View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsLIGHTWORKS 過去の業績過去 基準チェック /36LIGHTWORKSは、平均年間27.3%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間13.5% 9.7%収益成長率で 成長しています。 LIGHTWORKSの自己資本利益率は26.3%であり、純利益率は5.9%です。主要情報27.32%収益成長率26.30%EPS成長率Software 業界の成長12.13%収益成長率9.72%株主資本利益率26.28%ネット・マージン5.91%前回の決算情報30 Apr 2025最近の業績更新Reported Earnings • Jun 16First quarter 2026 earnings released: EPS: JP¥9.31 (vs JP¥5.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.31 (up from JP¥5.26 in 1Q 2025). Revenue: JP¥910.0m (up 11% from 1Q 2025). Net income: JP¥46.0m (up 77% from 1Q 2025). Profit margin: 5.1% (up from 3.2% in 1Q 2025). The increase in margin was driven by higher revenue.Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥39.24 (vs JP¥44.70 in FY 2024)Full year 2025 results: EPS: JP¥39.24 (down from JP¥44.70 in FY 2024). Revenue: JP¥3.53b (up 11% from FY 2024). Net income: JP¥194.0m (down 12% from FY 2024). Profit margin: 5.5% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 29LIGHTWORKS Corporation to Report Q1, 2026 Results on Jun 13, 2025LIGHTWORKS Corporation announced that they will report Q1, 2026 results on Jun 13, 2025Reported Earnings • Mar 15Full year 2025 earnings released: EPS: JP¥39.24 (vs JP¥44.70 in FY 2024)Full year 2025 results: EPS: JP¥39.24 (down from JP¥44.70 in FY 2024). Revenue: JP¥3.53b (up 11% from FY 2024). Net income: JP¥194.0m (down 12% from FY 2024). Profit margin: 5.5% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.お知らせ • Jan 28LIGHTWORKS Corporation to Report Fiscal Year 2024 Results on Mar 14, 2025LIGHTWORKS Corporation announced that they will report fiscal year 2024 results on Mar 14, 2025Reported Earnings • Dec 15Third quarter 2025 earnings released: EPS: JP¥9.51 (vs JP¥3.24 in 3Q 2024)Third quarter 2025 results: EPS: JP¥9.51 (up from JP¥3.24 in 3Q 2024). Revenue: JP¥903.0m (up 17% from 3Q 2024). Net income: JP¥47.0m (up 194% from 3Q 2024). Profit margin: 5.2% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue.すべての更新を表示Recent updatesNew Risk • Jul 17New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 0% Dividend yield: 2.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 0% Minor Risk Market cap is less than US$100m (JP¥10.7b market cap, or US$72.3m).Reported Earnings • Jun 16First quarter 2026 earnings released: EPS: JP¥9.31 (vs JP¥5.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.31 (up from JP¥5.26 in 1Q 2025). Revenue: JP¥910.0m (up 11% from 1Q 2025). Net income: JP¥46.0m (up 77% from 1Q 2025). Profit margin: 5.1% (up from 3.2% in 1Q 2025). The increase in margin was driven by higher revenue.Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥39.24 (vs JP¥44.70 in FY 2024)Full year 2025 results: EPS: JP¥39.24 (down from JP¥44.70 in FY 2024). Revenue: JP¥3.53b (up 11% from FY 2024). Net income: JP¥194.0m (down 12% from FY 2024). Profit margin: 5.5% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 29LIGHTWORKS Corporation to Report Q1, 2026 Results on Jun 13, 2025LIGHTWORKS Corporation announced that they will report Q1, 2026 results on Jun 13, 2025Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 41%After last week's 41% share price gain to JP¥2,171, the stock trades at a trailing P/E ratio of 55.3x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 126% over the past three years.分析記事 • Mar 17Investors Appear Satisfied With LIGHTWORKS Corporation's (TSE:4267) Prospects As Shares Rocket 45%Despite an already strong run, LIGHTWORKS Corporation ( TSE:4267 ) shares have been powering on, with a gain of 45% in...