View ValuationYMIRLINKInc 将来の成長Future 基準チェック /06現在、 YMIRLINKIncの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Software 収益成長14.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Sep 03Ymirlink,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2024YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales to be JPY 2,570 million, operating profit to be JPY 610 million, basic earnings to be JPY 420 million and basic earnings per share to be JPY 109.79.お知らせ • Sep 05YMIRLINK,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2023YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2023. For the year, the company expects net sales to be JPY 2,400 million, operating profit to be JPY 575 million, basic earnings to be JPY 396 million and basic earnings per share to be JPY 104.11.お知らせ • Nov 25YMIRLINK,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2022YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of JPY 2,175 million, operating profit of JPY 470 million, basic earnings of JPY 321 million or JPY 83.24 per share basic.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,269, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 6.7% over the past three years.Buy Or Sell Opportunity • Mar 06Now 22% overvaluedOver the last 90 days, the stock has fallen 21% to JP¥1,120. The fair value is estimated to be JP¥922, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.5%.New Risk • Feb 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: 12% Last year net profit margin: 18% 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 (12% net profit margin). Market cap is less than US$100m (JP¥4.52b market cap, or US$29.5m).お知らせ • Feb 13YMIRLINK,Inc., Annual General Meeting, Mar 26, 2026YMIRLINK,Inc., Annual General Meeting, Mar 26, 2026.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,165, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 2.0% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).お知らせ • Sep 19YMIRLINK,Inc. to Report Q3, 2025 Results on Nov 14, 2025YMIRLINK,Inc. announced that they will report Q3, 2025 results on Nov 14, 2025分析記事 • Aug 23YMIRLINKInc's (TSE:4372) Solid Earnings May Rest On Weak FoundationsThe stock price didn't jump after YMIRLINK,Inc. ( TSE:4372 ) posted decent earnings last week. We did some digging and...Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: JP¥24.01 (vs JP¥28.44 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.01 (down from JP¥28.44 in 2Q 2024). Revenue: JP¥748.0m (up 14% from 2Q 2024). Net income: JP¥92.0m (down 16% from 2Q 2024). Profit margin: 12% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses.New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (JP¥5.87b market cap, or US$39.6m).お知らせ • May 31YMIRLINK,Inc. to Report Q2, 2025 Results on Aug 14, 2025YMIRLINK,Inc. announced that they will report Q2, 2025 results on Aug 14, 2025Reported Earnings • May 21First quarter 2025 earnings released: EPS: JP¥24.79 (vs JP¥26.46 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.79 (down from JP¥26.46 in 1Q 2024). Revenue: JP¥724.0m (up 12% from 1Q 2024). Net income: JP¥95.0m (down 6.2% from 1Q 2024). Profit margin: 13% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Mar 08YMIRLINK,Inc. to Report Q1, 2025 Results on May 15, 2025YMIRLINK,Inc. announced that they will report Q1, 2025 results on May 15, 2025お知らせ • Mar 07+ 1 more updateYMIRLINK, Inc. Announces Normal Dividend for the Fiscal Year Ended December 31, 2024, Payable on March 28, 2025YMIRLINK Inc. announced normal dividend of JPY 18.00 per share for the fiscal year ended December 31, 2024, payable on March 28, 2025.分析記事 • Feb 21We Think YMIRLINKInc's (TSE:4372) Solid Earnings Are UnderstatedYMIRLINK,Inc.'s ( TSE:4372 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥122 (vs JP¥107 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥107 in FY 2023). Revenue: JP¥2.67b (up 15% from FY 2023). Net income: JP¥469.0m (up 15% from FY 2023). Profit margin: 18% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14YMIRLINK,Inc., Annual General Meeting, Mar 27, 2025YMIRLINK,Inc., Annual General Meeting, Mar 27, 2025.