View Future GrowthToyokumo 過去の業績過去 基準チェック /56Toyokumoは、平均年間29.8%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間13.5% 28.8%収益成長率で 成長しています。 Toyokumoの自己資本利益率は30.8%であり、純利益率は24.5%です。主要情報29.84%収益成長率28.01%EPS成長率Software 業界の成長12.13%収益成長率28.85%株主資本利益率30.78%ネット・マージン24.51%次回の業績アップデート13 Aug 2026最近の業績更新お知らせ • Jun 03Toyokumo, Inc. to Report Q2, 2026 Results on Aug 13, 2026Toyokumo, Inc. announced that they will report Q2, 2026 results on Aug 13, 2026Reported Earnings • May 19First quarter 2026 earnings released: EPS: JP¥36.68 (vs JP¥20.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.68 (up from JP¥20.11 in 1Q 2025). Revenue: JP¥1.39b (up 29% from 1Q 2025). Net income: JP¥401.0m (up 83% from 1Q 2025). Profit margin: 29% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 29Full year 2025 earnings released: EPS: JP¥99.31 (vs JP¥77.14 in FY 2024)Full year 2025 results: EPS: JP¥99.31 (up from JP¥77.14 in FY 2024). Revenue: JP¥4.86b (up 54% from FY 2024). Net income: JP¥1.09b (up 29% from FY 2024). Profit margin: 22% (down from 27% 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 28% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥99.31 (vs JP¥77.14 in FY 2024)Full year 2025 results: EPS: JP¥99.31 (up from JP¥77.14 in FY 2024). Revenue: JP¥4.86b (up 54% from FY 2024). Net income: JP¥1.09b (up 29% from FY 2024). Profit margin: 22% (down from 27% 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 28% 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 • Dec 03Toyokumo, Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Toyokumo, Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥23.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥23.68 in 3Q 2024). Revenue: JP¥1.27b (up 41% from 3Q 2024). Net income: JP¥288.0m (up 11% from 3Q 2024). Profit margin: 23% (down from 29% 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 30% per year whereas the company’s share price has increased by 27% per year.すべての更新を表示Recent updatesお知らせ • Jun 03Toyokumo, Inc. to Report Q2, 2026 Results on Aug 13, 2026Toyokumo, Inc. announced that they will report Q2, 2026 results on Aug 13, 2026Reported Earnings • May 19First quarter 2026 earnings released: EPS: JP¥36.68 (vs JP¥20.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.68 (up from JP¥20.11 in 1Q 2025). Revenue: JP¥1.39b (up 29% from 1Q 2025). Net income: JP¥401.0m (up 83% from 1Q 2025). Profit margin: 29% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% 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 • Apr 17Toyokumo, Inc. announced that it has received funding from MOCULA Inc.Toyokumo, Inc. announced a private placement of common shares on April 15, 2026. The transaction included participation from new investor MOCULA Inc. The transaction has been approved at board of directors’ meeting of the company. The transaction will happen through third party allocation.Reported Earnings • Mar 29Full year 2025 earnings released: EPS: JP¥99.31 (vs JP¥77.14 in FY 2024)Full year 2025 results: EPS: JP¥99.31 (up from JP¥77.14 in FY 2024). Revenue: JP¥4.86b (up 54% from FY 2024). Net income: JP¥1.09b (up 29% from FY 2024). Profit margin: 22% (down from 27% 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 28% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥99.31 (vs JP¥77.14 in FY 2024)Full year 2025 results: EPS: JP¥99.31 (up from JP¥77.14 in FY 2024). Revenue: JP¥4.86b (up 54% from FY 2024). Net income: JP¥1.09b (up 29% from FY 2024). Profit margin: 22% (down from 27% 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 28% 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 • Feb 13+ 1 more updateToyokumo, Inc., Annual General Meeting, Mar 25, 2026Toyokumo, Inc., Annual General Meeting, Mar 25, 2026.New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Feb 07Toyokumo, Inc.'s (TSE:4058) 26% Cheaper Price Remains In Tune With EarningsThe Toyokumo, Inc. ( TSE:4058 ) share price has fared very poorly over the last month, falling by a substantial 26...分析記事 • Jan 30A Look Into Toyokumo's (TSE:4058) Impressive Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Buy Or Sell Opportunity • Jan 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥2,613. The fair value is estimated to be JP¥3,351, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%.Buy Or Sell Opportunity • Jan 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥2,696. The fair value is estimated to be JP¥3,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%.Upcoming Dividend • Dec 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Buy Or Sell Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥2,665. The fair value is estimated to be JP¥3,360, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%.お知らせ • Dec 03Toyokumo, Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Toyokumo, Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥2,713. The fair value is estimated to be JP¥3,412, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%.Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥23.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥23.68 in 3Q 2024). Revenue: JP¥1.27b (up 41% from 3Q 2024). Net income: JP¥288.0m (up 11% from 3Q 2024). Profit margin: 23% (down from 29% 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 30% per year whereas the company’s share price has increased by 27% per year.お知らせ • Sep 01Toyokumo, Inc. to Report Q3, 2025 Results on Nov 13, 2025Toyokumo, Inc. announced that they will report Q3, 2025 results on Nov 13, 2025Declared Dividend • Aug 15Dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 17%.Buy Or Sell Opportunity • Jun 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to JP¥3,180. The fair value is estimated to be JP¥2,590, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last year. Earnings per share has grown by 32%.