View Financial HealthSystems Engineering ConsultantsLTD 配当と自社株買い配当金 基準チェック /26Systems Engineering ConsultantsLTDは配当を支払う会社で、現在の利回りは1.86%です。次の支払い日は 26th June, 2026で、権利落ち日は30th March, 2026 。主要情報1.9%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り2.0%配当成長n/a次回配当支払日26 Jun 26配当落ち日30 Mar 26一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新Upcoming Dividend • Mar 23Upcoming dividend of JP¥56.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).Declared Dividend • Nov 14Dividend of JP¥56.00 announcedShareholders will receive a dividend of JP¥56.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • May 13Systems Engineering Consultants Co.,LTD. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2026Systems Engineering Consultants Co.,LTD. provided dividend guidance for the Fiscal year ending March 31, 2026. For the year, the company expects dividend of JPY 111.00 per share against JPY 105.00 per share a year ago.Upcoming Dividend • Mar 21Upcoming dividend of JP¥102 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Upcoming Dividend • Mar 21Inaugural dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. This is the first dividend for Systems Engineering ConsultantsLTD since going public. The average dividend yield among industry peers is 1.3%.Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.7%.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,440, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Software industry in Japan. Total returns to shareholders of 120% over the past three years.Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥148 (vs JP¥132 in FY 2025)Full year 2026 results: EPS: JP¥148 (up from JP¥132 in FY 2025). Revenue: JP¥11.2b (up 9.0% from FY 2025). Net income: JP¥1.51b (up 12% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 25, 2026Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 25, 2026.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥3,480, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Software industry in Japan. Total returns to shareholders of 138% over the past three years.お知らせ • May 09Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2026 Results on May 12, 2026Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥56.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥20.13 (vs JP¥34.90 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.13. Revenue: JP¥2.75b (up 5.9% from 3Q 2025). Net income: JP¥411.0m (up 15% from 3Q 2025). Profit margin: 15% (up from 14% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan.分析記事 • Jan 19Systems Engineering Consultants Co.,LTD.'s (TSE:3741) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 26.9x Systems Engineering Consultants Co.,LTD. ( TSE:3741 ) may be sending...分析記事 • Dec 25Do Systems Engineering ConsultantsLTD's (TSE:3741) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Dec 20Systems Engineering Consultants Co.,LTD. to Report Q3, 2026 Results on Feb 09, 2026Systems Engineering Consultants Co.,LTD. announced that they will report Q3, 2026 results on Feb 09, 2026Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥110,119 (vs JP¥29.71 in 2Q 2025)Second quarter 2026 results: EPS: JP¥110,119 (up from JP¥29.71 in 2Q 2025). Revenue: JP¥3.02b (up 30% from 2Q 2025). Net income: JP¥400.8m (up 32% from 2Q 2025). Profit margin: 13% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Nov 14Dividend of JP¥56.00 announcedShareholders will receive a dividend of JP¥56.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Sep 19Systems Engineering Consultants Co.,LTD. to Report Q2, 2026 Results on Nov 12, 2025Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: JP¥43.53 (vs JP¥51.60 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.53 (down from JP¥51.60 in 1Q 2025). Revenue: JP¥2.30b (up 5.6% from 1Q 2025). Net income: JP¥222.0m (down 16% from 1Q 2025). Profit margin: 9.7% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 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 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 13Now 23% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥4,775. The fair value is estimated to be JP¥6,226, 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 19%.Buy Or Sell Opportunity • Jul 18Now 22% undervaluedOver the last 90 days, the stock has risen 13% to JP¥4,940. The fair value is estimated to be JP¥6,333, 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 18%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Buy Or Sell Opportunity • Jul 01Now 20% undervaluedOver the last 90 days, the stock has risen 15% to JP¥5,120. The fair value is estimated to be JP¥6,401, 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 18%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Jun 19Systems Engineering Consultants Co.,LTD. to Report Q1, 2026 Results on Aug 12, 2025Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2026 results on Aug 12, 2025New Risk • Jun 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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).