View Valuationm-up holdings 将来の成長Future 基準チェック /06現在、 m-up holdingsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Software 収益成長13.4%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジLow最終更新日02 Dec 2025今後の成長に関する最新情報お知らせ • Nov 15+ 1 more updatem-up holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023m-up holdings, Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected net sales to be JPY 15,000 million, Operating profit to be JPY 2,200 million, Profit attributable to owners of parent to be JPY 1,350 million and Basic earnings per share to be JPY 37.34.すべての更新を表示Recent updatesReported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥41.84 (up from JP¥23.28 in FY 2025). Revenue: JP¥31.7b (up 23% from FY 2025). Net income: JP¥2.97b (up 78% from FY 2025). Profit margin: 9.4% (up from 6.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 15m-up holdings, Inc., Annual General Meeting, Jun 29, 2026m-up holdings, Inc., Annual General Meeting, Jun 29, 2026.お知らせ • May 09m-up holdings, Inc. to Report Fiscal Year 2026 Results on May 15, 2026m-up holdings, Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).お知らせ • Feb 20m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 1,450,000 shares, representing 2.04% for ¥1,000 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 1,450,000 shares, representing 2.04% of its total shares outstanding excluding treasury shares, for a total of ¥1,000 million. The purpose of repurchase program is to enable a flexible capital policy in response to changes in the business environment, while also enhancing shareholder returns and improving capital efficiency. The repurchase program is valid till July 31, 2026. As of January 1, 2026, the company had 70,935,672 shares outstanding and had 2,057,104 shares in treasury.Reported Earnings • Feb 16Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: JP¥8.36b (up 24% from 3Q 2025). Net income: JP¥839.0m (up 2.4% from 3Q 2025). Profit margin: 10.0% (down from 12% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Software industry in Japan.分析記事 • Dec 28m-up holdings (TSE:3661) Is Paying Out A Larger Dividend Than Last Yearm-up holdings, Inc. ( TSE:3661 ) will increase its dividend from last year's comparable payment on the 15th of June to...Buy Or Sell Opportunity • Dec 26Now 22% overvaluedOver the last 90 days, the stock has fallen 8.1% to JP¥1,890. The fair value is estimated to be JP¥1,549, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 22% in a year. Earnings are forecast to grow by 43% in the next year.お知らせ • Nov 29m-up holdings, Inc. to Report Q3, 2026 Results on Feb 13, 2026m-up holdings, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Nov 19m-up holdings (TSE:3661) Is Increasing Its Dividend To ¥25.00m-up holdings, Inc. ( TSE:3661 ) will increase its dividend from last year's comparable payment on the 15th of June to...Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥23.67 (vs JP¥10.02 in 2Q 2025)Second quarter 2026 results: EPS: JP¥23.67 (up from JP¥10.02 in 2Q 2025). Revenue: JP¥7.69b (up 20% from 2Q 2025). Net income: JP¥840.0m (up 135% from 2Q 2025). Profit margin: 11% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Declared Dividend • Nov 17Dividend of JP¥12.50 announcedShareholders will receive a dividend of JP¥12.50. Ex-date: 30th March 2026 Payment date: 15th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next year, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,091, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in Japan. Total returns to shareholders of 36% over the past three years.分析記事 • Oct 16Market Participants Recognise m-up holdings, Inc.'s (TSE:3661) EarningsWith a price-to-earnings (or "P/E") ratio of 30.6x m-up holdings, Inc. ( TSE:3661 ) may be sending very bearish signals...お知らせ • Sep 01m-up holdings, Inc. to Report Q2, 2026 Results on Nov 14, 2025m-up holdings, Inc. announced that they will report Q2, 2026 results on Nov 14, 2025お知らせ • Aug 19m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 150,000 shares, representing 0.42% for ¥300 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 0.42% of its total shares outstanding excluding treasury shares, for a total of ¥300 million. The purpose of repurchase program is to enable a flexible capital policy in response to changes in the business environment, while also enhancing shareholder returns and improving capital efficiency. The repurchase program is valid till August 29, 2025. As of June 30, 2025, the company had 35,507,936 shares outstanding excluding treasury shares and had 988,452 shares in treasury.Buy Or Sell Opportunity • Aug 19Now 20% undervaluedOver the last 90 days, the stock has risen 21% to JP¥2,313. The fair value is estimated to be JP¥2,905, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 23%.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥24.14 (vs JP¥13.27 in 1Q 2025)First quarter 2026 results: EPS: JP¥24.14 (up from JP¥13.27 in 1Q 2025). Revenue: JP¥7.41b (up 27% from 1Q 2025). Net income: JP¥859.0m (up 81% from 1Q 2025). Profit margin: 12% (up from 8.2% 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 23% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.お知らせ • May 31m-up holdings, Inc. to Report Q1, 2026 Results on Aug 14, 2025m-up holdings, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,977, the stock trades at a trailing P/E ratio of 42.4x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 72% over the past three years.Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥46.57 (vs JP¥41.05 in FY 2024)Full year 2025 results: EPS: JP¥46.57 (up from JP¥41.05 in FY 2024). Revenue: JP¥25.8b (up 39% from FY 2024). Net income: JP¥1.66b (up 12% from FY 2024). Profit margin: 6.5% (down from 8.0% in FY 2024). Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.