View Financial HealthNeeds Well 配当と自社株買い配当金 基準チェック /36Needs Wellは配当を支払う会社で、現在の利回りは2.92%ですが、利益によって十分にカバーされています。次の支払い日は 24th December, 2026で、権利落ち日は29th September, 2026 。主要情報2.9%配当利回り1.3%バイバック利回り総株主利回り4.2%将来の配当利回りn/a配当成長n/a次回配当支払日24 Dec 26配当落ち日29 Sep 26一株当たり配当金n/a配当性向57%最近の配当と自社株買いの更新Declared Dividend • May 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 23% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).分析記事 • Sep 02Needs Well (TSE:3992) Is Paying Out A Larger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...分析記事 • Aug 19Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...分析記事 • Aug 05Needs Well (TSE:3992) Has Announced That It Will Be Increasing Its Dividend To ¥12.00The board of Needs Well Inc. ( TSE:3992 ) has announced that it will be paying its dividend of ¥12.00 on the 24th of...分析記事 • Jul 17Needs Well's (TSE:3992) Shareholders Will Receive A Bigger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...すべての更新を表示Recent updates分析記事 • May 20We Think That There Are Some Issues For Needs Well (TSE:3992) Beyond Its Promising EarningsThe stock price didn't jump after Needs Well Inc. ( TSE:3992 ) posted decent earnings last week. Our analysis showed...New Risk • May 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.8b (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • May 16Second quarter 2026 earnings released: EPS: JP¥3.67 (vs JP¥6.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.67 (down from JP¥6.99 in 2Q 2025). Revenue: JP¥2.62b (up 3.9% from 2Q 2025). Net income: JP¥139.0m (down 48% from 2Q 2025). Profit margin: 5.3% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses.Declared Dividend • May 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 23% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 16Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥520. The fair value is estimated to be JP¥425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last year. Earnings per share has grown by 20%.Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥7.02 (vs JP¥5.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.02 (up from JP¥5.94 in 1Q 2025). Revenue: JP¥2.58b (up 2.9% from 1Q 2025). Net income: JP¥266.0m (up 18% from 1Q 2025). Profit margin: 10% (up from 9.0% in 1Q 2025). The increase in margin was driven by higher revenue.お知らせ • Jan 06Needs Well Inc. to Report Q1, 2026 Results on Feb 12, 2026Needs Well Inc. announced that they will report Q1, 2026 results on Feb 12, 2026Reported Earnings • Nov 14Full year 2025 earnings released: EPS: JP¥23.41 (vs JP¥21.13 in FY 2024)Full year 2025 results: EPS: JP¥23.41 (up from JP¥21.13 in FY 2024). Revenue: JP¥10.0b (up 5.1% from FY 2024). Net income: JP¥887.0m (up 9.6% from FY 2024). Profit margin: 8.8% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue.お知らせ • Nov 11Needs Well Inc., Annual General Meeting, Dec 23, 2025Needs Well Inc., Annual General Meeting, Dec 23, 2025.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥514, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 255% over the past three years.Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥612, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 305% over the past three years.分析記事 • Sep 02Needs Well (TSE:3992) Is Paying Out A Larger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...お知らせ • Sep 01Needs Well Inc. to Report Fiscal Year 2025 Results on Nov 11, 2025Needs Well Inc. announced that they will report fiscal year 2025 results on Nov 11, 2025分析記事 • Aug 19Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...お知らせ • Aug 19Needs Well Inc. (TSE:3992) agreed to acquire an unknown minority stake in Hmcomm Inc. (TSE:265A) for ¥50 million.Needs Well Inc. (TSE:3992) agreed to acquire an unknown minority stake in Hmcomm Inc. (TSE:265A) for ¥50 million on August 19, 2025. The consideration consists of treasury shares common equity of Needs Well Inc. having a value of ¥50 million to be issued for common equity of Hmcomm Inc. As part of consideration, ¥50 million is paid towards common equity of Hmcomm Inc.Reported Earnings • Aug 08Third quarter 2025 earnings released: EPS: JP¥3.64 (vs JP¥4.06 in 3Q 2024)Third quarter 2025 results: EPS: JP¥3.64 (down from JP¥4.06 in 3Q 2024). Revenue: JP¥2.35b (flat on 3Q 2024). Net income: JP¥138.0m (down 10% from 3Q 2024). Profit margin: 5.9% (down from 6.6% in 3Q 2024).分析記事 • Aug 05Needs Well (TSE:3992) Has Announced That It Will Be Increasing Its Dividend To ¥12.00The board of Needs Well Inc. ( TSE:3992 ) has announced that it will be paying its dividend of ¥12.00 on the 24th of...分析記事 • Jul 17Needs Well's (TSE:3992) Shareholders Will Receive A Bigger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...分析記事 • Jun 23Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) will increase its dividend from last year's comparable payment on the 24th of December to...分析記事 • May 15Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...お知らせ • May 14Needs Well Inc. to Report Q3, 2025 Results on Aug 06, 2025Needs Well Inc. announced that they will report Q3, 2025 results on Aug 06, 2025Declared Dividend • May 14Dividend increased to JP¥12.00Dividend of JP¥12.00 is 33% higher than last year. Ex-date: 29th September 2025 Payment date: 24th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 21% per year over the past 4 years and payments have been stable during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥466, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 210% over the past three years.Buy Or Sell Opportunity • Apr 08Now 33% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥336. The fair value is estimated to be JP¥252, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last year. Earnings per share has declined by 13%.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥355, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 121% over the past three years.お知らせ • Mar 27Needs Well Inc. to Report Q2, 2025 Results on May 12, 2025Needs Well Inc. announced that they will report Q2, 2025 results on May 12, 2025Reported Earnings • Feb 14First quarter 2025 earnings released: EPS: JP¥5.94 (vs JP¥6.