View Financial HealthTerraSkyLtd 配当と自社株買い配当金 基準チェック /06TerraSkyLtdは配当を支払う会社で、現在の利回りは0.91%です。次の支払い日は 28th May, 2026で、権利落ち日は26th February, 2026 。主要情報0.9%配当利回り-0.02%バイバック利回り総株主利回り0.9%将来の配当利回り1.1%配当成長n/a次回配当支払日28 May 26配当落ち日26 Feb 26一株当たり配当金n/a配当性向13%最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,044, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the IT industry in Japan. Total loss to shareholders of 18% over the past three years.分析記事 • Apr 22TerraSkyLtd's (TSE:3915) Earnings Are Weaker Than They SeemTerraSky Co.,Ltd.'s ( TSE:3915 ) stock was strong after they recently reported robust earnings. However, our analysis...New Risk • Apr 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥122 (up from JP¥78.91 in FY 2025). Revenue: JP¥28.1b (up 14% from FY 2025). Net income: JP¥1.57b (up 54% from FY 2025). Profit margin: 5.6% (up from 4.1% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 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 61% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Apr 14TerraSky Co.,Ltd., Annual General Meeting, May 27, 2026TerraSky Co.,Ltd., Annual General Meeting, May 27, 2026.Buy Or Sell Opportunity • Apr 13Now 24% overvaluedOver the last 90 days, the stock has fallen 24% to JP¥1,662. The fair value is estimated to be JP¥1,344, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.お知らせ • Apr 07TerraSky Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026TerraSky Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Buy Or Sell Opportunity • Mar 24Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥1,596. The fair value is estimated to be JP¥1,306, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.Buy Or Sell Opportunity • Mar 05Now 24% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥1,613. The fair value is estimated to be JP¥1,301, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,545, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the IT industry in Japan. Total loss to shareholders of 20% over the past three years.Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥51.28 (vs JP¥15.32 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.28 (up from JP¥15.32 in 3Q 2025). Revenue: JP¥7.00b (up 13% from 3Q 2025). Net income: JP¥662.0m (up 235% from 3Q 2025). Profit margin: 9.5% (up from 3.2% in 3Q 2025). Revenue is forecast to grow 14% 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 58% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 14Terrasky Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026TerraSky Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the period, the company expects net sales of JPY 27,901 million, operating profit of JPY 1,402 million, profit attributable to owners of parent of JPY 1,366 million and basic earnings per share of JPY 105.89.お知らせ • Nov 27TerraSky Co.,Ltd. to Report Q3, 2026 Results on Jan 14, 2026TerraSky Co.,Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥15.02 (vs JP¥14.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.02 (up from JP¥14.82 in 2Q 2025). Revenue: JP¥6.71b (up 9.7% from 2Q 2025). Net income: JP¥193.8m (up 1.5% from 2Q 2025). Profit margin: 2.9% (down from 3.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% 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 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 10TerraSky Co.,Ltd. (TSE:3915) acquired an additional 0.54% stake in Kitalive Inc. (SPSE:5039) for ¥7 million.TerraSky Co.,Ltd. (TSE:3915) acquired an additional 0.54% stake in Kitalive Inc. (SPSE:5039) for ¥7 million on October 10, 2025. TerraSky Co.,Ltd. held 49.48% before the acquisition. TerraSky Co.,Ltd. (TSE:3915) completed the acquisition of an additional 0.54% stake in Kitalive Inc. (SPSE:5039) on October 10, 2025.お知らせ • Aug 27TerraSky Co.,Ltd. to Report Q2, 2026 Results on Oct 15, 2025TerraSky Co.,Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥16.51 (vs JP¥13.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.51 (up from JP¥13.64 in 1Q 2025). Revenue: JP¥6.61b (up 14% from 1Q 2025). Net income: JP¥213.2m (up 21% from 1Q 2025). Profit margin: 3.2% (up from 3.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% 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 47% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,130, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 118% over the past three years.Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥78.91 (up from JP¥23.34 in FY 2024). Revenue: JP¥24.7b (up 29% from FY 2024). Net income: JP¥1.02b (up 239% from FY 2024). Profit margin: 4.1% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29TerraSky Co.,Ltd. to Report Q1, 2026 Results on Jul 15, 2025TerraSky Co.,Ltd. announced that they will report Q1, 2026 results on Jul 15, 2025Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥78.91 (up from JP¥23.34 in FY 2024). Revenue: JP¥24.7b (up 29% from FY 2024). Net income: JP¥1.02b (up 239% from FY 2024). Profit margin: 4.1% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 14+ 1 more updateTerraSky Co.,Ltd., Annual General Meeting, May 30, 2025TerraSky Co.,Ltd., Annual General Meeting, May 30, 2025.New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% 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.分析記事 • Apr 07The Price Is Right For TerraSky Co.,Ltd. (TSE:3915) Even After Diving 30%Unfortunately for some shareholders, the TerraSky Co.,Ltd. ( TSE:3915 ) share price has dived 30% in the last thirty...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,581, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 3.3% over the past three years.分析記事 • Apr 04With EPS Growth And More, TerraSkyLtd (TSE:3915) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Feb 03TerraSky Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025TerraSky Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥15.26 (vs JP¥0.078 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.26 (up from JP¥0.078 loss in 3Q 2024). Revenue: JP¥6.17b (up 25% from 3Q 2024). Net income: JP¥197.0m (up JP¥198.0m from 3Q 2024). Profit margin: 3.2% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.分析記事 • Jan 06TerraSky Co.,Ltd. (TSE:3915) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableTerraSky Co.,Ltd. ( TSE:3915 ) shareholders would be excited to see that the share price has had a great month, posting...Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥14.82 (vs JP¥6.23 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.82 (up from JP¥6.23 in 2Q 2024). Revenue: JP¥6.12b (up 34% from 2Q 2024). Net income: JP¥191.0m (up 139% from 2Q 2024). Profit margin: 3.1% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT 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 4% per year, which means it is significantly lagging earnings.お知らせ • Oct 16TerraSky Co.,Ltd. Provides Consolidated Financial Guidance for the Year Ending February 28, 2025TerraSky Co.,Ltd. provided consolidated financial guidance for the year ending February 28, 2025. For the period, the company expects Net sales of JPY 24,024 million, Operating profit of JPY 905 million, Profit attributable to owners of parent of JPY 565 million and Earnings per share of JPY 44.02.分析記事 • Sep 01Earnings Tell The Story For TerraSky Co.,Ltd. (TSE:3915) As Its Stock Soars 26%TerraSky Co.,Ltd. ( TSE:3915 ) shareholders have had their patience rewarded with a 26% share price jump in the last...Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,364, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 17% over the past three years.分析記事 • Aug 08TerraSkyLtd (TSE:3915) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥1,667, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 14% over the past three years.お知らせ • Jul 31TerraSky Co.,Ltd. to Report Q2, 2025 Results on Oct 15, 2024TerraSky Co.,Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥13.64 (vs JP¥2.73 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.64 (up from JP¥2.73 in 1Q 2024). Revenue: JP¥5.81b (up 33% from 1Q 2024). Net income: JP¥176.0m (up 403% from 1Q 2024). Profit margin: 3.0% (up from 0.8% in 1Q 2024). The increase in margin was driven by higher revenue. 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 fallen by 3% per year whereas the company’s share price has increased by 1% per year.Reported Earnings • Jun 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥23.34 (down from JP¥27.12 in FY 2023). Revenue: JP¥19.1b (up 24% from FY 2023). Net income: JP¥300.0m (down 14% from FY 2023). Profit margin: 1.6% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 17% 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, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.お知らせ • May 29TerraSky Co.,Ltd. to Report Q1, 2025 Results on Jul 12, 2024TerraSky Co.,Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024分析記事 • Apr 16Investors Still Aren't Entirely Convinced By TerraSky Co.,Ltd.'s (TSE:3915) Revenues Despite 37% Price JumpTerraSky Co.,Ltd. ( TSE:3915 ) shareholders have had their patience rewarded with a 37% share price jump in the last...New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% 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 (8.9% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.6% net profit margin).お知らせ • Apr 14TerraSky Co.,Ltd., Annual General Meeting, May 31, 2024TerraSky Co.,Ltd., Annual General Meeting, May 31, 2024.Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥23.34 (down from JP¥27.12 in FY 2023). Revenue: JP¥19.1b (up 24% from FY 2023). Net income: JP¥300.0m (down 14% from FY 2023). Profit margin: 1.6% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.お知らせ • Jan 31TerraSky Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024TerraSky Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024Reported Earnings • Jan 16Third quarter 2024 earnings released: JP¥0.078 loss per share (vs JP¥7.36 profit in 3Q 2023)Third quarter 2024 results: JP¥0.078 loss per share (down from JP¥7.36 profit in 3Q 2023). Revenue: JP¥4.95b (up 21% from 3Q 2023). Net loss: JP¥1.00m (down 101% from profit in 3Q 2023). Profit margin: 0% (down from 2.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.お知らせ • Dec 02TerraSky Co.,Ltd. to Report Q3, 2024 Results on Jan 15, 2024TerraSky Co.,Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,431, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 70% over the past three years.Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥6.23 (vs JP¥6.89 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.23 (down from JP¥6.89 in 2Q 2023). Revenue: JP¥4.58b (up 22% from 2Q 2023). Net income: JP¥80.0m (down 9.1% from 2Q 2023). Profit margin: 1.7% (down from 2.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% 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, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.お知らせ • Jul 30TerraSky Co.,Ltd. to Report Q2, 2024 Results on Oct 13, 2023TerraSky Co.,Ltd. announced that they will report Q2, 2024 results on Oct 13, 2023Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,055, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 58% over the past three years.Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥2.73 (vs JP¥3.83 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.73 (down from JP¥3.83 in 1Q 2023). Revenue: JP¥4.35b (up 23% from 1Q 2023). Net income: JP¥35.0m (down 29% from 1Q 2023). Profit margin: 0.8% (down from 1.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 02Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥27.12 (up from JP¥23.99 in FY 2022). Revenue: JP¥15.4b (up 23% from FY 2022). Net income: JP¥347.0m (up 13% from FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 21% 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, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.お知らせ • May 04TerraSky Co.,Ltd. to Report Q1, 2024 Results on Jul 14, 2023TerraSky Co.,Ltd. announced that they will report Q1, 2024 results on Jul 14, 2023Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥27.12 (up from JP¥23.99 in FY 2022). Revenue: JP¥15.4b (up 23% from FY 2022). Net income: JP¥347.0m (up 13% from FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,884, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 41% over the past three years.Reported Earnings • Jan 17Third quarter 2023 earnings released: EPS: JP¥7.36 (vs JP¥5.33 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.36 (up from JP¥5.33 in 3Q 2022). Revenue: JP¥4.10b (up 26% from 3Q 2022). Net income: JP¥94.0m (up 38% from 3Q 2022). Profit margin: 2.3% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Nov 18TerraSky Co.,Ltd. to Report Q3, 2023 Results on Jan 16, 2023TerraSky Co.,Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Umino Shinobu was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥6.89 (vs JP¥6.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥6.89 (up from JP¥6.12 in 2Q 2022). Revenue: JP¥3.77b (up 24% from 2Q 2022). Net income: JP¥88.0m (up 13% from 2Q 2022). Profit margin: 2.3% (down from 2.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Aug 12TerraSky Co.,Ltd. to Report Q2, 2023 Results on Oct 14, 2022TerraSky Co.,Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥3.83 (vs JP¥4.16 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.83 (down from JP¥4.16 in 1Q 2022). Revenue: JP¥3.54b (up 26% from 1Q 2022). Net income: JP¥49.0m (down 7.5% from 1Q 2022). Profit margin: 1.4% (down from 1.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥23.99 (down from JP¥194 in FY 2021). Revenue: JP¥12.6b (up 13% from FY 2021). Net income: JP¥306.0m (down 88% from FY 2021). Profit margin: 2.4% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 26%, compared to a 8.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.お知らせ • May 29TerraSky Co.,Ltd. to Report Q1, 2023 Results on Jul 15, 2022TerraSky Co.,Ltd. announced that they will report Q1, 2023 results on Jul 15, 2022Board Change • Apr 27Less 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. 