View Past PerformanceBlueMeme バランスシートの健全性財務の健全性 基準チェック /66BlueMemeの総株主資本は¥2.6B 、総負債は¥30.0Mで、負債比率は1.2%となります。総資産と総負債はそれぞれ¥4.3Bと¥1.7Bです。 BlueMemeの EBIT は¥203.0Mで、利息カバレッジ比率-203です。現金および短期投資は¥1.8Bです。主要情報1.15%負債資本比率JP¥30.00m負債インタレスト・カバレッジ・レシオ-203x現金JP¥1.80bエクイティJP¥2.60b負債合計JP¥1.73b総資産JP¥4.33b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥637, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 14x in the IT industry in Japan. Total loss to shareholders of 68% over the past three years.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,070, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 40% over the past three years.Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥900, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 41% over the past three years.New Risk • Apr 08New 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 9.3% 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 Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). Earnings have declined by 27% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥4.06b market cap, or US$25.6m).Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,231, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 17% over the past three years.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥981, the stock trades at a trailing P/E ratio of 25.4x. Average trailing P/E is 16x in the IT industry in Japan. Total loss to shareholders of 33% over the past three years.分析記事 • Feb 16Some BlueMeme Inc. (TSE:4069) Shareholders Look For Exit As Shares Take 30% PoundingBlueMeme Inc. ( TSE:4069 ) shareholders that were waiting for something to happen have been dealt a blow with a 30...Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥2.40 (vs JP¥1.46 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.40 (up from JP¥1.46 loss in 3Q 2025). Revenue: JP¥813.0m (up 47% from 3Q 2025). Net income: JP¥8.00m (up JP¥13.0m from 3Q 2025). Profit margin: 1.0% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Dec 02BlueMeme Inc. to Report Q3, 2026 Results on Feb 13, 2026BlueMeme Inc. announced that they will report Q3, 2026 results on Feb 13, 2026Reported Earnings • Nov 17Second quarter 2026 earnings released: JP¥0.90 loss per share (vs JP¥5.25 loss in 2Q 2025)Second quarter 2026 results: JP¥0.90 loss per share (improved from JP¥5.25 loss in 2Q 2025). Revenue: JP¥799.0m (up 40% from 2Q 2025). Net loss: JP¥3.00m (loss narrowed 83% from 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.分析記事 • Nov 14BlueMeme Inc.'s (TSE:4069) 31% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioBlueMeme Inc. ( TSE:4069 ) shareholders that were waiting for something to happen have been dealt a blow with a 31...Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,439, the stock trades at a trailing P/E ratio of 48x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,782, the stock trades at a trailing P/E ratio of 59.4x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 9.1% over the past three years.お知らせ • Sep 30BlueMeme Inc. to Report Q2, 2026 Results on Nov 13, 2025BlueMeme Inc. announced that they will report Q2, 2026 results on Nov 13, 2025Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,325, the stock trades at a trailing P/E ratio of 77.5x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 40% over the past three years.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥2,327, the stock trades at a trailing P/E ratio of 77.9x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 19% over the past three years.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥20.43 (vs JP¥9.84 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥20.43 (up from JP¥9.84 loss in 1Q 2025). Revenue: JP¥901.0m (up 66% from 1Q 2025). Net income: JP¥69.0m (up JP¥102.7m from 1Q 2025). Profit margin: 7.7% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.分析記事 • Aug 14BlueMeme (TSE:4069) Will Be Hoping To Turn Its Returns On Capital AroundTSE:4069 1 Year Share Price vs Fair Value Explore BlueMeme's Fair Values from the Community and select yours What...分析記事 • Aug 14There's Reason For Concern Over BlueMeme Inc.'s (TSE:4069) Massive 26% Price JumpTSE:4069 1 Year Share Price vs Fair Value Explore BlueMeme's Fair Values from the Community and select yours BlueMeme...お知らせ • Jul 07BlueMeme Inc. to Report Q1, 2026 Results on Aug 13, 2025BlueMeme Inc. announced that they will report Q1, 2026 results on Aug 13, 2025Reported Earnings • May 17Full year 2025 earnings released: JP¥4.98 loss per share (vs JP¥50.24 profit in FY 2024)Full year 2025 results: JP¥4.98 loss per share (down from JP¥50.24 profit in FY 2024). Revenue: JP¥2.35b (down 6.3% from FY 2024). Net loss: JP¥17.0m (down 110% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • May 13BlueMeme Inc., Annual General Meeting, Jun 26, 2025BlueMeme Inc., Annual General Meeting, Jun 26, 2025.分析記事 • Apr 15Some Investors May Be Worried About BlueMeme's (TSE:4069) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...お知らせ • Mar 08BlueMeme Inc. to Report Fiscal Year 2025 Results on May 13, 2025BlueMeme Inc. announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥1.46 loss per share (vs JP¥5.80 profit in 3Q 2024)Third quarter 2025 results: JP¥1.46 loss per share (down from JP¥5.80 profit in 3Q 2024). Revenue: JP¥554.0m (down 6.6% from 3Q 2024). Net loss: JP¥5.00m (down 125% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.分析記事 • Jan 28BlueMeme Inc.'s (TSE:4069) Shares Climb 26% But Its Business Is Yet to Catch UpBlueMeme Inc. ( TSE:4069 ) shares have continued their recent momentum with a 26% gain in the last month alone. While...Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,124, the stock trades at a trailing P/E ratio of 78.2x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 43% over the past three years.分析記事 • Dec 11The Price Is Right For BlueMeme Inc. (TSE:4069)With a median price-to-sales (or "P/S") ratio of close to 1x in the IT industry in Japan, you could be forgiven for...お知らせ • Dec 03BlueMeme Inc. to Report Q3, 2025 Results on Feb 14, 2025BlueMeme Inc. announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Oct 26BlueMeme (TSE:4069) Will Want To Turn Around Its Return TrendsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Buy Or Sell Opportunity • Sep 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,057. The fair value is estimated to be JP¥1,329, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 69%.お知らせ • Sep 06+ 1 more updateBlueMeme Inc. to Report Q2, 2025 Results on Nov 14, 2024BlueMeme Inc. announced that they will report Q2, 2025 results on Nov 14, 2024Buy Or Sell Opportunity • Sep 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥1,045. The fair value is estimated to be JP¥1,336, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 69%.