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.94 (down from JP¥6.55 in 1Q 2024). Revenue: JP¥2.51b (up 4.9% from 1Q 2024). Net income: JP¥225.0m (down 10.0% from 1Q 2024). Profit margin: 9.0% (down from 11% in 1Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Jan 21Needs Well Inc. Revises Dividend Guidance for the Fiscal Year Ending September 30, 2025Needs Well Inc. revised dividend guidance for the fiscal year ending September 30, 2025. For the year, the company expects dividend of JPY 12.00 compared to Previous forecast of JPY 9.00 per share.Reported Earnings • Dec 28Full year 2024 earnings released: EPS: JP¥21.13 (vs JP¥21.31 in FY 2023)Full year 2024 results: EPS: JP¥21.13 (down from JP¥21.31 in FY 2023). Revenue: JP¥9.55b (up 9.0% from FY 2023). Net income: JP¥809.0m (down 3.3% from FY 2023). Profit margin: 8.5% (down from 9.6% in FY 2023). The decrease in margin was driven by higher expenses.New Risk • Dec 17New 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 8.5% 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 Risks Share price has been highly volatile over the past 3 months (8.5% average weekly change). High level of non-cash earnings (24% accrual ratio). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥14.4b market cap, or US$93.7m).Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥377, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 186% over the past three years.お知らせ • Nov 20Needs Well Inc. to Report Q1, 2025 Results on Feb 12, 2025Needs Well Inc. announced that they will report Q1, 2025 results on Feb 12, 2025分析記事 • Nov 18Earnings Troubles May Signal Larger Issues for Needs Well (TSE:3992) ShareholdersNeeds Well Inc.'s ( TSE:3992 ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests...Reported Earnings • Nov 14Full year 2024 earnings released: EPS: JP¥21.13 (vs JP¥21.31 in FY 2023)Full year 2024 results: EPS: JP¥21.13 (down from JP¥21.31 in FY 2023). Revenue: JP¥9.55b (up 9.0% from FY 2023). Net income: JP¥809.0m (down 3.3% from FY 2023). Profit margin: 8.5% (down from 9.6% in FY 2023). The decrease in margin was driven by higher expenses.お知らせ • Nov 11Needs Well Inc., Annual General Meeting, Dec 23, 2024Needs Well Inc., Annual General Meeting, Dec 23, 2024.Upcoming Dividend • Sep 20Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).お知らせ • Sep 05Needs Well Inc. to Report Fiscal Year 2024 Results on Nov 11, 2024Needs Well Inc. announced that they will report fiscal year 2024 results on Nov 11, 2024お知らせ • Aug 21Needs Well Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. revised consolidated earnings guidance for the fiscal year ending September 30, 2024. For the full year, the company expects net sales of JPY 9,660 million compared to previous guidance of JPY 10,720 million, operating profit of JPY 1,212 million compared to previous guidance of JPY 1,440 million, profit attributable to owners of parent of JPY 860 compared to previous guidance of JPY 980 million and profit per share of JPY 22.44 compared to previous guidance of JPY 25.78.Reported Earnings • Aug 13Third quarter 2024 earnings released: EPS: JP¥4.06 (vs JP¥7.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.06 (down from JP¥7.23 in 3Q 2023). Revenue: JP¥2.34b (down 2.5% from 3Q 2023). Net income: JP¥153.8m (down 45% from 3Q 2023). Profit margin: 6.6% (down from 12% in 3Q 2023). The decrease in margin was primarily driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to JP¥260, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 76% over the past three years.New Risk • Aug 01New 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 Less than 3 years of financial data is available. Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥14.0b market cap, or US$93.3m).お知らせ • Jun 18Needs Well Inc. (TSE:3992) announces an Equity Buyback for 600,000 shares, representing 1.47% for ¥200 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.47% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The purpose of the program is to improve the company's share price, increase future shareholder returns, and implement a flexible capital policy in response to changes in the business environment. The program will continue through September 20, 2024. As of June 1, 2024, the company had 40,699,200 issued shares (excluding treasury stock) and 2,198,214 treasury shares.お知らせ • May 18Needs Well Inc. to Report Q3, 2024 Results on Aug 08, 2024Needs Well Inc. announced that they will report Q3, 2024 results on Aug 08, 2024Reported Earnings • May 11Second quarter 2024 earnings released: EPS: JP¥13.63 (vs JP¥14.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.63 (down from JP¥14.46 in 2Q 2023). Revenue: JP¥2.43b (up 1.3% from 2Q 2023). Net income: JP¥259.0m (down 7.5% from 2Q 2023). Profit margin: 11% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses.Declared Dividend • May 11Dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 27th September 2024 Payment date: 25th December 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 3.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 10Needs Well Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. provided consolidated earnings guidance for the fiscal year ending September 30, 2024. For the full year, the company expects net sales of JPY 10,720 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 980 million and profit per share of JPY 51.45.Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 19% to JP¥934. The fair value is estimated to be JP¥1,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Mar 14Needs Well Inc. Revises Dividend Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. revised dividend guidance for the fiscal year ending September 30, 2024. For the year, the company expects dividend of JPY 18.00 compared to Previous forecast of JPY 15.00 per share.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,127, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 24x in the Software industry in Japan. Total returns to shareholders of 277% over the past three years.Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 27% to JP¥926. The fair value is estimated to be JP¥1,163, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Feb 15Needs Well Inc. to Report Q2, 2024 Results on May 09, 2024Needs Well Inc. announced that they will report Q2, 2024 results on May 09, 2024お知らせ • Nov 17Needs Well Inc. to Report Q1, 2024 Results on Feb 08, 2024Needs Well Inc. announced that they will report Q1, 2024 results on Feb 08, 2024お知らせ • Nov 11Needs Well Inc., Annual General Meeting, Dec 22, 2023Needs Well Inc., Annual General Meeting, Dec 22, 2023.