View ValuationULS Group 将来の成長Future 基準チェック /46ULS Group利益と収益がそれぞれ年間21.2%と16%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.6% 20.7%なると予測されています。主要情報21.2%収益成長率20.69%EPS成長率IT 収益成長10.6%収益成長率16.0%将来の株主資本利益率19.55%アナリストカバレッジLow最終更新日04 Mar 2026今後の成長に関する最新情報Major Estimate Revision • Dec 04Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥16.5b to JP¥16.1b. EPS estimate also fell from JP¥37.01 per share to JP¥31.30 per share. Net income forecast to grow 19% next year vs 14% growth forecast for IT industry in Japan. Consensus price target down from JP¥920 to JP¥720. Share price fell 4.8% to JP¥560 over the past week.Price Target Changed • Sep 08Price target decreased to JP¥6,200Down from JP¥7,000, the current price target is provided by 1 analyst. New target price is 84% above last closing price of JP¥3,365. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥178 last year.すべての更新を表示Recent updatesお知らせ • May 13ULS Group, Inc., Annual General Meeting, Jun 25, 2026ULS Group, Inc., Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.10 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥11.64 (vs JP¥8.89 in 3Q 2025)Third quarter 2026 results: EPS: JP¥11.64 (up from JP¥8.89 in 3Q 2025). Revenue: JP¥4.42b (up 33% from 3Q 2025). Net income: JP¥658.0m (up 35% from 3Q 2025). Profit margin: 15% (in line with 3Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.Buy Or Sell Opportunity • Jan 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥608. The fair value is estimated to be JP¥760, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.分析記事 • Jan 05ULS Group, Inc.'s (TSE:3798) P/E Is Still On The Mark Following 27% Share Price BounceULS Group, Inc. ( TSE:3798 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥639, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 103% over the past three years.Buy Or Sell Opportunity • Dec 18Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to JP¥583. The fair value is estimated to be JP¥746, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.Major Estimate Revision • Dec 04Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥16.5b to JP¥16.1b. EPS estimate also fell from JP¥37.01 per share to JP¥31.30 per share. Net income forecast to grow 19% next year vs 14% growth forecast for IT industry in Japan. Consensus price target down from JP¥920 to JP¥720. Share price fell 4.8% to JP¥560 over the past week.お知らせ • Dec 02ULS Group, Inc. to Report Q3, 2026 Results on Feb 13, 2026ULS Group, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Nov 20More Unpleasant Surprises Could Be In Store For ULS Group, Inc.'s (TSE:3798) Shares After Tumbling 25%ULS Group, Inc. ( TSE:3798 ) shareholders won't be pleased to see that the share price has had a very rough month...Valuation Update With 7 Day Price Move • Nov 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥581, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 77% over the past three years.分析記事 • Nov 17ULS Group's (TSE:3798) Profits Appear To Have Quality IssuesThe market shrugged off ULS Group, Inc.'s ( TSE:3798 ) solid earnings report. We think that investors might be worried...分析記事 • Nov 10ULS Group (TSE:3798) Looks To Prolong Its Impressive ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Buy Or Sell Opportunity • Nov 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥661. The fair value is estimated to be JP¥831, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 64% in the next 2 years.Reported Earnings • Nov 08Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: JP¥4.09b (up 24% from 2Q 2025). Net income: JP¥383.0m (down 12% from 2Q 2025). Profit margin: 9.4% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% 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 27% per year whereas the company’s share price has increased by 31% per year.New Risk • Oct 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Oct 08Here's Why ULS Group (TSE:3798) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...New Risk • Sep 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 261% Dividend yield: 9.2% 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. This is currently the only risk that has been identified for the company.お知らせ • Sep 04ULS Group, Inc. to Report Q2, 2026 Results on Nov 07, 2025ULS Group, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥106 (vs JP¥85.