User Local（3984）株式概要株式会社ユーザーローカルは、日本国内でデータクラウド事業を行っている。 詳細3984 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金1/6報酬当社が推定した公正価値より24.4%で取引されている 過去1年間で収益は32.3%増加しました リスク分析リスクチェックの結果、3984 、リスクは検出されなかった。すべてのリスクチェックを見る3984 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.79k41.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture012b2016201920222025202620282031Revenue JP¥11.9bEarnings JP¥4.1bAdvancedSet Fair ValueView all narrativesUser Local, Inc. 競合他社TerraSkyLtdSymbol: TSE:3915Market cap: JP¥25.5bHennge K.KSymbol: TSE:4475Market cap: JP¥35.0bBASEIncSymbol: TSE:4477Market cap: JP¥31.7bGMO GlobalSign Holdings K.KSymbol: TSE:3788Market cap: JP¥21.5b価格と性能株価の高値、安値、推移の概要User Local過去の株価現在の株価JP¥1,791.0052週高値JP¥2,199.0052週安値JP¥1,350.00ベータ0.581ヶ月の変化13.57%3ヶ月変化12.57%1年変化-1.10%3年間の変化-15.72%5年間の変化-14.82%IPOからの変化-42.55%最新ニュースNew Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • May 08Third quarter 2026 earnings released: EPS: JP¥29.42 (vs JP¥22.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.42 (up from JP¥22.29 in 3Q 2025). Revenue: JP¥1.35b (up 16% from 3Q 2025). Net income: JP¥470.0m (up 32% from 3Q 2025). Profit margin: 35% (up from 31% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 14First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 71% per year over the past 3 years and payments have been stable during that time.Reported Earnings • Feb 14Second quarter 2026 earnings released: EPS: JP¥30.23 (vs JP¥21.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.23 (up from JP¥21.35 in 2Q 2025). Revenue: JP¥1.31b (up 17% from 2Q 2025). Net income: JP¥483.4m (up 41% from 2Q 2025). Profit margin: 37% (up from 31% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 15First quarter 2026 earnings released: EPS: JP¥26.94 (vs JP¥21.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.94 (up from JP¥21.56 in 1Q 2025). Revenue: JP¥1.27b (up 19% from 1Q 2025). Net income: JP¥430.0m (up 23% from 1Q 2025). Profit margin: 34% (up from 33% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 14User Local's (TSE:3984) Earnings Seem To Be PromisingUser Local, Inc. ( TSE:3984 ) announced a healthy earnings result recently, and the market rewarded it with a strong...最新情報をもっと見るRecent updatesNew Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • May 08Third quarter 2026 earnings released: EPS: JP¥29.42 (vs JP¥22.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.42 (up from JP¥22.29 in 3Q 2025). Revenue: JP¥1.35b (up 16% from 3Q 2025). Net income: JP¥470.0m (up 32% from 3Q 2025). Profit margin: 35% (up from 31% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 14First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 71% per year over the past 3 years and payments have been stable during that time.Reported Earnings • Feb 14Second quarter 2026 earnings released: EPS: JP¥30.23 (vs JP¥21.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.23 (up from JP¥21.35 in 2Q 2025). Revenue: JP¥1.31b (up 17% from 2Q 2025). Net income: JP¥483.4m (up 41% from 2Q 2025). Profit margin: 37% (up from 31% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 15First quarter 2026 earnings released: EPS: JP¥26.94 (vs JP¥21.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.94 (up from JP¥21.56 in 1Q 2025). Revenue: JP¥1.27b (up 19% from 1Q 2025). Net income: JP¥430.0m (up 23% from 1Q 2025). Profit margin: 34% (up from 33% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 14User Local's (TSE:3984) Earnings Seem To Be PromisingUser Local, Inc. ( TSE:3984 ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • Aug 08Full year 2025 earnings released: EPS: JP¥88.91 (vs JP¥73.91 in FY 2024)Full year 2025 results: EPS: JP¥88.91 (up from JP¥73.91 in FY 2024). Revenue: JP¥4.58b (up 17% from FY 2024). Net income: JP¥1.43b (up 21% from FY 2024). Profit margin: 31% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 07User Local, Inc., Annual General Meeting, Sep 19, 2025User Local, Inc., Annual General Meeting, Sep 19, 2025.Buy Or Sell Opportunity • Aug 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,011. The fair value is estimated to be JP¥1,661, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%.New Risk • Jul 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jun 25+ 3 more updatesUser Local, Inc. to Report Q1, 2026 Results on Nov 12, 2025User Local, Inc. announced that they will report Q1, 2026 results on Nov 12, 2025Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 24 September 2025. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.2%).Reported Earnings • May 09Third quarter 2025 earnings released: EPS: JP¥22.28 (vs JP¥19.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.28 (up from JP¥19.21 in 3Q 2024). Revenue: JP¥1.17b (up 17% from 3Q 2024). Net income: JP¥357.0m (up 16% from 3Q 2024). Profit margin: 31% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • May 07User Local, Inc.'s (TSE:3984) 27% Share Price Surge Not Quite Adding UpUser Local, Inc. ( TSE:3984 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,323, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 22% over the past three years.Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥1,536. The fair value is estimated to be JP¥1,946, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 17%.Declared Dividend • Feb 14Dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 27th June 2025 Payment date: 24th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & GrowthReported Earnings • Feb 14Second quarter 2025 earnings released: EPS: JP¥21.35 (vs JP¥19.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.35 (up from JP¥19.22 in 2Q 2024). Revenue: JP¥1.13b (up 17% from 2Q 2024). Net income: JP¥343.5m (up 12% from 2Q 2024). Profit margin: 31% (down from 32% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥21.56 (vs JP¥17.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.56 (up from JP¥17.81 in 1Q 2024). Revenue: JP¥1.07b (up 16% from 1Q 2024). Net income: JP¥348.5m (up 22% from 1Q 2024). Profit margin: 33% (up from 31% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 13User Local, Inc. (TSE:3984) announces an Equity Buyback for 180,000 shares, representing 1.11% for ¥300 million.User Local, Inc. (TSE:3984) announces a share repurchase program. Under the program, the company will repurchase 180,000 shares, representing 1.11% of the outstanding shares for ¥300 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, to improve capital efficiency, and to increase shareholder returns, The repurchased shares will be secured as treasury stock to be issued to employees as restricted stock compensation plans. The program will run until January 31, 2025. As of October 31, 2024, the company had 16,167,044 shares outstanding and 42,256 shares in treasury.Buy Or Sell Opportunity • Nov 01Now 21% undervaluedOver the last 90 days, the stock has risen 2.7% to JP¥1,828. The fair value is estimated to be JP¥2,315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to JP¥1,851. The fair value is estimated to be JP¥2,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.Buy Or Sell Opportunity • Sep 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to JP¥1,866. The fair value is estimated to be JP¥2,339, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.Buy Or Sell Opportunity • Aug 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to JP¥1,872. The fair value is estimated to be JP¥2,344, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.Reported Earnings • Aug 12Full year 2024 earnings released: EPS: JP¥73.94 (vs JP¥59.77 in FY 2023)Full year 2024 results: EPS: JP¥73.94 (up from JP¥59.77 in FY 2023). Revenue: JP¥3.91b (up 19% from FY 2023). Net income: JP¥1.19b (up 24% from FY 2023). Profit margin: 30% (up from 29% in FY 2023). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings.お知らせ • Aug 08User Local, Inc., Annual General Meeting, Sep 20, 2024User Local, Inc., Annual General Meeting, Sep 20, 2024.分析記事 • Aug 06Some Confidence Is Lacking In User Local, Inc. (TSE:3984) As Shares Slide 34%The User Local, Inc. ( TSE:3984 ) share price has fared very poorly over the last month, falling by a substantial 34...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to JP¥1,380, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 20% over the past three years.Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to JP¥1,380. The fair value is estimated to be JP¥1,845, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years, while earnings per share has been flat.