View ValuationNTT Data Intramart 将来の成長Future 基準チェック /26NTT Data Intramartは、18%と2.7%でそれぞれ年率18%で利益と収益が成長すると予測される一方、EPSはgrowで18%年率。主要情報18.0%収益成長率18.03%EPS成長率Software 収益成長15.2%収益成長率2.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日24 Mar 2026今後の成長に関する最新情報Price Target Changed • Nov 16Price target decreased to JP¥3,000Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥1,719. Stock is down 36% over the past year. The company is forecast to post earnings per share of JP¥72.20 for next year compared to JP¥114 last year.Price Target Changed • May 13Price target decreased to JP¥2,000Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 45% above last closing price of JP¥1,375. Stock is down 51% over the past year. The company is forecast to post earnings per share of JP¥61.90 for next year compared to JP¥114 last year.Price Target Changed • Aug 08Price target decreased to JP¥3,400Down from JP¥4,000, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥2,639. Stock is down 8.8% over the past year.Price Target Changed • Mar 16Price target decreased to JP¥4,000Down from JP¥4,750, the current price target is an average from 2 analysts. New target price is 31% above last closing price of JP¥3,065. Stock is up 12% over the past year.すべての更新を表示Recent updatesお知らせ • 13h+ 1 more updateNTT Data Intramart Corporation, Annual General Meeting, Jun 18, 2026NTT Data Intramart Corporation, Annual General Meeting, Jun 18, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).New Risk • Mar 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥15.1b market cap, or US$96.4m).New Risk • Feb 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: JP¥36.94 (vs JP¥10.89 in 3Q 2025)Third quarter 2026 results: EPS: JP¥36.94 (up from JP¥10.89 in 3Q 2025). Revenue: JP¥3.91b (up 31% from 3Q 2025). Net income: JP¥180.0m (up 240% from 3Q 2025). Profit margin: 4.6% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 27NTT Data Intramart Corporation to Report Q3, 2026 Results on Jan 28, 2026NTT Data Intramart Corporation announced that they will report Q3, 2026 results on Jan 28, 2026Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥47.02 (vs JP¥26.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.02 (up from JP¥26.11 in 2Q 2025). Revenue: JP¥3.12b (up 9.9% from 2Q 2025). Net income: JP¥229.0m (up 80% from 2Q 2025). Profit margin: 7.3% (up from 4.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 25NTT Data Intramart Corporation to Report Q2, 2026 Results on Oct 29, 2025NTT Data Intramart Corporation announced that they will report Q2, 2026 results on Oct 29, 2025Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥42.95 (vs JP¥6.39 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥42.95 (up from JP¥6.39 loss in 1Q 2025). Revenue: JP¥3.31b (up 24% from 1Q 2025). Net income: JP¥209.0m (up JP¥240.0m from 1Q 2025). Profit margin: 6.3% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.New Risk • Jul 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 8.7% 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.お知らせ • Jun 27NTT Data Intramart Corporation to Report Q1, 2026 Results on Jul 30, 2025NTT Data Intramart Corporation announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • Jun 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥70.12 (down from JP¥72.15 in FY 2024). Revenue: JP¥11.8b (up 28% from FY 2024). Net income: JP¥341.0m (down 2.6% from FY 2024). Profit margin: 2.9% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥3,800, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 175% over the past three years.分析記事 • May 16Some May Be Optimistic About NTT Data Intramart's (TSE:3850) EarningsNTT Data Intramart Corporation's ( TSE:3850 ) recent soft profit numbers didn't appear to worry shareholders, as the...Reported Earnings • May 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥70.12 (down from JP¥72.15 in FY 2024). Revenue: JP¥11.8b (up 28% from FY 2024). Net income: JP¥341.0m (down 2.6% from FY 2024). Profit margin: 2.9% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.分析記事 • May 10Earnings Tell The Story For NTT Data Intramart Corporation (TSE:3850) As Its Stock Soars 38%NTT Data Intramart Corporation ( TSE:3850 ) shareholders have had their patience rewarded with a 38% share price jump...お知らせ • May 09NTT Data Intramart Corporation, Annual General Meeting, Jun 19, 2025NTT Data Intramart Corporation, Annual General Meeting, Jun 19, 2025.New Risk • May 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 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.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥3,140, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Software industry in Japan. Total returns to shareholders of 145% over the past three years.