View ValuationoRo 将来の成長Future 基準チェック /36oRoは、13.6%と12.5%でそれぞれ年率13.6%で利益と収益が成長すると予測される一方、EPSはgrowで13.8%年率。主要情報13.6%収益成長率13.79%EPS成長率IT 収益成長11.3%収益成長率12.5%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17 Mar 2026今後の成長に関する最新情報Price Target Changed • Nov 16Price target decreased to JP¥4,100Down from JP¥4,900, the current price target is provided by 1 analyst. New target price is 138% above last closing price of JP¥1,721. Stock is down 57% over the past year. The company is forecast to post earnings per share of JP¥94.06 for next year compared to JP¥87.95 last year.お知らせ • Nov 15oRo Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending December 31, 2022oRo Co., Ltd. provided consolidated earnings guidance for the full year ending December 31, 2022. For the period, the company expects revenue to be JPY 6,180 million, operating profit to be JPY 2,050 million, profit to be JPY 1,435 million, profit attributable to owners of parent to be JPY 1,435 million and earnings per share to be JPY 89.07.Price Target Changed • Apr 27Price target decreased to JP¥4,100Down from JP¥4,900, the current price target is an average from 2 analysts. New target price is 102% above last closing price of JP¥2,025. Stock is down 45% over the past year. The company is forecast to post earnings per share of JP¥95.03 for next year compared to JP¥87.95 last year.お知らせ • Mar 30oRo Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024oRo Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the year, the company expects revenue of JPY 8,757 million and operating profit of JPY 2,486 million.すべての更新を表示Recent updatesReported Earnings • May 18First quarter 2026 earnings released: EPS: JP¥37.10 (vs JP¥25.66 in 1Q 2025)First quarter 2026 results: EPS: JP¥37.10 (up from JP¥25.66 in 1Q 2025). Revenue: JP¥2.35b (up 19% from 1Q 2025). Net income: JP¥578.0m (up 41% from 1Q 2025). Profit margin: 25% (up from 21% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% 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 • Mar 13oRo Co., Ltd. (TSE:3983) announces an Equity Buyback for 650,000 shares, representing 4.17% for ¥1,000 million.oRo Co., Ltd. (TSE:3983) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 4.17% of its issued share capital (excluding treasury stock) for ¥1,000 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency. The company intends to cancel all treasury shares purchased in this acquisition. The program will be valid till September 30, 2026. As of February 28, 2026, the company had 15,583,990 shares outstanding and 365,063 shares in treasury.Reported Earnings • Feb 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥120 (down from JP¥129 in FY 2024). Revenue: JP¥8.31b (up 5.2% from FY 2024). Net income: JP¥1.90b (down 8.5% from FY 2024). Profit margin: 23% (down from 26% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.お知らせ • Feb 15+ 2 more updatesOro Co., Ltd. Announced Cash Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 27, 2026; Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending December 31, 2026oRo Co., Ltd. announced cash dividend for the fiscal year ended December 31, 2025 of JPY 50.00 per share compared to JPY 35.00 per share paid a year ago. Scheduled date to commence dividend payments is March 27, 2026. For the second quarter of fiscal year ending December 31, 2026, the company expects to pay dividend of JPY 25.00 per share.お知らせ • Feb 13oRo Co., Ltd., Annual General Meeting, Mar 24, 2026oRo Co., Ltd., Annual General Meeting, Mar 24, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).分析記事 • Nov 30oRo (TSE:3983) Will Pay A Larger Dividend Than Last Year At ¥50.00oRo Co., Ltd.'s ( TSE:3983 ) dividend will be increasing from last year's payment of the same period to ¥50.00 on 27th...Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥30.63 (vs JP¥23.89 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.63 (up from JP¥23.89 in 3Q 2024). Revenue: JP¥2.10b (up 6.0% from 3Q 2024). Net income: JP¥480.0m (up 25% from 3Q 2024). Profit margin: 23% (up from 19% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.分析記事 • Nov 15oRo (TSE:3983) Has Announced That It Will Be Increasing Its Dividend To ¥50.00oRo Co., Ltd.'s ( TSE:3983 ) dividend will be increasing from last year's payment of the same period to ¥50.00 on 27th...お知らせ • Nov 15oRo Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026oRo Co., Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026分析記事 • Aug 17oRo's (TSE:3983) Dividend Will Be Increased To ¥50.00The board of oRo Co., Ltd. ( TSE:3983 ) has announced that it will be paying its dividend of ¥50.00 on the 27th of...Declared Dividend • Aug 16Dividend increased to JP¥50.00Dividend of JP¥50.00 is 43% higher than last year. Ex-date: 29th December 2025 Payment date: 27th March 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 27% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 107% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: JP¥21.69 (vs JP¥29.32 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.69 (down from JP¥29.32 in 2Q 2024). Revenue: JP¥1.91b (flat on 2Q 2024). Net income: JP¥344.7m (down 27% from 2Q 2024). Profit margin: 18% (down from 25% in 2Q 2024). Revenue is forecast to grow 20% 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 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 14oRo Co., Ltd. to Report Q3, 2025 Results on Nov 14, 2025oRo Co., Ltd. announced that they will report Q3, 2025 results on Nov 14, 2025分析記事 • May 23oRo's (TSE:3983) Earnings Offer More Than Meets The EyeoRo Co., Ltd. ( TSE:3983 ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • May 19First quarter 2025 earnings released: EPS: JP¥25.64 (vs JP¥32.