Advanced Media（3773）株式概要株式会社アドバンスト・メディアは、音声認識ソリューションの企画・設計・開発を国内外で行っています。 詳細3773 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績3/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より22.1%で取引されている 収益は年間10.67%増加すると予測されています 過去1年間で収益は23.5%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均10.8%減少すると予測されている。 不安定な配当実績 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る3773 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.04k15.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-175m12b2016201920222025202620282031Revenue JP¥11.7bEarnings JP¥2.9bAdvancedSet Fair ValueView all narrativesAdvanced Media, Inc. 競合他社NCS&ASymbol: TSE:9709Market cap: JP¥18.0beBASELtdSymbol: TSE:3835Market cap: JP¥17.3bWILLsSymbol: TSE:4482Market cap: JP¥14.6bNEOJAPANSymbol: TSE:3921Market cap: JP¥20.7b価格と性能株価の高値、安値、推移の概要Advanced Media過去の株価現在の株価JP¥1,035.0052週高値JP¥1,293.0052週安値JP¥889.00ベータ0.531ヶ月の変化4.02%3ヶ月変化4.97%1年変化-15.37%3年間の変化-49.14%5年間の変化39.11%IPOからの変化-67.66%最新ニュースNew Risk • Jun 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥16.1b market cap, or US$100.0m).Buy Or Sell Opportunity • Jun 03Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to JP¥1,074. The fair value is estimated to be JP¥1,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 24%.分析記事 • May 21Advanced Media (TSE:3773) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLast week's profit announcement from Advanced Media, Inc. ( TSE:3773 ) was underwhelming for investors, despite...Reported Earnings • May 16Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥111 (up from JP¥90.36 in FY 2025). Revenue: JP¥7.06b (up 6.0% from FY 2025). Net income: JP¥1.74b (up 24% from FY 2025). Profit margin: 25% (up from 21% in FY 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥893, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 45% over the past three years.Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥942. The fair value is estimated to be JP¥1,180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.最新情報をもっと見るRecent updatesNew Risk • Jun 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥16.1b market cap, or US$100.0m).Buy Or Sell Opportunity • Jun 03Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to JP¥1,074. The fair value is estimated to be JP¥1,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 24%.分析記事 • May 21Advanced Media (TSE:3773) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLast week's profit announcement from Advanced Media, Inc. ( TSE:3773 ) was underwhelming for investors, despite...Reported Earnings • May 16Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥111 (up from JP¥90.36 in FY 2025). Revenue: JP¥7.06b (up 6.0% from FY 2025). Net income: JP¥1.74b (up 24% from FY 2025). Profit margin: 25% (up from 21% in FY 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥893, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 45% over the past three years.Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥942. The fair value is estimated to be JP¥1,180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.お知らせ • May 13Advanced Media, Inc., Annual General Meeting, Jun 25, 2026Advanced Media, Inc., Annual General Meeting, Jun 25, 2026.New Risk • May 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.7b market cap, or US$99.5m).Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,119, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 36% over the past three years.お知らせ • Mar 27Advanced Media, Inc. (TSE:3773) announces an Equity Buyback for 2,500,000 shares, representing 15.96% for ¥3,000 million.Advanced Media, Inc. (TSE:3773) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 15.96% of its share capital, for ¥3,000 million. The purpose of the program is to improve capital efficiency, as well as to enhance shareholder returns and facilitate the implementation of a flexible capital policy aimed at future business expansion. The program will expire on March 27, 2027. As of February 28, 2026, the company had 15,660,391 shares in issue (excluding treasury stock) and 2,732,333 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).New Risk • Mar 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.6b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.6b market cap, or US$99.4m).お知らせ • Feb 15Advanced Media, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Advanced Media, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 8,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 1,400 million or JPY 89.54 basic earnings per share.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥12.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.65 (up from JP¥12.31 in 3Q 2025). Revenue: JP¥1.84b (up 15% from 3Q 2025). Net income: JP¥339.0m (up 77% from 3Q 2025). Profit margin: 18% (up from 12% in 3Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Nov 19Advanced Media's (TSE:3773) Earnings Are Of Questionable QualityAdvanced Media, Inc.'s ( TSE:3773 ) robust earnings report didn't manage to move the market for its stock. Our analysis...New Risk • Nov 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 104% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (104% cash payout ratio). Large one-off items impacting financial results.Declared Dividend • Nov 10Dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 31% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 31% over the next 3 years. However, it would need to fall by 69% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥30.08 (vs JP¥21.