SAKURA Internet（3778）株式概要さくらインターネットは日本でクラウドコンピューティングサービスを提供している。 詳細3778 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績1/6財務の健全性3/6配当金0/6報酬収益は年間34.52%増加すると予測されています リスク分析高いレベルの非現金収入 JP市場と比較して、過去 3 か月間の株価の変動が非常に大きい利益率(0.6%)は昨年より低い(9.3%) すべてのリスクチェックを見る3778 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¥3.23k19.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture063b2016201920222025202620282031Revenue JP¥63.0bEarnings JP¥385.6mAdvancedSet Fair ValueView all narrativesSAKURA Internet Inc. 競合他社Japan Business SystemsSymbol: TSE:5036Market cap: JP¥81.9bHennge K.KSymbol: TSE:4475Market cap: JP¥35.0bSpeeeSymbol: TSE:4499Market cap: JP¥40.2bBASEIncSymbol: TSE:4477Market cap: JP¥31.7b価格と性能株価の高値、安値、推移の概要SAKURA Internet過去の株価現在の株価JP¥3,230.0052週高値JP¥4,720.0052週安値JP¥2,448.00ベータ1.371ヶ月の変化-11.39%3ヶ月変化10.65%1年変化-5.00%3年間の変化403.12%5年間の変化420.97%IPOからの変化617.78%最新ニュースPrice Target Changed • May 13Price target decreased by 9.4% to JP¥4,352Down from JP¥4,802, the current price target is an average from 2 analysts. New target price is 40% above last closing price of JP¥3,115. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of JP¥26.00 for next year compared to JP¥5.40 last year.Major Estimate Revision • May 05Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥48.2b to JP¥45.8b. EPS estimate also fell from JP¥36.32 per share to JP¥26.00 per share. Net income forecast to grow 382% next year vs 7.8% growth forecast for IT industry in Japan. Consensus price target of JP¥4,802 unchanged from last update. Share price fell 3.5% to JP¥3,065 over the past week.分析記事 • May 04We Believe That SAKURA Internet's (TSE:3778) Weak Earnings Are A Good Indicator Of Underlying ProfitabilityInvestors were disappointed with SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings. We think that they may have more...New Risk • Apr 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 121% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (121% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Apr 28Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥5.40 (down from JP¥75.22 in FY 2025). Revenue: JP¥35.3b (up 12% from FY 2025). Net income: JP¥216.0m (down 93% from FY 2025). Profit margin: 0.6% (down from 9.3% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 27SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026.最新情報をもっと見るRecent updatesPrice Target Changed • May 13Price target decreased by 9.4% to JP¥4,352Down from JP¥4,802, the current price target is an average from 2 analysts. New target price is 40% above last closing price of JP¥3,115. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of JP¥26.00 for next year compared to JP¥5.40 last year.Major Estimate Revision • May 05Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥48.2b to JP¥45.8b. EPS estimate also fell from JP¥36.32 per share to JP¥26.00 per share. Net income forecast to grow 382% next year vs 7.8% growth forecast for IT industry in Japan. Consensus price target of JP¥4,802 unchanged from last update. Share price fell 3.5% to JP¥3,065 over the past week.分析記事 • May 04We Believe That SAKURA Internet's (TSE:3778) Weak Earnings Are A Good Indicator Of Underlying ProfitabilityInvestors were disappointed with SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings. We think that they may have more...New Risk • Apr 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 121% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (121% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Apr 28Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥5.40 (down from JP¥75.22 in FY 2025). Revenue: JP¥35.3b (up 12% from FY 2025). Net income: JP¥216.0m (down 93% from FY 2025). Profit margin: 0.6% (down from 9.3% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 27SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026.お知らせ • Apr 21SAKURA Internet Inc. to Report Fiscal Year 2026 Results on Apr 27, 2026SAKURA Internet Inc. announced that they will report fiscal year 2026 results on Apr 27, 2026Price Target Changed • Apr 15Price target increased by 22% to JP¥4,906Up from JP¥4,011, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,335. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of JP¥3.25 for next year compared to JP¥75.22 last year.New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.2% net profit margin).Board Change • Mar 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Full-Time Outside Independent Audit & Supervisory Board Member Yayoi Yamaguchi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).Major Estimate Revision • Mar 04Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥4.60 to JP¥3.25 per share. Revenue forecast steady at JP¥35.5b. Net income forecast to shrink 3.9% next year vs 7.4% growth forecast for IT industry in Japan . Consensus price target broadly unchanged at JP¥4,011. Share price fell 4.7% to JP¥2,845 over the past week.Major Estimate Revision • Feb 06Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥2.40 to JP¥4.60. Revenue forecast steady at JP¥35.7b. Net income forecast to shrink 3.8% next year vs 11% growth forecast for IT industry in Japan . Consensus price target of JP¥2,939 unchanged from last update. Share price rose 7.1% to JP¥2,846 over the past week.New Risk • Jan 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 7.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Dec 27SAKURA Internet Inc. to Report Q3, 2026 Results on Jan 30, 2026SAKURA Internet Inc. announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Dec 11At JP¥2,940, Is SAKURA Internet Inc. (TSE:3778) Worth Looking At Closely?While SAKURA Internet Inc. ( TSE:3778 ) might not have the largest market cap around , it saw significant share price...Major Estimate Revision • Nov 05Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥36.2b to JP¥35.7b. Now expected to report a loss of JP¥0.20 per share instead of JP¥5.00 per share profit previously forecast. IT industry in Japan expected to see average net income growth of 11% next year. Consensus price target of JP¥2,886 unchanged from last update. Share price was steady at JP¥3,305 over the past week.