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥106 (up from JP¥85.26 in 1Q 2025). Revenue: JP¥3.80b (up 33% from 1Q 2025). Net income: JP¥582.0m (up 24% from 1Q 2025). Profit margin: 15% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 15% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 18ULS Group, Inc. to Report Q1, 2026 Results on Aug 08, 2025ULS Group, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025Buy Or Sell Opportunity • Jun 17Now 20% undervaluedOver the last 90 days, the stock has risen 32% to JP¥6,510. The fair value is estimated to be JP¥8,151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • May 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥297 (up from JP¥206 in FY 2024). Revenue: JP¥13.2b (up 27% from FY 2024). Net income: JP¥1.64b (up 45% from FY 2024). Profit margin: 12% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.9%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09ULS Group, Inc., Annual General Meeting, Jun 25, 2025ULS Group, Inc., Annual General Meeting, Jun 25, 2025.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥4,105, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 11% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.4%).お知らせ • Mar 06ULS Group, Inc. to Report Fiscal Year 2025 Results on May 09, 2025ULS Group, Inc. announced that they will report fiscal year 2025 results on May 09, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥88.89 (vs JP¥75.62 in 3Q 2024)Third quarter 2025 results: EPS: JP¥88.89 (up from JP¥75.62 in 3Q 2024). Revenue: JP¥3.32b (up 24% from 3Q 2024). Net income: JP¥489.0m (up 18% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue is forecast to grow 21% 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 10% per year whereas the company’s share price has increased by 11% per year.Buy Or Sell Opportunity • Jan 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to JP¥4,970. The fair value is estimated to be JP¥6,216, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jan 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.1% to JP¥4,980. The fair value is estimated to be JP¥6,231, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.New Risk • Dec 16New 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. This is currently the only risk that has been identified for the company.分析記事 • Dec 12ULS Group (TSE:3798) Is Reinvesting To Multiply In ValueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...お知らせ • Dec 03ULS Group, Inc. to Report Q3, 2025 Results on Feb 07, 2025ULS Group, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025Buy Or Sell Opportunity • Dec 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥5,160. The fair value is estimated to be JP¥6,490, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 50% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.Buy Or Sell Opportunity • Nov 12Now 22% undervaluedOver the last 90 days, the stock has risen 5.5% to JP¥5,520. The fair value is estimated to be JP¥7,076, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥78.71 (vs JP¥29.67 in 2Q 2024)Second quarter 2025 results: EPS: JP¥78.71 (up from JP¥29.67 in 2Q 2024). Revenue: JP¥3.31b (up 35% from 2Q 2024). Net income: JP¥433.0m (up 166% from 2Q 2024). Profit margin: 13% (up from 6.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.New Risk • Nov 07New 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 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Sep 05ULS Group, Inc. to Report Q2, 2025 Results on Nov 08, 2024ULS Group, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥85.26 (vs JP¥66.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥85.26 (up from JP¥66.81 in 1Q 2024). Revenue: JP¥2.85b (up 20% from 1Q 2024). Net income: JP¥469.0m (up 28% from 1Q 2024). Profit margin: 17% (up from 15% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% 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 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Aug 06Here's What ULS Group's (TSE:3798) Strong Returns On Capital MeanWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥4,200, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 4.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,485 per share.New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Jun 29ULS Group, Inc. (TSE:3798) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableULS Group, Inc. ( TSE:3798 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...お知らせ • Jun 20ULS Group, Inc. to Report Q1, 2025 Results on Aug 09, 2024ULS Group, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥206 (down from JP¥224 in FY 2023). Revenue: JP¥10.4b (up 22% from FY 2023). Net income: JP¥1.13b (down 8.3% from FY 2023). Profit margin: 11% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.2%. Revenue is forecast to grow 17% 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 7% per year whereas the company’s share price has increased by 12% per year.