Densan System Holdings（4072）株式概要電算システムホールディングス株式会社は、その子会社とともに、日本国内で情報提供・回収代行サービスを提供している。 詳細4072 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績5/6財務の健全性5/6配当金5/6報酬当社が推定した公正価値より45.9%で取引されている 収益は年間3.94%増加すると予測されています 過去1年間で収益は57.3%増加しました 3.51%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、4072 、リスクは検出されなかった。すべてのリスクチェックを見る4072 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.85k9.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture090b2016201920222025202620282031Revenue JP¥90.2bEarnings JP¥3.8bAdvancedSet Fair ValueView all narrativesDensan System Holdings Co., Ltd. 競合他社CoreSymbol: TSE:2359Market cap: JP¥30.2bBusiness Brain Showa-OtaSymbol: TSE:9658Market cap: JP¥31.6boRoSymbol: TSE:3983Market cap: JP¥31.0bCAC HoldingsSymbol: TSE:4725Market cap: JP¥30.6b価格と性能株価の高値、安値、推移の概要Densan System Holdings過去の株価現在の株価JP¥2,848.0052週高値JP¥5,090.0052週安値JP¥2,487.00ベータ0.201ヶ月の変化-5.00%3ヶ月変化-6.62%1年変化13.83%3年間の変化-11.14%5年間の変化-5.54%IPOからの変化624.68%最新ニュースReported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥82.90 (vs JP¥76.86 in 1Q 2025)First quarter 2026 results: EPS: JP¥82.90 (up from JP¥76.86 in 1Q 2025). Revenue: JP¥17.2b (up 11% from 1Q 2025). Net income: JP¥888.0m (up 8.3% from 1Q 2025). Profit margin: 5.2% (down from 5.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th June 2026 Payment date: 14th September 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 30Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥271 (up from JP¥174 in FY 2024). Revenue: JP¥68.1b (up 11% from FY 2024). Net income: JP¥2.90b (up 56% from FY 2024). Profit margin: 4.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.分析記事 • Feb 16Statutory Profit Doesn't Reflect How Good Densan System Holdings' (TSE:4072) Earnings AreThe subdued stock price reaction suggests that Densan System Holdings Co., Ltd.'s ( TSE:4072 ) strong earnings didn't...Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥271 (up from JP¥174 in FY 2024). Revenue: JP¥68.1b (up 11% from FY 2024). Net income: JP¥2.90b (up 56% from FY 2024). Profit margin: 4.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Feb 09Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2026Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2026.最新情報をもっと見るRecent updatesReported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥82.90 (vs JP¥76.86 in 1Q 2025)First quarter 2026 results: EPS: JP¥82.90 (up from JP¥76.86 in 1Q 2025). Revenue: JP¥17.2b (up 11% from 1Q 2025). Net income: JP¥888.0m (up 8.3% from 1Q 2025). Profit margin: 5.2% (down from 5.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th June 2026 Payment date: 14th September 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 30Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥271 (up from JP¥174 in FY 2024). Revenue: JP¥68.1b (up 11% from FY 2024). Net income: JP¥2.90b (up 56% from FY 2024). Profit margin: 4.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.分析記事 • Feb 16Statutory Profit Doesn't Reflect How Good Densan System Holdings' (TSE:4072) Earnings AreThe subdued stock price reaction suggests that Densan System Holdings Co., Ltd.'s ( TSE:4072 ) strong earnings didn't...Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥271 (up from JP¥174 in FY 2024). Revenue: JP¥68.1b (up 11% from FY 2024). Net income: JP¥2.90b (up 56% from FY 2024). Profit margin: 4.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Feb 09Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2026Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).お知らせ • Dec 05Densan System Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Feb 09, 2026Densan System Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Feb 09, 2026お知らせ • Nov 18Densan System Holdings Co., Ltd. (TSE:4072) acquired Unyte Co., Ltd.Densan System Holdings Co., Ltd. (TSE:4072) acquired Unyte Co., Ltd. on November 18, 2025. As part of the acquisition, Densan System Holdings Co., Ltd. acquired all of the outstanding shares of Unyte Co., Ltd. Densan System Holdings Co., Ltd. (TSE:4072) completed the acquisition of Unyte Co., Ltd. on November 18, 2025.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: JP¥91.92 (vs JP¥22.45 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥91.92 (up from JP¥22.45 loss in 3Q 2024). Revenue: JP¥17.9b (up 21% from 3Q 2024). Net income: JP¥983.0m (up JP¥1.22b from 3Q 2024). Profit margin: 5.5% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Price Target Changed • Sep 19Price target increased by 27% to JP¥4,200Up from JP¥3,300, the current price target is provided by 1 analyst. New target price is 10% above last closing price of JP¥3,815. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥243 for next year compared to JP¥174 last year.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,815, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 83% over the past three years.Declared Dividend • Sep 13First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 02Densan System Holdings Co., Ltd. to Report Q3, 2025 Results on Nov 11, 2025Densan System Holdings Co., Ltd. announced that they will report Q3, 2025 results on Nov 11, 2025Buy Or Sell Opportunity • Aug 26Now 28% undervaluedOver the last 90 days, the stock has risen 63% to JP¥4,090. The fair value is estimated to be JP¥5,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.