View Past PerformanceSYS Holdings バランスシートの健全性財務の健全性 基準チェック /56SYS Holdingsの総株主資本は¥4.0B 、総負債は¥1.7Bで、負債比率は40.9%となります。総資産と総負債はそれぞれ¥8.2Bと¥4.2Bです。 SYS Holdingsの EBIT は¥730.0Mで、利息カバレッジ比率-365です。現金および短期投資は¥4.4Bです。主要情報40.90%負債資本比率JP¥1.65b負債インタレスト・カバレッジ・レシオ-365x現金JP¥4.44bエクイティJP¥4.04b負債合計JP¥4.18b総資産JP¥8.22b財務の健全性に関する最新情報分析記事 • Apr 12Is SYS Holdings (TYO:3988) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Jan 12SYS Holdings (TYO:3988) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...すべての更新を表示Recent updatesReported Earnings • Jun 15Third quarter 2026 earnings released: EPS: JP¥12.48 (vs JP¥6.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.48 (up from JP¥6.84 in 3Q 2025). Revenue: JP¥4.04b (up 18% from 3Q 2025). Net income: JP¥132.0m (up 83% from 3Q 2025). Profit margin: 3.3% (up from 2.1% 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 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥12.41 (vs JP¥11.91 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.41 (up from JP¥11.91 in 2Q 2025). Revenue: JP¥3.86b (up 13% from 2Q 2025). Net income: JP¥131.0m (up 4.8% from 2Q 2025). Profit margin: 3.4% (down from 3.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Dec 16First quarter 2026 earnings released: EPS: JP¥5.41 (vs JP¥7.83 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.41 (down from JP¥7.83 in 1Q 2025). Revenue: JP¥3.76b (up 10% from 1Q 2025). Net income: JP¥57.0m (down 31% from 1Q 2025). Profit margin: 1.5% (down from 2.4% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.お知らせ • Oct 24SYS Holdings Co., Ltd. to Report Q1, 2026 Results on Dec 15, 2025SYS Holdings Co., Ltd. announced that they will report Q1, 2026 results on Dec 15, 2025Reported Earnings • Sep 15Full year 2025 earnings released: EPS: JP¥40.25 (vs JP¥45.05 in FY 2024)Full year 2025 results: EPS: JP¥40.25 (down from JP¥45.05 in FY 2024). Revenue: JP¥14.1b (up 13% from FY 2024). Net income: JP¥423.0m (down 10% from FY 2024). Profit margin: 3.0% (down from 3.8% in FY 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 increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 12SYS Holdings Co., Ltd., Annual General Meeting, Oct 29, 2025SYS Holdings Co., Ltd., Annual General Meeting, Oct 29, 2025.お知らせ • Jul 30SYS Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Sep 12, 2025SYS Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Sep 12, 2025Upcoming Dividend • Jul 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.4%).Buy Or Sell Opportunity • Jun 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to JP¥530. The fair value is estimated to be JP¥440, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 20%.Reported Earnings • Jun 14Third quarter 2025 earnings released: EPS: JP¥6.84 (vs JP¥10.60 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.84 (down from JP¥10.60 in 3Q 2024). Revenue: JP¥3.43b (up 11% from 3Q 2024). Net income: JP¥72.0m (down 35% from 3Q 2024). Profit margin: 2.1% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.お知らせ • May 01SYS Holdings Co., Ltd. (TSE:3988) completed the acquisition of HTC Co., Ltd. from Chosei Aoki and others.SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire HTC Co., Ltd. from Chosei Aoki and others on April 18, 2025. The expected completion of the transaction is May 1, 2025. SYS Holdings Co., Ltd. (TSE:3988) completed the acquisition of HTC Co., Ltd. from Chosei Aoki and others on May 1, 2025.お知らせ • Apr 24SYS Holdings Co., Ltd. to Report Q3, 2025 Results on Jun 12, 2025SYS Holdings Co., Ltd. announced that they will report Q3, 2025 results on Jun 12, 2025分析記事 • Mar 23We Think That There Are Some Issues For SYS Holdings (TSE:3988) Beyond Its Promising EarningsSYS Holdings Co., Ltd.'s ( TSE:3988 ) robust recent earnings didn't do much to move the stock. We think this is due to...Reported Earnings • Mar 15Second quarter 2025 earnings released: EPS: JP¥11.91 (vs JP¥12.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥11.91 (down from JP¥12.25 in 2Q 2024). Revenue: JP¥3.42b (up 10% from 2Q 2024). Net income: JP¥125.0m (down 2.3% from 2Q 2024). Profit margin: 3.7% (down from 4.1% 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 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 29SYS Holdings Co., Ltd. to Report Q2, 2025 Results on Mar 14, 2025SYS Holdings Co., Ltd. announced that they will report Q2, 2025 results on Mar 14, 2025Reported Earnings • Dec 15First quarter 2025 earnings released: EPS: JP¥7.83 (vs JP¥7.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.83 (up from JP¥7.58 in 1Q 2024). Revenue: JP¥3.41b (up 17% from 1Q 2024). Net income: JP¥82.0m (up 3.8% from 1Q 2024). Profit margin: 2.4% (down from 2.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.お知らせ • Nov 01SYS Holdings Co., Ltd. (TSE:3988) announces an Equity Buyback for 10,200 shares, for ¥4.97 million.SYS Holdings Co., Ltd. (TSE:3988) announces a share repurchase program. Under the program, the company will repurchase up to 10,200 shares, representing 0.1% of its issued share capital, for ¥ 4.97 million. The repurchase price will be ¥ 487 per share. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment. As of July 31, 2024, the company had 10,477,084 shares (excluding treasury stock) and 39,084 shares in treasury.