お知らせ • Jun 27+ 3 more updatesUser Local, Inc. to Report Q3, 2025 Results on May 08, 2025User Local, Inc. announced that they will report Q3, 2025 results on May 08, 2025Reported Earnings • May 09Third quarter 2024 earnings released: EPS: JP¥19.21 (vs JP¥11.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.21 (up from JP¥11.13 in 3Q 2023). Revenue: JP¥999.0m (up 19% from 3Q 2023). Net income: JP¥308.0m (up 74% from 3Q 2023). Profit margin: 31% (up from 21% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.分析記事 • Apr 12A Look Into User Local's (TSE:3984) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...New Risk • Mar 26New 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 • Mar 15Here's Why User Local (TSE:3984) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Feb 26What User Local, Inc.'s (TSE:3984) 25% Share Price Gain Is Not Telling YouUser Local, Inc. ( TSE:3984 ) shares have continued their recent momentum with a 25% gain in the last month alone...Declared Dividend • Feb 09Dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 27th June 2024 Payment date: 26th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%. Sustainability & GrowthReported Earnings • Feb 08Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: JP¥959.2m (up 19% from 2Q 2023). Net income: JP¥308.3m (up 27% from 2Q 2023). Profit margin: 32% (up from 30% in 2Q 2023). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,143, the stock trades at a trailing P/E ratio of 33.5x. Average trailing P/E is 19x in the IT industry in Japan. Negligible returns to shareholders over past three years.Reported Earnings • Nov 09First quarter 2024 earnings released: EPS: JP¥17.81 (vs JP¥13.42 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.81 (up from JP¥13.42 in 1Q 2023). Revenue: JP¥917.0m (up 20% from 1Q 2023). Net income: JP¥285.0m (up 33% from 1Q 2023). Profit margin: 31% (up from 28% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.Buying Opportunity • Sep 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be JP¥2,301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 7.8%.Reported Earnings • Aug 11Full year 2023 earnings released: EPS: JP¥59.77 (vs JP¥45.36 in FY 2022)Full year 2023 results: EPS: JP¥59.77 (up from JP¥45.36 in FY 2022). Revenue: JP¥3.29b (up 23% from FY 2022). Net income: JP¥954.0m (up 32% from FY 2022). Profit margin: 29% (up from 27% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Aug 09User Local, Inc., Annual General Meeting, Sep 22, 2023User Local, Inc., Annual General Meeting, Sep 22, 2023.お知らせ • Jun 28+ 3 more updatesUser Local, Inc. to Report Q3, 2024 Results on May 08, 2024User Local, Inc. announced that they will report Q3, 2024 results on May 08, 2024Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,759, the stock trades at a trailing P/E ratio of 55.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 55% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of JP¥4.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 27 September 2023. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,501, the stock trades at a trailing P/E ratio of 50x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 51% over the past three years.Reported Earnings • May 12Third quarter 2023 earnings released: EPS: JP¥11.13 (vs JP¥10.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.13 (up from JP¥10.60 in 3Q 2022). Revenue: JP¥840.0m (up 22% from 3Q 2022). Net income: JP¥177.0m (up 4.7% from 3Q 2022). Profit margin: 21% (down from 25% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,138, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 81% over the past three years.Reported Earnings • Feb 10Second quarter 2023 earnings released: EPS: JP¥15.19 (vs JP¥13.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.19 (up from JP¥13.41 in 2Q 2022). Revenue: JP¥806.0m (up 24% from 2Q 2022). Net income: JP¥243.0m (up 14% from 2Q 2022). Profit margin: 30% (down from 33% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Feb 09+ 1 more updateUser Local, Inc. Provides Earning Guidance for the Fiscal Year Ending June 30, 2023User Local, Inc. provided earning guidance for the fiscal year ending June 30, 2023. For the period, the company expects net sales of JPY 3,236 million, operating profit of JPY 1,178 million, ordinary profit of JPY 1,178 million, profit JPY 813 million and basic earnings per share of JPY 51.03.