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,126, the stock trades at a trailing P/E ratio of 48.3x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 43% over the past three years.お知らせ • Aug 20BlueMeme Inc. (TSE:4069) announces an Equity Buyback for 100,000 shares, representing 2.79% for ¥100 million.BlueMeme Inc. (TSE:4069) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 2.79% of its share capital, for ¥100 million. The purpose of the program is to enable execution of flexible capital policy in response to changes in the business environment. The program will expire on August 20, 2025. As of August 20, 2024, the company had 3,583,946 shares in issue (excluding treasury stock) and 153,807 shares in treasury.Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥14.30 loss per share (vs JP¥12.80 profit in 1Q 2024)First quarter 2025 results: JP¥14.30 loss per share (down from JP¥12.80 profit in 1Q 2024). Revenue: JP¥516.0m (down 16% from 1Q 2024). Net loss: JP¥49.0m (down 209% from profit in 1Q 2024).Buy Or Sell Opportunity • Aug 06Now 24% overvaluedOver the last 90 days, the stock has fallen 25% to JP¥935. The fair value is estimated to be JP¥754, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has declined by 11%.分析記事 • Aug 06BlueMeme Inc.'s (TSE:4069) 27% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioBlueMeme Inc. ( TSE:4069 ) shareholders that were waiting for something to happen have been dealt a blow with a 27...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% 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 Risks Profit margins are more than 30% lower than last year (6.9% net profit margin). Market cap is less than US$100m (JP¥2.98b market cap, or US$21.0m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥870, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 57% over the past three years.お知らせ • Jul 04BlueMeme Inc. to Report Q1, 2025 Results on Aug 14, 2024BlueMeme Inc. announced that they will report Q1, 2025 results on Aug 14, 2024New Risk • Jun 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.9% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (6.9% net profit margin). Market cap is less than US$100m (JP¥4.11b market cap, or US$25.8m).Reported Earnings • Jun 01Full year 2024 earnings released: EPS: JP¥56.59 (vs JP¥65.54 in FY 2023)Full year 2024 results: EPS: JP¥56.59 (down from JP¥65.54 in FY 2023). Revenue: JP¥2.51b (up 12% from FY 2023). Net income: JP¥196.0m (down 15% from FY 2023). Profit margin: 7.8% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses.お知らせ • May 31BlueMeme Inc., Annual General Meeting, Jun 26, 2024BlueMeme Inc., Annual General Meeting, Jun 26, 2024.お知らせ • Apr 03BlueMeme Inc. to Launch New Development Service Called Agile On-Demand for OutSystems to Accelerate Enterprise Digital TransformationOn March 15, 2024, BlueMeme Inc. will launch a new development service called Agile On-demand for OutSystems to accelerate enterprise digital transformation (DX), and Mitsui Knowledge Industry Co., Ltd. ("MKI", wholly owned subsidiary of Mitsui & Co., Ltd.,) will commence sales of this service. Agile development, using low-code development technology, has the potential to rapidly complete small-scale system development projects in just a few weeks to a few months. However, with the current chronic shortage of IT human resources, promoting agile development requires the participation of external engineers. Several to dozens of engineers must be secured for a long period of time on a "man-month" based contract. Under these circumstances, Companies are faced with the challenge of building systems for securing IT human resources that are flexible and can expand and contract in line with the speed of business expansion and on-site needs.お知らせ • Mar 23BlueMeme Inc. to Report Fiscal Year 2024 Results on May 14, 2024BlueMeme Inc. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥8.99 (vs JP¥11.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.99 (down from JP¥11.66 in 3Q 2023). Revenue: JP¥610.0m (up 9.5% from 3Q 2023). Net income: JP¥31.0m (down 24% from 3Q 2023). Profit margin: 5.1% (down from 7.4% in 3Q 2023). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,254, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 19x in the IT industry in Japan. Total loss to shareholders of 30% over the past year.お知らせ • Dec 27BlueMeme Inc. (TSE:4069) announces an Equity Buyback for 48,000 shares, representing 1.39% for ¥50 million.BlueMeme Inc. (TSE:4069) announces a share repurchase program. Under the program, the company will repurchase up to 48,000 shares, representing 1.39% of its share capital, for ¥50 million. The purpose of the program is to enable execution of flexible capital policy in response to changes in the business environment. The program will expire on April 8, 2024. As of December 25, 2023, the company had 3,450,446 shares in issue (excluding treasury stock) and 112,500 shares in treasury.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,102, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 45% over the past year.お知らせ • Dec 07BlueMeme Inc. to Report Q3, 2024 Results on Feb 14, 2024BlueMeme Inc. announced that they will report Q3, 2024 results on Feb 14, 2024Valuation Update With 7 Day Price Move • Nov 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,491, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 27% over the past year.お知らせ • Sep 02BlueMeme Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024BlueMeme Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expects net sales of ¥2,650 million, operating profit of ¥310 million, profit attributable to owners of parent of ¥230 million and Earnings per share of ¥66.69.お知らせ • Sep 01BlueMeme Inc. to Report Q2, 2024 Results on Nov 14, 2023BlueMeme Inc. announced that they will report Q2, 2024 results on Nov 14, 2023Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥13.37 (vs JP¥8.63 in 1Q 2023)First quarter 2024 results: EPS: JP¥13.37 (up from JP¥8.63 in 1Q 2023). Revenue: JP¥617.0m (up 23% from 1Q 2023). Net income: JP¥47.0m (up 57% from 1Q 2023). Profit margin: 7.6% (up from 6.0% in 1Q 2023). The increase in margin was driven by higher revenue.New Risk • Aug 13New 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 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). High level of non-cash earnings (62% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥6.59b market cap, or US$45.5m).