お知らせ • Mar 26NTT Data Intramart Corporation to Report Fiscal Year 2025 Results on May 09, 2025NTT Data Intramart Corporation announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥10.89 (vs JP¥18.34 in 3Q 2024)Third quarter 2025 results: EPS: JP¥10.89 (down from JP¥18.34 in 3Q 2024). Revenue: JP¥2.98b (up 14% from 3Q 2024). Net income: JP¥53.0m (down 40% from 3Q 2024). Profit margin: 1.8% (down from 3.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Jan 03NTT Data Intramart Corporation to Report Q3, 2025 Results on Jan 29, 2025NTT Data Intramart Corporation announced that they will report Q3, 2025 results on Jan 29, 2025分析記事 • Nov 19There's Reason For Concern Over NTT Data Intramart Corporation's (TSE:3850) Massive 26% Price JumpThe NTT Data Intramart Corporation ( TSE:3850 ) share price has done very well over the last month, posting an...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 5.9% 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: Major Risk Earnings have declined by 5.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥11.5b market cap, or US$74.4m).Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥26.11 (vs JP¥8.66 in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.11 (up from JP¥8.66 in 2Q 2024). Revenue: JP¥2.84b (up 46% from 2Q 2024). Net income: JP¥127.0m (up 202% from 2Q 2024). Profit margin: 4.5% (up from 2.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Sep 25NTT Data Intramart Corporation to Report Q2, 2025 Results on Oct 30, 2024NTT Data Intramart Corporation announced that they will report Q2, 2025 results on Oct 30, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥11.6b market cap, or US$82.4m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,801, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 28% over the past three years.Reported Earnings • Jul 28First quarter 2025 earnings released: JP¥6.39 loss per share (vs JP¥4.34 loss in 1Q 2024)First quarter 2025 results: JP¥6.39 loss per share (further deteriorated from JP¥4.34 loss in 1Q 2024). Revenue: JP¥2.67b (up 51% from 1Q 2024). Net loss: JP¥31.0m (loss widened 48% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.分析記事 • Jul 25NTT Data Intramart Corporation's (TSE:3850) Share Price Matching Investor OpinionWith a price-to-earnings (or "P/E") ratio of 30.9x NTT Data Intramart Corporation ( TSE:3850 ) may be sending very...お知らせ • Jun 29NTT Data Intramart Corporation to Report Q1, 2025 Results on Jul 26, 2024NTT Data Intramart Corporation announced that they will report Q1, 2025 results on Jul 26, 2024Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥72.15 (vs JP¥82.37 in FY 2023)Full year 2024 results: EPS: JP¥72.15 (down from JP¥82.37 in FY 2023). Revenue: JP¥9.26b (up 16% from FY 2023). Net income: JP¥350.0m (down 12% from FY 2023). Profit margin: 3.8% (down from 5.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 11% per year.分析記事 • May 21NTT Data Intramart's (TSE:3850) Shareholders Have More To Worry About Than Lackluster EarningsInvestors were disappointed with NTT Data Intramart Corporation's ( TSE:3850 ) recent earnings. We think that they may...New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% 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 Earnings have declined by 8.9% per year over the past 5 years. High level of non-cash earnings (31% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥8.49b market cap, or US$55.2m).Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥72.14 (vs JP¥82.37 in FY 2023)Full year 2024 results: EPS: JP¥72.14 (down from JP¥82.37 in FY 2023). Revenue: JP¥9.26b (up 16% from FY 2023). Net income: JP¥350.0m (down 12% from FY 2023). Profit margin: 3.8% (down from 5.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.お知らせ • May 12NTT Data Intramart Corporation, Annual General Meeting, Jun 20, 2024NTT Data Intramart Corporation, Annual General Meeting, Jun 20, 2024.お知らせ • Mar 28NTT Data Intramart Corporation to Report Fiscal Year 2024 Results on May 10, 2024NTT Data Intramart Corporation announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 June 2024. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).Reported Earnings • Jan 27Third quarter 2024 earnings released: EPS: JP¥18.33 (vs JP¥4.