お知らせ • May 12ULS Group, Inc., Annual General Meeting, Jun 25, 2024ULS Group, Inc., Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).お知らせ • Mar 14ULS Group, Inc. to Report Fiscal Year 2024 Results on May 10, 2024ULS Group, Inc. announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥75.62 (vs JP¥73.22 in 3Q 2023)Third quarter 2024 results: EPS: JP¥75.62 (up from JP¥73.22 in 3Q 2023). Revenue: JP¥2.67b (up 22% from 3Q 2023). Net income: JP¥416.0m (up 4.0% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% 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 10% per year whereas the company’s share price has increased by 8% per year.お知らせ • Dec 20ULS Group, Inc. to Report Q3, 2024 Results on Feb 09, 2024ULS Group, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 13New 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 Risk Profit margins are more than 30% lower than last year (11% net profit margin).Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥29.67 (vs JP¥60.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.67 (down from JP¥60.30 in 2Q 2023). Revenue: JP¥2.46b (up 13% from 2Q 2023). Net income: JP¥163.0m (down 51% from 2Q 2023). Profit margin: 6.6% (down from 15% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 21ULS Group, Inc. to Report Q2, 2024 Results on Nov 10, 2023ULS Group, Inc. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥66.81 (vs JP¥77.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥66.81 (down from JP¥77.87 in 1Q 2023). Revenue: JP¥2.38b (up 30% from 1Q 2023). Net income: JP¥367.0m (down 15% from 1Q 2023). Profit margin: 15% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 25Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥4,662, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.お知らせ • Jun 23ULS Group, Inc. to Report Q1, 2024 Results on Aug 10, 2023ULS Group, Inc. announced that they will report Q1, 2024 results on Aug 10, 2023New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥3,500, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 24% over the past three years.Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥224 (up from JP¥178 in FY 2022). Revenue: JP¥8.52b (up 16% from FY 2022). Net income: JP¥1.23b (up 24% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥43.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥73.22 (vs JP¥66.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥73.22 (up from JP¥66.26 in 3Q 2022). Revenue: JP¥2.19b (up 13% from 3Q 2022). Net income: JP¥400.0m (up 7.8% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 22ULS Group, Inc. to Report Q3, 2023 Results on Feb 10, 2023ULS Group, Inc. announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. No independent directors (5 non-independent directors). Full-Time Auditor Kazuhiro Baba was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥60.30 (vs JP¥38.22 in 2Q 2022)Second quarter 2023 results: EPS: JP¥60.30 (up from JP¥38.22 in 2Q 2022). Revenue: JP¥2.18b (up 18% from 2Q 2022). Net income: JP¥329.0m (up 54% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 15ULS Group, Inc. to Report Q2, 2023 Results on Nov 11, 2022ULS Group, Inc. announced that they will report Q2, 2023 results on Nov 11, 2022Price Target Changed • Sep 08Price target decreased to JP¥6,200Down from JP¥7,000, the current price target is provided by 1 analyst. New target price is 84% above last closing price of JP¥3,365. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥178 last year.Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥77.87 (vs JP¥59.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥77.87 (up from JP¥59.30 in 1Q 2022). Revenue: JP¥1.83b (up 11% from 1Q 2022). Net income: JP¥434.0m (up 31% from 1Q 2022). Profit margin: 24% (up from 20% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.お知らせ • Jun 15ULS Group, Inc. to Report Q1, 2023 Results on Aug 10, 2022ULS Group, Inc. announced that they will report Q1, 2023 results on Aug 10, 2022Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥3,170, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 58% over the past three years.Reported Earnings • May 19Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥178 (up from JP¥159 in FY 2021). Revenue: JP¥7.37b (up 2.4% from FY 2021). Net income: JP¥998.0m (up 12% from FY 2021). Profit margin: 14% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.8%. Earnings per share (EPS) also missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 24%, compared to a 8.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.