お知らせ • Mar 17LIGHTWORKS Corporation, Annual General Meeting, Apr 25, 2025LIGHTWORKS Corporation, Annual General Meeting, Apr 25, 2025.Reported Earnings • Mar 15Full year 2025 earnings released: EPS: JP¥39.24 (vs JP¥44.70 in FY 2024)Full year 2025 results: EPS: JP¥39.24 (down from JP¥44.70 in FY 2024). Revenue: JP¥3.53b (up 11% from FY 2024). Net income: JP¥194.0m (down 12% from FY 2024). Profit margin: 5.5% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.New Risk • Mar 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (106% payout ratio). Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥7.59b market cap, or US$51.3m).お知らせ • Jan 28LIGHTWORKS Corporation to Report Fiscal Year 2024 Results on Mar 14, 2025LIGHTWORKS Corporation announced that they will report fiscal year 2024 results on Mar 14, 2025Upcoming Dividend • Jan 23Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).Reported Earnings • Dec 15Third quarter 2025 earnings released: EPS: JP¥9.51 (vs JP¥3.24 in 3Q 2024)Third quarter 2025 results: EPS: JP¥9.51 (up from JP¥3.24 in 3Q 2024). Revenue: JP¥903.0m (up 17% from 3Q 2024). Net income: JP¥47.0m (up 194% from 3Q 2024). Profit margin: 5.2% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue.お知らせ • Oct 17LIGHTWORKS Corporation to Report Q3, 2025 Results on Dec 13, 2024LIGHTWORKS Corporation announced that they will report Q3, 2025 results on Dec 13, 2024Reported Earnings • Sep 15Second quarter 2025 earnings released: EPS: JP¥8.90 (vs JP¥19.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥8.90 (down from JP¥19.22 in 2Q 2024). Revenue: JP¥880.0m (up 13% from 2Q 2024). Net income: JP¥44.0m (down 54% from 2Q 2024). Profit margin: 5.0% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses.Buy Or Sell Opportunity • Aug 30Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,043. The fair value is estimated to be JP¥856, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 152%.Buy Or Sell Opportunity • Aug 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to JP¥1,030. The fair value is estimated to be JP¥858, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 152%.お知らせ • Jul 27LIGHTWORKS Corporation to Report Q2, 2025 Results on Sep 13, 2024LIGHTWORKS Corporation announced that they will report Q2, 2025 results on Sep 13, 2024Upcoming Dividend • Jul 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 01 October 2024. Payout ratio and cash payout ratio are on the higher end at 91% and 99% respectively. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥5.26 (vs JP¥1.62 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.26 (up from JP¥1.62 in 1Q 2024). Revenue: JP¥821.0m (up 14% from 1Q 2024). Net income: JP¥26.0m (up 225% from 1Q 2024). Profit margin: 3.2% (up from 1.1% in 1Q 2024).お知らせ • Apr 29LIGHTWORKS Corporation to Report Q1, 2025 Results on Jun 14, 2024LIGHTWORKS Corporation announced that they will report Q1, 2025 results on Jun 14, 2024分析記事 • Mar 23Statutory Earnings May Not Be The Best Way To Understand LIGHTWORKS' (TSE:4267) True PositionThe latest earnings release from LIGHTWORKS Corporation ( TSE:4267 ) disappointed investors. We did some digging and...New Risk • Mar 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 201% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (201% accrual ratio). Minor Risks Dividend is not well covered by cash flows (92% cash payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥4.98b market cap, or US$32.9m).お知らせ • Mar 17LIGHTWORKS Corporation, Annual General Meeting, Apr 25, 2024LIGHTWORKS Corporation, Annual General Meeting, Apr 25, 2024.お知らせ • Jan 28LIGHTWORKS Corporation to Report Fiscal Year 2024 Results on Mar 15, 2024LIGHTWORKS Corporation announced that they will report fiscal year 2024 results on Mar 15, 2024Upcoming Dividend • Jan 23Upcoming dividend of JP¥32.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥3.24 (vs JP¥5.