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.08 (up from JP¥21.75 in 2Q 2025). Revenue: JP¥1.67b (down 1.1% from 2Q 2025). Net income: JP¥470.6m (up 39% from 2Q 2025). Profit margin: 28% (up from 20% in 2Q 2025). Revenue is forecast to grow 5.9% 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 25% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Oct 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.8m).New Risk • Sep 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).お知らせ • Sep 03Advanced Media, Inc. to Report Q2, 2026 Results on Nov 07, 2025Advanced Media, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥11.80 (vs JP¥13.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.80 (down from JP¥13.32 in 1Q 2025). Revenue: JP¥1.51b (up 1.8% from 1Q 2025). Net income: JP¥184.0m (down 11% from 1Q 2025). Profit margin: 12% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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 28% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥969, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 11% over the past three years.お知らせ • Jun 29Advanced Media, Inc. to Report Q1, 2026 Results on Aug 08, 2025Advanced Media, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • May 15Advanced Media, Inc. (TSE:3773) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedAdvanced Media, Inc. ( TSE:3773 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • May 12Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥90.36 (up from JP¥64.82 in FY 2024). Revenue: JP¥6.67b (up 11% from FY 2024). Net income: JP¥1.41b (up 40% from FY 2024). Profit margin: 21% (up from 17% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.分析記事 • May 09We Think Advanced Media (TSE:3773) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • May 09Advanced Media, Inc., Annual General Meeting, Jun 26, 2025Advanced Media, Inc., Annual General Meeting, Jun 26, 2025.お知らせ • Apr 09Advanced Media, Inc. to Report Fiscal Year 2025 Results on May 09, 2025Advanced Media, Inc. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 09, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥706, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Software industry in Japan. Total returns to shareholders of 27% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).分析記事 • Feb 28Advanced Media, Inc. (TSE:3773) Might Not Be As Mispriced As It Looks After Plunging 27%Advanced Media, Inc. ( TSE:3773 ) shareholders won't be pleased to see that the share price has had a very rough month...New Risk • Feb 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.1b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥15.1b market cap, or US$98.5m).Buy Or Sell Opportunity • Feb 08Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,021. The fair value is estimated to be JP¥1,426, however this is not to be taken as a buy 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 31%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.お知らせ • Jan 24Advanced Media, Inc. to Report Q3, 2025 Results on Feb 07, 2025Advanced Media, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.1% average weekly change).Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥21.75 (vs JP¥23.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.75 (down from JP¥23.34 in 2Q 2024). Revenue: JP¥1.68b (up 1.5% from 2Q 2024). Net income: JP¥339.0m (down 6.4% from 2Q 2024). Profit margin: 20% (down from 22% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 04The Market Lifts Advanced Media, Inc. (TSE:3773) Shares 32% But It Can Do MoreAdvanced Media, Inc. ( TSE:3773 ) shareholders are no doubt pleased to see that the share price has bounced 32% in the...お知らせ • Sep 03Advanced Media, Inc. to Report Q2, 2025 Results on Nov 08, 2024Advanced Media, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥13.32 (vs JP¥6.47 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.32 (up from JP¥6.47 in 1Q 2024). Revenue: JP¥1.48b (up 21% from 1Q 2024). Net income: JP¥207.0m (up 107% from 1Q 2024). Profit margin: 14% (up from 8.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.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 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (JP¥13.0b market cap, or US$91.4m).分析記事 • Aug 03These 4 Measures Indicate That Advanced Media (TSE:3773) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥967, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Software industry in Japan. Total returns to shareholders of 41% over the past three years.Buy Or Sell Opportunity • Jul 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥1,065. The fair value is estimated to be JP¥1,364, 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 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to JP¥1,087. The fair value is estimated to be JP¥1,366, 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 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Jun 30Advanced Media, Inc. to Report Q1, 2025 Results on Aug 07, 2024Advanced Media, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024Buy Or Sell Opportunity • Jun 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to JP¥1,045. The fair value is estimated to be JP¥1,379, 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 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.分析記事 • May 24The Price Is Right For Advanced Media, Inc. (TSE:3773) Even After Diving 27%To the annoyance of some shareholders, Advanced Media, Inc. ( TSE:3773 ) shares are down a considerable 27% in the last...Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,170, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Software industry in Japan. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,370 per share.Reported Earnings • May 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥64.82 (up from JP¥52.03 in FY 2023). Revenue: JP¥6.00b (up 16% from FY 2023). Net income: JP¥1.01b (up 16% from FY 2023). Profit margin: 17% (in line with FY 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Advanced Media, Inc., Annual General Meeting, Jun 26, 2024Advanced Media, Inc., Annual General Meeting, Jun 26, 2024.Buy Or Sell Opportunity • May 10Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,428. The fair value is estimated to be JP¥2,005, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,600. The fair value is estimated to be JP¥2,017, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).お知らせ • Mar 03Advanced Media, Inc. to Report Fiscal Year 2024 Results on May 10, 2024Advanced Media, Inc. announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥13.46 (vs JP¥10.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.46 (up from JP¥10.08 in 3Q 2023). Revenue: JP¥1.44b (up 19% from 3Q 2023). Net income: JP¥209.0m (up 34% from 3Q 2023). Profit margin: 14% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 32% per year whereas the company’s share price has increased by 31% per year.Buying Opportunity • Dec 05Now 22% undervaluedOver the last 90 days, the stock is up 3.4%. The fair value is estimated to be JP¥2,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,693, 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 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,258 per share.お知らせ • Dec 03Advanced Media, Inc. to Report Q3, 2024 Results on Feb 09, 2024Advanced Media, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥23.34 (vs JP¥10.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.34 (up from JP¥10.92 in 2Q 2023). Revenue: JP¥1.66b (up 33% from 2Q 2023). Net income: JP¥362.0m (up 92% from 2Q 2023). Profit margin: 22% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 27% per year whereas the company’s share price has increased by 26% per year.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,607, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,123 per share.お知らせ • Sep 28Advanced Media, Inc. to Report Q2, 2024 Results on Nov 07, 2023Advanced Media, Inc. announced that they will report Q2, 2024 results on Nov 07, 2023New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 2.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥6.47 (vs JP¥5.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.47. Revenue: JP¥1.23b (up 16% from 1Q 2023). Net income: JP¥100.0m (down 3.8% from 1Q 2023). Profit margin: 8.1% (down from 9.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.お知らせ • Jul 07Advanced Media, Inc. to Report Q1, 2024 Results on Aug 04, 2023Advanced Media, Inc. announced that they will report Q1, 2024 results on Aug 04, 2023Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,021, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 32x in the Software industry in Japan. Total returns to shareholders of 79% over the past three years.New Risk • Jun 15New 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 8.3% 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 • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,808, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Software industry in Japan. Total returns to shareholders of 53% over the past three years.Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥52.03 (up from JP¥24.38 in FY 2022). Revenue: JP¥5.18b (up 16% from FY 2022). Net income: JP¥867.0m (up 94% from FY 2022). Profit margin: 17% (up from 10.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, 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 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Advanced Media, Inc., Annual General Meeting, Jun 28, 2023Advanced Media, Inc., Annual General Meeting, Jun 28, 2023.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,729, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Software industry in Japan. Total returns to shareholders of 115% over the past three years.Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥10.08 (vs JP¥5.71 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.08 (up from JP¥5.71 in 3Q 2022). Revenue: JP¥1.21b (up 9.3% from 3Q 2022). Net income: JP¥156.0m (up 49% from 3Q 2022). Profit margin: 13% (up from 9.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jan 07Advanced Media, Inc. to Report Q3, 2023 Results on Feb 03, 2023Advanced Media, Inc. announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥0.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.92 (up from JP¥0.33 loss in 2Q 2022). Revenue: JP¥1.25b (up 22% from 2Q 2022). Net income: JP¥189.0m (up JP¥195.0m from 2Q 2022). Profit margin: 15% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.7% 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 fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Board Change • Nov 16No independent directorsThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. No independent directors (6 non-independent directors). Founder, Chairman, Chief Executive Officer, President and Executive Officer Kiyoyuki Suzuki is the most experienced director on the board, commencing their role in 1997. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥0.