お知らせ • Nov 01Needs Well Inc. Revises Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised year-end dividend guidance for the fiscal year ending September 30, 2023. For the year, the company now expects year-end dividend of JPY 13.50 per share against JPY 10.00 per share paid a year ago.お知らせ • Sep 21Needs Well Inc. Revises Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised year-end dividend guidance for the fiscal year ending September 30, 2023. For the year, the company now expects year-end dividend of JPY 12.50 per share against previous forecast of JPY 11.50 per share.お知らせ • Sep 16Needs Well Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised consolidated earnings guidance for the fiscal year ending September 30, 2023. For the fiscal year, the company expects to report net sales of JPY 9,059 million, operating profit of JPY 1,100 million, ordinary profit of JPY 1,121 million, profit attributable to the owners of parent of JPY 748 million, and profit per share of JPY 37.94, compared with previous guidance of net sales of JPY 9,059 million, operating profit of JPY 1,004 million, ordinary profit of JPY 1,019 million, profit attributable to the owners of parent of JPY 679 million, and profit per share of JPY 34.46. The reasons for revision in figures of the consolidated financial results forecast: Profit is expected to exceed the company's previous forecast announced in the "Notice Regarding Upward Revision to Consolidated Financial Results Forecast" dated March 15, 2023, due to development of new employees into industry- ready personnel at an early stage progressing faster than expected, improved profitability following the expansion of the IT Outsourcing Business, and other factors. Therefore, the Company has revised upward the previous consolidated financial results forecast as detailed above.お知らせ • Sep 02Needs Well Inc. to Report Fiscal Year 2023 Results on Nov 09, 2023Needs Well Inc. announced that they will report fiscal year 2023 results on Nov 09, 2023New Risk • Aug 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.3b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.3b market cap, or US$99.4m).お知らせ • Jun 16Needs Well Inc. (TSE:3992) announces an Equity Buyback for 750,000 shares, representing 3.8% for ¥500 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 3.8% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to improve stock prices and shareholder returns, and to implement a flexible capital policy in response to changes in the business environment. The program will continue through September 22, 2023. As of June 1, 2023, the company had 19,744,142 issued shares (excluding treasury stock) and 594,258 treasury shares.お知らせ • May 17Needs Well Inc. to Report Q3, 2023 Results on Aug 09, 2023Needs Well Inc. announced that they will report Q3, 2023 results on Aug 09, 2023お知らせ • May 13+ 1 more updateNeeds Well Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. provided consolidated earnings guidance for the fiscal year ending September 30, 2023. For the year, the company expects net sales of JPY 9,059 million, operating profit of JPY 1,004 million, profit attributable to owners of parent of JPY 679 million and profit per share of JPY 34.44.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥969, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 87% over the past three years.Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥16.93 (vs JP¥12.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.93 (up from JP¥12.31 in 1Q 2022). Revenue: JP¥2.02b (up 29% from 1Q 2022). Net income: JP¥167.0m (up 34% from 1Q 2022). Profit margin: 8.3% (up from 8.0% in 1Q 2022). 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 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11+ 1 more updateNeeds Well Inc. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending September 30, 2023Needs Well Inc. provided consolidated earnings guidance for the first half of 2023 and full year ending September 30, 2023. For the first half, the company expects net sales of ¥4,138 million, operating profit of ¥364 million, Profit attributable to owners of parent of ¥266 million and profit per share of ¥27.06.For the year, the company expects net sales of ¥9,000 million, operating profit of ¥801 million, Profit attributable to owners of parent of ¥567 million and profit per share of ¥57.59.Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 16Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentThere 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. 10 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Executive Officer & Director Keiho Akiyama was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 12+ 2 more updatesNeeds Well Inc. Announces Dividend for the Fiscal Year Ended September 30, 2022, Payable on December 26, 2022Needs Well Inc. announced dividend of JPY 20.00 per share for the fiscal year ended September 30, 2022 as compared to paid dividend of JPY 23.00 per share a year ago. Scheduled date of commencing dividend payments is December 26, 2022.お知らせ • Nov 10Needs Well Inc., Annual General Meeting, Dec 23, 2022Needs Well Inc., Annual General Meeting, Dec 23, 2022. Agenda: Annual general meeting.お知らせ • Nov 09Needs Well Inc. to Report Q1, 2023 Results on Feb 10, 2023Needs Well Inc. announced that they will report Q1, 2023 results on Feb 10, 2023Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 23 December 2022. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • Sep 16Needs Well Inc. (TSE:3992) agreed to acquire BO STUDIO Inc. from Yuki Kawazoe and others for ¥ 750 million.Needs Well Inc. (TSE:3992) agreed to acquire BO STUDIO Inc. from Yuki Kawazoe and others for ¥ 750 million on September 15, 2022. BO STUDIO Inc. generated Total assets of ¥ 83 million, Sales of ¥ 220 million, Operating income of ¥ 30 million, net worth of ¥ 34 million and Net income of ¥ 15 million for the Fiscal year ending September 2021. Execution of share transfer is on October 3, 2022.