お知らせ • May 20m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 200,000 shares, representing 0.56% for ¥300 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.56% of its total shares outstanding excluding treasury shares, for a total of ¥300 million. The purpose of repurchase program is to enable a flexible capital policy in response to changes in the business environment, while also enhancing shareholder returns and improving capital efficiency. The repurchase program is valid till May 30, 2025. As of March 31, 2025, the company had 35,663,236 shares outstanding excluding treasury shares and had 833,152 shares in treasury.お知らせ • May 15m-up holdings, Inc., Annual General Meeting, Jun 27, 2025m-up holdings, Inc., Annual General Meeting, Jun 27, 2025.分析記事 • Apr 15We Ran A Stock Scan For Earnings Growth And m-up holdings (TSE:3661) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,835, the stock trades at a trailing P/E ratio of 33.3x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 81% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).分析記事 • Mar 11Why We're Not Concerned About m-up holdings, Inc.'s (TSE:3661) Share PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider m-up...Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,742, the stock trades at a trailing P/E ratio of 31.6x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 104% over the past three years.お知らせ • Mar 01m-up holdings, Inc. to Report Fiscal Year 2025 Results on May 15, 2025m-up holdings, Inc. announced that they will report fiscal year 2025 results on May 15, 2025分析記事 • Feb 20m-up holdings' (TSE:3661) Upcoming Dividend Will Be Larger Than Last Year'sm-up holdings, Inc. ( TSE:3661 ) will increase its dividend from last year's comparable payment on the 30th of June to...Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥22.97 (vs JP¥10.35 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.97 (up from JP¥10.35 in 3Q 2024). Revenue: JP¥6.73b (up 44% from 3Q 2024). Net income: JP¥819.0m (up 120% from 3Q 2024). Profit margin: 12% (up from 8.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.分析記事 • Feb 04m-up holdings (TSE:3661) Is Paying Out A Larger Dividend Than Last Yearm-up holdings, Inc.'s ( TSE:3661 ) dividend will be increasing from last year's payment of the same period to ¥16.50 on...分析記事 • Jan 06m-up holdings' (TSE:3661) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of m-up holdings, Inc. ( TSE:3661 ) has announced that it will be paying its dividend of ¥16.50 on the 30th...分析記事 • Dec 18m-up holdings' (TSE:3661) Upcoming Dividend Will Be Larger Than Last Year'sThe board of m-up holdings, Inc. ( TSE:3661 ) has announced that it will be paying its dividend of ¥16.50 on the 30th...お知らせ • Nov 30m-up holdings, Inc. to Report Q3, 2025 Results on Feb 14, 2025m-up holdings, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Nov 21After Leaping 27% m-up holdings, Inc. (TSE:3661) Shares Are Not Flying Under The RadarThe m-up holdings, Inc. ( TSE:3661 ) share price has done very well over the last month, posting an excellent gain of...Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,618, the stock trades at a trailing P/E ratio of 37.8x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 54% over the past three years.分析記事 • Nov 16m-up holdings' (TSE:3661) Shareholders Will Receive A Bigger Dividend Than Last Yearm-up holdings, Inc.'s ( TSE:3661 ) dividend will be increasing from last year's payment of the same period to ¥16.50 on...Declared Dividend • Nov 16Dividend of JP¥16.50 announcedShareholders will receive a dividend of JP¥16.50. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 37% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 14% to JP¥1,346. The fair value is estimated to be JP¥1,713, 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 23%.お知らせ • Aug 29m-up holdings, Inc. to Report Q2, 2025 Results on Nov 14, 2024m-up holdings, Inc. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥13.27 (vs JP¥11.89 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.27 (up from JP¥11.89 in 1Q 2024). Revenue: JP¥5.84b (up 33% from 1Q 2024). Net income: JP¥476.0m (up 11% from 1Q 2024). Profit margin: 8.2% (down from 9.8% 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 23% per year whereas the company’s share price has increased by 18% per year.お知らせ • Aug 16m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 134,000 shares, representing 0.37% for ¥200 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 134,000 shares, representing 0.37% of its total shares outstanding excluding treasury shares, for a total of ¥200 million. The purpose of repurchase program is to enable a flexible capital policy that responds to changes in the business environment, as well as to increase shareholder returns and improve capital efficiency. The repurchase program is valid till August 30, 2024. As of June 30, 2024, the company had 35,797,257 shares outstanding excluding treasury shares and had 699,131 shares in treasury.分析記事 • Aug 06m-up holdings, Inc.'s (TSE:3661) Stock Retreats 29% But Earnings Haven't Escaped The Attention Of Investorsm-up holdings, Inc. ( TSE:3661 ) shareholders won't be pleased to see that the share price has had a very rough month...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥991, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 33% over the past three years.Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 24% to JP¥1,282. The fair value is estimated to be JP¥1,615, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 24%.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Outside Director Kazuo Oki was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 28m-up holdings, Inc. to Report Q1, 2025 Results on Aug 14, 2024m-up holdings, Inc. announced that they will report Q1, 2025 results on Aug 14, 2024分析記事 • Jun 04m-up holdings, Inc.'s (TSE:3661) P/E Is Still On The Mark Following 27% Share Price Bouncem-up holdings, Inc. ( TSE:3661 ) shares have had a really impressive month, gaining 27% after a shaky period...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,253, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 97% over the past three years.