分析記事 • May 19Systems Engineering ConsultantsLTD's (TSE:3741) Profits Appear To Have Quality IssuesSystems Engineering Consultants Co.,LTD.'s ( TSE:3741 ) healthy profit numbers didn't contain any surprises for...Reported Earnings • May 14Full year 2025 earnings released: EPS: JP¥264 (vs JP¥217 in FY 2024)Full year 2025 results: EPS: JP¥264 (up from JP¥217 in FY 2024). Revenue: JP¥10.3b (up 21% from FY 2024). Net income: JP¥1.34b (up 22% from FY 2024). Profit margin: 13% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Systems Engineering Consultants Co.,LTD. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2026Systems Engineering Consultants Co.,LTD. provided dividend guidance for the Fiscal year ending March 31, 2026. For the year, the company expects dividend of JPY 111.00 per share against JPY 105.00 per share a year ago.お知らせ • May 12+ 3 more updatesSystems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2025Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2025.Buy Or Sell Opportunity • Apr 30Now 20% overvaluedOver the last 90 days, the stock has fallen 9.0% to JP¥4,425. The fair value is estimated to be JP¥3,685, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 18%.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,675, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 77% over the past three years.分析記事 • Apr 04Here's Why We Think Systems Engineering ConsultantsLTD (TSE:3741) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Mar 21Upcoming dividend of JP¥102 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Mar 19Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2025 Results on May 12, 2025Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2025 results on May 12, 2025Buy Or Sell Opportunity • Mar 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥4,735. The fair value is estimated to be JP¥3,920, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 18%.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥69.80 (vs JP¥60.23 in 3Q 2024)Third quarter 2025 results: EPS: JP¥69.80 (up from JP¥60.23 in 3Q 2024). Revenue: JP¥2.60b (up 20% from 3Q 2024). Net income: JP¥356.0m (up 16% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jan 14Now 21% undervaluedOver the last 90 days, the stock has risen 9.9% to JP¥4,605. The fair value is estimated to be JP¥5,806, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%.分析記事 • Jan 06Systems Engineering Consultants Co.,LTD. (TSE:3741) Looks Just Right With A 28% Price JumpSystems Engineering Consultants Co.,LTD. ( TSE:3741 ) shareholders would be excited to see that the share price has had...New Risk • Jan 06New 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 5.1% 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.お知らせ • Jan 03Systems Engineering Consultants Co.,LTD. to Report Q3, 2025 Results on Feb 10, 2025Systems Engineering Consultants Co.,LTD. announced that they will report Q3, 2025 results on Feb 10, 2025分析記事 • Dec 18Should You Be Adding Systems Engineering ConsultantsLTD (TSE:3741) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥59.42 (vs JP¥53.57 in 2Q 2024)Second quarter 2025 results: EPS: JP¥59.42 (up from JP¥53.57 in 2Q 2024). Revenue: JP¥2.32b (up 11% from 2Q 2024). Net income: JP¥303.0m (up 11% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.お知らせ • Sep 20Systems Engineering Consultants Co.,LTD. to Report Q2, 2025 Results on Nov 11, 2024Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2025 results on Nov 11, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥51.60 (vs JP¥37.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥51.60 (up from JP¥37.31 in 1Q 2024). Revenue: JP¥2.18b (up 19% from 1Q 2024). Net income: JP¥263.0m (up 38% from 1Q 2024). Profit margin: 12% (up from 10% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.分析記事 • Aug 05Not Many Are Piling Into Systems Engineering Consultants Co.,LTD. (TSE:3741) Stock Yet As It Plummets 27%The Systems Engineering Consultants Co.,LTD. ( TSE:3741 ) share price has fared very poorly over the last month...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥3,275, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 39% over the past three years.分析記事 • Aug 02Systems Engineering ConsultantsLTD (TSE:3741) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...お知らせ • Jun 20Systems Engineering Consultants Co.,LTD. to Report Q1, 2025 Final Results on Aug 08, 2024Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2025 final results on Aug 08, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥217 (vs JP¥172 in FY 2023)Full year 2024 results: EPS: JP¥217 (up from JP¥172 in FY 2023). Revenue: JP¥8.53b (up 14% from FY 2023). Net income: JP¥1.11b (up 26% from FY 2023). Profit margin: 13% (up from 12% 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 whereas the company’s share price has increased by 20% per year.お知らせ • May 15Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2024Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Inaugural dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. This is the first dividend for Systems Engineering ConsultantsLTD since going public. The average dividend yield among industry peers is 1.3%.