View Financial Healthrakumo 配当と自社株買い配当金 基準チェック /26rakumo配当を支払う会社であり、現在の利回りは1.32%で、収益によって十分にカバーされています。主要情報1.3%配当利回り-0.02%バイバック利回り総株主利回り1.3%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向19%最近の配当と自社株買いの更新Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).すべての更新を表示Recent updatesReported Earnings • May 19First quarter 2026 earnings released: EPS: JP¥11.49 (vs JP¥12.05 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.49 (down from JP¥12.05 in 1Q 2025). Revenue: JP¥535.0m (up 35% from 1Q 2025). Net income: JP¥67.0m (down 4.3% from 1Q 2025). Profit margin: 13% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥46.76 (vs JP¥43.76 in FY 2024)Full year 2025 results: EPS: JP¥46.76 (up from JP¥43.76 in FY 2024). Revenue: JP¥1.83b (up 27% from FY 2024). Net income: JP¥272.0m (up 7.5% from FY 2024). Profit margin: 15% (down from 18% 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 13% per year whereas the company’s share price has increased by 8% per year.分析記事 • Feb 13rakumo Inc. (TSE:4060) Not Flying Under The RadarWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 15x, you may consider rakumo...お知らせ • Feb 12rakumo Inc., Annual General Meeting, Mar 26, 2026rakumo Inc., Annual General Meeting, Mar 26, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).お知らせ • Dec 03rakumo Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026rakumo Inc. announced that they will report fiscal year 2025 results at 9:00 AM, Tokyo Standard Time on Feb 12, 2026Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥8.25 (vs JP¥9.88 in 3Q 2024)Third quarter 2025 results: EPS: JP¥8.25 (down from JP¥9.88 in 3Q 2024). Revenue: JP¥507.0m (up 42% from 3Q 2024). Net income: JP¥48.0m (down 16% from 3Q 2024). Profit margin: 9.5% (down from 16% 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 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 30Is Now The Time To Put rakumo (TSE:4060) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Sep 02rakumo Inc. (TSE:4060) Stocks Shoot Up 32% But Its P/E Still Looks Reasonablerakumo Inc. ( TSE:4060 ) shares have continued their recent momentum with a 32% gain in the last month alone. The last...New Risk • Sep 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 5.5% 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 (5.5% average weekly change). Market cap is less than US$100m (JP¥7.72b market cap, or US$51.9m).お知らせ • Sep 01rakumo Inc. to Report Q3, 2025 Results on Nov 14, 2025rakumo Inc. announced that they will report Q3, 2025 results on Nov 14, 2025Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: JP¥13.07 (vs JP¥9.00 in 2Q 2024)Second quarter 2025 results: EPS: JP¥13.07 (up from JP¥9.00 in 2Q 2024). Revenue: JP¥407.0m (up 16% from 2Q 2024). Net income: JP¥76.0m (up 46% from 2Q 2024). Profit margin: 19% (up from 15% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 23rakumo Inc. (TSE:4060) agreed to acquire Agent Share Corporation from Kaneko Kaho and Masato Noguchi for approximately ¥630 million.rakumo Inc. (TSE:4060) agreed to acquire Agent Share Corporation from Kaneko Kaho and Masato Noguchi for approximately ¥630 million on July 22, 2025. A cash consideration of ¥629 million will be paid by rakumo Inc. As part of consideration, ¥629 million is paid towards common equity of Agent Share Corporation. For the period ending August 31, 2024, Agent Share Corporation reported total revenue of ¥62.3 million, EBIT of ¥13.19 million and net income of ¥0.55 million. As of August 31, 2024, Agent Share Corporation reported total assets of ¥90.32 million and total common equity of ¥65.5 million. The expected completion of the transaction is August 1, 2025.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,014, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 20% over the past three years.分析記事 • Jul 08rakumo (TSE:4060) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Jul 02+ 1 more updaterakumo Inc. (TSE:4060) completed the acquisition of STARTRE inc. from Michihiro Hayashi.rakumo Inc. (TSE:4060) agreed to acquire STARTRE inc. from Michihiro Hayashi for ¥1 billion on June 30, 2025. In this transaction, rakumo will acquire 1,000 shares in STARTRE. The funds for this acquisition will come from the funds set out in the "Notice Concerning the Conclusion of a Loan Agreement with Special Financial Terms", as well as from our own funds. Date of Board of Directors Resolution and Date of Contract Execution are June 30, 2025. STARTRE has reported total assets of ¥529 million and net assets of ¥373 million on January 2025. The expected completion of the transaction is July 1, 2025. rakumo Inc. (TSE:4060) completed the acquisition of STARTRE inc. from Michihiro Hayashi on July 1, 2025.