お知らせ • Jun 03Toyokumo, Inc. to Report Q2, 2025 Results on Aug 13, 2025Toyokumo, Inc. announced that they will report Q2, 2025 results on Aug 13, 2025Buy Or Sell Opportunity • Jun 03Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥3,310. The fair value is estimated to be JP¥2,563, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last year. Earnings per share has grown by 32%.Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,710, the stock trades at a trailing P/E ratio of 33.4x. Average trailing P/E is 21x in the Software industry in Japan. Total returns to shareholders of 96% over the past three years.分析記事 • May 14Investors Shouldn't Overlook The Favourable Returns On Capital At Toyokumo (TSE:4058)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...New Risk • Apr 07New 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 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,034, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 32% over the past three years.Reported Earnings • Mar 28Full year 2024 earnings released: EPS: JP¥77.14 (vs JP¥59.57 in FY 2023)Full year 2024 results: EPS: JP¥77.14 (up from JP¥59.57 in FY 2023). Revenue: JP¥3.15b (up 29% from FY 2023). Net income: JP¥841.0m (up 33% from FY 2023). Profit margin: 27% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 04Toyokumo, Inc. to Report Q1, 2025 Results on May 14, 2025Toyokumo, Inc. announced that they will report Q1, 2025 results on May 14, 2025Reported Earnings • Feb 15Full year 2024 earnings released: EPS: JP¥77.14 (vs JP¥59.57 in FY 2023)Full year 2024 results: EPS: JP¥77.14 (up from JP¥59.57 in FY 2023). Revenue: JP¥3.15b (up 29% from FY 2023). Net income: JP¥841.0m (up 33% from FY 2023). Profit margin: 27% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14+ 1 more updateToyokumo, Inc. Announces Dividend for the Year Ended December 31, 2024, Effective March 26, 2025; Provides Dividend Guidance for the Year Ended December 31, 2025Toyokumo, Inc. announced Dividend for the Year Ended December 31, 2024. For the year, the company announced to pay a dividend of JPY 14.00 per share against JPY 10.00 per share a year ago. Scheduled date to commence dividend payments: March 26, 2025. For the year 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 14.00 per share a year ago.お知らせ • Feb 13+ 1 more updateToyokumo, Inc., Annual General Meeting, Mar 25, 2025Toyokumo, Inc., Annual General Meeting, Mar 25, 2025.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,580, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 21x in the Software industry in Japan. Total returns to shareholders of 64% over the past three years.お知らせ • Jan 08Toyokumo, Inc. (TSE:4058) completed the acquisition of Project mode, Inc. from shareholders.Toyokumo, Inc. (TSE:4058) agreed to acquire Project mode, Inc. from shareholders on December 13, 2024. The date of board of directors of Toyokumo resolution is December 13, 2024. In this transaction, Toyokumo will acquire 0.0005 million shares in Project mode. For the period ending December 31, 2023, Project mode had reported total revenue of ¥265 million, EBIT of ¥57 million and net income of ¥39 million, total assets of ¥230 million and total common equity of ¥76 million. The expected completion of the transaction is January 8, 2025. As of December 25, 2024, The parties to the agreement have entered into Share Purchase agreement. Toyokumo, Inc. (TSE:4058) completed the acquisition of Project mode, Inc. from shareholders on January 8, 2025.Upcoming Dividend • Dec 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.3%).分析記事 • Dec 14Calculating The Intrinsic Value Of Toyokumo, Inc. (TSE:4058)Key Insights Using the 2 Stage Free Cash Flow to Equity, Toyokumo fair value estimate is JP¥1,948 With JP¥2,106 share...お知らせ • Dec 03Toyokumo, Inc. to Report Fiscal Year 2024 Results on Feb 13, 2025Toyokumo, Inc. announced that they will report fiscal year 2024 results on Feb 13, 2025お知らせ • Nov 14Toyokumo, Inc. Revises Consolidated Earnings Guidance for the Year Ending December 31, 2024Toyokumo, Inc. revised consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales to be JPY 3,100 million against previous guidance of JPY 3,000 million. Operating profit to be JPY 1,100 million against previous guidance of JPY 1,000 million. Profit attributable to owners of parent to be JPY 760 million against previous guidance of JPY 690 million. Earnings per share to be JPY 69.71 against previous guidance of JPY 63.29.Buy Or Sell Opportunity • Nov 14Now 22% undervaluedOver the last 90 days, the stock has risen 2.9% to JP¥1,852. The fair value is estimated to be JP¥2,387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.New Risk • Nov 07New 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 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.分析記事 • Oct 30Why You Should Care About Toyokumo's (TSE:4058) Strong Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Buy Or Sell Opportunity • Oct 22Now 21% undervaluedOver the last 90 days, the stock has risen 10% to JP¥1,943. The fair value is estimated to be JP¥2,456, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.お知らせ • Sep 03Toyokumo, Inc. to Report Q3, 2024 Results on Nov 13, 2024Toyokumo, Inc. announced that they will report Q3, 2024 results on Nov 13, 2024分析記事 • Sep 01If EPS Growth Is Important To You, Toyokumo (TSE:4058) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Buy Or Sell Opportunity • Aug 28Now 21% undervaluedOver the last 90 days, the stock has risen 41% to JP¥1,973. The fair value is estimated to be JP¥2,492, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥19.00 (vs JP¥17.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.00 (up from JP¥17.66 in 2Q 2023). Revenue: JP¥750.0m (up 28% from 2Q 2023). Net income: JP¥207.0m (up 10% from 2Q 2023). Profit margin: 28% (down from 32% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Aug 13Toyokumo, Inc. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Toyokumo, Inc. provided consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales of JPY 3,000 million, operating profit of JPY 1,000 million, profit attributable to owners of parent of JPY 690 million and earnings per share of JPY 63.31.Declared Dividend • Aug 11Dividend increased to JP¥14.00Dividend of JP¥14.00 is 40% higher than last year. Ex-date: 27th December 2024 Payment date: 28th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Sustainability & Growth分析記事 • Aug 05Toyokumo, Inc. (TSE:4058) Shares Slammed 28% But Getting In Cheap Might Be Difficult RegardlessToyokumo, Inc. ( TSE:4058 ) shareholders won't be pleased to see that the share price has had a very rough month...New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.2b (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 Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.2b market cap, or US$99.4m).Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,287. The fair value is estimated to be JP¥1,717, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.分析記事 • Aug 02Estimating The Fair Value Of Toyokumo, Inc. (TSE:4058)Key Insights Toyokumo's estimated fair value is JP¥1,713 based on 2 Stage Free Cash Flow to Equity Toyokumo's JP¥1,482...Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,482, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 23% over the past three years.New Risk • Jul 24New 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 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jul 16Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to JP¥1,894. The fair value is estimated to be JP¥1,525, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.分析記事 • Jun 21After Leaping 25% Toyokumo, Inc. (TSE:4058) Shares Are Not Flying Under The RadarToyokumo, Inc. ( TSE:4058 ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,673, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Software industry in Japan. Total loss to shareholders of 26% over the past three years.New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥15.5b market cap, or US$98.4m).お知らせ • Jun 02Toyokumo, Inc. to Report Q2, 2024 Results on Aug 09, 2024Toyokumo, Inc. announced that they will report Q2, 2024 results on Aug 09, 2024Reported Earnings • May 19First quarter 2024 earnings released: EPS: JP¥16.47 (vs JP¥18.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.47 (down from JP¥18.65 in 1Q 2023). Revenue: JP¥698.0m (up 26% from 1Q 2023). Net income: JP¥179.0m (down 4.3% from 1Q 2023). Profit margin: 26% (down from 34% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • May 16Toyokumo, Inc. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Toyokumo, Inc. provided consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales to be JPY 3,000 million. Operating profit to be JPY 1,000 million. Profit attributable to owners of parent to be JPY 690 million. Earnings per share to be JPY 63.48.お知らせ • Feb 29Toyokumo, Inc. to Report Q1, 2024 Results on May 14, 2024Toyokumo, Inc. announced that they will report Q1, 2024 results on May 14, 2024Buy Or Sell Opportunity • Feb 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to JP¥1,725. The fair value is estimated to be JP¥1,416, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 21%.お知らせ • Feb 16Toyokumo, Inc., Annual General Meeting, Mar 27, 2024Toyokumo, Inc., Annual General Meeting, Mar 27, 2024.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥59.57 (vs JP¥42.19 in FY 2022)Full year 2023 results: EPS: JP¥59.57 (up from JP¥42.19 in FY 2022). Revenue: JP¥2.43b (up 26% from FY 2022). Net income: JP¥631.0m (up 48% from FY 2022). Profit margin: 26% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 21Upcoming dividend of JP¥10.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 28 March 2024. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.5%).お知らせ • Dec 05Toyokumo, Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024Toyokumo, Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: JP¥7.76 (vs JP¥8.19 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.76. Revenue: JP¥622.0m (up 25% from 3Q 2022). Net income: JP¥84.0m (up 1.2% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses.お知らせ • Nov 15+ 1 more updateToyokumo, Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2023Toyokumo, Inc. provided non-consolidated earnings guidance for the year ending December 31, 2023. For the period, the company expected net sales of JPY 2,430 million, Operating profit of JPY 840 million, profit of JPY 580 million and EPS of JPY 54.76.New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% 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 (5.4% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding).New Risk • Oct 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$99.3m) 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: Minor Risks Shareholders have been diluted in the past year (7.9% increase in shares outstanding). Market cap is less than US$100m (JP¥14.9b market cap, or US$99.3m).お知らせ • Aug 30Toyokumo, Inc. to Report Q3, 2023 Results on Nov 13, 2023Toyokumo, Inc. announced that they will report Q3, 2023 results on Nov 13, 2023Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥17.66 (vs JP¥13.29 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.66 (up from JP¥13.29 in 2Q 2022). Revenue: JP¥587.0m (up 25% from 2Q 2022). Net income: JP¥188.0m (up 39% from 2Q 2022). Profit margin: 32% (up from 29% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.