お知らせ • Sep 01Needs Well Inc. to Report Fiscal Year 2022 Results on Nov 11, 2022Needs Well Inc. announced that they will report fiscal year 2022 results on Nov 11, 2022Reported Earnings • Aug 07Third quarter 2022 earnings released: EPS: JP¥13.03 (vs JP¥10.93 in 3Q 2021)Third quarter 2022 results: EPS: JP¥13.03 (up from JP¥10.93 in 3Q 2021). Revenue: JP¥1.72b (up 19% from 3Q 2021). Net income: JP¥129.0m (up 29% from 3Q 2021). Profit margin: 7.5% (up from 6.9% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • May 26Needs Well Inc. (TSE:3992) acquired a 18.7% stake in Souken-sys Inc.Needs Well Inc. (TSE:3992) acquired a 18.7% stake in Souken-sys Inc on March 15, 2022. Under the terms, 23,000 shares will be acquired representing 18.7% of stake in Souken-sys Needs Well Inc. (TSE:3992) completed the acquisition of a 18.7% stake in Souken-sys Inc on March 15, 2022.お知らせ • May 18Needs Well Inc. to Report Q3, 2022 Results on Aug 05, 2022Needs Well Inc. announced that they will report Q3, 2022 results on Aug 05, 2022Reported Earnings • May 17Second quarter 2022 earnings released: EPS: JP¥13.24 (vs JP¥13.28 in 2Q 2021)Second quarter 2022 results: EPS: JP¥13.24. Revenue: JP¥1.69b (up 15% from 2Q 2021). Net income: JP¥134.0m (up 14% from 2Q 2021). Profit margin: 7.9% (down from 8.0% in 2Q 2021). The decrease in margin was driven by higher expenses.Board Change • Apr 27Less than half of directors are independentThere 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. 10 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Executive Officer & Director Keiho Akiyama was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be JP¥740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.6% per annum over the last 3 years.お知らせ • Feb 18Needs Well Inc. to Report Q2, 2022 Results on May 12, 2022Needs Well Inc. announced that they will report Q2, 2022 results on May 12, 2022Reported Earnings • Feb 12First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥12.31 (up from JP¥10.45 in 1Q 2021). Revenue: JP¥1.56b (up 16% from 1Q 2021). Net income: JP¥125.0m (up 40% from 1Q 2021). Profit margin: 8.0% (up from 6.6% in 1Q 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 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 11Needs Well Inc. (TSE:3992) announces an Equity Buyback for 340,000 shares, representing 3.34% for ¥200 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 340,000 shares, representing 3.34% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The purpose of the program is to improve stock prices and EPS, and to implement agile capital policies in response to changes in the business environment. The program will continue through August 12, 2022. As of January 31, 2022, the company had 10,167,768 issued shares (excluding treasury stock) and 232 treasury shares.Reported Earnings • Dec 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥46.63 (up from JP¥40.88 in FY 2020). Revenue: JP¥5.75b (up 7.2% from FY 2020). Net income: JP¥421.0m (up 21% from FY 2020). Profit margin: 7.3% (up from 6.5% in FY 2020). 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 14% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Nov 12Full year 2021 earnings released: EPS JP¥46.63 (vs JP¥40.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.75b (up 7.2% from FY 2020). Net income: JP¥421.0m (up 21% from FY 2020). Profit margin: 7.3% (up from 6.5% 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 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 23 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 09Third quarter 2021 earnings released: EPS JP¥10.93 (vs JP¥6.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.44b (up 14% from 3Q 2020). Net income: JP¥100.0m (up 92% from 3Q 2020). Profit margin: 6.9% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • May 14Second quarter 2021 earnings released: EPS JP¥13.28 (vs JP¥14.14 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥1.47b (up 5.7% from 2Q 2020). Net income: JP¥117.0m (down 2.5% from 2Q 2020). Profit margin: 8.0% (down from 8.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 20New 90-day low: JP¥650The company is down 30% from its price of JP¥925 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.Reported Earnings • Feb 10First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥1.35b (down 4.9% from 1Q 2020). Net income: JP¥89.0m (up 51% from 1Q 2020). Profit margin: 6.6% (up from 4.2% in 1Q 2020). The increase in margin was driven by lower expenses.お知らせ • Dec 31Needs Well Inc. to Report Q1, 2021 Results on Feb 08, 2021Needs Well Inc. announced that they will report Q1, 2021 results on Feb 08, 2021Reported Earnings • Dec 27Full year 2020 earnings released: EPS JP¥40.88The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins were improved. Full year 2020 results: Revenue: JP¥5.36b (down 2.8% from FY 2019). Net income: JP¥347.0m (flat on FY 2019). Profit margin: 6.5% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 07New 90-day low: JP¥708The company is down 5.0% from its price of JP¥745 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.Valuation Update With 7 Day Price Move • Dec 01Market pulls back on stock over the past weekAfter last week's 18% share price decline to JP¥753, the stock is trading at a trailing P/E ratio of 18.4x, down from the previous P/E ratio of 22.5x. This compares to an average P/E of 39x in the Software industry in Japan. Total returns to shareholders over the past three years are 16%.配当金の支払いについて今日Jun 01 2026配当落ち日Sep 29 2026配当支払日Dec 24 202686 days 配当落ちから次の120 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 配当金の支払いは安定していますが、 3992が配当金を支払っている期間は 10 年未満です。増加する配当: 3992の配当金は増加していますが、同社は5年間しか配当金を支払っていません。配当利回り対市場Needs Well 配当利回り対市場3992 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3992)2.9%市場下位25% (JP)1.7%市場トップ25% (JP)3.8%業界平均 (Software)2.1%アナリスト予想 (3992) (最長3年)n/a注目すべき配当: 3992の配当金 ( 2.92% ) はJP市場の配当金支払者の下位 25% ( 1.73% ) よりも高くなっています。高配当: 3992の配当金 ( 2.92% ) はJP市場の配当金支払者の上位 25% ( 3.79% ) と比較すると低いです。株主への利益配当収益カバレッジ: 3992の配当金は、合理的な 配当性向 ( 56.6% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: 3992は合理的な 現金配当性向 ( 57.1% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/01 09:11終値2026/06/01 00:00収益2026/03/31年間収益2025/09/30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Needs Well 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。1 アナリスト機関Nobumasa MorimotoMizuho Securities Co., Ltd.