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,544, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 2.1% over the past three years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Taku Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 11+ 1 more updateUser Local, Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2023User Local, Inc. provided earnings guidance for the fiscal year ending June 30, 2023. For the year, the company expected to report net sales of JPY 3,236 million, operating profit of JPY 1,178 million, profit of JPY 813 million and basic earnings per share of JPY 50.82.Reported Earnings • Nov 11First quarter 2023 earnings released: EPS: JP¥13.42 (vs JP¥11.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.42 (up from JP¥11.25 in 1Q 2022). Revenue: JP¥763.0m (up 25% from 1Q 2022). Net income: JP¥215.0m (up 21% from 1Q 2022). Profit margin: 28% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • Aug 11Full year 2022 earnings released: EPS: JP¥45.36 (vs JP¥78.54 in FY 2021)Full year 2022 results: EPS: JP¥45.36. Revenue: JP¥2.68b (up 28% from FY 2021). Net income: JP¥721.0m (up 17% from FY 2021). Profit margin: 27% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses.お知らせ • Jun 29+ 3 more updatesUser Local, Inc. to Report Q3, 2023 Results on May 10, 2023User Local, Inc. announced that they will report Q3, 2023 results on May 10, 2023Upcoming Dividend • Jun 22Inaugural dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 26 September 2022. This is the first dividend for User Local since going public. The average dividend yield among industry peers is 1.7%.Reported Earnings • May 13Third quarter 2022 earnings released: EPS: JP¥10.60 (vs JP¥18.11 in 3Q 2021)Third quarter 2022 results: EPS: JP¥10.60. Revenue: JP¥689.0m (up 28% from 3Q 2021). Net income: JP¥169.0m (up 19% from 3Q 2021). Profit margin: 25% (down from 26% in 3Q 2021). The decrease in margin was driven by higher expenses.お知らせ • May 12+ 1 more updateUser Local, Inc. Provides Year End Dividend Forecast for Fiscal Year Ending June 30, 2022User Local, Inc. provided year end dividend forecast of JPY 3.00 for fiscal year ending June 30, 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. 3 non-independent directors. Independent Outside Director Taku Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,775, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 65% over the past three years.Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥13.41 (down from JP¥18.80 in 2Q 2021). Revenue: JP¥652.0m (up 29% from 2Q 2021). Net income: JP¥213.0m (up 45% from 2Q 2021). Profit margin: 33% (up from 29% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Feb 09+ 1 more updateUser Local, Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2022User Local, Inc. provided earnings guidance for the fiscal year ending June 30, 2022. For the period, the company expects net sales of ¥2,504 million; Operating profit of ¥984 million; Profit of ¥679 million or ¥42.70 basic per share.Reported Earnings • Nov 11First quarter 2022 earnings released: EPS JP¥11.25 (vs JP¥16.94 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥611.0m (up 31% from 1Q 2021). Net income: JP¥178.0m (up 35% from 1Q 2021). Profit margin: 29% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,073, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 23x in the IT industry in Japan. Total returns to shareholders of 33% over the past three years.Reported Earnings • Aug 12Full year 2021 earnings released: EPS JP¥78.54 (vs JP¥55.08 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥2.09b (up 25% from FY 2020). Net income: JP¥615.0m (up 47% from FY 2020). Profit margin: 30% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • May 14Third quarter 2021 earnings released: EPS JP¥18.11 (vs JP¥14.44 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥539.0m (up 25% from 3Q 2020). Net income: JP¥142.0m (up 29% from 3Q 2020). Profit margin: 26% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Feb 15Second quarter 2021 earnings released: EPS JP¥18.80 (vs JP¥13.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥507.0m (up 26% from 2Q 2020). Net income: JP¥147.0m (up 47% from 2Q 2020). Profit margin: 29% (up from 25% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 15New 90-day high: JP¥4,575The company is up 22% from its price of JP¥3,760 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 22New 90-day low: JP¥3,645The company is down 17% from its price of JP¥4,405 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 1.0% over the same period.