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥25.64 (down from JP¥32.31 in 1Q 2024). Revenue: JP¥1.98b (up 3.1% from 1Q 2024). Net income: JP¥409.0m (down 22% from 1Q 2024). Profit margin: 21% (down from 27% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.お知らせ • May 16oRo Co., Ltd. (TSE:3983) announces an Equity Buyback for 500,000 shares, representing 3.14% for ¥1,000 million.oRo Co., Ltd. (TSE:3983) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 3.14% of its issued share capital (excluding treasury stock) for ¥1,000 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency. The company intends to cancel all treasury shares purchased in this acquisition. The program will be valid till November 30, 2025. As of April 30, 2025, the company had 15,925,548 shares outstanding and 23,505 shares in treasury.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,818, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 58% over the past three years.Buy Or Sell Opportunity • May 15Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 7.5% to JP¥2,818. The fair value is estimated to be JP¥2,255, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • May 14oRo Co., Ltd. to Report Q2, 2025 Results on Aug 14, 2025oRo Co., Ltd. announced that they will report Q2, 2025 results on Aug 14, 2025分析記事 • May 13Here's Why We Think oRo (TSE:3983) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,067, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 1.3% over the past three years.Reported Earnings • Mar 28Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥129 (up from JP¥114 in FY 2023). Revenue: JP¥7.90b (up 12% from FY 2023). Net income: JP¥2.07b (up 13% from FY 2023). Profit margin: 26% (in line with FY 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 16Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥129 (up from JP¥114 in FY 2023). Revenue: JP¥7.90b (up 12% from FY 2023). Net income: JP¥2.07b (up 13% from FY 2023). Profit margin: 26% (in line with FY 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14+ 2 more updatesoRo Co., Ltd. to Report Q1, 2025 Results on May 14, 2025oRo Co., Ltd. announced that they will report Q1, 2025 results on May 14, 2025分析記事 • Jan 30Many Would Be Envious Of oRo's (TSE:3983) Excellent Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Upcoming Dividend • Dec 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 26 March 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.4%).分析記事 • Nov 22Why oRo's (TSE:3983) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from oRo Co., Ltd. ( TSE:3983 ) despite the healthy...Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: JP¥23.89 (vs JP¥31.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.89 (down from JP¥31.56 in 3Q 2023). Revenue: JP¥1.98b (up 5.7% from 3Q 2023). Net income: JP¥385.4m (down 24% from 3Q 2023). Profit margin: 19% (down from 27% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% 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 12% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.分析記事 • Nov 14oRo (TSE:3983) Has Announced A Dividend Of ¥30.00oRo Co., Ltd.'s ( TSE:3983 ) investors are due to receive a payment of ¥30.00 per share on 26th of March. This means...お知らせ • Nov 14+ 2 more updatesoRo Co., Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025oRo Co., Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025New Risk • Nov 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Oct 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to JP¥2,370. The fair value is estimated to be JP¥3,052, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.Buy Or Sell Opportunity • Sep 11Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,419. The fair value is estimated to be JP¥3,083, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.分析記事 • Aug 30oRo (TSE:3983) Is Paying Out A Dividend Of ¥30.00oRo Co., Ltd. ( TSE:3983 ) has announced that it will pay a dividend of ¥30.00 per share on the 26th of March. Based on...お知らせ • Aug 27oRo Co., Ltd. to Report Q3, 2024 Results on Nov 14, 2024oRo Co., Ltd. announced that they will report Q3, 2024 results on Nov 14, 2024Reported Earnings • Aug 19Second quarter 2024 earnings released: EPS: JP¥29.38 (vs JP¥27.91 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.38 (up from JP¥27.91 in 2Q 2023). Revenue: JP¥1.90b (up 12% from 2Q 2023). Net income: JP¥474.0m (up 5.3% from 2Q 2023). Profit margin: 25% (down from 27% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.