お知らせ • May 15ULS Group, Inc., Annual General Meeting, Jun 29, 2022ULS Group, Inc., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. No independent directors (4 non-independent directors). Full-Time Auditor Kazuhiro Baba was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 07ULS Group, Inc. to Report Fiscal Year 2022 Results on May 13, 2022ULS Group, Inc. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.5%).Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥66.26 (up from JP¥49.50 in 3Q 2021). Revenue: JP¥1.94b (up 19% from 3Q 2021). Net income: JP¥371.0m (up 34% from 3Q 2021). Profit margin: 19% (up from 17% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 14%, compared to a 7.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥4,065, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the IT industry in Japan. Total returns to shareholders of 133% over the past three years.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥38.22 (vs JP¥38.08 in 2Q 2021)The company reported a solid second quarter result with improved revenues, although earnings and profit margins were flat. Second quarter 2022 results: Revenue: JP¥1.84b (up 6.4% from 2Q 2021). Net income: JP¥214.0m (flat on 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 18First quarter 2022 earnings released: EPS JP¥59.30 (vs JP¥47.49 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.65b (up 12% from 1Q 2021). Net income: JP¥332.0m (up 25% from 1Q 2021). Profit margin: 20% (up from 18% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥4,710, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the IT industry in Japan. Total returns to shareholders of 104% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,925 per share.Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 29% share price gain to JP¥3,755, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 24x in the IT industry in Japan. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,525 per share.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥159 (vs JP¥129 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥7.19b (up 13% from FY 2020). Net income: JP¥891.0m (up 21% from FY 2020). Profit margin: 12% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥29.00 Per ShareWill be paid on the 29th of June to those who are registered shareholders by the 30th of March. The trailing yield of 0.9% is below the top quartile of Japanese dividend payers (2.7%), and is lower than industry peers (1.3%).お知らせ • Mar 12ULS Group, Inc. to Report Fiscal Year 2021 Results on May 14, 2021ULS Group, Inc. announced that they will report fiscal year 2021 results on May 14, 2021分析記事 • Mar 07Do Insiders Own Lots Of Shares In ULS Group, Inc. (TYO:3798)?A look at the shareholders of ULS Group, Inc. ( TYO:3798 ) can tell us which group is most powerful. Insiders often own...Is New 90 Day High Low • Mar 02New 90-day low: JP¥3,100The company is down 21% from its price of JP¥3,920 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is flat over the same period.分析記事 • Feb 16Why ULS Group, Inc. (TYO:3798) Should Be In Your Dividend PortfolioIs ULS Group, Inc. ( TYO:3798 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Is New 90 Day High Low • Feb 08New 90-day low: JP¥3,405The company is down 12% from its price of JP¥3,860 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 4.0% over the same period.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥49.50 (vs JP¥52.09 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥1.63b (up 8.7% from 3Q 2020). Net income: JP¥277.0m (down 7.4% from 3Q 2020). Profit margin: 17% (down from 20% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 24%. Over the next year, revenue is forecast to grow 15%, compared to a 8.6% growth forecast for the IT industry in Japan.分析記事 • Jan 29Will Weakness in ULS Group, Inc.'s (TYO:3798) Stock Prove Temporary Given Strong Fundamentals?ULS Group (TYO:3798) has had a rough three months with its share price down 4.1%. However, a closer look at its sound...分析記事 • Jan 11The Underlying Trends At ULS Group (TYO:3798) Look StrongIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Dec 24Did You Participate In Any Of ULS Group's (TYO:3798) Fantastic 251% Return ?While ULS Group, Inc. ( TYO:3798 ) shareholders are probably generally happy, the stock hasn't had particularly good...