お知らせ • May 21m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 100,000 shares, representing 0.27% for ¥100 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.27% of its total shares outstanding excluding treasury shares, for a total of ¥100 million. The purpose of repurchase program is to enable flexible capital policies that respond to changes in the business environment, as well as to enhance shareholder returns and improve capital efficiency. The repurchase program is valid till May 31, 2024. As of March 31, 2024, the company had 36,496,388 shares outstanding excluding treasury shares and had 537,272 shares in treasury.Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥41.05 (vs JP¥30.23 in FY 2023)Full year 2024 results: EPS: JP¥41.05 (up from JP¥30.23 in FY 2023). Revenue: JP¥18.6b (up 17% from FY 2023). Net income: JP¥1.48b (up 36% from FY 2023). Profit margin: 8.0% (up from 6.9% 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 24% per year whereas the company’s share price has increased by 22% per year.お知らせ • May 17+ 1 more updatem-up holdings, Inc., Annual General Meeting, Jun 27, 2024m-up holdings, Inc., Annual General Meeting, Jun 27, 2024.New Risk • Apr 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).分析記事 • Mar 12m-up holdings' (TSE:3661) Upcoming Dividend Will Be Larger Than Last Year'sm-up holdings, Inc.'s ( TSE:3661 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...お知らせ • Mar 02m-up holdings, Inc. to Report Fiscal Year 2024 Results on May 15, 2024m-up holdings, Inc. announced that they will report fiscal year 2024 results on May 15, 2024分析記事 • Feb 27m-up holdings (TSE:3661) Is Paying Out A Larger Dividend Than Last YearThe board of m-up holdings, Inc. ( TSE:3661 ) has announced that it will be paying its dividend of ¥12.00 on the 1st of...Reported Earnings • Feb 19Third quarter 2024 earnings released: EPS: JP¥10.35 (vs JP¥7.63 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.35 (up from JP¥7.63 in 3Q 2023). Revenue: JP¥4.66b (up 14% from 3Q 2023). Net income: JP¥373.0m (up 35% from 3Q 2023). Profit margin: 8.0% (up from 6.7% 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 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 100,000 shares, representing 0.27% for ¥100 million.m-up holdings, Inc. (TSE:3661) announces an share repurchase program. Under the program the company will repurchase 100,000 shares, representing 0.27% of the outstanding shares for ¥100 million. The purpose of the program is to enable a flexible capital policy that responds to changes in the business environment and to increase shareholder value. The program will run until February 29, 2024. As of December 31, 2023, the company had 36,496,388 shares (excluding treasury stock) outstanding and 439,371 shares in treasury.お知らせ • Dec 03m-up holdings, Inc. to Report Q3, 2024 Results on Feb 14, 2024m-up holdings, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 18Second quarter 2024 earnings released: EPS: JP¥10.11 (vs JP¥8.91 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.11 (up from JP¥8.91 in 2Q 2023). Revenue: JP¥4.47b (up 15% from 2Q 2023). Net income: JP¥365.0m (up 13% from 2Q 2023). Profit margin: 8.2% (down from 8.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 27m-up holdings, Inc. to Report Q2, 2024 Results on Nov 14, 2023m-up holdings, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023お知らせ • Aug 17m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 100,000 shares, representing 0.27% for ¥150 million.m-up holdings, Inc. (TSE:3661) announces an share repurchase program. Under the program the company will repurchase 100,000 shares, representing 0.27% of the outstanding shares for ¥150 million. The purpose of the program is to enable a flexible capital policy that responds to changes in the business environment. The program will run until August 31, 2023. As of March 31, 2023, the company had 36,496,388 shares (excluding treasury stock) outstanding and 339,345 shares in treasury.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥11.89 (vs JP¥8.77 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.89 (up from JP¥8.77 in 1Q 2023). Revenue: JP¥4.39b (up 14% from 1Q 2023). Net income: JP¥430.0m (up 36% from 1Q 2023). Profit margin: 9.8% (up from 8.2% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,362, the stock trades at a trailing P/E ratio of 45.1x. Average trailing P/E is 25x in the Software industry in Japan. Total returns to shareholders of 73% over the past three years.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,147, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 24x in the Software industry in Japan. Total returns to shareholders of 94% over the past three years.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥30.23 (vs JP¥27.01 in FY 2022)Full year 2023 results: EPS: JP¥30.23 (up from JP¥27.01 in FY 2022). Revenue: JP¥15.9b (up 17% from FY 2022). Net income: JP¥1.09b (up 12% from FY 2022). Profit margin: 6.9% (down from 7.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 30% per year.お知らせ • May 16m-up holdings, Inc., Annual General Meeting, Jun 29, 2023m-up holdings, Inc., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥7.63 (vs JP¥9.08 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.63 (down from JP¥9.08 in 3Q 2022). Revenue: JP¥4.10b (up 11% from 3Q 2022). Net income: JP¥276.0m (down 16% from 3Q 2022). Profit margin: 6.7% (down from 8.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% 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 • Feb 15+ 1 more updateM-Up Holdings, Inc. Provides Dividend Guidance for the Year Ending March 31, 2023m-up holdings, Inc. provided dividend guidance of JPY 7.00 per share for the year ending March 31, 2023 as compared to paid dividend of JPY 7.00 per share a year ago.お知らせ • Nov 27m-up holdings, Inc. to Report Q3, 2023 Results on Feb 14, 2023m-up holdings, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥8.91 (vs JP¥8.83 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.91 (up from JP¥8.83 in 2Q 2022). Revenue: JP¥3.90b (up 21% from 2Q 2022). Net income: JP¥322.0m (flat on 2Q 2022). Profit margin: 8.3% (down from 9.