4 non-independent directors. Independent Outside Director Umino Shinobu was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16TerraSky Co.,Ltd., Annual General Meeting, May 27, 2022TerraSky Co.,Ltd., Annual General Meeting, May 27, 2022.Reported Earnings • Apr 15Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥23.99 (down from JP¥194 in FY 2021). Revenue: JP¥12.6b (up 13% from FY 2021). Net income: JP¥306.0m (down 88% from FY 2021). Profit margin: 2.4% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.お知らせ • Apr 08TerraSky Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022TerraSky Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥5.33 (down from JP¥5.43 in 3Q 2021). Revenue: JP¥3.25b (up 20% from 3Q 2021). Net income: JP¥68.0m (down 1.4% from 3Q 2021). Profit margin: 2.1% (down from 2.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 18%, 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 21% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,049, the stock trades at a trailing P/E ratio of 71.7x. Average trailing P/E is 20x in the IT industry in Japan. Total returns to shareholders of 14% over the past three years.Reported Earnings • Oct 16Second quarter 2022 earnings released: EPS JP¥6.12 (vs JP¥7.67 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥3.03b (up 15% from 2Q 2021). Net income: JP¥78.0m (down 20% from 2Q 2021). Profit margin: 2.6% (down from 3.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,160, the stock trades at a forward P/E ratio of 81x. Average forward P/E is 25x in the IT industry in Japan. Total returns to shareholders of 19% over the past three years.Reported Earnings • Jul 18First quarter 2022 earnings released: EPS JP¥4.16 (vs JP¥169 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.80b (down 4.3% from 1Q 2021). Net income: JP¥53.0m (down 98% from 1Q 2021). Profit margin: 1.9% (down from 73% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 03Full year 2021 earnings released: EPS JP¥194 (vs JP¥70.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 20% from FY 2020). Net income: JP¥2.46b (up 179% from FY 2020). Profit margin: 22% (up from 9.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 16Full year 2021 earnings released: EPS JP¥194 (vs JP¥70.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 20% from FY 2020). Net income: JP¥2.46b (up 179% from FY 2020). Profit margin: 22% (up from 9.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 03New 90-day low: JP¥3,540The company is down 20% from its price of JP¥4,440 on 03 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.お知らせ • Feb 04TerraSky Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021TerraSky Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥5.43The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥2.70b (up 18% from 3Q 2020). Net income: JP¥69.0m (down 42% from 3Q 2020). Profit margin: 2.6% (down from 5.2% 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 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 15New 90-day low: JP¥3,650The company is down 25% from its price of JP¥4,850 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 5.0% over the same period.Is New 90 Day High Low • Dec 15New 90-day low: JP¥4,225The company is down 8.0% from its price of JP¥4,570 on 16 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 5.0% over the same period.お知らせ • Aug 09TerraSky Co.,Ltd. to Report Q2, 2021 Results on Oct 15, 2020TerraSky Co.,Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020お知らせ • Jul 17TerraSky Co.,Ltd. to Report Q1, 2021 Results on Jul 15, 2020TerraSky Co.,Ltd. announced that they will report Q1, 2021 results on Jul 15, 2020決済の安定と成長配当データの取得安定した配当: 3915はJP市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: 3915はJP市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場TerraSkyLtd 配当利回り対市場3915 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3915)0.9%市場下位25% (JP)1.7%市場トップ25% (JP)3.8%業界平均 (IT)1.9%アナリスト予想 (3915) (最長3年)1.1%注目すべき配当: 3915の配当金 ( 0.91% ) はJP市場の配当金支払者の下位 25% ( 1.74% ) と比べると目立ったものではありません。高配当: 3915の配当金 ( 0.91% ) はJP市場の配当金支払者の上位 25% ( 3.78% ) と比較すると低いです。株主への利益配当収益カバレッジ: 3915 JP市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: 3915 JP市場において目立った配当金を支払っていません。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 11:12終値2026/05/21 00:00収益2026/02/28年間収益2026/02/28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TerraSky Co.,Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Makoto UenoDaiwa Securities Co. Ltd.Teruo IsozakiIchiyoshi Research Institute Inc.null nullStorm Research Limited
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,044, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the IT industry in Japan. Total loss to shareholders of 18% over the past three years.