お知らせ • Jun 29+ 3 more updatesUser Local, Inc. to Report Q3, 2021 Results on May 12, 2021User Local, Inc. announced that they will report Q3, 2021 results on May 12, 2021株主還元3984JP ITJP 市場7D5.2%3.1%1.2%1Y-1.1%-6.4%42.1%株主還元を見る業界別リターン: 3984過去 1 年間で-6.4 % の収益を上げたJP IT業界を上回りました。リターン対市場: 3984は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 3984's price volatile compared to industry and market?3984 volatility3984 Average Weekly Movement6.6%IT Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 3984 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3984の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2005112Masao Itowww.userlocal.jp日本でデータクラウド事業を展開する株式会社ユーザーローカル。ヒートマップに対応した企業向けウェブ解析ツール「User Insight」、ソーシャルメディア向けマーケティング分析・管理ツール「Social Insight」、生成型AIを利用できるツール「User Local ChatAI」、ポータルサイトや社内チャットツールで顧客からの問い合わせにリアルタイムに対応するツール「Support Chatbot」を提供している。また、文章中の単語の出現率や感情を分析する「テキストマイニング」、文章の構造を分析して重要な部分を要約する「自動要約ツール」、文章から感情を抽出する「感情認識AI」、過去のデータから未来を予測する「未来予測AI」、写真中の顔の位置を特定し、人数や年齢、性別を判別する「顔認識AI」なども提供している；自動車画像から背景やナンバープレートをぼかす「自動車画像処理AI」、メディア運営を支援する「AIコメントシステム」、テキストから個人情報を除去・強調する「個人情報匿名化フィルター」、2つのリストの和・交・差を計算する「重複カウントツール」などがある。また、ビッグデータ解析システムやAIシステムの研究・開発・提供も行っている。株式会社ユーザーローカルは2005年に設立され、港区に本社を置いている。もっと見るUser Local, Inc. 基礎のまとめUser Local の収益と売上を時価総額と比較するとどうか。3984 基礎統計学時価総額JP¥28.47b収益（TTM）JP¥1.76b売上高(TTM)JP¥5.15b16.1xPER（株価収益率5.5xP/Sレシオ3984 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3984 損益計算書（TTM）収益JP¥5.15b売上原価JP¥502.00m売上総利益JP¥4.65bその他の費用JP¥2.89b収益JP¥1.76b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）110.97グロス・マージン90.26%純利益率34.23%有利子負債／自己資本比率0%3984 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回りn/a配当性向3984 配当は確実ですか？3984 配当履歴とベンチマークを見る3984 、いつまでに購入すれば配当金を受け取れますか？User Local 配当日配当落ち日Jun 29 2026配当支払日Sep 07 2026配当落ちまでの日数35 days配当支払日までの日数105 days3984 配当は確実ですか？3984 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 12:42終値2026/05/22 00:00収益2026/03/31年間収益2025/06/30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User Local, Inc. 0 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Shingo KumazawaDaiwa Securities Co. Ltd.Yasuyoshi MimuraIchiyoshi Research Institute Inc.Takuma YoshibayashiTokai Tokyo Intelligence Laboratory Co., Ltd.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • May 08Third quarter 2026 earnings released: EPS: JP¥29.42 (vs JP¥22.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.42 (up from JP¥22.29 in 3Q 2025). Revenue: JP¥1.35b (up 16% from 3Q 2025). Net income: JP¥470.0m (up 32% from 3Q 2025). Profit margin: 35% (up from 31% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 14First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 71% per year over the past 3 years and payments have been stable during that time.
Reported Earnings • Feb 14Second quarter 2026 earnings released: EPS: JP¥30.23 (vs JP¥21.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.23 (up from JP¥21.35 in 2Q 2025). Revenue: JP¥1.31b (up 17% from 2Q 2025). Net income: JP¥483.4m (up 41% from 2Q 2025). Profit margin: 37% (up from 31% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 15First quarter 2026 earnings released: EPS: JP¥26.94 (vs JP¥21.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.94 (up from JP¥21.56 in 1Q 2025). Revenue: JP¥1.27b (up 19% from 1Q 2025). Net income: JP¥430.0m (up 23% from 1Q 2025). Profit margin: 34% (up from 33% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 14User Local's (TSE:3984) Earnings Seem To Be PromisingUser Local, Inc. ( TSE:3984 ) announced a healthy earnings result recently, and the market rewarded it with a strong...
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • May 08Third quarter 2026 earnings released: EPS: JP¥29.42 (vs JP¥22.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.42 (up from JP¥22.29 in 3Q 2025). Revenue: JP¥1.35b (up 16% from 3Q 2025). Net income: JP¥470.0m (up 32% from 3Q 2025). Profit margin: 35% (up from 31% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 14First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 71% per year over the past 3 years and payments have been stable during that time.
