.86 in FY 2025). Revenue: JP¥28.6b (up 15% from FY 2025). Net income: JP¥1.93b (up 40% from FY 2025). Profit margin: 6.8% (up from 5.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • May 14AGS Corporation, Annual General Meeting, Jun 25, 2026AGS Corporation, Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥27.97 (vs JP¥20.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.97 (up from JP¥20.76 in 3Q 2025). Revenue: JP¥7.52b (up 22% from 3Q 2025). Net income: JP¥468.0m (up 34% from 3Q 2025). Profit margin: 6.2% (up from 5.7% 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 43% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesReported Earnings • Jul 31First quarter 2027 earnings released: EPS: JP¥13.07 (vs JP¥20.58 in 1Q 2026)First quarter 2027 results: EPS: JP¥13.07 (down from JP¥20.58 in 1Q 2026). Revenue: JP¥6.35b (up 5.7% from 1Q 2026). Net income: JP¥218.0m (down 37% from 1Q 2026). Profit margin: 3.4% (down from 5.7% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 26AGS Corporation to Report Q1, 2027 Results on Jul 30, 2026AGS Corporation announced that they will report Q1, 2027 results on Jul 30, 2026Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥116 (vs JP¥81.86 in FY 2025)Full year 2026 results: EPS: JP¥116 (up from JP¥81.86 in FY 2025). Revenue: JP¥28.6b (up 15% from FY 2025). Net income: JP¥1.93b (up 40% from FY 2025). Profit margin: 6.8% (up from 5.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • May 14AGS Corporation, Annual General Meeting, Jun 25, 2026AGS Corporation, Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥27.97 (vs JP¥20.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.97 (up from JP¥20.76 in 3Q 2025). Revenue: JP¥7.52b (up 22% from 3Q 2025). Net income: JP¥468.0m (up 34% from 3Q 2025). Profit margin: 6.2% (up from 5.7% 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 43% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 30AGS Corporation (TSE:3648) announces an Equity Buyback for 50,000 shares, representing 0.3% for ¥70.7 million.AGS Corporation (TSE:3648) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.3% of its issued share capital, for ¥70.7 million. Shares will be repurchased at a price of ¥1,414 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. Repurchased shares will be cancelled. The program is valid till February 2, 2026. As of September 30, 2024, there are 16,732,032 outstanding shares (excluding treasury stock) and 476,700 treasury shares.お知らせ • Dec 06AGS Corporation to Report Q3, 2026 Results on Jan 30, 2026AGS Corporation announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Nov 01Even With A 27% Surge, Cautious Investors Are Not Rewarding AGS Corporation's (TSE:3648) Performance CompletelyAGS Corporation ( TSE:3648 ) shareholders would be excited to see that the share price has had a great month, posting a...Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥39.34 (vs JP¥16.96 in 2Q 2025)Second quarter 2026 results: EPS: JP¥39.34 (up from JP¥16.96 in 2Q 2025). Revenue: JP¥7.36b (up 26% from 2Q 2025). Net income: JP¥658.0m (up 130% from 2Q 2025). Profit margin: 8.9% (up from 4.9% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.New Risk • Oct 16New 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 9.0% 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 (9.0% average weekly change). Minor Risk Dividend is not well covered by cash flows (229% cash payout ratio).Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,434, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 151% over the past three years.お知らせ • Sep 25Taiheiyo Cement Corporation (TSE:5233) completed the acquisition of remaining 34.3% stake in Pacific Systems Corporation (TSE:3847) from a group of shareholders.Taiheiyo Cement Corporation (TSE:5233) proposed to acquire remaining 34.3% stake in Pacific Systems Corporation (TSE:3847) from a group of shareholders for ¥3.5 billion on August 8, 2025. A cash consideration valued at ¥6850 per share will be paid by Taiheiyo Cement Corporation. Upon completion, Taiheiyo Cement Corporation will own 100% stake in Pacific Systems Corporation. Tender Offeror aims to acquire all of the Target Company Shares and make the Target Company a wholly owned subsidiary company of the Tender Offeror. the Tender Offeror has not set a maximum number of shares to be purchased in the Tender Offer, so the Target Company Shares might be delisted through prescribed procedures in accordance with delisting criteria set out by the Tokyo Stock Exchange depending on the result of the Tender Offer. In addition, even if they do not fall under those criteria at the time of conclusion of the Tender Offer, the Tender Offeror plans to carry out the Squeeze-Out Procedures. The transaction is subject to minimum tender. The minimum number of shares to be purchased has been set as 14,400 shares. If the total number of the Tendered Shares is less than the minimum number of shares to be purchased the purchase, etc. of all of the Tendered Shares will not be carried out. The expected completion of the transaction is September 24, 2025. Taiheiyo Cement Corporation (TSE:5233) completed the acquisition of remaining 34.3% stake in Pacific Systems Corporation (TSE:3847) from a group of shareholders on September 24, 2025.Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).