お知らせ • Mar 20Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2024 Results on May 13, 2024Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2024 results on May 13, 2024New Risk • Feb 19New 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 8.0% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,490, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 108% over the past three years.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥60.23 (vs JP¥53.01 in 3Q 2023)Third quarter 2024 results: EPS: JP¥60.23 (up from JP¥53.01 in 3Q 2023). Revenue: JP¥2.17b (up 11% from 3Q 2023). Net income: JP¥307.0m (up 14% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥5,180, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 101% over the past three years.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥53.57 (vs JP¥42.03 in 2Q 2023)Second quarter 2024 results: EPS: JP¥53.57 (up from JP¥42.03 in 2Q 2023). Revenue: JP¥2.09b (up 19% from 2Q 2023). Net income: JP¥273.0m (up 28% from 2Q 2023). Profit margin: 13% (up from 12% 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 13% per year whereas the company’s share price has increased by 9% per year.お知らせ • Sep 22Systems Engineering Consultants Co.,LTD. to Report Q2, 2024 Results on Nov 09, 2023Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥37.31 (vs JP¥23.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥37.31 (up from JP¥23.91 in 1Q 2023). Revenue: JP¥1.83b (up 14% from 1Q 2023). Net income: JP¥190.0m (up 56% from 1Q 2023). Profit margin: 10% (up from 7.6% 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 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 22Systems Engineering Consultants Co.,LTD. to Report Q1, 2024 Results on Aug 10, 2023Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥172 (vs JP¥153 in FY 2022)Full year 2023 results: EPS: JP¥172 (up from JP¥153 in FY 2022). Revenue: JP¥7.49b (up 14% from FY 2022). Net income: JP¥878.0m (up 13% from FY 2022). Profit margin: 12% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 12Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2023Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.7%.Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥53.01 (vs JP¥47.10 in 3Q 2022)Third quarter 2023 results: EPS: JP¥53.01 (up from JP¥47.10 in 3Q 2022). Revenue: JP¥1.95b (up 10% from 3Q 2022). Net income: JP¥270.0m (up 12% from 3Q 2022). Profit margin: 14% (in line with 3Q 2022). 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 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 10Systems Engineering Consultants Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Systems Engineering Consultants Co.,LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year, the company expected net sales of JPY 7,300 million, operating profit of JPY 1,180 million, profit of JPY 860 million and basic earnings per share of JPY 168.77.お知らせ • Dec 22Systems Engineering Consultants Co.,LTD. to Report Q3, 2023 Results on Feb 09, 2023Systems Engineering Consultants Co.,LTD. announced that they will report Q3, 2023 results on Feb 09, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥42.03 (vs JP¥34.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥42.03 (up from JP¥34.99 in 2Q 2022). Revenue: JP¥1.76b (up 14% from 2Q 2022). Net income: JP¥214.0m (up 20% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). 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 12% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Motohiko Matsumoto was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 12+ 1 more updateSystems Engineering Consultants Co.,Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2023Systems Engineering Consultants Co.,LTD. provided dividend guidance for the full year ending March 31, 2023. For the full year, the company expects dividend of JPY 62 per share compared to JPY 61 per share paid a year ago.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥42.03 (vs JP¥34.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥42.03 (up from JP¥34.99 in 2Q 2022). Revenue: JP¥1.76b (up 14% from 2Q 2022). Net income: JP¥214.0m (up 20% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). 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 13% per year, which means it is significantly lagging earnings.Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥2,753, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 6.7%.お知らせ • Sep 23Systems Engineering Consultants Co.,LTD. to Report Q2, 2023 Results on Nov 10, 2022Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 10First quarter 2023 earnings released: EPS: JP¥23.91 (vs JP¥17.22 in 1Q 2022)First quarter 2023 results: EPS: JP¥23.91 (up from JP¥17.22 in 1Q 2022). Revenue: JP¥1.61b (up 18% from 1Q 2022). Net income: JP¥122.0m (up 39% from 1Q 2022). Profit margin: 7.6% (up from 6.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Aug 09+ 1 more updateSystems Engineering Consultants Co.,Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2023Systems Engineering Consultants Co.,LTD. provided dividend guidance for the full year ending March 31, 2023. For the full year, the company expects dividend of JPY 62 per share compared to JPY 61 per share paid a year ago.