お知らせ • Dec 19ULS Group, Inc. to Report Q3, 2021 Results on Feb 05, 2021ULS Group, Inc. announced that they will report Q3, 2021 results on Feb 05, 2021業績と収益の成長予測TSE:3798 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202822,6612,9342,274N/A13/31/202718,9822,3701,932N/A13/31/202616,3381,9171,667N/A112/31/202516,0411,867N/AN/AN/A9/30/202514,9401,6987111,079N/A6/30/202514,1561,748N/AN/AN/A3/31/202513,2031,6351,4971,587N/A12/31/202412,3501,576N/AN/AN/A9/30/202411,7021,5031,1671,233N/A6/30/202410,8551,233N/AN/AN/A3/31/202410,3821,131692756N/A12/31/20239,8241,016N/AN/AN/A9/30/20239,3451,0008921,017N/A6/30/20239,0621,166N/AN/AN/A3/31/20238,5151,233685837N/A12/31/20228,1311,244N/AN/AN/A9/30/20227,8811,215851909N/A6/30/20227,5441,100N/AN/AN/A3/31/20227,367998508568N/A12/31/20217,7921,052N/AN/AN/A9/30/20217,483958755819N/A6/30/20217,372957N/AN/AN/A3/31/20217,1918911,0061,063N/A12/31/20206,892783N/AN/AN/A9/30/20206,761805782814N/A6/30/20206,553760N/AN/AN/A3/31/20206,387738875883N/A12/31/20196,409853N/AN/AN/A9/30/20196,119753N/A879N/A6/30/20196,127772N/AN/AN/A3/31/20195,830697N/A882N/A12/31/20185,743700N/AN/AN/A9/30/20185,504677N/A694N/A6/30/20185,243587N/AN/AN/A3/31/20185,085555N/A971N/A12/31/20175,054590N/AN/AN/A9/30/20174,931535N/A580N/A6/30/20174,842572N/AN/AN/A3/31/20174,677539N/A486N/A12/31/20164,866472N/AN/AN/A9/30/20164,858440N/A436N/A6/30/20164,779422N/AN/AN/A3/31/20164,866458N/A-169N/A12/31/20154,210365N/AN/AN/A9/30/20154,249406N/A517N/A6/30/20154,310458N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3798の予測収益成長率 (年間21.2% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 3798の収益 ( 21.2% ) はJP市場 ( 10.2% ) よりも速いペースで成長すると予測されています。高成長収益: 3798の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 3798の収益 ( 16% ) JP市場 ( 6.1% ) よりも速いペースで成長すると予測されています。高い収益成長: 3798の収益 ( 16% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3798の 自己資本利益率 は、3年後には低くなると予測されています ( 19.6 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/14 03:12終値2026/05/14 00:00収益2025/12/31年間収益2025/03/31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ULS Group, 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Masasuke AshizawaOkasan Securities Co. Ltd.
Major Estimate Revision • Dec 04Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥16.5b to JP¥16.1b. EPS estimate also fell from JP¥37.01 per share to JP¥31.30 per share. Net income forecast to grow 19% next year vs 14% growth forecast for IT industry in Japan. Consensus price target down from JP¥920 to JP¥720. Share price fell 4.8% to JP¥560 over the past week.
Price Target Changed • Sep 08Price target decreased to JP¥6,200Down from JP¥7,000, the current price target is provided by 1 analyst. New target price is 84% above last closing price of JP¥3,365. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥178 last year.
お知らせ • May 13ULS Group, Inc., Annual General Meeting, Jun 25, 2026ULS Group, Inc., Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.10 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥11.64 (vs JP¥8.89 in 3Q 2025)Third quarter 2026 results: EPS: JP¥11.64 (up from JP¥8.89 in 3Q 2025). Revenue: JP¥4.42b (up 33% from 3Q 2025). Net income: JP¥658.0m (up 35% from 3Q 2025). Profit margin: 15% (in line with 3Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.
Buy Or Sell Opportunity • Jan 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥608. The fair value is estimated to be JP¥760, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
分析記事 • Jan 05ULS Group, Inc.'s (TSE:3798) P/E Is Still On The Mark Following 27% Share Price BounceULS Group, Inc. ( TSE:3798 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥639, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 103% over the past three years.
Buy Or Sell Opportunity • Dec 18Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to JP¥583. The fair value is estimated to be JP¥746, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
Major Estimate Revision • Dec 04Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥16.5b to JP¥16.1b. EPS estimate also fell from JP¥37.01 per share to JP¥31.30 per share. Net income forecast to grow 19% next year vs 14% growth forecast for IT industry in Japan. Consensus price target down from JP¥920 to JP¥720. Share price fell 4.8% to JP¥560 over the past week.
お知らせ • Dec 02ULS Group, Inc. to Report Q3, 2026 Results on Feb 13, 2026ULS Group, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Nov 20More Unpleasant Surprises Could Be In Store For ULS Group, Inc.'s (TSE:3798) Shares After Tumbling 25%ULS Group, Inc. ( TSE:3798 ) shareholders won't be pleased to see that the share price has had a very rough month...
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥581, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 77% over the past three years.
分析記事 • Nov 17ULS Group's (TSE:3798) Profits Appear To Have Quality IssuesThe market shrugged off ULS Group, Inc.'s ( TSE:3798 ) solid earnings report. We think that investors might be worried...