お知らせ • Sep 11AGS Corporation to Report Q2, 2026 Results on Oct 30, 2025AGS Corporation announced that they will report Q2, 2026 results on Oct 30, 2025お知らせ • Aug 08Taiheiyo Cement Corporation (TSE:5233) proposed to acquire remaining 34.31% stake in Pacific Systems Corporation (TSE:3847) from from a group of shareholders for ¥3.5 billion.Taiheiyo Cement Corporation (TSE:5233) proposed to acquire remaining 34.31% stake in Pacific Systems Corporation (TSE:3847) from from a group of shareholders for ¥3.5 billion on August 8, 2025. A cash consideration valued at ¥6850 per share will be paid by Taiheiyo Cement Corporation. Upon completion, Taiheiyo Cement Corporation will own 100% stake in Pacific Systems Corporation. Tender Offeror aims to acquire all of the Target Company Shares and make the Target Company a wholly owned subsidiary company of the Tender Offeror. the Tender Offeror has not set a maximum number of shares to be purchased in the Tender Offer, so the Target Company Shares might be delisted through prescribed procedures in accordance with delisting criteria set out by the Tokyo Stock Exchange depending on the result of the Tender Offer. In addition, even if they do not fall under those criteria at the time of conclusion of the Tender Offer, the Tender Offeror plans to carry out the Squeeze-Out Procedures. The transaction is subject to minimum tender. The minimum number of shares to be purchased has been set as 14,400 shares. If the total number of the Tendered Shares is less than the minimum number of shares to be purchased the purchase, etc. of all of the Tendered Shares will not be carried out. The expected completion of the transaction is September 24, 2025.Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥20.58 (vs JP¥7.20 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.58 (up from JP¥7.20 in 1Q 2025). Revenue: JP¥6.01b (up 18% from 1Q 2025). Net income: JP¥344.0m (up 182% from 1Q 2025). Profit margin: 5.7% (up from 2.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,308, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 93% over the past three years.分析記事 • Jul 28Investors Aren't Entirely Convinced By AGS Corporation's (TSE:3648) EarningsWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...お知らせ • Jun 25AGS Corporation to Report Q1, 2026 Results on Jul 30, 2025AGS Corporation announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥81.86 (vs JP¥53.99 in FY 2024)Full year 2025 results: EPS: JP¥81.86 (up from JP¥53.99 in FY 2024). Revenue: JP¥24.9b (up 13% from FY 2024). Net income: JP¥1.38b (up 47% from FY 2024). Profit margin: 5.5% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥81.86 (vs JP¥53.99 in FY 2024)Full year 2025 results: EPS: JP¥81.86 (up from JP¥53.99 in FY 2024). Revenue: JP¥24.9b (up 13% from FY 2024). Net income: JP¥1.38b (up 47% from FY 2024). Profit margin: 5.5% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% 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 14AGS Corporation, Annual General Meeting, Jun 20, 2025AGS Corporation, Annual General Meeting, Jun 20, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥671, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 6.6% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 32% 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%).お知らせ • Mar 11AGS Corporation to Report Fiscal Year 2025 Results on May 14, 2025AGS Corporation announced that they will report fiscal year 2025 results on May 14, 2025分析記事 • Jan 30Investor Optimism Abounds AGS Corporation (TSE:3648) But Growth Is LackingAGS Corporation's ( TSE:3648 ) price-to-earnings (or "P/E") ratio of 19.1x might make it look like a sell right now...Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥20.76 (vs JP¥22.00 in 3Q 2024)Third quarter 2025 results: EPS: JP¥20.76 (down from JP¥22.00 in 3Q 2024). Revenue: JP¥6.15b (up 8.2% from 3Q 2024). Net income: JP¥349.0m (down 7.9% from 3Q 2024). Profit margin: 5.7% (down from 6.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥958, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 24% over the past three years.分析記事 • Dec 25AGS (TSE:3648) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...お知らせ • Dec 10AGS Corporation to Report Q3, 2025 Results on Jan 29, 2025AGS Corporation announced that they will report Q3, 2025 results on Jan 29, 2025分析記事 • Nov 19Earnings Troubles May Signal Larger Issues for AGS (TSE:3648) ShareholdersAGS Corporation's ( TSE:3648 ) recent weak earnings report didn't cause a big stock movement. We think that investors...Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥16.96 (vs JP¥16.44 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.96. Revenue: JP¥5.84b (up 2.0% from 2Q 2024). Net income: JP¥286.0m (flat on 2Q 2024). Profit margin: 4.9% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Oct 30AGS Corporation (TSE:3648) announces an Equity Buyback for 150,000 shares, representing 0.89% for ¥100 million.AGS Corporation (TSE:3648) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 0.89% of its issued share capital, for ¥100 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program is valid till April 30, 2025. As of September 30, 2024, there are 16,833,642 outstanding shares and 494,290 treasury shares."Upcoming Dividend • Sep 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).お知らせ • Sep 10AGS Corporation to Report Q2, 2025 Results on Oct 30, 2024AGS Corporation announced that they will report Q2, 2025 results on Oct 30, 2024分析記事 • Aug 06More Unpleasant Surprises Could Be In Store For AGS Corporation's (TSE:3648) Shares After Tumbling 26%To the annoyance of some shareholders, AGS Corporation ( TSE:3648 ) shares are down a considerable 26% in the last...New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.7b (US$98.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥14.7b market cap, or US$98.8m).Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥7.20 (vs JP¥10.23 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.20 (down from JP¥10.23 in 1Q 2024). Revenue: JP¥5.09b (up 5.2% from 1Q 2024). Net income: JP¥122.0m (down 32% from 1Q 2024). Profit margin: 2.4% (down from 3.