お知らせ • Jun 23Systems Engineering Consultants Co.,LTD. to Report Q1, 2023 Results on Aug 08, 2022Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2023 results on Aug 08, 2022Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥153 (vs JP¥142 in FY 2021)Full year 2022 results: EPS: JP¥153 (up from JP¥142 in FY 2021). Revenue: JP¥6.56b (flat on FY 2021). Net income: JP¥780.0m (up 7.3% from FY 2021). Profit margin: 12% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • May 13+ 3 more updatesSystems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2022Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. No independent directors (3 non-independent directors). Member of Audit and Supervisory Committee Shunji Sakai was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2022 Results on May 12, 2022Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Inaugural dividend of JP¥59.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is not currently making a profit but it is cash flow positive. The company last paid an ordinary dividend in May 2011. The average dividend yield among industry peers is 1.8%.Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥47.10 (down from JP¥47.16 in 3Q 2021). Revenue: JP¥1.77b (up 2.0% from 3Q 2021). Net income: JP¥241.0m (flat on 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Feb 11+ 1 more updateSystems Engineering Consultants Co.,Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2022Systems Engineering Consultants Co.,Ltd. provided earnings guidance for the full year ending March 31, 2022. For the year, the company expects net sales of ¥6,700 million, operating profit of ¥1,050 million, profit of ¥750 million and basic earnings per share of ¥146.65.Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS JP¥34.99 (vs JP¥39.73 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥1.54b (down 4.8% from 2Q 2021). Net income: JP¥179.0m (down 12% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). 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 18% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥17.22 (vs JP¥16.43 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.36b (up 1.4% from 1Q 2021). Net income: JP¥88.0m (up 4.8% from 1Q 2021). Profit margin: 6.5% (up from 6.3% in 1Q 2021). The increase in margin was driven by higher 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 12% per year, which means it is significantly lagging earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥142 (vs JP¥134 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¥6.53b (up 2.9% from FY 2020). Net income: JP¥727.0m (up 5.8% from FY 2020). Profit margin: 11% (in line with FY 2020). 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 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Inaugural dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.お知らせ • Mar 20Systems Engineering Consultants Co., LTD. to Report Fiscal Year 2021 Results on May 13, 2021Systems Engineering Consultants Co., LTD. announced that they will report fiscal year 2021 results on May 13, 2021Is New 90 Day High Low • Feb 26New 90-day low: JP¥2,738The company is down 11% from its price of JP¥3,070 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period.Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥47.16 (vs JP¥41.41 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.74b (up 4.3% from 3Q 2020). Net income: JP¥241.0m (up 14% from 3Q 2020). Profit margin: 14% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Dec 23Systems Engineering Consultants Co., LTD. to Report Q3, 2021 Results on Feb 08, 2021Systems Engineering Consultants Co., LTD. announced that they will report Q3, 2021 results on Feb 08, 2021Is New 90 Day High Low • Dec 22New 90-day low: JP¥2,869The company is down 10.0% from its price of JP¥3,185 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.Price Target Changed • Dec 01Price target lowered to JP¥4,450Down from JP¥5,150, the current price target is provided by 1 analyst. The new target price is 46% above the current share price of JP¥3,050. As of last close, the stock is down 21% over the past year.お知らせ • Sep 19Systems Engineering Consultants Co., LTD. to Report Q2, 2021 Results on Nov 09, 2020Systems Engineering Consultants Co., LTD. announced that they will report Q2, 2021 results on Nov 09, 2020お知らせ • Jun 17Systems Engineering Consultants Co., LTD. to Report Q1, 2021 Results on Aug 11, 2020Systems Engineering Consultants Co., LTD. announced that they will report Q1, 2021 results on Aug 11, 2020決済の安定と成長配当データの取得安定した配当: 3741は配当の支払いを開始したばかりなので、配当金の支払いが安定しているかどうかを判断するのは時期尚早です。増加する配当: 3741は配当の支払いを開始したばかりなので、配当金が増加するかどうかを判断するのは時期尚早です。 配当利回り対市場Systems Engineering ConsultantsLTD 配当利回り対市場3741 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3741)1.9%市場下位25% (JP)1.8%市場トップ25% (JP)3.9%業界平均 (Software)2.2%アナリスト予想 (3741) (最長3年)2.0%注目すべき配当: 3741の配当金 ( 1.86% ) はJP市場の配当金支払者の下位 25% ( 1.82% ) よりも高くなっています。高配当: 3741の配当金 ( 1.86% ) はJP市場の配当金支払者の上位 25% ( 3.9% ) と比較すると低いです。株主への利益配当収益カバレッジ: 3741の 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 3741の 現金配当性向 ( 38.6% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management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2026/06/11 01:24終値2026/06/11 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Systems Engineering Consultants Co.,LTD. 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。1 アナリスト機関Teruo IsozakiIchiyoshi Research Institute Inc.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥56.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