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥18.33 (up from JP¥4.13 in 3Q 2023). Revenue: JP¥2.62b (up 51% from 3Q 2023). Net income: JP¥89.0m (up 345% from 3Q 2023). Profit margin: 3.4% (up from 1.2% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 28NTT Data Intramart Corporation to Report Q3, 2024 Results on Jan 26, 2024NTT Data Intramart Corporation announced that they will report Q3, 2024 results on Jan 26, 2024New Risk • Nov 07New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 58% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Paying a dividend despite having no free cash flows. Earnings have declined by 6.8% per year over the past 5 years. High level of non-cash earnings (58% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (1.8% net profit margin). Market cap is less than US$100m (JP¥8.22b market cap, or US$54.7m).Reported Earnings • Oct 27Second quarter 2024 earnings released: EPS: JP¥8.65 (vs JP¥33.44 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.65 (down from JP¥33.44 in 2Q 2023). Revenue: JP¥1.94b (up 2.9% from 2Q 2023). Net income: JP¥42.0m (down 74% from 2Q 2023). Profit margin: 2.2% (down from 8.6% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Sep 27NTT Data Intramart Corporation to Report Q2, 2024 Results on Oct 25, 2023NTT Data Intramart Corporation announced that they will report Q2, 2024 results on Oct 25, 2023New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 3.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (JP¥8.48b market cap, or US$58.5m).Reported Earnings • Jul 27First quarter 2024 earnings released: JP¥4.34 loss per share (vs JP¥24.57 profit in 1Q 2023)First quarter 2024 results: JP¥4.34 loss per share (down from JP¥24.57 profit in 1Q 2023). Revenue: JP¥1.76b (down 13% from 1Q 2023). Net loss: JP¥21.0m (down 118% from profit in 1Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Jun 28NTT Data Intramart Corporation to Report Q1, 2024 Results on Jul 26, 2023NTT Data Intramart Corporation announced that they will report Q1, 2024 results on Jul 26, 2023Reported Earnings • Jun 21Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥82.37 (down from JP¥114 in FY 2022). Revenue: JP¥7.97b (up 4.1% from FY 2022). Net income: JP¥399.0m (down 28% from FY 2022). Profit margin: 5.0% (down from 7.2% in FY 2022). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 43%. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥82.36 (down from JP¥114 in FY 2022). Revenue: JP¥7.97b (up 4.1% from FY 2022). Net income: JP¥399.0m (down 28% from FY 2022). Profit margin: 5.0% (down from 7.2% in FY 2022). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 43%. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 16 June 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥4.13 (vs JP¥29.32 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.13 (down from JP¥29.32 in 3Q 2022). Revenue: JP¥1.74b (down 13% from 3Q 2022). Net income: JP¥20.0m (down 86% from 3Q 2022). Profit margin: 1.2% (down from 7.1% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Dec 26NTT Data Intramart Corporation to Report Q3, 2023 Results on Jan 25, 2023NTT Data Intramart Corporation announced that they will report Q3, 2023 results on Jan 25, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent External Director Yasushi Nakamura was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Nov 16Price target decreased to JP¥3,000Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥1,719. Stock is down 36% over the past year. The company is forecast to post earnings per share of JP¥72.20 for next year compared to JP¥114 last year.Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥33.43 (vs JP¥41.08 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.43 (down from JP¥41.08 in 2Q 2022). Revenue: JP¥1.88b (up 5.1% from 2Q 2022). Net income: JP¥162.0m (down 19% from 2Q 2022). Profit margin: 8.6% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Sep 28NTT Data Intramart Corporation to Report Q2, 2023 Results on Oct 26, 2022NTT Data Intramart Corporation announced that they will report Q2, 2023 results on Oct 26, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥24.56 (vs JP¥22.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.56 (up from JP¥22.50 in 1Q 2022). Revenue: JP¥2.02b (up 22% from 1Q 2022). Net income: JP¥119.0m (up 9.2% from 1Q 2022). Profit margin: 5.9% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 1.6% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Buying Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥1,728, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 16% per annum over the same time period.Reported Earnings • Jun 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥114 (up from JP¥22.09 in FY 2021). Revenue: JP¥7.65b (up 29% from FY 2021). Net income: JP¥550.0m (up 414% from FY 2021). Profit margin: 7.2% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 2.6%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Buying Opportunity • Jun 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥1,730, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 16% per annum over the same time period.Buying Opportunity • May 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be JP¥1,733, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 16% per annum over the same time period.Price Target Changed • May 13Price target decreased to JP¥2,000Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 45% above last closing price of JP¥1,375. Stock is down 51% over the past year. The company is forecast to post earnings per share of JP¥61.90 for next year compared to JP¥114 last year.