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% 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 • Jun 26AGS Corporation to Report Q1, 2025 Final Results on Jul 30, 2024AGS Corporation announced that they will report Q1, 2025 final results on Jul 30, 2024Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥53.99 (vs JP¥38.40 in FY 2023)Full year 2024 results: EPS: JP¥53.99 (up from JP¥38.40 in FY 2023). Revenue: JP¥22.1b (up 4.9% from FY 2023). Net income: JP¥936.0m (up 37% from FY 2023). Profit margin: 4.2% (up from 3.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • May 21There May Be Underlying Issues With The Quality Of AGS' (TSE:3648) EarningsLast week's profit announcement from AGS Corporation ( TSE:3648 ) was underwhelming for investors, despite headline...Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥53.99 (vs JP¥38.40 in FY 2023)Full year 2024 results: EPS: JP¥53.99 (up from JP¥38.40 in FY 2023). Revenue: JP¥22.1b (up 4.9% from FY 2023). Net income: JP¥936.0m (up 37% from FY 2023). Profit margin: 4.2% (up from 3.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 15AGS Corporation, Annual General Meeting, Jun 20, 2024AGS Corporation, Annual General Meeting, Jun 20, 2024.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,130, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 46% over the past three years.分析記事 • Apr 17AGS Corporation (TSE:3648) Stocks Shoot Up 27% But Its P/E Still Looks ReasonableAGS Corporation ( TSE:3648 ) shares have continued their recent momentum with a 27% gain in the last month alone...New Risk • Apr 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% 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.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥1,067, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 34% over the past three years.New Risk • Mar 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$98.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.4%).お知らせ • Mar 13AGS Corporation to Report Fiscal Year 2024 Results on May 13, 2024AGS Corporation announced that they will report fiscal year 2024 results on May 13, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥22.00 (vs JP¥6.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.00 (up from JP¥6.25 in 3Q 2023). Revenue: JP¥5.68b (up 13% from 3Q 2023). Net income: JP¥379.0m (up 241% from 3Q 2023). Profit margin: 6.7% (up from 2.2% 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 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥960, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 22% over the past three years.お知らせ • Dec 10AGS Corporation to Report Q3, 2024 Results on Jan 30, 2024AGS Corporation announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥16.44 (vs JP¥8.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.44 (up from JP¥8.04 in 2Q 2023). Revenue: JP¥5.73b (up 16% from 2Q 2023). Net income: JP¥288.0m (up 101% from 2Q 2023). Profit margin: 5.0% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Oct 31+ 1 more updateAGS Corporation (TSE:3648) announces an Equity Buyback for 500,000 shares, representing 2.85% for ¥250 million.AGS Corporation (TSE:3648) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.85% of its issued share capital, for ¥250 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency. Shares repurchased will be cancelled. The repurchase program is valid till October 31, 2024. As of September 30, 2023, the company had 17,515,542 shares issued (excluding treasury shares) and had 72,590 shares in treasury.Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.50 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.5%).お知らせ • Sep 10AGS Corporation to Report Q2, 2024 Results on Oct 30, 2023AGS Corporation announced that they will report Q2, 2024 results on Oct 30, 2023Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥10.23 (vs JP¥6.30 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.23 (up from JP¥6.30 in 1Q 2023). Revenue: JP¥4.84b (down 5.0% from 1Q 2023). Net income: JP¥180.0m (up 61% from 1Q 2023). Profit margin: 3.7% (up from 2.2% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jun 28AGS Corporation to Report Q1, 2024 Results on Jul 28, 2023AGS Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥38.40 (vs JP¥35.88 in FY 2022)Full year 2023 results: EPS: JP¥38.40 (up from JP¥35.88 in FY 2022). Revenue: JP¥21.1b (flat on FY 2022). Net income: JP¥682.0m (up 6.9% from FY 2022). Profit margin: 3.2% (up from 3.0% in FY 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥38.40 (vs JP¥35.88 in FY 2022)Full year 2023 results: EPS: JP¥38.40 (up from JP¥35.88 in FY 2022). Revenue: JP¥21.1b (flat on FY 2022). Net income: JP¥682.0m (up 6.9% from FY 2022). Profit margin: 3.2% (up from 3.0% in FY 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 13AGS Corporation, Annual General Meeting, Jun 22, 2023AGS Corporation, Annual General Meeting, Jun 22, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.50 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥6.25 (vs JP¥7.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥6.25 (down from JP¥7.70 in 3Q 2022). Revenue: JP¥5.05b (down 3.8% from 3Q 2022). Net income: JP¥111.0m (down 19% from 3Q 2022). Profit margin: 2.2% (down from 2.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Dec 10AGS Corporation to Report Q3, 2023 Results on Jan 30, 2023AGS Corporation announced that they will report Q3, 2023 results on Jan 30, 2023Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Mito Shimonaka was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥8.04 (vs JP¥13.38 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.04 (down from JP¥13.38 in 2Q 2022). Revenue: JP¥4.93b (down 5.1% from 2Q 2022). Net income: JP¥143.0m (down 40% from 2Q 2022). Profit margin: 2.9% (down from 4.