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.92 (up from JP¥0.33 loss in 2Q 2022). Revenue: JP¥1.25b (up 22% from 2Q 2022). Net income: JP¥189.0m (up JP¥195.0m from 2Q 2022). Profit margin: 15% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.7% 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 fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Sep 23Advanced Media, Inc. to Report Q2, 2023 Results on Nov 08, 2022Advanced Media, Inc. announced that they will report Q2, 2023 results on Nov 08, 2022Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 47%. The fair value is estimated to be JP¥1,152, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 9.6% in a year. Earnings is forecast to grow by 31% in the next year.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,036, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 2.3% over the past three years.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥916, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 14% over the past three years.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥5.65 (vs JP¥1.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.65 (up from JP¥1.20 in 1Q 2022). Revenue: JP¥1.06b (up 18% from 1Q 2022). Net income: JP¥104.0m (up 373% from 1Q 2022). Profit margin: 9.8% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.6%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Jul 03Advanced Media, Inc. to Report Q1, 2023 Results on Aug 05, 2022Advanced Media, Inc. announced that they will report Q1, 2023 results on Aug 05, 2022お知らせ • Jun 29Advanced Media, Inc. (TSE:3773) announces an Equity Buyback for 3,000,000 shares, representing 16.31% for ¥3,000 million.Advanced Media, Inc. (TSE:3773) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 16.31% of its share capital, for ¥3,000 million. The purpose of the program is to return profits to shareholders and improve capital efficiency, and to implement agile capital policies for future business expansion and achievement of business plans. The program will expire on June 29, 2023. As of March 31, 2022, the company had 18,392,591 shares in issue (excluding treasury stock) and 133 shares in treasury.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥773, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Software industry in Japan. Total loss to shareholders of 41% over the past three years.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥637, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 52% over the past three years.Buying Opportunity • May 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥679, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 22%.Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥24.38 (vs JP¥34.02 in FY 2021)Full year 2022 results: EPS: JP¥24.38 (down from JP¥34.02 in FY 2021). Revenue: JP¥4.46b (flat on FY 2021). Net income: JP¥448.0m (down 28% from FY 2021). Profit margin: 10.0% (down from 14% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.お知らせ • May 14Advanced Media, Inc., Annual General Meeting, Jun 28, 2022Advanced Media, Inc., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 3 highly experienced directors. No independent directors (5 non-independent directors). Founder, Chairman, Chief Executive Officer, President and Executive Officer Kiyoyuki Suzuki is the most experienced director on the board, commencing their role in 1997. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.お知らせ • Apr 08Advanced Media, Inc. to Report Fiscal Year 2022 Results on May 12, 2022Advanced Media, Inc. announced that they will report fiscal year 2022 results on May 12, 2022Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥5.71 (up from JP¥2.73 in 3Q 2021). Revenue: JP¥1.11b (up 7.2% from 3Q 2021). Net income: JP¥105.0m (up 110% from 3Q 2021). Profit margin: 9.5% (up from 4.8% in 3Q 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Over the next year, revenue is forecast to grow 10.0%, compared to a 16% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 07Second quarter 2022 earnings released: JP¥0.33 loss per share (vs JP¥3.88 profit in 2Q 2021)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.02b (up 1.8% from 2Q 2021). Net loss: JP¥6.00m (down 109% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥1.20 (vs JP¥1.20 in 1Q 2021)The company reported a mediocre first quarter result with weaker profit margins, although earnings were flat and revenues improved. First quarter 2022 results: Revenue: JP¥899.0m (up 4.2% from 1Q 2021). Net income: JP¥22.0m (flat on 1Q 2021). Profit margin: 2.4% (down from 2.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥34.02 (vs JP¥37.87 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥4.43b (down 6.7% from FY 2020). Net income: JP¥623.0m (down 10.0% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Feb 11New 90-day high: JP¥808The company is up 2.0% from its price of JP¥794 on 13 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥2.73 (vs JP¥6.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.03b (down 8.4% from 3Q 2020). Net income: JP¥50.0m (down 56% from 3Q 2020). Profit margin: 4.8% (down from 10% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Dec 10New 90-day low: JP¥759The company is down 12% from its price of JP¥866 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.株主還元3773JP SoftwareJP 市場7D1.0%-2.4%4.8%1Y-15.4%-30.8%43.6%株主還元を見る業界別リターン: 3773過去 1 年間で-30.8 % の収益を上げたJP Software業界を上回りました。リターン対市場: 3773は、過去 1 年間で43.6 % のリターンを上げたJP市場を下回りました。