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.24 (down from JP¥5.66 in 3Q 2023). Revenue: JP¥773.0m (up 15% from 3Q 2023). Net income: JP¥16.0m (down 43% from 3Q 2023). Profit margin: 2.1% (down from 4.2% in 3Q 2023).お知らせ • Oct 14LIGHTWORKS Corporation to Report Q3, 2024 Results on Dec 15, 2023LIGHTWORKS Corporation announced that they will report Q3, 2024 results on Dec 15, 2023Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥19.22 (vs JP¥5.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.22 (up from JP¥5.66 in 2Q 2023). Revenue: JP¥778.0m (up 16% from 2Q 2023). Net income: JP¥95.0m (up 239% from 2Q 2023). Profit margin: 12% (up from 4.2% in 2Q 2023).お知らせ • Jul 26LIGHTWORKS Corporation to Report Q2, 2024 Results on Sep 14, 2023LIGHTWORKS Corporation announced that they will report Q2, 2024 results on Sep 14, 2023Upcoming Dividend • Jul 21Upcoming dividend of JP¥8.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 02 October 2023. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).New Risk • Jul 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin). Shareholders have been diluted in the past year (4.5% increase in shares outstanding). Market cap is less than US$100m (JP¥5.46b market cap, or US$39.3m).New Risk • Jun 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.5% Last year net profit margin: 5.5% 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 (3.5% net profit margin). Shareholders have been diluted in the past year (4.5% increase in shares outstanding). Market cap is less than US$100m (JP¥4.89b market cap, or US$34.7m).Buying Opportunity • Mar 20Now 25% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be JP¥1,383, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable.Buying Opportunity • Feb 20Now 22% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be JP¥1,373, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 85%.お知らせ • Feb 01LIGHTWORKS Corporation to Report Fiscal Year 2023 Results on Mar 17, 2023LIGHTWORKS Corporation announced that they will report fiscal year 2023 results on Mar 17, 2023お知らせ • Oct 28LIGHTWORKS Corporation to Report Q3, 2023 Results on Dec 15, 2022LIGHTWORKS Corporation announced that they will report Q3, 2023 results on Dec 15, 2022お知らせ • Jul 28LIGHTWORKS Corporation to Report Q2, 2023 Results on Sep 14, 2022LIGHTWORKS Corporation announced that they will report Q2, 2023 results on Sep 14, 2022Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,514, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 22x in the Software industry in Japan.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,943, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 21x in the Software industry in Japan.お知らせ • May 02LIGHTWORKS Corporation to Report Q1, 2023 Results on Jun 14, 2022LIGHTWORKS Corporation announced that they will report Q1, 2023 results on Jun 14, 2022Reported Earnings • Mar 16Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥53.33 (up from JP¥7.75 in FY 2021). Revenue: JP¥2.22b (up 26% from FY 2021). Net income: JP¥121.0m (up JP¥103.0m from FY 2021). Profit margin: 5.5% (up from 1.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.お知らせ • Feb 24LIGHTWORKS Corporation to Report Fiscal Year 2022 Results on Mar 15, 2022LIGHTWORKS Corporation announced that they will report fiscal year 2022 results on Mar 15, 2022お知らせ • Feb 11LIGHTWORKS Corporation has completed an IPO in the amount of ¥672 million.LIGHTWORKS Corporation has completed an IPO in the amount of ¥672 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 320,000 Price\Range: ¥2100 Discount Per Security: ¥168収支内訳LIGHTWORKS の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4267 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費30 Apr 253,623214997531 Jan 253,534194987531 Oct 243,534219991631 Jul 243,404188982630 Apr 243,302239974631 Jan 243,199221964631 Oct 232,9751449271231 Jul 232,8731568901230 Apr 232,737958421231 Jan 232,6401387921231 Oct 222,5321417422331 Jan 222,2191216412331 Jan 211,75718586031 Jan 201,217-256450質の高い収益: 4267は 高品質の収益 を持っています。