分析記事 • Nov 02SAKURA Internet Inc. (TSE:3778) Just Reported Earnings, And Analysts Cut Their Target PriceLast week saw the newest half-yearly earnings release from SAKURA Internet Inc. ( TSE:3778 ), an important milestone in...Reported Earnings • Oct 30Second quarter 2026 earnings released: JP¥7.54 loss per share (vs JP¥16.70 profit in 2Q 2025)Second quarter 2026 results: JP¥7.54 loss per share (down from JP¥16.70 profit in 2Q 2025). Revenue: JP¥8.14b (up 11% from 2Q 2025). Net loss: JP¥301.6m (down 145% from profit in 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Oct 30Dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%.分析記事 • Oct 08SAKURA Internet (TSE:3778) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Oct 04Consensus EPS estimates fall by 92%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥35.5b to JP¥36.2b. EPS estimate fell from JP¥65.25 to JP¥5.00 per share. Net income forecast to shrink 86% next year vs 12% growth forecast for IT industry in Japan . Consensus price target of JP¥2,886 unchanged from last update. Share price fell 9.3% to JP¥3,085 over the past week.分析記事 • Sep 21Investors Appear Satisfied With SAKURA Internet Inc.'s (TSE:3778) Prospects As Shares Rocket 27%SAKURA Internet Inc. ( TSE:3778 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥3,685, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 600% over the past three years.分析記事 • Sep 18SAKURA Internet (TSE:3778) Is Looking To Continue Growing Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...お知らせ • Sep 02SAKURA Internet Inc. to Report Q2, 2026 Results on Oct 28, 2025SAKURA Internet Inc. announced that they will report Q2, 2026 results on Oct 28, 2025Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,940, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 401% over the past three years.分析記事 • Aug 04What You Can Learn From SAKURA Internet Inc.'s (TSE:3778) P/E After Its 28% Share Price CrashSAKURA Internet Inc. ( TSE:3778 ) shares have had a horrible month, losing 28% after a relatively good period...Reported Earnings • Jul 30First quarter 2026 earnings released: JP¥8.10 loss per share (vs JP¥1.15 profit in 1Q 2025)First quarter 2026 results: JP¥8.10 loss per share (down from JP¥1.15 profit in 1Q 2025). Revenue: JP¥7.49b (up 26% from 1Q 2025). Net loss: JP¥324.0m (down JP¥365.7m from profit in 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 09Does SAKURA Internet (TSE:3778) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jun 23SAKURA Internet's (TSE:3778) Earnings Aren't As Good As They AppearSAKURA Internet Inc. ( TSE:3778 ) recently released a strong earnings report, and the market responded by raising the...Reported Earnings • Jun 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥75.22 (up from JP¥18.24 in FY 2024). Revenue: JP¥31.4b (up 44% from FY 2024). Net income: JP¥2.94b (up 351% from FY 2024). Profit margin: 9.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 20SAKURA Internet Inc. Announces Executive and Board Appointments, Effective as of June 20, 2025With respect to personnel relationships, SAKURA Internet Inc. has appointed the following individuals from Sojitz Corporation: Ms. Tomomi Arakawa, Director, Executive Vice President, Chief Digital Officer, Chief announced Ms. Tomomi Arakawa, Director, Executive Vice President, Chief Digital Officer, Chief Information Officer, and Head of Digital Transformation Headquarters. Reason for Appointment: To strengthen the supervisory function of our Board of Directors and enhance collaboration with Sojitz Group. Mr. Tatsuya Morita, Senior Executive Officer, Chief Compliance Officer, Chief Information Security Officer, and Head of Legal and Internal Control Division, as Outside Directors. Reason for Appointment: To strengthen the supervisory function of our Board of Directors and enhance collaboration with Sojitz Group. Mr. Tomoyuki Hirose, Deputy Head of the Consumer Industry & Agribusiness Division, as an Outside Audit & Supervisory Board Member. To strengthen the supervisory function of our Audit & Supervisory Board and enhance collaboration with Sojitz Group. Effective as of June 20, 2025.分析記事 • Jun 18Investors Appear Satisfied With SAKURA Internet Inc.'s (TSE:3778) Prospects As Shares Rocket 26%SAKURA Internet Inc. ( TSE:3778 ) shares have had a really impressive month, gaining 26% after a shaky period...Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,040, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 629% over the past three years.お知らせ • Jun 03SAKURA Internet Inc. to Report Q1, 2026 Results on Jul 28, 2025SAKURA Internet Inc. announced that they will report Q1, 2026 results on Jul 28, 2025分析記事 • May 22Does SAKURA Internet (TSE:3778) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Apr 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥75.22 (up from JP¥18.24 in FY 2024). Revenue: JP¥31.4b (up 44% from FY 2024). Net income: JP¥2.94b (up 351% from FY 2024). Profit margin: 9.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 28SAKURA Internet Inc., Annual General Meeting, Jun 20, 2025SAKURA Internet Inc., Annual General Meeting, Jun 20, 2025.Board Change • Apr 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Independent Outside Director Tomomi Arakawa was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.New Risk • Apr 08New 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 8.6% 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 • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥2,859, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 424% over the past three years.分析記事 • Apr 03The Return Trends At SAKURA Internet (TSE:3778) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.4%).