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).お知らせ • Sep 10AGS Corporation to Report Q2, 2023 Results on Oct 28, 2022AGS Corporation announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥6.30 (vs JP¥12.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥6.30 (down from JP¥12.71 in 1Q 2022). Revenue: JP¥5.09b (down 2.4% from 1Q 2022). Net income: JP¥112.0m (down 50% from 1Q 2022). Profit margin: 2.2% (down from 4.3% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Jul 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director & Executive Officer Koji Nozawa was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 26Full year 2022 earnings released: EPS: JP¥35.88 (vs JP¥27.93 in FY 2021)Full year 2022 results: EPS: JP¥35.88 (up from JP¥27.93 in FY 2021). Revenue: JP¥21.2b (up 1.1% from FY 2021). Net income: JP¥638.0m (up 28% from FY 2021). Profit margin: 3.0% (up from 2.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥35.88 (vs JP¥27.93 in FY 2021)Full year 2022 results: EPS: JP¥35.88 (up from JP¥27.93 in FY 2021). Revenue: JP¥21.2b (up 1.1% from FY 2021). Net income: JP¥638.0m (up 28% from FY 2021). Profit margin: 3.0% (up from 2.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 15AGS Corporation, Annual General Meeting, Jun 22, 2022AGS Corporation, Annual General Meeting, Jun 22, 2022. Agenda: General meeting of shareholders.Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 4 experienced directors. 1 highly experienced director. VP, Executive Officer, Head of Overall System Department & Director Hiroyuki Fujikura is the most experienced director on the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 07AGS Corporation to Report Fiscal Year 2022 Results on May 12, 2022AGS Corporation announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.5%).Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥7.70 (up from JP¥2.14 in 3Q 2021). Revenue: JP¥5.25b (down 2.7% from 3Q 2021). Net income: JP¥137.0m (up 261% from 3Q 2021). Profit margin: 2.6% (up from 0.7% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥13.38 (vs JP¥9.72 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.20b (up 11% from 2Q 2021). Net income: JP¥238.0m (up 38% from 2Q 2021). Profit margin: 4.6% (up from 3.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.2%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥12.71 (vs JP¥1.41 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.22b (up 17% from 1Q 2021). Net income: JP¥226.0m (up JP¥251.0m from 1Q 2021). Profit margin: 4.3% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • Jun 24Full year 2021 earnings released: EPS JP¥27.93 (vs JP¥26.67 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥20.9b (up 5.0% from FY 2020). Net income: JP¥497.0m (up 4.6% from FY 2020). Profit margin: 2.4% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥27.93 (vs JP¥26.67 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥20.9b (up 5.0% from FY 2020). Net income: JP¥497.0m (up 4.6% from FY 2020). Profit margin: 2.4% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 04 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.3%).お知らせ • Mar 12AGS Corporation to Report Fiscal Year 2021 Results on May 13, 2021AGS Corporation announced that they will report fiscal year 2021 results on May 13, 2021Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥2.14 (vs JP¥9.38 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥5.40b (up 3.7% from 3Q 2020). Net income: JP¥38.0m (down 77% from 3Q 2020). Profit margin: 0.7% (down from 3.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Dec 17AGS Corporation to Report Q3, 2021 Results on Jan 29, 2021AGS Corporation announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Dec 07New 90-day low: JP¥809The company is down 5.0% from its price of JP¥850 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 9.0% over the same period.お知らせ • Sep 12AGS Corporation to Report Q2, 2021 Results on Oct 30, 2020AGS Corporation announced that they will report Q2, 2021 results on Oct 30, 2020株主還元3648JP ITJP 市場7D-8.2%7.1%-0.4%1Y-23.1%-3.8%34.5%株主還元を見る業界別リターン: 3648過去 1 年間で-3.8 % の収益を上げたJP IT業界を下回りました。リターン対市場: 3648は、過去 1 年間で34.5 % のリターンを上げたJP市場を下回りました。価格変動Is 3648's price volatile compared to industry and market?3648 volatility3648 Average Weekly Movement5.0%IT Industry Average Movement4.8%Market Average Movement4.3%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.2%安定した株価: 3648 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3648の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19711,109Shinji Nakanowww.ags.co.jpAGSコーポレーションは、日本で情報サービスを提供しています。同社は、メインフレームを利用した受託計算サービスなどのサポートサービスや、データ入力、印刷、配送などの周辺サービスを提供しています。また、システムのコンサルティング、企画、設計、開発、保守サポートを含むソフトウェア開発サービスも提供しています。 さらに、システムパッケージの販売・導入や、コンピュータおよび周辺機器の販売も行っている。また、インターネットデータセンターやセキュリティサービスも提供している。顧客層は、地方自治体や団体などの金融業界、公共部門、および企業である。AGS株式会社は1971年に設立され、本社は日本の埼玉県にある。もっと見るAGS Corporation 基礎のまとめAGS の収益と売上を時価総額と比較するとどうか。3648 基礎統計学時価総額JP¥17.30b収益（TTM）JP¥1.81b売上高(TTM)JP¥28.96b9.6xPER（株価収益率0.6xP/Sレシオ3648 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3648 損益計算書（TTM）収益JP¥28.96b売上原価JP¥21.77b売上総利益JP¥7.20bその他の費用JP¥5.39b収益JP¥1.81b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）108.26グロス・マージン24.84%純利益率6.24%有利子負債／自己資本比率0%3648 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3.5%現在の配当利回り31%配当性向3648 配当は確実ですか？3648 配当履歴とベンチマークを見る3648 、いつまでに購入すれば配当金を受け取れますか？AGS 配当日配当落ち日Sep 29 2026配当支払日Nov 30 2026配当落ちまでの日数58 days配当支払日までの日数120 days3648 配当は確実ですか？3648 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2026/08/01 22:29終値2026/07/31 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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AGS 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。1 アナリスト機関Michihiro AshiyaMizuho Securities Co., Ltd.