お知らせ • May 02NTT Data Intramart Corporation, Annual General Meeting, Jun 15, 2022NTT Data Intramart Corporation, Annual General Meeting, Jun 15, 2022.Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥114 (up from JP¥22.09 in FY 2021). Revenue: JP¥7.65b (up 29% from FY 2021). Net income: JP¥550.0m (up 414% from FY 2021). Profit margin: 7.2% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 4.5%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 2 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). President, CEO, Executive Officer, GM of Service, GM OF Sales & Representative Director Yoshihito Nakayama is the most experienced director on the board, commencing their role in 2000. Independent External Director Yasushi Nakamura was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Apr 08NTT Data Intramart Corporation to Report Fiscal Year 2022 Results on Apr 27, 2022NTT Data Intramart Corporation announced that they will report fiscal year 2022 results on Apr 27, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).Reported Earnings • Jan 28Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥29.30 (up from JP¥5.78 loss in 3Q 2021). Revenue: JP¥2.00b (up 49% from 3Q 2021). Net income: JP¥142.0m (up JP¥170.0m from 3Q 2021). Profit margin: 7.1% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 615%. Over the next year, revenue is forecast to grow 8.1%, compared to a 15% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 19% per year.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥41.07 (vs JP¥6.19 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.79b (up 22% from 2Q 2021). Net income: JP¥199.0m (up JP¥169.0m from 2Q 2021). Profit margin: 11% (up from 2.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Price Target Changed • Aug 08Price target decreased to JP¥3,400Down from JP¥4,000, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥2,639. Stock is down 8.8% over the past year.Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥22.50 (vs JP¥14.45 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.66b (up 39% from 1Q 2021). Net income: JP¥109.0m (up JP¥179.0m from 1Q 2021). Profit margin: 6.6% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Jun 20Full year 2021 earnings released: EPS JP¥22.09 (vs JP¥107 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.91b (down 14% from FY 2020). Net income: JP¥107.0m (down 80% from FY 2020). Profit margin: 1.8% (down from 7.6% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • May 02Full year 2021 earnings released: EPS JP¥22.09 (vs JP¥107 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.91b (down 14% from FY 2020). Net income: JP¥107.0m (down 80% from FY 2020). Profit margin: 1.8% (down from 7.6% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 12 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.3%).Price Target Changed • Mar 16Price target decreased to JP¥4,000Down from JP¥4,750, the current price target is an average from 2 analysts. New target price is 31% above last closing price of JP¥3,065. Stock is up 12% over the past year.Reported Earnings • Jan 30Third quarter 2021 earnings released: JP¥5.78 loss per share (vs JP¥3.28 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: JP¥1.35b (down 15% from 3Q 2020). Net loss: JP¥28.0m (loss widened 75% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Jan 30Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 30%. Earnings per share (EPS) exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 30%, compared to a 12% growth forecast for the Software industry in Japan.お知らせ • Dec 27NTT Data Intramart Corporation to Report Q3, 2021 Results on Jan 28, 2021NTT Data Intramart Corporation announced that they will report Q3, 2021 results on Jan 28, 2021Is New 90 Day High Low • Dec 23New 90-day low: JP¥2,963The company is down 6.0% from its price of JP¥3,150 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥4,605 per share.お知らせ • Oct 01NTT Data Intramart Corporation to Report Q2, 2021 Results on Oct 29, 2020NTT Data Intramart Corporation announced that they will report Q2, 2021 results on Oct 29, 2020お知らせ • Jun 29NTT Data Intramart Corporation to Report Q1, 2021 Results on Jul 22, 2020NTT Data Intramart Corporation announced that they will report Q1, 2021 results on Jul 22, 2020業績と収益の成長予測TSE:3850 - 