分析記事 • Aug 16oRo's (TSE:3983) Dividend Will Be ¥30.00oRo Co., Ltd.'s ( TSE:3983 ) investors are due to receive a payment of ¥30.00 per share on 26th of March. This means...Declared Dividend • Aug 16Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 27th December 2024 Payment date: 26th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 22% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 05What Does oRo Co., Ltd.'s (TSE:3983) Share Price Indicate?oRo Co., Ltd. ( TSE:3983 ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • Aug 05oRo Co., Ltd.'s (TSE:3983) Popularity With Investors Under Threat As Stock Sinks 26%The oRo Co., Ltd. ( TSE:3983 ) share price has fared very poorly over the last month, falling by a substantial 26...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.3% 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 • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,004, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 46% over the past three years.Board Change • Jun 19High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Senior Managing Executive Officer, GM of Corporate Headquarters & Director Yasuhisa Hino is the most experienced director on the board, commencing their role in 1999. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • May 24Now 21% undervaluedOver the last 90 days, the stock has risen 9.1% to JP¥2,804. The fair value is estimated to be JP¥3,570, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.Reported Earnings • May 18First quarter 2024 earnings released: EPS: JP¥32.31 (vs JP¥25.19 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.31 (up from JP¥25.19 in 1Q 2023). Revenue: JP¥1.92b (up 21% from 1Q 2023). Net income: JP¥521.0m (up 28% from 1Q 2023). Profit margin: 27% (up from 26% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% 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 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • May 15oRo Co., Ltd. to Report Q2, 2024 Results on Aug 14, 2024oRo Co., Ltd. announced that they will report Q2, 2024 results on Aug 14, 2024Reported Earnings • Mar 28Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥114 (up from JP¥101 in FY 2022). Revenue: JP¥7.03b (up 13% from FY 2022). Net income: JP¥1.84b (up 13% from FY 2022). Profit margin: 26% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥114 (up from JP¥101 in FY 2022). Revenue: JP¥7.03b (up 13% from FY 2022). Net income: JP¥1.84b (up 13% from FY 2022). Profit margin: 26% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Feb 14+ 3 more updatesoRo Co., Ltd. Announces Directorate ChangesoRo Co., Ltd. announced retirement of directors who are Audit and Supervisory Committee Member: Seiichi Suzuk- Director, Audit and Supervisory Committee Member (Outside); and Minoru Hirook Director, Audit and Supervisory Committee Member (Outside).Buying Opportunity • Dec 22Now 20% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be JP¥3,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.Upcoming Dividend • Dec 21Upcoming dividend of JP¥30.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.5%).Reported Earnings • Nov 18Third quarter 2023 earnings released: EPS: JP¥31.57 (vs JP¥27.24 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.57 (up from JP¥27.24 in 3Q 2022). Revenue: JP¥1.88b (up 17% from 3Q 2022). Net income: JP¥509.0m (up 16% from 3Q 2022). Profit margin: 27% (in line with 3Q 2022). Revenue is forecast to grow 9.8% 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 18% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Nov 15oRo Co., Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024oRo Co., Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,460, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 22% over the past three years.お知らせ • Aug 27oRo Co., Ltd. to Report Q3, 2023 Results on Nov 14, 2023oRo Co., Ltd. announced that they will report Q3, 2023 results on Nov 14, 2023Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,045, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 34% over the past three years.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: JP¥27.97 (vs JP¥20.85 in 2Q 2022)Second quarter 2023 results: EPS: JP¥27.97 (up from JP¥20.85 in 2Q 2022). Revenue: JP¥1.69b (up 16% from 2Q 2022). Net income: JP¥451.0m (up 34% from 2Q 2022). Profit margin: 27% (up from 23% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • May 28oRo Co., Ltd. to Report Q2, 2023 Results on Aug 14, 2023oRo Co., Ltd. announced that they will report Q2, 2023 results on Aug 14, 2023Reported Earnings • May 21First quarter 2023 earnings released: EPS: JP¥25.19 (vs JP¥21.60 in 1Q 2022)First quarter 2023 results: EPS: JP¥25.19 (up from JP¥21.60 in 1Q 2022). Revenue: JP¥1.59b (up 14% from 1Q 2022). Net income: JP¥406.0m (up 17% from 1Q 2022). Profit margin: 26% (in line with 1Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 31Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥101 (up from JP¥87.95 in FY 2021). Revenue: JP¥6.21b (up 12% from FY 2021). Net income: JP¥1.62b (up 14% from FY 2021). Profit margin: 26% (in line with FY 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 17Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥101 (up from JP¥87.95 in FY 2021). Revenue: JP¥6.21b (up 12% from FY 2021). Net income: JP¥1.62b (up 14% from FY 2021). Profit margin: 26% (in line with FY 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Revenue is forecast to grow 11% 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 increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Feb 15+ 3 more updatesoRo Co., Ltd., Annual General Meeting, Mar 24, 2023oRo Co., Ltd., Annual General Meeting, Mar 24, 2023.Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.7%).お知らせ • Dec 08oRo Co., Ltd. to Report Fiscal Year 2022 Results on Feb 14, 2023oRo Co., Ltd. announced that they will report fiscal year 2022 results on Feb 14, 2023Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,930, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,813 per share.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥27.24 (vs JP¥20.55 in 3Q 2021)Third quarter 2022 results: EPS: JP¥27.24 (up from JP¥20.55 in 3Q 2021). Revenue: JP¥1.60b (up 18% from 3Q 2021). Net income: JP¥439.0m (up 33% from 3Q 2021). Profit margin: 27% (up from 24% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 16Price target decreased to JP¥4,100Down from JP¥4,900, the current price target is provided by 1 analyst. New target price is 138% above last closing price of JP¥1,721. Stock is down 57% over the past year. The company is forecast to post earnings per share of JP¥94.06 for next year compared to JP¥87.95 last year.お知らせ • Nov 15oRo Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending December 31, 2022oRo Co., Ltd. provided consolidated earnings guidance for the full year ending December 31, 2022. For the period, the company expects revenue to be JPY 6,180 million, operating profit to be JPY 2,050 million, profit to be JPY 1,435 million, profit attributable to owners of parent to be JPY 1,435 million and earnings per share to be JPY 89.07.Buying Opportunity • Oct 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥1,807, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 17% in the next 2 years.Buying Opportunity • Sep 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥1,992, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 9.6% in the next 2 years.お知らせ • Aug 28oRo Co., Ltd. to Report Q3, 2022 Results on Nov 14, 2022oRo Co., Ltd. announced that they will report Q3, 2022 results on Nov 14, 2022Buying Opportunity • Aug 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥1,984, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 9.6% in the next 2 years.Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: JP¥20.88 (vs JP¥17.13 in 2Q 2021)Second quarter 2022 results: EPS: JP¥20.88 (up from JP¥17.13 in 2Q 2021). Revenue: JP¥1.47b (up 12% from 2Q 2021). Net income: JP¥336.5m (up 22% from 2Q 2021). Profit margin: 23% (up from 21% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 12% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Aug 15+ 1 more updateoRo Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022oRo Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2022. For the period, the company expects to pay dividend of JPY 15.00 per share.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,733, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,269 per share.お知らせ • May 29oRo Co., Ltd. to Report Q2, 2022 Results on Aug 15, 2022oRo Co., Ltd. announced that they will report Q2, 2022 results on Aug 15, 2022Buying Opportunity • May 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be JP¥2,274, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.Reported Earnings • May 20First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: JP¥21.60 (down from JP¥23.37 in 1Q 2021). Revenue: JP¥1.39b (flat on 1Q 2021). Net income: JP¥348.0m (down 9.4% from 1Q 2021). Profit margin: 25% (down from 27% in 1Q 2021). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 28%, compared to a 8.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • May 18+ 1 more updateoRo Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022oRo Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2022. For the period, the company expects to pay dividend of JPY 15.00 per share.Buying Opportunity • May 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥2,233, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 7.1% per annum over the same time period.Price Target Changed • Apr 27Price target decreased to JP¥4,100Down from JP¥4,900, the current price target is an average from 2 analysts. New target price is 102% above last closing price of JP¥2,025. Stock is down 45% over the past year. The company is forecast to post earnings per share of JP¥95.03 for next year compared to JP¥87.95 last year.Board Change • Apr 27Less 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. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 06oRo Co., Ltd. to Report Q1, 2022 Results on May 16, 2022oRo Co., Ltd. announced that they will report Q1, 2022 results on May 16, 2022Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: JP¥92.08 (up from JP¥71.19 in FY 2020). Revenue: JP¥5.76b (up 10.0% from FY 2020). Net income: JP¥1.49b (up 26% from FY 2020). Profit margin: 26% (up from 23% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 13%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Mar 30oRo Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024oRo Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the year, the company expects revenue of JPY 8,757 million and operating profit of JPY 2,486 million.