お知らせ • Aug 23An undisclosed buyer acquired Micro Research Ltd. from Densan System Holdings Co., Ltd. (TSE:4072).An undisclosed buyer acquired Micro Research Ltd. from Densan System Holdings Co., Ltd. (TSE:4072) on August 22, 2025. Micro Research Ltd. will no longer be a consolidated subsidiary of Densan System Holdings Co., Ltd. after the completion. An undisclosed buyer completed the acquisition of Micro Research Ltd. from Densan System Holdings Co., Ltd. (TSE:4072) on August 22, 2025.分析記事 • Aug 19Densan System Holdings Co., Ltd.'s (TSE:4072) 25% Jump Shows Its Popularity With InvestorsThe Densan System Holdings Co., Ltd. ( TSE:4072 ) share price has done very well over the last month, posting an...Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥3,205, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 43% over the past three years.New Risk • Aug 18New 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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: JP¥40.44 (vs JP¥28.20 in 2Q 2024)Second quarter 2025 results: EPS: JP¥40.44 (up from JP¥28.20 in 2Q 2024). Revenue: JP¥16.7b (up 7.3% from 2Q 2024). Net income: JP¥432.0m (up 44% from 2Q 2024). Profit margin: 2.6% (up from 1.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 10 September 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).お知らせ • Jun 03Densan System Holdings Co., Ltd. to Report Q2, 2025 Results on Aug 12, 2025Densan System Holdings Co., Ltd. announced that they will report Q2, 2025 results on Aug 12, 2025分析記事 • May 18Densan System Holdings (TSE:4072) Has Announced A Dividend Of ¥40.00Densan System Holdings Co., Ltd.'s ( TSE:4072 ) investors are due to receive a payment of ¥40.00 per share on 10th of...Reported Earnings • May 17First quarter 2025 earnings released: EPS: JP¥76.86 (vs JP¥73.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥76.86 (up from JP¥73.96 in 1Q 2024). Revenue: JP¥15.5b (up 6.0% from 1Q 2024). Net income: JP¥820.0m (up 4.3% from 1Q 2024). Profit margin: 5.3% (down from 5.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Apr 11Densan System Holdings (TSE:4072) Is Due To Pay A Dividend Of ¥40.00The board of Densan System Holdings Co., Ltd. ( TSE:4072 ) has announced that it will pay a dividend on the 10th of...Declared Dividend • Apr 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th June 2025 Payment date: 10th September 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 78% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,160, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 13% over the past three years.お知らせ • Mar 01Densan System Holdings Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Densan System Holdings Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025分析記事 • Feb 17We Think You Can Look Beyond Densan System Holdings' (TSE:4072) Lackluster EarningsThe market was pleased with the recent earnings report from Densan System Holdings Co., Ltd. ( TSE:4072 ), despite the...Buy Or Sell Opportunity • Feb 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to JP¥2,437. The fair value is estimated to be JP¥3,080, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 8.1%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.Reported Earnings • Feb 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥174 (down from JP¥188 in FY 2023). Revenue: JP¥61.3b (up 2.8% from FY 2023). Net income: JP¥1.85b (down 7.7% from FY 2023). Profit margin: 3.0% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Feb 10Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2025Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2025.Upcoming Dividend • Dec 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 27 March 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).分析記事 • Dec 20Densan System Holdings (TSE:4072) Has Announced That It Will Be Increasing Its Dividend To ¥40.00Densan System Holdings Co., Ltd.'s ( TSE:4072 ) dividend will be increasing from last year's payment of the same period...分析記事 • Dec 03Densan System Holdings' (TSE:4072) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Densan System Holdings Co., Ltd. ( TSE:4072 ) has announced that it will be paying its dividend of ¥40.00...お知らせ • Dec 03Densan System Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Feb 10, 2025Densan System Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Feb 10, 2025Reported Earnings • Nov 13Third quarter 2024 earnings released: JP¥22.45 loss per share (vs JP¥64.11 profit in 3Q 2023)Third quarter 2024 results: JP¥22.45 loss per share (down from JP¥64.11 profit in 3Q 2023). Revenue: JP¥14.9b (up 4.1% from 3Q 2023). Net loss: JP¥239.0m (down 135% from profit in 3Q 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.