お知らせ • May 31rakumo Inc. to Report Q2, 2025 Results on Aug 08, 2025rakumo Inc. announced that they will report Q2, 2025 results on Aug 08, 2025Reported Earnings • May 11First quarter 2025 earnings released: EPS: JP¥12.05 (vs JP¥9.70 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.05 (up from JP¥9.70 in 1Q 2024). Revenue: JP¥395.0m (up 14% from 1Q 2024). Net income: JP¥70.0m (up 25% from 1Q 2024). Profit margin: 18% (up from 16% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Mar 01rakumo Inc. to Report Q1, 2025 Results on May 09, 2025rakumo Inc. announced that they will report Q1, 2025 results on May 09, 2025Buy Or Sell Opportunity • Feb 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to JP¥837. The fair value is estimated to be JP¥1,100, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.8%.Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥43.76 (vs JP¥34.03 in FY 2023)Full year 2024 results: EPS: JP¥43.76 (up from JP¥34.03 in FY 2023). Revenue: JP¥1.44b (up 11% from FY 2023). Net income: JP¥253.0m (up 29% from FY 2023). Profit margin: 18% (up from 15% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 14rakumo Inc., Annual General Meeting, Mar 25, 2025rakumo Inc., Annual General Meeting, Mar 25, 2025.お知らせ • Dec 03rakumo Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025rakumo Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025Buy Or Sell Opportunity • Nov 15Now 21% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥880. The fair value is estimated to be JP¥1,110, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.0%.Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥912. The fair value is estimated to be JP¥1,143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.0%.お知らせ • Sep 20rakumo Inc. to Report Q3, 2024 Results on Nov 14, 2024rakumo Inc. announced that they will report Q3, 2024 results on Nov 14, 2024Buy Or Sell Opportunity • Sep 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥901. The fair value is estimated to be JP¥1,146, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.0%.Buy Or Sell Opportunity • Aug 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to JP¥909. The fair value is estimated to be JP¥1,150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.0%.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: JP¥9.00 (vs JP¥8.51 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.00 (up from JP¥8.51 in 2Q 2023). Revenue: JP¥350.0m (up 16% from 2Q 2023). Net income: JP¥52.0m (up 6.1% from 2Q 2023). Profit margin: 15% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.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¥697, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 44% over the past three years.分析記事 • Aug 02rakumo (TSE:4060) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...分析記事 • Aug 02rakumo Inc.'s (TSE:4060) 26% Share Price Plunge Could Signal Some Riskrakumo Inc. ( TSE:4060 ) shares have had a horrible month, losing 26% after a relatively good period beforehand. The...New Risk • Aug 02New 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 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Market cap is less than US$100m (JP¥4.90b market cap, or US$32.9m).お知らせ • Jun 15rakumo Inc. to Report Q2, 2024 Results on Aug 09, 2024rakumo Inc. announced that they will report Q2, 2024 results on Aug 09, 2024Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥9.70 (vs JP¥8.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.70 (up from JP¥8.35 in 1Q 2023). Revenue: JP¥347.0m (up 18% from 1Q 2023). Net income: JP¥56.0m (up 17% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • Apr 29rakumo Inc.'s (TSE:4060) Popularity With Investors Under Threat As Stock Sinks 26%rakumo Inc. ( TSE:4060 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...分析記事 • Apr 05rakumo (TSE:4060) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Mar 23rakumo Inc. to Report Q1, 2024 Results on May 10, 2024rakumo Inc. announced that they will report Q1, 2024 results on May 10, 2024分析記事 • Mar 15What rakumo Inc.'s (TSE:4060) 27% Share Price Gain Is Not Telling Yourakumo Inc. ( TSE:4060 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...分析記事 • Mar 06We Think rakumo (TSE:4060) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Mar 04New 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 8.3% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥8.02b market cap, or US$53.3m).Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,315, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 36% over the past three years.Buy Or Sell Opportunity • Feb 20Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to JP¥1,313. The fair value is estimated to be JP¥1,049, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.4%.お知らせ • Feb 11rakumo Inc., Annual General Meeting, Mar 26, 2024rakumo Inc., Annual General Meeting, Mar 26, 2024.Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥34.03 (vs JP¥32.24 in FY 2022)Full year 2023 results: EPS: JP¥34.03 (up from JP¥32.24 in FY 2022). Revenue: JP¥1.30b (up 18% from FY 2022). Net income: JP¥196.0m (up 6.5% from FY 2022). Profit margin: 15% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Dec 17rakumo Inc. to Report Fiscal Year 2023 Results on Feb 09, 2024rakumo Inc. announced that they will report fiscal year 2023 results on Feb 09, 2024Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: JP¥9.20 (vs JP¥6.84 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.20 (up from JP¥6.84 in 3Q 2022). Revenue: JP¥351.0m (up 22% from 3Q 2022). Net income: JP¥53.0m (up 36% from 3Q 2022). Profit margin: 15% (up from 14% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Sep 10rakumo Inc. to Report Q3, 2023 Results on Nov 10, 2023rakumo Inc. announced that they will report Q3, 2023 results on Nov 10, 2023Buying Opportunity • Sep 04Now 23% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be JP¥1,612, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last year. Earnings per share has grown by 23%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 53% in the next 2 years.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥8.51 (vs JP¥5.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.51 (up from JP¥5.62 in 2Q 2022). Revenue: JP¥303.0m (up 15% from 2Q 2022). Net income: JP¥49.0m (up 53% from 2Q 2022). Profit margin: 16% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.New Risk • Jul 28New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥6.42b market cap, or US$46.2m).Buying Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥1,396, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last year. Earnings per share has grown by 7.3%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 63% in the next 2 years.お知らせ • Jun 09rakumo Inc. to Report Q2, 2023 Results on Aug 10, 2023rakumo Inc. announced that they will report Q2, 2023 results on Aug 10, 2023お知らせ • May 13rakumo Inc. (TSE:4060) entered into an agreement to acquire iVision Co., Ltd from Shigeki Takebayashi for JPY 453 million.rakumo Inc. (TSE:4060) entered into an agreement to acquire iVision Co., Ltd from Shigeki Takebayashi for JPY 453 million on May 12, 2023. As of June 2022, iVision reported total assets of JPY 143 million, revenue of JPY 136 million, operating income of JPY 68 million and net income of JPY 47 million. The deal is expected to complete July 1, 2023.Reported Earnings • Mar 31Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥32.24 (down from JP¥33.54 in FY 2021). Revenue: JP¥1.10b (up 14% from FY 2021). Net income: JP¥184.0m (down 2.1% from FY 2021). Profit margin: 17% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan.Reported Earnings • Feb 12Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥32.24 (down from JP¥33.54 in FY 2021). Revenue: JP¥1.10b (up 14% from FY 2021). Net income: JP¥184.0m (down 2.1% from FY 2021). Profit margin: 17% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in Japan.お知らせ • Feb 12rakumo Inc., Annual General Meeting, Mar 27, 2023rakumo Inc., Annual General Meeting, Mar 27, 2023.お知らせ • Dec 10rakumo Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023rakumo Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023Price Target Changed • Nov 24Price target decreased to JP¥2,000Down from JP¥2,400, the current price target is provided by 1 analyst. New target price is 91% above last closing price of JP¥1,047. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥31.90 for next year compared to JP¥33.54 last year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside Director Osamu Higuchi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 14rakumo Inc. Provides Consolidated Earnings Guidance for the Full Year Ending December 31, 2022rakumo Inc. provided consolidated earnings guidance for the full year ending December 31, 2022. For the year, the company expected net sales to be JPY 1,100 million, Operating profit to be JPY 248 million, Profit attributable to owners of parent to be JPY 190 million and Earnings per share to be JPY 33.37.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥6.84 (vs JP¥11.03 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.84 (down from JP¥11.03 in 3Q 2021). Revenue: JP¥287.0m (up 16% from 3Q 2021). Net income: JP¥39.0m (down 37% from 3Q 2021). Profit margin: 14% (down from 25% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.