業績と収益の成長予測TSE:3983 - 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12/31/202812,2002,950N/AN/A112/31/202710,8002,500N/AN/A112/31/20269,5002,150N/AN/A13/31/20268,6772,0652,0242,134N/A12/31/20258,3071,8961,9012,018N/A9/30/20258,0941,9271,8602,003N/A6/30/20257,9751,8311,9532,095N/A3/31/20257,9601,9602,2502,395N/A12/31/20247,8992,0722,3492,490N/A9/30/20247,6741,8512,1452,248N/A6/30/20247,5671,9742,2932,430N/A3/31/20247,3641,9512,4612,575N/A12/31/20237,0331,8362,4232,515N/A9/30/20236,9071,8652,4392,629N/A6/30/20236,6321,7962,0502,221N/A3/31/20236,4061,6811,7251,887N/A12/31/20226,2101,6231,4031,603N/A9/30/20225,9201,557N/AN/AN/A6/30/20225,6751,4481,5361,617N/A3/31/20225,5241,388N/AN/AN/A12/31/20215,5301,4242,0582,087N/A9/30/20215,7331,492N/AN/AN/A6/30/20215,4751,3661,4831,608N/A3/31/20215,3881,309N/AN/AN/A12/31/20205,2401,1829461,170N/A9/30/20204,877887N/AN/AN/A6/30/20205,2021,0171,1581,348N/A3/31/20205,125976N/AN/AN/A12/31/20195,022900N/A853N/A9/30/20194,419942N/AN/AN/A6/30/20194,219747N/A696N/A3/31/20194,356789N/AN/AN/A12/31/20184,463834N/A941N/A9/30/20184,887810N/AN/AN/A6/30/20184,596800N/A892N/A3/31/20184,231686N/AN/AN/A12/31/20173,910574N/A876N/A9/30/20173,880495N/AN/AN/A12/31/20163,375461N/A104N/A12/31/20153,053452N/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: 3983の予測収益成長率 (年間13.6% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 3983の収益 ( 13.6% ) はJP市場 ( 8.7% ) 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: 3983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: 3983の収益 ( 12.5% ) JP市場 ( 5.4% ) よりも速いペースで成長すると予測されています。高い収益成長: 3983の収益 ( 12.5% ) 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: 3983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2026/05/25 19:09終値2026/05/25 00:00収益2026/03/31年間収益2025/12/31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oRo 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。5 アナリスト機関null nullCLSARobert G. PurcellCLSAHideo NodaCLSA2 その他のアナリストを表示
Price Target Changed • Nov 16Price target decreased to JP¥4,100Down from JP¥4,900, the current price target is provided by 1 analyst. New target price is 138% above last closing price of JP¥1,721. Stock is down 57% over the past year. The company is forecast to post earnings per share of JP¥94.06 for next year compared to JP¥87.95 last year.
お知らせ • Nov 15oRo Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending December 31, 2022oRo Co., Ltd. provided consolidated earnings guidance for the full year ending December 31, 2022. For the period, the company expects revenue to be JPY 6,180 million, operating profit to be JPY 2,050 million, profit to be JPY 1,435 million, profit attributable to owners of parent to be JPY 1,435 million and earnings per share to be JPY 89.07.
Price Target Changed • Apr 27Price target decreased to JP¥4,100Down from JP¥4,900, the current price target is an average from 2 analysts. New target price is 102% above last closing price of JP¥2,025. Stock is down 45% over the past year. The company is forecast to post earnings per share of JP¥95.03 for next year compared to JP¥87.95 last year.
お知らせ • Mar 30oRo Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024oRo Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the year, the company expects revenue of JPY 8,757 million and operating profit of JPY 2,486 million.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: JP¥37.10 (vs JP¥25.66 in 1Q 2025)First quarter 2026 results: EPS: JP¥37.10 (up from JP¥25.66 in 1Q 2025). Revenue: JP¥2.35b (up 19% from 1Q 2025). Net income: JP¥578.0m (up 41% from 1Q 2025). Profit margin: 25% (up from 21% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% 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 • Mar 13oRo Co., Ltd. (TSE:3983) announces an Equity Buyback for 650,000 shares, representing 4.17% for ¥1,000 million.oRo Co., Ltd. (TSE:3983) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 4.17% of its issued share capital (excluding treasury stock) for ¥1,000 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency. The company intends to cancel all treasury shares purchased in this acquisition. The program will be valid till September 30, 2026. As of February 28, 2026, the company had 15,583,990 shares outstanding and 365,063 shares in treasury.
Reported Earnings • Feb 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥120 (down from JP¥129 in FY 2024). Revenue: JP¥8.31b (up 5.2% from FY 2024). Net income: JP¥1.90b (down 8.5% from FY 2024). Profit margin: 23% (down from 26% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Feb 15+ 2 more updatesOro Co., Ltd. Announced Cash Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 27, 2026; Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending December 31, 2026oRo Co., Ltd. announced cash dividend for the fiscal year ended December 31, 2025 of JPY 50.00 per share compared to JPY 35.00 per share paid a year ago. Scheduled date to commence dividend payments is March 27, 2026. For the second quarter of fiscal year ending December 31, 2026, the company expects to pay dividend of JPY 25.00 per share.
お知らせ • Feb 13oRo Co., Ltd., Annual General Meeting, Mar 24, 2026oRo Co., Ltd., Annual General Meeting, Mar 24, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
分析記事 • Nov 30oRo (TSE:3983) Will Pay A Larger Dividend Than Last Year At ¥50.00oRo Co., Ltd.'s ( TSE:3983 ) dividend will be increasing from last year's payment of the same period to ¥50.00 on 27th...