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3/31/202814,7001,200N/AN/A13/31/202714,4001,000N/AN/A13/31/202614,200840N/AN/A112/31/202513,679810N/AN/AN/A9/30/202512,7516834381,504N/A6/30/202512,471581N/AN/AN/A3/31/202511,8293412111,393N/A12/31/202411,423389N/AN/AN/A9/30/202411,060425-421,057N/A6/30/202410,160340N/AN/AN/A3/31/20249,257350-240876N/A12/31/20238,637208N/AN/AN/A9/30/20237,760139-4601,024N/A6/30/20237,705259N/AN/AN/A3/31/20237,966399-394910N/A12/31/20227,844401N/AN/AN/A9/30/20228,1085234821,408N/A6/30/20228,017560N/AN/AN/A3/31/20227,6535501,1411,980N/A12/31/20217,357625N/AN/AN/A9/30/20216,7014555741,289N/A6/30/20216,373286N/AN/AN/A3/31/20215,912107-267555N/A12/31/20205,959168N/AN/AN/A9/30/20206,189180-149677N/A6/30/20206,522314N/AN/AN/A3/31/20206,9155254171,152N/A12/31/20196,933514N/AN/AN/A9/30/20196,949627N/A1,444N/A6/30/20196,632552N/AN/AN/A3/31/20196,490487N/A921N/A12/31/20186,209485N/AN/AN/A9/30/20185,814422N/A787N/A6/30/20185,659470N/AN/AN/A3/31/20185,322429N/A1,066N/A12/31/20175,196465N/AN/AN/A9/30/20175,212467N/A1,145N/A6/30/20175,172402N/AN/AN/A3/31/20175,209350N/A1,053N/A12/31/20165,116212N/AN/AN/A9/30/20165,066232N/A1,140N/A6/30/20165,182260N/AN/AN/A3/31/20165,173268N/A951N/A12/31/20155,186174N/AN/AN/A9/30/20155,149171N/A825N/A6/30/20154,73061N/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: 3850の予測収益成長率 (年間18% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 3850の収益 ( 18% ) 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: 3850の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 3850の収益 ( 2.7% ) JP市場 ( 6.1% ) よりも低い成長が予測されています。高い収益成長: 3850の収益 ( 2.7% ) 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: 3850の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 07:57終値2026/05/08 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NTT Data Intramart Corporation 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Teruo IsozakiIchiyoshi Research Institute Inc.Tomoki TsumuraTokai Tokyo Intelligence Laboratory Co., Ltd.
Price Target Changed • Nov 16Price target decreased to JP¥3,000Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥1,719. Stock is down 36% over the past year. The company is forecast to post earnings per share of JP¥72.20 for next year compared to JP¥114 last year.
Price Target Changed • May 13Price target decreased to JP¥2,000Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 45% above last closing price of JP¥1,375. Stock is down 51% over the past year. The company is forecast to post earnings per share of JP¥61.90 for next year compared to JP¥114 last year.
Price Target Changed • Aug 08Price target decreased to JP¥3,400Down from JP¥4,000, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥2,639. Stock is down 8.8% over the past year.
Price Target Changed • Mar 16Price target decreased to JP¥4,000Down from JP¥4,750, the current price target is an average from 2 analysts. New target price is 31% above last closing price of JP¥3,065. Stock is up 12% over the past year.
お知らせ • 13h+ 1 more updateNTT Data Intramart Corporation, Annual General Meeting, Jun 18, 2026NTT Data Intramart Corporation, Annual General Meeting, Jun 18, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
New Risk • Mar 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥15.1b market cap, or US$96.4m).
New Risk • Feb 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: JP¥36.94 (vs JP¥10.89 in 3Q 2025)Third quarter 2026 results: EPS: JP¥36.94 (up from JP¥10.89 in 3Q 2025). Revenue: JP¥3.91b (up 31% from 3Q 2025). Net income: JP¥180.0m (up 240% from 3Q 2025). Profit margin: 4.6% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 27NTT Data Intramart Corporation to Report Q3, 2026 Results on Jan 28, 2026NTT Data Intramart Corporation announced that they will report Q3, 2026 results on Jan 28, 2026
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥47.02 (vs JP¥26.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.02 (up from JP¥26.11 in 2Q 2025). Revenue: JP¥3.12b (up 9.9% from 2Q 2025). Net income: JP¥229.0m (up 80% from 2Q 2025). Profit margin: 7.3% (up from 4.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 25NTT Data Intramart Corporation to Report Q2, 2026 Results on Oct 29, 2025NTT Data Intramart Corporation announced that they will report Q2, 2026 results on Oct 29, 2025
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥42.95 (vs JP¥6.39 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥42.95 (up from JP¥6.39 loss in 1Q 2025). Revenue: JP¥3.31b (up 24% from 1Q 2025). Net income: JP¥209.0m (up JP¥240.0m from 1Q 2025). Profit margin: 6.3% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
New Risk • Jul 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 8.7% 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.
お知らせ • Jun 27NTT Data Intramart Corporation to Report Q1, 2026 Results on Jul 30, 2025NTT Data Intramart Corporation announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • Jun 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥70.12 (down from JP¥72.15 in FY 2024). Revenue: JP¥11.8b (up 28% from FY 2024). Net income: JP¥341.0m (down 2.6% from FY 2024). Profit margin: 2.9% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥3,800, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 175% over the past three years.