Declared Dividend • May 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 23% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
分析記事 • Sep 02Needs Well (TSE:3992) Is Paying Out A Larger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...
分析記事 • Aug 19Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 • Aug 05Needs Well (TSE:3992) Has Announced That It Will Be Increasing Its Dividend To ¥12.00The board of Needs Well Inc. ( TSE:3992 ) has announced that it will be paying its dividend of ¥12.00 on the 24th of...
分析記事 • Jul 17Needs Well's (TSE:3992) Shareholders Will Receive A Bigger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...
分析記事 • May 20We Think That There Are Some Issues For Needs Well (TSE:3992) Beyond Its Promising EarningsThe stock price didn't jump after Needs Well Inc. ( TSE:3992 ) posted decent earnings last week. Our analysis showed...
New Risk • May 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.8b (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • May 16Second quarter 2026 earnings released: EPS: JP¥3.67 (vs JP¥6.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.67 (down from JP¥6.99 in 2Q 2025). Revenue: JP¥2.62b (up 3.9% from 2Q 2025). Net income: JP¥139.0m (down 48% from 2Q 2025). Profit margin: 5.3% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses.
Declared Dividend • May 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 23% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 16Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥520. The fair value is estimated to be JP¥425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last year. Earnings per share has grown by 20%.
Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥7.02 (vs JP¥5.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.02 (up from JP¥5.94 in 1Q 2025). Revenue: JP¥2.58b (up 2.9% from 1Q 2025). Net income: JP¥266.0m (up 18% from 1Q 2025). Profit margin: 10% (up from 9.0% in 1Q 2025). The increase in margin was driven by higher revenue.
お知らせ • Jan 06Needs Well Inc. to Report Q1, 2026 Results on Feb 12, 2026Needs Well Inc. announced that they will report Q1, 2026 results on Feb 12, 2026
Reported Earnings • Nov 14Full year 2025 earnings released: EPS: JP¥23.41 (vs JP¥21.13 in FY 2024)Full year 2025 results: EPS: JP¥23.41 (up from JP¥21.13 in FY 2024). Revenue: JP¥10.0b (up 5.1% from FY 2024). Net income: JP¥887.0m (up 9.6% from FY 2024). Profit margin: 8.8% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue.
お知らせ • Nov 11Needs Well Inc., Annual General Meeting, Dec 23, 2025Needs Well Inc., Annual General Meeting, Dec 23, 2025.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥514, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 255% over the past three years.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥612, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 305% over the past three years.
分析記事 • Sep 02Needs Well (TSE:3992) Is Paying Out A Larger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...
お知らせ • Sep 01Needs Well Inc. to Report Fiscal Year 2025 Results on Nov 11, 2025Needs Well Inc. announced that they will report fiscal year 2025 results on Nov 11, 2025
分析記事 • Aug 19Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...
お知らせ • Aug 19Needs Well Inc. (TSE:3992) agreed to acquire an unknown minority stake in Hmcomm Inc. (TSE:265A) for ¥50 million.Needs Well Inc. (TSE:3992) agreed to acquire an unknown minority stake in Hmcomm Inc. (TSE:265A) for ¥50 million on August 19, 2025. The consideration consists of treasury shares common equity of Needs Well Inc. having a value of ¥50 million to be issued for common equity of Hmcomm Inc. As part of consideration, ¥50 million is paid towards common equity of Hmcomm Inc.
Reported Earnings • Aug 08Third quarter 2025 earnings released: EPS: JP¥3.64 (vs JP¥4.06 in 3Q 2024)Third quarter 2025 results: EPS: JP¥3.64 (down from JP¥4.06 in 3Q 2024). Revenue: JP¥2.35b (flat on 3Q 2024). Net income: JP¥138.0m (down 10% from 3Q 2024). Profit margin: 5.9% (down from 6.6% in 3Q 2024).
分析記事 • Aug 05Needs Well (TSE:3992) Has Announced That It Will Be Increasing Its Dividend To ¥12.00The board of Needs Well Inc. ( TSE:3992 ) has announced that it will be paying its dividend of ¥12.00 on the 24th of...
分析記事 • Jul 17Needs Well's (TSE:3992) Shareholders Will Receive A Bigger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...
分析記事 • Jun 23Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) will increase its dividend from last year's comparable payment on the 24th of December to...
分析記事 • May 15Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...
お知らせ • May 14Needs Well Inc. to Report Q3, 2025 Results on Aug 06, 2025Needs Well Inc. announced that they will report Q3, 2025 results on Aug 06, 2025
Declared Dividend • May 14Dividend increased to JP¥12.00Dividend of JP¥12.00 is 33% higher than last year. Ex-date: 29th September 2025 Payment date: 24th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 21% per year over the past 4 years and payments have been stable during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥466, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 210% over the past three years.