価格変動Is 3773's price volatile compared to industry and market?3773 volatility3773 Average Weekly Movement6.2%Software Industry Average Movement6.2%Market Average Movement4.6%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.4%安定した株価: 3773 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3773の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1997265Kiyoyuki Suzukiwww.advanced-media.co.jp株式会社アドバンスト・メディアは、音声認識ソリューションの企画・設計・開発を国内外で行っています。AI音声認識AmiVoiceを企業、法人ユーザー、一般消費者向けにサービスとして提供。また、会議議事録、モバイルアプリケーション開発、語学教育、製造・流通・物流ソリューション、サポート・コンサルティングサービスなどのソリューションも提供している。さらに、同社はマイクロフォン機器も提供している。アドバンスト・メディア社は1997年に設立され、豊島区に本社を置く。もっと見るAdvanced Media, Inc. 基礎のまとめAdvanced Media の収益と売上を時価総額と比較するとどうか。3773 基礎統計学時価総額JP¥16.22b収益（TTM）JP¥1.74b売上高(TTM)JP¥7.06b9.3xPER（株価収益率2.3xP/Sレシオ3773 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3773 損益計算書（TTM）収益JP¥7.06b売上原価JP¥1.86b売上総利益JP¥5.20bその他の費用JP¥3.46b収益JP¥1.74b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）111.04グロス・マージン73.62%純利益率24.62%有利子負債／自己資本比率4.1%3773 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.1%現在の配当利回り28%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/18 12:03終値2026/06/18 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Advanced Media, 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。1 アナリスト機関Nobuo KurahashiIchiyoshi Research Institute Inc.
New Risk • Jun 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥16.1b market cap, or US$100.0m).
Buy Or Sell Opportunity • Jun 03Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to JP¥1,074. The fair value is estimated to be JP¥1,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 24%.
分析記事 • May 21Advanced Media (TSE:3773) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLast week's profit announcement from Advanced Media, Inc. ( TSE:3773 ) was underwhelming for investors, despite...
Reported Earnings • May 16Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥111 (up from JP¥90.36 in FY 2025). Revenue: JP¥7.06b (up 6.0% from FY 2025). Net income: JP¥1.74b (up 24% from FY 2025). Profit margin: 25% (up from 21% in FY 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥893, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 45% over the past three years.
Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥942. The fair value is estimated to be JP¥1,180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.
New Risk • Jun 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥16.1b market cap, or US$100.0m).
Buy Or Sell Opportunity • Jun 03Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to JP¥1,074. The fair value is estimated to be JP¥1,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 24%.
分析記事 • May 21Advanced Media (TSE:3773) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLast week's profit announcement from Advanced Media, Inc. ( TSE:3773 ) was underwhelming for investors, despite...
Reported Earnings • May 16Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥111 (up from JP¥90.36 in FY 2025). Revenue: JP¥7.06b (up 6.0% from FY 2025). Net income: JP¥1.74b (up 24% from FY 2025). Profit margin: 25% (up from 21% in FY 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥893, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 45% over the past three years.
Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥942. The fair value is estimated to be JP¥1,180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.
お知らせ • May 13Advanced Media, Inc., Annual General Meeting, Jun 25, 2026Advanced Media, Inc., Annual General Meeting, Jun 25, 2026.
New Risk • May 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.7b market cap, or US$99.5m).
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,119, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 36% over the past three years.
お知らせ • Mar 27Advanced Media, Inc. (TSE:3773) announces an Equity Buyback for 2,500,000 shares, representing 15.96% for ¥3,000 million.Advanced Media, Inc. (TSE:3773) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 15.96% of its share capital, for ¥3,000 million. The purpose of the program is to improve capital efficiency, as well as to enhance shareholder returns and facilitate the implementation of a flexible capital policy aimed at future business expansion. The program will expire on March 27, 2027. As of February 28, 2026, the company had 15,660,391 shares in issue (excluding treasury stock) and 2,732,333 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
New Risk • Mar 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.6b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.6b market cap, or US$99.4m).
お知らせ • Feb 15Advanced Media, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Advanced Media, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 8,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 1,400 million or JPY 89.54 basic earnings per share.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥12.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.65 (up from JP¥12.31 in 3Q 2025). Revenue: JP¥1.84b (up 15% from 3Q 2025). Net income: JP¥339.0m (up 77% from 3Q 2025). Profit margin: 18% (up from 12% in 3Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Nov 19Advanced Media's (TSE:3773) Earnings Are Of Questionable QualityAdvanced Media, Inc.'s ( TSE:3773 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
New Risk • Nov 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 104% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (104% cash payout ratio). Large one-off items impacting financial results.