分析記事 • Nov 12Densan System Holdings (TSE:4072) Is Increasing Its Dividend To ¥40.00Densan System Holdings Co., Ltd.'s ( TSE:4072 ) dividend will be increasing from last year's payment of the same period...お知らせ • Nov 12+ 1 more updateDensan System Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2024Densan System Holdings Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2024. For the year-end, the company expects to pay dividend of JPY 40 per share compared to JPY 19 per share a year ago.Price Target Changed • Oct 24Price target decreased by 8.3% to JP¥3,300Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 26% above last closing price of JP¥2,625. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of JP¥254 for next year compared to JP¥188 last year.分析記事 • Aug 27Densan System Holdings (TSE:4072) Is Increasing Its Dividend To ¥40.00Densan System Holdings Co., Ltd. ( TSE:4072 ) will increase its dividend from last year's comparable payment on the...お知らせ • Aug 27Densan System Holdings Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Densan System Holdings Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥28.20 (vs JP¥58.13 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.20 (down from JP¥58.13 in 2Q 2023). Revenue: JP¥15.6b (up 2.0% from 2Q 2023). Net income: JP¥300.0m (down 52% from 2Q 2023). Profit margin: 1.9% (down from 4.1% in 2Q 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Aug 12Densan System Holdings (TSE:4072) Will Pay A Larger Dividend Than Last Year At ¥40.00Densan System Holdings Co., Ltd. ( TSE:4072 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Aug 12Dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th December 2024 Payment date: 27th March 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 05Densan System Holdings Co., Ltd. (TSE:4072) Screens Well But There Might Be A CatchWith a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,315, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 9.6% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 11 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).分析記事 • Jun 10Densan System Holdings (TSE:4072) Is Paying Out A Larger Dividend Than Last YearDensan System Holdings Co., Ltd. ( TSE:4072 ) will increase its dividend from last year's comparable payment on the...Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥73.96 (vs JP¥71.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥73.96 (up from JP¥71.65 in 1Q 2023). Revenue: JP¥14.7b (flat on 1Q 2023). Net income: JP¥786.0m (up 1.7% from 1Q 2023). Profit margin: 5.4% (up from 5.3% in 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Apr 25Densan System Holdings' (TSE:4072) Upcoming Dividend Will Be Larger Than Last Year'sDensan System Holdings Co., Ltd. ( TSE:4072 ) will increase its dividend from last year's comparable payment on the...分析記事 • Apr 11Densan System Holdings (TSE:4072) Has Announced That It Will Be Increasing Its Dividend To ¥20.00The board of Densan System Holdings Co., Ltd. ( TSE:4072 ) has announced that it will be paying its dividend of ¥20.00...Declared Dividend • Apr 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th June 2024 Payment date: 11th September 2024 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 6.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Apr 03There May Be Some Bright Spots In Densan System Holdings' (TSE:4072) EarningsSoft earnings didn't appear to concern Densan System Holdings Co., Ltd.'s ( TSE:4072 ) shareholders over the last week...お知らせ • Mar 28Densan System Holdings Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Densan System Holdings Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024お知らせ • Feb 11Densan System Holdings Co., Ltd., Annual General Meeting, Mar 26, 2024Densan System Holdings Co., Ltd., Annual General Meeting, Mar 26, 2024.Reported Earnings • Feb 10Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥188 (down from JP¥218 in FY 2022). Revenue: JP¥59.6b (up 11% from FY 2022). Net income: JP¥2.00b (down 15% from FY 2022). Profit margin: 3.4% (down from 4.4% in FY 2022). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 21Upcoming dividend of JP¥19.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).お知らせ • Dec 05Densan System Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Feb 09, 2024Densan System Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Feb 09, 2024Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: JP¥64.11 (vs JP¥44.30 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.11 (up from JP¥44.30 in 3Q 2022). Revenue: JP¥14.3b (up 11% from 3Q 2022). Net income: JP¥680.0m (up 42% from 3Q 2022). Profit margin: 4.8% (up from 3.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% 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 • Aug 27Densan System Holdings Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Densan System Holdings Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,672, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 28% over the past three years.