お知らせ • May 24Toyokumo, Inc. to Report Q2, 2023 Results on Aug 10, 2023Toyokumo, Inc. announced that they will report Q2, 2023 results on Aug 10, 2023お知らせ • May 17+ 1 more updateToyokumo, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2023Toyokumo, Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2023. For the period, Company expects net sales of JPY 2,330 million, operating profit of JPY 720 million, profit JPY 490 million and earnings per share of JPY 48.88.Reported Earnings • May 17First quarter 2023 earnings released: EPS: JP¥18.65 (vs JP¥13.97 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.65 (up from JP¥13.97 in 1Q 2022). Revenue: JP¥555.0m (up 26% from 1Q 2022). Net income: JP¥187.0m (up 32% from 1Q 2022). Profit margin: 34% (up from 32% in 1Q 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,878, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 25% over the past year.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥42.19 (vs JP¥28.17 in FY 2021)Full year 2022 results: EPS: JP¥42.19 (up from JP¥28.17 in FY 2021). Revenue: JP¥1.94b (up 23% from FY 2021). Net income: JP¥427.0m (up 49% from FY 2021). Profit margin: 22% (up from 18% in FY 2021). The increase in margin was driven by higher revenue.お知らせ • Feb 15Toyokumo, Inc. Announces Dividend for the Year Ended December 31, 2022, Payable on March 28, 2023; Provides Dividend Guidance for the Year Ending December 31, 2023Toyokumo, Inc. announced dividend of JPY 7.00 per share for the year ended December 31, 2022 as compared to paid dividend of JPY 5.00 per share a year ago. Scheduled date to commence dividend payment is March 28, 2023.For the year ending December 31, 2023, the company expected dividend of JPY 10.00 per share as compared to dividend of JPY 7.00 per share a year ago.Reported Earnings • Feb 15Full year 2022 earnings released: EPS: JP¥42.19 (vs JP¥28.17 in FY 2021)Full year 2022 results: EPS: JP¥42.19 (up from JP¥28.17 in FY 2021). Revenue: JP¥1.94b (up 23% from FY 2021). Net income: JP¥427.0m (up 49% from FY 2021). Profit margin: 22% (up from 18% in FY 2021). The increase in margin was driven by higher revenue.お知らせ • Feb 14+ 1 more updateToyokumo, Inc., Annual General Meeting, Mar 27, 2023Toyokumo, Inc., Annual General Meeting, Mar 27, 2023.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,336, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 21% over the past year.Upcoming Dividend • Dec 22Inaugural dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. This is the first dividend for Toyokumo since going public. The average dividend yield among industry peers is 1.9%.お知らせ • Dec 06Toyokumo, Inc. to Report Fiscal Year 2022 Results on Feb 13, 2023Toyokumo, Inc. announced that they will report fiscal year 2022 results on Feb 13, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Director Marketing Division Tomohiko Tasato was the last director to join the board, commencing their role in 2014. 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 16Third quarter 2022 earnings released: EPS: JP¥8.19 (vs JP¥5.90 in 3Q 2021)Third quarter 2022 results: EPS: JP¥8.19 (up from JP¥5.90 in 3Q 2021). Revenue: JP¥497.0m (up 20% from 3Q 2021). Net income: JP¥83.0m (up 38% from 3Q 2021). Profit margin: 17% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥8.19 (vs JP¥5.90 in 3Q 2021)Third quarter 2022 results: EPS: JP¥8.19 (up from JP¥5.90 in 3Q 2021). Revenue: JP¥497.0m (up 20% from 3Q 2021). Net income: JP¥83.0m (up 38% from 3Q 2021). Profit margin: 17% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue.お知らせ • Sep 16Toyokumo, Inc. (TSE:4058) announces an Equity Buyback for 137,000 shares, representing 1.35% for ¥199.47 million.Toyokumo, Inc. (TSE:4058) announces a share repurchase program. Under the program, the company will repurchase up to 137,000 shares, representing 1.35% of its issued share capital (excluding treasury stock), for a total purchase price of ¥199.47 million. The shares will be repurchased at a price of ¥1,456 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. As of September 15, 2022, the company has 10,162,000 issued shares (excluding treasury stock) and 110 treasury shares.お知らせ • Aug 28Toyokumo, Inc. to Report Q3, 2022 Results on Nov 11, 2022Toyokumo, Inc. announced that they will report Q3, 2022 results on Nov 11, 2022Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥13.29 (vs JP¥9.95 in 2Q 2021)Second quarter 2022 results: EPS: JP¥13.29 (up from JP¥9.95 in 2Q 2021). Revenue: JP¥468.0m (up 23% from 2Q 2021). Net income: JP¥135.0m (up 34% from 2Q 2021). Profit margin: 29% (up from 26% in 2Q 2021). The increase in margin was driven by higher revenue.お知らせ • May 29Toyokumo, Inc. to Report Q2, 2022 Results on Aug 10, 2022Toyokumo, Inc. announced that they will report Q2, 2022 results on Aug 10, 2022Reported Earnings • May 16First quarter 2022 earnings released: EPS: JP¥13.97 (vs JP¥9.86 in 1Q 2021)First quarter 2022 results: EPS: JP¥13.97 (up from JP¥9.86 in 1Q 2021). Revenue: JP¥439.0m (up 30% from 1Q 2021). Net income: JP¥142.0m (up 42% from 1Q 2021). Profit margin: 32% (up from 30% in 1Q 2021). The increase in margin was driven by higher revenue.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Director Marketing Division Tomohiko Tasato was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Toyokumo, Inc. to Report Q1, 2022 Results on May 12, 2022Toyokumo, Inc. announced that they will report Q1, 2022 results on May 12, 2022Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥28.17 (down from JP¥31.27 in FY 2020). Revenue: JP¥1.58b (up 44% from FY 2020). Net income: JP¥286.0m (up 91% from FY 2020). Profit margin: 18% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.収支内訳Toyokumo の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4058 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 265,1701,2673,059031 Dec 254,8581,0853,037030 Sep 254,4081,1092,619030 Jun 253,9451,0172,337031 Mar 253,5258812,176031 Dec 243,1468411,886030 Sep 232,2975271,457030 Jun 232,1725241,332031 Mar 232,0554761,285031 Dec 221,9374271,238031 Dec 211,5772879840質の高い収益: 4058は 高品質の収益 を持っています。利益率の向上: 4058の現在の純利益率 (24.5%)は、昨年(25%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4058の収益は過去 5 年間で年間29.8%増加しました。成長の加速: 4058の過去 1 年間の収益成長率 ( 43.8% ) は、5 年間の平均 ( 年間29.8%を上回っています。収益対業界: 4058の過去 1 年間の収益成長率 ( 43.8% ) はSoftware業界16.4%を上回りました。株主資本利益率高いROE: 4058の 自己資本利益率 ( 30.8% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/06/14 21:31終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Toyokumo, 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Keita FujinoThe Stock Research Center