Buy Or Sell Opportunity • Apr 08Now 33% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥336. The fair value is estimated to be JP¥252, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last year. Earnings per share has declined by 13%.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥355, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 121% over the past three years.
お知らせ • Mar 27Needs Well Inc. to Report Q2, 2025 Results on May 12, 2025Needs Well Inc. announced that they will report Q2, 2025 results on May 12, 2025
Reported Earnings • Feb 14First quarter 2025 earnings released: EPS: JP¥5.94 (vs JP¥6.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.94 (down from JP¥6.55 in 1Q 2024). Revenue: JP¥2.51b (up 4.9% from 1Q 2024). Net income: JP¥225.0m (down 10.0% from 1Q 2024). Profit margin: 9.0% (down from 11% in 1Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Jan 21Needs Well Inc. Revises Dividend Guidance for the Fiscal Year Ending September 30, 2025Needs Well Inc. revised dividend guidance for the fiscal year ending September 30, 2025. For the year, the company expects dividend of JPY 12.00 compared to Previous forecast of JPY 9.00 per share.
Reported Earnings • Dec 28Full year 2024 earnings released: EPS: JP¥21.13 (vs JP¥21.31 in FY 2023)Full year 2024 results: EPS: JP¥21.13 (down from JP¥21.31 in FY 2023). Revenue: JP¥9.55b (up 9.0% from FY 2023). Net income: JP¥809.0m (down 3.3% from FY 2023). Profit margin: 8.5% (down from 9.6% in FY 2023). The decrease in margin was driven by higher expenses.
New Risk • Dec 17New 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 8.5% 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 Risks Share price has been highly volatile over the past 3 months (8.5% average weekly change). High level of non-cash earnings (24% accrual ratio). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥14.4b market cap, or US$93.7m).
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥377, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 186% over the past three years.
お知らせ • Nov 20Needs Well Inc. to Report Q1, 2025 Results on Feb 12, 2025Needs Well Inc. announced that they will report Q1, 2025 results on Feb 12, 2025
分析記事 • Nov 18Earnings Troubles May Signal Larger Issues for Needs Well (TSE:3992) ShareholdersNeeds Well Inc.'s ( TSE:3992 ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests...
Reported Earnings • Nov 14Full year 2024 earnings released: EPS: JP¥21.13 (vs JP¥21.31 in FY 2023)Full year 2024 results: EPS: JP¥21.13 (down from JP¥21.31 in FY 2023). Revenue: JP¥9.55b (up 9.0% from FY 2023). Net income: JP¥809.0m (down 3.3% from FY 2023). Profit margin: 8.5% (down from 9.6% in FY 2023). The decrease in margin was driven by higher expenses.
お知らせ • Nov 11Needs Well Inc., Annual General Meeting, Dec 23, 2024Needs Well Inc., Annual General Meeting, Dec 23, 2024.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
お知らせ • Sep 05Needs Well Inc. to Report Fiscal Year 2024 Results on Nov 11, 2024Needs Well Inc. announced that they will report fiscal year 2024 results on Nov 11, 2024
お知らせ • Aug 21Needs Well Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. revised consolidated earnings guidance for the fiscal year ending September 30, 2024. For the full year, the company expects net sales of JPY 9,660 million compared to previous guidance of JPY 10,720 million, operating profit of JPY 1,212 million compared to previous guidance of JPY 1,440 million, profit attributable to owners of parent of JPY 860 compared to previous guidance of JPY 980 million and profit per share of JPY 22.44 compared to previous guidance of JPY 25.78.
Reported Earnings • Aug 13Third quarter 2024 earnings released: EPS: JP¥4.06 (vs JP¥7.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.06 (down from JP¥7.23 in 3Q 2023). Revenue: JP¥2.34b (down 2.5% from 3Q 2023). Net income: JP¥153.8m (down 45% from 3Q 2023). Profit margin: 6.6% (down from 12% in 3Q 2023). The decrease in margin was primarily driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to JP¥260, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 76% over the past three years.
New Risk • Aug 01New 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 Less than 3 years of financial data is available. Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥14.0b market cap, or US$93.3m).
お知らせ • Jun 18Needs Well Inc. (TSE:3992) announces an Equity Buyback for 600,000 shares, representing 1.47% for ¥200 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.47% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The purpose of the program is to improve the company's share price, increase future shareholder returns, and implement a flexible capital policy in response to changes in the business environment. The program will continue through September 20, 2024. As of June 1, 2024, the company had 40,699,200 issued shares (excluding treasury stock) and 2,198,214 treasury shares.
お知らせ • May 18Needs Well Inc. to Report Q3, 2024 Results on Aug 08, 2024Needs Well Inc. announced that they will report Q3, 2024 results on Aug 08, 2024
Reported Earnings • May 11Second quarter 2024 earnings released: EPS: JP¥13.63 (vs JP¥14.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.63 (down from JP¥14.46 in 2Q 2023). Revenue: JP¥2.43b (up 1.3% from 2Q 2023). Net income: JP¥259.0m (down 7.5% from 2Q 2023). Profit margin: 11% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses.
Declared Dividend • May 11Dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 27th September 2024 Payment date: 25th December 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 3.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 10Needs Well Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. provided consolidated earnings guidance for the fiscal year ending September 30, 2024. For the full year, the company expects net sales of JPY 10,720 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 980 million and profit per share of JPY 51.45.
Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 19% to JP¥934. The fair value is estimated to be JP¥1,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Mar 14Needs Well Inc. Revises Dividend Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. revised dividend guidance for the fiscal year ending September 30, 2024. For the year, the company expects dividend of JPY 18.00 compared to Previous forecast of JPY 15.00 per share.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,127, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 24x in the Software industry in Japan. Total returns to shareholders of 277% over the past three years.
Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 27% to JP¥926. The fair value is estimated to be JP¥1,163, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Feb 15Needs Well Inc. to Report Q2, 2024 Results on May 09, 2024Needs Well Inc. announced that they will report Q2, 2024 results on May 09, 2024
お知らせ • Nov 17Needs Well Inc. to Report Q1, 2024 Results on Feb 08, 2024Needs Well Inc. announced that they will report Q1, 2024 results on Feb 08, 2024
お知らせ • Nov 11Needs Well Inc., Annual General Meeting, Dec 22, 2023Needs Well Inc., Annual General Meeting, Dec 22, 2023.
お知らせ • Nov 01Needs Well Inc. Revises Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised year-end dividend guidance for the fiscal year ending September 30, 2023. For the year, the company now expects year-end dividend of JPY 13.50 per share against JPY 10.00 per share paid a year ago.
お知らせ • Sep 21Needs Well Inc. Revises Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised year-end dividend guidance for the fiscal year ending September 30, 2023. For the year, the company now expects year-end dividend of JPY 12.50 per share against previous forecast of JPY 11.50 per share.
お知らせ • Sep 16Needs Well Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised consolidated earnings guidance for the fiscal year ending September 30, 2023. For the fiscal year, the company expects to report net sales of JPY 9,059 million, operating profit of JPY 1,100 million, ordinary profit of JPY 1,121 million, profit attributable to the owners of parent of JPY 748 million, and profit per share of JPY 37.94, compared with previous guidance of net sales of JPY 9,059 million, operating profit of JPY 1,004 million, ordinary profit of JPY 1,019 million, profit attributable to the owners of parent of JPY 679 million, and profit per share of JPY 34.46. The reasons for revision in figures of the consolidated financial results forecast: Profit is expected to exceed the company's previous forecast announced in the "Notice Regarding Upward Revision to Consolidated Financial Results Forecast" dated March 15, 2023, due to development of new employees into industry- ready personnel at an early stage progressing faster than expected, improved profitability following the expansion of the IT Outsourcing Business, and other factors. Therefore, the Company has revised upward the previous consolidated financial results forecast as detailed above.
お知らせ • Sep 02Needs Well Inc. to Report Fiscal Year 2023 Results on Nov 09, 2023Needs Well Inc. announced that they will report fiscal year 2023 results on Nov 09, 2023
New Risk • Aug 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.3b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.3b market cap, or US$99.4m).
お知らせ • Jun 16Needs Well Inc. (TSE:3992) announces an Equity Buyback for 750,000 shares, representing 3.8% for ¥500 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 3.8% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to improve stock prices and shareholder returns, and to implement a flexible capital policy in response to changes in the business environment. The program will continue through September 22, 2023. As of June 1, 2023, the company had 19,744,142 issued shares (excluding treasury stock) and 594,258 treasury shares.
お知らせ • May 17Needs Well Inc. to Report Q3, 2023 Results on Aug 09, 2023Needs Well Inc. announced that they will report Q3, 2023 results on Aug 09, 2023
お知らせ • May 13+ 1 more updateNeeds Well Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. provided consolidated earnings guidance for the fiscal year ending September 30, 2023. For the year, the company expects net sales of JPY 9,059 million, operating profit of JPY 1,004 million, profit attributable to owners of parent of JPY 679 million and profit per share of JPY 34.44.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥969, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 87% over the past three years.
Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥16.93 (vs JP¥12.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.93 (up from JP¥12.31 in 1Q 2022). Revenue: JP¥2.02b (up 29% from 1Q 2022). Net income: JP¥167.0m (up 34% from 1Q 2022). Profit margin: 8.3% (up from 8.0% in 1Q 2022). 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 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11+ 1 more updateNeeds Well Inc. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending September 30, 2023Needs Well Inc. provided consolidated earnings guidance for the first half of 2023 and full year ending September 30, 2023. For the first half, the company expects net sales of ¥4,138 million, operating profit of ¥364 million, Profit attributable to owners of parent of ¥266 million and profit per share of ¥27.06.For the year, the company expects net sales of ¥9,000 million, operating profit of ¥801 million, Profit attributable to owners of parent of ¥567 million and profit per share of ¥57.59.
Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 16Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentThere 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. 10 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Executive Officer & Director Keiho Akiyama was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 12+ 2 more updatesNeeds Well Inc. Announces Dividend for the Fiscal Year Ended September 30, 2022, Payable on December 26, 2022Needs Well Inc. announced dividend of JPY 20.00 per share for the fiscal year ended September 30, 2022 as compared to paid dividend of JPY 23.00 per share a year ago. Scheduled date of commencing dividend payments is December 26, 2022.
お知らせ • Nov 10Needs Well Inc., Annual General Meeting, Dec 23, 2022Needs Well Inc., Annual General Meeting, Dec 23, 2022. Agenda: Annual general meeting.