Declared Dividend • Nov 14Dividend of JP¥56.00 announcedShareholders will receive a dividend of JP¥56.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • May 13Systems Engineering Consultants Co.,LTD. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2026Systems Engineering Consultants Co.,LTD. provided dividend guidance for the Fiscal year ending March 31, 2026. For the year, the company expects dividend of JPY 111.00 per share against JPY 105.00 per share a year ago.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥102 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Upcoming Dividend • Mar 21Inaugural dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. This is the first dividend for Systems Engineering ConsultantsLTD since going public. The average dividend yield among industry peers is 1.3%.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.7%.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,440, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Software industry in Japan. Total returns to shareholders of 120% over the past three years.
Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥148 (vs JP¥132 in FY 2025)Full year 2026 results: EPS: JP¥148 (up from JP¥132 in FY 2025). Revenue: JP¥11.2b (up 9.0% from FY 2025). Net income: JP¥1.51b (up 12% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 25, 2026Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 25, 2026.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥3,480, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Software industry in Japan. Total returns to shareholders of 138% over the past three years.
お知らせ • May 09Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2026 Results on May 12, 2026Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥56.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥20.13 (vs JP¥34.90 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.13. Revenue: JP¥2.75b (up 5.9% from 3Q 2025). Net income: JP¥411.0m (up 15% from 3Q 2025). Profit margin: 15% (up from 14% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan.
分析記事 • Jan 19Systems Engineering Consultants Co.,LTD.'s (TSE:3741) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 26.9x Systems Engineering Consultants Co.,LTD. ( TSE:3741 ) may be sending...
分析記事 • Dec 25Do Systems Engineering ConsultantsLTD's (TSE:3741) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Dec 20Systems Engineering Consultants Co.,LTD. to Report Q3, 2026 Results on Feb 09, 2026Systems Engineering Consultants Co.,LTD. announced that they will report Q3, 2026 results on Feb 09, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥110,119 (vs JP¥29.71 in 2Q 2025)Second quarter 2026 results: EPS: JP¥110,119 (up from JP¥29.71 in 2Q 2025). Revenue: JP¥3.02b (up 30% from 2Q 2025). Net income: JP¥400.8m (up 32% from 2Q 2025). Profit margin: 13% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Nov 14Dividend of JP¥56.00 announcedShareholders will receive a dividend of JP¥56.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Sep 19Systems Engineering Consultants Co.,LTD. to Report Q2, 2026 Results on Nov 12, 2025Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: JP¥43.53 (vs JP¥51.60 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.53 (down from JP¥51.60 in 1Q 2025). Revenue: JP¥2.30b (up 5.6% from 1Q 2025). Net income: JP¥222.0m (down 16% from 1Q 2025). Profit margin: 9.7% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 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 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 13Now 23% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥4,775. The fair value is estimated to be JP¥6,226, 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 19%.
Buy Or Sell Opportunity • Jul 18Now 22% undervaluedOver the last 90 days, the stock has risen 13% to JP¥4,940. The fair value is estimated to be JP¥6,333, 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 18%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Buy Or Sell Opportunity • Jul 01Now 20% undervaluedOver the last 90 days, the stock has risen 15% to JP¥5,120. The fair value is estimated to be JP¥6,401, 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 18%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Jun 19Systems Engineering Consultants Co.,LTD. to Report Q1, 2026 Results on Aug 12, 2025Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2026 results on Aug 12, 2025
New Risk • Jun 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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).