お知らせ • Jan 03YMIRLINK,Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025YMIRLINK,Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: JP¥29.75 (vs JP¥28.46 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.75 (up from JP¥28.46 in 3Q 2023). Revenue: JP¥674.0m (up 17% from 3Q 2023). Net income: JP¥114.0m (up 4.6% from 3Q 2023). Profit margin: 17% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 10YMIRLINK,Inc. to Report Q3, 2024 Results on Nov 12, 2024YMIRLINK,Inc. announced that they will report Q3, 2024 results on Nov 12, 2024お知らせ • Sep 04YMIRLINK,Inc. (TSE:4372) completed the acquisition of ROC inc. from Sho Sakamoto.YMIRLINK,Inc. (TSE:4372) agreed to acquire ROC inc. from Sho Sakamoto on June 14, 2024. For the period ending August 31, 2023, ROC inc. reported total revenue of ¥148 million, operating loss of ¥5 million and net loss of ¥5 million. As of August 31, 2023, ROC inc. reported total assets of ¥73 million and net liabilities of ¥13 million. The expected completion of the transaction is September 1, 2027. YMIRLINK,Inc. (TSE:4372) completed the acquisition of ROC inc. from Sho Sakamoto on September 2, 2024.お知らせ • Sep 03Ymirlink,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2024YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales to be JPY 2,570 million, operating profit to be JPY 610 million, basic earnings to be JPY 420 million and basic earnings per share to be JPY 109.79.分析記事 • Aug 22YMIRLINKInc's (TSE:4372) Earnings Offer More Than Meets The EyeYMIRLINK,Inc.'s ( TSE:4372 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥28.45 (vs JP¥25.39 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.45 (up from JP¥25.39 in 2Q 2023). Revenue: JP¥659.0m (up 13% from 2Q 2023). Net income: JP¥109.0m (up 12% from 2Q 2023). Profit margin: 17% (in line with 2Q 2023).お知らせ • Jun 06YMIRLINK,Inc. to Report Q2, 2024 Results on Aug 09, 2024YMIRLINK,Inc. announced that they will report Q2, 2024 results on Aug 09, 2024Reported Earnings • May 20First quarter 2024 earnings released: EPS: JP¥26.37 (vs JP¥23.37 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.37 (up from JP¥23.37 in 1Q 2023). Revenue: JP¥648.0m (up 18% from 1Q 2023). Net income: JP¥101.0m (up 14% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023).お知らせ • Mar 01YMIRLINK,Inc. to Report Q1, 2024 Results on May 14, 2024YMIRLINK,Inc. announced that they will report Q1, 2024 results on May 14, 2024お知らせ • Feb 16YMIRLINK,Inc., Annual General Meeting, Mar 28, 2024YMIRLINK,Inc., Annual General Meeting, Mar 28, 2024.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥107 (vs JP¥92.82 in FY 2022)Full year 2023 results: EPS: JP¥107 (up from JP¥92.82 in FY 2022). Revenue: JP¥2.32b (up 6.1% from FY 2022). Net income: JP¥409.0m (up 14% from FY 2022). Profit margin: 18% (up from 17% in FY 2022). The increase in margin was driven by higher revenue.お知らせ • Dec 05YMIRLINK,Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024YMIRLINK,Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: JP¥28.46 (vs JP¥22.95 in 3Q 2022)Third quarter 2023 results: EPS: JP¥28.46 (up from JP¥22.95 in 3Q 2022). Revenue: JP¥577.0m (up 11% from 3Q 2022). Net income: JP¥109.0m (up 23% from 3Q 2022). Profit margin: 19% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue.お知らせ • Sep 28YMIRLINK,Inc. to Report Q3, 2023 Results on Nov 13, 2023YMIRLINK,Inc. announced that they will report Q3, 2023 results on Nov 13, 2023お知らせ • Sep 05YMIRLINK,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2023YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2023. For the year, the company expects net sales to be JPY 2,400 million, operating profit to be JPY 575 million, basic earnings to be JPY 396 million and basic earnings per share to be JPY 104.11.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: JP¥25.39 (vs JP¥22.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.39 (up from JP¥22.09 in 2Q 2022). Revenue: JP¥581.0m (up 2.1% from 2Q 2022). Net income: JP¥97.0m (up 13% from 2Q 2022). Profit margin: 17% (up from 15% in 2Q 2022).お知らせ • Jun 28YMIRLINK,Inc. to Report Q2, 2023 Results on Aug 09, 2023YMIRLINK,Inc. announced that they will report Q2, 2023 results on Aug 09, 2023Reported Earnings • May 15First quarter 2023 earnings released: EPS: JP¥23.37 (vs JP¥20.81 in 1Q 2022)First quarter 2023 results: EPS: JP¥23.37 (up from JP¥20.81 in 1Q 2022). Revenue: JP¥551.0m (up 3.8% from 1Q 2022). Net income: JP¥89.0m (up 9.9% from 1Q 2022). Profit margin: 16% (in line with 1Q 2022).Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥92.82 (vs JP¥78.40 in FY 2021)Full year 2022 results: EPS: JP¥92.82 (up from JP¥78.40 in FY 2021). Revenue: JP¥2.18b (up 13% from FY 2021). Net income: JP¥359.0m (up 26% from FY 2021). Profit margin: 17% (up from 15% in FY 2021). The increase in margin was driven by higher revenue.お知らせ • Feb 12YMIRLINK,Inc., Annual General Meeting, Mar 30, 2023YMIRLINK,Inc., Annual General Meeting, Mar 30, 2023.お知らせ • Dec 09YMIRLINK,Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023YMIRLINK,Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023お知らせ • Nov 25YMIRLINK,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2022YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of JPY 2,175 million, operating profit of JPY 470 million, basic earnings of JPY 321 million or JPY 83.24 per share basic.Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: JP¥22.95 (vs JP¥25.42 in 3Q 2021)Third quarter 2022 results: EPS: JP¥22.95 (down from JP¥25.42 in 3Q 2021). Revenue: JP¥522.0m (flat on 3Q 2021). Net income: JP¥89.0m (down 10% from 3Q 2021). Profit margin: 17% (down from 19% in 3Q 2021).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Sep 17YMIRLINK,Inc. to Report Q3, 2022 Results on Nov 14, 2022YMIRLINK,Inc. announced that they will report Q3, 2022 results on Nov 14, 2022お知らせ • Sep 15YMIRLINK,Inc. (TSE:4372) announces an Equity Buyback for 84,600 shares, representing 2.17% for ¥120 million.YMIRLINK,Inc. (TSE:4372) announces a share repurchase program. Under the program, the company will repurchase up to 84,600 shares, representing 2.17% for ¥120 million. The purpose of the plan is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. The plan is valid till September 15, 2022. As of June 30, 2022, the company had 3,892,600 shares issued and 0 shares in treasury.Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: JP¥22.09. Revenue: JP¥569.0m (flat on 2Q 2021). Net income: JP¥86.0m (up JP¥86.0m from 2Q 2021). Profit margin: 15% (up from null in 2Q 2021).お知らせ • Jun 16YMIRLINK,Inc. to Report Q2, 2022 Results on Aug 12, 2022YMIRLINK,Inc. announced that they will report Q2, 2022 results on Aug 12, 2022Reported Earnings • May 19First quarter 2022 earnings releasedFirst quarter 2022 results: EPS: JP¥20.81. Revenue: JP¥531.0m (flat on 1Q 2021). Net income: JP¥81.0m (up JP¥81.0m from 1Q 2021). Profit margin: 15% (up from null in 1Q 2021).Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08YMIRLINK,Inc. to Report Q1, 2022 Results on May 13, 2022YMIRLINK,Inc. announced that they will report Q1, 2022 results on May 13, 2022お知らせ • Feb 17YMIRLINK,Inc., Annual General Meeting, Mar 30, 2022YMIRLINK,Inc., Annual General Meeting, Mar 30, 2022.Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥78.40 (up from JP¥63.02 in FY 2020). Revenue: JP¥1.93b (up 18% from FY 2020). Net income: JP¥286.0m (up 28% from FY 2020). Profit margin: 15% (in line with FY 2020). Revenue was in line with analyst estimates.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,222, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 27x in the Software industry in Japan.お知らせ • Sep 24YMIRLINK,Inc. has completed an IPO in the amount of ¥1.276 billion.YMIRLINK,Inc. has completed an IPO in the amount of ¥1.276 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,276,000 Price\Range: ¥1000 Discount Per Security: ¥80 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、YMIRLINKInc は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:4372 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20253,054362311502N/A9/30/20252,924451N/AN/AN/A6/30/20252,834446289470N/A3/31/20252,744463N/AN/AN/A12/31/20242,669469509601N/A9/30/20242,587438N/AN/AN/A6/30/20242,490434475579N/A3/31/20242,412421N/AN/AN/A12/31/20232,315409368459N/A9/30/20232,268399N/AN/AN/A6/30/20232,213378371464N/A3/31/20232,202368N/AN/AN/A12/31/20222,181359327444N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4372の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 4372の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 4372の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 4372の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 4372の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4372の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2026/05/14 05:27終値2026/05/14 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋YMIRLINK,Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Toshinori KatsukiNomura Securities Co. Ltd.