分析記事 • Mar 18SAKURA Internet Inc.'s (TSE:3778) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in the IT industry in Japan have price-to-sales ratios (or "P/S") below 1.1x, you may...お知らせ • Mar 08SAKURA Internet Inc. to Report Fiscal Year 2025 Results on Apr 28, 2025SAKURA Internet Inc. announced that they will report fiscal year 2025 results on Apr 28, 2025分析記事 • Feb 18Should You Be Adding SAKURA Internet (TSE:3778) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥23.30 (vs JP¥3.61 in 3Q 2024)Third quarter 2025 results: EPS: JP¥23.30 (up from JP¥3.61 in 3Q 2024). Revenue: JP¥8.13b (up 53% from 3Q 2024). Net income: JP¥932.0m (up JP¥803.0m from 3Q 2024). Profit margin: 12% (up from 2.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 110% per year, which means it is tracking significantly ahead of earnings growth.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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).お知らせ • Dec 21SAKURA Internet Inc. to Report Q3, 2025 Results on Jan 31, 2025SAKURA Internet Inc. announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Nov 18Shareholders In SAKURA Internet (TSE:3778) Should Look Beyond Earnings For The Full StorySAKURA Internet Inc.'s ( TSE:3778 ) stock rose after it released a robust earnings report. While the headline numbers...分析記事 • Nov 11After Leaping 35% SAKURA Internet Inc. (TSE:3778) Shares Are Not Flying Under The RadarDespite an already strong run, SAKURA Internet Inc. ( TSE:3778 ) shares have been powering on, with a gain of 35% in...お知らせ • Oct 30SAKURA Internet Inc. Provides Cash Dividend Guidance for the Year Ending March 31, 2025SAKURA Internet Inc. provided cash dividend guidance for the year ending March 31, 2025. For the year, the company expects to pay dividend of JPY 4.00 per share against JPY 3.50 per share a year ago.Declared Dividend • Oct 30Dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 0.08%, which is lower than the industry average of 1.4%.Reported Earnings • Oct 29Second quarter 2025 earnings released: EPS: JP¥16.70 (vs JP¥1.88 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.70 (up from JP¥1.88 in 2Q 2024). Revenue: JP¥7.34b (up 40% from 2Q 2024). Net income: JP¥668.3m (up JP¥601.3m from 2Q 2024). Profit margin: 9.1% (up from 1.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 104% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 28SAKURA Internet Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025SAKURA Internet Inc. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 29,000 million, operating profit of JPY 2,600 million, profit attributable to owners of parent of JPY 1,550 million or JPY 39.71 per share.分析記事 • Sep 20Here's Why SAKURA Internet (TSE:3778) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Sep 02Revenues Not Telling The Story For SAKURA Internet Inc. (TSE:3778) After Shares Rise 33%Those holding SAKURA Internet Inc. ( TSE:3778 ) shares would be relieved that the share price has rebounded 33% in the...お知らせ • Aug 27SAKURA Internet Inc. to Report Q2, 2025 Results on Oct 28, 2024SAKURA Internet Inc. announced that they will report Q2, 2025 results on Oct 28, 2024Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥1.13 (vs JP¥3.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.13 (down from JP¥3.03 in 1Q 2024). Revenue: JP¥5.94b (up 16% from 1Q 2024). Net income: JP¥41.0m (down 62% from 1Q 2024). Profit margin: 0.7% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 18Risks To Shareholder Returns Are Elevated At These Prices For SAKURA Internet Inc. (TSE:3778)When close to half the companies in the IT industry in Japan have price-to-sales ratios (or "P/S") below 1.2x, you may...分析記事 • Jun 17SAKURA Internet (TSE:3778) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 03SAKURA Internet's (TSE:3778) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings report having lackluster headline numbers, the market...Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥18.24 (vs JP¥18.27 in FY 2023)Full year 2024 results: EPS: JP¥18.24 (down from JP¥18.27 in FY 2023). Revenue: JP¥21.8b (up 5.8% from FY 2023). Net income: JP¥651.0m (down 2.3% from FY 2023). Profit margin: 3.0% (down from 3.2% in FY 2023). The decrease in margin was driven by higher expenses. 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 104% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 29SAKURA Internet Inc., Annual General Meeting, Jun 25, 2024SAKURA Internet Inc., Annual General Meeting, Jun 25, 2024.分析記事 • Apr 17More Unpleasant Surprises Could Be In Store For SAKURA Internet Inc.'s (TSE:3778) Shares After Tumbling 28%The SAKURA Internet Inc. ( TSE:3778 ) share price has softened a substantial 28% over the previous 30 days, handing...Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. The company last paid an ordinary dividend in July 2015. The average dividend yield among industry peers is 1.4%.お知らせ • Mar 02SAKURA Internet Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024SAKURA Internet Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024分析記事 • Feb 26SAKURA Internet Inc.'s (TSE:3778) 46% Price Boost Is Out Of Tune With RevenuesSAKURA Internet Inc. ( TSE:3778 ) shares have continued their recent momentum with a 46% gain in the last month alone...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥3.61 (vs JP¥4.64 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.61 (down from JP¥4.64 in 3Q 2023). Revenue: JP¥5.32b (up 5.2% from 3Q 2023). Net income: JP¥129.0m (down 24% from 3Q 2023). Profit margin: 2.4% (down from 3.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 26SAKURA Internet Inc. to Report Q3, 2024 Results on Jan 31, 2024SAKURA Internet Inc. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥1.88 (vs JP¥2.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.88 (down from JP¥2.87 in 2Q 2023). Revenue: JP¥5.24b (up 4.2% from 2Q 2023). Net income: JP¥67.0m (down 36% from 2Q 2023). Profit margin: 1.3% (down from 2.