お知らせ • Jul 27Bluememe Inc. Launches Its Owned Media "LeapLeaper" as A New Communication Space Alongside Its Official Company ChannelsBlueMeme Inc. announced that on 26th July 2023 it launched its owned media "LeapLeaper" as a new communication space alongside its official company channels. "LeapLeaper" is specifically designed for the public, including engineers, and provides a diverse range of technology-related information to help them take a leap into a new future. Against this background, BlueMeme and its wholly owned subsidiary OpenModels (BlueMeme Group) have launched the owned media "LeapLeaper". This is a media platform for individuals who aspire to use technologies to leap ahead into the near future and beyond. Through a diverse range of technology-focused topics including agile development, low-code and no-code development, AI, quantum computing, and biotechnology, "LeapLeaper" actively promotes DX as creative disruption and enables individuals to leap towards new and exciting opportunities. It offers a diverse array of information that is beneficial not just for engineers, but also for those who are interested in keeping up with societal and business changes. "LeapLeaper" covers a wide range of topics, including modern work styles and mindsets that match today's trends. Moreover, the company delve into more casual subjects such as culture, society, city living, personal experiences, and hobbies. "LeapLeaper" will function as BlueMeme Group's open internal newsletter, accessible to the public. As a fresh and distinct platform, separate from existing official channels, `LeapLeaper' will cultivate communication with a diverse range of stakeholders. Name of mediaLeapLeaper ConceptThe future is a personal matter close to us - a media for those who are making the leap to a new future. Brand nameThe light, rhythmic refrain of the word, combining long and semitone sounds, creates an image of a being that keeps moving forward, lightly and repeatedly taking on the challenge of the next step. Brand logo and symbolThe brand logo has a clean and highly visible shape, centered on a combination of sharp straight lines and circles. The refrain is shown by the "L" and the symbolizes "rise, evolution and innovation". The symbol on the right of the logo is a frog. The "leapfrog" lightly leaps off the ground in a great jump towards its next destination. The visual represents such dynamism. The straight lines matching the logo are inspired by origami. The simplicity of the material represents the infinite possibilities of what it can become, depending on how it is made, just like origami. Brand colorLeap Leaper's brand color is orange, which reflects speed, lightness, fun and freshness. It provides useful information for everyone, including a wide range of non- engineers, in a colorful way.お知らせ • Jul 08BlueMeme Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024BlueMeme Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expects net sales of ¥2,650 million, operating profit of ¥310 million, profit attributable to owners of parent of ¥230 million and Earnings per share of ¥66.56.お知らせ • Jun 26BlueMeme Inc. to Report Q1, 2024 Results on Aug 14, 2023BlueMeme Inc. announced that they will report Q1, 2024 results on Aug 14, 2023Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥65.54 (vs JP¥78.41 in FY 2022)Full year 2023 results: EPS: JP¥65.54 (down from JP¥78.41 in FY 2022). Revenue: JP¥2.24b (up 16% from FY 2022). Net income: JP¥230.0m (down 9.1% from FY 2022). Profit margin: 10% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,619, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 2.3% over the past year.Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: JP¥11.66 (vs JP¥22.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.66 (down from JP¥22.92 in 3Q 2022). Revenue: JP¥557.0m (up 7.3% from 3Q 2022). Net income: JP¥41.0m (down 47% from 3Q 2022). Profit margin: 7.4% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses.お知らせ • Dec 28BlueMeme Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023BlueMeme Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 2,317 million, operating profit of JPY 390 million, profit attributable to owners of parent of JPY 259 million or JPY 74.28 basic earnings per share.お知らせ • Dec 24BlueMeme Inc. to Report Q3, 2023 Results on Feb 14, 2023BlueMeme Inc. announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.12 (vs JP¥22.92 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.12 (down from JP¥22.92 in 2Q 2022). Revenue: JP¥579.0m (up 12% from 2Q 2022). Net income: JP¥67.0m (down 14% from 2Q 2022). Profit margin: 12% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥19.12 (vs JP¥22.92 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.12 (down from JP¥22.92 in 2Q 2022). Revenue: JP¥579.0m (up 12% from 2Q 2022). Net income: JP¥67.0m (down 14% from 2Q 2022). Profit margin: 12% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses.お知らせ • Sep 18BlueMeme Inc. to Report Q2, 2023 Results on Nov 11, 2022BlueMeme Inc. announced that they will report Q2, 2023 results on Nov 11, 2022Buying Opportunity • Sep 16Now 21% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be JP¥2,239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last year, while earnings per share has been flat.お知らせ • Sep 02BlueMeme Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2022BlueMeme Inc. provided consolidated earnings guidance for the fiscal year 2022. For the period, the company expected net sales of JPY 2,317 million, operating profit of JPY 390 million, profit attributable to owners of parent of JPY 259 million and basic earnings per share of JPY 74.45.お知らせ • Aug 20BlueMeme Inc. Launches Agile-DX PlatformBlueMeme Inc. launched the "AGILE-DX Platform", a no-code BPM platform designed for non-IT personnel that follows its own development methodology, "AGILE-DX". In recent years, the rapidly growing demand for in-house system development in Japanese companies, combined with the shortage of IT personnel, has led to an increased attention to no-code platforms targeting non-IT personnel. However, as most no-code platforms create applications by combining pre-built components, they are less flexible and are more geared towards small-scale development. Low-code platforms, on the other hand, offer the same flexibility as scratch, allowing large-scale development for a wide range of purposes, but require more specialized knowledge and are better suited to engineers. The "AGILE-DX Platform" follows BlueMeme's "AGILE-DX" concept, and falls between the two, combining the advantages of no-code and low-code. "AGILE-DX" is a methodology that defines a method of requirements definition that is lacking in the generally used agile methodology. It separates requirements that are likely to change (e.g. business processes and UI) from those that are less likely to change (e.g. data used in applications such as employee information), thereby minimizing the increase in development man-hours associated with changes to requirements and enabling large-scale agile development. The "AGLIE-DX Platform" uses no-code to build the UI and business processes, enabling development by non-IT personnel who understand the actual operations, while the underlying data-related design uses low-code. This makes development simpler and quicker than low-code products and more flexible than existing no-code products. BlueMeme introduces the "AGILE-DX Platform" as a solution to encourage business users to actively participate in system development and to further accelerate the in-house system development.