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 15+ 1 more updatem-up holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023m-up holdings, Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected net sales to be JPY 15,000 million, Operating profit to be JPY 2,200 million, Profit attributable to owners of parent to be JPY 1,350 million and Basic earnings per share to be JPY 37.34.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,691, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 23x in the Software industry in Japan. Total returns to shareholders of 243% over the past three years.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,722, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 23x in the Software industry in Japan. Total returns to shareholders of 248% over the past three years.お知らせ • Aug 28m-up holdings, Inc. to Report Q2, 2023 Results on Nov 14, 2022m-up holdings, Inc. announced that they will report Q2, 2023 results on Nov 14, 2022Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥8.77 (vs JP¥5.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.77 (up from JP¥5.45 in 1Q 2022). Revenue: JP¥3.86b (up 26% from 1Q 2022). Net income: JP¥317.0m (up 61% from 1Q 2022). Profit margin: 8.2% (up from 6.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 12+ 1 more updatem-up Holdings, Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023m-up holdings, Inc. provided dividend guidance of JPY 7.00 per share for the fiscal year ending March 31, 2023 as compared to dividend of JPY 7.00 per share for the fiscal year ended March 31, 2022.お知らせ • Jun 29m-up holdings, Inc. to Report Q1, 2023 Results on Aug 12, 2022m-up holdings, Inc. announced that they will report Q1, 2023 results on Aug 12, 2022Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥27.01 (vs JP¥17.39 in FY 2021)Full year 2022 results: EPS: JP¥27.01 (up from JP¥17.39 in FY 2021). Revenue: JP¥13.6b (up 10% from FY 2021). Net income: JP¥976.0m (up 54% from FY 2021). Profit margin: 7.2% (up from 5.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • May 14m-up holdings, Inc., Annual General Meeting, Jun 29, 2022m-up holdings, Inc., Annual General Meeting, Jun 29, 2022.お知らせ • Apr 07m-up holdings, Inc. to Report Fiscal Year 2022 Results on May 13, 2022m-up holdings, Inc. announced that they will report fiscal year 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,084, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 58% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥803, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 32% over the past three years.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥889, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 19x in the Software industry in Japan. Total returns to shareholders of 75% over the past three years.Reported Earnings • Feb 18Third quarter 2022 earnings: Revenues in line with analyst expectationsThird quarter 2022 results: Revenue: JP¥3.71b (up 13% from 3Q 2021). Net income: JP¥328.0m (up 60% from 3Q 2021). Profit margin: 8.9% (up from 6.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 24%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥873, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 121% over the past three years.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥4,740, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 94% over the past three years.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥35.32 (vs JP¥17.88 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.24b (up 9.2% from 2Q 2021). Net income: JP¥319.0m (up 96% from 2Q 2021). Profit margin: 9.9% (up from 5.5% 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 111% 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 • Jun 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥3,155, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 30x in the Software industry in Japan. Total returns to shareholders of 87% over the past three years.業績と収益の成長予測TSE:3661 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202737,2003,880N/AN/A13/31/202631,7152,9696,8107,019N/A12/31/202530,2532,549N/AN/AN/A9/30/202528,6232,5293,8444,361N/A6/30/202527,3582,047N/AN/AN/A3/31/202525,7821,6645,0005,482N/A12/31/202424,0381,966N/AN/AN/A9/30/202421,9751,5204,6124,748N/A6/30/202420,0181,527N/AN/AN/A3/31/202418,5741,4812,8122,992N/A12/31/202317,6031,346N/AN/AN/A9/30/202317,0371,2493,7073,877N/A6/30/202316,4681,206N/AN/AN/A3/31/202315,9361,0938171,457N/A12/31/202215,4151,047N/AN/AN/A9/30/202215,0241,099-818281N/A6/30/202214,3581,096N/AN/AN/A3/31/202213,5749762,0122,569N/A12/31/202113,159915N/AN/AN/A9/30/202112,737792319367N/A6/30/202112,465636N/AN/AN/A3/31/202112,3256331,8721,975N/A12/31/202012,137701N/AN/AN/A9/30/202011,6536381,5041,888N/A6/30/202011,451618N/AN/AN/A3/31/202011,061470-278128N/A12/31/201910,497461N/AN/AN/A9/30/201910,203444N/A999N/A6/30/20198,403-2,266N/AN/AN/A3/31/20196,919-2,269N/A1,442N/A12/31/20185,424-2,476N/AN/AN/A9/30/20183,916-2,533N/A278N/A6/30/20183,87485N/AN/AN/A3/31/20183,68396N/A244N/A12/31/20173,780283N/AN/AN/A9/30/20173,865296N/A387N/A6/30/20173,753285N/AN/AN/A3/31/20173,711310N/A352N/A12/31/20163,663181N/AN/AN/A9/30/20163,601146N/A476N/A6/30/20163,683202N/AN/AN/A3/31/20163,736226N/A346N/A12/31/20153,742335N/AN/AN/A9/30/20153,726405N/A367N/A6/30/20153,725375N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3661の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3661の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3661の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3661の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3661の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3661の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/22 10:30終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋m-up holdings, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関null nullDaiwa Securities Co. Ltd.null nullStorm Research Limited
お知らせ • Nov 15+ 1 more updatem-up holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023m-up holdings, Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected net sales to be JPY 15,000 million, Operating profit to be JPY 2,200 million, Profit attributable to owners of parent to be JPY 1,350 million and Basic earnings per share to be JPY 37.34.