お知らせ • Oct 25SYS Holdings Co., Ltd. to Report Q1, 2025 Results on Dec 13, 2024SYS Holdings Co., Ltd. announced that they will report Q1, 2025 results on Dec 13, 2024分析記事 • Sep 20SYS Holdings' (TSE:3988) Solid Earnings Are Supported By Other Strong FactorsWhen companies post strong earnings, the stock generally performs well, just like SYS Holdings Co., Ltd.'s ( TSE:3988...Reported Earnings • Sep 17Full year 2024 earnings released: EPS: JP¥90.10 (vs JP¥35.58 in FY 2023)Full year 2024 results: EPS: JP¥90.10 (up from JP¥35.58 in FY 2023). Revenue: JP¥12.4b (up 18% from FY 2023). Net income: JP¥471.0m (up 27% from FY 2023). Profit margin: 3.8% (up from 3.5% 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 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 13SYS Holdings Co., Ltd., Annual General Meeting, Oct 29, 2024SYS Holdings Co., Ltd., Annual General Meeting, Oct 29, 2024.分析記事 • Aug 06Investors Give SYS Holdings Co., Ltd. (TSE:3988) Shares A 31% HidingSYS Holdings Co., Ltd. ( TSE:3988 ) shareholders that were waiting for something to happen have been dealt a blow with...New Risk • Aug 05New 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 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Market cap is less than US$100m (JP¥4.38b market cap, or US$30.8m).お知らせ • Aug 02+ 1 more updateSYS Holdings Co., Ltd. (TSE:3988) completed the acquisition of Adamapp Inc. from Masaru Oyamada.SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Adamapp Inc. from Masaru Oyamada on June 20, 2024. For the period ending September 30, 2023, Adamapp Inc. reported EBIT of ¥10.09 million and net income of ¥8.89 million. As of September 30, 2023, Adamapp Inc. reported total assets of ¥71.11 million and total common equity of ¥56.35 million. The expected completion of the transaction is August 1, 2024. SYS Holdings Co., Ltd. (TSE:3988) completed the acquisition of Adamapp Inc. from Masaru Oyamada on August 1, 2024.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥500, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 67% over the past three years.お知らせ • Jul 25SYS Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Sep 13, 2024SYS Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Sep 13, 2024Upcoming Dividend • Jul 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.5%).Reported Earnings • Jun 17Third quarter 2024 earnings released: EPS: JP¥21.19 (vs JP¥20.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥21.19 (up from JP¥20.53 in 3Q 2023). Revenue: JP¥3.11b (up 8.2% from 3Q 2023). Net income: JP¥111.0m (up 3.7% from 3Q 2023). Profit margin: 3.6% (down from 3.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.お知らせ • Apr 28SYS Holdings Co., Ltd. to Report Q3, 2024 Results on Jun 11, 2024SYS Holdings Co., Ltd. announced that they will report Q3, 2024 results on Jun 11, 2024分析記事 • Mar 21SYS Holdings Co., Ltd. (TSE:3988) Stock Rockets 32% But Many Are Still Ignoring The CompanySYS Holdings Co., Ltd. ( TSE:3988 ) shares have continued their recent momentum with a 32% gain in the last month...Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,277, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 20x in the IT industry in Japan. Total returns to shareholders of 98% over the past three years.分析記事 • Mar 18Statutory Profit Doesn't Reflect How Good SYS Holdings' (TSE:3988) Earnings AreSYS Holdings Co., Ltd.'s ( TSE:3988 ) earnings announcement last week was disappointing for investors, despite the...Reported Earnings • Mar 12Second quarter 2024 earnings released: EPS: JP¥24.50 (vs JP¥14.82 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.50 (up from JP¥14.82 in 2Q 2023). Revenue: JP¥3.10b (up 15% from 2Q 2023). Net income: JP¥128.0m (up 66% from 2Q 2023). Profit margin: 4.1% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.お知らせ • Jan 27SYS Holdings Co., Ltd. to Report Q2, 2024 Results on Mar 11, 2024SYS Holdings Co., Ltd. announced that they will report Q2, 2024 results on Mar 11, 2024Reported Earnings • Dec 15First quarter 2024 earnings released: EPS: JP¥15.16 (vs JP¥6.76 in 1Q 2023)First quarter 2024 results: EPS: JP¥15.16 (up from JP¥6.76 in 1Q 2023). Revenue: JP¥2.91b (up 40% from 1Q 2023). Net income: JP¥79.0m (up 126% from 1Q 2023). Profit margin: 2.7% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥71.15 (vs JP¥58.96 in FY 2022)Full year 2023 results: EPS: JP¥71.15 (up from JP¥58.96 in FY 2022). Revenue: JP¥10.5b (up 39% from FY 2022). Net income: JP¥370.0m (up 21% from FY 2022). Profit margin: 3.5% (down from 4.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 26SYS Holdings Co., Ltd. to Report Q1, 2024 Results on Dec 12, 2023SYS Holdings Co., Ltd. announced that they will report Q1, 2024 results on Dec 12, 2023New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥4.43b market cap, or US$29.8m).Buying Opportunity • Sep 20Now 22% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be JP¥1,113, 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 12%.Reported Earnings • Sep 18Full year 2023 earnings released: EPS: JP¥71.15 (vs JP¥58.96 in FY 2022)Full year 2023 results: EPS: JP¥71.15 (up from JP¥58.96 in FY 2022). Revenue: JP¥10.5b (up 39% from FY 2022). Net income: JP¥370.0m (up 21% from FY 2022). Profit margin: 3.5% (down from 4.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 15SYS Holdings Co., Ltd., Annual General Meeting, Oct 26, 2023SYS Holdings Co., Ltd., Annual General Meeting, Oct 26, 2023.お知らせ • Jul 26SYS Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Sep 13, 2023SYS Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Sep 13, 2023Upcoming Dividend • Jul 21Upcoming dividend of JP¥8.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).Reported Earnings • Jun 11Third quarter 2023 earnings released: EPS: JP¥20.53 (vs JP¥8.22 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.53 (up from JP¥8.22 in 3Q 2022). Revenue: JP¥2.87b (up 45% from 3Q 2022). Net income: JP¥107.0m (up 26% from 3Q 2022). Profit margin: 3.7% (down from 4.