分析記事 • Apr 22TerraSkyLtd's (TSE:3915) Earnings Are Weaker Than They SeemTerraSky Co.,Ltd.'s ( TSE:3915 ) stock was strong after they recently reported robust earnings. However, our analysis...
New Risk • Apr 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥122 (up from JP¥78.91 in FY 2025). Revenue: JP¥28.1b (up 14% from FY 2025). Net income: JP¥1.57b (up 54% from FY 2025). Profit margin: 5.6% (up from 4.1% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 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 61% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14TerraSky Co.,Ltd., Annual General Meeting, May 27, 2026TerraSky Co.,Ltd., Annual General Meeting, May 27, 2026.
Buy Or Sell Opportunity • Apr 13Now 24% overvaluedOver the last 90 days, the stock has fallen 24% to JP¥1,662. The fair value is estimated to be JP¥1,344, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.
お知らせ • Apr 07TerraSky Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026TerraSky Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Buy Or Sell Opportunity • Mar 24Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥1,596. The fair value is estimated to be JP¥1,306, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.
Buy Or Sell Opportunity • Mar 05Now 24% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥1,613. The fair value is estimated to be JP¥1,301, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,545, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the IT industry in Japan. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥51.28 (vs JP¥15.32 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.28 (up from JP¥15.32 in 3Q 2025). Revenue: JP¥7.00b (up 13% from 3Q 2025). Net income: JP¥662.0m (up 235% from 3Q 2025). Profit margin: 9.5% (up from 3.2% in 3Q 2025). Revenue is forecast to grow 14% 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 58% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 14Terrasky Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026TerraSky Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the period, the company expects net sales of JPY 27,901 million, operating profit of JPY 1,402 million, profit attributable to owners of parent of JPY 1,366 million and basic earnings per share of JPY 105.89.
お知らせ • Nov 27TerraSky Co.,Ltd. to Report Q3, 2026 Results on Jan 14, 2026TerraSky Co.,Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026
Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥15.02 (vs JP¥14.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.02 (up from JP¥14.82 in 2Q 2025). Revenue: JP¥6.71b (up 9.7% from 2Q 2025). Net income: JP¥193.8m (up 1.5% from 2Q 2025). Profit margin: 2.9% (down from 3.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% 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 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 10TerraSky Co.,Ltd. (TSE:3915) acquired an additional 0.54% stake in Kitalive Inc. (SPSE:5039) for ¥7 million.TerraSky Co.,Ltd. (TSE:3915) acquired an additional 0.54% stake in Kitalive Inc. (SPSE:5039) for ¥7 million on October 10, 2025. TerraSky Co.,Ltd. held 49.48% before the acquisition. TerraSky Co.,Ltd. (TSE:3915) completed the acquisition of an additional 0.54% stake in Kitalive Inc. (SPSE:5039) on October 10, 2025.