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.お知らせ • Aug 31SAKURA Internet Inc. to Report Q2, 2024 Results on Oct 30, 2023SAKURA Internet Inc. announced that they will report Q2, 2024 results on Oct 30, 2023Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,116, the stock trades at a trailing P/E ratio of 63x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 92% over the past three years.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥3.03 (vs JP¥3.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.03 (down from JP¥3.89 in 1Q 2023). Revenue: JP¥5.11b (up 2.8% from 1Q 2023). Net income: JP¥108.0m (down 24% from 1Q 2023). Profit margin: 2.1% (down from 2.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 29SAKURA Internet Inc. to Report Q1, 2024 Results on Jul 31, 2023SAKURA Internet Inc. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • Jun 18Full year 2023 earnings released: EPS: JP¥18.27 (vs JP¥7.54 in FY 2022)Full year 2023 results: EPS: JP¥18.27 (up from JP¥7.54 in FY 2022). Revenue: JP¥20.6b (up 3.0% from FY 2022). Net income: JP¥666.0m (up 142% from FY 2022). Profit margin: 3.2% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.New Risk • Jun 17New 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 8.8% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥856, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 34% over the past three years.Buying Opportunity • Jun 08Now 21% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be JP¥839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.Buying Opportunity • May 19Now 22% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥832, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.Buying Opportunity • May 02Now 23% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥841, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥18.27 (vs JP¥7.54 in FY 2022)Full year 2023 results: EPS: JP¥18.27 (up from JP¥7.54 in FY 2022). Revenue: JP¥20.6b (up 3.0% from FY 2022). Net income: JP¥666.0m (up 142% from FY 2022). Profit margin: 3.2% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥573, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 2.6% over the past three years.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥602, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 4.4% over the past three years.お知らせ • Feb 01SAKURA Internet Inc. (TSE:3778) announces an Equity Buyback for 1,200,000 shares, representing 3.28% for ¥600 million.SAKURA Internet Inc. (TSE:3778) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 3.28% of its total shares outstanding (excluding treasury shares), for a total of ¥600 million. The purpose of repurchase program is to improve capital efficiency, to enhance the shareholders returns and to use the shares for restricted stock compensation as an incentive for sustainable growth and for future mergers and acquisitions. The repurchase program is valid till November 30, 2023. As of December 31, 2022, the company had 36,605,056 shares outstanding (excluding treasury shares) and had 1,015,644 shares in treasury.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥4.64 (vs JP¥4.00 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.64 (up from JP¥4.00 in 3Q 2022). Revenue: JP¥5.05b (up 1.9% from 3Q 2022). Net income: JP¥170.0m (up 16% from 3Q 2022). Profit margin: 3.4% (up from 2.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jan 25SAKURA Internet Inc. to Report Q3, 2023 Results on Jan 31, 2023SAKURA Internet Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥2.87 (vs JP¥3.26 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥2.87 (up from JP¥3.26 loss in 2Q 2022). Revenue: JP¥5.03b (up 3.8% from 2Q 2022). Net income: JP¥105.0m (up JP¥224.0m from 2Q 2022). Profit margin: 2.1% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 05SAKURA Internet Inc. to Report Q2, 2023 Results on Oct 28, 2022SAKURA Internet Inc. announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥3.89 (vs JP¥1.37 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.89 (up from JP¥1.37 in 1Q 2022). Revenue: JP¥4.96b (up 3.0% from 1Q 2022). Net income: JP¥142.0m (up 184% from 1Q 2022). Profit margin: 2.9% (up from 1.0% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jun 29SAKURA Internet Inc. to Report Q1, 2023 Results on Jul 28, 2022SAKURA Internet Inc. announced that they will report Q1, 2023 results on Jul 28, 2022Reported Earnings • Jun 20Full year 2022 earnings released: EPS: JP¥7.54 (vs JP¥20.78 in FY 2021)Full year 2022 results: EPS: JP¥7.54 (down from JP¥20.78 in FY 2021). Revenue: JP¥20.0b (down 9.7% from FY 2021). Net income: JP¥275.0m (down 64% from FY 2021). Profit margin: 1.4% (down from 3.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥7.54 (vs JP¥20.78 in FY 2021)Full year 2022 results: EPS: JP¥7.54 (down from JP¥20.78 in FY 2021). Revenue: JP¥20.0b (down 9.7% from FY 2021). Net income: JP¥275.0m (down 64% from FY 2021). Profit margin: 1.4% (down from 3.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 07SAKURA Internet Inc. to Report Fiscal Year 2022 Results on Apr 27, 2022SAKURA Internet Inc. announced that they will report fiscal year 2022 results on Apr 27, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.5%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥4.00 (down from JP¥5.29 in 3Q 2021). Revenue: JP¥4.96b (down 6.6% from 3Q 2021). Net income: JP¥146.0m (down 24% from 3Q 2021). Profit margin: 2.9% (down from 3.6% in 3Q 2021). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 30SAKURA Internet Inc. to Report Q3, 2022 Results on Jan 31, 2022SAKURA Internet Inc. announced that they will report Q3, 2022 results on Jan 31, 2022株主還元3778JP ITJP 市場7D5.2%3.1%1.2%1Y-5.0%-6.4%42.1%株主還元を見る業界別リターン: 3778過去 1 年間で-6.4 % の収益を上げたJP IT業界を上回りました。