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥58.13 (vs JP¥31.98 in 2Q 2022)Second quarter 2023 results: EPS: JP¥58.13 (up from JP¥31.98 in 2Q 2022). Revenue: JP¥15.3b (up 15% from 2Q 2022). Net income: JP¥622.0m (up 80% from 2Q 2022). Profit margin: 4.1% (up from 2.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥18.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 12 September 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).お知らせ • May 28Densan System Holdings Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Densan System Holdings Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥71.65 (vs JP¥52.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥71.65 (up from JP¥52.11 in 1Q 2022). Revenue: JP¥14.6b (up 24% from 1Q 2022). Net income: JP¥773.0m (up 38% from 1Q 2022). Profit margin: 5.3% (up from 4.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,115, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 9.4% over the past three years.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥218 (vs JP¥183 in FY 2021)Full year 2022 results: EPS: JP¥218 (up from JP¥183 in FY 2021). Revenue: JP¥53.5b (up 6.2% from FY 2021). Net income: JP¥2.35b (up 19% from FY 2021). Profit margin: 4.4% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Mar 20Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥3,100, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 4.4%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 7.9% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,524, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 1.6% over the past three years.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥218 (vs JP¥183 in FY 2021)Full year 2022 results: EPS: JP¥218 (up from JP¥183 in FY 2021). Revenue: JP¥53.5b (up 6.2% from FY 2021). Net income: JP¥2.35b (up 19% from FY 2021). Profit margin: 4.4% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Feb 12Densan System Holdings Co., Ltd., Annual General Meeting, Mar 24, 2023Densan System Holdings Co., Ltd., Annual General Meeting, Mar 24, 2023.Buying Opportunity • Feb 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥2,694, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 3.7%.お知らせ • Jan 18Densan System Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Densan System Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.7%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥44.30 (vs JP¥32.44 in 3Q 2021)Third quarter 2022 results: EPS: JP¥44.30 (up from JP¥32.44 in 3Q 2021). Revenue: JP¥12.8b (up 9.2% from 3Q 2021). Net income: JP¥478.0m (up 37% from 3Q 2021). Profit margin: 3.7% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. 2 independent directors (9 non-independent directors). Head of Business Affairs of Administration Division & Director Haruto Goto was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 13+ 1 more updateDensan System Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Densan System Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected net sales of JPY 55,500 million, operating profit of JPY 3,270 million, profit attributable to owners of parent of JPY 2,247 million and basic earnings per share of JPY 208.35.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥44.30 (vs JP¥32.44 in 3Q 2021)Third quarter 2022 results: EPS: JP¥44.30 (up from JP¥32.44 in 3Q 2021). Revenue: JP¥12.8b (up 9.2% from 3Q 2021). Net income: JP¥478.0m (up 37% from 3Q 2021). Profit margin: 3.7% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Aug 12+ 2 more updatesDensan System Holdings Co., Ltd. Declares Dividend for the Second Quarter Ended on June 30, 2022, Payable on September 12, 2022Densan System Holdings Co., Ltd. declared dividend of JPY 17.00 per for the 2nd quarter-end on June 30, 2022. Scheduled date to commence dividend payments on September 12, 2022.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥31.98 (vs JP¥32.60 in 2Q 2021)Second quarter 2022 results: EPS: JP¥31.98 (down from JP¥32.60 in 2Q 2021). Revenue: JP¥13.3b (up 15% from 2Q 2021). Net income: JP¥345.0m (down 1.9% from 2Q 2021). Profit margin: 2.6% (down from 3.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.6%, compared to a 11% growth forecast for the industry in Japan. 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 6% per year, which means it is significantly lagging earnings.お知らせ • Jun 23Densan System Holdings Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Densan System Holdings Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022Upcoming Dividend • Jun 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.7%).お知らせ • May 13+ 2 more updatesDensan System Co., Ltd. Provides Dividend Guidance for the Half Year of Fiscal Year Ending December 31, 2022Densan System Co., Ltd. provided dividend guidance for the half year of fiscal year ending December 31, 2022. For the half year, the company expects interim dividend of JPY 17.00 per share against JPY 00 per share paid a year ago.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. 