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥2,169, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 18% over the past year.Reported Earnings • Aug 16First quarter 2023 earnings released: EPS: JP¥8.63 (vs JP¥31.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.63 (down from JP¥31.11 in 1Q 2022). Revenue: JP¥502.0m (down 16% from 1Q 2022). Net income: JP¥30.0m (down 56% from 1Q 2022). Profit margin: 6.0% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue.お知らせ • Aug 13BlueMeme Inc. to Jointly Launch The “Digital Labor Service” With Mitsui Knowledge Industry Co., Ltd. in FY2023BlueMeme Inc. develops software that enables the expansion of automation areas in low-code system development and plans to jointly provide a "Digital Labor Service" in 2023 with Mitsui Knowledge Industry Co., Ltd. The shortage of engineers has been a bottleneck in conventional system development, and both companies recognize that even in low-code development, which enables development with a reduced workforce, there is an urgent need to establish an organizational structure that meets the rapidly increasing demand for in-house system development driven by the accelerating DX (Digital Transformation) trend. In addition, there are issues related to the use of low-code technology in the system development. For example, even if code generation is automated and programming is no longer required, it is still necessary to prepare application models describing the structure of the application. In some cases, test automation tools are used to improve test quality, but this also causes problems such as increased human effort in creating test scripts. In other words, while the use of low-code technology has increased efficiency in terms of design and coding alone, it leaves a lot of room for improvement in the entire system development process. Through this development, BlueMeme plans to automate the generation of business models and low-code design, as well as the design of test cases and the generation of test data and test scripts. This will result in further efficiency and productivity gains in low-code system development. The "Digital Labor Service" aims to increase the productivity of BlueMeme Group and MKI engineers and to deliver high-quality systems to customers quickly. Part of the service is ready for use on a trial basis, and after trials on actual projects during FY2022, full-scale provision is planned from FY2023 onwards. BlueMeme also plans to gradually add more digital labor in the future to extend the automation domain. BlueMeme and MKI aim to transform systems development from labor-intensive to knowledge- intensive through a shift towards digital business, and to build an organization that can respond quickly to more and larger projects.Buying Opportunity • Jul 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥2,284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 44%.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,775, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 44% over the past year.お知らせ • Jul 06BlueMeme Inc. to Report Q1, 2023 Results on Aug 12, 2022BlueMeme Inc. announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,478, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 18x in the IT industry in Japan.お知らせ • May 29BlueMeme Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2022BlueMeme Inc. provided consolidated earnings guidance for the fiscal year 2022. For the year, the company expected net sales to be JPY 2,317 million, Operating profit to be JPY 390 million, net profit to be JPY 259 million and Earnings per share to be JPY 74.47.お知らせ • May 18BlueMeme Inc., Annual General Meeting, Jun 28, 2022BlueMeme Inc., Annual General Meeting, Jun 28, 2022.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,951, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 18x in the IT industry in Japan.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥2,420, the stock trades at a trailing P/E ratio of 32.7x. Average trailing P/E is 18x in the IT industry in Japan.お知らせ • Apr 08BlueMeme Inc. to Report Fiscal Year 2022 Results on May 13, 2022BlueMeme Inc. announced that they will report fiscal year 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥2,095, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 18x in the IT industry in Japan.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,604, the stock trades at a trailing P/E ratio of 67.6x. Average trailing P/E is 21x in the IT industry in Japan.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,308, the stock trades at a trailing P/E ratio of 37x. Average trailing P/E is 22x in the IT industry in Japan.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,911, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 22x in the IT industry in Japan.Valuation Update With 7 Day Price Move • Jul 20Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥2,634, the stock trades at a trailing P/E ratio of 42.2x. Average trailing P/E is 31x in the Software industry in Japan.お知らせ • Jun 30BlueMeme Inc. has completed an IPO in the amount of ¥2.41392 billion.BlueMeme Inc. has completed an IPO in the amount of ¥2.41392 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 856,000 Price\Range: ¥2820 Discount Per Security: ¥225.6 Transaction Features: Sponsor Backed Offering財務状況分析短期負債: 4069の 短期資産 ( ¥3.8B ) が 短期負債 ( ¥1.7B ) を超えています。長期負債: 4069の短期資産 ( ¥3.8B ) が 長期負債 ( ¥75.0M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 4069総負債よりも多くの現金を保有しています。負債の削減: 4069の負債対資本比率は、過去 5 年間で49.8%から1.2%に減少しました。債務返済能力: 4069の負債は 営業キャッシュフロー によって 十分にカバー されています ( 270% )。インタレストカバレッジ: 4069支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 07:59終値2026/07/06 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BlueMeme 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。0
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥637, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 14x in the IT industry in Japan. Total loss to shareholders of 68% over the past three years.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,070, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 40% over the past three years.