リターン対市場: 3778は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 3778's price volatile compared to industry and market?3778 volatility3778 Average Weekly Movement11.3%IT Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.5%安定した株価: 3778の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 3778の weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1996997Kunihiro Tanakawww.sakura.ad.jpさくらインターネットは日本でクラウドコンピューティングサービスを提供。データセンターを運営。通信用ソフトウェアの開発、通信事業者向け通信システムの運用・コンサルティング、セキュリティコンサルティング・脆弱性診断、レンタルサーバー（vps）の企画・管理・運営・販売、災害・気象情報の分析・配信、Webデザイン・開発・設計・運営・企画・運営・販売、インターネットサービス事業、サービスインテグレーション事業、コンサルティング事業、バーチャルオフィス・シェアオフィス事業、システムインテグレーション事業、通信設備の賃貸・保守・管理、コンピュータハードウェア・ソフトウェア製品の開発・販売・レンタル・保守・管理などを行っている。同社は1996年に設立され、大阪に本社を置いている。もっと見るSAKURA Internet Inc. 基礎のまとめSAKURA Internet の収益と売上を時価総額と比較するとどうか。3778 基礎統計学時価総額JP¥116.59b収益（TTM）JP¥216.02m売上高(TTM)JP¥35.30b598.5xPER（株価収益率3.7xP/Sレシオ3778 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3778 損益計算書（TTM）収益JP¥35.30b売上原価JP¥27.35b売上総利益JP¥7.96bその他の費用JP¥7.74b収益JP¥216.02m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）5.40グロス・マージン22.54%純利益率0.61%有利子負債／自己資本比率70.1%3778 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0.2%現在の配当利回り93%配当性向3778 配当は確実ですか？3778 配当履歴とベンチマークを見る3778 、いつまでに購入すれば配当金を受け取れますか？SAKURA Internet 配当日配当落ち日Mar 30 2026配当支払日Jun 24 2026配当落ちまでの日数57 days配当支払日までの日数29 days3778 配当は確実ですか？3778 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 12:37終値2026/05/25 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SAKURA Internet Inc. 3 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。6 アナリスト機関null nullDaiwa Securities Co. Ltd.Kazuki TokunagaDaiwa Securities Co. Ltd.Kaname FujitaIchiyoshi Research Institute Inc.3 その他のアナリストを表示
Price Target Changed • May 13Price target decreased by 9.4% to JP¥4,352Down from JP¥4,802, the current price target is an average from 2 analysts. New target price is 40% above last closing price of JP¥3,115. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of JP¥26.00 for next year compared to JP¥5.40 last year.
Major Estimate Revision • May 05Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥48.2b to JP¥45.8b. EPS estimate also fell from JP¥36.32 per share to JP¥26.00 per share. Net income forecast to grow 382% next year vs 7.8% growth forecast for IT industry in Japan. Consensus price target of JP¥4,802 unchanged from last update. Share price fell 3.5% to JP¥3,065 over the past week.
分析記事 • May 04We Believe That SAKURA Internet's (TSE:3778) Weak Earnings Are A Good Indicator Of Underlying ProfitabilityInvestors were disappointed with SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings. We think that they may have more...
New Risk • Apr 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 121% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (121% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Apr 28Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥5.40 (down from JP¥75.22 in FY 2025). Revenue: JP¥35.3b (up 12% from FY 2025). Net income: JP¥216.0m (down 93% from FY 2025). Profit margin: 0.6% (down from 9.3% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 27SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026.
Price Target Changed • May 13Price target decreased by 9.4% to JP¥4,352Down from JP¥4,802, the current price target is an average from 2 analysts. New target price is 40% above last closing price of JP¥3,115. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of JP¥26.00 for next year compared to JP¥5.40 last year.
Major Estimate Revision • May 05Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥48.2b to JP¥45.8b. EPS estimate also fell from JP¥36.32 per share to JP¥26.00 per share. Net income forecast to grow 382% next year vs 7.8% growth forecast for IT industry in Japan. Consensus price target of JP¥4,802 unchanged from last update. Share price fell 3.5% to JP¥3,065 over the past week.
分析記事 • May 04We Believe That SAKURA Internet's (TSE:3778) Weak Earnings Are A Good Indicator Of Underlying ProfitabilityInvestors were disappointed with SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings. We think that they may have more...
New Risk • Apr 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 121% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (121% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Apr 28Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥5.40 (down from JP¥75.22 in FY 2025). Revenue: JP¥35.3b (up 12% from FY 2025). Net income: JP¥216.0m (down 93% from FY 2025). Profit margin: 0.6% (down from 9.3% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 27SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026.
お知らせ • Apr 21SAKURA Internet Inc. to Report Fiscal Year 2026 Results on Apr 27, 2026SAKURA Internet Inc. announced that they will report fiscal year 2026 results on Apr 27, 2026
Price Target Changed • Apr 15Price target increased by 22% to JP¥4,906Up from JP¥4,011, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,335. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of JP¥3.25 for next year compared to JP¥75.22 last year.
New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.2% net profit margin).
Board Change • Mar 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Full-Time Outside Independent Audit & Supervisory Board Member Yayoi Yamaguchi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥4.60 to JP¥3.25 per share. Revenue forecast steady at JP¥35.5b. Net income forecast to shrink 3.9% next year vs 7.4% growth forecast for IT industry in Japan . Consensus price target broadly unchanged at JP¥4,011. Share price fell 4.7% to JP¥2,845 over the past week.
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥2.40 to JP¥4.60. Revenue forecast steady at JP¥35.7b. Net income forecast to shrink 3.8% next year vs 11% growth forecast for IT industry in Japan . Consensus price target of JP¥2,939 unchanged from last update. Share price rose 7.1% to JP¥2,846 over the past week.