Reported Earnings • Feb 14Second quarter 2026 earnings released: EPS: JP¥30.23 (vs JP¥21.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.23 (up from JP¥21.35 in 2Q 2025). Revenue: JP¥1.31b (up 17% from 2Q 2025). Net income: JP¥483.4m (up 41% from 2Q 2025). Profit margin: 37% (up from 31% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 15First quarter 2026 earnings released: EPS: JP¥26.94 (vs JP¥21.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.94 (up from JP¥21.56 in 1Q 2025). Revenue: JP¥1.27b (up 19% from 1Q 2025). Net income: JP¥430.0m (up 23% from 1Q 2025). Profit margin: 34% (up from 33% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 14User Local's (TSE:3984) Earnings Seem To Be PromisingUser Local, Inc. ( TSE:3984 ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • Aug 08Full year 2025 earnings released: EPS: JP¥88.91 (vs JP¥73.91 in FY 2024)Full year 2025 results: EPS: JP¥88.91 (up from JP¥73.91 in FY 2024). Revenue: JP¥4.58b (up 17% from FY 2024). Net income: JP¥1.43b (up 21% from FY 2024). Profit margin: 31% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 07User Local, Inc., Annual General Meeting, Sep 19, 2025User Local, Inc., Annual General Meeting, Sep 19, 2025.
Buy Or Sell Opportunity • Aug 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,011. The fair value is estimated to be JP¥1,661, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%.
New Risk • Jul 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jun 25+ 3 more updatesUser Local, Inc. to Report Q1, 2026 Results on Nov 12, 2025User Local, Inc. announced that they will report Q1, 2026 results on Nov 12, 2025
Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 24 September 2025. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.2%).
Reported Earnings • May 09Third quarter 2025 earnings released: EPS: JP¥22.28 (vs JP¥19.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.28 (up from JP¥19.21 in 3Q 2024). Revenue: JP¥1.17b (up 17% from 3Q 2024). Net income: JP¥357.0m (up 16% from 3Q 2024). Profit margin: 31% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • May 07User Local, Inc.'s (TSE:3984) 27% Share Price Surge Not Quite Adding UpUser Local, Inc. ( TSE:3984 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,323, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 22% over the past three years.
Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥1,536. The fair value is estimated to be JP¥1,946, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 17%.
Declared Dividend • Feb 14Dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 27th June 2025 Payment date: 24th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & Growth
Reported Earnings • Feb 14Second quarter 2025 earnings released: EPS: JP¥21.35 (vs JP¥19.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.35 (up from JP¥19.22 in 2Q 2024). Revenue: JP¥1.13b (up 17% from 2Q 2024). Net income: JP¥343.5m (up 12% from 2Q 2024). Profit margin: 31% (down from 32% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥21.56 (vs JP¥17.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.56 (up from JP¥17.81 in 1Q 2024). Revenue: JP¥1.07b (up 16% from 1Q 2024). Net income: JP¥348.5m (up 22% from 1Q 2024). Profit margin: 33% (up from 31% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 13User Local, Inc. (TSE:3984) announces an Equity Buyback for 180,000 shares, representing 1.11% for ¥300 million.User Local, Inc. (TSE:3984) announces a share repurchase program. Under the program, the company will repurchase 180,000 shares, representing 1.11% of the outstanding shares for ¥300 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, to improve capital efficiency, and to increase shareholder returns, The repurchased shares will be secured as treasury stock to be issued to employees as restricted stock compensation plans. The program will run until January 31, 2025. As of October 31, 2024, the company had 16,167,044 shares outstanding and 42,256 shares in treasury.
Buy Or Sell Opportunity • Nov 01Now 21% undervaluedOver the last 90 days, the stock has risen 2.7% to JP¥1,828. The fair value is estimated to be JP¥2,315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.
Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to JP¥1,851. The fair value is estimated to be JP¥2,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.
Buy Or Sell Opportunity • Sep 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to JP¥1,866. The fair value is estimated to be JP¥2,339, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.
Buy Or Sell Opportunity • Aug 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to JP¥1,872. The fair value is estimated to be JP¥2,344, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.
Reported Earnings • Aug 12Full year 2024 earnings released: EPS: JP¥73.94 (vs JP¥59.77 in FY 2023)Full year 2024 results: EPS: JP¥73.94 (up from JP¥59.77 in FY 2023). Revenue: JP¥3.91b (up 19% from FY 2023). Net income: JP¥1.19b (up 24% from FY 2023). Profit margin: 30% (up from 29% in FY 2023). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08User Local, Inc., Annual General Meeting, Sep 20, 2024User Local, Inc., Annual General Meeting, Sep 20, 2024.