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥30.63 (vs JP¥23.89 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.63 (up from JP¥23.89 in 3Q 2024). Revenue: JP¥2.10b (up 6.0% from 3Q 2024). Net income: JP¥480.0m (up 25% from 3Q 2024). Profit margin: 23% (up from 19% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
分析記事 • Nov 15oRo (TSE:3983) Has Announced That It Will Be Increasing Its Dividend To ¥50.00oRo Co., Ltd.'s ( TSE:3983 ) dividend will be increasing from last year's payment of the same period to ¥50.00 on 27th...
お知らせ • Nov 15oRo Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026oRo Co., Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026
分析記事 • Aug 17oRo's (TSE:3983) Dividend Will Be Increased To ¥50.00The board of oRo Co., Ltd. ( TSE:3983 ) has announced that it will be paying its dividend of ¥50.00 on the 27th of...
Declared Dividend • Aug 16Dividend increased to JP¥50.00Dividend of JP¥50.00 is 43% higher than last year. Ex-date: 29th December 2025 Payment date: 27th March 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 27% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 107% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: JP¥21.69 (vs JP¥29.32 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.69 (down from JP¥29.32 in 2Q 2024). Revenue: JP¥1.91b (flat on 2Q 2024). Net income: JP¥344.7m (down 27% from 2Q 2024). Profit margin: 18% (down from 25% in 2Q 2024). Revenue is forecast to grow 20% 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 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 14oRo Co., Ltd. to Report Q3, 2025 Results on Nov 14, 2025oRo Co., Ltd. announced that they will report Q3, 2025 results on Nov 14, 2025
分析記事 • May 23oRo's (TSE:3983) Earnings Offer More Than Meets The EyeoRo Co., Ltd. ( TSE:3983 ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • May 19First quarter 2025 earnings released: EPS: JP¥25.64 (vs JP¥32.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥25.64 (down from JP¥32.31 in 1Q 2024). Revenue: JP¥1.98b (up 3.1% from 1Q 2024). Net income: JP¥409.0m (down 22% from 1Q 2024). Profit margin: 21% (down from 27% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.
お知らせ • May 16oRo Co., Ltd. (TSE:3983) announces an Equity Buyback for 500,000 shares, representing 3.14% for ¥1,000 million.oRo Co., Ltd. (TSE:3983) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 3.14% of its issued share capital (excluding treasury stock) for ¥1,000 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency. The company intends to cancel all treasury shares purchased in this acquisition. The program will be valid till November 30, 2025. As of April 30, 2025, the company had 15,925,548 shares outstanding and 23,505 shares in treasury.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,818, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 58% over the past three years.
Buy Or Sell Opportunity • May 15Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 7.5% to JP¥2,818. The fair value is estimated to be JP¥2,255, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • May 14oRo Co., Ltd. to Report Q2, 2025 Results on Aug 14, 2025oRo Co., Ltd. announced that they will report Q2, 2025 results on Aug 14, 2025
分析記事 • May 13Here's Why We Think oRo (TSE:3983) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,067, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 1.3% over the past three years.
Reported Earnings • Mar 28Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥129 (up from JP¥114 in FY 2023). Revenue: JP¥7.90b (up 12% from FY 2023). Net income: JP¥2.07b (up 13% from FY 2023). Profit margin: 26% (in line with FY 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 16Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥129 (up from JP¥114 in FY 2023). Revenue: JP¥7.90b (up 12% from FY 2023). Net income: JP¥2.07b (up 13% from FY 2023). Profit margin: 26% (in line with FY 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14+ 2 more updatesoRo Co., Ltd. to Report Q1, 2025 Results on May 14, 2025oRo Co., Ltd. announced that they will report Q1, 2025 results on May 14, 2025
分析記事 • Jan 30Many Would Be Envious Of oRo's (TSE:3983) Excellent Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 26 March 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.4%).
分析記事 • Nov 22Why oRo's (TSE:3983) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from oRo Co., Ltd. ( TSE:3983 ) despite the healthy...
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: JP¥23.89 (vs JP¥31.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.89 (down from JP¥31.56 in 3Q 2023). Revenue: JP¥1.98b (up 5.7% from 3Q 2023). Net income: JP¥385.4m (down 24% from 3Q 2023). Profit margin: 19% (down from 27% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% 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 12% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
分析記事 • Nov 14oRo (TSE:3983) Has Announced A Dividend Of ¥30.00oRo Co., Ltd.'s ( TSE:3983 ) investors are due to receive a payment of ¥30.00 per share on 26th of March. This means...
お知らせ • Nov 14+ 2 more updatesoRo Co., Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025oRo Co., Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025
New Risk • Nov 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Oct 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to JP¥2,370. The fair value is estimated to be JP¥3,052, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.
Buy Or Sell Opportunity • Sep 11Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,419. The fair value is estimated to be JP¥3,083, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.
