IPS Holdings（4335）株式概要株式会社IPSホールディングスは、日本、ドイツ、アジア太平洋地域でSAP ERPシステムの導入および保守サービスを提供しています。 詳細4335 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より72.4%で取引されている リスク分析意味のある時価総額がありません ( ¥3B )すべてのリスクチェックを見る4335 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¥1.28k11.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue JP¥6.0bEarnings JP¥443.6mAdvancedSet Fair ValueView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8570.9% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.3kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative78users have followed this narrativeRead narrativeIPS Holdings Co., Ltd. 競合他社Kaizen PlatformSymbol: TSE:4170Market cap: JP¥2.9bTDSESymbol: TSE:7046Market cap: JP¥2.8bD. I. SystemSymbol: TSE:4421Market cap: JP¥2.7bSignpostSymbol: TSE:3996Market cap: JP¥2.9b価格と性能株価の高値、安値、推移の概要IPS Holdings過去の株価現在の株価JP¥1,275.0052週高値JP¥1,344.0052週安値JP¥1,135.00ベータ0.0221ヶ月の変化2.00%3ヶ月変化4.08%1年変化2.91%3年間の変化12.24%5年間の変化29.71%IPOからの変化-52.78%最新ニュースReported Earnings • May 09Third quarter 2026 earnings released: EPS: JP¥29.72 (vs JP¥30.60 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.72 (down from JP¥30.60 in 3Q 2025). Revenue: JP¥963.0m (up 9.3% from 3Q 2025). Net income: JP¥68.0m (down 2.9% from 3Q 2025). Profit margin: 7.1% (down from 7.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.お知らせ • May 08IPS Holdings Co., Ltd. to Report Q3, 2026 Results on May 08, 2026IPS Holdings Co., Ltd. announced that they will report Q3, 2026 results on May 08, 2026分析記事 • Feb 13Shareholders Will Be Pleased With The Quality of IPS Holdings' (TSE:4335) EarningsIPS Holdings Co., Ltd. ( TSE:4335 ) just reported healthy earnings but the stock price didn't move much. Investors are...Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥36.28 (vs JP¥37.68 in 2Q 2025)Second quarter 2026 results: EPS: JP¥36.28 (down from JP¥37.68 in 2Q 2025). Revenue: JP¥1.08b (up 8.8% from 2Q 2025). Net income: JP¥83.0m (down 3.5% from 2Q 2025). Profit margin: 7.7% (down from 8.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year.Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥14.86 (vs JP¥7.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥14.86 (up from JP¥7.46 in 1Q 2025). Revenue: JP¥742.0m (down 7.6% from 1Q 2025). Net income: JP¥34.0m (up 100% from 1Q 2025). Profit margin: 4.6% (up from 2.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Full year 2025 earnings released: EPS: JP¥119 (vs JP¥99.21 in FY 2024)Full year 2025 results: EPS: JP¥119 (up from JP¥99.21 in FY 2024). Revenue: JP¥3.73b (up 19% from FY 2024). Net income: JP¥271.0m (up 20% from FY 2024). Profit margin: 7.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.最新情報をもっと見るRecent updatesReported Earnings • May 09Third quarter 2026 earnings released: EPS: JP¥29.72 (vs JP¥30.60 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.72 (down from JP¥30.60 in 3Q 2025). Revenue: JP¥963.0m (up 9.3% from 3Q 2025). Net income: JP¥68.0m (down 2.9% from 3Q 2025). Profit margin: 7.1% (down from 7.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.お知らせ • May 08IPS Holdings Co., Ltd. to Report Q3, 2026 Results on May 08, 2026IPS Holdings Co., Ltd. announced that they will report Q3, 2026 results on May 08, 2026分析記事 • Feb 13Shareholders Will Be Pleased With The Quality of IPS Holdings' (TSE:4335) EarningsIPS Holdings Co., Ltd. ( TSE:4335 ) just reported healthy earnings but the stock price didn't move much. Investors are...Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥36.28 (vs JP¥37.68 in 2Q 2025)Second quarter 2026 results: EPS: JP¥36.28 (down from JP¥37.68 in 2Q 2025). Revenue: JP¥1.08b (up 8.8% from 2Q 2025). Net income: JP¥83.0m (down 3.5% from 2Q 2025). Profit margin: 7.7% (down from 8.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year.Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥14.86 (vs JP¥7.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥14.86 (up from JP¥7.46 in 1Q 2025). Revenue: JP¥742.0m (down 7.6% from 1Q 2025). Net income: JP¥34.0m (up 100% from 1Q 2025). Profit margin: 4.6% (up from 2.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Full year 2025 earnings released: EPS: JP¥119 (vs JP¥99.21 in FY 2024)Full year 2025 results: EPS: JP¥119 (up from JP¥99.21 in FY 2024). Revenue: JP¥3.73b (up 19% from FY 2024). Net income: JP¥271.0m (up 20% from FY 2024). Profit margin: 7.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.お知らせ • Aug 08IPS Holdings Co., Ltd., Annual General Meeting, Sep 25, 2025IPS Holdings Co., Ltd., Annual General Meeting, Sep 25, 2025.