Reported Earnings • Jul 31First quarter 2027 earnings released: EPS: JP¥13.07 (vs JP¥20.58 in 1Q 2026)First quarter 2027 results: EPS: JP¥13.07 (down from JP¥20.58 in 1Q 2026). Revenue: JP¥6.35b (up 5.7% from 1Q 2026). Net income: JP¥218.0m (down 37% from 1Q 2026). Profit margin: 3.4% (down from 5.7% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 26AGS Corporation to Report Q1, 2027 Results on Jul 30, 2026AGS Corporation announced that they will report Q1, 2027 results on Jul 30, 2026
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥116 (vs JP¥81.86 in FY 2025)Full year 2026 results: EPS: JP¥116 (up from JP¥81.86 in FY 2025). Revenue: JP¥28.6b (up 15% from FY 2025). Net income: JP¥1.93b (up 40% from FY 2025). Profit margin: 6.8% (up from 5.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14AGS Corporation, Annual General Meeting, Jun 25, 2026AGS Corporation, Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥27.97 (vs JP¥20.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.97 (up from JP¥20.76 in 3Q 2025). Revenue: JP¥7.52b (up 22% from 3Q 2025). Net income: JP¥468.0m (up 34% from 3Q 2025). Profit margin: 6.2% (up from 5.7% 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 43% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 31First quarter 2027 earnings released: EPS: JP¥13.07 (vs JP¥20.58 in 1Q 2026)First quarter 2027 results: EPS: JP¥13.07 (down from JP¥20.58 in 1Q 2026). Revenue: JP¥6.35b (up 5.7% from 1Q 2026). Net income: JP¥218.0m (down 37% from 1Q 2026). Profit margin: 3.4% (down from 5.7% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 26AGS Corporation to Report Q1, 2027 Results on Jul 30, 2026AGS Corporation announced that they will report Q1, 2027 results on Jul 30, 2026
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥116 (vs JP¥81.86 in FY 2025)Full year 2026 results: EPS: JP¥116 (up from JP¥81.86 in FY 2025). Revenue: JP¥28.6b (up 15% from FY 2025). Net income: JP¥1.93b (up 40% from FY 2025). Profit margin: 6.8% (up from 5.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14AGS Corporation, Annual General Meeting, Jun 25, 2026AGS Corporation, Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥27.97 (vs JP¥20.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.97 (up from JP¥20.76 in 3Q 2025). Revenue: JP¥7.52b (up 22% from 3Q 2025). Net income: JP¥468.0m (up 34% from 3Q 2025). Profit margin: 6.2% (up from 5.7% 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 43% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 30AGS Corporation (TSE:3648) announces an Equity Buyback for 50,000 shares, representing 0.3% for ¥70.7 million.AGS Corporation (TSE:3648) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.3% of its issued share capital, for ¥70.7 million. Shares will be repurchased at a price of ¥1,414 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. Repurchased shares will be cancelled. The program is valid till February 2, 2026. As of September 30, 2024, there are 16,732,032 outstanding shares (excluding treasury stock) and 476,700 treasury shares.
お知らせ • Dec 06AGS Corporation to Report Q3, 2026 Results on Jan 30, 2026AGS Corporation announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Nov 01Even With A 27% Surge, Cautious Investors Are Not Rewarding AGS Corporation's (TSE:3648) Performance CompletelyAGS Corporation ( TSE:3648 ) shareholders would be excited to see that the share price has had a great month, posting a...
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥39.34 (vs JP¥16.96 in 2Q 2025)Second quarter 2026 results: EPS: JP¥39.34 (up from JP¥16.96 in 2Q 2025). Revenue: JP¥7.36b (up 26% from 2Q 2025). Net income: JP¥658.0m (up 130% from 2Q 2025). Profit margin: 8.9% (up from 4.9% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 16New 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 9.0% 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 (9.0% average weekly change). Minor Risk Dividend is not well covered by cash flows (229% cash payout ratio).
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,434, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 151% over the past three years.