Declared Dividend • Nov 10Dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 31% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 31% over the next 3 years. However, it would need to fall by 69% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥30.08 (vs JP¥21.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.08 (up from JP¥21.75 in 2Q 2025). Revenue: JP¥1.67b (down 1.1% from 2Q 2025). Net income: JP¥470.6m (up 39% from 2Q 2025). Profit margin: 28% (up from 20% in 2Q 2025). Revenue is forecast to grow 5.9% 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 25% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Oct 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.8m).
New Risk • Sep 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).
お知らせ • Sep 03Advanced Media, Inc. to Report Q2, 2026 Results on Nov 07, 2025Advanced Media, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥11.80 (vs JP¥13.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.80 (down from JP¥13.32 in 1Q 2025). Revenue: JP¥1.51b (up 1.8% from 1Q 2025). Net income: JP¥184.0m (down 11% from 1Q 2025). Profit margin: 12% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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 28% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥969, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 11% over the past three years.
お知らせ • Jun 29Advanced Media, Inc. to Report Q1, 2026 Results on Aug 08, 2025Advanced Media, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • May 15Advanced Media, Inc. (TSE:3773) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedAdvanced Media, Inc. ( TSE:3773 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • May 12Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥90.36 (up from JP¥64.82 in FY 2024). Revenue: JP¥6.67b (up 11% from FY 2024). Net income: JP¥1.41b (up 40% from FY 2024). Profit margin: 21% (up from 17% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
分析記事 • May 09We Think Advanced Media (TSE:3773) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • May 09Advanced Media, Inc., Annual General Meeting, Jun 26, 2025Advanced Media, Inc., Annual General Meeting, Jun 26, 2025.
お知らせ • Apr 09Advanced Media, Inc. to Report Fiscal Year 2025 Results on May 09, 2025Advanced Media, Inc. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 09, 2025
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¥706, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Software industry in Japan. Total returns to shareholders of 27% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
分析記事 • Feb 28Advanced Media, Inc. (TSE:3773) Might Not Be As Mispriced As It Looks After Plunging 27%Advanced Media, Inc. ( TSE:3773 ) shareholders won't be pleased to see that the share price has had a very rough month...
New Risk • Feb 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.1b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥15.1b market cap, or US$98.5m).
Buy Or Sell Opportunity • Feb 08Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,021. The fair value is estimated to be JP¥1,426, however this is not to be taken as a buy 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 31%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
お知らせ • Jan 24Advanced Media, Inc. to Report Q3, 2025 Results on Feb 07, 2025Advanced Media, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.1% average weekly change).
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥21.75 (vs JP¥23.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.75 (down from JP¥23.34 in 2Q 2024). Revenue: JP¥1.68b (up 1.5% from 2Q 2024). Net income: JP¥339.0m (down 6.4% from 2Q 2024). Profit margin: 20% (down from 22% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 04The Market Lifts Advanced Media, Inc. (TSE:3773) Shares 32% But It Can Do MoreAdvanced Media, Inc. ( TSE:3773 ) shareholders are no doubt pleased to see that the share price has bounced 32% in the...
お知らせ • Sep 03Advanced Media, Inc. to Report Q2, 2025 Results on Nov 08, 2024Advanced Media, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥13.32 (vs JP¥6.47 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.32 (up from JP¥6.47 in 1Q 2024). Revenue: JP¥1.48b (up 21% from 1Q 2024). Net income: JP¥207.0m (up 107% from 1Q 2024). Profit margin: 14% (up from 8.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
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 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (JP¥13.0b market cap, or US$91.4m).
分析記事 • Aug 03These 4 Measures Indicate That Advanced Media (TSE:3773) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥967, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Software industry in Japan. Total returns to shareholders of 41% over the past three years.