分析記事 • May 16Some May Be Optimistic About NTT Data Intramart's (TSE:3850) EarningsNTT Data Intramart Corporation's ( TSE:3850 ) recent soft profit numbers didn't appear to worry shareholders, as the...
Reported Earnings • May 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥70.12 (down from JP¥72.15 in FY 2024). Revenue: JP¥11.8b (up 28% from FY 2024). Net income: JP¥341.0m (down 2.6% from FY 2024). Profit margin: 2.9% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
分析記事 • May 10Earnings Tell The Story For NTT Data Intramart Corporation (TSE:3850) As Its Stock Soars 38%NTT Data Intramart Corporation ( TSE:3850 ) shareholders have had their patience rewarded with a 38% share price jump...
お知らせ • May 09NTT Data Intramart Corporation, Annual General Meeting, Jun 19, 2025NTT Data Intramart Corporation, Annual General Meeting, Jun 19, 2025.
New Risk • May 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 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.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥3,140, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Software industry in Japan. Total returns to shareholders of 145% over the past three years.
お知らせ • Mar 26NTT Data Intramart Corporation to Report Fiscal Year 2025 Results on May 09, 2025NTT Data Intramart Corporation announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥10.89 (vs JP¥18.34 in 3Q 2024)Third quarter 2025 results: EPS: JP¥10.89 (down from JP¥18.34 in 3Q 2024). Revenue: JP¥2.98b (up 14% from 3Q 2024). Net income: JP¥53.0m (down 40% from 3Q 2024). Profit margin: 1.8% (down from 3.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Jan 03NTT Data Intramart Corporation to Report Q3, 2025 Results on Jan 29, 2025NTT Data Intramart Corporation announced that they will report Q3, 2025 results on Jan 29, 2025
分析記事 • Nov 19There's Reason For Concern Over NTT Data Intramart Corporation's (TSE:3850) Massive 26% Price JumpThe NTT Data Intramart Corporation ( TSE:3850 ) share price has done very well over the last month, posting an...
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 5.9% 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: Major Risk Earnings have declined by 5.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥11.5b market cap, or US$74.4m).
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥26.11 (vs JP¥8.66 in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.11 (up from JP¥8.66 in 2Q 2024). Revenue: JP¥2.84b (up 46% from 2Q 2024). Net income: JP¥127.0m (up 202% from 2Q 2024). Profit margin: 4.5% (up from 2.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 25NTT Data Intramart Corporation to Report Q2, 2025 Results on Oct 30, 2024NTT Data Intramart Corporation announced that they will report Q2, 2025 results on Oct 30, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥11.6b market cap, or US$82.4m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,801, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 28% over the past three years.
Reported Earnings • Jul 28First quarter 2025 earnings released: JP¥6.39 loss per share (vs JP¥4.34 loss in 1Q 2024)First quarter 2025 results: JP¥6.39 loss per share (further deteriorated from JP¥4.34 loss in 1Q 2024). Revenue: JP¥2.67b (up 51% from 1Q 2024). Net loss: JP¥31.0m (loss widened 48% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 25NTT Data Intramart Corporation's (TSE:3850) Share Price Matching Investor OpinionWith a price-to-earnings (or "P/E") ratio of 30.9x NTT Data Intramart Corporation ( TSE:3850 ) may be sending very...
お知らせ • Jun 29NTT Data Intramart Corporation to Report Q1, 2025 Results on Jul 26, 2024NTT Data Intramart Corporation announced that they will report Q1, 2025 results on Jul 26, 2024
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥72.15 (vs JP¥82.37 in FY 2023)Full year 2024 results: EPS: JP¥72.15 (down from JP¥82.37 in FY 2023). Revenue: JP¥9.26b (up 16% from FY 2023). Net income: JP¥350.0m (down 12% from FY 2023). Profit margin: 3.8% (down from 5.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 11% per year.
分析記事 • May 21NTT Data Intramart's (TSE:3850) Shareholders Have More To Worry About Than Lackluster EarningsInvestors were disappointed with NTT Data Intramart Corporation's ( TSE:3850 ) recent earnings. We think that they may...
New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% 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 Earnings have declined by 8.9% per year over the past 5 years. High level of non-cash earnings (31% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥8.49b market cap, or US$55.2m).