お知らせ • Jul 07IPS Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Aug 08, 2025IPS Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Aug 08, 2025Upcoming Dividend • Jun 20Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 26 September 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).Reported Earnings • May 11Third quarter 2025 earnings released: EPS: JP¥30.60 (vs JP¥10.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.60 (up from JP¥10.54 in 3Q 2024). Revenue: JP¥881.0m (up 24% from 3Q 2024). Net income: JP¥70.0m (up 192% from 3Q 2024). Profit margin: 7.9% (up from 3.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 25% per year.お知らせ • Apr 19IPS Co., Ltd. to Report Q3, 2025 Results on May 09, 2025IPS Co., Ltd. announced that they will report Q3, 2025 results on May 09, 2025Reported Earnings • Feb 08Second quarter 2025 earnings released: EPS: JP¥37.68 (vs JP¥29.41 in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.68 (up from JP¥29.41 in 2Q 2024). Revenue: JP¥995.0m (up 21% from 2Q 2024). Net income: JP¥86.0m (up 28% from 2Q 2024). Profit margin: 8.6% (up from 8.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 03IPS Co., Ltd. to Report Q2, 2025 Results on Feb 07, 2025IPS Co., Ltd. announced that they will report Q2, 2025 results on Feb 07, 2025Reported Earnings • Nov 11First quarter 2025 earnings released: EPS: JP¥7.46 (vs JP¥6.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.46 (up from JP¥6.15 in 1Q 2024). Revenue: JP¥803.0m (up 38% from 1Q 2024). Net income: JP¥17.0m (up 21% from 1Q 2024). Profit margin: 2.1% (down from 2.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 28IPS Co., Ltd. to Report Q1, 2025 Results on Nov 08, 2024IPS Co., Ltd. announced that they will report Q1, 2025 results on Nov 08, 2024お知らせ • Aug 09IPS Co., Ltd., Annual General Meeting, Sep 25, 2024IPS Co., Ltd., Annual General Meeting, Sep 25, 2024.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥840, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 4.7% over the past three years.お知らせ • Jul 02IPS Co., Ltd. to Report Fiscal Year 2024 Results on Aug 09, 2024IPS Co., Ltd. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Aug 09, 2024Upcoming Dividend • Jun 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • May 17Third quarter 2024 earnings released: EPS: JP¥10.54 (vs JP¥74.51 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.54 (down from JP¥74.51 in 3Q 2023). Revenue: JP¥708.0m (down 22% from 3Q 2023). Net income: JP¥24.0m (down 86% from 3Q 2023). Profit margin: 3.4% (down from 19% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 02IPS Co., Ltd. to Report Q3, 2024 Results on May 13, 2024IPS Co., Ltd. announced that they will report Q3, 2024 results on May 13, 2024Reported Earnings • Feb 11Second quarter 2024 earnings released: EPS: JP¥29.41 (vs JP¥29.69 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.41 (down from JP¥29.69 in 2Q 2023). Revenue: JP¥821.0m (up 29% from 2Q 2023). Net income: JP¥67.0m (down 2.9% from 2Q 2023). Profit margin: 8.2% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 15IPS Co., Ltd. to Report Q2, 2024 Results on Feb 09, 2024IPS Co., Ltd. announced that they will report Q2, 2024 results on Feb 09, 2024Reported Earnings • Nov 12First quarter 2024 earnings released: EPS: JP¥6.15 (vs JP¥21.93 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥6.15 (up from JP¥21.93 loss in 1Q 2023). Revenue: JP¥583.0m (up 31% from 1Q 2023). Net income: JP¥14.0m (up JP¥65.0m from 1Q 2023). Profit margin: 2.4% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 28IPS Co., Ltd. to Report Q1, 2024 Results on Nov 10, 2023IPS Co., Ltd. announced that they will report Q1, 2024 results on Nov 10, 2023Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥91.81 (vs JP¥75.52 in FY 2022)Full year 2023 results: EPS: JP¥91.81 (up from JP¥75.52 in FY 2022). Revenue: JP¥2.83b (up 3.8% from FY 2022). Net income: JP¥212.0m (up 20% from FY 2022). Profit margin: 7.5% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 12IPS Co., Ltd., Annual General Meeting, Sep 26, 2023IPS Co., Ltd., Annual General Meeting, Sep 26, 2023.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,285, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 44% over the past three years.お知らせ • Jun 22IPS Co., Ltd. to Report Fiscal Year 2023 Results on Aug 10, 2023IPS Co., Ltd. announced that they will report fiscal year 2023 results on Aug 10, 2023Upcoming Dividend • Jun 22Upcoming dividend of JP¥30.