お知らせ • Sep 25Taiheiyo Cement Corporation (TSE:5233) completed the acquisition of remaining 34.3% stake in Pacific Systems Corporation (TSE:3847) from a group of shareholders.Taiheiyo Cement Corporation (TSE:5233) proposed to acquire remaining 34.3% stake in Pacific Systems Corporation (TSE:3847) from a group of shareholders for ¥3.5 billion on August 8, 2025. A cash consideration valued at ¥6850 per share will be paid by Taiheiyo Cement Corporation. Upon completion, Taiheiyo Cement Corporation will own 100% stake in Pacific Systems Corporation. Tender Offeror aims to acquire all of the Target Company Shares and make the Target Company a wholly owned subsidiary company of the Tender Offeror. the Tender Offeror has not set a maximum number of shares to be purchased in the Tender Offer, so the Target Company Shares might be delisted through prescribed procedures in accordance with delisting criteria set out by the Tokyo Stock Exchange depending on the result of the Tender Offer. In addition, even if they do not fall under those criteria at the time of conclusion of the Tender Offer, the Tender Offeror plans to carry out the Squeeze-Out Procedures. The transaction is subject to minimum tender. The minimum number of shares to be purchased has been set as 14,400 shares. If the total number of the Tendered Shares is less than the minimum number of shares to be purchased the purchase, etc. of all of the Tendered Shares will not be carried out. The expected completion of the transaction is September 24, 2025. Taiheiyo Cement Corporation (TSE:5233) completed the acquisition of remaining 34.3% stake in Pacific Systems Corporation (TSE:3847) from a group of shareholders on September 24, 2025.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
お知らせ • Sep 11AGS Corporation to Report Q2, 2026 Results on Oct 30, 2025AGS Corporation announced that they will report Q2, 2026 results on Oct 30, 2025
お知らせ • Aug 08Taiheiyo Cement Corporation (TSE:5233) proposed to acquire remaining 34.31% stake in Pacific Systems Corporation (TSE:3847) from from a group of shareholders for ¥3.5 billion.Taiheiyo Cement Corporation (TSE:5233) proposed to acquire remaining 34.31% stake in Pacific Systems Corporation (TSE:3847) from from a group of shareholders for ¥3.5 billion on August 8, 2025. A cash consideration valued at ¥6850 per share will be paid by Taiheiyo Cement Corporation. Upon completion, Taiheiyo Cement Corporation will own 100% stake in Pacific Systems Corporation. Tender Offeror aims to acquire all of the Target Company Shares and make the Target Company a wholly owned subsidiary company of the Tender Offeror. the Tender Offeror has not set a maximum number of shares to be purchased in the Tender Offer, so the Target Company Shares might be delisted through prescribed procedures in accordance with delisting criteria set out by the Tokyo Stock Exchange depending on the result of the Tender Offer. In addition, even if they do not fall under those criteria at the time of conclusion of the Tender Offer, the Tender Offeror plans to carry out the Squeeze-Out Procedures. The transaction is subject to minimum tender. The minimum number of shares to be purchased has been set as 14,400 shares. If the total number of the Tendered Shares is less than the minimum number of shares to be purchased the purchase, etc. of all of the Tendered Shares will not be carried out. The expected completion of the transaction is September 24, 2025.
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥20.58 (vs JP¥7.20 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.58 (up from JP¥7.20 in 1Q 2025). Revenue: JP¥6.01b (up 18% from 1Q 2025). Net income: JP¥344.0m (up 182% from 1Q 2025). Profit margin: 5.7% (up from 2.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,308, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 93% over the past three years.
分析記事 • Jul 28Investors Aren't Entirely Convinced By AGS Corporation's (TSE:3648) EarningsWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...
お知らせ • Jun 25AGS Corporation to Report Q1, 2026 Results on Jul 30, 2025AGS Corporation announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥81.86 (vs JP¥53.99 in FY 2024)Full year 2025 results: EPS: JP¥81.86 (up from JP¥53.99 in FY 2024). Revenue: JP¥24.9b (up 13% from FY 2024). Net income: JP¥1.38b (up 47% from FY 2024). Profit margin: 5.5% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥81.86 (vs JP¥53.99 in FY 2024)Full year 2025 results: EPS: JP¥81.86 (up from JP¥53.99 in FY 2024). Revenue: JP¥24.9b (up 13% from FY 2024). Net income: JP¥1.38b (up 47% from FY 2024). Profit margin: 5.5% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% 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 14AGS Corporation, Annual General Meeting, Jun 20, 2025AGS Corporation, Annual General Meeting, Jun 20, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥671, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 6.6% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 32% 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%).
お知らせ • Mar 11AGS Corporation to Report Fiscal Year 2025 Results on May 14, 2025AGS Corporation announced that they will report fiscal year 2025 results on May 14, 2025
分析記事 • Jan 30Investor Optimism Abounds AGS Corporation (TSE:3648) But Growth Is LackingAGS Corporation's ( TSE:3648 ) price-to-earnings (or "P/E") ratio of 19.1x might make it look like a sell right now...
Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥20.76 (vs JP¥22.00 in 3Q 2024)Third quarter 2025 results: EPS: JP¥20.76 (down from JP¥22.00 in 3Q 2024). Revenue: JP¥6.15b (up 8.2% from 3Q 2024). Net income: JP¥349.0m (down 7.9% from 3Q 2024). Profit margin: 5.7% (down from 6.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥958, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 24% over the past three years.