利益率の向上: 4267の現在の純利益率 (5.9%)は、昨年(7.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4267過去 5 年間で収益を上げており、収益は年間27.3%増加しています。成長の加速: 4267は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 4267は過去 1 年間で収益成長率がマイナス ( -10.5% ) となったため、 Software業界平均 ( 16.8% ) と比較することが困難です。株主資本利益率高いROE: 4267の 自己資本利益率 ( 26.3% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2025/07/30 04:50終値2025/07/25 00:00収益2025/04/30年間収益2025/01/31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LIGHTWORKS Corporation 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
Reported Earnings • Jun 16First quarter 2026 earnings released: EPS: JP¥9.31 (vs JP¥5.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.31 (up from JP¥5.26 in 1Q 2025). Revenue: JP¥910.0m (up 11% from 1Q 2025). Net income: JP¥46.0m (up 77% from 1Q 2025). Profit margin: 5.1% (up from 3.2% in 1Q 2025). The increase in margin was driven by higher revenue.
Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥39.24 (vs JP¥44.70 in FY 2024)Full year 2025 results: EPS: JP¥39.24 (down from JP¥44.70 in FY 2024). Revenue: JP¥3.53b (up 11% from FY 2024). Net income: JP¥194.0m (down 12% from FY 2024). Profit margin: 5.5% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 29LIGHTWORKS Corporation to Report Q1, 2026 Results on Jun 13, 2025LIGHTWORKS Corporation announced that they will report Q1, 2026 results on Jun 13, 2025
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: JP¥39.24 (vs JP¥44.70 in FY 2024)Full year 2025 results: EPS: JP¥39.24 (down from JP¥44.70 in FY 2024). Revenue: JP¥3.53b (up 11% from FY 2024). Net income: JP¥194.0m (down 12% from FY 2024). Profit margin: 5.5% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jan 28LIGHTWORKS Corporation to Report Fiscal Year 2024 Results on Mar 14, 2025LIGHTWORKS Corporation announced that they will report fiscal year 2024 results on Mar 14, 2025
Reported Earnings • Dec 15Third quarter 2025 earnings released: EPS: JP¥9.51 (vs JP¥3.24 in 3Q 2024)Third quarter 2025 results: EPS: JP¥9.51 (up from JP¥3.24 in 3Q 2024). Revenue: JP¥903.0m (up 17% from 3Q 2024). Net income: JP¥47.0m (up 194% from 3Q 2024). Profit margin: 5.2% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue.
New Risk • Jul 17New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 0% Dividend yield: 2.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 0% Minor Risk Market cap is less than US$100m (JP¥10.7b market cap, or US$72.3m).
Reported Earnings • Jun 16First quarter 2026 earnings released: EPS: JP¥9.31 (vs JP¥5.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.31 (up from JP¥5.26 in 1Q 2025). Revenue: JP¥910.0m (up 11% from 1Q 2025). Net income: JP¥46.0m (up 77% from 1Q 2025). Profit margin: 5.1% (up from 3.2% in 1Q 2025). The increase in margin was driven by higher revenue.
Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥39.24 (vs JP¥44.70 in FY 2024)Full year 2025 results: EPS: JP¥39.24 (down from JP¥44.70 in FY 2024). Revenue: JP¥3.53b (up 11% from FY 2024). Net income: JP¥194.0m (down 12% from FY 2024). Profit margin: 5.5% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 29LIGHTWORKS Corporation to Report Q1, 2026 Results on Jun 13, 2025LIGHTWORKS Corporation announced that they will report Q1, 2026 results on Jun 13, 2025
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 41%After last week's 41% share price gain to JP¥2,171, the stock trades at a trailing P/E ratio of 55.3x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 126% over the past three years.