分析記事 • Aug 30oRo (TSE:3983) Is Paying Out A Dividend Of ¥30.00oRo Co., Ltd. ( TSE:3983 ) has announced that it will pay a dividend of ¥30.00 per share on the 26th of March. Based on...
お知らせ • Aug 27oRo Co., Ltd. to Report Q3, 2024 Results on Nov 14, 2024oRo Co., Ltd. announced that they will report Q3, 2024 results on Nov 14, 2024
Reported Earnings • Aug 19Second quarter 2024 earnings released: EPS: JP¥29.38 (vs JP¥27.91 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.38 (up from JP¥27.91 in 2Q 2023). Revenue: JP¥1.90b (up 12% from 2Q 2023). Net income: JP¥474.0m (up 5.3% from 2Q 2023). Profit margin: 25% (down from 27% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
分析記事 • Aug 16oRo's (TSE:3983) Dividend Will Be ¥30.00oRo Co., Ltd.'s ( TSE:3983 ) investors are due to receive a payment of ¥30.00 per share on 26th of March. This means...
Declared Dividend • Aug 16Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 27th December 2024 Payment date: 26th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 22% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 05What Does oRo Co., Ltd.'s (TSE:3983) Share Price Indicate?oRo Co., Ltd. ( TSE:3983 ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • Aug 05oRo Co., Ltd.'s (TSE:3983) Popularity With Investors Under Threat As Stock Sinks 26%The oRo Co., Ltd. ( TSE:3983 ) share price has fared very poorly over the last month, falling by a substantial 26...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.3% 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 • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,004, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 46% over the past three years.
Board Change • Jun 19High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Senior Managing Executive Officer, GM of Corporate Headquarters & Director Yasuhisa Hino is the most experienced director on the board, commencing their role in 1999. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • May 24Now 21% undervaluedOver the last 90 days, the stock has risen 9.1% to JP¥2,804. The fair value is estimated to be JP¥3,570, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: JP¥32.31 (vs JP¥25.19 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.31 (up from JP¥25.19 in 1Q 2023). Revenue: JP¥1.92b (up 21% from 1Q 2023). Net income: JP¥521.0m (up 28% from 1Q 2023). Profit margin: 27% (up from 26% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% 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 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • May 15oRo Co., Ltd. to Report Q2, 2024 Results on Aug 14, 2024oRo Co., Ltd. announced that they will report Q2, 2024 results on Aug 14, 2024
Reported Earnings • Mar 28Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥114 (up from JP¥101 in FY 2022). Revenue: JP¥7.03b (up 13% from FY 2022). Net income: JP¥1.84b (up 13% from FY 2022). Profit margin: 26% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥114 (up from JP¥101 in FY 2022). Revenue: JP¥7.03b (up 13% from FY 2022). Net income: JP¥1.84b (up 13% from FY 2022). Profit margin: 26% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14+ 3 more updatesoRo Co., Ltd. Announces Directorate ChangesoRo Co., Ltd. announced retirement of directors who are Audit and Supervisory Committee Member: Seiichi Suzuk- Director, Audit and Supervisory Committee Member (Outside); and Minoru Hirook Director, Audit and Supervisory Committee Member (Outside).
Buying Opportunity • Dec 22Now 20% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be JP¥3,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥30.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.5%).
Reported Earnings • Nov 18Third quarter 2023 earnings released: EPS: JP¥31.57 (vs JP¥27.24 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.57 (up from JP¥27.24 in 3Q 2022). Revenue: JP¥1.88b (up 17% from 3Q 2022). Net income: JP¥509.0m (up 16% from 3Q 2022). Profit margin: 27% (in line with 3Q 2022). Revenue is forecast to grow 9.8% 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 18% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Nov 15oRo Co., Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024oRo Co., Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,460, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 22% over the past three years.
お知らせ • Aug 27oRo Co., Ltd. to Report Q3, 2023 Results on Nov 14, 2023oRo Co., Ltd. announced that they will report Q3, 2023 results on Nov 14, 2023
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,045, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 34% over the past three years.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: JP¥27.97 (vs JP¥20.85 in 2Q 2022)Second quarter 2023 results: EPS: JP¥27.97 (up from JP¥20.85 in 2Q 2022). Revenue: JP¥1.69b (up 16% from 2Q 2022). Net income: JP¥451.0m (up 34% from 2Q 2022). Profit margin: 27% (up from 23% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • May 28oRo Co., Ltd. to Report Q2, 2023 Results on Aug 14, 2023oRo Co., Ltd. announced that they will report Q2, 2023 results on Aug 14, 2023
Reported Earnings • May 21First quarter 2023 earnings released: EPS: JP¥25.19 (vs JP¥21.60 in 1Q 2022)First quarter 2023 results: EPS: JP¥25.19 (up from JP¥21.60 in 1Q 2022). Revenue: JP¥1.59b (up 14% from 1Q 2022). Net income: JP¥406.0m (up 17% from 1Q 2022). Profit margin: 26% (in line with 1Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 31Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥101 (up from JP¥87.95 in FY 2021). Revenue: JP¥6.21b (up 12% from FY 2021). Net income: JP¥1.62b (up 14% from FY 2021). Profit margin: 26% (in line with FY 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 17Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥101 (up from JP¥87.95 in FY 2021). Revenue: JP¥6.21b (up 12% from FY 2021). Net income: JP¥1.62b (up 14% from FY 2021). Profit margin: 26% (in line with FY 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Revenue is forecast to grow 11% 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 increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Feb 15+ 3 more updatesoRo Co., Ltd., Annual General Meeting, Mar 24, 2023oRo Co., Ltd., Annual General Meeting, Mar 24, 2023.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.7%).