Buy Or Sell Opportunity • Jul 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥1,065. The fair value is estimated to be JP¥1,364, 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 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to JP¥1,087. The fair value is estimated to be JP¥1,366, 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 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Jun 30Advanced Media, Inc. to Report Q1, 2025 Results on Aug 07, 2024Advanced Media, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024
Buy Or Sell Opportunity • Jun 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to JP¥1,045. The fair value is estimated to be JP¥1,379, 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 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
分析記事 • May 24The Price Is Right For Advanced Media, Inc. (TSE:3773) Even After Diving 27%To the annoyance of some shareholders, Advanced Media, Inc. ( TSE:3773 ) shares are down a considerable 27% in the last...
Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,170, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Software industry in Japan. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,370 per share.
Reported Earnings • May 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥64.82 (up from JP¥52.03 in FY 2023). Revenue: JP¥6.00b (up 16% from FY 2023). Net income: JP¥1.01b (up 16% from FY 2023). Profit margin: 17% (in line with FY 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Advanced Media, Inc., Annual General Meeting, Jun 26, 2024Advanced Media, Inc., Annual General Meeting, Jun 26, 2024.
Buy Or Sell Opportunity • May 10Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,428. The fair value is estimated to be JP¥2,005, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,600. The fair value is estimated to be JP¥2,017, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).
お知らせ • Mar 03Advanced Media, Inc. to Report Fiscal Year 2024 Results on May 10, 2024Advanced Media, Inc. announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥13.46 (vs JP¥10.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.46 (up from JP¥10.08 in 3Q 2023). Revenue: JP¥1.44b (up 19% from 3Q 2023). Net income: JP¥209.0m (up 34% from 3Q 2023). Profit margin: 14% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 32% per year whereas the company’s share price has increased by 31% per year.
Buying Opportunity • Dec 05Now 22% undervaluedOver the last 90 days, the stock is up 3.4%. The fair value is estimated to be JP¥2,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,693, 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 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,258 per share.
お知らせ • Dec 03Advanced Media, Inc. to Report Q3, 2024 Results on Feb 09, 2024Advanced Media, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥23.34 (vs JP¥10.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.34 (up from JP¥10.92 in 2Q 2023). Revenue: JP¥1.66b (up 33% from 2Q 2023). Net income: JP¥362.0m (up 92% from 2Q 2023). Profit margin: 22% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 27% per year whereas the company’s share price has increased by 26% per year.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,607, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,123 per share.
お知らせ • Sep 28Advanced Media, Inc. to Report Q2, 2024 Results on Nov 07, 2023Advanced Media, Inc. announced that they will report Q2, 2024 results on Nov 07, 2023
New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 2.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥6.47 (vs JP¥5.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.47. Revenue: JP¥1.23b (up 16% from 1Q 2023). Net income: JP¥100.0m (down 3.8% from 1Q 2023). Profit margin: 8.1% (down from 9.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
お知らせ • Jul 07Advanced Media, Inc. to Report Q1, 2024 Results on Aug 04, 2023Advanced Media, Inc. announced that they will report Q1, 2024 results on Aug 04, 2023
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,021, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 32x in the Software industry in Japan. Total returns to shareholders of 79% over the past three years.
New Risk • Jun 15New 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 8.3% 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 • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,808, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Software industry in Japan. Total returns to shareholders of 53% over the past three years.
Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥52.03 (up from JP¥24.38 in FY 2022). Revenue: JP¥5.18b (up 16% from FY 2022). Net income: JP¥867.0m (up 94% from FY 2022). Profit margin: 17% (up from 10.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, 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 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Advanced Media, Inc., Annual General Meeting, Jun 28, 2023Advanced Media, Inc., Annual General Meeting, Jun 28, 2023.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,729, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Software industry in Japan. Total returns to shareholders of 115% over the past three years.