お知らせ • Nov 09Needs Well Inc. to Report Q1, 2023 Results on Feb 10, 2023Needs Well Inc. announced that they will report Q1, 2023 results on Feb 10, 2023
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 23 December 2022. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • Sep 16Needs Well Inc. (TSE:3992) agreed to acquire BO STUDIO Inc. from Yuki Kawazoe and others for ¥ 750 million.Needs Well Inc. (TSE:3992) agreed to acquire BO STUDIO Inc. from Yuki Kawazoe and others for ¥ 750 million on September 15, 2022. BO STUDIO Inc. generated Total assets of ¥ 83 million, Sales of ¥ 220 million, Operating income of ¥ 30 million, net worth of ¥ 34 million and Net income of ¥ 15 million for the Fiscal year ending September 2021. Execution of share transfer is on October 3, 2022.
お知らせ • Sep 01Needs Well Inc. to Report Fiscal Year 2022 Results on Nov 11, 2022Needs Well Inc. announced that they will report fiscal year 2022 results on Nov 11, 2022
Reported Earnings • Aug 07Third quarter 2022 earnings released: EPS: JP¥13.03 (vs JP¥10.93 in 3Q 2021)Third quarter 2022 results: EPS: JP¥13.03 (up from JP¥10.93 in 3Q 2021). Revenue: JP¥1.72b (up 19% from 3Q 2021). Net income: JP¥129.0m (up 29% from 3Q 2021). Profit margin: 7.5% (up from 6.9% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • May 26Needs Well Inc. (TSE:3992) acquired a 18.7% stake in Souken-sys Inc.Needs Well Inc. (TSE:3992) acquired a 18.7% stake in Souken-sys Inc on March 15, 2022. Under the terms, 23,000 shares will be acquired representing 18.7% of stake in Souken-sys Needs Well Inc. (TSE:3992) completed the acquisition of a 18.7% stake in Souken-sys Inc on March 15, 2022.
お知らせ • May 18Needs Well Inc. to Report Q3, 2022 Results on Aug 05, 2022Needs Well Inc. announced that they will report Q3, 2022 results on Aug 05, 2022
Reported Earnings • May 17Second quarter 2022 earnings released: EPS: JP¥13.24 (vs JP¥13.28 in 2Q 2021)Second quarter 2022 results: EPS: JP¥13.24. Revenue: JP¥1.69b (up 15% from 2Q 2021). Net income: JP¥134.0m (up 14% from 2Q 2021). Profit margin: 7.9% (down from 8.0% in 2Q 2021). The decrease in margin was driven by higher expenses.
Board Change • Apr 27Less than half of directors are independentThere 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. 10 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Executive Officer & Director Keiho Akiyama was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be JP¥740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.6% per annum over the last 3 years.
お知らせ • Feb 18Needs Well Inc. to Report Q2, 2022 Results on May 12, 2022Needs Well Inc. announced that they will report Q2, 2022 results on May 12, 2022
Reported Earnings • Feb 12First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥12.31 (up from JP¥10.45 in 1Q 2021). Revenue: JP¥1.56b (up 16% from 1Q 2021). Net income: JP¥125.0m (up 40% from 1Q 2021). Profit margin: 8.0% (up from 6.6% in 1Q 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 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 11Needs Well Inc. (TSE:3992) announces an Equity Buyback for 340,000 shares, representing 3.34% for ¥200 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 340,000 shares, representing 3.34% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The purpose of the program is to improve stock prices and EPS, and to implement agile capital policies in response to changes in the business environment. The program will continue through August 12, 2022. As of January 31, 2022, the company had 10,167,768 issued shares (excluding treasury stock) and 232 treasury shares.
Reported Earnings • Dec 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥46.63 (up from JP¥40.88 in FY 2020). Revenue: JP¥5.75b (up 7.2% from FY 2020). Net income: JP¥421.0m (up 21% from FY 2020). Profit margin: 7.3% (up from 6.5% in FY 2020). 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 14% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 12Full year 2021 earnings released: EPS JP¥46.63 (vs JP¥40.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.75b (up 7.2% from FY 2020). Net income: JP¥421.0m (up 21% from FY 2020). Profit margin: 7.3% (up from 6.5% 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 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 23 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 09Third quarter 2021 earnings released: EPS JP¥10.93 (vs JP¥6.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.44b (up 14% from 3Q 2020). Net income: JP¥100.0m (up 92% from 3Q 2020). Profit margin: 6.9% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 14Second quarter 2021 earnings released: EPS JP¥13.28 (vs JP¥14.14 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥1.47b (up 5.7% from 2Q 2020). Net income: JP¥117.0m (down 2.5% from 2Q 2020). Profit margin: 8.0% (down from 8.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 20New 90-day low: JP¥650The company is down 30% from its price of JP¥925 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.
Reported Earnings • Feb 10First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥1.35b (down 4.9% from 1Q 2020). Net income: JP¥89.0m (up 51% from 1Q 2020). Profit margin: 6.6% (up from 4.2% in 1Q 2020). The increase in margin was driven by lower expenses.
お知らせ • Dec 31Needs Well Inc. to Report Q1, 2021 Results on Feb 08, 2021Needs Well Inc. announced that they will report Q1, 2021 results on Feb 08, 2021
Reported Earnings • Dec 27Full year 2020 earnings released: EPS JP¥40.88The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins were improved. Full year 2020 results: Revenue: JP¥5.36b (down 2.8% from FY 2019). Net income: JP¥347.0m (flat on FY 2019). Profit margin: 6.5% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥708The company is down 5.0% from its price of JP¥745 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.
Valuation Update With 7 Day Price Move • Dec 01Market pulls back on stock over the past weekAfter last week's 18% share price decline to JP¥753, the stock is trading at a trailing P/E ratio of 18.4x, down from the previous P/E ratio of 22.5x. This compares to an average P/E of 39x in the Software industry in Japan. Total returns to shareholders over the past three years are 16%.