分析記事 • Dec 25AGS (TSE:3648) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
お知らせ • Dec 10AGS Corporation to Report Q3, 2025 Results on Jan 29, 2025AGS Corporation announced that they will report Q3, 2025 results on Jan 29, 2025
分析記事 • Nov 19Earnings Troubles May Signal Larger Issues for AGS (TSE:3648) ShareholdersAGS Corporation's ( TSE:3648 ) recent weak earnings report didn't cause a big stock movement. We think that investors...
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥16.96 (vs JP¥16.44 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.96. Revenue: JP¥5.84b (up 2.0% from 2Q 2024). Net income: JP¥286.0m (flat on 2Q 2024). Profit margin: 4.9% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Oct 30AGS Corporation (TSE:3648) announces an Equity Buyback for 150,000 shares, representing 0.89% for ¥100 million.AGS Corporation (TSE:3648) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 0.89% of its issued share capital, for ¥100 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program is valid till April 30, 2025. As of September 30, 2024, there are 16,833,642 outstanding shares and 494,290 treasury shares."
Upcoming Dividend • Sep 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
お知らせ • Sep 10AGS Corporation to Report Q2, 2025 Results on Oct 30, 2024AGS Corporation announced that they will report Q2, 2025 results on Oct 30, 2024
分析記事 • Aug 06More Unpleasant Surprises Could Be In Store For AGS Corporation's (TSE:3648) Shares After Tumbling 26%To the annoyance of some shareholders, AGS Corporation ( TSE:3648 ) shares are down a considerable 26% in the last...
New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.7b (US$98.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥14.7b market cap, or US$98.8m).
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥7.20 (vs JP¥10.23 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.20 (down from JP¥10.23 in 1Q 2024). Revenue: JP¥5.09b (up 5.2% from 1Q 2024). Net income: JP¥122.0m (down 32% from 1Q 2024). Profit margin: 2.4% (down from 3.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% 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 • Jun 26AGS Corporation to Report Q1, 2025 Final Results on Jul 30, 2024AGS Corporation announced that they will report Q1, 2025 final results on Jul 30, 2024
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥53.99 (vs JP¥38.40 in FY 2023)Full year 2024 results: EPS: JP¥53.99 (up from JP¥38.40 in FY 2023). Revenue: JP¥22.1b (up 4.9% from FY 2023). Net income: JP¥936.0m (up 37% from FY 2023). Profit margin: 4.2% (up from 3.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • May 21There May Be Underlying Issues With The Quality Of AGS' (TSE:3648) EarningsLast week's profit announcement from AGS Corporation ( TSE:3648 ) was underwhelming for investors, despite headline...
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥53.99 (vs JP¥38.40 in FY 2023)Full year 2024 results: EPS: JP¥53.99 (up from JP¥38.40 in FY 2023). Revenue: JP¥22.1b (up 4.9% from FY 2023). Net income: JP¥936.0m (up 37% from FY 2023). Profit margin: 4.2% (up from 3.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15AGS Corporation, Annual General Meeting, Jun 20, 2024AGS Corporation, Annual General Meeting, Jun 20, 2024.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,130, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 46% over the past three years.
分析記事 • Apr 17AGS Corporation (TSE:3648) Stocks Shoot Up 27% But Its P/E Still Looks ReasonableAGS Corporation ( TSE:3648 ) shares have continued their recent momentum with a 27% gain in the last month alone...
New Risk • Apr 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% 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.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥1,067, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 34% over the past three years.
New Risk • Mar 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$98.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.4%).
お知らせ • Mar 13AGS Corporation to Report Fiscal Year 2024 Results on May 13, 2024AGS Corporation announced that they will report fiscal year 2024 results on May 13, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥22.00 (vs JP¥6.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.00 (up from JP¥6.25 in 3Q 2023). Revenue: JP¥5.68b (up 13% from 3Q 2023). Net income: JP¥379.0m (up 241% from 3Q 2023). Profit margin: 6.7% (up from 2.2% 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 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥960, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 22% over the past three years.
お知らせ • Dec 10AGS Corporation to Report Q3, 2024 Results on Jan 30, 2024AGS Corporation announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥16.44 (vs JP¥8.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.44 (up from JP¥8.04 in 2Q 2023). Revenue: JP¥5.73b (up 16% from 2Q 2023). Net income: JP¥288.0m (up 101% from 2Q 2023). Profit margin: 5.0% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Oct 31+ 1 more updateAGS Corporation (TSE:3648) announces an Equity Buyback for 500,000 shares, representing 2.85% for ¥250 million.AGS Corporation (TSE:3648) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.85% of its issued share capital, for ¥250 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency. Shares repurchased will be cancelled. The repurchase program is valid till October 31, 2024. As of September 30, 2023, the company had 17,515,542 shares issued (excluding treasury shares) and had 72,590 shares in treasury.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.50 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.5%).