New Risk • Jan 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 7.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Dec 27SAKURA Internet Inc. to Report Q3, 2026 Results on Jan 30, 2026SAKURA Internet Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Dec 11At JP¥2,940, Is SAKURA Internet Inc. (TSE:3778) Worth Looking At Closely?While SAKURA Internet Inc. ( TSE:3778 ) might not have the largest market cap around , it saw significant share price...
Major Estimate Revision • Nov 05Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥36.2b to JP¥35.7b. Now expected to report a loss of JP¥0.20 per share instead of JP¥5.00 per share profit previously forecast. IT industry in Japan expected to see average net income growth of 11% next year. Consensus price target of JP¥2,886 unchanged from last update. Share price was steady at JP¥3,305 over the past week.
分析記事 • Nov 02SAKURA Internet Inc. (TSE:3778) Just Reported Earnings, And Analysts Cut Their Target PriceLast week saw the newest half-yearly earnings release from SAKURA Internet Inc. ( TSE:3778 ), an important milestone in...
Reported Earnings • Oct 30Second quarter 2026 earnings released: JP¥7.54 loss per share (vs JP¥16.70 profit in 2Q 2025)Second quarter 2026 results: JP¥7.54 loss per share (down from JP¥16.70 profit in 2Q 2025). Revenue: JP¥8.14b (up 11% from 2Q 2025). Net loss: JP¥301.6m (down 145% from profit in 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Oct 30Dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%.
分析記事 • Oct 08SAKURA Internet (TSE:3778) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Oct 04Consensus EPS estimates fall by 92%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥35.5b to JP¥36.2b. EPS estimate fell from JP¥65.25 to JP¥5.00 per share. Net income forecast to shrink 86% next year vs 12% growth forecast for IT industry in Japan . Consensus price target of JP¥2,886 unchanged from last update. Share price fell 9.3% to JP¥3,085 over the past week.
分析記事 • Sep 21Investors Appear Satisfied With SAKURA Internet Inc.'s (TSE:3778) Prospects As Shares Rocket 27%SAKURA Internet Inc. ( TSE:3778 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥3,685, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 600% over the past three years.
分析記事 • Sep 18SAKURA Internet (TSE:3778) Is Looking To Continue Growing Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
お知らせ • Sep 02SAKURA Internet Inc. to Report Q2, 2026 Results on Oct 28, 2025SAKURA Internet Inc. announced that they will report Q2, 2026 results on Oct 28, 2025
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,940, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 401% over the past three years.
分析記事 • Aug 04What You Can Learn From SAKURA Internet Inc.'s (TSE:3778) P/E After Its 28% Share Price CrashSAKURA Internet Inc. ( TSE:3778 ) shares have had a horrible month, losing 28% after a relatively good period...
Reported Earnings • Jul 30First quarter 2026 earnings released: JP¥8.10 loss per share (vs JP¥1.15 profit in 1Q 2025)First quarter 2026 results: JP¥8.10 loss per share (down from JP¥1.15 profit in 1Q 2025). Revenue: JP¥7.49b (up 26% from 1Q 2025). Net loss: JP¥324.0m (down JP¥365.7m from profit in 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 09Does SAKURA Internet (TSE:3778) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jun 23SAKURA Internet's (TSE:3778) Earnings Aren't As Good As They AppearSAKURA Internet Inc. ( TSE:3778 ) recently released a strong earnings report, and the market responded by raising the...
Reported Earnings • Jun 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥75.22 (up from JP¥18.24 in FY 2024). Revenue: JP¥31.4b (up 44% from FY 2024). Net income: JP¥2.94b (up 351% from FY 2024). Profit margin: 9.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 20SAKURA Internet Inc. Announces Executive and Board Appointments, Effective as of June 20, 2025With respect to personnel relationships, SAKURA Internet Inc. has appointed the following individuals from Sojitz Corporation: Ms. Tomomi Arakawa, Director, Executive Vice President, Chief Digital Officer, Chief announced Ms. Tomomi Arakawa, Director, Executive Vice President, Chief Digital Officer, Chief Information Officer, and Head of Digital Transformation Headquarters. Reason for Appointment: To strengthen the supervisory function of our Board of Directors and enhance collaboration with Sojitz Group. Mr. Tatsuya Morita, Senior Executive Officer, Chief Compliance Officer, Chief Information Security Officer, and Head of Legal and Internal Control Division, as Outside Directors. Reason for Appointment: To strengthen the supervisory function of our Board of Directors and enhance collaboration with Sojitz Group. Mr. Tomoyuki Hirose, Deputy Head of the Consumer Industry & Agribusiness Division, as an Outside Audit & Supervisory Board Member. To strengthen the supervisory function of our Audit & Supervisory Board and enhance collaboration with Sojitz Group. Effective as of June 20, 2025.
分析記事 • Jun 18Investors Appear Satisfied With SAKURA Internet Inc.'s (TSE:3778) Prospects As Shares Rocket 26%SAKURA Internet Inc. ( TSE:3778 ) shares have had a really impressive month, gaining 26% after a shaky period...
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,040, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 629% over the past three years.
お知らせ • Jun 03SAKURA Internet Inc. to Report Q1, 2026 Results on Jul 28, 2025SAKURA Internet Inc. announced that they will report Q1, 2026 results on Jul 28, 2025
分析記事 • May 22Does SAKURA Internet (TSE:3778) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Apr 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥75.22 (up from JP¥18.24 in FY 2024). Revenue: JP¥31.4b (up 44% from FY 2024). Net income: JP¥2.94b (up 351% from FY 2024). Profit margin: 9.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 28SAKURA Internet Inc., Annual General Meeting, Jun 20, 2025SAKURA Internet Inc., Annual General Meeting, Jun 20, 2025.