お知らせ • Sep 03Ymirlink,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2024YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales to be JPY 2,570 million, operating profit to be JPY 610 million, basic earnings to be JPY 420 million and basic earnings per share to be JPY 109.79.
お知らせ • Sep 05YMIRLINK,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2023YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2023. For the year, the company expects net sales to be JPY 2,400 million, operating profit to be JPY 575 million, basic earnings to be JPY 396 million and basic earnings per share to be JPY 104.11.
お知らせ • Nov 25YMIRLINK,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2022YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of JPY 2,175 million, operating profit of JPY 470 million, basic earnings of JPY 321 million or JPY 83.24 per share basic.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,269, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 6.7% over the past three years.
Buy Or Sell Opportunity • Mar 06Now 22% overvaluedOver the last 90 days, the stock has fallen 21% to JP¥1,120. The fair value is estimated to be JP¥922, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.5%.
New Risk • Feb 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: 12% Last year net profit margin: 18% 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 (12% net profit margin). Market cap is less than US$100m (JP¥4.52b market cap, or US$29.5m).
お知らせ • Feb 13YMIRLINK,Inc., Annual General Meeting, Mar 26, 2026YMIRLINK,Inc., Annual General Meeting, Mar 26, 2026.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,165, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 2.0% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
お知らせ • Sep 19YMIRLINK,Inc. to Report Q3, 2025 Results on Nov 14, 2025YMIRLINK,Inc. announced that they will report Q3, 2025 results on Nov 14, 2025
分析記事 • Aug 23YMIRLINKInc's (TSE:4372) Solid Earnings May Rest On Weak FoundationsThe stock price didn't jump after YMIRLINK,Inc. ( TSE:4372 ) posted decent earnings last week. We did some digging and...
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: JP¥24.01 (vs JP¥28.44 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.01 (down from JP¥28.44 in 2Q 2024). Revenue: JP¥748.0m (up 14% from 2Q 2024). Net income: JP¥92.0m (down 16% from 2Q 2024). Profit margin: 12% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses.
New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (JP¥5.87b market cap, or US$39.6m).
お知らせ • May 31YMIRLINK,Inc. to Report Q2, 2025 Results on Aug 14, 2025YMIRLINK,Inc. announced that they will report Q2, 2025 results on Aug 14, 2025
Reported Earnings • May 21First quarter 2025 earnings released: EPS: JP¥24.79 (vs JP¥26.46 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.79 (down from JP¥26.46 in 1Q 2024). Revenue: JP¥724.0m (up 12% from 1Q 2024). Net income: JP¥95.0m (down 6.2% from 1Q 2024). Profit margin: 13% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Mar 08YMIRLINK,Inc. to Report Q1, 2025 Results on May 15, 2025YMIRLINK,Inc. announced that they will report Q1, 2025 results on May 15, 2025
お知らせ • Mar 07+ 1 more updateYMIRLINK, Inc. Announces Normal Dividend for the Fiscal Year Ended December 31, 2024, Payable on March 28, 2025YMIRLINK Inc. announced normal dividend of JPY 18.00 per share for the fiscal year ended December 31, 2024, payable on March 28, 2025.
分析記事 • Feb 21We Think YMIRLINKInc's (TSE:4372) Solid Earnings Are UnderstatedYMIRLINK,Inc.'s ( TSE:4372 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥122 (vs JP¥107 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥107 in FY 2023). Revenue: JP¥2.67b (up 15% from FY 2023). Net income: JP¥469.0m (up 15% from FY 2023). Profit margin: 18% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14YMIRLINK,Inc., Annual General Meeting, Mar 27, 2025YMIRLINK,Inc., Annual General Meeting, Mar 27, 2025.