お知らせ • Jun 03Toyokumo, Inc. to Report Q2, 2026 Results on Aug 13, 2026Toyokumo, Inc. announced that they will report Q2, 2026 results on Aug 13, 2026
Reported Earnings • May 19First quarter 2026 earnings released: EPS: JP¥36.68 (vs JP¥20.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.68 (up from JP¥20.11 in 1Q 2025). Revenue: JP¥1.39b (up 29% from 1Q 2025). Net income: JP¥401.0m (up 83% from 1Q 2025). Profit margin: 29% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 29Full year 2025 earnings released: EPS: JP¥99.31 (vs JP¥77.14 in FY 2024)Full year 2025 results: EPS: JP¥99.31 (up from JP¥77.14 in FY 2024). Revenue: JP¥4.86b (up 54% from FY 2024). Net income: JP¥1.09b (up 29% from FY 2024). Profit margin: 22% (down from 27% 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 28% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥99.31 (vs JP¥77.14 in FY 2024)Full year 2025 results: EPS: JP¥99.31 (up from JP¥77.14 in FY 2024). Revenue: JP¥4.86b (up 54% from FY 2024). Net income: JP¥1.09b (up 29% from FY 2024). Profit margin: 22% (down from 27% 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 28% 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 • Dec 03Toyokumo, Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Toyokumo, Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥23.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥23.68 in 3Q 2024). Revenue: JP¥1.27b (up 41% from 3Q 2024). Net income: JP¥288.0m (up 11% from 3Q 2024). Profit margin: 23% (down from 29% 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 30% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Jun 03Toyokumo, Inc. to Report Q2, 2026 Results on Aug 13, 2026Toyokumo, Inc. announced that they will report Q2, 2026 results on Aug 13, 2026
Reported Earnings • May 19First quarter 2026 earnings released: EPS: JP¥36.68 (vs JP¥20.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.68 (up from JP¥20.11 in 1Q 2025). Revenue: JP¥1.39b (up 29% from 1Q 2025). Net income: JP¥401.0m (up 83% from 1Q 2025). Profit margin: 29% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% 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 • Apr 17Toyokumo, Inc. announced that it has received funding from MOCULA Inc.Toyokumo, Inc. announced a private placement of common shares on April 15, 2026. The transaction included participation from new investor MOCULA Inc. The transaction has been approved at board of directors’ meeting of the company. The transaction will happen through third party allocation.
Reported Earnings • Mar 29Full year 2025 earnings released: EPS: JP¥99.31 (vs JP¥77.14 in FY 2024)Full year 2025 results: EPS: JP¥99.31 (up from JP¥77.14 in FY 2024). Revenue: JP¥4.86b (up 54% from FY 2024). Net income: JP¥1.09b (up 29% from FY 2024). Profit margin: 22% (down from 27% 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 28% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥99.31 (vs JP¥77.14 in FY 2024)Full year 2025 results: EPS: JP¥99.31 (up from JP¥77.14 in FY 2024). Revenue: JP¥4.86b (up 54% from FY 2024). Net income: JP¥1.09b (up 29% from FY 2024). Profit margin: 22% (down from 27% 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 28% 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 • Feb 13+ 1 more updateToyokumo, Inc., Annual General Meeting, Mar 25, 2026Toyokumo, Inc., Annual General Meeting, Mar 25, 2026.
New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Feb 07Toyokumo, Inc.'s (TSE:4058) 26% Cheaper Price Remains In Tune With EarningsThe Toyokumo, Inc. ( TSE:4058 ) share price has fared very poorly over the last month, falling by a substantial 26...
分析記事 • Jan 30A Look Into Toyokumo's (TSE:4058) Impressive Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Buy Or Sell Opportunity • Jan 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥2,613. The fair value is estimated to be JP¥3,351, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%.
Buy Or Sell Opportunity • Jan 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥2,696. The fair value is estimated to be JP¥3,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Buy Or Sell Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥2,665. The fair value is estimated to be JP¥3,360, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%.
お知らせ • Dec 03Toyokumo, Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Toyokumo, Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026
Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥2,713. The fair value is estimated to be JP¥3,412, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%.
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥23.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥23.68 in 3Q 2024). Revenue: JP¥1.27b (up 41% from 3Q 2024). Net income: JP¥288.0m (up 11% from 3Q 2024). Profit margin: 23% (down from 29% 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 30% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Sep 01Toyokumo, Inc. to Report Q3, 2025 Results on Nov 13, 2025Toyokumo, Inc. announced that they will report Q3, 2025 results on Nov 13, 2025
Declared Dividend • Aug 15Dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 17%.