お知らせ • Dec 08oRo Co., Ltd. to Report Fiscal Year 2022 Results on Feb 14, 2023oRo Co., Ltd. announced that they will report fiscal year 2022 results on Feb 14, 2023
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,930, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,813 per share.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥27.24 (vs JP¥20.55 in 3Q 2021)Third quarter 2022 results: EPS: JP¥27.24 (up from JP¥20.55 in 3Q 2021). Revenue: JP¥1.60b (up 18% from 3Q 2021). Net income: JP¥439.0m (up 33% from 3Q 2021). Profit margin: 27% (up from 24% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 16Price target decreased to JP¥4,100Down from JP¥4,900, the current price target is provided by 1 analyst. New target price is 138% above last closing price of JP¥1,721. Stock is down 57% over the past year. The company is forecast to post earnings per share of JP¥94.06 for next year compared to JP¥87.95 last year.
お知らせ • Nov 15oRo Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending December 31, 2022oRo Co., Ltd. provided consolidated earnings guidance for the full year ending December 31, 2022. For the period, the company expects revenue to be JPY 6,180 million, operating profit to be JPY 2,050 million, profit to be JPY 1,435 million, profit attributable to owners of parent to be JPY 1,435 million and earnings per share to be JPY 89.07.
Buying Opportunity • Oct 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥1,807, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 17% in the next 2 years.
Buying Opportunity • Sep 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥1,992, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 9.6% in the next 2 years.
お知らせ • Aug 28oRo Co., Ltd. to Report Q3, 2022 Results on Nov 14, 2022oRo Co., Ltd. announced that they will report Q3, 2022 results on Nov 14, 2022
Buying Opportunity • Aug 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥1,984, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 9.6% in the next 2 years.
Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: JP¥20.88 (vs JP¥17.13 in 2Q 2021)Second quarter 2022 results: EPS: JP¥20.88 (up from JP¥17.13 in 2Q 2021). Revenue: JP¥1.47b (up 12% from 2Q 2021). Net income: JP¥336.5m (up 22% from 2Q 2021). Profit margin: 23% (up from 21% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 12% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Aug 15+ 1 more updateoRo Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022oRo Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2022. For the period, the company expects to pay dividend of JPY 15.00 per share.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,733, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,269 per share.
お知らせ • May 29oRo Co., Ltd. to Report Q2, 2022 Results on Aug 15, 2022oRo Co., Ltd. announced that they will report Q2, 2022 results on Aug 15, 2022
Buying Opportunity • May 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be JP¥2,274, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.
Reported Earnings • May 20First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: JP¥21.60 (down from JP¥23.37 in 1Q 2021). Revenue: JP¥1.39b (flat on 1Q 2021). Net income: JP¥348.0m (down 9.4% from 1Q 2021). Profit margin: 25% (down from 27% in 1Q 2021). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 28%, compared to a 8.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • May 18+ 1 more updateoRo Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022oRo Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2022. For the period, the company expects to pay dividend of JPY 15.00 per share.
Buying Opportunity • May 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥2,233, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 7.1% per annum over the same time period.
Price Target Changed • Apr 27Price target decreased to JP¥4,100Down from JP¥4,900, the current price target is an average from 2 analysts. New target price is 102% above last closing price of JP¥2,025. Stock is down 45% over the past year. The company is forecast to post earnings per share of JP¥95.03 for next year compared to JP¥87.95 last year.
Board Change • Apr 27Less 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. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 06oRo Co., Ltd. to Report Q1, 2022 Results on May 16, 2022oRo Co., Ltd. announced that they will report Q1, 2022 results on May 16, 2022
Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: JP¥92.08 (up from JP¥71.19 in FY 2020). Revenue: JP¥5.76b (up 10.0% from FY 2020). Net income: JP¥1.49b (up 26% from FY 2020). Profit margin: 26% (up from 23% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 13%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Mar 30oRo Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024oRo Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the year, the company expects revenue of JPY 8,757 million and operating profit of JPY 2,486 million.