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Mar 11Second quarter 2023 earnings released: EPS: JP¥14.82 (vs JP¥42,500 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.82 (down from JP¥42,500 in 2Q 2022). Revenue: JP¥2.69b (up 46% from 2Q 2022). Net income: JP¥77.0m (down 9.4% from 2Q 2022). Profit margin: 2.9% (down from 4.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 26SYS Holdings Co., Ltd. to Report Q2, 2023 Results on Mar 10, 2023SYS Holdings Co., Ltd. announced that they will report Q2, 2023 results on Mar 10, 2023Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: JP¥6.76 (vs JP¥9.49 in 1Q 2022)First quarter 2023 results: EPS: JP¥6.76 (down from JP¥9.49 in 1Q 2022). Revenue: JP¥2.08b (up 19% from 1Q 2022). Net income: JP¥35.0m (down 29% from 1Q 2022). Profit margin: 1.7% (down from 2.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). MD, GM of Administration Division, Senior Managing Executive Officer & Director Daisuke Goto was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Full year 2022 earnings released: EPS: JP¥58.96 (vs JP¥53.48 in FY 2021)Full year 2022 results: EPS: JP¥58.96 (up from JP¥53.48 in FY 2021). Revenue: JP¥7.58b (up 20% from FY 2021). Net income: JP¥305.0m (up 11% from FY 2021). Profit margin: 4.0% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 27SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Aiga Co.,Ltd. from Toru Sakai, Takashi Torii, Yusuke Iguchi, and Kazuma Iwata.SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Aiga Co.,Ltd. from Toru Sakai, Takashi Torii, Yusuke Iguchi, and Kazuma Iwata on October 26, 2022.お知らせ • Oct 26+ 1 more updateSYS Holdings Co., Ltd. to Report Q1, 2023 Results on Dec 12, 2022SYS Holdings Co., Ltd. announced that they will report Q1, 2023 results on Dec 12, 2022お知らせ • Oct 22SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Netpark21 Co., Ltd. from Yasuro Takeuchi.SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Netpark21 Co., Ltd. from Yasuro Takeuchi on October 20, 2022. As a part of transaction, SYS Holdings Co., Ltd. will acquire 660 shares of Netpark21 Co., Ltd. For the year ended March 31, 2022, Netpark21 reported total assets of ¥183 million, net worth of ¥37 million, operating income of ¥5.9 million and net income of ¥2.04 million. The transaction is expected to complete on November 1, 2022.お知らせ • Sep 15SYS Holdings Co., Ltd., Annual General Meeting, Oct 27, 2022SYS Holdings Co., Ltd., Annual General Meeting, Oct 27, 2022.Reported Earnings • Sep 15Full year 2022 earnings released: EPS: JP¥58.96 (vs JP¥53.48 in FY 2021)Full year 2022 results: EPS: JP¥58.96 (up from JP¥53.48 in FY 2021). Revenue: JP¥7.58b (up 20% from FY 2021). Net income: JP¥305.0m (up 11% from FY 2021). Profit margin: 4.0% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28SYS Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Sep 13, 2022SYS Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Sep 13, 2022Upcoming Dividend • Jul 21Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).Reported Earnings • Jun 11Third quarter 2022 earnings released: EPS: JP¥8.22 (vs JP¥14.12 in 3Q 2021)Third quarter 2022 results: EPS: JP¥8.22. Revenue: JP¥1.98b (up 17% from 3Q 2021). Net income: JP¥85.0m (up 16% from 3Q 2021). Profit margin: 4.3% (in line with 3Q 2021).お知らせ • May 04SYS Holdings Co., Ltd. (JASDAQ:3988) completed the acquisition of MagnaSystem Inc. from Moriyu Kubota and Takaomi Hanada.SYS Holdings Co., Ltd. (JASDAQ:3988) agreed to acquire MagnaSystem Inc. from Moriyu Kubota and Takaomi Hanada on January 20, 2022. Prior to completion, Moriyu Kubota holds 90% stake and Takaomi Hanada holds 10% stake in MagnaSystem. Upon completion, SYS Holdings Co. will hold 100% stake in MagnaSystem and make it a subsidiary. The net assets, sales, ordinary profit and net profit of MagnaSystem for the fiscal year ended March 2021, were ¥36.79 million, ¥101.52 million, ¥12.25 million and ¥8.79 million, respectively. The transaction is expected to close on May 2, 2022. The acquisition of shares will have a minor impact on consolidated financial results for the fiscal year ending July 2022. SYS Holdings Co., Ltd. (JASDAQ:3988) completed the acquisition of MagnaSystem Inc. from Moriyu Kubota and Takaomi Hanada on May 2, 2022. The current management consists of Moriyuki Kubota, Representative Director, President and Executive Officer; Takaomi Hanada, Director; Masakazu Araki Executive Officer of the Company Org Co., Ltd. President and Representative Director; Junichi Arai Executive Officer of the Company Executive Officer of Swai System Co., Ltd. General Manager of Kanto Business Headquarters;Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). MD, GM of Administration Division, Senior Managing Executive Officer & Director Daisuke Goto was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 23SYS Holdings Co., Ltd. to Report Q3, 2022 Results on Jun 09, 2022SYS Holdings Co., Ltd. announced that they will report Q3, 2022 results on Jun 09, 2022Reported Earnings • Mar 11Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥42,500 (up from JP¥14.34 in 2Q 2021). Revenue: JP¥1.85b (up 24% from 2Q 2021). Net income: JP¥85.0m (up 15% from 2Q 2021). Profit margin: 4.6% (down from 4.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 14First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥18.98 (down from JP¥24.11 in 1Q 2021). Revenue: JP¥1.75b (up 24% from 1Q 2021). Net income: JP¥49.0m (down 21% from 1Q 2021). Profit margin: 2.8% (down from 4.