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥900, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 41% over the past three years.
New Risk • Apr 08New 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 9.3% 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 Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). Earnings have declined by 27% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥4.06b market cap, or US$25.6m).
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,231, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 17% over the past three years.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥981, the stock trades at a trailing P/E ratio of 25.4x. Average trailing P/E is 16x in the IT industry in Japan. Total loss to shareholders of 33% over the past three years.
分析記事 • Feb 16Some BlueMeme Inc. (TSE:4069) Shareholders Look For Exit As Shares Take 30% PoundingBlueMeme Inc. ( TSE:4069 ) shareholders that were waiting for something to happen have been dealt a blow with a 30...
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥2.40 (vs JP¥1.46 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.40 (up from JP¥1.46 loss in 3Q 2025). Revenue: JP¥813.0m (up 47% from 3Q 2025). Net income: JP¥8.00m (up JP¥13.0m from 3Q 2025). Profit margin: 1.0% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 02BlueMeme Inc. to Report Q3, 2026 Results on Feb 13, 2026BlueMeme Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
Reported Earnings • Nov 17Second quarter 2026 earnings released: JP¥0.90 loss per share (vs JP¥5.25 loss in 2Q 2025)Second quarter 2026 results: JP¥0.90 loss per share (improved from JP¥5.25 loss in 2Q 2025). Revenue: JP¥799.0m (up 40% from 2Q 2025). Net loss: JP¥3.00m (loss narrowed 83% from 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 14BlueMeme Inc.'s (TSE:4069) 31% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioBlueMeme Inc. ( TSE:4069 ) shareholders that were waiting for something to happen have been dealt a blow with a 31...
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,439, the stock trades at a trailing P/E ratio of 48x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,782, the stock trades at a trailing P/E ratio of 59.4x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 9.1% over the past three years.
お知らせ • Sep 30BlueMeme Inc. to Report Q2, 2026 Results on Nov 13, 2025BlueMeme Inc. announced that they will report Q2, 2026 results on Nov 13, 2025
Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,325, the stock trades at a trailing P/E ratio of 77.5x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 40% over the past three years.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥2,327, the stock trades at a trailing P/E ratio of 77.9x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 19% over the past three years.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥20.43 (vs JP¥9.84 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥20.43 (up from JP¥9.84 loss in 1Q 2025). Revenue: JP¥901.0m (up 66% from 1Q 2025). Net income: JP¥69.0m (up JP¥102.7m from 1Q 2025). Profit margin: 7.7% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 14BlueMeme (TSE:4069) Will Be Hoping To Turn Its Returns On Capital AroundTSE:4069 1 Year Share Price vs Fair Value Explore BlueMeme's Fair Values from the Community and select yours What...
分析記事 • Aug 14There's Reason For Concern Over BlueMeme Inc.'s (TSE:4069) Massive 26% Price JumpTSE:4069 1 Year Share Price vs Fair Value Explore BlueMeme's Fair Values from the Community and select yours BlueMeme...
お知らせ • Jul 07BlueMeme Inc. to Report Q1, 2026 Results on Aug 13, 2025BlueMeme Inc. announced that they will report Q1, 2026 results on Aug 13, 2025
Reported Earnings • May 17Full year 2025 earnings released: JP¥4.98 loss per share (vs JP¥50.24 profit in FY 2024)Full year 2025 results: JP¥4.98 loss per share (down from JP¥50.24 profit in FY 2024). Revenue: JP¥2.35b (down 6.3% from FY 2024). Net loss: JP¥17.0m (down 110% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • May 13BlueMeme Inc., Annual General Meeting, Jun 26, 2025BlueMeme Inc., Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 15Some Investors May Be Worried About BlueMeme's (TSE:4069) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
お知らせ • Mar 08BlueMeme Inc. to Report Fiscal Year 2025 Results on May 13, 2025BlueMeme Inc. announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥1.46 loss per share (vs JP¥5.80 profit in 3Q 2024)Third quarter 2025 results: JP¥1.46 loss per share (down from JP¥5.80 profit in 3Q 2024). Revenue: JP¥554.0m (down 6.6% from 3Q 2024). Net loss: JP¥5.00m (down 125% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
分析記事 • Jan 28BlueMeme Inc.'s (TSE:4069) Shares Climb 26% But Its Business Is Yet to Catch UpBlueMeme Inc. ( TSE:4069 ) shares have continued their recent momentum with a 26% gain in the last month alone. While...
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,124, the stock trades at a trailing P/E ratio of 78.2x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 43% over the past three years.