Reported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥41.84 (up from JP¥23.28 in FY 2025). Revenue: JP¥31.7b (up 23% from FY 2025). Net income: JP¥2.97b (up 78% from FY 2025). Profit margin: 9.4% (up from 6.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15m-up holdings, Inc., Annual General Meeting, Jun 29, 2026m-up holdings, Inc., Annual General Meeting, Jun 29, 2026.
お知らせ • May 09m-up holdings, Inc. to Report Fiscal Year 2026 Results on May 15, 2026m-up holdings, Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
お知らせ • Feb 20m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 1,450,000 shares, representing 2.04% for ¥1,000 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 1,450,000 shares, representing 2.04% of its total shares outstanding excluding treasury shares, for a total of ¥1,000 million. The purpose of repurchase program is to enable a flexible capital policy in response to changes in the business environment, while also enhancing shareholder returns and improving capital efficiency. The repurchase program is valid till July 31, 2026. As of January 1, 2026, the company had 70,935,672 shares outstanding and had 2,057,104 shares in treasury.
Reported Earnings • Feb 16Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: JP¥8.36b (up 24% from 3Q 2025). Net income: JP¥839.0m (up 2.4% from 3Q 2025). Profit margin: 10.0% (down from 12% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Software industry in Japan.
分析記事 • Dec 28m-up holdings (TSE:3661) Is Paying Out A Larger Dividend Than Last Yearm-up holdings, Inc. ( TSE:3661 ) will increase its dividend from last year's comparable payment on the 15th of June to...
Buy Or Sell Opportunity • Dec 26Now 22% overvaluedOver the last 90 days, the stock has fallen 8.1% to JP¥1,890. The fair value is estimated to be JP¥1,549, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 22% in a year. Earnings are forecast to grow by 43% in the next year.
お知らせ • Nov 29m-up holdings, Inc. to Report Q3, 2026 Results on Feb 13, 2026m-up holdings, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Nov 19m-up holdings (TSE:3661) Is Increasing Its Dividend To ¥25.00m-up holdings, Inc. ( TSE:3661 ) will increase its dividend from last year's comparable payment on the 15th of June to...
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥23.67 (vs JP¥10.02 in 2Q 2025)Second quarter 2026 results: EPS: JP¥23.67 (up from JP¥10.02 in 2Q 2025). Revenue: JP¥7.69b (up 20% from 2Q 2025). Net income: JP¥840.0m (up 135% from 2Q 2025). Profit margin: 11% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Nov 17Dividend of JP¥12.50 announcedShareholders will receive a dividend of JP¥12.50. Ex-date: 30th March 2026 Payment date: 15th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next year, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,091, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in Japan. Total returns to shareholders of 36% over the past three years.
分析記事 • Oct 16Market Participants Recognise m-up holdings, Inc.'s (TSE:3661) EarningsWith a price-to-earnings (or "P/E") ratio of 30.6x m-up holdings, Inc. ( TSE:3661 ) may be sending very bearish signals...
お知らせ • Sep 01m-up holdings, Inc. to Report Q2, 2026 Results on Nov 14, 2025m-up holdings, Inc. announced that they will report Q2, 2026 results on Nov 14, 2025
お知らせ • Aug 19m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 150,000 shares, representing 0.42% for ¥300 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 0.42% of its total shares outstanding excluding treasury shares, for a total of ¥300 million. The purpose of repurchase program is to enable a flexible capital policy in response to changes in the business environment, while also enhancing shareholder returns and improving capital efficiency. The repurchase program is valid till August 29, 2025. As of June 30, 2025, the company had 35,507,936 shares outstanding excluding treasury shares and had 988,452 shares in treasury.