お知らせ • Aug 27TerraSky Co.,Ltd. to Report Q2, 2026 Results on Oct 15, 2025TerraSky Co.,Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025
Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥16.51 (vs JP¥13.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.51 (up from JP¥13.64 in 1Q 2025). Revenue: JP¥6.61b (up 14% from 1Q 2025). Net income: JP¥213.2m (up 21% from 1Q 2025). Profit margin: 3.2% (up from 3.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% 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 47% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,130, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 118% over the past three years.
Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥78.91 (up from JP¥23.34 in FY 2024). Revenue: JP¥24.7b (up 29% from FY 2024). Net income: JP¥1.02b (up 239% from FY 2024). Profit margin: 4.1% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29TerraSky Co.,Ltd. to Report Q1, 2026 Results on Jul 15, 2025TerraSky Co.,Ltd. announced that they will report Q1, 2026 results on Jul 15, 2025
Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥78.91 (up from JP¥23.34 in FY 2024). Revenue: JP¥24.7b (up 29% from FY 2024). Net income: JP¥1.02b (up 239% from FY 2024). Profit margin: 4.1% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 14+ 1 more updateTerraSky Co.,Ltd., Annual General Meeting, May 30, 2025TerraSky Co.,Ltd., Annual General Meeting, May 30, 2025.
New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% 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.
分析記事 • Apr 07The Price Is Right For TerraSky Co.,Ltd. (TSE:3915) Even After Diving 30%Unfortunately for some shareholders, the TerraSky Co.,Ltd. ( TSE:3915 ) share price has dived 30% in the last thirty...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,581, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 3.3% over the past three years.
分析記事 • Apr 04With EPS Growth And More, TerraSkyLtd (TSE:3915) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Feb 03TerraSky Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025TerraSky Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥15.26 (vs JP¥0.078 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.26 (up from JP¥0.078 loss in 3Q 2024). Revenue: JP¥6.17b (up 25% from 3Q 2024). Net income: JP¥197.0m (up JP¥198.0m from 3Q 2024). Profit margin: 3.2% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.
分析記事 • Jan 06TerraSky Co.,Ltd. (TSE:3915) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableTerraSky Co.,Ltd. ( TSE:3915 ) shareholders would be excited to see that the share price has had a great month, posting...
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥14.82 (vs JP¥6.23 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.82 (up from JP¥6.23 in 2Q 2024). Revenue: JP¥6.12b (up 34% from 2Q 2024). Net income: JP¥191.0m (up 139% from 2Q 2024). Profit margin: 3.1% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT 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 4% per year, which means it is significantly lagging earnings.
お知らせ • Oct 16TerraSky Co.,Ltd. Provides Consolidated Financial Guidance for the Year Ending February 28, 2025TerraSky Co.,Ltd. provided consolidated financial guidance for the year ending February 28, 2025. For the period, the company expects Net sales of JPY 24,024 million, Operating profit of JPY 905 million, Profit attributable to owners of parent of JPY 565 million and Earnings per share of JPY 44.02.
分析記事 • Sep 01Earnings Tell The Story For TerraSky Co.,Ltd. (TSE:3915) As Its Stock Soars 26%TerraSky Co.,Ltd. ( TSE:3915 ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,364, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 17% over the past three years.
分析記事 • Aug 08TerraSkyLtd (TSE:3915) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥1,667, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 14% over the past three years.
お知らせ • Jul 31TerraSky Co.,Ltd. to Report Q2, 2025 Results on Oct 15, 2024TerraSky Co.,Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥13.64 (vs JP¥2.73 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.64 (up from JP¥2.73 in 1Q 2024). Revenue: JP¥5.81b (up 33% from 1Q 2024). Net income: JP¥176.0m (up 403% from 1Q 2024). Profit margin: 3.0% (up from 0.8% in 1Q 2024). The increase in margin was driven by higher revenue. 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 fallen by 3% per year whereas the company’s share price has increased by 1% per year.