分析記事 • Nov 10ULS Group (TSE:3798) Looks To Prolong Its Impressive ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Buy Or Sell Opportunity • Nov 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥661. The fair value is estimated to be JP¥831, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 64% in the next 2 years.
Reported Earnings • Nov 08Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: JP¥4.09b (up 24% from 2Q 2025). Net income: JP¥383.0m (down 12% from 2Q 2025). Profit margin: 9.4% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% 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 27% per year whereas the company’s share price has increased by 31% per year.
New Risk • Oct 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Oct 08Here's Why ULS Group (TSE:3798) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
New Risk • Sep 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 261% Dividend yield: 9.2% 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. This is currently the only risk that has been identified for the company.
お知らせ • Sep 04ULS Group, Inc. to Report Q2, 2026 Results on Nov 07, 2025ULS Group, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥106 (vs JP¥85.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥106 (up from JP¥85.26 in 1Q 2025). Revenue: JP¥3.80b (up 33% from 1Q 2025). Net income: JP¥582.0m (up 24% from 1Q 2025). Profit margin: 15% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 15% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 18ULS Group, Inc. to Report Q1, 2026 Results on Aug 08, 2025ULS Group, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025
Buy Or Sell Opportunity • Jun 17Now 20% undervaluedOver the last 90 days, the stock has risen 32% to JP¥6,510. The fair value is estimated to be JP¥8,151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • May 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥297 (up from JP¥206 in FY 2024). Revenue: JP¥13.2b (up 27% from FY 2024). Net income: JP¥1.64b (up 45% from FY 2024). Profit margin: 12% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.9%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09ULS Group, Inc., Annual General Meeting, Jun 25, 2025ULS Group, Inc., Annual General Meeting, Jun 25, 2025.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥4,105, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 11% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.4%).
お知らせ • Mar 06ULS Group, Inc. to Report Fiscal Year 2025 Results on May 09, 2025ULS Group, Inc. announced that they will report fiscal year 2025 results on May 09, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥88.89 (vs JP¥75.62 in 3Q 2024)Third quarter 2025 results: EPS: JP¥88.89 (up from JP¥75.62 in 3Q 2024). Revenue: JP¥3.32b (up 24% from 3Q 2024). Net income: JP¥489.0m (up 18% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue is forecast to grow 21% 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 10% per year whereas the company’s share price has increased by 11% per year.
Buy Or Sell Opportunity • Jan 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to JP¥4,970. The fair value is estimated to be JP¥6,216, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jan 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.1% to JP¥4,980. The fair value is estimated to be JP¥6,231, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
New Risk • Dec 16New 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. This is currently the only risk that has been identified for the company.
分析記事 • Dec 12ULS Group (TSE:3798) Is Reinvesting To Multiply In ValueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
お知らせ • Dec 03ULS Group, Inc. to Report Q3, 2025 Results on Feb 07, 2025ULS Group, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025
Buy Or Sell Opportunity • Dec 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥5,160. The fair value is estimated to be JP¥6,490, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 50% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
Buy Or Sell Opportunity • Nov 12Now 22% undervaluedOver the last 90 days, the stock has risen 5.5% to JP¥5,520. The fair value is estimated to be JP¥7,076, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥78.71 (vs JP¥29.67 in 2Q 2024)Second quarter 2025 results: EPS: JP¥78.71 (up from JP¥29.67 in 2Q 2024). Revenue: JP¥3.31b (up 35% from 2Q 2024). Net income: JP¥433.0m (up 166% from 2Q 2024). Profit margin: 13% (up from 6.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
New Risk • Nov 07New 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 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Sep 05ULS Group, Inc. to Report Q2, 2025 Results on Nov 08, 2024ULS Group, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥85.26 (vs JP¥66.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥85.26 (up from JP¥66.81 in 1Q 2024). Revenue: JP¥2.85b (up 20% from 1Q 2024). Net income: JP¥469.0m (up 28% from 1Q 2024). Profit margin: 17% (up from 15% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% 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 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Aug 06Here's What ULS Group's (TSE:3798) Strong Returns On Capital MeanWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥4,200, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 4.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,485 per share.