Buy Or Sell Opportunity • Aug 19Now 20% undervaluedOver the last 90 days, the stock has risen 21% to JP¥2,313. The fair value is estimated to be JP¥2,905, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 23%.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥24.14 (vs JP¥13.27 in 1Q 2025)First quarter 2026 results: EPS: JP¥24.14 (up from JP¥13.27 in 1Q 2025). Revenue: JP¥7.41b (up 27% from 1Q 2025). Net income: JP¥859.0m (up 81% from 1Q 2025). Profit margin: 12% (up from 8.2% 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 23% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.
お知らせ • May 31m-up holdings, Inc. to Report Q1, 2026 Results on Aug 14, 2025m-up holdings, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,977, the stock trades at a trailing P/E ratio of 42.4x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 72% over the past three years.
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥46.57 (vs JP¥41.05 in FY 2024)Full year 2025 results: EPS: JP¥46.57 (up from JP¥41.05 in FY 2024). Revenue: JP¥25.8b (up 39% from FY 2024). Net income: JP¥1.66b (up 12% from FY 2024). Profit margin: 6.5% (down from 8.0% in FY 2024). Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.
お知らせ • May 20m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 200,000 shares, representing 0.56% for ¥300 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.56% of its total shares outstanding excluding treasury shares, for a total of ¥300 million. The purpose of repurchase program is to enable a flexible capital policy in response to changes in the business environment, while also enhancing shareholder returns and improving capital efficiency. The repurchase program is valid till May 30, 2025. As of March 31, 2025, the company had 35,663,236 shares outstanding excluding treasury shares and had 833,152 shares in treasury.
お知らせ • May 15m-up holdings, Inc., Annual General Meeting, Jun 27, 2025m-up holdings, Inc., Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 15We Ran A Stock Scan For Earnings Growth And m-up holdings (TSE:3661) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,835, the stock trades at a trailing P/E ratio of 33.3x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 81% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
分析記事 • Mar 11Why We're Not Concerned About m-up holdings, Inc.'s (TSE:3661) Share PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider m-up...
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,742, the stock trades at a trailing P/E ratio of 31.6x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 104% over the past three years.
お知らせ • Mar 01m-up holdings, Inc. to Report Fiscal Year 2025 Results on May 15, 2025m-up holdings, Inc. announced that they will report fiscal year 2025 results on May 15, 2025
分析記事 • Feb 20m-up holdings' (TSE:3661) Upcoming Dividend Will Be Larger Than Last Year'sm-up holdings, Inc. ( TSE:3661 ) will increase its dividend from last year's comparable payment on the 30th of June to...
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥22.97 (vs JP¥10.35 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.97 (up from JP¥10.35 in 3Q 2024). Revenue: JP¥6.73b (up 44% from 3Q 2024). Net income: JP¥819.0m (up 120% from 3Q 2024). Profit margin: 12% (up from 8.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.
分析記事 • Feb 04m-up holdings (TSE:3661) Is Paying Out A Larger Dividend Than Last Yearm-up holdings, Inc.'s ( TSE:3661 ) dividend will be increasing from last year's payment of the same period to ¥16.50 on...
分析記事 • Jan 06m-up holdings' (TSE:3661) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of m-up holdings, Inc. ( TSE:3661 ) has announced that it will be paying its dividend of ¥16.50 on the 30th...
分析記事 • Dec 18m-up holdings' (TSE:3661) Upcoming Dividend Will Be Larger Than Last Year'sThe board of m-up holdings, Inc. ( TSE:3661 ) has announced that it will be paying its dividend of ¥16.50 on the 30th...
お知らせ • Nov 30m-up holdings, Inc. to Report Q3, 2025 Results on Feb 14, 2025m-up holdings, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Nov 21After Leaping 27% m-up holdings, Inc. (TSE:3661) Shares Are Not Flying Under The RadarThe m-up holdings, Inc. ( TSE:3661 ) share price has done very well over the last month, posting an excellent gain of...
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,618, the stock trades at a trailing P/E ratio of 37.8x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 54% over the past three years.
分析記事 • Nov 16m-up holdings' (TSE:3661) Shareholders Will Receive A Bigger Dividend Than Last Yearm-up holdings, Inc.'s ( TSE:3661 ) dividend will be increasing from last year's payment of the same period to ¥16.50 on...
Declared Dividend • Nov 16Dividend of JP¥16.50 announcedShareholders will receive a dividend of JP¥16.50. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 37% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 14% to JP¥1,346. The fair value is estimated to be JP¥1,713, 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 23%.