分析記事 • May 19Systems Engineering ConsultantsLTD's (TSE:3741) Profits Appear To Have Quality IssuesSystems Engineering Consultants Co.,LTD.'s ( TSE:3741 ) healthy profit numbers didn't contain any surprises for...
Reported Earnings • May 14Full year 2025 earnings released: EPS: JP¥264 (vs JP¥217 in FY 2024)Full year 2025 results: EPS: JP¥264 (up from JP¥217 in FY 2024). Revenue: JP¥10.3b (up 21% from FY 2024). Net income: JP¥1.34b (up 22% from FY 2024). Profit margin: 13% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Systems Engineering Consultants Co.,LTD. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2026Systems Engineering Consultants Co.,LTD. provided dividend guidance for the Fiscal year ending March 31, 2026. For the year, the company expects dividend of JPY 111.00 per share against JPY 105.00 per share a year ago.
お知らせ • May 12+ 3 more updatesSystems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2025Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2025.
Buy Or Sell Opportunity • Apr 30Now 20% overvaluedOver the last 90 days, the stock has fallen 9.0% to JP¥4,425. The fair value is estimated to be JP¥3,685, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 18%.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,675, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 77% over the past three years.
分析記事 • Apr 04Here's Why We Think Systems Engineering ConsultantsLTD (TSE:3741) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥102 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Mar 19Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2025 Results on May 12, 2025Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2025 results on May 12, 2025
Buy Or Sell Opportunity • Mar 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥4,735. The fair value is estimated to be JP¥3,920, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 18%.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥69.80 (vs JP¥60.23 in 3Q 2024)Third quarter 2025 results: EPS: JP¥69.80 (up from JP¥60.23 in 3Q 2024). Revenue: JP¥2.60b (up 20% from 3Q 2024). Net income: JP¥356.0m (up 16% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jan 14Now 21% undervaluedOver the last 90 days, the stock has risen 9.9% to JP¥4,605. The fair value is estimated to be JP¥5,806, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%.
分析記事 • Jan 06Systems Engineering Consultants Co.,LTD. (TSE:3741) Looks Just Right With A 28% Price JumpSystems Engineering Consultants Co.,LTD. ( TSE:3741 ) shareholders would be excited to see that the share price has had...
New Risk • Jan 06New 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 5.1% 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.
お知らせ • Jan 03Systems Engineering Consultants Co.,LTD. to Report Q3, 2025 Results on Feb 10, 2025Systems Engineering Consultants Co.,LTD. announced that they will report Q3, 2025 results on Feb 10, 2025
分析記事 • Dec 18Should You Be Adding Systems Engineering ConsultantsLTD (TSE:3741) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥59.42 (vs JP¥53.57 in 2Q 2024)Second quarter 2025 results: EPS: JP¥59.42 (up from JP¥53.57 in 2Q 2024). Revenue: JP¥2.32b (up 11% from 2Q 2024). Net income: JP¥303.0m (up 11% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Sep 20Systems Engineering Consultants Co.,LTD. to Report Q2, 2025 Results on Nov 11, 2024Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2025 results on Nov 11, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥51.60 (vs JP¥37.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥51.60 (up from JP¥37.31 in 1Q 2024). Revenue: JP¥2.18b (up 19% from 1Q 2024). Net income: JP¥263.0m (up 38% from 1Q 2024). Profit margin: 12% (up from 10% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.
分析記事 • Aug 05Not Many Are Piling Into Systems Engineering Consultants Co.,LTD. (TSE:3741) Stock Yet As It Plummets 27%The Systems Engineering Consultants Co.,LTD. ( TSE:3741 ) share price has fared very poorly over the last month...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥3,275, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 39% over the past three years.
分析記事 • Aug 02Systems Engineering ConsultantsLTD (TSE:3741) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
お知らせ • Jun 20Systems Engineering Consultants Co.,LTD. to Report Q1, 2025 Final Results on Aug 08, 2024Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2025 final results on Aug 08, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥217 (vs JP¥172 in FY 2023)Full year 2024 results: EPS: JP¥217 (up from JP¥172 in FY 2023). Revenue: JP¥8.53b (up 14% from FY 2023). Net income: JP¥1.11b (up 26% from FY 2023). Profit margin: 13% (up from 12% 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 whereas the company’s share price has increased by 20% per year.