お知らせ • Sep 11rakumo Inc. to Report Q3, 2022 Results on Nov 11, 2022rakumo Inc. announced that they will report Q3, 2022 results on Nov 11, 2022Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: JP¥5.62 (vs JP¥7.50 in 2Q 2021)Second quarter 2022 results: EPS: JP¥5.62 (down from JP¥7.50 in 2Q 2021). Revenue: JP¥263.0m (up 13% from 2Q 2021). Net income: JP¥32.0m (down 24% from 2Q 2021). Profit margin: 12% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 22%, compared to a 14% growth forecast for the Software industry in Japan.お知らせ • Jun 10rakumo Inc. to Report Q2, 2022 Results on Aug 12, 2022rakumo Inc. announced that they will report Q2, 2022 results on Aug 12, 2022お知らせ • May 18rakumo Inc. Provides Consolidated Earnings Guidance for the Full Year Ending December 31, 2022rakumo Inc. provided consolidated earnings guidance for the full year ending December 31, 2022. For the year, the company expected net sales to be JPY 1,100 million, Operating profit to be JPY 248 million, Profit attributable to owners of parent to be JPY 190 million and Earnings per share to be JPY 33.42.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Osamu Higuchi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08rakumo Inc. to Report Q1, 2022 Results on May 13, 2022rakumo Inc. announced that they will report Q1, 2022 results on May 13, 2022お知らせ • Feb 15rakumo Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022rakumo Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2022. For the year, the company expects net sales of JPY 1,100 million, operating profit of JPY 248 million, profit attributable to owners of parent of JPY 190 million and earnings per share of JPY 33.42.お知らせ • Feb 12rakumo Inc., Annual General Meeting, Mar 28, 2022rakumo Inc., Annual General Meeting, Mar 28, 2022.Reported Earnings • Feb 12Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: JP¥33.54 (up from JP¥31.30 in FY 2020). Revenue: JP¥963.0m (up 17% from FY 2020). Net income: JP¥188.0m (up 50% from FY 2020). Profit margin: 20% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 28%, compared to a 16% growth forecast for the industry in Japan.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,422, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 25x in the Software industry in Japan. Total loss to shareholders of 35% over the past year.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS JP¥11.03 (vs JP¥10.63 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥247.0m (up 12% from 3Q 2020). Net income: JP¥62.0m (up 6.9% from 3Q 2020). Profit margin: 25% (down from 26% in 3Q 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥1,778, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 29x in the Software industry in Japan.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,339, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 27x in the Software industry in Japan.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to JP¥1,519, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 30x in the Software industry in Japan.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥2,418, the stock trades at a forward P/E ratio of 70x. Average forward P/E is 36x in the Software industry in Japan.Reported Earnings • Apr 04Full year 2020 earnings released: EPS JP¥31.30 (vs JP¥21.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥822.0m (up 24% from FY 2019). Net income: JP¥125.0m (up JP¥163.0m from FY 2019). Profit margin: 15% (up from net loss in FY 2019).お知らせ • Mar 19rakumo Inc. to Report Q1, 2021 Results on May 14, 2021rakumo Inc. announced that they will report Q1, 2021 results on May 14, 2021Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥31.30 (vs JP¥21.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥822.0m (up 24% from FY 2019). Net income: JP¥125.0m (up JP¥163.0m from FY 2019). Profit margin: 15% (up from net loss in FY 2019).Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) also surpassed analyst estimates by 78%. Over the next year, revenue is forecast to grow 24%, compared to a 13% growth forecast for the Software industry in Japan.お知らせ • Dec 24rakumo Inc. to Report Q4, 2020 Results on Feb 12, 2021rakumo Inc. announced that they will report Q4, 2020 results on Feb 12, 2021お知らせ • Oct 04rakumo Inc. to Report Q3, 2020 Results on Nov 12, 2020rakumo Inc. announced that they will report Q3, 2020 results on Nov 12, 2020お知らせ • Sep 29+ 1 more updaterakumo Inc. has completed an IPO in the amount of ¥1.6575 billion.rakumo Inc. has completed an IPO in the amount of ¥1.6575 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,326,000 Price\Range: ¥1250 Discount Per Security: ¥100 Transaction Features: Sponsor Backed Offering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、 4060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: 4060の配当金は増加していますが、同社は2年間しか配当金を支払っていません。