Buy Or Sell Opportunity • Jun 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to JP¥3,180. The fair value is estimated to be JP¥2,590, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last year. Earnings per share has grown by 32%.
お知らせ • Jun 03Toyokumo, Inc. to Report Q2, 2025 Results on Aug 13, 2025Toyokumo, Inc. announced that they will report Q2, 2025 results on Aug 13, 2025
Buy Or Sell Opportunity • Jun 03Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥3,310. The fair value is estimated to be JP¥2,563, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last year. Earnings per share has grown by 32%.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,710, the stock trades at a trailing P/E ratio of 33.4x. Average trailing P/E is 21x in the Software industry in Japan. Total returns to shareholders of 96% over the past three years.
分析記事 • May 14Investors Shouldn't Overlook The Favourable Returns On Capital At Toyokumo (TSE:4058)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
New Risk • Apr 07New 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 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,034, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 32% over the past three years.
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: JP¥77.14 (vs JP¥59.57 in FY 2023)Full year 2024 results: EPS: JP¥77.14 (up from JP¥59.57 in FY 2023). Revenue: JP¥3.15b (up 29% from FY 2023). Net income: JP¥841.0m (up 33% from FY 2023). Profit margin: 27% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 04Toyokumo, Inc. to Report Q1, 2025 Results on May 14, 2025Toyokumo, Inc. announced that they will report Q1, 2025 results on May 14, 2025
Reported Earnings • Feb 15Full year 2024 earnings released: EPS: JP¥77.14 (vs JP¥59.57 in FY 2023)Full year 2024 results: EPS: JP¥77.14 (up from JP¥59.57 in FY 2023). Revenue: JP¥3.15b (up 29% from FY 2023). Net income: JP¥841.0m (up 33% from FY 2023). Profit margin: 27% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14+ 1 more updateToyokumo, Inc. Announces Dividend for the Year Ended December 31, 2024, Effective March 26, 2025; Provides Dividend Guidance for the Year Ended December 31, 2025Toyokumo, Inc. announced Dividend for the Year Ended December 31, 2024. For the year, the company announced to pay a dividend of JPY 14.00 per share against JPY 10.00 per share a year ago. Scheduled date to commence dividend payments: March 26, 2025. For the year 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 14.00 per share a year ago.
お知らせ • Feb 13+ 1 more updateToyokumo, Inc., Annual General Meeting, Mar 25, 2025Toyokumo, Inc., Annual General Meeting, Mar 25, 2025.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,580, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 21x in the Software industry in Japan. Total returns to shareholders of 64% over the past three years.
お知らせ • Jan 08Toyokumo, Inc. (TSE:4058) completed the acquisition of Project mode, Inc. from shareholders.Toyokumo, Inc. (TSE:4058) agreed to acquire Project mode, Inc. from shareholders on December 13, 2024. The date of board of directors of Toyokumo resolution is December 13, 2024. In this transaction, Toyokumo will acquire 0.0005 million shares in Project mode. For the period ending December 31, 2023, Project mode had reported total revenue of ¥265 million, EBIT of ¥57 million and net income of ¥39 million, total assets of ¥230 million and total common equity of ¥76 million. The expected completion of the transaction is January 8, 2025. As of December 25, 2024, The parties to the agreement have entered into Share Purchase agreement. Toyokumo, Inc. (TSE:4058) completed the acquisition of Project mode, Inc. from shareholders on January 8, 2025.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.3%).
分析記事 • Dec 14Calculating The Intrinsic Value Of Toyokumo, Inc. (TSE:4058)Key Insights Using the 2 Stage Free Cash Flow to Equity, Toyokumo fair value estimate is JP¥1,948 With JP¥2,106 share...
お知らせ • Dec 03Toyokumo, Inc. to Report Fiscal Year 2024 Results on Feb 13, 2025Toyokumo, Inc. announced that they will report fiscal year 2024 results on Feb 13, 2025
お知らせ • Nov 14Toyokumo, Inc. Revises Consolidated Earnings Guidance for the Year Ending December 31, 2024Toyokumo, Inc. revised consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales to be JPY 3,100 million against previous guidance of JPY 3,000 million. Operating profit to be JPY 1,100 million against previous guidance of JPY 1,000 million. Profit attributable to owners of parent to be JPY 760 million against previous guidance of JPY 690 million. Earnings per share to be JPY 69.71 against previous guidance of JPY 63.29.
Buy Or Sell Opportunity • Nov 14Now 22% undervaluedOver the last 90 days, the stock has risen 2.9% to JP¥1,852. The fair value is estimated to be JP¥2,387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
New Risk • Nov 07New 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 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
分析記事 • Oct 30Why You Should Care About Toyokumo's (TSE:4058) Strong Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Buy Or Sell Opportunity • Oct 22Now 21% undervaluedOver the last 90 days, the stock has risen 10% to JP¥1,943. The fair value is estimated to be JP¥2,456, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
お知らせ • Sep 03Toyokumo, Inc. to Report Q3, 2024 Results on Nov 13, 2024Toyokumo, Inc. announced that they will report Q3, 2024 results on Nov 13, 2024
分析記事 • Sep 01If EPS Growth Is Important To You, Toyokumo (TSE:4058) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Buy Or Sell Opportunity • Aug 28Now 21% undervaluedOver the last 90 days, the stock has risen 41% to JP¥1,973. The fair value is estimated to be JP¥2,492, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥19.00 (vs JP¥17.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.00 (up from JP¥17.66 in 2Q 2023). Revenue: JP¥750.0m (up 28% from 2Q 2023). Net income: JP¥207.0m (up 10% from 2Q 2023). Profit margin: 28% (down from 32% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Aug 13Toyokumo, Inc. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Toyokumo, Inc. provided consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales of JPY 3,000 million, operating profit of JPY 1,000 million, profit attributable to owners of parent of JPY 690 million and earnings per share of JPY 63.31.