お知らせ • Sep 10AGS Corporation to Report Q2, 2024 Results on Oct 30, 2023AGS Corporation announced that they will report Q2, 2024 results on Oct 30, 2023
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥10.23 (vs JP¥6.30 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.23 (up from JP¥6.30 in 1Q 2023). Revenue: JP¥4.84b (down 5.0% from 1Q 2023). Net income: JP¥180.0m (up 61% from 1Q 2023). Profit margin: 3.7% (up from 2.2% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28AGS Corporation to Report Q1, 2024 Results on Jul 28, 2023AGS Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥38.40 (vs JP¥35.88 in FY 2022)Full year 2023 results: EPS: JP¥38.40 (up from JP¥35.88 in FY 2022). Revenue: JP¥21.1b (flat on FY 2022). Net income: JP¥682.0m (up 6.9% from FY 2022). Profit margin: 3.2% (up from 3.0% in FY 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥38.40 (vs JP¥35.88 in FY 2022)Full year 2023 results: EPS: JP¥38.40 (up from JP¥35.88 in FY 2022). Revenue: JP¥21.1b (flat on FY 2022). Net income: JP¥682.0m (up 6.9% from FY 2022). Profit margin: 3.2% (up from 3.0% in FY 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 13AGS Corporation, Annual General Meeting, Jun 22, 2023AGS Corporation, Annual General Meeting, Jun 22, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.50 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥6.25 (vs JP¥7.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥6.25 (down from JP¥7.70 in 3Q 2022). Revenue: JP¥5.05b (down 3.8% from 3Q 2022). Net income: JP¥111.0m (down 19% from 3Q 2022). Profit margin: 2.2% (down from 2.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Dec 10AGS Corporation to Report Q3, 2023 Results on Jan 30, 2023AGS Corporation announced that they will report Q3, 2023 results on Jan 30, 2023
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Mito Shimonaka was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥8.04 (vs JP¥13.38 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.04 (down from JP¥13.38 in 2Q 2022). Revenue: JP¥4.93b (down 5.1% from 2Q 2022). Net income: JP¥143.0m (down 40% from 2Q 2022). Profit margin: 2.9% (down from 4.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
お知らせ • Sep 10AGS Corporation to Report Q2, 2023 Results on Oct 28, 2022AGS Corporation announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥6.30 (vs JP¥12.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥6.30 (down from JP¥12.71 in 1Q 2022). Revenue: JP¥5.09b (down 2.4% from 1Q 2022). Net income: JP¥112.0m (down 50% from 1Q 2022). Profit margin: 2.2% (down from 4.3% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director & Executive Officer Koji Nozawa was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 26Full year 2022 earnings released: EPS: JP¥35.88 (vs JP¥27.93 in FY 2021)Full year 2022 results: EPS: JP¥35.88 (up from JP¥27.93 in FY 2021). Revenue: JP¥21.2b (up 1.1% from FY 2021). Net income: JP¥638.0m (up 28% from FY 2021). Profit margin: 3.0% (up from 2.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥35.88 (vs JP¥27.93 in FY 2021)Full year 2022 results: EPS: JP¥35.88 (up from JP¥27.93 in FY 2021). Revenue: JP¥21.2b (up 1.1% from FY 2021). Net income: JP¥638.0m (up 28% from FY 2021). Profit margin: 3.0% (up from 2.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15AGS Corporation, Annual General Meeting, Jun 22, 2022AGS Corporation, Annual General Meeting, Jun 22, 2022. Agenda: General meeting of shareholders.
Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 4 experienced directors. 1 highly experienced director. VP, Executive Officer, Head of Overall System Department & Director Hiroyuki Fujikura is the most experienced director on the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 07AGS Corporation to Report Fiscal Year 2022 Results on May 12, 2022AGS Corporation announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.5%).
Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥7.70 (up from JP¥2.14 in 3Q 2021). Revenue: JP¥5.25b (down 2.7% from 3Q 2021). Net income: JP¥137.0m (up 261% from 3Q 2021). Profit margin: 2.6% (up from 0.7% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥13.38 (vs JP¥9.72 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.20b (up 11% from 2Q 2021). Net income: JP¥238.0m (up 38% from 2Q 2021). Profit margin: 4.6% (up from 3.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.2%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥12.71 (vs JP¥1.41 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.22b (up 17% from 1Q 2021). Net income: JP¥226.0m (up JP¥251.0m from 1Q 2021). Profit margin: 4.3% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • Jun 24Full year 2021 earnings released: EPS JP¥27.93 (vs JP¥26.67 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥20.9b (up 5.0% from FY 2020). Net income: JP¥497.0m (up 4.6% from FY 2020). Profit margin: 2.4% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥27.93 (vs JP¥26.67 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥20.9b (up 5.0% from FY 2020). Net income: JP¥497.0m (up 4.6% from FY 2020). Profit margin: 2.4% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 04 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.3%).
お知らせ • Mar 12AGS Corporation to Report Fiscal Year 2021 Results on May 13, 2021AGS Corporation announced that they will report fiscal year 2021 results on May 13, 2021
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥2.14 (vs JP¥9.38 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥5.40b (up 3.7% from 3Q 2020). Net income: JP¥38.0m (down 77% from 3Q 2020). Profit margin: 0.7% (down from 3.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Dec 17AGS Corporation to Report Q3, 2021 Results on Jan 29, 2021AGS Corporation announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Dec 07New 90-day low: JP¥809The company is down 5.0% from its price of JP¥850 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 9.0% over the same period.
お知らせ • Sep 12AGS Corporation to Report Q2, 2021 Results on Oct 30, 2020AGS Corporation announced that they will report Q2, 2021 results on Oct 30, 2020