2 independent directors (9 non-independent directors). Head of Business Affairs of Administration Division & Director Haruto Goto was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 07Densan System Holdings Co., Ltd. to Report Q1, 2022 Results on May 11, 2022Densan System Holdings Co., Ltd. announced that they will report Q1, 2022 results on May 11, 2022お知らせ • Feb 12Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2022Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2022.Upcoming Dividend • Dec 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 26 March 2022. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.3%).Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS JP¥32.60 (vs JP¥31.89 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥11.6b (up 8.3% from 2Q 2020). Net income: JP¥351.6m (up 13% from 2Q 2020). Profit margin: 3.0% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.株主還元4072JP ITJP 市場7D0.6%0.1%-3.1%1Y13.8%-4.9%38.2%株主還元を見る業界別リターン: 4072過去 1 年間で-4.9 % の収益を上げたJP IT業界を上回りました。リターン対市場: 4072は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。価格変動Is 4072's price volatile compared to industry and market?4072 volatility4072 Average Weekly Movement4.8%IT Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 4072 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 4072の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19671,036Ryoji Kobayashiwww.ds-hd.co.jp電算システムホールディングス株式会社は、その子会社とともに、日本で情報提供サービスや集金代行サービスを提供している。データ処理、システム・インテグレーション、ソフトウェア開発などのソリューションを提供し、統合決済、支払受付、決済サービス、情報技術サービスを含む。また、クラウドサービス、データエントリー業務、デジタル・信用保証型決済サービス、決済処理システム、コンピュータシステムの開発・保守・運用・品質検査、情報システムの企画・設計・管理・運用・コンサルティング、コンピュータ関連機器・周辺機器の販売、情報処理に関連する労働者派遣事業なども行っている。また、石油販売業向けASPシステムの企画・開発・運用・販売、ITコンサルティング、Webサイト設計・構築、システム設計・構築、インターネットサービス運営、インターネット情報提供、サイバーセキュリティ製品の輸入・販売、サイバーセキュリティビジネスコンサルティング、光ファイバー・マルチメディア・データ通信システムなどの事業も手掛けている。旧社名はデンサンシステム株式会社で、2021年7月にデンサンシステムホールディングス株式会社に社名変更した。同社は1967年に設立され、日本の岐阜県に本社を置いている。もっと見るDensan System Holdings Co., Ltd. 基礎のまとめDensan System Holdings の収益と売上を時価総額と比較するとどうか。4072 基礎統計学時価総額JP¥29.86b収益（TTM）JP¥2.96b売上高(TTM)JP¥69.82b10.3xPER（株価収益率0.4xP/Sレシオ4072 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4072 損益計算書（TTM）収益JP¥69.82b売上原価JP¥58.55b売上総利益JP¥11.27bその他の費用JP¥8.30b収益JP¥2.96b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）276.75グロス・マージン16.14%純利益率4.25%有利子負債／自己資本比率14.7%4072 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.5%現在の配当利回り32%配当性向4072 配当は確実ですか？4072 配当履歴とベンチマークを見る4072 、いつまでに購入すれば配当金を受け取れますか？Densan System Holdings 配当日配当落ち日Jun 29 2026配当支払日Sep 14 2026配当落ちまでの日数39 days配当支払日までの日数116 days4072 配当は確実ですか？4072 配当履歴とベンチマークを見るView Valuation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2026/05/21 09:12終値2026/05/21 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Densan System Holdings Co., Ltd. 1 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。3 アナリスト機関Richard KoKGI Securities Co. Ltd.Hiroshi NarikawaTIWKoichiro HagiwaraTokai Tokyo Intelligence Laboratory Co., Ltd.
Reported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥82.90 (vs JP¥76.86 in 1Q 2025)First quarter 2026 results: EPS: JP¥82.90 (up from JP¥76.86 in 1Q 2025). Revenue: JP¥17.2b (up 11% from 1Q 2025). Net income: JP¥888.0m (up 8.3% from 1Q 2025). Profit margin: 5.2% (down from 5.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th June 2026 Payment date: 14th September 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 30Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥271 (up from JP¥174 in FY 2024). Revenue: JP¥68.1b (up 11% from FY 2024). Net income: JP¥2.90b (up 56% from FY 2024). Profit margin: 4.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
分析記事 • Feb 16Statutory Profit Doesn't Reflect How Good Densan System Holdings' (TSE:4072) Earnings AreThe subdued stock price reaction suggests that Densan System Holdings Co., Ltd.'s ( TSE:4072 ) strong earnings didn't...
Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥271 (up from JP¥174 in FY 2024). Revenue: JP¥68.1b (up 11% from FY 2024). Net income: JP¥2.90b (up 56% from FY 2024). Profit margin: 4.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Feb 09Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2026Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2026.
Reported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥82.90 (vs JP¥76.86 in 1Q 2025)First quarter 2026 results: EPS: JP¥82.90 (up from JP¥76.86 in 1Q 2025). Revenue: JP¥17.2b (up 11% from 1Q 2025). Net income: JP¥888.0m (up 8.3% from 1Q 2025). Profit margin: 5.2% (down from 5.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th June 2026 Payment date: 14th September 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 30Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥271 (up from JP¥174 in FY 2024). Revenue: JP¥68.1b (up 11% from FY 2024). Net income: JP¥2.90b (up 56% from FY 2024). Profit margin: 4.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
分析記事 • Feb 16Statutory Profit Doesn't Reflect How Good Densan System Holdings' (TSE:4072) Earnings AreThe subdued stock price reaction suggests that Densan System Holdings Co., Ltd.'s ( TSE:4072 ) strong earnings didn't...
Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥271 (up from JP¥174 in FY 2024). Revenue: JP¥68.1b (up 11% from FY 2024). Net income: JP¥2.90b (up 56% from FY 2024). Profit margin: 4.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Feb 09Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2026Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
お知らせ • Dec 05Densan System Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Feb 09, 2026Densan System Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Feb 09, 2026
お知らせ • Nov 18Densan System Holdings Co., Ltd. (TSE:4072) acquired Unyte Co., Ltd.Densan System Holdings Co., Ltd. (TSE:4072) acquired Unyte Co., Ltd. on November 18, 2025. As part of the acquisition, Densan System Holdings Co., Ltd. acquired all of the outstanding shares of Unyte Co., Ltd. Densan System Holdings Co., Ltd. (TSE:4072) completed the acquisition of Unyte Co., Ltd. on November 18, 2025.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: JP¥91.92 (vs JP¥22.45 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥91.92 (up from JP¥22.45 loss in 3Q 2024). Revenue: JP¥17.9b (up 21% from 3Q 2024). Net income: JP¥983.0m (up JP¥1.22b from 3Q 2024). Profit margin: 5.5% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Price Target Changed • Sep 19Price target increased by 27% to JP¥4,200Up from JP¥3,300, the current price target is provided by 1 analyst. New target price is 10% above last closing price of JP¥3,815. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥243 for next year compared to JP¥174 last year.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,815, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 83% over the past three years.
Declared Dividend • Sep 13First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 02Densan System Holdings Co., Ltd. to Report Q3, 2025 Results on Nov 11, 2025Densan System Holdings Co., Ltd. announced that they will report Q3, 2025 results on Nov 11, 2025
Buy Or Sell Opportunity • Aug 26Now 28% undervaluedOver the last 90 days, the stock has risen 63% to JP¥4,090. The fair value is estimated to be JP¥5,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
お知らせ • Aug 23An undisclosed buyer acquired Micro Research Ltd. from Densan System Holdings Co., Ltd. (TSE:4072).An undisclosed buyer acquired Micro Research Ltd. from Densan System Holdings Co., Ltd. (TSE:4072) on August 22, 2025. Micro Research Ltd. will no longer be a consolidated subsidiary of Densan System Holdings Co., Ltd. after the completion. An undisclosed buyer completed the acquisition of Micro Research Ltd. from Densan System Holdings Co., Ltd. (TSE:4072) on August 22, 2025.
分析記事 • Aug 19Densan System Holdings Co., Ltd.'s (TSE:4072) 25% Jump Shows Its Popularity With InvestorsThe Densan System Holdings Co., Ltd. ( TSE:4072 ) share price has done very well over the last month, posting an...
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥3,205, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 43% over the past three years.
New Risk • Aug 18New 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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: JP¥40.44 (vs JP¥28.20 in 2Q 2024)Second quarter 2025 results: EPS: JP¥40.44 (up from JP¥28.20 in 2Q 2024). Revenue: JP¥16.7b (up 7.3% from 2Q 2024). Net income: JP¥432.0m (up 44% from 2Q 2024). Profit margin: 2.6% (up from 1.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 10 September 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).
お知らせ • Jun 03Densan System Holdings Co., Ltd. to Report Q2, 2025 Results on Aug 12, 2025Densan System Holdings Co., Ltd. announced that they will report Q2, 2025 results on Aug 12, 2025
分析記事 • May 18Densan System Holdings (TSE:4072) Has Announced A Dividend Of ¥40.00Densan System Holdings Co., Ltd.'s ( TSE:4072 ) investors are due to receive a payment of ¥40.00 per share on 10th of...
Reported Earnings • May 17First quarter 2025 earnings released: EPS: JP¥76.86 (vs JP¥73.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥76.86 (up from JP¥73.96 in 1Q 2024). Revenue: JP¥15.5b (up 6.0% from 1Q 2024). Net income: JP¥820.0m (up 4.3% from 1Q 2024). Profit margin: 5.3% (down from 5.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Apr 11Densan System Holdings (TSE:4072) Is Due To Pay A Dividend Of ¥40.00The board of Densan System Holdings Co., Ltd. ( TSE:4072 ) has announced that it will pay a dividend on the 10th of...
Declared Dividend • Apr 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th June 2025 Payment date: 10th September 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 78% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,160, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 13% over the past three years.
お知らせ • Mar 01Densan System Holdings Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Densan System Holdings Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025
分析記事 • Feb 17We Think You Can Look Beyond Densan System Holdings' (TSE:4072) Lackluster EarningsThe market was pleased with the recent earnings report from Densan System Holdings Co., Ltd. ( TSE:4072 ), despite the...
Buy Or Sell Opportunity • Feb 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to JP¥2,437. The fair value is estimated to be JP¥3,080, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 8.1%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.
Reported Earnings • Feb 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥174 (down from JP¥188 in FY 2023). Revenue: JP¥61.3b (up 2.8% from FY 2023). Net income: JP¥1.85b (down 7.7% from FY 2023). Profit margin: 3.0% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Feb 10Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2025Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2025.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 27 March 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
分析記事 • Dec 20Densan System Holdings (TSE:4072) Has Announced That It Will Be Increasing Its Dividend To ¥40.00Densan System Holdings Co., Ltd.'s ( TSE:4072 ) dividend will be increasing from last year's payment of the same period...