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year and the company’s share price has also increased by 17% per year.Reported Earnings • Nov 02Full year 2021 earnings released: EPS JP¥107 (vs JP¥85.54 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.30b (up 6.9% from FY 2020). Net income: JP¥276.0m (up 26% from FY 2020). Profit margin: 4.4% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 15+ 1 more updateSYS Holdings Co., Ltd. (JASDAQ:3988) announces an Equity Buyback for 8,000 shares, representing 0.31% for ¥12 million.SYS Holdings Co., Ltd. (JASDAQ:3988) announces a share repurchase program. Under the program, the company will repurchase up to 8,000 shares, representing 0.31% of its issued share capital for ¥12 million. The purpose of the program is to return profits to shareholders by improving capital efficiency and to implement flexible capital policies according to the business environment. The program is valid till October 22, 2021. As of July 31, 2021, the company had 2,584,924 shares issued (excluding treasury stock) and 0 shares in treasury.Reported Earnings • Sep 15Full year 2021 earnings released: EPS JP¥107 (vs JP¥85.54 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.30b (up 6.9% from FY 2020). Net income: JP¥276.0m (up 26% from FY 2020). Profit margin: 4.4% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 29 October 2021. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.3%).Reported Earnings • Jun 11Third quarter 2021 earnings released: EPS JP¥28.24 (vs JP¥21.77 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.69b (up 12% from 3Q 2020). Net income: JP¥73.0m (up 30% from 3Q 2020). Profit margin: 4.3% (up from 3.7% in 3Q 2020). 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 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 07SYS Holdings Co., Ltd. (JASDAQ:3988) completed the acquisition of Resonant Communications CO.,LTD.SYS Holdings Co., Ltd. (JASDAQ:3988) agreed to acquire Resonant Communications Co., Ltd. from Kazutoshi Shirahama on April 20, 2021. SYS Holdings will acquire all the shares of Resonant Communications and make it a subsidiary. The transaction was resolved at the Board of Directors meeting held on April 20, 2021. The transaction is expected to complete on May 6, 2021. It is anticipated that the acquisition of shares will have a minor impact on his consolidated financial results for the fiscal year ending July 2021. SYS Holdings Co., Ltd. (JASDAQ:3988) completed the acquisition of Resonant Communications CO.,LTD. on May 6, 2021.分析記事 • May 03Returns At SYS Holdings (TYO:3988) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Apr 12Is SYS Holdings (TYO:3988) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Mar 20Why SYS Holdings Co., Ltd. (TYO:3988) Is A Dividend RockstarToday we'll take a closer look at SYS Holdings Co., Ltd. ( TYO:3988 ) from a dividend investor's perspective. Owning a...Reported Earnings • Mar 12Second quarter 2021 earnings released: EPS JP¥28.69 (vs JP¥30.72 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥1.50b (flat on 2Q 2020). Net income: JP¥74.0m (down 6.3% from 2Q 2020). Profit margin: 4.9% (down from 5.3% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Feb 23Is SYS Holdings Co., Ltd.'s (TYO:3988) Stock's Recent Performance A Reflection Of Its Financial Health?SYS Holdings' (TYO:3988) stock up by 6.1% over the past three months. Since the market usually pay for a company’s...分析記事 • Feb 02Will the Promising Trends At SYS Holdings (TYO:3988) Continue?If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...お知らせ • Jan 27SYS Holdings Co., Ltd. to Report Q2, 2021 Results on Mar 10, 2021SYS Holdings Co., Ltd. announced that they will report Q2, 2021 results on Mar 10, 2021分析記事 • Jan 12SYS Holdings (TYO:3988) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 19The Attractive Combination That Could Earn SYS Holdings Co., Ltd. (TYO:3988) A Place In Your Dividend PortfolioIs SYS Holdings Co., Ltd. ( TYO:3988 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Reported Earnings • Dec 11First quarter 2021 earnings released: EPS JP¥24.11The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥1.42b (down 1.3% from 1Q 2020). Net income: JP¥62.0m (up 5.1% from 1Q 2020). Profit margin: 4.4% (up from 4.1% in 1Q 2020). The increase in margin was driven by lower expenses. 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 8% per year, which means it is significantly lagging earnings.分析記事 • Nov 28Here's Why I Think SYS Holdings (TYO:3988) Is An Interesting StockIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Is New 90 Day High Low • Nov 17New 90-day low: JP¥1,257The company is down 17% from its price of JP¥1,513 on 19 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 5.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day low: JP¥1,278The company is down 4.0% from its price of JP¥1,327 on 31 July 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 3.0% over the same period.Reported Earnings • Sep 18Full year earnings released - EPS JP¥85.54Over the last 12 months the company has reported total profits of JP¥220.0m, up 42% from the prior year. Total revenue was JP¥5.89b over the last 12 months, up 15% from the prior year. Profit margins were 3.7%, which is in line with last year.お知らせ • Jul 26SYS Holdings Co., Ltd. to Report Fiscal Year 2020 Results on Sep 14, 2020SYS Holdings Co., Ltd. announced that they will report fiscal year 2020 results on Sep 14, 2020財務状況分析短期負債: 3988の 短期資産 ( ¥6.3B ) が 短期負債 ( ¥2.8B ) を超えています。長期負債: 3988の短期資産 ( ¥6.3B ) が 長期負債 ( ¥1.4B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 3988総負債よりも多くの現金を保有しています。負債の削減: 3988の負債対資本比率は、過去 5 年間で22%から40.9%に増加しました。債務返済能力: 3988の負債は 営業キャッシュフロー によって 十分にカバー されています ( 43.1% )。インタレストカバレッジ: 3988支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/07/17 19:30終値2026/07/17 00:00収益2026/04/30年間収益2025/07/31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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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SYS Holdings Co., Ltd. 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。1 アナリスト機関Atsushi OhmachiThe Stock Research Center