Reported Earnings • Jun 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥23.34 (down from JP¥27.12 in FY 2023). Revenue: JP¥19.1b (up 24% from FY 2023). Net income: JP¥300.0m (down 14% from FY 2023). Profit margin: 1.6% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 17% 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, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
お知らせ • May 29TerraSky Co.,Ltd. to Report Q1, 2025 Results on Jul 12, 2024TerraSky Co.,Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024
分析記事 • Apr 16Investors Still Aren't Entirely Convinced By TerraSky Co.,Ltd.'s (TSE:3915) Revenues Despite 37% Price JumpTerraSky Co.,Ltd. ( TSE:3915 ) shareholders have had their patience rewarded with a 37% share price jump in the last...
New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% 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 (8.9% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.6% net profit margin).
お知らせ • Apr 14TerraSky Co.,Ltd., Annual General Meeting, May 31, 2024TerraSky Co.,Ltd., Annual General Meeting, May 31, 2024.
Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥23.34 (down from JP¥27.12 in FY 2023). Revenue: JP¥19.1b (up 24% from FY 2023). Net income: JP¥300.0m (down 14% from FY 2023). Profit margin: 1.6% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 31TerraSky Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024TerraSky Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024
Reported Earnings • Jan 16Third quarter 2024 earnings released: JP¥0.078 loss per share (vs JP¥7.36 profit in 3Q 2023)Third quarter 2024 results: JP¥0.078 loss per share (down from JP¥7.36 profit in 3Q 2023). Revenue: JP¥4.95b (up 21% from 3Q 2023). Net loss: JP¥1.00m (down 101% from profit in 3Q 2023). Profit margin: 0% (down from 2.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 02TerraSky Co.,Ltd. to Report Q3, 2024 Results on Jan 15, 2024TerraSky Co.,Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,431, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 70% over the past three years.
Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥6.23 (vs JP¥6.89 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.23 (down from JP¥6.89 in 2Q 2023). Revenue: JP¥4.58b (up 22% from 2Q 2023). Net income: JP¥80.0m (down 9.1% from 2Q 2023). Profit margin: 1.7% (down from 2.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% 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, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 30TerraSky Co.,Ltd. to Report Q2, 2024 Results on Oct 13, 2023TerraSky Co.,Ltd. announced that they will report Q2, 2024 results on Oct 13, 2023
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,055, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥2.73 (vs JP¥3.83 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.73 (down from JP¥3.83 in 1Q 2023). Revenue: JP¥4.35b (up 23% from 1Q 2023). Net income: JP¥35.0m (down 29% from 1Q 2023). Profit margin: 0.8% (down from 1.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 02Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥27.12 (up from JP¥23.99 in FY 2022). Revenue: JP¥15.4b (up 23% from FY 2022). Net income: JP¥347.0m (up 13% from FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 21% 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, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
お知らせ • May 04TerraSky Co.,Ltd. to Report Q1, 2024 Results on Jul 14, 2023TerraSky Co.,Ltd. announced that they will report Q1, 2024 results on Jul 14, 2023
Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥27.12 (up from JP¥23.99 in FY 2022). Revenue: JP¥15.4b (up 23% from FY 2022). Net income: JP¥347.0m (up 13% from FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,884, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 41% over the past three years.