分析記事 • Aug 06Some Confidence Is Lacking In User Local, Inc. (TSE:3984) As Shares Slide 34%The User Local, Inc. ( TSE:3984 ) share price has fared very poorly over the last month, falling by a substantial 34...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to JP¥1,380, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 20% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to JP¥1,380. The fair value is estimated to be JP¥1,845, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years, while earnings per share has been flat.
お知らせ • Jun 27+ 3 more updatesUser Local, Inc. to Report Q3, 2025 Results on May 08, 2025User Local, Inc. announced that they will report Q3, 2025 results on May 08, 2025
Reported Earnings • May 09Third quarter 2024 earnings released: EPS: JP¥19.21 (vs JP¥11.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.21 (up from JP¥11.13 in 3Q 2023). Revenue: JP¥999.0m (up 19% from 3Q 2023). Net income: JP¥308.0m (up 74% from 3Q 2023). Profit margin: 31% (up from 21% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
分析記事 • Apr 12A Look Into User Local's (TSE:3984) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
New Risk • Mar 26New 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 • Mar 15Here's Why User Local (TSE:3984) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Feb 26What User Local, Inc.'s (TSE:3984) 25% Share Price Gain Is Not Telling YouUser Local, Inc. ( TSE:3984 ) shares have continued their recent momentum with a 25% gain in the last month alone...
Declared Dividend • Feb 09Dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 27th June 2024 Payment date: 26th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%. Sustainability & Growth
Reported Earnings • Feb 08Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: JP¥959.2m (up 19% from 2Q 2023). Net income: JP¥308.3m (up 27% from 2Q 2023). Profit margin: 32% (up from 30% in 2Q 2023). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,143, the stock trades at a trailing P/E ratio of 33.5x. Average trailing P/E is 19x in the IT industry in Japan. Negligible returns to shareholders over past three years.
Reported Earnings • Nov 09First quarter 2024 earnings released: EPS: JP¥17.81 (vs JP¥13.42 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.81 (up from JP¥13.42 in 1Q 2023). Revenue: JP¥917.0m (up 20% from 1Q 2023). Net income: JP¥285.0m (up 33% from 1Q 2023). Profit margin: 31% (up from 28% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.
Buying Opportunity • Sep 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be JP¥2,301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 7.8%.
Reported Earnings • Aug 11Full year 2023 earnings released: EPS: JP¥59.77 (vs JP¥45.36 in FY 2022)Full year 2023 results: EPS: JP¥59.77 (up from JP¥45.36 in FY 2022). Revenue: JP¥3.29b (up 23% from FY 2022). Net income: JP¥954.0m (up 32% from FY 2022). Profit margin: 29% (up from 27% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Aug 09User Local, Inc., Annual General Meeting, Sep 22, 2023User Local, Inc., Annual General Meeting, Sep 22, 2023.
お知らせ • Jun 28+ 3 more updatesUser Local, Inc. to Report Q3, 2024 Results on May 08, 2024User Local, Inc. announced that they will report Q3, 2024 results on May 08, 2024
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,759, the stock trades at a trailing P/E ratio of 55.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 55% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥4.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 27 September 2023. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,501, the stock trades at a trailing P/E ratio of 50x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 51% over the past three years.
Reported Earnings • May 12Third quarter 2023 earnings released: EPS: JP¥11.13 (vs JP¥10.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.13 (up from JP¥10.60 in 3Q 2022). Revenue: JP¥840.0m (up 22% from 3Q 2022). Net income: JP¥177.0m (up 4.7% from 3Q 2022). Profit margin: 21% (down from 25% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,138, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 81% over the past three years.
Reported Earnings • Feb 10Second quarter 2023 earnings released: EPS: JP¥15.19 (vs JP¥13.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.19 (up from JP¥13.41 in 2Q 2022). Revenue: JP¥806.0m (up 24% from 2Q 2022). Net income: JP¥243.0m (up 14% from 2Q 2022). Profit margin: 30% (down from 33% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Feb 09+ 1 more updateUser Local, Inc. Provides Earning Guidance for the Fiscal Year Ending June 30, 2023User Local, Inc. provided earning guidance for the fiscal year ending June 30, 2023. For the period, the company expects net sales of JPY 3,236 million, operating profit of JPY 1,178 million, ordinary profit of JPY 1,178 million, profit JPY 813 million and basic earnings per share of JPY 51.03.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,544, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 2.1% over the past three years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Taku Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 11+ 1 more updateUser Local, Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2023User Local, Inc. provided earnings guidance for the fiscal year ending June 30, 2023. For the year, the company expected to report net sales of JPY 3,236 million, operating profit of JPY 1,178 million, profit of JPY 813 million and basic earnings per share of JPY 50.82.