分析記事 • Dec 11The Price Is Right For BlueMeme Inc. (TSE:4069)With a median price-to-sales (or "P/S") ratio of close to 1x in the IT industry in Japan, you could be forgiven for...
お知らせ • Dec 03BlueMeme Inc. to Report Q3, 2025 Results on Feb 14, 2025BlueMeme Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Oct 26BlueMeme (TSE:4069) Will Want To Turn Around Its Return TrendsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Buy Or Sell Opportunity • Sep 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,057. The fair value is estimated to be JP¥1,329, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 69%.
お知らせ • Sep 06+ 1 more updateBlueMeme Inc. to Report Q2, 2025 Results on Nov 14, 2024BlueMeme Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
Buy Or Sell Opportunity • Sep 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥1,045. The fair value is estimated to be JP¥1,336, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 69%.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,126, the stock trades at a trailing P/E ratio of 48.3x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 43% over the past three years.
お知らせ • Aug 20BlueMeme Inc. (TSE:4069) announces an Equity Buyback for 100,000 shares, representing 2.79% for ¥100 million.BlueMeme Inc. (TSE:4069) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 2.79% of its share capital, for ¥100 million. The purpose of the program is to enable execution of flexible capital policy in response to changes in the business environment. The program will expire on August 20, 2025. As of August 20, 2024, the company had 3,583,946 shares in issue (excluding treasury stock) and 153,807 shares in treasury.
Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥14.30 loss per share (vs JP¥12.80 profit in 1Q 2024)First quarter 2025 results: JP¥14.30 loss per share (down from JP¥12.80 profit in 1Q 2024). Revenue: JP¥516.0m (down 16% from 1Q 2024). Net loss: JP¥49.0m (down 209% from profit in 1Q 2024).
Buy Or Sell Opportunity • Aug 06Now 24% overvaluedOver the last 90 days, the stock has fallen 25% to JP¥935. The fair value is estimated to be JP¥754, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has declined by 11%.
分析記事 • Aug 06BlueMeme Inc.'s (TSE:4069) 27% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioBlueMeme Inc. ( TSE:4069 ) shareholders that were waiting for something to happen have been dealt a blow with a 27...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% 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 Risks Profit margins are more than 30% lower than last year (6.9% net profit margin). Market cap is less than US$100m (JP¥2.98b market cap, or US$21.0m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥870, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 57% over the past three years.
お知らせ • Jul 04BlueMeme Inc. to Report Q1, 2025 Results on Aug 14, 2024BlueMeme Inc. announced that they will report Q1, 2025 results on Aug 14, 2024
New Risk • Jun 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.9% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (6.9% net profit margin). Market cap is less than US$100m (JP¥4.11b market cap, or US$25.8m).
Reported Earnings • Jun 01Full year 2024 earnings released: EPS: JP¥56.59 (vs JP¥65.54 in FY 2023)Full year 2024 results: EPS: JP¥56.59 (down from JP¥65.54 in FY 2023). Revenue: JP¥2.51b (up 12% from FY 2023). Net income: JP¥196.0m (down 15% from FY 2023). Profit margin: 7.8% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses.
お知らせ • May 31BlueMeme Inc., Annual General Meeting, Jun 26, 2024BlueMeme Inc., Annual General Meeting, Jun 26, 2024.
お知らせ • Apr 03BlueMeme Inc. to Launch New Development Service Called Agile On-Demand for OutSystems to Accelerate Enterprise Digital TransformationOn March 15, 2024, BlueMeme Inc. will launch a new development service called Agile On-demand for OutSystems to accelerate enterprise digital transformation (DX), and Mitsui Knowledge Industry Co., Ltd. ("MKI", wholly owned subsidiary of Mitsui & Co., Ltd.,) will commence sales of this service. Agile development, using low-code development technology, has the potential to rapidly complete small-scale system development projects in just a few weeks to a few months. However, with the current chronic shortage of IT human resources, promoting agile development requires the participation of external engineers. Several to dozens of engineers must be secured for a long period of time on a "man-month" based contract. Under these circumstances, Companies are faced with the challenge of building systems for securing IT human resources that are flexible and can expand and contract in line with the speed of business expansion and on-site needs.
お知らせ • Mar 23BlueMeme Inc. to Report Fiscal Year 2024 Results on May 14, 2024BlueMeme Inc. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥8.99 (vs JP¥11.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.99 (down from JP¥11.66 in 3Q 2023). Revenue: JP¥610.0m (up 9.5% from 3Q 2023). Net income: JP¥31.0m (down 24% from 3Q 2023). Profit margin: 5.1% (down from 7.4% in 3Q 2023). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,254, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 19x in the IT industry in Japan. Total loss to shareholders of 30% over the past year.
お知らせ • Dec 27BlueMeme Inc. (TSE:4069) announces an Equity Buyback for 48,000 shares, representing 1.39% for ¥50 million.BlueMeme Inc. (TSE:4069) announces a share repurchase program. Under the program, the company will repurchase up to 48,000 shares, representing 1.39% of its share capital, for ¥50 million. The purpose of the program is to enable execution of flexible capital policy in response to changes in the business environment. The program will expire on April 8, 2024. As of December 25, 2023, the company had 3,450,446 shares in issue (excluding treasury stock) and 112,500 shares in treasury.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,102, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 45% over the past year.
お知らせ • Dec 07BlueMeme Inc. to Report Q3, 2024 Results on Feb 14, 2024BlueMeme Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,491, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 27% over the past year.