分析記事 • Apr 12Is SYS Holdings (TYO:3988) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Jan 12SYS Holdings (TYO:3988) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Jun 15Third quarter 2026 earnings released: EPS: JP¥12.48 (vs JP¥6.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.48 (up from JP¥6.84 in 3Q 2025). Revenue: JP¥4.04b (up 18% from 3Q 2025). Net income: JP¥132.0m (up 83% from 3Q 2025). Profit margin: 3.3% (up from 2.1% 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 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥12.41 (vs JP¥11.91 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.41 (up from JP¥11.91 in 2Q 2025). Revenue: JP¥3.86b (up 13% from 2Q 2025). Net income: JP¥131.0m (up 4.8% from 2Q 2025). Profit margin: 3.4% (down from 3.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Dec 16First quarter 2026 earnings released: EPS: JP¥5.41 (vs JP¥7.83 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.41 (down from JP¥7.83 in 1Q 2025). Revenue: JP¥3.76b (up 10% from 1Q 2025). Net income: JP¥57.0m (down 31% from 1Q 2025). Profit margin: 1.5% (down from 2.4% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Oct 24SYS Holdings Co., Ltd. to Report Q1, 2026 Results on Dec 15, 2025SYS Holdings Co., Ltd. announced that they will report Q1, 2026 results on Dec 15, 2025
Reported Earnings • Sep 15Full year 2025 earnings released: EPS: JP¥40.25 (vs JP¥45.05 in FY 2024)Full year 2025 results: EPS: JP¥40.25 (down from JP¥45.05 in FY 2024). Revenue: JP¥14.1b (up 13% from FY 2024). Net income: JP¥423.0m (down 10% from FY 2024). Profit margin: 3.0% (down from 3.8% in FY 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 increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 12SYS Holdings Co., Ltd., Annual General Meeting, Oct 29, 2025SYS Holdings Co., Ltd., Annual General Meeting, Oct 29, 2025.
お知らせ • Jul 30SYS Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Sep 12, 2025SYS Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Sep 12, 2025
Upcoming Dividend • Jul 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.4%).
Buy Or Sell Opportunity • Jun 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to JP¥530. The fair value is estimated to be JP¥440, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 20%.
Reported Earnings • Jun 14Third quarter 2025 earnings released: EPS: JP¥6.84 (vs JP¥10.60 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.84 (down from JP¥10.60 in 3Q 2024). Revenue: JP¥3.43b (up 11% from 3Q 2024). Net income: JP¥72.0m (down 35% from 3Q 2024). Profit margin: 2.1% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.
お知らせ • May 01SYS Holdings Co., Ltd. (TSE:3988) completed the acquisition of HTC Co., Ltd. from Chosei Aoki and others.SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire HTC Co., Ltd. from Chosei Aoki and others on April 18, 2025. The expected completion of the transaction is May 1, 2025. SYS Holdings Co., Ltd. (TSE:3988) completed the acquisition of HTC Co., Ltd. from Chosei Aoki and others on May 1, 2025.
お知らせ • Apr 24SYS Holdings Co., Ltd. to Report Q3, 2025 Results on Jun 12, 2025SYS Holdings Co., Ltd. announced that they will report Q3, 2025 results on Jun 12, 2025
分析記事 • Mar 23We Think That There Are Some Issues For SYS Holdings (TSE:3988) Beyond Its Promising EarningsSYS Holdings Co., Ltd.'s ( TSE:3988 ) robust recent earnings didn't do much to move the stock. We think this is due to...
Reported Earnings • Mar 15Second quarter 2025 earnings released: EPS: JP¥11.91 (vs JP¥12.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥11.91 (down from JP¥12.25 in 2Q 2024). Revenue: JP¥3.42b (up 10% from 2Q 2024). Net income: JP¥125.0m (down 2.3% from 2Q 2024). Profit margin: 3.7% (down from 4.1% 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 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 29SYS Holdings Co., Ltd. to Report Q2, 2025 Results on Mar 14, 2025SYS Holdings Co., Ltd. announced that they will report Q2, 2025 results on Mar 14, 2025
Reported Earnings • Dec 15First quarter 2025 earnings released: EPS: JP¥7.83 (vs JP¥7.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.83 (up from JP¥7.58 in 1Q 2024). Revenue: JP¥3.41b (up 17% from 1Q 2024). Net income: JP¥82.0m (up 3.8% from 1Q 2024). Profit margin: 2.4% (down from 2.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Nov 01SYS Holdings Co., Ltd. (TSE:3988) announces an Equity Buyback for 10,200 shares, for ¥4.97 million.SYS Holdings Co., Ltd. (TSE:3988) announces a share repurchase program. Under the program, the company will repurchase up to 10,200 shares, representing 0.1% of its issued share capital, for ¥ 4.97 million. The repurchase price will be ¥ 487 per share. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment. As of July 31, 2024, the company had 10,477,084 shares (excluding treasury stock) and 39,084 shares in treasury.