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥72.14 (vs JP¥82.37 in FY 2023)Full year 2024 results: EPS: JP¥72.14 (down from JP¥82.37 in FY 2023). Revenue: JP¥9.26b (up 16% from FY 2023). Net income: JP¥350.0m (down 12% from FY 2023). Profit margin: 3.8% (down from 5.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • May 12NTT Data Intramart Corporation, Annual General Meeting, Jun 20, 2024NTT Data Intramart Corporation, Annual General Meeting, Jun 20, 2024.
お知らせ • Mar 28NTT Data Intramart Corporation to Report Fiscal Year 2024 Results on May 10, 2024NTT Data Intramart Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 June 2024. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
Reported Earnings • Jan 27Third quarter 2024 earnings released: EPS: JP¥18.33 (vs JP¥4.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥18.33 (up from JP¥4.13 in 3Q 2023). Revenue: JP¥2.62b (up 51% from 3Q 2023). Net income: JP¥89.0m (up 345% from 3Q 2023). Profit margin: 3.4% (up from 1.2% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 28NTT Data Intramart Corporation to Report Q3, 2024 Results on Jan 26, 2024NTT Data Intramart Corporation announced that they will report Q3, 2024 results on Jan 26, 2024
New Risk • Nov 07New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 58% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Paying a dividend despite having no free cash flows. Earnings have declined by 6.8% per year over the past 5 years. High level of non-cash earnings (58% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (1.8% net profit margin). Market cap is less than US$100m (JP¥8.22b market cap, or US$54.7m).
Reported Earnings • Oct 27Second quarter 2024 earnings released: EPS: JP¥8.65 (vs JP¥33.44 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.65 (down from JP¥33.44 in 2Q 2023). Revenue: JP¥1.94b (up 2.9% from 2Q 2023). Net income: JP¥42.0m (down 74% from 2Q 2023). Profit margin: 2.2% (down from 8.6% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Sep 27NTT Data Intramart Corporation to Report Q2, 2024 Results on Oct 25, 2023NTT Data Intramart Corporation announced that they will report Q2, 2024 results on Oct 25, 2023
New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 3.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (JP¥8.48b market cap, or US$58.5m).
Reported Earnings • Jul 27First quarter 2024 earnings released: JP¥4.34 loss per share (vs JP¥24.57 profit in 1Q 2023)First quarter 2024 results: JP¥4.34 loss per share (down from JP¥24.57 profit in 1Q 2023). Revenue: JP¥1.76b (down 13% from 1Q 2023). Net loss: JP¥21.0m (down 118% from profit in 1Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28NTT Data Intramart Corporation to Report Q1, 2024 Results on Jul 26, 2023NTT Data Intramart Corporation announced that they will report Q1, 2024 results on Jul 26, 2023
Reported Earnings • Jun 21Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥82.37 (down from JP¥114 in FY 2022). Revenue: JP¥7.97b (up 4.1% from FY 2022). Net income: JP¥399.0m (down 28% from FY 2022). Profit margin: 5.0% (down from 7.2% in FY 2022). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 43%. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥82.36 (down from JP¥114 in FY 2022). Revenue: JP¥7.97b (up 4.1% from FY 2022). Net income: JP¥399.0m (down 28% from FY 2022). Profit margin: 5.0% (down from 7.2% in FY 2022). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 43%. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 16 June 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥4.13 (vs JP¥29.32 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.13 (down from JP¥29.32 in 3Q 2022). Revenue: JP¥1.74b (down 13% from 3Q 2022). Net income: JP¥20.0m (down 86% from 3Q 2022). Profit margin: 1.2% (down from 7.1% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Dec 26NTT Data Intramart Corporation to Report Q3, 2023 Results on Jan 25, 2023NTT Data Intramart Corporation announced that they will report Q3, 2023 results on Jan 25, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent External Director Yasushi Nakamura was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Nov 16Price target decreased to JP¥3,000Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥1,719. Stock is down 36% over the past year. The company is forecast to post earnings per share of JP¥72.20 for next year compared to JP¥114 last year.
Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥33.43 (vs JP¥41.08 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.43 (down from JP¥41.08 in 2Q 2022). Revenue: JP¥1.88b (up 5.1% from 2Q 2022). Net income: JP¥162.0m (down 19% from 2Q 2022). Profit margin: 8.6% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Sep 28NTT Data Intramart Corporation to Report Q2, 2023 Results on Oct 26, 2022NTT Data Intramart Corporation announced that they will report Q2, 2023 results on Oct 26, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥24.56 (vs JP¥22.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.56 (up from JP¥22.50 in 1Q 2022). Revenue: JP¥2.02b (up 22% from 1Q 2022). Net income: JP¥119.0m (up 9.2% from 1Q 2022). Profit margin: 5.9% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 1.6% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥1,728, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 16% per annum over the same time period.