分析記事 • Mar 17Investors Appear Satisfied With LIGHTWORKS Corporation's (TSE:4267) Prospects As Shares Rocket 45%Despite an already strong run, LIGHTWORKS Corporation ( TSE:4267 ) shares have been powering on, with a gain of 45% in...
お知らせ • Mar 17LIGHTWORKS Corporation, Annual General Meeting, Apr 25, 2025LIGHTWORKS Corporation, Annual General Meeting, Apr 25, 2025.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: JP¥39.24 (vs JP¥44.70 in FY 2024)Full year 2025 results: EPS: JP¥39.24 (down from JP¥44.70 in FY 2024). Revenue: JP¥3.53b (up 11% from FY 2024). Net income: JP¥194.0m (down 12% from FY 2024). Profit margin: 5.5% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.
New Risk • Mar 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (106% payout ratio). Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥7.59b market cap, or US$51.3m).
お知らせ • Jan 28LIGHTWORKS Corporation to Report Fiscal Year 2024 Results on Mar 14, 2025LIGHTWORKS Corporation announced that they will report fiscal year 2024 results on Mar 14, 2025
Upcoming Dividend • Jan 23Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).
Reported Earnings • Dec 15Third quarter 2025 earnings released: EPS: JP¥9.51 (vs JP¥3.24 in 3Q 2024)Third quarter 2025 results: EPS: JP¥9.51 (up from JP¥3.24 in 3Q 2024). Revenue: JP¥903.0m (up 17% from 3Q 2024). Net income: JP¥47.0m (up 194% from 3Q 2024). Profit margin: 5.2% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue.
お知らせ • Oct 17LIGHTWORKS Corporation to Report Q3, 2025 Results on Dec 13, 2024LIGHTWORKS Corporation announced that they will report Q3, 2025 results on Dec 13, 2024
Reported Earnings • Sep 15Second quarter 2025 earnings released: EPS: JP¥8.90 (vs JP¥19.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥8.90 (down from JP¥19.22 in 2Q 2024). Revenue: JP¥880.0m (up 13% from 2Q 2024). Net income: JP¥44.0m (down 54% from 2Q 2024). Profit margin: 5.0% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses.
Buy Or Sell Opportunity • Aug 30Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,043. The fair value is estimated to be JP¥856, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 152%.
Buy Or Sell Opportunity • Aug 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to JP¥1,030. The fair value is estimated to be JP¥858, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 152%.
お知らせ • Jul 27LIGHTWORKS Corporation to Report Q2, 2025 Results on Sep 13, 2024LIGHTWORKS Corporation announced that they will report Q2, 2025 results on Sep 13, 2024
Upcoming Dividend • Jul 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 01 October 2024. Payout ratio and cash payout ratio are on the higher end at 91% and 99% respectively. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥5.26 (vs JP¥1.62 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.26 (up from JP¥1.62 in 1Q 2024). Revenue: JP¥821.0m (up 14% from 1Q 2024). Net income: JP¥26.0m (up 225% from 1Q 2024). Profit margin: 3.2% (up from 1.1% in 1Q 2024).
お知らせ • Apr 29LIGHTWORKS Corporation to Report Q1, 2025 Results on Jun 14, 2024LIGHTWORKS Corporation announced that they will report Q1, 2025 results on Jun 14, 2024
分析記事 • Mar 23Statutory Earnings May Not Be The Best Way To Understand LIGHTWORKS' (TSE:4267) True PositionThe latest earnings release from LIGHTWORKS Corporation ( TSE:4267 ) disappointed investors. We did some digging and...
New Risk • Mar 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 201% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (201% accrual ratio). Minor Risks Dividend is not well covered by cash flows (92% cash payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥4.98b market cap, or US$32.9m).