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).Reported Earnings • May 17Third quarter 2023 earnings released: EPS: JP¥74.51 (vs JP¥12.58 in 3Q 2022)Third quarter 2023 results: EPS: JP¥74.51 (up from JP¥12.58 in 3Q 2022). Revenue: JP¥904.0m (up 68% from 3Q 2022). Net income: JP¥172.0m (up 493% from 3Q 2022). Profit margin: 19% (up from 5.4% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥992, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 49% over the past three years.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥844, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 49% over the past three years.Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥29.69 (vs JP¥5.11 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.69 (up from JP¥5.11 in 2Q 2022). Revenue: JP¥638.0m (down 6.5% from 2Q 2022). Net income: JP¥69.0m (up 475% from 2Q 2022). Profit margin: 11% (up from 1.8% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥763, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 6.5% over the past three years.お知らせ • Jan 07IPS Co., Ltd. (TSE:4335) announces an Equity Buyback for 140,000 shares, representing 6.03% for $110 million.IPS Co., Ltd. (JASDAQ:4335) announces a share repurchase program. Under the program, the company will repurchase up to 140,000 shares, representing 6.03% of its issued share capital for ¥110 million. The purpose of the program is to improve shareholder returns through improved capital efficiency. The program is valid till June 30, 2023. As of January 6, 2023, the company has 2,322,100 shares issued (excluding treasury stock) and 143,900 shares in treasury.お知らせ • Dec 28IPS Co., Ltd. to Report Q2, 2023 Results on Feb 10, 2023IPS Co., Ltd. announced that they will report Q2, 2023 results on Feb 10, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). External Director Takuo Enoki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12First quarter 2023 earnings released: JP¥21.93 loss per share (vs JP¥22.53 profit in 1Q 2022)First quarter 2023 results: JP¥21.93 loss per share (down from JP¥22.53 profit in 1Q 2022). Revenue: JP¥445.0m (down 35% from 1Q 2022). Net loss: JP¥51.0m (down 194% from profit in 1Q 2022). 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 2% per year, which means it is significantly lagging earnings.お知らせ • Oct 20IPS Co., Ltd. to Report Q1, 2023 Results on Nov 10, 2022IPS Co., Ltd. announced that they will report Q1, 2023 results on Nov 10, 2022Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥727, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 16% over the past three years.お知らせ • Oct 01IPS Co., Ltd. (TSE:4335) announces an Equity Buyback for 140,000 shares, representing 6.02% for ¥110 million.IPS Co., Ltd. (JASDAQ:4335) announces a share repurchase program. Under the program, the company will repurchase up to 140,000 shares, representing 6.02% of its issued share capital for ¥110 million. The purpose of the program is to improve shareholder returns through improved capital efficiency. The program is valid till December 30, 2022. As of September 30, 2022, the company had 2,325,900 shares issued (excluding treasury stock) and 140,100 shares in treasury.Reported Earnings • Aug 12Full year 2022 earnings released: EPS: JP¥75.52 (vs JP¥77.41 in FY 2021)Full year 2022 results: EPS: JP¥75.52 (down from JP¥77.41 in FY 2021). Revenue: JP¥2.73b (up 9.2% from FY 2021). Net income: JP¥177.0m (down 4.3% from FY 2021). Profit margin: 6.5% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Aug 12IPS Co., Ltd., Annual General Meeting, Sep 27, 2022IPS Co., Ltd., Annual General Meeting, Sep 27, 2022.お知らせ • Aug 03IPS Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2022IPS Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2022Upcoming Dividend • Jun 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).Reported Earnings • May 15Third quarter 2022 earnings released: EPS: JP¥12.58 (vs JP¥36.84 in 3Q 2021)Third quarter 2022 results: EPS: JP¥12.58 (down from JP¥36.84 in 3Q 2021). Revenue: JP¥539.0m (down 23% from 3Q 2021). Net income: JP¥29.0m (down 67% from 3Q 2021). Profit margin: 5.4% (down from 13% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). External Director Takuo Enoki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08IPS Co., Ltd. to Report Q3, 2022 Results on May 12, 2022IPS Co., Ltd. announced that they will report Q3, 2022 results on May 12, 2022Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥5.11 (down from JP¥28.05 in 2Q 2021). Revenue: JP¥682.0m (up 6.4% from 2Q 2021). Net income: JP¥12.0m (down 82% from 2Q 2021). Profit margin: 1.8% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Feb 03IPS Co., Ltd. to Report Q2, 2022 Results on Feb 10, 2022IPS Co., Ltd. announced that they will report Q2, 2022 results on Feb 10, 2022Reported Earnings • Nov 15First quarter 2022 earnings released: EPS JP¥22.53 (vs JP¥27.21 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥683.0m (up 13% from 1Q 2021). Net income: JP¥54.0m (down 17% from 1Q 2021). Profit margin: 7.9% (down from 11% in 1Q 2021). The decrease in margin was driven by higher expenses.