Reported Earnings • Nov 11First quarter 2023 earnings released: EPS: JP¥13.42 (vs JP¥11.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.42 (up from JP¥11.25 in 1Q 2022). Revenue: JP¥763.0m (up 25% from 1Q 2022). Net income: JP¥215.0m (up 21% from 1Q 2022). Profit margin: 28% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • Aug 11Full year 2022 earnings released: EPS: JP¥45.36 (vs JP¥78.54 in FY 2021)Full year 2022 results: EPS: JP¥45.36. Revenue: JP¥2.68b (up 28% from FY 2021). Net income: JP¥721.0m (up 17% from FY 2021). Profit margin: 27% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses.
お知らせ • Jun 29+ 3 more updatesUser Local, Inc. to Report Q3, 2023 Results on May 10, 2023User Local, Inc. announced that they will report Q3, 2023 results on May 10, 2023
Upcoming Dividend • Jun 22Inaugural dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 26 September 2022. This is the first dividend for User Local since going public. The average dividend yield among industry peers is 1.7%.
Reported Earnings • May 13Third quarter 2022 earnings released: EPS: JP¥10.60 (vs JP¥18.11 in 3Q 2021)Third quarter 2022 results: EPS: JP¥10.60. Revenue: JP¥689.0m (up 28% from 3Q 2021). Net income: JP¥169.0m (up 19% from 3Q 2021). Profit margin: 25% (down from 26% in 3Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • May 12+ 1 more updateUser Local, Inc. Provides Year End Dividend Forecast for Fiscal Year Ending June 30, 2022User Local, Inc. provided year end dividend forecast of JPY 3.00 for fiscal year ending June 30, 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. 3 non-independent directors. Independent Outside Director Taku Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,775, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥13.41 (down from JP¥18.80 in 2Q 2021). Revenue: JP¥652.0m (up 29% from 2Q 2021). Net income: JP¥213.0m (up 45% from 2Q 2021). Profit margin: 33% (up from 29% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Feb 09+ 1 more updateUser Local, Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2022User Local, Inc. provided earnings guidance for the fiscal year ending June 30, 2022. For the period, the company expects net sales of ¥2,504 million; Operating profit of ¥984 million; Profit of ¥679 million or ¥42.70 basic per share.
Reported Earnings • Nov 11First quarter 2022 earnings released: EPS JP¥11.25 (vs JP¥16.94 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥611.0m (up 31% from 1Q 2021). Net income: JP¥178.0m (up 35% from 1Q 2021). Profit margin: 29% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,073, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 23x in the IT industry in Japan. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Aug 12Full year 2021 earnings released: EPS JP¥78.54 (vs JP¥55.08 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥2.09b (up 25% from FY 2020). Net income: JP¥615.0m (up 47% from FY 2020). Profit margin: 30% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • May 14Third quarter 2021 earnings released: EPS JP¥18.11 (vs JP¥14.44 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥539.0m (up 25% from 3Q 2020). Net income: JP¥142.0m (up 29% from 3Q 2020). Profit margin: 26% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 15Second quarter 2021 earnings released: EPS JP¥18.80 (vs JP¥13.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥507.0m (up 26% from 2Q 2020). Net income: JP¥147.0m (up 47% from 2Q 2020). Profit margin: 29% (up from 25% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 15New 90-day high: JP¥4,575The company is up 22% from its price of JP¥3,760 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 22New 90-day low: JP¥3,645The company is down 17% from its price of JP¥4,405 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 1.0% over the same period.
お知らせ • Jun 29+ 3 more updatesUser Local, Inc. to Report Q3, 2021 Results on May 12, 2021User Local, Inc. announced that they will report Q3, 2021 results on May 12, 2021