お知らせ • Oct 25SYS Holdings Co., Ltd. to Report Q1, 2025 Results on Dec 13, 2024SYS Holdings Co., Ltd. announced that they will report Q1, 2025 results on Dec 13, 2024
分析記事 • Sep 20SYS Holdings' (TSE:3988) Solid Earnings Are Supported By Other Strong FactorsWhen companies post strong earnings, the stock generally performs well, just like SYS Holdings Co., Ltd.'s ( TSE:3988...
Reported Earnings • Sep 17Full year 2024 earnings released: EPS: JP¥90.10 (vs JP¥35.58 in FY 2023)Full year 2024 results: EPS: JP¥90.10 (up from JP¥35.58 in FY 2023). Revenue: JP¥12.4b (up 18% from FY 2023). Net income: JP¥471.0m (up 27% from FY 2023). Profit margin: 3.8% (up from 3.5% 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 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 13SYS Holdings Co., Ltd., Annual General Meeting, Oct 29, 2024SYS Holdings Co., Ltd., Annual General Meeting, Oct 29, 2024.
分析記事 • Aug 06Investors Give SYS Holdings Co., Ltd. (TSE:3988) Shares A 31% HidingSYS Holdings Co., Ltd. ( TSE:3988 ) shareholders that were waiting for something to happen have been dealt a blow with...
New Risk • Aug 05New 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 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Market cap is less than US$100m (JP¥4.38b market cap, or US$30.8m).
お知らせ • Aug 02+ 1 more updateSYS Holdings Co., Ltd. (TSE:3988) completed the acquisition of Adamapp Inc. from Masaru Oyamada.SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Adamapp Inc. from Masaru Oyamada on June 20, 2024. For the period ending September 30, 2023, Adamapp Inc. reported EBIT of ¥10.09 million and net income of ¥8.89 million. As of September 30, 2023, Adamapp Inc. reported total assets of ¥71.11 million and total common equity of ¥56.35 million. The expected completion of the transaction is August 1, 2024. SYS Holdings Co., Ltd. (TSE:3988) completed the acquisition of Adamapp Inc. from Masaru Oyamada on August 1, 2024.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥500, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 67% over the past three years.
お知らせ • Jul 25SYS Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Sep 13, 2024SYS Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Sep 13, 2024
Upcoming Dividend • Jul 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.5%).
Reported Earnings • Jun 17Third quarter 2024 earnings released: EPS: JP¥21.19 (vs JP¥20.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥21.19 (up from JP¥20.53 in 3Q 2023). Revenue: JP¥3.11b (up 8.2% from 3Q 2023). Net income: JP¥111.0m (up 3.7% from 3Q 2023). Profit margin: 3.6% (down from 3.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.
お知らせ • Apr 28SYS Holdings Co., Ltd. to Report Q3, 2024 Results on Jun 11, 2024SYS Holdings Co., Ltd. announced that they will report Q3, 2024 results on Jun 11, 2024
分析記事 • Mar 21SYS Holdings Co., Ltd. (TSE:3988) Stock Rockets 32% But Many Are Still Ignoring The CompanySYS Holdings Co., Ltd. ( TSE:3988 ) shares have continued their recent momentum with a 32% gain in the last month...
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,277, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 20x in the IT industry in Japan. Total returns to shareholders of 98% over the past three years.
分析記事 • Mar 18Statutory Profit Doesn't Reflect How Good SYS Holdings' (TSE:3988) Earnings AreSYS Holdings Co., Ltd.'s ( TSE:3988 ) earnings announcement last week was disappointing for investors, despite the...
Reported Earnings • Mar 12Second quarter 2024 earnings released: EPS: JP¥24.50 (vs JP¥14.82 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.50 (up from JP¥14.82 in 2Q 2023). Revenue: JP¥3.10b (up 15% from 2Q 2023). Net income: JP¥128.0m (up 66% from 2Q 2023). Profit margin: 4.1% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jan 27SYS Holdings Co., Ltd. to Report Q2, 2024 Results on Mar 11, 2024SYS Holdings Co., Ltd. announced that they will report Q2, 2024 results on Mar 11, 2024
Reported Earnings • Dec 15First quarter 2024 earnings released: EPS: JP¥15.16 (vs JP¥6.76 in 1Q 2023)First quarter 2024 results: EPS: JP¥15.16 (up from JP¥6.76 in 1Q 2023). Revenue: JP¥2.91b (up 40% from 1Q 2023). Net income: JP¥79.0m (up 126% from 1Q 2023). Profit margin: 2.7% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.
Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥71.15 (vs JP¥58.96 in FY 2022)Full year 2023 results: EPS: JP¥71.15 (up from JP¥58.96 in FY 2022). Revenue: JP¥10.5b (up 39% from FY 2022). Net income: JP¥370.0m (up 21% from FY 2022). Profit margin: 3.5% (down from 4.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 26SYS Holdings Co., Ltd. to Report Q1, 2024 Results on Dec 12, 2023SYS Holdings Co., Ltd. announced that they will report Q1, 2024 results on Dec 12, 2023
New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥4.43b market cap, or US$29.8m).
Buying Opportunity • Sep 20Now 22% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be JP¥1,113, 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 12%.
Reported Earnings • Sep 18Full year 2023 earnings released: EPS: JP¥71.15 (vs JP¥58.96 in FY 2022)Full year 2023 results: EPS: JP¥71.15 (up from JP¥58.96 in FY 2022). Revenue: JP¥10.5b (up 39% from FY 2022). Net income: JP¥370.0m (up 21% from FY 2022). Profit margin: 3.5% (down from 4.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 15SYS Holdings Co., Ltd., Annual General Meeting, Oct 26, 2023SYS Holdings Co., Ltd., Annual General Meeting, Oct 26, 2023.