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥10.08 (vs JP¥5.71 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.08 (up from JP¥5.71 in 3Q 2022). Revenue: JP¥1.21b (up 9.3% from 3Q 2022). Net income: JP¥156.0m (up 49% from 3Q 2022). Profit margin: 13% (up from 9.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jan 07Advanced Media, Inc. to Report Q3, 2023 Results on Feb 03, 2023Advanced Media, Inc. announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥0.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.92 (up from JP¥0.33 loss in 2Q 2022). Revenue: JP¥1.25b (up 22% from 2Q 2022). Net income: JP¥189.0m (up JP¥195.0m from 2Q 2022). Profit margin: 15% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.7% 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 fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16No independent directorsThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. No independent directors (6 non-independent directors). Founder, Chairman, Chief Executive Officer, President and Executive Officer Kiyoyuki Suzuki is the most experienced director on the board, commencing their role in 1997. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥0.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.92 (up from JP¥0.33 loss in 2Q 2022). Revenue: JP¥1.25b (up 22% from 2Q 2022). Net income: JP¥189.0m (up JP¥195.0m from 2Q 2022). Profit margin: 15% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.7% 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 fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 23Advanced Media, Inc. to Report Q2, 2023 Results on Nov 08, 2022Advanced Media, Inc. announced that they will report Q2, 2023 results on Nov 08, 2022
Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 47%. The fair value is estimated to be JP¥1,152, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 9.6% in a year. Earnings is forecast to grow by 31% in the next year.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,036, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 2.3% over the past three years.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥916, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 14% over the past three years.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥5.65 (vs JP¥1.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.65 (up from JP¥1.20 in 1Q 2022). Revenue: JP¥1.06b (up 18% from 1Q 2022). Net income: JP¥104.0m (up 373% from 1Q 2022). Profit margin: 9.8% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.6%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 03Advanced Media, Inc. to Report Q1, 2023 Results on Aug 05, 2022Advanced Media, Inc. announced that they will report Q1, 2023 results on Aug 05, 2022
お知らせ • Jun 29Advanced Media, Inc. (TSE:3773) announces an Equity Buyback for 3,000,000 shares, representing 16.31% for ¥3,000 million.Advanced Media, Inc. (TSE:3773) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 16.31% of its share capital, for ¥3,000 million. The purpose of the program is to return profits to shareholders and improve capital efficiency, and to implement agile capital policies for future business expansion and achievement of business plans. The program will expire on June 29, 2023. As of March 31, 2022, the company had 18,392,591 shares in issue (excluding treasury stock) and 133 shares in treasury.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥773, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Software industry in Japan. Total loss to shareholders of 41% over the past three years.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥637, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 52% over the past three years.
Buying Opportunity • May 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥679, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 22%.
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥24.38 (vs JP¥34.02 in FY 2021)Full year 2022 results: EPS: JP¥24.38 (down from JP¥34.02 in FY 2021). Revenue: JP¥4.46b (flat on FY 2021). Net income: JP¥448.0m (down 28% from FY 2021). Profit margin: 10.0% (down from 14% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
お知らせ • May 14Advanced Media, Inc., Annual General Meeting, Jun 28, 2022Advanced Media, Inc., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 3 highly experienced directors. No independent directors (5 non-independent directors). Founder, Chairman, Chief Executive Officer, President and Executive Officer Kiyoyuki Suzuki is the most experienced director on the board, commencing their role in 1997. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
お知らせ • Apr 08Advanced Media, Inc. to Report Fiscal Year 2022 Results on May 12, 2022Advanced Media, Inc. announced that they will report fiscal year 2022 results on May 12, 2022
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥5.71 (up from JP¥2.73 in 3Q 2021). Revenue: JP¥1.11b (up 7.2% from 3Q 2021). Net income: JP¥105.0m (up 110% from 3Q 2021). Profit margin: 9.5% (up from 4.8% in 3Q 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Over the next year, revenue is forecast to grow 10.0%, compared to a 16% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 07Second quarter 2022 earnings released: JP¥0.33 loss per share (vs JP¥3.88 profit in 2Q 2021)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.02b (up 1.8% from 2Q 2021). Net loss: JP¥6.00m (down 109% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥1.20 (vs JP¥1.20 in 1Q 2021)The company reported a mediocre first quarter result with weaker profit margins, although earnings were flat and revenues improved. First quarter 2022 results: Revenue: JP¥899.0m (up 4.2% from 1Q 2021). Net income: JP¥22.0m (flat on 1Q 2021). Profit margin: 2.4% (down from 2.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥34.02 (vs JP¥37.87 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥4.43b (down 6.7% from FY 2020). Net income: JP¥623.0m (down 10.0% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Feb 11New 90-day high: JP¥808The company is up 2.0% from its price of JP¥794 on 13 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥2.73 (vs JP¥6.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.03b (down 8.4% from 3Q 2020). Net income: JP¥50.0m (down 56% from 3Q 2020). Profit margin: 4.8% (down from 10% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Dec 10New 90-day low: JP¥759The company is down 12% from its price of JP¥866 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.