お知らせ • Aug 29m-up holdings, Inc. to Report Q2, 2025 Results on Nov 14, 2024m-up holdings, Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥13.27 (vs JP¥11.89 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.27 (up from JP¥11.89 in 1Q 2024). Revenue: JP¥5.84b (up 33% from 1Q 2024). Net income: JP¥476.0m (up 11% from 1Q 2024). Profit margin: 8.2% (down from 9.8% 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 23% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Aug 16m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 134,000 shares, representing 0.37% for ¥200 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 134,000 shares, representing 0.37% of its total shares outstanding excluding treasury shares, for a total of ¥200 million. The purpose of repurchase program is to enable a flexible capital policy that responds to changes in the business environment, as well as to increase shareholder returns and improve capital efficiency. The repurchase program is valid till August 30, 2024. As of June 30, 2024, the company had 35,797,257 shares outstanding excluding treasury shares and had 699,131 shares in treasury.
分析記事 • Aug 06m-up holdings, Inc.'s (TSE:3661) Stock Retreats 29% But Earnings Haven't Escaped The Attention Of Investorsm-up holdings, Inc. ( TSE:3661 ) shareholders won't be pleased to see that the share price has had a very rough month...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥991, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 33% over the past three years.
Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 24% to JP¥1,282. The fair value is estimated to be JP¥1,615, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 24%.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Outside Director Kazuo Oki was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 28m-up holdings, Inc. to Report Q1, 2025 Results on Aug 14, 2024m-up holdings, Inc. announced that they will report Q1, 2025 results on Aug 14, 2024
分析記事 • Jun 04m-up holdings, Inc.'s (TSE:3661) P/E Is Still On The Mark Following 27% Share Price Bouncem-up holdings, Inc. ( TSE:3661 ) shares have had a really impressive month, gaining 27% after a shaky period...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,253, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 97% over the past three years.
お知らせ • May 21m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 100,000 shares, representing 0.27% for ¥100 million.m-up holdings, Inc. (TSE:3661) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.27% of its total shares outstanding excluding treasury shares, for a total of ¥100 million. The purpose of repurchase program is to enable flexible capital policies that respond to changes in the business environment, as well as to enhance shareholder returns and improve capital efficiency. The repurchase program is valid till May 31, 2024. As of March 31, 2024, the company had 36,496,388 shares outstanding excluding treasury shares and had 537,272 shares in treasury.
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥41.05 (vs JP¥30.23 in FY 2023)Full year 2024 results: EPS: JP¥41.05 (up from JP¥30.23 in FY 2023). Revenue: JP¥18.6b (up 17% from FY 2023). Net income: JP¥1.48b (up 36% from FY 2023). Profit margin: 8.0% (up from 6.9% 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 24% per year whereas the company’s share price has increased by 22% per year.
お知らせ • May 17+ 1 more updatem-up holdings, Inc., Annual General Meeting, Jun 27, 2024m-up holdings, Inc., Annual General Meeting, Jun 27, 2024.
New Risk • Apr 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).
分析記事 • Mar 12m-up holdings' (TSE:3661) Upcoming Dividend Will Be Larger Than Last Year'sm-up holdings, Inc.'s ( TSE:3661 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...
お知らせ • Mar 02m-up holdings, Inc. to Report Fiscal Year 2024 Results on May 15, 2024m-up holdings, Inc. announced that they will report fiscal year 2024 results on May 15, 2024
分析記事 • Feb 27m-up holdings (TSE:3661) Is Paying Out A Larger Dividend Than Last YearThe board of m-up holdings, Inc. ( TSE:3661 ) has announced that it will be paying its dividend of ¥12.00 on the 1st of...
Reported Earnings • Feb 19Third quarter 2024 earnings released: EPS: JP¥10.35 (vs JP¥7.63 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.35 (up from JP¥7.63 in 3Q 2023). Revenue: JP¥4.66b (up 14% from 3Q 2023). Net income: JP¥373.0m (up 35% from 3Q 2023). Profit margin: 8.0% (up from 6.7% 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 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 100,000 shares, representing 0.27% for ¥100 million.m-up holdings, Inc. (TSE:3661) announces an share repurchase program. Under the program the company will repurchase 100,000 shares, representing 0.27% of the outstanding shares for ¥100 million. The purpose of the program is to enable a flexible capital policy that responds to changes in the business environment and to increase shareholder value. The program will run until February 29, 2024. As of December 31, 2023, the company had 36,496,388 shares (excluding treasury stock) outstanding and 439,371 shares in treasury.