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥77.41 (vs JP¥12.56 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥2.50b (down 6.5% from FY 2020). Net income: JP¥185.0m (up JP¥155.0m from FY 2020). Profit margin: 7.4% (up from 1.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥800, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 22x in the IT industry in Japan. Total returns to shareholders of 40% over the past three years.Upcoming Dividend • Jun 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 25 September 2021. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (1.4%).Reported Earnings • May 15Third quarter 2021 earnings released: EPS JP¥36.84 (vs JP¥3.77 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥704.0m (up 33% from 3Q 2020). Net income: JP¥88.0m (up JP¥97.0m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 15IPS (TYO:4335) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Is New 90 Day High Low • Feb 26New 90-day low: JP¥917The company is down 5.0% from its price of JP¥962 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 1.0% over the same period.分析記事 • Feb 22We Think IPS' (TYO:4335) Statutory Profit Might Understate Its Earnings PotentialIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...分析記事 • Feb 15Is IPS Co., Ltd.'s (TYO:4335) 15% ROE Better Than Average?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...Reported Earnings • Feb 14Second quarter 2021 earnings released: EPS JP¥28.05 (vs JP¥21.35 in 2Q 2020)The company reported a solid second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥641.0m (flat on 2Q 2020). Net income: JP¥67.0m (up 31% from 2Q 2020). Profit margin: 11% (up from 8.0% in 2Q 2020).Is New 90 Day High Low • Jan 25New 90-day high: JP¥1,112The company is up 32% from its price of JP¥840 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 12% over the same period.お知らせ • Jan 17IPS Co., Ltd. to Report Q2, 2021 Results on Feb 10, 2021IPS Co., Ltd. announced that they will report Q2, 2021 results on Feb 10, 2021分析記事 • Jan 13What Can The Trends At IPS (TYO:4335) Tell Us About Their Returns?What are the early trends we should look for to identify a stock that could multiply in value over the long term...Is New 90 Day High Low • Dec 14New 90-day high: JP¥1,058The company is up 18% from its price of JP¥893 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 6.0% over the same period.分析記事 • Dec 09Three Things You Should Check Before Buying IPS Co., Ltd. (TYO:4335) For Its DividendToday we'll take a closer look at IPS Co., Ltd. ( TYO:4335 ) from a dividend investor's perspective. Owning a strong...Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 16% share price gain to JP¥938, the stock is trading at a trailing P/E ratio of 74.7x, up from the previous P/E ratio of 64.4x. This compares to an average P/E of 29x in the IT industry in Japan. Total returns to shareholders over the past three years are 59%.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 16% share price gain to JP¥967, the stock is trading at a trailing P/E ratio of 77x, up from the previous P/E ratio of 66.3x. This compares to an average P/E of 28x in the IT industry in Japan. Total returns to shareholders over the past three years are 62%.お知らせ • Nov 08IPS Co., Ltd. to Report Q1, 2021 Results on Nov 12, 2020IPS Co., Ltd. announced that they will report Q1, 2021 results on Nov 12, 2020お知らせ • Nov 07Global Trust Networks Co.,Ltd. agreed to acquire man resources-related business divisions from IPS Co., Ltd. (JASDAQ:4335).Global Trust Networks Co.,Ltd. agreed to acquire man resources-related business divisions from IPS Co., Ltd. (JASDAQ:4335) on November 5, 2020. The business division generated sales of ¥164 million in 2019. The parties will sign an agreement on November 6, 2020. The Board of IPS resolved on the transaction. The transaction is expected to complete on January 1, 2021.お知らせ • Jul 17IPS Co., Ltd. to Report Fiscal Year 2020 Results on Aug 11, 2020IPS Co., Ltd. announced that they will report fiscal year 2020 results on Aug 11, 2020株主還元4335JP ITJP 市場7D0.4%5.0%2.9%1Y2.9%-5.6%39.4%株主還元を見る業界別リターン: 4335過去 1 年間で-5.6 % 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: 4335は、過去 1 年間で39.4 % のリターンを上げたJP市場を下回りました。