Board Change • Apr 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Independent Outside Director Tomomi Arakawa was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
New Risk • Apr 08New 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 8.6% 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 • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥2,859, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 424% over the past three years.
分析記事 • Apr 03The Return Trends At SAKURA Internet (TSE:3778) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.4%).
分析記事 • Mar 18SAKURA Internet Inc.'s (TSE:3778) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in the IT industry in Japan have price-to-sales ratios (or "P/S") below 1.1x, you may...
お知らせ • Mar 08SAKURA Internet Inc. to Report Fiscal Year 2025 Results on Apr 28, 2025SAKURA Internet Inc. announced that they will report fiscal year 2025 results on Apr 28, 2025
分析記事 • Feb 18Should You Be Adding SAKURA Internet (TSE:3778) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥23.30 (vs JP¥3.61 in 3Q 2024)Third quarter 2025 results: EPS: JP¥23.30 (up from JP¥3.61 in 3Q 2024). Revenue: JP¥8.13b (up 53% from 3Q 2024). Net income: JP¥932.0m (up JP¥803.0m from 3Q 2024). Profit margin: 12% (up from 2.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 110% per year, which means it is tracking significantly ahead of earnings growth.
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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).
お知らせ • Dec 21SAKURA Internet Inc. to Report Q3, 2025 Results on Jan 31, 2025SAKURA Internet Inc. announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Nov 18Shareholders In SAKURA Internet (TSE:3778) Should Look Beyond Earnings For The Full StorySAKURA Internet Inc.'s ( TSE:3778 ) stock rose after it released a robust earnings report. While the headline numbers...
分析記事 • Nov 11After Leaping 35% SAKURA Internet Inc. (TSE:3778) Shares Are Not Flying Under The RadarDespite an already strong run, SAKURA Internet Inc. ( TSE:3778 ) shares have been powering on, with a gain of 35% in...
お知らせ • Oct 30SAKURA Internet Inc. Provides Cash Dividend Guidance for the Year Ending March 31, 2025SAKURA Internet Inc. provided cash dividend guidance for the year ending March 31, 2025. For the year, the company expects to pay dividend of JPY 4.00 per share against JPY 3.50 per share a year ago.
Declared Dividend • Oct 30Dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 0.08%, which is lower than the industry average of 1.4%.
Reported Earnings • Oct 29Second quarter 2025 earnings released: EPS: JP¥16.70 (vs JP¥1.88 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.70 (up from JP¥1.88 in 2Q 2024). Revenue: JP¥7.34b (up 40% from 2Q 2024). Net income: JP¥668.3m (up JP¥601.3m from 2Q 2024). Profit margin: 9.1% (up from 1.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 104% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 28SAKURA Internet Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025SAKURA Internet Inc. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 29,000 million, operating profit of JPY 2,600 million, profit attributable to owners of parent of JPY 1,550 million or JPY 39.71 per share.
分析記事 • Sep 20Here's Why SAKURA Internet (TSE:3778) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Sep 02Revenues Not Telling The Story For SAKURA Internet Inc. (TSE:3778) After Shares Rise 33%Those holding SAKURA Internet Inc. ( TSE:3778 ) shares would be relieved that the share price has rebounded 33% in the...
お知らせ • Aug 27SAKURA Internet Inc. to Report Q2, 2025 Results on Oct 28, 2024SAKURA Internet Inc. announced that they will report Q2, 2025 results on Oct 28, 2024
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥1.13 (vs JP¥3.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.13 (down from JP¥3.03 in 1Q 2024). Revenue: JP¥5.94b (up 16% from 1Q 2024). Net income: JP¥41.0m (down 62% from 1Q 2024). Profit margin: 0.7% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 18Risks To Shareholder Returns Are Elevated At These Prices For SAKURA Internet Inc. (TSE:3778)When close to half the companies in the IT industry in Japan have price-to-sales ratios (or "P/S") below 1.2x, you may...
分析記事 • Jun 17SAKURA Internet (TSE:3778) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 03SAKURA Internet's (TSE:3778) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings report having lackluster headline numbers, the market...
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥18.24 (vs JP¥18.27 in FY 2023)Full year 2024 results: EPS: JP¥18.24 (down from JP¥18.27 in FY 2023). Revenue: JP¥21.8b (up 5.8% from FY 2023). Net income: JP¥651.0m (down 2.3% from FY 2023). Profit margin: 3.0% (down from 3.2% in FY 2023). The decrease in margin was driven by higher expenses. 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 104% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 29SAKURA Internet Inc., Annual General Meeting, Jun 25, 2024SAKURA Internet Inc., Annual General Meeting, Jun 25, 2024.
分析記事 • Apr 17More Unpleasant Surprises Could Be In Store For SAKURA Internet Inc.'s (TSE:3778) Shares After Tumbling 28%The SAKURA Internet Inc. ( TSE:3778 ) share price has softened a substantial 28% over the previous 30 days, handing...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. The company last paid an ordinary dividend in July 2015. The average dividend yield among industry peers is 1.4%.