お知らせ • Jul 26SYS Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Sep 13, 2023SYS Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Sep 13, 2023
Upcoming Dividend • Jul 21Upcoming dividend of JP¥8.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
Reported Earnings • Jun 11Third quarter 2023 earnings released: EPS: JP¥20.53 (vs JP¥8.22 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.53 (up from JP¥8.22 in 3Q 2022). Revenue: JP¥2.87b (up 45% from 3Q 2022). Net income: JP¥107.0m (up 26% from 3Q 2022). Profit margin: 3.7% (down from 4.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Mar 11Second quarter 2023 earnings released: EPS: JP¥14.82 (vs JP¥42,500 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.82 (down from JP¥42,500 in 2Q 2022). Revenue: JP¥2.69b (up 46% from 2Q 2022). Net income: JP¥77.0m (down 9.4% from 2Q 2022). Profit margin: 2.9% (down from 4.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 26SYS Holdings Co., Ltd. to Report Q2, 2023 Results on Mar 10, 2023SYS Holdings Co., Ltd. announced that they will report Q2, 2023 results on Mar 10, 2023
Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: JP¥6.76 (vs JP¥9.49 in 1Q 2022)First quarter 2023 results: EPS: JP¥6.76 (down from JP¥9.49 in 1Q 2022). Revenue: JP¥2.08b (up 19% from 1Q 2022). Net income: JP¥35.0m (down 29% from 1Q 2022). Profit margin: 1.7% (down from 2.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). MD, GM of Administration Division, Senior Managing Executive Officer & Director Daisuke Goto was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Full year 2022 earnings released: EPS: JP¥58.96 (vs JP¥53.48 in FY 2021)Full year 2022 results: EPS: JP¥58.96 (up from JP¥53.48 in FY 2021). Revenue: JP¥7.58b (up 20% from FY 2021). Net income: JP¥305.0m (up 11% from FY 2021). Profit margin: 4.0% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 27SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Aiga Co.,Ltd. from Toru Sakai, Takashi Torii, Yusuke Iguchi, and Kazuma Iwata.SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Aiga Co.,Ltd. from Toru Sakai, Takashi Torii, Yusuke Iguchi, and Kazuma Iwata on October 26, 2022.
お知らせ • Oct 26+ 1 more updateSYS Holdings Co., Ltd. to Report Q1, 2023 Results on Dec 12, 2022SYS Holdings Co., Ltd. announced that they will report Q1, 2023 results on Dec 12, 2022
お知らせ • Oct 22SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Netpark21 Co., Ltd. from Yasuro Takeuchi.SYS Holdings Co., Ltd. (TSE:3988) agreed to acquire Netpark21 Co., Ltd. from Yasuro Takeuchi on October 20, 2022. As a part of transaction, SYS Holdings Co., Ltd. will acquire 660 shares of Netpark21 Co., Ltd. For the year ended March 31, 2022, Netpark21 reported total assets of ¥183 million, net worth of ¥37 million, operating income of ¥5.9 million and net income of ¥2.04 million. The transaction is expected to complete on November 1, 2022.
お知らせ • Sep 15SYS Holdings Co., Ltd., Annual General Meeting, Oct 27, 2022SYS Holdings Co., Ltd., Annual General Meeting, Oct 27, 2022.
Reported Earnings • Sep 15Full year 2022 earnings released: EPS: JP¥58.96 (vs JP¥53.48 in FY 2021)Full year 2022 results: EPS: JP¥58.96 (up from JP¥53.48 in FY 2021). Revenue: JP¥7.58b (up 20% from FY 2021). Net income: JP¥305.0m (up 11% from FY 2021). Profit margin: 4.0% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28SYS Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Sep 13, 2022SYS Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Sep 13, 2022
Upcoming Dividend • Jul 21Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Reported Earnings • Jun 11Third quarter 2022 earnings released: EPS: JP¥8.22 (vs JP¥14.12 in 3Q 2021)Third quarter 2022 results: EPS: JP¥8.22. Revenue: JP¥1.98b (up 17% from 3Q 2021). Net income: JP¥85.0m (up 16% from 3Q 2021). Profit margin: 4.3% (in line with 3Q 2021).
お知らせ • May 04SYS Holdings Co., Ltd. (JASDAQ:3988) completed the acquisition of MagnaSystem Inc. from Moriyu Kubota and Takaomi Hanada.SYS Holdings Co., Ltd. (JASDAQ:3988) agreed to acquire MagnaSystem Inc. from Moriyu Kubota and Takaomi Hanada on January 20, 2022. Prior to completion, Moriyu Kubota holds 90% stake and Takaomi Hanada holds 10% stake in MagnaSystem. Upon completion, SYS Holdings Co. will hold 100% stake in MagnaSystem and make it a subsidiary. The net assets, sales, ordinary profit and net profit of MagnaSystem for the fiscal year ended March 2021, were ¥36.79 million, ¥101.52 million, ¥12.25 million and ¥8.79 million, respectively. The transaction is expected to close on May 2, 2022. The acquisition of shares will have a minor impact on consolidated financial results for the fiscal year ending July 2022. SYS Holdings Co., Ltd. (JASDAQ:3988) completed the acquisition of MagnaSystem Inc. from Moriyu Kubota and Takaomi Hanada on May 2, 2022. The current management consists of Moriyuki Kubota, Representative Director, President and Executive Officer; Takaomi Hanada, Director; Masakazu Araki Executive Officer of the Company Org Co., Ltd. President and Representative Director; Junichi Arai Executive Officer of the Company Executive Officer of Swai System Co., Ltd. General Manager of Kanto Business Headquarters;
Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). MD, GM of Administration Division, Senior Managing Executive Officer & Director Daisuke Goto was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 23SYS Holdings Co., Ltd. to Report Q3, 2022 Results on Jun 09, 2022SYS Holdings Co., Ltd. announced that they will report Q3, 2022 results on Jun 09, 2022
Reported Earnings • Mar 11Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥42,500 (up from JP¥14.34 in 2Q 2021). Revenue: JP¥1.85b (up 24% from 2Q 2021). Net income: JP¥85.0m (up 15% from 2Q 2021). Profit margin: 4.6% (down from 4.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 14First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥18.98 (down from JP¥24.11 in 1Q 2021). Revenue: JP¥1.75b (up 24% from 1Q 2021). Net income: JP¥49.0m (down 21% from 1Q 2021). Profit margin: 2.8% (down from 4.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year and the company’s share price has also increased by 17% per year.