価格変動Is 4335's price volatile compared to industry and market?4335 volatility4335 Average Weekly Movement2.1%IT Industry Average Movement5.2%Market Average Movement4.8%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.4%安定した株価: 4335 、 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: 4335の 週次ボラティリティ ( 2% ) 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1997157Hiroshi Watanabewww.ips.ne.jp株式会社IPSホールディングスは、日本、ドイツ、アジア太平洋地域でSAP ERPシステムの導入・保守サービスを提供しています。販売、生産、会計、グローバル展開などSAP導入・活用のナレッジとドキュメントの総合ライブラリ「EasyOne」、エンタープライズアプリケーションソフトウェア、SAP運用・活用支援サービスを提供。また、DXサポートやスマートファクトリーサポートサービスも提供している。旧社名は株式会社アイ・ピー・エス。2025年7月に株式会社IPSホールディングスに社名変更。株式会社IPSホールディングスは1997年に設立され、大阪に本社を置く。もっと見るIPS Holdings Co., Ltd. 基礎のまとめIPS Holdings の収益と売上を時価総額と比較するとどうか。4335 基礎統計学時価総額JP¥2.92b収益（TTM）JP¥283.00m売上高(TTM)JP¥3.84b10.3xPER（株価収益率0.8xP/Sレシオ4335 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4335 損益計算書（TTM）収益JP¥3.84b売上原価JP¥2.73b売上総利益JP¥1.11bその他の費用JP¥829.00m収益JP¥283.00m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）123.69グロス・マージン28.95%純利益率7.37%有利子負債／自己資本比率0%4335 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3.0%現在の配当利回り31%配当性向4335 配当は確実ですか？4335 配当履歴とベンチマークを見る4335 、いつまでに購入すれば配当金を受け取れますか？IPS Holdings 配当日配当落ち日Jun 29 2026配当支払日Sep 28 2026配当落ちまでの日数48 days配当支払日までの日数139 days4335 配当は確実ですか？4335 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2026/05/11 21:54終値2026/05/11 00:00収益2026/03/31年間収益2025/06/30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IPS Holdings Co., Ltd. 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
Featured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8570.9% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.3kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative78users have followed this narrativeRead narrative
Reported Earnings • May 09Third quarter 2026 earnings released: EPS: JP¥29.72 (vs JP¥30.60 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.72 (down from JP¥30.60 in 3Q 2025). Revenue: JP¥963.0m (up 9.3% from 3Q 2025). Net income: JP¥68.0m (down 2.9% from 3Q 2025). Profit margin: 7.1% (down from 7.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.
お知らせ • May 08IPS Holdings Co., Ltd. to Report Q3, 2026 Results on May 08, 2026IPS Holdings Co., Ltd. announced that they will report Q3, 2026 results on May 08, 2026
分析記事 • Feb 13Shareholders Will Be Pleased With The Quality of IPS Holdings' (TSE:4335) EarningsIPS Holdings Co., Ltd. ( TSE:4335 ) just reported healthy earnings but the stock price didn't move much. Investors are...
Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥36.28 (vs JP¥37.68 in 2Q 2025)Second quarter 2026 results: EPS: JP¥36.28 (down from JP¥37.68 in 2Q 2025). Revenue: JP¥1.08b (up 8.8% from 2Q 2025). Net income: JP¥83.0m (down 3.5% from 2Q 2025). Profit margin: 7.7% (down from 8.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year.
Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥14.86 (vs JP¥7.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥14.86 (up from JP¥7.46 in 1Q 2025). Revenue: JP¥742.0m (down 7.6% from 1Q 2025). Net income: JP¥34.0m (up 100% from 1Q 2025). Profit margin: 4.6% (up from 2.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Full year 2025 earnings released: EPS: JP¥119 (vs JP¥99.21 in FY 2024)Full year 2025 results: EPS: JP¥119 (up from JP¥99.21 in FY 2024). Revenue: JP¥3.73b (up 19% from FY 2024). Net income: JP¥271.0m (up 20% from FY 2024). Profit margin: 7.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.
Reported Earnings • May 09Third quarter 2026 earnings released: EPS: JP¥29.72 (vs JP¥30.60 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.72 (down from JP¥30.60 in 3Q 2025). Revenue: JP¥963.0m (up 9.3% from 3Q 2025). Net income: JP¥68.0m (down 2.9% from 3Q 2025). Profit margin: 7.1% (down from 7.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.
お知らせ • May 08IPS Holdings Co., Ltd. to Report Q3, 2026 Results on May 08, 2026IPS Holdings Co., Ltd. announced that they will report Q3, 2026 results on May 08, 2026
分析記事 • Feb 13Shareholders Will Be Pleased With The Quality of IPS Holdings' (TSE:4335) EarningsIPS Holdings Co., Ltd. ( TSE:4335 ) just reported healthy earnings but the stock price didn't move much. Investors are...
Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥36.28 (vs JP¥37.68 in 2Q 2025)Second quarter 2026 results: EPS: JP¥36.28 (down from JP¥37.68 in 2Q 2025). Revenue: JP¥1.08b (up 8.8% from 2Q 2025). Net income: JP¥83.0m (down 3.5% from 2Q 2025). Profit margin: 7.7% (down from 8.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year.
Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥14.86 (vs JP¥7.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥14.86 (up from JP¥7.46 in 1Q 2025). Revenue: JP¥742.0m (down 7.6% from 1Q 2025). Net income: JP¥34.0m (up 100% from 1Q 2025). Profit margin: 4.6% (up from 2.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Full year 2025 earnings released: EPS: JP¥119 (vs JP¥99.21 in FY 2024)Full year 2025 results: EPS: JP¥119 (up from JP¥99.21 in FY 2024). Revenue: JP¥3.73b (up 19% from FY 2024). Net income: JP¥271.0m (up 20% from FY 2024). Profit margin: 7.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.
お知らせ • Aug 08IPS Holdings Co., Ltd., Annual General Meeting, Sep 25, 2025IPS Holdings Co., Ltd., Annual General Meeting, Sep 25, 2025.
お知らせ • Jul 07IPS Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Aug 08, 2025IPS Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Aug 08, 2025
Upcoming Dividend • Jun 20Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 26 September 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).
Reported Earnings • May 11Third quarter 2025 earnings released: EPS: JP¥30.60 (vs JP¥10.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.60 (up from JP¥10.54 in 3Q 2024). Revenue: JP¥881.0m (up 24% from 3Q 2024). Net income: JP¥70.0m (up 192% from 3Q 2024). Profit margin: 7.9% (up from 3.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 25% per year.
お知らせ • Apr 19IPS Co., Ltd. to Report Q3, 2025 Results on May 09, 2025IPS Co., Ltd. announced that they will report Q3, 2025 results on May 09, 2025
Reported Earnings • Feb 08Second quarter 2025 earnings released: EPS: JP¥37.68 (vs JP¥29.41 in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.68 (up from JP¥29.41 in 2Q 2024). Revenue: JP¥995.0m (up 21% from 2Q 2024). Net income: JP¥86.0m (up 28% from 2Q 2024). Profit margin: 8.6% (up from 8.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 03IPS Co., Ltd. to Report Q2, 2025 Results on Feb 07, 2025IPS Co., Ltd. announced that they will report Q2, 2025 results on Feb 07, 2025
Reported Earnings • Nov 11First quarter 2025 earnings released: EPS: JP¥7.46 (vs JP¥6.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.46 (up from JP¥6.15 in 1Q 2024). Revenue: JP¥803.0m (up 38% from 1Q 2024). Net income: JP¥17.0m (up 21% from 1Q 2024). Profit margin: 2.1% (down from 2.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 28IPS Co., Ltd. to Report Q1, 2025 Results on Nov 08, 2024IPS Co., Ltd. announced that they will report Q1, 2025 results on Nov 08, 2024
お知らせ • Aug 09IPS Co., Ltd., Annual General Meeting, Sep 25, 2024IPS Co., Ltd., Annual General Meeting, Sep 25, 2024.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥840, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 4.7% over the past three years.
お知らせ • Jul 02IPS Co., Ltd. to Report Fiscal Year 2024 Results on Aug 09, 2024IPS Co., Ltd. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Aug 09, 2024
Upcoming Dividend • Jun 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • May 17Third quarter 2024 earnings released: EPS: JP¥10.54 (vs JP¥74.51 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.54 (down from JP¥74.51 in 3Q 2023). Revenue: JP¥708.0m (down 22% from 3Q 2023). Net income: JP¥24.0m (down 86% from 3Q 2023). Profit margin: 3.4% (down from 19% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 02IPS Co., Ltd. to Report Q3, 2024 Results on May 13, 2024IPS Co., Ltd. announced that they will report Q3, 2024 results on May 13, 2024
Reported Earnings • Feb 11Second quarter 2024 earnings released: EPS: JP¥29.41 (vs JP¥29.69 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.41 (down from JP¥29.69 in 2Q 2023). Revenue: JP¥821.0m (up 29% from 2Q 2023). Net income: JP¥67.0m (down 2.9% from 2Q 2023). Profit margin: 8.2% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 15IPS Co., Ltd. to Report Q2, 2024 Results on Feb 09, 2024IPS Co., Ltd. announced that they will report Q2, 2024 results on Feb 09, 2024
Reported Earnings • Nov 12First quarter 2024 earnings released: EPS: JP¥6.15 (vs JP¥21.93 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥6.15 (up from JP¥21.93 loss in 1Q 2023). Revenue: JP¥583.0m (up 31% from 1Q 2023). Net income: JP¥14.0m (up JP¥65.0m from 1Q 2023). Profit margin: 2.4% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 28IPS Co., Ltd. to Report Q1, 2024 Results on Nov 10, 2023IPS Co., Ltd. announced that they will report Q1, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥91.81 (vs JP¥75.52 in FY 2022)Full year 2023 results: EPS: JP¥91.81 (up from JP¥75.52 in FY 2022). Revenue: JP¥2.83b (up 3.8% from FY 2022). Net income: JP¥212.0m (up 20% from FY 2022). Profit margin: 7.5% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 12IPS Co., Ltd., Annual General Meeting, Sep 26, 2023IPS Co., Ltd., Annual General Meeting, Sep 26, 2023.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,285, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 44% over the past three years.