お知らせ • Dec 03m-up holdings, Inc. to Report Q3, 2024 Results on Feb 14, 2024m-up holdings, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 18Second quarter 2024 earnings released: EPS: JP¥10.11 (vs JP¥8.91 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.11 (up from JP¥8.91 in 2Q 2023). Revenue: JP¥4.47b (up 15% from 2Q 2023). Net income: JP¥365.0m (up 13% from 2Q 2023). Profit margin: 8.2% (down from 8.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 27m-up holdings, Inc. to Report Q2, 2024 Results on Nov 14, 2023m-up holdings, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
お知らせ • Aug 17m-up holdings, Inc. (TSE:3661) announces an Equity Buyback for 100,000 shares, representing 0.27% for ¥150 million.m-up holdings, Inc. (TSE:3661) announces an share repurchase program. Under the program the company will repurchase 100,000 shares, representing 0.27% of the outstanding shares for ¥150 million. The purpose of the program is to enable a flexible capital policy that responds to changes in the business environment. The program will run until August 31, 2023. As of March 31, 2023, the company had 36,496,388 shares (excluding treasury stock) outstanding and 339,345 shares in treasury.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥11.89 (vs JP¥8.77 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.89 (up from JP¥8.77 in 1Q 2023). Revenue: JP¥4.39b (up 14% from 1Q 2023). Net income: JP¥430.0m (up 36% from 1Q 2023). Profit margin: 9.8% (up from 8.2% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,362, the stock trades at a trailing P/E ratio of 45.1x. Average trailing P/E is 25x in the Software industry in Japan. Total returns to shareholders of 73% over the past three years.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,147, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 24x in the Software industry in Japan. Total returns to shareholders of 94% over the past three years.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥30.23 (vs JP¥27.01 in FY 2022)Full year 2023 results: EPS: JP¥30.23 (up from JP¥27.01 in FY 2022). Revenue: JP¥15.9b (up 17% from FY 2022). Net income: JP¥1.09b (up 12% from FY 2022). Profit margin: 6.9% (down from 7.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 30% per year.
お知らせ • May 16m-up holdings, Inc., Annual General Meeting, Jun 29, 2023m-up holdings, Inc., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥7.63 (vs JP¥9.08 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.63 (down from JP¥9.08 in 3Q 2022). Revenue: JP¥4.10b (up 11% from 3Q 2022). Net income: JP¥276.0m (down 16% from 3Q 2022). Profit margin: 6.7% (down from 8.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% 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 • Feb 15+ 1 more updateM-Up Holdings, Inc. Provides Dividend Guidance for the Year Ending March 31, 2023m-up holdings, Inc. provided dividend guidance of JPY 7.00 per share for the year ending March 31, 2023 as compared to paid dividend of JPY 7.00 per share a year ago.
お知らせ • Nov 27m-up holdings, Inc. to Report Q3, 2023 Results on Feb 14, 2023m-up holdings, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥8.91 (vs JP¥8.83 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.91 (up from JP¥8.83 in 2Q 2022). Revenue: JP¥3.90b (up 21% from 2Q 2022). Net income: JP¥322.0m (flat on 2Q 2022). Profit margin: 8.3% (down from 9.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 15+ 1 more updatem-up holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023m-up holdings, Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected net sales to be JPY 15,000 million, Operating profit to be JPY 2,200 million, Profit attributable to owners of parent to be JPY 1,350 million and Basic earnings per share to be JPY 37.34.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,691, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 23x in the Software industry in Japan. Total returns to shareholders of 243% over the past three years.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,722, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 23x in the Software industry in Japan. Total returns to shareholders of 248% over the past three years.
お知らせ • Aug 28m-up holdings, Inc. to Report Q2, 2023 Results on Nov 14, 2022m-up holdings, Inc. announced that they will report Q2, 2023 results on Nov 14, 2022
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥8.77 (vs JP¥5.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.77 (up from JP¥5.45 in 1Q 2022). Revenue: JP¥3.86b (up 26% from 1Q 2022). Net income: JP¥317.0m (up 61% from 1Q 2022). Profit margin: 8.2% (up from 6.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 12+ 1 more updatem-up Holdings, Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023m-up holdings, Inc. provided dividend guidance of JPY 7.00 per share for the fiscal year ending March 31, 2023 as compared to dividend of JPY 7.00 per share for the fiscal year ended March 31, 2022.
お知らせ • Jun 29m-up holdings, Inc. to Report Q1, 2023 Results on Aug 12, 2022m-up holdings, Inc. announced that they will report Q1, 2023 results on Aug 12, 2022
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥27.01 (vs JP¥17.39 in FY 2021)Full year 2022 results: EPS: JP¥27.01 (up from JP¥17.39 in FY 2021). Revenue: JP¥13.6b (up 10% from FY 2021). Net income: JP¥976.0m (up 54% from FY 2021). Profit margin: 7.2% (up from 5.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14m-up holdings, Inc., Annual General Meeting, Jun 29, 2022m-up holdings, Inc., Annual General Meeting, Jun 29, 2022.
お知らせ • Apr 07m-up holdings, Inc. to Report Fiscal Year 2022 Results on May 13, 2022m-up holdings, Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,084, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 58% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥803, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 32% over the past three years.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥889, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 19x in the Software industry in Japan. Total returns to shareholders of 75% over the past three years.
Reported Earnings • Feb 18Third quarter 2022 earnings: Revenues in line with analyst expectationsThird quarter 2022 results: Revenue: JP¥3.71b (up 13% from 3Q 2021). Net income: JP¥328.0m (up 60% from 3Q 2021). Profit margin: 8.9% (up from 6.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 24%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥873, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 121% over the past three years.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥4,740, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 94% over the past three years.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥35.32 (vs JP¥17.88 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.24b (up 9.2% from 2Q 2021). Net income: JP¥319.0m (up 96% from 2Q 2021). Profit margin: 9.9% (up from 5.5% 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 111% 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 • Jun 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥3,155, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 30x in the Software industry in Japan. Total returns to shareholders of 87% over the past three years.