お知らせ • Jan 03YMIRLINK,Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025YMIRLINK,Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: JP¥29.75 (vs JP¥28.46 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.75 (up from JP¥28.46 in 3Q 2023). Revenue: JP¥674.0m (up 17% from 3Q 2023). Net income: JP¥114.0m (up 4.6% from 3Q 2023). Profit margin: 17% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 10YMIRLINK,Inc. to Report Q3, 2024 Results on Nov 12, 2024YMIRLINK,Inc. announced that they will report Q3, 2024 results on Nov 12, 2024
お知らせ • Sep 04YMIRLINK,Inc. (TSE:4372) completed the acquisition of ROC inc. from Sho Sakamoto.YMIRLINK,Inc. (TSE:4372) agreed to acquire ROC inc. from Sho Sakamoto on June 14, 2024. For the period ending August 31, 2023, ROC inc. reported total revenue of ¥148 million, operating loss of ¥5 million and net loss of ¥5 million. As of August 31, 2023, ROC inc. reported total assets of ¥73 million and net liabilities of ¥13 million. The expected completion of the transaction is September 1, 2027. YMIRLINK,Inc. (TSE:4372) completed the acquisition of ROC inc. from Sho Sakamoto on September 2, 2024.
お知らせ • Sep 03Ymirlink,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2024YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales to be JPY 2,570 million, operating profit to be JPY 610 million, basic earnings to be JPY 420 million and basic earnings per share to be JPY 109.79.
分析記事 • Aug 22YMIRLINKInc's (TSE:4372) Earnings Offer More Than Meets The EyeYMIRLINK,Inc.'s ( TSE:4372 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥28.45 (vs JP¥25.39 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.45 (up from JP¥25.39 in 2Q 2023). Revenue: JP¥659.0m (up 13% from 2Q 2023). Net income: JP¥109.0m (up 12% from 2Q 2023). Profit margin: 17% (in line with 2Q 2023).
お知らせ • Jun 06YMIRLINK,Inc. to Report Q2, 2024 Results on Aug 09, 2024YMIRLINK,Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
Reported Earnings • May 20First quarter 2024 earnings released: EPS: JP¥26.37 (vs JP¥23.37 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.37 (up from JP¥23.37 in 1Q 2023). Revenue: JP¥648.0m (up 18% from 1Q 2023). Net income: JP¥101.0m (up 14% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023).
お知らせ • Mar 01YMIRLINK,Inc. to Report Q1, 2024 Results on May 14, 2024YMIRLINK,Inc. announced that they will report Q1, 2024 results on May 14, 2024
お知らせ • Feb 16YMIRLINK,Inc., Annual General Meeting, Mar 28, 2024YMIRLINK,Inc., Annual General Meeting, Mar 28, 2024.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥107 (vs JP¥92.82 in FY 2022)Full year 2023 results: EPS: JP¥107 (up from JP¥92.82 in FY 2022). Revenue: JP¥2.32b (up 6.1% from FY 2022). Net income: JP¥409.0m (up 14% from FY 2022). Profit margin: 18% (up from 17% in FY 2022). The increase in margin was driven by higher revenue.
お知らせ • Dec 05YMIRLINK,Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024YMIRLINK,Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: JP¥28.46 (vs JP¥22.95 in 3Q 2022)Third quarter 2023 results: EPS: JP¥28.46 (up from JP¥22.95 in 3Q 2022). Revenue: JP¥577.0m (up 11% from 3Q 2022). Net income: JP¥109.0m (up 23% from 3Q 2022). Profit margin: 19% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue.
お知らせ • Sep 28YMIRLINK,Inc. to Report Q3, 2023 Results on Nov 13, 2023YMIRLINK,Inc. announced that they will report Q3, 2023 results on Nov 13, 2023
お知らせ • Sep 05YMIRLINK,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2023YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2023. For the year, the company expects net sales to be JPY 2,400 million, operating profit to be JPY 575 million, basic earnings to be JPY 396 million and basic earnings per share to be JPY 104.11.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: JP¥25.39 (vs JP¥22.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.39 (up from JP¥22.09 in 2Q 2022). Revenue: JP¥581.0m (up 2.1% from 2Q 2022). Net income: JP¥97.0m (up 13% from 2Q 2022). Profit margin: 17% (up from 15% in 2Q 2022).