お知らせ • Jun 22IPS Co., Ltd. to Report Fiscal Year 2023 Results on Aug 10, 2023IPS Co., Ltd. announced that they will report fiscal year 2023 results on Aug 10, 2023
Upcoming Dividend • Jun 22Upcoming dividend of JP¥30.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
Reported Earnings • May 17Third quarter 2023 earnings released: EPS: JP¥74.51 (vs JP¥12.58 in 3Q 2022)Third quarter 2023 results: EPS: JP¥74.51 (up from JP¥12.58 in 3Q 2022). Revenue: JP¥904.0m (up 68% from 3Q 2022). Net income: JP¥172.0m (up 493% from 3Q 2022). Profit margin: 19% (up from 5.4% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥992, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 49% over the past three years.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥844, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 49% over the past three years.
Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥29.69 (vs JP¥5.11 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.69 (up from JP¥5.11 in 2Q 2022). Revenue: JP¥638.0m (down 6.5% from 2Q 2022). Net income: JP¥69.0m (up 475% from 2Q 2022). Profit margin: 11% (up from 1.8% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥763, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 6.5% over the past three years.
お知らせ • Jan 07IPS Co., Ltd. (TSE:4335) announces an Equity Buyback for 140,000 shares, representing 6.03% for $110 million.IPS Co., Ltd. (JASDAQ:4335) announces a share repurchase program. Under the program, the company will repurchase up to 140,000 shares, representing 6.03% of its issued share capital for ¥110 million. The purpose of the program is to improve shareholder returns through improved capital efficiency. The program is valid till June 30, 2023. As of January 6, 2023, the company has 2,322,100 shares issued (excluding treasury stock) and 143,900 shares in treasury.
お知らせ • Dec 28IPS Co., Ltd. to Report Q2, 2023 Results on Feb 10, 2023IPS Co., Ltd. announced that they will report Q2, 2023 results on Feb 10, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). External Director Takuo Enoki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12First quarter 2023 earnings released: JP¥21.93 loss per share (vs JP¥22.53 profit in 1Q 2022)First quarter 2023 results: JP¥21.93 loss per share (down from JP¥22.53 profit in 1Q 2022). Revenue: JP¥445.0m (down 35% from 1Q 2022). Net loss: JP¥51.0m (down 194% from profit in 1Q 2022). 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 2% per year, which means it is significantly lagging earnings.
お知らせ • Oct 20IPS Co., Ltd. to Report Q1, 2023 Results on Nov 10, 2022IPS Co., Ltd. announced that they will report Q1, 2023 results on Nov 10, 2022
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥727, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 16% over the past three years.
お知らせ • Oct 01IPS Co., Ltd. (TSE:4335) announces an Equity Buyback for 140,000 shares, representing 6.02% for ¥110 million.IPS Co., Ltd. (JASDAQ:4335) announces a share repurchase program. Under the program, the company will repurchase up to 140,000 shares, representing 6.02% of its issued share capital for ¥110 million. The purpose of the program is to improve shareholder returns through improved capital efficiency. The program is valid till December 30, 2022. As of September 30, 2022, the company had 2,325,900 shares issued (excluding treasury stock) and 140,100 shares in treasury.
Reported Earnings • Aug 12Full year 2022 earnings released: EPS: JP¥75.52 (vs JP¥77.41 in FY 2021)Full year 2022 results: EPS: JP¥75.52 (down from JP¥77.41 in FY 2021). Revenue: JP¥2.73b (up 9.2% from FY 2021). Net income: JP¥177.0m (down 4.3% from FY 2021). Profit margin: 6.5% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Aug 12IPS Co., Ltd., Annual General Meeting, Sep 27, 2022IPS Co., Ltd., Annual General Meeting, Sep 27, 2022.