Declared Dividend • Aug 11Dividend increased to JP¥14.00Dividend of JP¥14.00 is 40% higher than last year. Ex-date: 27th December 2024 Payment date: 28th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Sustainability & Growth
分析記事 • Aug 05Toyokumo, Inc. (TSE:4058) Shares Slammed 28% But Getting In Cheap Might Be Difficult RegardlessToyokumo, Inc. ( TSE:4058 ) shareholders won't be pleased to see that the share price has had a very rough month...
New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.2b (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 Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.2b market cap, or US$99.4m).
Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,287. The fair value is estimated to be JP¥1,717, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
分析記事 • Aug 02Estimating The Fair Value Of Toyokumo, Inc. (TSE:4058)Key Insights Toyokumo's estimated fair value is JP¥1,713 based on 2 Stage Free Cash Flow to Equity Toyokumo's JP¥1,482...
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,482, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 23% over the past three years.
New Risk • Jul 24New 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 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jul 16Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to JP¥1,894. The fair value is estimated to be JP¥1,525, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
分析記事 • Jun 21After Leaping 25% Toyokumo, Inc. (TSE:4058) Shares Are Not Flying Under The RadarToyokumo, Inc. ( TSE:4058 ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,673, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Software industry in Japan. Total loss to shareholders of 26% over the past three years.
New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥15.5b market cap, or US$98.4m).
お知らせ • Jun 02Toyokumo, Inc. to Report Q2, 2024 Results on Aug 09, 2024Toyokumo, Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
Reported Earnings • May 19First quarter 2024 earnings released: EPS: JP¥16.47 (vs JP¥18.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.47 (down from JP¥18.65 in 1Q 2023). Revenue: JP¥698.0m (up 26% from 1Q 2023). Net income: JP¥179.0m (down 4.3% from 1Q 2023). Profit margin: 26% (down from 34% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • May 16Toyokumo, Inc. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Toyokumo, Inc. provided consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales to be JPY 3,000 million. Operating profit to be JPY 1,000 million. Profit attributable to owners of parent to be JPY 690 million. Earnings per share to be JPY 63.48.
お知らせ • Feb 29Toyokumo, Inc. to Report Q1, 2024 Results on May 14, 2024Toyokumo, Inc. announced that they will report Q1, 2024 results on May 14, 2024
Buy Or Sell Opportunity • Feb 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to JP¥1,725. The fair value is estimated to be JP¥1,416, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 21%.
お知らせ • Feb 16Toyokumo, Inc., Annual General Meeting, Mar 27, 2024Toyokumo, Inc., Annual General Meeting, Mar 27, 2024.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥59.57 (vs JP¥42.19 in FY 2022)Full year 2023 results: EPS: JP¥59.57 (up from JP¥42.19 in FY 2022). Revenue: JP¥2.43b (up 26% from FY 2022). Net income: JP¥631.0m (up 48% from FY 2022). Profit margin: 26% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥10.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 28 March 2024. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.5%).
お知らせ • Dec 05Toyokumo, Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024Toyokumo, Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: JP¥7.76 (vs JP¥8.19 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.76. Revenue: JP¥622.0m (up 25% from 3Q 2022). Net income: JP¥84.0m (up 1.2% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses.
お知らせ • Nov 15+ 1 more updateToyokumo, Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2023Toyokumo, Inc. provided non-consolidated earnings guidance for the year ending December 31, 2023. For the period, the company expected net sales of JPY 2,430 million, Operating profit of JPY 840 million, profit of JPY 580 million and EPS of JPY 54.76.
New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% 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 (5.4% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding).
New Risk • Oct 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$99.3m) 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: Minor Risks Shareholders have been diluted in the past year (7.9% increase in shares outstanding). Market cap is less than US$100m (JP¥14.9b market cap, or US$99.3m).
お知らせ • Aug 30Toyokumo, Inc. to Report Q3, 2023 Results on Nov 13, 2023Toyokumo, Inc. announced that they will report Q3, 2023 results on Nov 13, 2023
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥17.66 (vs JP¥13.29 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.66 (up from JP¥13.29 in 2Q 2022). Revenue: JP¥587.0m (up 25% from 2Q 2022). Net income: JP¥188.0m (up 39% from 2Q 2022). Profit margin: 32% (up from 29% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
お知らせ • May 24Toyokumo, Inc. to Report Q2, 2023 Results on Aug 10, 2023Toyokumo, Inc. announced that they will report Q2, 2023 results on Aug 10, 2023
お知らせ • May 17+ 1 more updateToyokumo, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2023Toyokumo, Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2023. For the period, Company expects net sales of JPY 2,330 million, operating profit of JPY 720 million, profit JPY 490 million and earnings per share of JPY 48.88.