お知らせ • Mar 17LIGHTWORKS Corporation, Annual General Meeting, Apr 25, 2024LIGHTWORKS Corporation, Annual General Meeting, Apr 25, 2024.
お知らせ • Jan 28LIGHTWORKS Corporation to Report Fiscal Year 2024 Results on Mar 15, 2024LIGHTWORKS Corporation announced that they will report fiscal year 2024 results on Mar 15, 2024
Upcoming Dividend • Jan 23Upcoming dividend of JP¥32.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).
Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥3.24 (vs JP¥5.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.24 (down from JP¥5.66 in 3Q 2023). Revenue: JP¥773.0m (up 15% from 3Q 2023). Net income: JP¥16.0m (down 43% from 3Q 2023). Profit margin: 2.1% (down from 4.2% in 3Q 2023).
お知らせ • Oct 14LIGHTWORKS Corporation to Report Q3, 2024 Results on Dec 15, 2023LIGHTWORKS Corporation announced that they will report Q3, 2024 results on Dec 15, 2023
Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥19.22 (vs JP¥5.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.22 (up from JP¥5.66 in 2Q 2023). Revenue: JP¥778.0m (up 16% from 2Q 2023). Net income: JP¥95.0m (up 239% from 2Q 2023). Profit margin: 12% (up from 4.2% in 2Q 2023).
お知らせ • Jul 26LIGHTWORKS Corporation to Report Q2, 2024 Results on Sep 14, 2023LIGHTWORKS Corporation announced that they will report Q2, 2024 results on Sep 14, 2023
Upcoming Dividend • Jul 21Upcoming dividend of JP¥8.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 02 October 2023. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
New Risk • Jul 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin). Shareholders have been diluted in the past year (4.5% increase in shares outstanding). Market cap is less than US$100m (JP¥5.46b market cap, or US$39.3m).
New Risk • Jun 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.5% Last year net profit margin: 5.5% 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 (3.5% net profit margin). Shareholders have been diluted in the past year (4.5% increase in shares outstanding). Market cap is less than US$100m (JP¥4.89b market cap, or US$34.7m).
Buying Opportunity • Mar 20Now 25% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be JP¥1,383, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable.
Buying Opportunity • Feb 20Now 22% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be JP¥1,373, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 85%.
お知らせ • Feb 01LIGHTWORKS Corporation to Report Fiscal Year 2023 Results on Mar 17, 2023LIGHTWORKS Corporation announced that they will report fiscal year 2023 results on Mar 17, 2023
お知らせ • Oct 28LIGHTWORKS Corporation to Report Q3, 2023 Results on Dec 15, 2022LIGHTWORKS Corporation announced that they will report Q3, 2023 results on Dec 15, 2022
お知らせ • Jul 28LIGHTWORKS Corporation to Report Q2, 2023 Results on Sep 14, 2022LIGHTWORKS Corporation announced that they will report Q2, 2023 results on Sep 14, 2022
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,514, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 22x in the Software industry in Japan.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,943, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 21x in the Software industry in Japan.
お知らせ • May 02LIGHTWORKS Corporation to Report Q1, 2023 Results on Jun 14, 2022LIGHTWORKS Corporation announced that they will report Q1, 2023 results on Jun 14, 2022
Reported Earnings • Mar 16Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥53.33 (up from JP¥7.75 in FY 2021). Revenue: JP¥2.22b (up 26% from FY 2021). Net income: JP¥121.0m (up JP¥103.0m from FY 2021). Profit margin: 5.5% (up from 1.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
お知らせ • Feb 24LIGHTWORKS Corporation to Report Fiscal Year 2022 Results on Mar 15, 2022LIGHTWORKS Corporation announced that they will report fiscal year 2022 results on Mar 15, 2022
お知らせ • Feb 11LIGHTWORKS Corporation has completed an IPO in the amount of ¥672 million.LIGHTWORKS Corporation has completed an IPO in the amount of ¥672 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 320,000 Price\Range: ¥2100 Discount Per Security: ¥168