お知らせ • May 15Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2024Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Inaugural dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. This is the first dividend for Systems Engineering ConsultantsLTD since going public. The average dividend yield among industry peers is 1.3%.
お知らせ • Mar 20Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2024 Results on May 13, 2024Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2024 results on May 13, 2024
New Risk • Feb 19New 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 8.0% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,490, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 108% over the past three years.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥60.23 (vs JP¥53.01 in 3Q 2023)Third quarter 2024 results: EPS: JP¥60.23 (up from JP¥53.01 in 3Q 2023). Revenue: JP¥2.17b (up 11% from 3Q 2023). Net income: JP¥307.0m (up 14% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥5,180, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 101% over the past three years.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥53.57 (vs JP¥42.03 in 2Q 2023)Second quarter 2024 results: EPS: JP¥53.57 (up from JP¥42.03 in 2Q 2023). Revenue: JP¥2.09b (up 19% from 2Q 2023). Net income: JP¥273.0m (up 28% from 2Q 2023). Profit margin: 13% (up from 12% 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 13% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Sep 22Systems Engineering Consultants Co.,LTD. to Report Q2, 2024 Results on Nov 09, 2023Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥37.31 (vs JP¥23.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥37.31 (up from JP¥23.91 in 1Q 2023). Revenue: JP¥1.83b (up 14% from 1Q 2023). Net income: JP¥190.0m (up 56% from 1Q 2023). Profit margin: 10% (up from 7.6% 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 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 22Systems Engineering Consultants Co.,LTD. to Report Q1, 2024 Results on Aug 10, 2023Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥172 (vs JP¥153 in FY 2022)Full year 2023 results: EPS: JP¥172 (up from JP¥153 in FY 2022). Revenue: JP¥7.49b (up 14% from FY 2022). Net income: JP¥878.0m (up 13% from FY 2022). Profit margin: 12% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 12Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2023Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.7%.
Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥53.01 (vs JP¥47.10 in 3Q 2022)Third quarter 2023 results: EPS: JP¥53.01 (up from JP¥47.10 in 3Q 2022). Revenue: JP¥1.95b (up 10% from 3Q 2022). Net income: JP¥270.0m (up 12% from 3Q 2022). Profit margin: 14% (in line with 3Q 2022). 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 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 10Systems Engineering Consultants Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Systems Engineering Consultants Co.,LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year, the company expected net sales of JPY 7,300 million, operating profit of JPY 1,180 million, profit of JPY 860 million and basic earnings per share of JPY 168.77.
お知らせ • Dec 22Systems Engineering Consultants Co.,LTD. to Report Q3, 2023 Results on Feb 09, 2023Systems Engineering Consultants Co.,LTD. announced that they will report Q3, 2023 results on Feb 09, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥42.03 (vs JP¥34.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥42.03 (up from JP¥34.99 in 2Q 2022). Revenue: JP¥1.76b (up 14% from 2Q 2022). Net income: JP¥214.0m (up 20% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). 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 12% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Motohiko Matsumoto was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 12+ 1 more updateSystems Engineering Consultants Co.,Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2023Systems Engineering Consultants Co.,LTD. provided dividend guidance for the full year ending March 31, 2023. For the full year, the company expects dividend of JPY 62 per share compared to JPY 61 per share paid a year ago.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥42.03 (vs JP¥34.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥42.03 (up from JP¥34.99 in 2Q 2022). Revenue: JP¥1.76b (up 14% from 2Q 2022). Net income: JP¥214.0m (up 20% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). 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 13% per year, which means it is significantly lagging earnings.
Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥2,753, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 6.7%.