お知らせ • Sep 02BlueMeme Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024BlueMeme Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expects net sales of ¥2,650 million, operating profit of ¥310 million, profit attributable to owners of parent of ¥230 million and Earnings per share of ¥66.69.
お知らせ • Sep 01BlueMeme Inc. to Report Q2, 2024 Results on Nov 14, 2023BlueMeme Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥13.37 (vs JP¥8.63 in 1Q 2023)First quarter 2024 results: EPS: JP¥13.37 (up from JP¥8.63 in 1Q 2023). Revenue: JP¥617.0m (up 23% from 1Q 2023). Net income: JP¥47.0m (up 57% from 1Q 2023). Profit margin: 7.6% (up from 6.0% in 1Q 2023). The increase in margin was driven by higher revenue.
New Risk • Aug 13New 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 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). High level of non-cash earnings (62% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥6.59b market cap, or US$45.5m).
お知らせ • Jul 27Bluememe Inc. Launches Its Owned Media "LeapLeaper" as A New Communication Space Alongside Its Official Company ChannelsBlueMeme Inc. announced that on 26th July 2023 it launched its owned media "LeapLeaper" as a new communication space alongside its official company channels. "LeapLeaper" is specifically designed for the public, including engineers, and provides a diverse range of technology-related information to help them take a leap into a new future. Against this background, BlueMeme and its wholly owned subsidiary OpenModels (BlueMeme Group) have launched the owned media "LeapLeaper". This is a media platform for individuals who aspire to use technologies to leap ahead into the near future and beyond. Through a diverse range of technology-focused topics including agile development, low-code and no-code development, AI, quantum computing, and biotechnology, "LeapLeaper" actively promotes DX as creative disruption and enables individuals to leap towards new and exciting opportunities. It offers a diverse array of information that is beneficial not just for engineers, but also for those who are interested in keeping up with societal and business changes. "LeapLeaper" covers a wide range of topics, including modern work styles and mindsets that match today's trends. Moreover, the company delve into more casual subjects such as culture, society, city living, personal experiences, and hobbies. "LeapLeaper" will function as BlueMeme Group's open internal newsletter, accessible to the public. As a fresh and distinct platform, separate from existing official channels, `LeapLeaper' will cultivate communication with a diverse range of stakeholders. Name of mediaLeapLeaper ConceptThe future is a personal matter close to us - a media for those who are making the leap to a new future. Brand nameThe light, rhythmic refrain of the word, combining long and semitone sounds, creates an image of a being that keeps moving forward, lightly and repeatedly taking on the challenge of the next step. Brand logo and symbolThe brand logo has a clean and highly visible shape, centered on a combination of sharp straight lines and circles. The refrain is shown by the "L" and the symbolizes "rise, evolution and innovation". The symbol on the right of the logo is a frog. The "leapfrog" lightly leaps off the ground in a great jump towards its next destination. The visual represents such dynamism. The straight lines matching the logo are inspired by origami. The simplicity of the material represents the infinite possibilities of what it can become, depending on how it is made, just like origami. Brand colorLeap Leaper's brand color is orange, which reflects speed, lightness, fun and freshness. It provides useful information for everyone, including a wide range of non- engineers, in a colorful way.
お知らせ • Jul 08BlueMeme Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024BlueMeme Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expects net sales of ¥2,650 million, operating profit of ¥310 million, profit attributable to owners of parent of ¥230 million and Earnings per share of ¥66.56.
お知らせ • Jun 26BlueMeme Inc. to Report Q1, 2024 Results on Aug 14, 2023BlueMeme Inc. announced that they will report Q1, 2024 results on Aug 14, 2023
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥65.54 (vs JP¥78.41 in FY 2022)Full year 2023 results: EPS: JP¥65.54 (down from JP¥78.41 in FY 2022). Revenue: JP¥2.24b (up 16% from FY 2022). Net income: JP¥230.0m (down 9.1% from FY 2022). Profit margin: 10% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,619, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 2.3% over the past year.
Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: JP¥11.66 (vs JP¥22.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.66 (down from JP¥22.92 in 3Q 2022). Revenue: JP¥557.0m (up 7.3% from 3Q 2022). Net income: JP¥41.0m (down 47% from 3Q 2022). Profit margin: 7.4% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses.
お知らせ • Dec 28BlueMeme Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023BlueMeme Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 2,317 million, operating profit of JPY 390 million, profit attributable to owners of parent of JPY 259 million or JPY 74.28 basic earnings per share.
お知らせ • Dec 24BlueMeme Inc. to Report Q3, 2023 Results on Feb 14, 2023BlueMeme Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.12 (vs JP¥22.92 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.12 (down from JP¥22.92 in 2Q 2022). Revenue: JP¥579.0m (up 12% from 2Q 2022). Net income: JP¥67.0m (down 14% from 2Q 2022). Profit margin: 12% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥19.12 (vs JP¥22.92 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.12 (down from JP¥22.92 in 2Q 2022). Revenue: JP¥579.0m (up 12% from 2Q 2022). Net income: JP¥67.0m (down 14% from 2Q 2022). Profit margin: 12% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses.
お知らせ • Sep 18BlueMeme Inc. to Report Q2, 2023 Results on Nov 11, 2022BlueMeme Inc. announced that they will report Q2, 2023 results on Nov 11, 2022
Buying Opportunity • Sep 16Now 21% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be JP¥2,239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last year, while earnings per share has been flat.
お知らせ • Sep 02BlueMeme Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2022BlueMeme Inc. provided consolidated earnings guidance for the fiscal year 2022. For the period, the company expected net sales of JPY 2,317 million, operating profit of JPY 390 million, profit attributable to owners of parent of JPY 259 million and basic earnings per share of JPY 74.45.