配当利回り対市場rakumo 配当利回り対市場4060 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 (4060)1.3%市場下位25% (JP)1.7%市場トップ25% (JP)3.7%業界平均 (Software)2.2%アナリスト予想 (4060) (最長3年)n/a注目すべき配当: 4060の配当金 ( 1.32% ) はJP市場の配当金支払者の下位 25% ( 1.73% ) と比べると目立ったものではありません。高配当: 4060の配当金 ( 1.32% ) はJP市場の配当金支払者の上位 25% ( 3.73% ) 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: 4060は低い 配当性向 ( 19.5% ) であるため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 4060は低い 現金配当性向 ( 20.6% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。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2026/05/20 03:27終値2026/05/20 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rakumo 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Kenichi ItoIchiyoshi Research Institute Inc.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Reported Earnings • May 19First quarter 2026 earnings released: EPS: JP¥11.49 (vs JP¥12.05 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.49 (down from JP¥12.05 in 1Q 2025). Revenue: JP¥535.0m (up 35% from 1Q 2025). Net income: JP¥67.0m (down 4.3% from 1Q 2025). Profit margin: 13% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥46.76 (vs JP¥43.76 in FY 2024)Full year 2025 results: EPS: JP¥46.76 (up from JP¥43.76 in FY 2024). Revenue: JP¥1.83b (up 27% from FY 2024). Net income: JP¥272.0m (up 7.5% from FY 2024). Profit margin: 15% (down from 18% 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 13% per year whereas the company’s share price has increased by 8% per year.
分析記事 • Feb 13rakumo Inc. (TSE:4060) Not Flying Under The RadarWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 15x, you may consider rakumo...
お知らせ • Feb 12rakumo Inc., Annual General Meeting, Mar 26, 2026rakumo Inc., Annual General Meeting, Mar 26, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
お知らせ • Dec 03rakumo Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026rakumo Inc. announced that they will report fiscal year 2025 results at 9:00 AM, Tokyo Standard Time on Feb 12, 2026
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥8.25 (vs JP¥9.88 in 3Q 2024)Third quarter 2025 results: EPS: JP¥8.25 (down from JP¥9.88 in 3Q 2024). Revenue: JP¥507.0m (up 42% from 3Q 2024). Net income: JP¥48.0m (down 16% from 3Q 2024). Profit margin: 9.5% (down from 16% 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 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 30Is Now The Time To Put rakumo (TSE:4060) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Sep 02rakumo Inc. (TSE:4060) Stocks Shoot Up 32% But Its P/E Still Looks Reasonablerakumo Inc. ( TSE:4060 ) shares have continued their recent momentum with a 32% gain in the last month alone. The last...
New Risk • Sep 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 5.5% 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 (5.5% average weekly change). Market cap is less than US$100m (JP¥7.72b market cap, or US$51.9m).
お知らせ • Sep 01rakumo Inc. to Report Q3, 2025 Results on Nov 14, 2025rakumo Inc. announced that they will report Q3, 2025 results on Nov 14, 2025
Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: JP¥13.07 (vs JP¥9.00 in 2Q 2024)Second quarter 2025 results: EPS: JP¥13.07 (up from JP¥9.00 in 2Q 2024). Revenue: JP¥407.0m (up 16% from 2Q 2024). Net income: JP¥76.0m (up 46% from 2Q 2024). Profit margin: 19% (up from 15% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 23rakumo Inc. (TSE:4060) agreed to acquire Agent Share Corporation from Kaneko Kaho and Masato Noguchi for approximately ¥630 million.rakumo Inc. (TSE:4060) agreed to acquire Agent Share Corporation from Kaneko Kaho and Masato Noguchi for approximately ¥630 million on July 22, 2025. A cash consideration of ¥629 million will be paid by rakumo Inc. As part of consideration, ¥629 million is paid towards common equity of Agent Share Corporation. For the period ending August 31, 2024, Agent Share Corporation reported total revenue of ¥62.3 million, EBIT of ¥13.19 million and net income of ¥0.55 million. As of August 31, 2024, Agent Share Corporation reported total assets of ¥90.32 million and total common equity of ¥65.5 million. The expected completion of the transaction is August 1, 2025.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,014, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 20% over the past three years.