お知らせ • Jun 28YMIRLINK,Inc. to Report Q2, 2023 Results on Aug 09, 2023YMIRLINK,Inc. announced that they will report Q2, 2023 results on Aug 09, 2023
Reported Earnings • May 15First quarter 2023 earnings released: EPS: JP¥23.37 (vs JP¥20.81 in 1Q 2022)First quarter 2023 results: EPS: JP¥23.37 (up from JP¥20.81 in 1Q 2022). Revenue: JP¥551.0m (up 3.8% from 1Q 2022). Net income: JP¥89.0m (up 9.9% from 1Q 2022). Profit margin: 16% (in line with 1Q 2022).
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥92.82 (vs JP¥78.40 in FY 2021)Full year 2022 results: EPS: JP¥92.82 (up from JP¥78.40 in FY 2021). Revenue: JP¥2.18b (up 13% from FY 2021). Net income: JP¥359.0m (up 26% from FY 2021). Profit margin: 17% (up from 15% in FY 2021). The increase in margin was driven by higher revenue.
お知らせ • Feb 12YMIRLINK,Inc., Annual General Meeting, Mar 30, 2023YMIRLINK,Inc., Annual General Meeting, Mar 30, 2023.
お知らせ • Dec 09YMIRLINK,Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023YMIRLINK,Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023
お知らせ • Nov 25YMIRLINK,Inc. Provides Non-Consolidated Earnings Guidance for the Year Ending December 31, 2022YMIRLINK,Inc. provided non-consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of JPY 2,175 million, operating profit of JPY 470 million, basic earnings of JPY 321 million or JPY 83.24 per share basic.
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: JP¥22.95 (vs JP¥25.42 in 3Q 2021)Third quarter 2022 results: EPS: JP¥22.95 (down from JP¥25.42 in 3Q 2021). Revenue: JP¥522.0m (flat on 3Q 2021). Net income: JP¥89.0m (down 10% from 3Q 2021). Profit margin: 17% (down from 19% in 3Q 2021).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Sep 17YMIRLINK,Inc. to Report Q3, 2022 Results on Nov 14, 2022YMIRLINK,Inc. announced that they will report Q3, 2022 results on Nov 14, 2022
お知らせ • Sep 15YMIRLINK,Inc. (TSE:4372) announces an Equity Buyback for 84,600 shares, representing 2.17% for ¥120 million.YMIRLINK,Inc. (TSE:4372) announces a share repurchase program. Under the program, the company will repurchase up to 84,600 shares, representing 2.17% for ¥120 million. The purpose of the plan is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. The plan is valid till September 15, 2022. As of June 30, 2022, the company had 3,892,600 shares issued and 0 shares in treasury.
Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: JP¥22.09. Revenue: JP¥569.0m (flat on 2Q 2021). Net income: JP¥86.0m (up JP¥86.0m from 2Q 2021). Profit margin: 15% (up from null in 2Q 2021).
お知らせ • Jun 16YMIRLINK,Inc. to Report Q2, 2022 Results on Aug 12, 2022YMIRLINK,Inc. announced that they will report Q2, 2022 results on Aug 12, 2022
Reported Earnings • May 19First quarter 2022 earnings releasedFirst quarter 2022 results: EPS: JP¥20.81. Revenue: JP¥531.0m (flat on 1Q 2021). Net income: JP¥81.0m (up JP¥81.0m from 1Q 2021). Profit margin: 15% (up from null in 1Q 2021).
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08YMIRLINK,Inc. to Report Q1, 2022 Results on May 13, 2022YMIRLINK,Inc. announced that they will report Q1, 2022 results on May 13, 2022
お知らせ • Feb 17YMIRLINK,Inc., Annual General Meeting, Mar 30, 2022YMIRLINK,Inc., Annual General Meeting, Mar 30, 2022.
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥78.40 (up from JP¥63.02 in FY 2020). Revenue: JP¥1.93b (up 18% from FY 2020). Net income: JP¥286.0m (up 28% from FY 2020). Profit margin: 15% (in line with FY 2020). Revenue was in line with analyst estimates.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,222, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 27x in the Software industry in Japan.
お知らせ • Sep 24YMIRLINK,Inc. has completed an IPO in the amount of ¥1.276 billion.YMIRLINK,Inc. has completed an IPO in the amount of ¥1.276 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,276,000 Price\Range: ¥1000 Discount Per Security: ¥80