Reported Earnings • Jan 17Third quarter 2023 earnings released: EPS: JP¥7.36 (vs JP¥5.33 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.36 (up from JP¥5.33 in 3Q 2022). Revenue: JP¥4.10b (up 26% from 3Q 2022). Net income: JP¥94.0m (up 38% from 3Q 2022). Profit margin: 2.3% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 18TerraSky Co.,Ltd. to Report Q3, 2023 Results on Jan 16, 2023TerraSky Co.,Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Umino Shinobu was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥6.89 (vs JP¥6.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥6.89 (up from JP¥6.12 in 2Q 2022). Revenue: JP¥3.77b (up 24% from 2Q 2022). Net income: JP¥88.0m (up 13% from 2Q 2022). Profit margin: 2.3% (down from 2.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Aug 12TerraSky Co.,Ltd. to Report Q2, 2023 Results on Oct 14, 2022TerraSky Co.,Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022
Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥3.83 (vs JP¥4.16 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.83 (down from JP¥4.16 in 1Q 2022). Revenue: JP¥3.54b (up 26% from 1Q 2022). Net income: JP¥49.0m (down 7.5% from 1Q 2022). Profit margin: 1.4% (down from 1.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥23.99 (down from JP¥194 in FY 2021). Revenue: JP¥12.6b (up 13% from FY 2021). Net income: JP¥306.0m (down 88% from FY 2021). Profit margin: 2.4% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 26%, compared to a 8.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • May 29TerraSky Co.,Ltd. to Report Q1, 2023 Results on Jul 15, 2022TerraSky Co.,Ltd. announced that they will report Q1, 2023 results on Jul 15, 2022
Board Change • Apr 27Less 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. 4 non-independent directors. Independent Outside Director Umino Shinobu was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16TerraSky Co.,Ltd., Annual General Meeting, May 27, 2022TerraSky Co.,Ltd., Annual General Meeting, May 27, 2022.
Reported Earnings • Apr 15Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥23.99 (down from JP¥194 in FY 2021). Revenue: JP¥12.6b (up 13% from FY 2021). Net income: JP¥306.0m (down 88% from FY 2021). Profit margin: 2.4% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • Apr 08TerraSky Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022TerraSky Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022
Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥5.33 (down from JP¥5.43 in 3Q 2021). Revenue: JP¥3.25b (up 20% from 3Q 2021). Net income: JP¥68.0m (down 1.4% from 3Q 2021). Profit margin: 2.1% (down from 2.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 18%, 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 21% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,049, the stock trades at a trailing P/E ratio of 71.7x. Average trailing P/E is 20x in the IT industry in Japan. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Oct 16Second quarter 2022 earnings released: EPS JP¥6.12 (vs JP¥7.67 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥3.03b (up 15% from 2Q 2021). Net income: JP¥78.0m (down 20% from 2Q 2021). Profit margin: 2.6% (down from 3.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,160, the stock trades at a forward P/E ratio of 81x. Average forward P/E is 25x in the IT industry in Japan. Total returns to shareholders of 19% over the past three years.
Reported Earnings • Jul 18First quarter 2022 earnings released: EPS JP¥4.16 (vs JP¥169 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.80b (down 4.3% from 1Q 2021). Net income: JP¥53.0m (down 98% from 1Q 2021). Profit margin: 1.9% (down from 73% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 03Full year 2021 earnings released: EPS JP¥194 (vs JP¥70.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 20% from FY 2020). Net income: JP¥2.46b (up 179% from FY 2020). Profit margin: 22% (up from 9.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 16Full year 2021 earnings released: EPS JP¥194 (vs JP¥70.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 20% from FY 2020). Net income: JP¥2.46b (up 179% from FY 2020). Profit margin: 22% (up from 9.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 03New 90-day low: JP¥3,540The company is down 20% from its price of JP¥4,440 on 03 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.
お知らせ • Feb 04TerraSky Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021TerraSky Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021
Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥5.43The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥2.70b (up 18% from 3Q 2020). Net income: JP¥69.0m (down 42% from 3Q 2020). Profit margin: 2.6% (down from 5.2% 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 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 15New 90-day low: JP¥3,650The company is down 25% from its price of JP¥4,850 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Dec 15New 90-day low: JP¥4,225The company is down 8.0% from its price of JP¥4,570 on 16 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 5.0% over the same period.
お知らせ • Aug 09TerraSky Co.,Ltd. to Report Q2, 2021 Results on Oct 15, 2020TerraSky Co.,Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020
お知らせ • Jul 17TerraSky Co.,Ltd. to Report Q1, 2021 Results on Jul 15, 2020TerraSky Co.,Ltd. announced that they will report Q1, 2021 results on Jul 15, 2020