分析記事 • Jul 08rakumo (TSE:4060) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Jul 02+ 1 more updaterakumo Inc. (TSE:4060) completed the acquisition of STARTRE inc. from Michihiro Hayashi.rakumo Inc. (TSE:4060) agreed to acquire STARTRE inc. from Michihiro Hayashi for ¥1 billion on June 30, 2025. In this transaction, rakumo will acquire 1,000 shares in STARTRE. The funds for this acquisition will come from the funds set out in the "Notice Concerning the Conclusion of a Loan Agreement with Special Financial Terms", as well as from our own funds. Date of Board of Directors Resolution and Date of Contract Execution are June 30, 2025. STARTRE has reported total assets of ¥529 million and net assets of ¥373 million on January 2025. The expected completion of the transaction is July 1, 2025. rakumo Inc. (TSE:4060) completed the acquisition of STARTRE inc. from Michihiro Hayashi on July 1, 2025.
お知らせ • May 31rakumo Inc. to Report Q2, 2025 Results on Aug 08, 2025rakumo Inc. announced that they will report Q2, 2025 results on Aug 08, 2025
Reported Earnings • May 11First quarter 2025 earnings released: EPS: JP¥12.05 (vs JP¥9.70 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.05 (up from JP¥9.70 in 1Q 2024). Revenue: JP¥395.0m (up 14% from 1Q 2024). Net income: JP¥70.0m (up 25% from 1Q 2024). Profit margin: 18% (up from 16% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Mar 01rakumo Inc. to Report Q1, 2025 Results on May 09, 2025rakumo Inc. announced that they will report Q1, 2025 results on May 09, 2025
Buy Or Sell Opportunity • Feb 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to JP¥837. The fair value is estimated to be JP¥1,100, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.8%.
Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥43.76 (vs JP¥34.03 in FY 2023)Full year 2024 results: EPS: JP¥43.76 (up from JP¥34.03 in FY 2023). Revenue: JP¥1.44b (up 11% from FY 2023). Net income: JP¥253.0m (up 29% from FY 2023). Profit margin: 18% (up from 15% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14rakumo Inc., Annual General Meeting, Mar 25, 2025rakumo Inc., Annual General Meeting, Mar 25, 2025.
お知らせ • Dec 03rakumo Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025rakumo Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
Buy Or Sell Opportunity • Nov 15Now 21% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥880. The fair value is estimated to be JP¥1,110, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.0%.
Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥912. The fair value is estimated to be JP¥1,143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.0%.
お知らせ • Sep 20rakumo Inc. to Report Q3, 2024 Results on Nov 14, 2024rakumo Inc. announced that they will report Q3, 2024 results on Nov 14, 2024
Buy Or Sell Opportunity • Sep 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥901. The fair value is estimated to be JP¥1,146, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.0%.
Buy Or Sell Opportunity • Aug 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to JP¥909. The fair value is estimated to be JP¥1,150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.0%.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: JP¥9.00 (vs JP¥8.51 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.00 (up from JP¥8.51 in 2Q 2023). Revenue: JP¥350.0m (up 16% from 2Q 2023). Net income: JP¥52.0m (up 6.1% from 2Q 2023). Profit margin: 15% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
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¥697, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 44% over the past three years.
分析記事 • Aug 02rakumo (TSE:4060) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 • Aug 02rakumo Inc.'s (TSE:4060) 26% Share Price Plunge Could Signal Some Riskrakumo Inc. ( TSE:4060 ) shares have had a horrible month, losing 26% after a relatively good period beforehand. The...
New Risk • Aug 02New 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 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Market cap is less than US$100m (JP¥4.90b market cap, or US$32.9m).
お知らせ • Jun 15rakumo Inc. to Report Q2, 2024 Results on Aug 09, 2024rakumo Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥9.70 (vs JP¥8.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.70 (up from JP¥8.35 in 1Q 2023). Revenue: JP¥347.0m (up 18% from 1Q 2023). Net income: JP¥56.0m (up 17% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • Apr 29rakumo Inc.'s (TSE:4060) Popularity With Investors Under Threat As Stock Sinks 26%rakumo Inc. ( TSE:4060 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
分析記事 • Apr 05rakumo (TSE:4060) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Mar 23rakumo Inc. to Report Q1, 2024 Results on May 10, 2024rakumo Inc. announced that they will report Q1, 2024 results on May 10, 2024
分析記事 • Mar 15What rakumo Inc.'s (TSE:4060) 27% Share Price Gain Is Not Telling Yourakumo Inc. ( TSE:4060 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...