お知らせ • Aug 20BlueMeme Inc. Launches Agile-DX PlatformBlueMeme Inc. launched the "AGILE-DX Platform", a no-code BPM platform designed for non-IT personnel that follows its own development methodology, "AGILE-DX". In recent years, the rapidly growing demand for in-house system development in Japanese companies, combined with the shortage of IT personnel, has led to an increased attention to no-code platforms targeting non-IT personnel. However, as most no-code platforms create applications by combining pre-built components, they are less flexible and are more geared towards small-scale development. Low-code platforms, on the other hand, offer the same flexibility as scratch, allowing large-scale development for a wide range of purposes, but require more specialized knowledge and are better suited to engineers. The "AGILE-DX Platform" follows BlueMeme's "AGILE-DX" concept, and falls between the two, combining the advantages of no-code and low-code. "AGILE-DX" is a methodology that defines a method of requirements definition that is lacking in the generally used agile methodology. It separates requirements that are likely to change (e.g. business processes and UI) from those that are less likely to change (e.g. data used in applications such as employee information), thereby minimizing the increase in development man-hours associated with changes to requirements and enabling large-scale agile development. The "AGLIE-DX Platform" uses no-code to build the UI and business processes, enabling development by non-IT personnel who understand the actual operations, while the underlying data-related design uses low-code. This makes development simpler and quicker than low-code products and more flexible than existing no-code products. BlueMeme introduces the "AGILE-DX Platform" as a solution to encourage business users to actively participate in system development and to further accelerate the in-house system development.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥2,169, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 18% over the past year.
Reported Earnings • Aug 16First quarter 2023 earnings released: EPS: JP¥8.63 (vs JP¥31.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.63 (down from JP¥31.11 in 1Q 2022). Revenue: JP¥502.0m (down 16% from 1Q 2022). Net income: JP¥30.0m (down 56% from 1Q 2022). Profit margin: 6.0% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue.
お知らせ • Aug 13BlueMeme Inc. to Jointly Launch The “Digital Labor Service” With Mitsui Knowledge Industry Co., Ltd. in FY2023BlueMeme Inc. develops software that enables the expansion of automation areas in low-code system development and plans to jointly provide a "Digital Labor Service" in 2023 with Mitsui Knowledge Industry Co., Ltd. The shortage of engineers has been a bottleneck in conventional system development, and both companies recognize that even in low-code development, which enables development with a reduced workforce, there is an urgent need to establish an organizational structure that meets the rapidly increasing demand for in-house system development driven by the accelerating DX (Digital Transformation) trend. In addition, there are issues related to the use of low-code technology in the system development. For example, even if code generation is automated and programming is no longer required, it is still necessary to prepare application models describing the structure of the application. In some cases, test automation tools are used to improve test quality, but this also causes problems such as increased human effort in creating test scripts. In other words, while the use of low-code technology has increased efficiency in terms of design and coding alone, it leaves a lot of room for improvement in the entire system development process. Through this development, BlueMeme plans to automate the generation of business models and low-code design, as well as the design of test cases and the generation of test data and test scripts. This will result in further efficiency and productivity gains in low-code system development. The "Digital Labor Service" aims to increase the productivity of BlueMeme Group and MKI engineers and to deliver high-quality systems to customers quickly. Part of the service is ready for use on a trial basis, and after trials on actual projects during FY2022, full-scale provision is planned from FY2023 onwards. BlueMeme also plans to gradually add more digital labor in the future to extend the automation domain. BlueMeme and MKI aim to transform systems development from labor-intensive to knowledge- intensive through a shift towards digital business, and to build an organization that can respond quickly to more and larger projects.
Buying Opportunity • Jul 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥2,284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 44%.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,775, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 44% over the past year.
お知らせ • Jul 06BlueMeme Inc. to Report Q1, 2023 Results on Aug 12, 2022BlueMeme Inc. announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,478, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 18x in the IT industry in Japan.
お知らせ • May 29BlueMeme Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2022BlueMeme Inc. provided consolidated earnings guidance for the fiscal year 2022. For the year, the company expected net sales to be JPY 2,317 million, Operating profit to be JPY 390 million, net profit to be JPY 259 million and Earnings per share to be JPY 74.47.
お知らせ • May 18BlueMeme Inc., Annual General Meeting, Jun 28, 2022BlueMeme Inc., Annual General Meeting, Jun 28, 2022.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,951, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 18x in the IT industry in Japan.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥2,420, the stock trades at a trailing P/E ratio of 32.7x. Average trailing P/E is 18x in the IT industry in Japan.
お知らせ • Apr 08BlueMeme Inc. to Report Fiscal Year 2022 Results on May 13, 2022BlueMeme Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥2,095, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 18x in the IT industry in Japan.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,604, the stock trades at a trailing P/E ratio of 67.6x. Average trailing P/E is 21x in the IT industry in Japan.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,308, the stock trades at a trailing P/E ratio of 37x. Average trailing P/E is 22x in the IT industry in Japan.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,911, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 22x in the IT industry in Japan.
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥2,634, the stock trades at a trailing P/E ratio of 42.2x. Average trailing P/E is 31x in the Software industry in Japan.
お知らせ • Jun 30BlueMeme Inc. has completed an IPO in the amount of ¥2.41392 billion.BlueMeme Inc. has completed an IPO in the amount of ¥2.41392 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 856,000 Price\Range: ¥2820 Discount Per Security: ¥225.6 Transaction Features: Sponsor Backed Offering