New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Jun 29ULS Group, Inc. (TSE:3798) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableULS Group, Inc. ( TSE:3798 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
お知らせ • Jun 20ULS Group, Inc. to Report Q1, 2025 Results on Aug 09, 2024ULS Group, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥206 (down from JP¥224 in FY 2023). Revenue: JP¥10.4b (up 22% from FY 2023). Net income: JP¥1.13b (down 8.3% from FY 2023). Profit margin: 11% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.2%. Revenue is forecast to grow 17% 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 7% per year whereas the company’s share price has increased by 12% per year.
お知らせ • May 12ULS Group, Inc., Annual General Meeting, Jun 25, 2024ULS Group, Inc., Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).
お知らせ • Mar 14ULS Group, Inc. to Report Fiscal Year 2024 Results on May 10, 2024ULS Group, Inc. announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥75.62 (vs JP¥73.22 in 3Q 2023)Third quarter 2024 results: EPS: JP¥75.62 (up from JP¥73.22 in 3Q 2023). Revenue: JP¥2.67b (up 22% from 3Q 2023). Net income: JP¥416.0m (up 4.0% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% 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 10% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Dec 20ULS Group, Inc. to Report Q3, 2024 Results on Feb 09, 2024ULS Group, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 13New 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 Risk Profit margins are more than 30% lower than last year (11% net profit margin).
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥29.67 (vs JP¥60.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.67 (down from JP¥60.30 in 2Q 2023). Revenue: JP¥2.46b (up 13% from 2Q 2023). Net income: JP¥163.0m (down 51% from 2Q 2023). Profit margin: 6.6% (down from 15% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 21ULS Group, Inc. to Report Q2, 2024 Results on Nov 10, 2023ULS Group, Inc. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥66.81 (vs JP¥77.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥66.81 (down from JP¥77.87 in 1Q 2023). Revenue: JP¥2.38b (up 30% from 1Q 2023). Net income: JP¥367.0m (down 15% from 1Q 2023). Profit margin: 15% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 25Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥4,662, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
お知らせ • Jun 23ULS Group, Inc. to Report Q1, 2024 Results on Aug 10, 2023ULS Group, Inc. announced that they will report Q1, 2024 results on Aug 10, 2023
New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥3,500, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 24% over the past three years.
Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥224 (up from JP¥178 in FY 2022). Revenue: JP¥8.52b (up 16% from FY 2022). Net income: JP¥1.23b (up 24% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥43.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥73.22 (vs JP¥66.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥73.22 (up from JP¥66.26 in 3Q 2022). Revenue: JP¥2.19b (up 13% from 3Q 2022). Net income: JP¥400.0m (up 7.8% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 22ULS Group, Inc. to Report Q3, 2023 Results on Feb 10, 2023ULS Group, Inc. announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. No independent directors (5 non-independent directors). Full-Time Auditor Kazuhiro Baba was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥60.30 (vs JP¥38.22 in 2Q 2022)Second quarter 2023 results: EPS: JP¥60.30 (up from JP¥38.22 in 2Q 2022). Revenue: JP¥2.18b (up 18% from 2Q 2022). Net income: JP¥329.0m (up 54% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 15ULS Group, Inc. to Report Q2, 2023 Results on Nov 11, 2022ULS Group, Inc. announced that they will report Q2, 2023 results on Nov 11, 2022
Price Target Changed • Sep 08Price target decreased to JP¥6,200Down from JP¥7,000, the current price target is provided by 1 analyst. New target price is 84% above last closing price of JP¥3,365. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥178 last year.
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥77.87 (vs JP¥59.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥77.87 (up from JP¥59.30 in 1Q 2022). Revenue: JP¥1.83b (up 11% from 1Q 2022). Net income: JP¥434.0m (up 31% from 1Q 2022). Profit margin: 24% (up from 20% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Jun 15ULS Group, Inc. to Report Q1, 2023 Results on Aug 10, 2022ULS Group, Inc. announced that they will report Q1, 2023 results on Aug 10, 2022
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥3,170, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 58% over the past three years.