分析記事 • Mar 06We Think rakumo (TSE:4060) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Mar 04New 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 8.3% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥8.02b market cap, or US$53.3m).
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,315, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 36% over the past three years.
Buy Or Sell Opportunity • Feb 20Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to JP¥1,313. The fair value is estimated to be JP¥1,049, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.4%.
お知らせ • Feb 11rakumo Inc., Annual General Meeting, Mar 26, 2024rakumo Inc., Annual General Meeting, Mar 26, 2024.
Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥34.03 (vs JP¥32.24 in FY 2022)Full year 2023 results: EPS: JP¥34.03 (up from JP¥32.24 in FY 2022). Revenue: JP¥1.30b (up 18% from FY 2022). Net income: JP¥196.0m (up 6.5% from FY 2022). Profit margin: 15% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Dec 17rakumo Inc. to Report Fiscal Year 2023 Results on Feb 09, 2024rakumo Inc. announced that they will report fiscal year 2023 results on Feb 09, 2024
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: JP¥9.20 (vs JP¥6.84 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.20 (up from JP¥6.84 in 3Q 2022). Revenue: JP¥351.0m (up 22% from 3Q 2022). Net income: JP¥53.0m (up 36% from 3Q 2022). Profit margin: 15% (up from 14% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Sep 10rakumo Inc. to Report Q3, 2023 Results on Nov 10, 2023rakumo Inc. announced that they will report Q3, 2023 results on Nov 10, 2023
Buying Opportunity • Sep 04Now 23% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be JP¥1,612, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last year. Earnings per share has grown by 23%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 53% in the next 2 years.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥8.51 (vs JP¥5.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.51 (up from JP¥5.62 in 2Q 2022). Revenue: JP¥303.0m (up 15% from 2Q 2022). Net income: JP¥49.0m (up 53% from 2Q 2022). Profit margin: 16% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
New Risk • Jul 28New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥6.42b market cap, or US$46.2m).
Buying Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥1,396, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last year. Earnings per share has grown by 7.3%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 63% in the next 2 years.
お知らせ • Jun 09rakumo Inc. to Report Q2, 2023 Results on Aug 10, 2023rakumo Inc. announced that they will report Q2, 2023 results on Aug 10, 2023
お知らせ • May 13rakumo Inc. (TSE:4060) entered into an agreement to acquire iVision Co., Ltd from Shigeki Takebayashi for JPY 453 million.rakumo Inc. (TSE:4060) entered into an agreement to acquire iVision Co., Ltd from Shigeki Takebayashi for JPY 453 million on May 12, 2023. As of June 2022, iVision reported total assets of JPY 143 million, revenue of JPY 136 million, operating income of JPY 68 million and net income of JPY 47 million. The deal is expected to complete July 1, 2023.
Reported Earnings • Mar 31Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥32.24 (down from JP¥33.54 in FY 2021). Revenue: JP¥1.10b (up 14% from FY 2021). Net income: JP¥184.0m (down 2.1% from FY 2021). Profit margin: 17% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan.
Reported Earnings • Feb 12Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥32.24 (down from JP¥33.54 in FY 2021). Revenue: JP¥1.10b (up 14% from FY 2021). Net income: JP¥184.0m (down 2.1% from FY 2021). Profit margin: 17% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in Japan.
お知らせ • Feb 12rakumo Inc., Annual General Meeting, Mar 27, 2023rakumo Inc., Annual General Meeting, Mar 27, 2023.
お知らせ • Dec 10rakumo Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023rakumo Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023
Price Target Changed • Nov 24Price target decreased to JP¥2,000Down from JP¥2,400, the current price target is provided by 1 analyst. New target price is 91% above last closing price of JP¥1,047. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥31.90 for next year compared to JP¥33.54 last year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside Director Osamu Higuchi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 14rakumo Inc. Provides Consolidated Earnings Guidance for the Full Year Ending December 31, 2022rakumo Inc. provided consolidated earnings guidance for the full year ending December 31, 2022. For the year, the company expected net sales to be JPY 1,100 million, Operating profit to be JPY 248 million, Profit attributable to owners of parent to be JPY 190 million and Earnings per share to be JPY 33.37.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥6.84 (vs JP¥11.03 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.84 (down from JP¥11.03 in 3Q 2021). Revenue: JP¥287.0m (up 16% from 3Q 2021). Net income: JP¥39.0m (down 37% from 3Q 2021). Profit margin: 14% (down from 25% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
お知らせ • Sep 11rakumo Inc. to Report Q3, 2022 Results on Nov 11, 2022rakumo Inc. announced that they will report Q3, 2022 results on Nov 11, 2022
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: JP¥5.62 (vs JP¥7.50 in 2Q 2021)Second quarter 2022 results: EPS: JP¥5.62 (down from JP¥7.50 in 2Q 2021). Revenue: JP¥263.0m (up 13% from 2Q 2021). Net income: JP¥32.0m (down 24% from 2Q 2021). Profit margin: 12% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 22%, compared to a 14% growth forecast for the Software industry in Japan.