分析記事 • Dec 03Densan System Holdings' (TSE:4072) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Densan System Holdings Co., Ltd. ( TSE:4072 ) has announced that it will be paying its dividend of ¥40.00...
お知らせ • Dec 03Densan System Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Feb 10, 2025Densan System Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Feb 10, 2025
Reported Earnings • Nov 13Third quarter 2024 earnings released: JP¥22.45 loss per share (vs JP¥64.11 profit in 3Q 2023)Third quarter 2024 results: JP¥22.45 loss per share (down from JP¥64.11 profit in 3Q 2023). Revenue: JP¥14.9b (up 4.1% from 3Q 2023). Net loss: JP¥239.0m (down 135% from profit in 3Q 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.
分析記事 • Nov 12Densan System Holdings (TSE:4072) Is Increasing Its Dividend To ¥40.00Densan System Holdings Co., Ltd.'s ( TSE:4072 ) dividend will be increasing from last year's payment of the same period...
お知らせ • Nov 12+ 1 more updateDensan System Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2024Densan System Holdings Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2024. For the year-end, the company expects to pay dividend of JPY 40 per share compared to JPY 19 per share a year ago.
Price Target Changed • Oct 24Price target decreased by 8.3% to JP¥3,300Down from JP¥3,600, the current price target is provided by 1 analyst. New target price is 26% above last closing price of JP¥2,625. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of JP¥254 for next year compared to JP¥188 last year.
分析記事 • Aug 27Densan System Holdings (TSE:4072) Is Increasing Its Dividend To ¥40.00Densan System Holdings Co., Ltd. ( TSE:4072 ) will increase its dividend from last year's comparable payment on the...
お知らせ • Aug 27Densan System Holdings Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Densan System Holdings Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥28.20 (vs JP¥58.13 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.20 (down from JP¥58.13 in 2Q 2023). Revenue: JP¥15.6b (up 2.0% from 2Q 2023). Net income: JP¥300.0m (down 52% from 2Q 2023). Profit margin: 1.9% (down from 4.1% in 2Q 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Aug 12Densan System Holdings (TSE:4072) Will Pay A Larger Dividend Than Last Year At ¥40.00Densan System Holdings Co., Ltd. ( TSE:4072 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Aug 12Dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th December 2024 Payment date: 27th March 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 05Densan System Holdings Co., Ltd. (TSE:4072) Screens Well But There Might Be A CatchWith a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,315, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 9.6% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 11 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).
分析記事 • Jun 10Densan System Holdings (TSE:4072) Is Paying Out A Larger Dividend Than Last YearDensan System Holdings Co., Ltd. ( TSE:4072 ) will increase its dividend from last year's comparable payment on the...
Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥73.96 (vs JP¥71.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥73.96 (up from JP¥71.65 in 1Q 2023). Revenue: JP¥14.7b (flat on 1Q 2023). Net income: JP¥786.0m (up 1.7% from 1Q 2023). Profit margin: 5.4% (up from 5.3% in 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Apr 25Densan System Holdings' (TSE:4072) Upcoming Dividend Will Be Larger Than Last Year'sDensan System Holdings Co., Ltd. ( TSE:4072 ) will increase its dividend from last year's comparable payment on the...
分析記事 • Apr 11Densan System Holdings (TSE:4072) Has Announced That It Will Be Increasing Its Dividend To ¥20.00The board of Densan System Holdings Co., Ltd. ( TSE:4072 ) has announced that it will be paying its dividend of ¥20.00...
Declared Dividend • Apr 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th June 2024 Payment date: 11th September 2024 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 6.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 03There May Be Some Bright Spots In Densan System Holdings' (TSE:4072) EarningsSoft earnings didn't appear to concern Densan System Holdings Co., Ltd.'s ( TSE:4072 ) shareholders over the last week...
お知らせ • Mar 28Densan System Holdings Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Densan System Holdings Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024
お知らせ • Feb 11Densan System Holdings Co., Ltd., Annual General Meeting, Mar 26, 2024Densan System Holdings Co., Ltd., Annual General Meeting, Mar 26, 2024.