Reported Earnings • May 17First quarter 2023 earnings released: EPS: JP¥18.65 (vs JP¥13.97 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.65 (up from JP¥13.97 in 1Q 2022). Revenue: JP¥555.0m (up 26% from 1Q 2022). Net income: JP¥187.0m (up 32% from 1Q 2022). Profit margin: 34% (up from 32% in 1Q 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,878, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 25% over the past year.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥42.19 (vs JP¥28.17 in FY 2021)Full year 2022 results: EPS: JP¥42.19 (up from JP¥28.17 in FY 2021). Revenue: JP¥1.94b (up 23% from FY 2021). Net income: JP¥427.0m (up 49% from FY 2021). Profit margin: 22% (up from 18% in FY 2021). The increase in margin was driven by higher revenue.
お知らせ • Feb 15Toyokumo, Inc. Announces Dividend for the Year Ended December 31, 2022, Payable on March 28, 2023; Provides Dividend Guidance for the Year Ending December 31, 2023Toyokumo, Inc. announced dividend of JPY 7.00 per share for the year ended December 31, 2022 as compared to paid dividend of JPY 5.00 per share a year ago. Scheduled date to commence dividend payment is March 28, 2023.For the year ending December 31, 2023, the company expected dividend of JPY 10.00 per share as compared to dividend of JPY 7.00 per share a year ago.
Reported Earnings • Feb 15Full year 2022 earnings released: EPS: JP¥42.19 (vs JP¥28.17 in FY 2021)Full year 2022 results: EPS: JP¥42.19 (up from JP¥28.17 in FY 2021). Revenue: JP¥1.94b (up 23% from FY 2021). Net income: JP¥427.0m (up 49% from FY 2021). Profit margin: 22% (up from 18% in FY 2021). The increase in margin was driven by higher revenue.
お知らせ • Feb 14+ 1 more updateToyokumo, Inc., Annual General Meeting, Mar 27, 2023Toyokumo, Inc., Annual General Meeting, Mar 27, 2023.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,336, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 21% over the past year.
Upcoming Dividend • Dec 22Inaugural dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. This is the first dividend for Toyokumo since going public. The average dividend yield among industry peers is 1.9%.
お知らせ • Dec 06Toyokumo, Inc. to Report Fiscal Year 2022 Results on Feb 13, 2023Toyokumo, Inc. announced that they will report fiscal year 2022 results on Feb 13, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Director Marketing Division Tomohiko Tasato was the last director to join the board, commencing their role in 2014. 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 16Third quarter 2022 earnings released: EPS: JP¥8.19 (vs JP¥5.90 in 3Q 2021)Third quarter 2022 results: EPS: JP¥8.19 (up from JP¥5.90 in 3Q 2021). Revenue: JP¥497.0m (up 20% from 3Q 2021). Net income: JP¥83.0m (up 38% from 3Q 2021). Profit margin: 17% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥8.19 (vs JP¥5.90 in 3Q 2021)Third quarter 2022 results: EPS: JP¥8.19 (up from JP¥5.90 in 3Q 2021). Revenue: JP¥497.0m (up 20% from 3Q 2021). Net income: JP¥83.0m (up 38% from 3Q 2021). Profit margin: 17% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue.
お知らせ • Sep 16Toyokumo, Inc. (TSE:4058) announces an Equity Buyback for 137,000 shares, representing 1.35% for ¥199.47 million.Toyokumo, Inc. (TSE:4058) announces a share repurchase program. Under the program, the company will repurchase up to 137,000 shares, representing 1.35% of its issued share capital (excluding treasury stock), for a total purchase price of ¥199.47 million. The shares will be repurchased at a price of ¥1,456 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. As of September 15, 2022, the company has 10,162,000 issued shares (excluding treasury stock) and 110 treasury shares.
お知らせ • Aug 28Toyokumo, Inc. to Report Q3, 2022 Results on Nov 11, 2022Toyokumo, Inc. announced that they will report Q3, 2022 results on Nov 11, 2022
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥13.29 (vs JP¥9.95 in 2Q 2021)Second quarter 2022 results: EPS: JP¥13.29 (up from JP¥9.95 in 2Q 2021). Revenue: JP¥468.0m (up 23% from 2Q 2021). Net income: JP¥135.0m (up 34% from 2Q 2021). Profit margin: 29% (up from 26% in 2Q 2021). The increase in margin was driven by higher revenue.
お知らせ • May 29Toyokumo, Inc. to Report Q2, 2022 Results on Aug 10, 2022Toyokumo, Inc. announced that they will report Q2, 2022 results on Aug 10, 2022
Reported Earnings • May 16First quarter 2022 earnings released: EPS: JP¥13.97 (vs JP¥9.86 in 1Q 2021)First quarter 2022 results: EPS: JP¥13.97 (up from JP¥9.86 in 1Q 2021). Revenue: JP¥439.0m (up 30% from 1Q 2021). Net income: JP¥142.0m (up 42% from 1Q 2021). Profit margin: 32% (up from 30% in 1Q 2021). The increase in margin was driven by higher revenue.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Director Marketing Division Tomohiko Tasato was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Toyokumo, Inc. to Report Q1, 2022 Results on May 12, 2022Toyokumo, Inc. announced that they will report Q1, 2022 results on May 12, 2022
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥28.17 (down from JP¥31.27 in FY 2020). Revenue: JP¥1.58b (up 44% from FY 2020). Net income: JP¥286.0m (up 91% from FY 2020). Profit margin: 18% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.