お知らせ • Aug 03IPS Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2022IPS Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2022
Upcoming Dividend • Jun 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
Reported Earnings • May 15Third quarter 2022 earnings released: EPS: JP¥12.58 (vs JP¥36.84 in 3Q 2021)Third quarter 2022 results: EPS: JP¥12.58 (down from JP¥36.84 in 3Q 2021). Revenue: JP¥539.0m (down 23% from 3Q 2021). Net income: JP¥29.0m (down 67% from 3Q 2021). Profit margin: 5.4% (down from 13% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). External Director Takuo Enoki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08IPS Co., Ltd. to Report Q3, 2022 Results on May 12, 2022IPS Co., Ltd. announced that they will report Q3, 2022 results on May 12, 2022
Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥5.11 (down from JP¥28.05 in 2Q 2021). Revenue: JP¥682.0m (up 6.4% from 2Q 2021). Net income: JP¥12.0m (down 82% from 2Q 2021). Profit margin: 1.8% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Feb 03IPS Co., Ltd. to Report Q2, 2022 Results on Feb 10, 2022IPS Co., Ltd. announced that they will report Q2, 2022 results on Feb 10, 2022
Reported Earnings • Nov 15First quarter 2022 earnings released: EPS JP¥22.53 (vs JP¥27.21 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥683.0m (up 13% from 1Q 2021). Net income: JP¥54.0m (down 17% from 1Q 2021). Profit margin: 7.9% (down from 11% in 1Q 2021). The decrease in margin was driven by higher expenses.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥77.41 (vs JP¥12.56 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥2.50b (down 6.5% from FY 2020). Net income: JP¥185.0m (up JP¥155.0m from FY 2020). Profit margin: 7.4% (up from 1.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥800, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 22x in the IT industry in Japan. Total returns to shareholders of 40% over the past three years.
Upcoming Dividend • Jun 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 25 September 2021. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (1.4%).
Reported Earnings • May 15Third quarter 2021 earnings released: EPS JP¥36.84 (vs JP¥3.77 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥704.0m (up 33% from 3Q 2020). Net income: JP¥88.0m (up JP¥97.0m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 15IPS (TYO:4335) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Is New 90 Day High Low • Feb 26New 90-day low: JP¥917The company is down 5.0% from its price of JP¥962 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 1.0% over the same period.
分析記事 • Feb 22We Think IPS' (TYO:4335) Statutory Profit Might Understate Its Earnings PotentialIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
分析記事 • Feb 15Is IPS Co., Ltd.'s (TYO:4335) 15% ROE Better Than Average?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
Reported Earnings • Feb 14Second quarter 2021 earnings released: EPS JP¥28.05 (vs JP¥21.35 in 2Q 2020)The company reported a solid second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥641.0m (flat on 2Q 2020). Net income: JP¥67.0m (up 31% from 2Q 2020). Profit margin: 11% (up from 8.0% in 2Q 2020).
Is New 90 Day High Low • Jan 25New 90-day high: JP¥1,112The company is up 32% from its price of JP¥840 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 12% over the same period.
お知らせ • Jan 17IPS Co., Ltd. to Report Q2, 2021 Results on Feb 10, 2021IPS Co., Ltd. announced that they will report Q2, 2021 results on Feb 10, 2021
分析記事 • Jan 13What Can The Trends At IPS (TYO:4335) Tell Us About Their Returns?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Is New 90 Day High Low • Dec 14New 90-day high: JP¥1,058The company is up 18% from its price of JP¥893 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 6.0% over the same period.
分析記事 • Dec 09Three Things You Should Check Before Buying IPS Co., Ltd. (TYO:4335) For Its DividendToday we'll take a closer look at IPS Co., Ltd. ( TYO:4335 ) from a dividend investor's perspective. Owning a strong...
Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 16% share price gain to JP¥938, the stock is trading at a trailing P/E ratio of 74.7x, up from the previous P/E ratio of 64.4x. This compares to an average P/E of 29x in the IT industry in Japan. Total returns to shareholders over the past three years are 59%.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 16% share price gain to JP¥967, the stock is trading at a trailing P/E ratio of 77x, up from the previous P/E ratio of 66.3x. This compares to an average P/E of 28x in the IT industry in Japan. Total returns to shareholders over the past three years are 62%.
お知らせ • Nov 08IPS Co., Ltd. to Report Q1, 2021 Results on Nov 12, 2020IPS Co., Ltd. announced that they will report Q1, 2021 results on Nov 12, 2020
お知らせ • Nov 07Global Trust Networks Co.,Ltd. agreed to acquire man resources-related business divisions from IPS Co., Ltd. (JASDAQ:4335).Global Trust Networks Co.,Ltd. agreed to acquire man resources-related business divisions from IPS Co., Ltd. (JASDAQ:4335) on November 5, 2020. The business division generated sales of ¥164 million in 2019. The parties will sign an agreement on November 6, 2020. The Board of IPS resolved on the transaction. The transaction is expected to complete on January 1, 2021.
お知らせ • Jul 17IPS Co., Ltd. to Report Fiscal Year 2020 Results on Aug 11, 2020IPS Co., Ltd. announced that they will report fiscal year 2020 results on Aug 11, 2020