お知らせ • Mar 02SAKURA Internet Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024SAKURA Internet Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024
分析記事 • Feb 26SAKURA Internet Inc.'s (TSE:3778) 46% Price Boost Is Out Of Tune With RevenuesSAKURA Internet Inc. ( TSE:3778 ) shares have continued their recent momentum with a 46% gain in the last month alone...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥3.61 (vs JP¥4.64 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.61 (down from JP¥4.64 in 3Q 2023). Revenue: JP¥5.32b (up 5.2% from 3Q 2023). Net income: JP¥129.0m (down 24% from 3Q 2023). Profit margin: 2.4% (down from 3.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 26SAKURA Internet Inc. to Report Q3, 2024 Results on Jan 31, 2024SAKURA Internet Inc. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥1.88 (vs JP¥2.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.88 (down from JP¥2.87 in 2Q 2023). Revenue: JP¥5.24b (up 4.2% from 2Q 2023). Net income: JP¥67.0m (down 36% from 2Q 2023). Profit margin: 1.3% (down from 2.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Aug 31SAKURA Internet Inc. to Report Q2, 2024 Results on Oct 30, 2023SAKURA Internet Inc. announced that they will report Q2, 2024 results on Oct 30, 2023
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,116, the stock trades at a trailing P/E ratio of 63x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 92% over the past three years.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥3.03 (vs JP¥3.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.03 (down from JP¥3.89 in 1Q 2023). Revenue: JP¥5.11b (up 2.8% from 1Q 2023). Net income: JP¥108.0m (down 24% from 1Q 2023). Profit margin: 2.1% (down from 2.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 29SAKURA Internet Inc. to Report Q1, 2024 Results on Jul 31, 2023SAKURA Internet Inc. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • Jun 18Full year 2023 earnings released: EPS: JP¥18.27 (vs JP¥7.54 in FY 2022)Full year 2023 results: EPS: JP¥18.27 (up from JP¥7.54 in FY 2022). Revenue: JP¥20.6b (up 3.0% from FY 2022). Net income: JP¥666.0m (up 142% from FY 2022). Profit margin: 3.2% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 17New 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 8.8% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥856, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 34% over the past three years.
Buying Opportunity • Jun 08Now 21% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be JP¥839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.
Buying Opportunity • May 19Now 22% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥832, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.
Buying Opportunity • May 02Now 23% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥841, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥18.27 (vs JP¥7.54 in FY 2022)Full year 2023 results: EPS: JP¥18.27 (up from JP¥7.54 in FY 2022). Revenue: JP¥20.6b (up 3.0% from FY 2022). Net income: JP¥666.0m (up 142% from FY 2022). Profit margin: 3.2% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥573, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 2.6% over the past three years.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥602, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 4.4% over the past three years.
お知らせ • Feb 01SAKURA Internet Inc. (TSE:3778) announces an Equity Buyback for 1,200,000 shares, representing 3.28% for ¥600 million.SAKURA Internet Inc. (TSE:3778) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 3.28% of its total shares outstanding (excluding treasury shares), for a total of ¥600 million. The purpose of repurchase program is to improve capital efficiency, to enhance the shareholders returns and to use the shares for restricted stock compensation as an incentive for sustainable growth and for future mergers and acquisitions. The repurchase program is valid till November 30, 2023. As of December 31, 2022, the company had 36,605,056 shares outstanding (excluding treasury shares) and had 1,015,644 shares in treasury.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥4.64 (vs JP¥4.00 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.64 (up from JP¥4.00 in 3Q 2022). Revenue: JP¥5.05b (up 1.9% from 3Q 2022). Net income: JP¥170.0m (up 16% from 3Q 2022). Profit margin: 3.4% (up from 2.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jan 25SAKURA Internet Inc. to Report Q3, 2023 Results on Jan 31, 2023SAKURA Internet Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥2.87 (vs JP¥3.26 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥2.87 (up from JP¥3.26 loss in 2Q 2022). Revenue: JP¥5.03b (up 3.8% from 2Q 2022). Net income: JP¥105.0m (up JP¥224.0m from 2Q 2022). Profit margin: 2.1% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 05SAKURA Internet Inc. to Report Q2, 2023 Results on Oct 28, 2022SAKURA Internet Inc. announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥3.89 (vs JP¥1.37 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.89 (up from JP¥1.37 in 1Q 2022). Revenue: JP¥4.96b (up 3.0% from 1Q 2022). Net income: JP¥142.0m (up 184% from 1Q 2022). Profit margin: 2.9% (up from 1.0% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jun 29SAKURA Internet Inc. to Report Q1, 2023 Results on Jul 28, 2022SAKURA Internet Inc. announced that they will report Q1, 2023 results on Jul 28, 2022
Reported Earnings • Jun 20Full year 2022 earnings released: EPS: JP¥7.54 (vs JP¥20.78 in FY 2021)Full year 2022 results: EPS: JP¥7.54 (down from JP¥20.78 in FY 2021). Revenue: JP¥20.0b (down 9.7% from FY 2021). Net income: JP¥275.0m (down 64% from FY 2021). Profit margin: 1.4% (down from 3.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥7.54 (vs JP¥20.78 in FY 2021)Full year 2022 results: EPS: JP¥7.54 (down from JP¥20.78 in FY 2021). Revenue: JP¥20.0b (down 9.7% from FY 2021). Net income: JP¥275.0m (down 64% from FY 2021). Profit margin: 1.4% (down from 3.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 07SAKURA Internet Inc. to Report Fiscal Year 2022 Results on Apr 27, 2022SAKURA Internet Inc. announced that they will report fiscal year 2022 results on Apr 27, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.5%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥4.00 (down from JP¥5.29 in 3Q 2021). Revenue: JP¥4.96b (down 6.6% from 3Q 2021). Net income: JP¥146.0m (down 24% from 3Q 2021). Profit margin: 2.9% (down from 3.6% in 3Q 2021). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 30SAKURA Internet Inc. to Report Q3, 2022 Results on Jan 31, 2022SAKURA Internet Inc. announced that they will report Q3, 2022 results on Jan 31, 2022