お知らせ • Jun 10rakumo Inc. to Report Q2, 2022 Results on Aug 12, 2022rakumo Inc. announced that they will report Q2, 2022 results on Aug 12, 2022
お知らせ • May 18rakumo Inc. Provides Consolidated Earnings Guidance for the Full Year Ending December 31, 2022rakumo Inc. provided consolidated earnings guidance for the full year ending December 31, 2022. For the year, the company expected net sales to be JPY 1,100 million, Operating profit to be JPY 248 million, Profit attributable to owners of parent to be JPY 190 million and Earnings per share to be JPY 33.42.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Osamu Higuchi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08rakumo Inc. to Report Q1, 2022 Results on May 13, 2022rakumo Inc. announced that they will report Q1, 2022 results on May 13, 2022
お知らせ • Feb 15rakumo Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022rakumo Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2022. For the year, the company expects net sales of JPY 1,100 million, operating profit of JPY 248 million, profit attributable to owners of parent of JPY 190 million and earnings per share of JPY 33.42.
お知らせ • Feb 12rakumo Inc., Annual General Meeting, Mar 28, 2022rakumo Inc., Annual General Meeting, Mar 28, 2022.
Reported Earnings • Feb 12Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: JP¥33.54 (up from JP¥31.30 in FY 2020). Revenue: JP¥963.0m (up 17% from FY 2020). Net income: JP¥188.0m (up 50% from FY 2020). Profit margin: 20% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 28%, compared to a 16% growth forecast for the industry in Japan.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,422, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 25x in the Software industry in Japan. Total loss to shareholders of 35% over the past year.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS JP¥11.03 (vs JP¥10.63 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥247.0m (up 12% from 3Q 2020). Net income: JP¥62.0m (up 6.9% from 3Q 2020). Profit margin: 25% (down from 26% in 3Q 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥1,778, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 29x in the Software industry in Japan.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,339, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 27x in the Software industry in Japan.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to JP¥1,519, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 30x in the Software industry in Japan.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥2,418, the stock trades at a forward P/E ratio of 70x. Average forward P/E is 36x in the Software industry in Japan.
Reported Earnings • Apr 04Full year 2020 earnings released: EPS JP¥31.30 (vs JP¥21.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥822.0m (up 24% from FY 2019). Net income: JP¥125.0m (up JP¥163.0m from FY 2019). Profit margin: 15% (up from net loss in FY 2019).
お知らせ • Mar 19rakumo Inc. to Report Q1, 2021 Results on May 14, 2021rakumo Inc. announced that they will report Q1, 2021 results on May 14, 2021
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥31.30 (vs JP¥21.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥822.0m (up 24% from FY 2019). Net income: JP¥125.0m (up JP¥163.0m from FY 2019). Profit margin: 15% (up from net loss in FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) also surpassed analyst estimates by 78%. Over the next year, revenue is forecast to grow 24%, compared to a 13% growth forecast for the Software industry in Japan.
お知らせ • Dec 24rakumo Inc. to Report Q4, 2020 Results on Feb 12, 2021rakumo Inc. announced that they will report Q4, 2020 results on Feb 12, 2021
お知らせ • Oct 04rakumo Inc. to Report Q3, 2020 Results on Nov 12, 2020rakumo Inc. announced that they will report Q3, 2020 results on Nov 12, 2020
お知らせ • Sep 29+ 1 more updaterakumo Inc. has completed an IPO in the amount of ¥1.6575 billion.rakumo Inc. has completed an IPO in the amount of ¥1.6575 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,326,000 Price\Range: ¥1250 Discount Per Security: ¥100 Transaction Features: Sponsor Backed Offering