Reported Earnings • Jun 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥114 (up from JP¥22.09 in FY 2021). Revenue: JP¥7.65b (up 29% from FY 2021). Net income: JP¥550.0m (up 414% from FY 2021). Profit margin: 7.2% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 2.6%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • Jun 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥1,730, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 16% per annum over the same time period.
Buying Opportunity • May 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be JP¥1,733, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 16% per annum over the same time period.
Price Target Changed • May 13Price target decreased to JP¥2,000Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 45% above last closing price of JP¥1,375. Stock is down 51% over the past year. The company is forecast to post earnings per share of JP¥61.90 for next year compared to JP¥114 last year.
お知らせ • May 02NTT Data Intramart Corporation, Annual General Meeting, Jun 15, 2022NTT Data Intramart Corporation, Annual General Meeting, Jun 15, 2022.
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥114 (up from JP¥22.09 in FY 2021). Revenue: JP¥7.65b (up 29% from FY 2021). Net income: JP¥550.0m (up 414% from FY 2021). Profit margin: 7.2% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 4.5%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 2 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). President, CEO, Executive Officer, GM of Service, GM OF Sales & Representative Director Yoshihito Nakayama is the most experienced director on the board, commencing their role in 2000. Independent External Director Yasushi Nakamura was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Apr 08NTT Data Intramart Corporation to Report Fiscal Year 2022 Results on Apr 27, 2022NTT Data Intramart Corporation announced that they will report fiscal year 2022 results on Apr 27, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).
Reported Earnings • Jan 28Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥29.30 (up from JP¥5.78 loss in 3Q 2021). Revenue: JP¥2.00b (up 49% from 3Q 2021). Net income: JP¥142.0m (up JP¥170.0m from 3Q 2021). Profit margin: 7.1% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 615%. Over the next year, revenue is forecast to grow 8.1%, compared to a 15% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 19% per year.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥41.07 (vs JP¥6.19 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.79b (up 22% from 2Q 2021). Net income: JP¥199.0m (up JP¥169.0m from 2Q 2021). Profit margin: 11% (up from 2.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Price Target Changed • Aug 08Price target decreased to JP¥3,400Down from JP¥4,000, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥2,639. Stock is down 8.8% over the past year.
Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥22.50 (vs JP¥14.45 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.66b (up 39% from 1Q 2021). Net income: JP¥109.0m (up JP¥179.0m from 1Q 2021). Profit margin: 6.6% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 20Full year 2021 earnings released: EPS JP¥22.09 (vs JP¥107 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.91b (down 14% from FY 2020). Net income: JP¥107.0m (down 80% from FY 2020). Profit margin: 1.8% (down from 7.6% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • May 02Full year 2021 earnings released: EPS JP¥22.09 (vs JP¥107 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.91b (down 14% from FY 2020). Net income: JP¥107.0m (down 80% from FY 2020). Profit margin: 1.8% (down from 7.6% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 12 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.3%).
Price Target Changed • Mar 16Price target decreased to JP¥4,000Down from JP¥4,750, the current price target is an average from 2 analysts. New target price is 31% above last closing price of JP¥3,065. Stock is up 12% over the past year.
Reported Earnings • Jan 30Third quarter 2021 earnings released: JP¥5.78 loss per share (vs JP¥3.28 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: JP¥1.35b (down 15% from 3Q 2020). Net loss: JP¥28.0m (loss widened 75% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Jan 30Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 30%. Earnings per share (EPS) exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 30%, compared to a 12% growth forecast for the Software industry in Japan.
お知らせ • Dec 27NTT Data Intramart Corporation to Report Q3, 2021 Results on Jan 28, 2021NTT Data Intramart Corporation announced that they will report Q3, 2021 results on Jan 28, 2021
Is New 90 Day High Low • Dec 23New 90-day low: JP¥2,963The company is down 6.0% from its price of JP¥3,150 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥4,605 per share.
お知らせ • Oct 01NTT Data Intramart Corporation to Report Q2, 2021 Results on Oct 29, 2020NTT Data Intramart Corporation announced that they will report Q2, 2021 results on Oct 29, 2020
お知らせ • Jun 29NTT Data Intramart Corporation to Report Q1, 2021 Results on Jul 22, 2020NTT Data Intramart Corporation announced that they will report Q1, 2021 results on Jul 22, 2020