Reported Earnings • May 19Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥178 (up from JP¥159 in FY 2021). Revenue: JP¥7.37b (up 2.4% from FY 2021). Net income: JP¥998.0m (up 12% from FY 2021). Profit margin: 14% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.8%. Earnings per share (EPS) also missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 24%, compared to a 8.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
お知らせ • May 15ULS Group, Inc., Annual General Meeting, Jun 29, 2022ULS Group, Inc., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. No independent directors (4 non-independent directors). Full-Time Auditor Kazuhiro Baba was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 07ULS Group, Inc. to Report Fiscal Year 2022 Results on May 13, 2022ULS Group, Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.5%).
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥66.26 (up from JP¥49.50 in 3Q 2021). Revenue: JP¥1.94b (up 19% from 3Q 2021). Net income: JP¥371.0m (up 34% from 3Q 2021). Profit margin: 19% (up from 17% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 14%, compared to a 7.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥4,065, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the IT industry in Japan. Total returns to shareholders of 133% over the past three years.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥38.22 (vs JP¥38.08 in 2Q 2021)The company reported a solid second quarter result with improved revenues, although earnings and profit margins were flat. Second quarter 2022 results: Revenue: JP¥1.84b (up 6.4% from 2Q 2021). Net income: JP¥214.0m (flat on 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 18First quarter 2022 earnings released: EPS JP¥59.30 (vs JP¥47.49 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.65b (up 12% from 1Q 2021). Net income: JP¥332.0m (up 25% from 1Q 2021). Profit margin: 20% (up from 18% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥4,710, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the IT industry in Japan. Total returns to shareholders of 104% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,925 per share.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 29% share price gain to JP¥3,755, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 24x in the IT industry in Japan. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,525 per share.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥159 (vs JP¥129 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥7.19b (up 13% from FY 2020). Net income: JP¥891.0m (up 21% from FY 2020). Profit margin: 12% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥29.00 Per ShareWill be paid on the 29th of June to those who are registered shareholders by the 30th of March. The trailing yield of 0.9% is below the top quartile of Japanese dividend payers (2.7%), and is lower than industry peers (1.3%).
お知らせ • Mar 12ULS Group, Inc. to Report Fiscal Year 2021 Results on May 14, 2021ULS Group, Inc. announced that they will report fiscal year 2021 results on May 14, 2021
分析記事 • Mar 07Do Insiders Own Lots Of Shares In ULS Group, Inc. (TYO:3798)?A look at the shareholders of ULS Group, Inc. ( TYO:3798 ) can tell us which group is most powerful. Insiders often own...
Is New 90 Day High Low • Mar 02New 90-day low: JP¥3,100The company is down 21% from its price of JP¥3,920 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is flat over the same period.
分析記事 • Feb 16Why ULS Group, Inc. (TYO:3798) Should Be In Your Dividend PortfolioIs ULS Group, Inc. ( TYO:3798 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Is New 90 Day High Low • Feb 08New 90-day low: JP¥3,405The company is down 12% from its price of JP¥3,860 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 4.0% over the same period.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥49.50 (vs JP¥52.09 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥1.63b (up 8.7% from 3Q 2020). Net income: JP¥277.0m (down 7.4% from 3Q 2020). Profit margin: 17% (down from 20% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 24%. Over the next year, revenue is forecast to grow 15%, compared to a 8.6% growth forecast for the IT industry in Japan.
分析記事 • Jan 29Will Weakness in ULS Group, Inc.'s (TYO:3798) Stock Prove Temporary Given Strong Fundamentals?ULS Group (TYO:3798) has had a rough three months with its share price down 4.1%. However, a closer look at its sound...
分析記事 • Jan 11The Underlying Trends At ULS Group (TYO:3798) Look StrongIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • Dec 24Did You Participate In Any Of ULS Group's (TYO:3798) Fantastic 251% Return ?While ULS Group, Inc. ( TYO:3798 ) shareholders are probably generally happy, the stock hasn't had particularly good...
お知らせ • Dec 19ULS Group, Inc. to Report Q3, 2021 Results on Feb 05, 2021ULS Group, Inc. announced that they will report Q3, 2021 results on Feb 05, 2021