Reported Earnings • Nov 02Full year 2021 earnings released: EPS JP¥107 (vs JP¥85.54 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.30b (up 6.9% from FY 2020). Net income: JP¥276.0m (up 26% from FY 2020). Profit margin: 4.4% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 15+ 1 more updateSYS Holdings Co., Ltd. (JASDAQ:3988) announces an Equity Buyback for 8,000 shares, representing 0.31% for ¥12 million.SYS Holdings Co., Ltd. (JASDAQ:3988) announces a share repurchase program. Under the program, the company will repurchase up to 8,000 shares, representing 0.31% of its issued share capital for ¥12 million. The purpose of the program is to return profits to shareholders by improving capital efficiency and to implement flexible capital policies according to the business environment. The program is valid till October 22, 2021. As of July 31, 2021, the company had 2,584,924 shares issued (excluding treasury stock) and 0 shares in treasury.
Reported Earnings • Sep 15Full year 2021 earnings released: EPS JP¥107 (vs JP¥85.54 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.30b (up 6.9% from FY 2020). Net income: JP¥276.0m (up 26% from FY 2020). Profit margin: 4.4% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 29 October 2021. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.3%).
Reported Earnings • Jun 11Third quarter 2021 earnings released: EPS JP¥28.24 (vs JP¥21.77 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.69b (up 12% from 3Q 2020). Net income: JP¥73.0m (up 30% from 3Q 2020). Profit margin: 4.3% (up from 3.7% in 3Q 2020). 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 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 07SYS Holdings Co., Ltd. (JASDAQ:3988) completed the acquisition of Resonant Communications CO.,LTD.SYS Holdings Co., Ltd. (JASDAQ:3988) agreed to acquire Resonant Communications Co., Ltd. from Kazutoshi Shirahama on April 20, 2021. SYS Holdings will acquire all the shares of Resonant Communications and make it a subsidiary. The transaction was resolved at the Board of Directors meeting held on April 20, 2021. The transaction is expected to complete on May 6, 2021. It is anticipated that the acquisition of shares will have a minor impact on his consolidated financial results for the fiscal year ending July 2021. SYS Holdings Co., Ltd. (JASDAQ:3988) completed the acquisition of Resonant Communications CO.,LTD. on May 6, 2021.
分析記事 • May 03Returns At SYS Holdings (TYO:3988) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Apr 12Is SYS Holdings (TYO:3988) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Mar 20Why SYS Holdings Co., Ltd. (TYO:3988) Is A Dividend RockstarToday we'll take a closer look at SYS Holdings Co., Ltd. ( TYO:3988 ) from a dividend investor's perspective. Owning a...
Reported Earnings • Mar 12Second quarter 2021 earnings released: EPS JP¥28.69 (vs JP¥30.72 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥1.50b (flat on 2Q 2020). Net income: JP¥74.0m (down 6.3% from 2Q 2020). Profit margin: 4.9% (down from 5.3% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Feb 23Is SYS Holdings Co., Ltd.'s (TYO:3988) Stock's Recent Performance A Reflection Of Its Financial Health?SYS Holdings' (TYO:3988) stock up by 6.1% over the past three months. Since the market usually pay for a company’s...
分析記事 • Feb 02Will the Promising Trends At SYS Holdings (TYO:3988) Continue?If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
お知らせ • Jan 27SYS Holdings Co., Ltd. to Report Q2, 2021 Results on Mar 10, 2021SYS Holdings Co., Ltd. announced that they will report Q2, 2021 results on Mar 10, 2021
分析記事 • Jan 12SYS Holdings (TYO:3988) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 19The Attractive Combination That Could Earn SYS Holdings Co., Ltd. (TYO:3988) A Place In Your Dividend PortfolioIs SYS Holdings Co., Ltd. ( TYO:3988 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Reported Earnings • Dec 11First quarter 2021 earnings released: EPS JP¥24.11The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥1.42b (down 1.3% from 1Q 2020). Net income: JP¥62.0m (up 5.1% from 1Q 2020). Profit margin: 4.4% (up from 4.1% in 1Q 2020). The increase in margin was driven by lower expenses. 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 8% per year, which means it is significantly lagging earnings.
分析記事 • Nov 28Here's Why I Think SYS Holdings (TYO:3988) Is An Interesting StockIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Is New 90 Day High Low • Nov 17New 90-day low: JP¥1,257The company is down 17% from its price of JP¥1,513 on 19 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day low: JP¥1,278The company is down 4.0% from its price of JP¥1,327 on 31 July 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 3.0% over the same period.
Reported Earnings • Sep 18Full year earnings released - EPS JP¥85.54Over the last 12 months the company has reported total profits of JP¥220.0m, up 42% from the prior year. Total revenue was JP¥5.89b over the last 12 months, up 15% from the prior year. Profit margins were 3.7%, which is in line with last year.
お知らせ • Jul 26SYS Holdings Co., Ltd. to Report Fiscal Year 2020 Results on Sep 14, 2020SYS Holdings Co., Ltd. announced that they will report fiscal year 2020 results on Sep 14, 2020