Reported Earnings • Feb 10Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥188 (down from JP¥218 in FY 2022). Revenue: JP¥59.6b (up 11% from FY 2022). Net income: JP¥2.00b (down 15% from FY 2022). Profit margin: 3.4% (down from 4.4% in FY 2022). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥19.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
お知らせ • Dec 05Densan System Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Feb 09, 2024Densan System Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Feb 09, 2024
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: JP¥64.11 (vs JP¥44.30 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.11 (up from JP¥44.30 in 3Q 2022). Revenue: JP¥14.3b (up 11% from 3Q 2022). Net income: JP¥680.0m (up 42% from 3Q 2022). Profit margin: 4.8% (up from 3.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% 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 • Aug 27Densan System Holdings Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Densan System Holdings Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,672, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 28% over the past three years.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥58.13 (vs JP¥31.98 in 2Q 2022)Second quarter 2023 results: EPS: JP¥58.13 (up from JP¥31.98 in 2Q 2022). Revenue: JP¥15.3b (up 15% from 2Q 2022). Net income: JP¥622.0m (up 80% from 2Q 2022). Profit margin: 4.1% (up from 2.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥18.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 12 September 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
お知らせ • May 28Densan System Holdings Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Densan System Holdings Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023
Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥71.65 (vs JP¥52.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥71.65 (up from JP¥52.11 in 1Q 2022). Revenue: JP¥14.6b (up 24% from 1Q 2022). Net income: JP¥773.0m (up 38% from 1Q 2022). Profit margin: 5.3% (up from 4.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,115, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 9.4% over the past three years.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥218 (vs JP¥183 in FY 2021)Full year 2022 results: EPS: JP¥218 (up from JP¥183 in FY 2021). Revenue: JP¥53.5b (up 6.2% from FY 2021). Net income: JP¥2.35b (up 19% from FY 2021). Profit margin: 4.4% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Mar 20Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥3,100, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 4.4%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 7.9% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,524, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 1.6% over the past three years.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥218 (vs JP¥183 in FY 2021)Full year 2022 results: EPS: JP¥218 (up from JP¥183 in FY 2021). Revenue: JP¥53.5b (up 6.2% from FY 2021). Net income: JP¥2.35b (up 19% from FY 2021). Profit margin: 4.4% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12Densan System Holdings Co., Ltd., Annual General Meeting, Mar 24, 2023Densan System Holdings Co., Ltd., Annual General Meeting, Mar 24, 2023.
Buying Opportunity • Feb 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥2,694, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 3.7%.
お知らせ • Jan 18Densan System Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Densan System Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.7%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥44.30 (vs JP¥32.44 in 3Q 2021)Third quarter 2022 results: EPS: JP¥44.30 (up from JP¥32.44 in 3Q 2021). Revenue: JP¥12.8b (up 9.2% from 3Q 2021). Net income: JP¥478.0m (up 37% from 3Q 2021). Profit margin: 3.7% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. 2 independent directors (9 non-independent directors). Head of Business Affairs of Administration Division & Director Haruto Goto was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 13+ 1 more updateDensan System Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Densan System Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected net sales of JPY 55,500 million, operating profit of JPY 3,270 million, profit attributable to owners of parent of JPY 2,247 million and basic earnings per share of JPY 208.35.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥44.30 (vs JP¥32.44 in 3Q 2021)Third quarter 2022 results: EPS: JP¥44.30 (up from JP¥32.44 in 3Q 2021). Revenue: JP¥12.8b (up 9.2% from 3Q 2021). Net income: JP¥478.0m (up 37% from 3Q 2021). Profit margin: 3.7% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Aug 12+ 2 more updatesDensan System Holdings Co., Ltd. Declares Dividend for the Second Quarter Ended on June 30, 2022, Payable on September 12, 2022Densan System Holdings Co., Ltd. declared dividend of JPY 17.00 per for the 2nd quarter-end on June 30, 2022. Scheduled date to commence dividend payments on September 12, 2022.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥31.98 (vs JP¥32.60 in 2Q 2021)Second quarter 2022 results: EPS: JP¥31.98 (down from JP¥32.60 in 2Q 2021). Revenue: JP¥13.3b (up 15% from 2Q 2021). Net income: JP¥345.0m (down 1.9% from 2Q 2021). Profit margin: 2.6% (down from 3.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.6%, compared to a 11% growth forecast for the industry in Japan. 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 6% per year, which means it is significantly lagging earnings.
お知らせ • Jun 23Densan System Holdings Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Densan System Holdings Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022
Upcoming Dividend • Jun 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.7%).
お知らせ • May 13+ 2 more updatesDensan System Co., Ltd. Provides Dividend Guidance for the Half Year of Fiscal Year Ending December 31, 2022Densan System Co., Ltd. provided dividend guidance for the half year of fiscal year ending December 31, 2022. For the half year, the company expects interim dividend of JPY 17.00 per share against JPY 00 per share paid a year ago.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. 2 independent directors (9 non-independent directors). Head of Business Affairs of Administration Division & Director Haruto Goto was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 07Densan System Holdings Co., Ltd. to Report Q1, 2022 Results on May 11, 2022Densan System Holdings Co., Ltd. announced that they will report Q1, 2022 results on May 11, 2022
お知らせ • Feb 12Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2022Densan System Holdings Co., Ltd., Annual General Meeting, Mar 25, 2022.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 26 March 2022. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.3%).
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS JP¥32.60 (vs JP¥31.89 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥11.6b (up 8.3% from 2Q 2020). Net income: JP¥351.6m (up 13% from 2Q 2020). Profit margin: 3.0% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