お知らせ • Sep 23Systems Engineering Consultants Co.,LTD. to Report Q2, 2023 Results on Nov 10, 2022Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 10First quarter 2023 earnings released: EPS: JP¥23.91 (vs JP¥17.22 in 1Q 2022)First quarter 2023 results: EPS: JP¥23.91 (up from JP¥17.22 in 1Q 2022). Revenue: JP¥1.61b (up 18% from 1Q 2022). Net income: JP¥122.0m (up 39% from 1Q 2022). Profit margin: 7.6% (up from 6.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Aug 09+ 1 more updateSystems Engineering Consultants Co.,Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2023Systems Engineering Consultants Co.,LTD. provided dividend guidance for the full year ending March 31, 2023. For the full year, the company expects dividend of JPY 62 per share compared to JPY 61 per share paid a year ago.
お知らせ • Jun 23Systems Engineering Consultants Co.,LTD. to Report Q1, 2023 Results on Aug 08, 2022Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2023 results on Aug 08, 2022
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥153 (vs JP¥142 in FY 2021)Full year 2022 results: EPS: JP¥153 (up from JP¥142 in FY 2021). Revenue: JP¥6.56b (flat on FY 2021). Net income: JP¥780.0m (up 7.3% from FY 2021). Profit margin: 12% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • May 13+ 3 more updatesSystems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2022Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. No independent directors (3 non-independent directors). Member of Audit and Supervisory Committee Shunji Sakai was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2022 Results on May 12, 2022Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Inaugural dividend of JP¥59.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is not currently making a profit but it is cash flow positive. The company last paid an ordinary dividend in May 2011. The average dividend yield among industry peers is 1.8%.
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥47.10 (down from JP¥47.16 in 3Q 2021). Revenue: JP¥1.77b (up 2.0% from 3Q 2021). Net income: JP¥241.0m (flat on 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Feb 11+ 1 more updateSystems Engineering Consultants Co.,Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2022Systems Engineering Consultants Co.,Ltd. provided earnings guidance for the full year ending March 31, 2022. For the year, the company expects net sales of ¥6,700 million, operating profit of ¥1,050 million, profit of ¥750 million and basic earnings per share of ¥146.65.
Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS JP¥34.99 (vs JP¥39.73 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥1.54b (down 4.8% from 2Q 2021). Net income: JP¥179.0m (down 12% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). 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 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥17.22 (vs JP¥16.43 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.36b (up 1.4% from 1Q 2021). Net income: JP¥88.0m (up 4.8% from 1Q 2021). Profit margin: 6.5% (up from 6.3% in 1Q 2021). The increase in margin was driven by higher 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 12% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥142 (vs JP¥134 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¥6.53b (up 2.9% from FY 2020). Net income: JP¥727.0m (up 5.8% from FY 2020). Profit margin: 11% (in line with FY 2020). 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 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Inaugural dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.
お知らせ • Mar 20Systems Engineering Consultants Co., LTD. to Report Fiscal Year 2021 Results on May 13, 2021Systems Engineering Consultants Co., LTD. announced that they will report fiscal year 2021 results on May 13, 2021
Is New 90 Day High Low • Feb 26New 90-day low: JP¥2,738The company is down 11% from its price of JP¥3,070 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period.
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥47.16 (vs JP¥41.41 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.74b (up 4.3% from 3Q 2020). Net income: JP¥241.0m (up 14% from 3Q 2020). Profit margin: 14% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Dec 23Systems Engineering Consultants Co., LTD. to Report Q3, 2021 Results on Feb 08, 2021Systems Engineering Consultants Co., LTD. announced that they will report Q3, 2021 results on Feb 08, 2021
Is New 90 Day High Low • Dec 22New 90-day low: JP¥2,869The company is down 10.0% from its price of JP¥3,185 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.
Price Target Changed • Dec 01Price target lowered to JP¥4,450Down from JP¥5,150, the current price target is provided by 1 analyst. The new target price is 46% above the current share price of JP¥3,050. As of last close, the stock is down 21% over the past year.
お知らせ • Sep 19Systems Engineering Consultants Co., LTD. to Report Q2, 2021 Results on Nov 09, 2020Systems Engineering Consultants Co., LTD. announced that they will report Q2, 2021 results on Nov 09, 2020
お知らせ • Jun 17Systems Engineering Consultants Co., LTD. to Report Q1, 2021 Results on Aug 11, 2020Systems Engineering Consultants Co., LTD. announced that they will report Q1, 2021 results on Aug 11, 2020