View ValuationSmaregi 将来の成長Future 基準チェック /36Smaregi利益と収益がそれぞれ年間7.9%と19%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.5% 19.8%なると予測されています。主要情報7.9%収益成長率19.82%EPS成長率Software 収益成長13.4%収益成長率19.0%将来の株主資本利益率20.50%アナリストカバレッジLow最終更新日19 Jun 2026今後の成長に関する最新情報Major Estimate Revision • Jun 20Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥15.1b to JP¥15.4b. EPS estimate increased from JP¥130 to JP¥144 per share. Net income forecast to shrink 1.3% next year vs 12% growth forecast for Software industry in Japan . Consensus price target of JP¥3,000 unchanged from last update. Share price was steady at JP¥2,408 over the past week.お知らせ • Dec 13Smaregi, Inc. Revises Non-Consolidated Earning Guidance for the Fiscal Year Ending April 30, 2024Smaregi, Inc. revised non-consolidated earning guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 8,012 million, operating profit of JPY 1,303 million, net income of JPY 884 million and basic earnings per share of JPY 46.17.お知らせ • Jun 14Smaregi, Inc. Provides Earning Guidance for the Fiscal Year Ending April 30, 2024Smaregi, Inc. provided earning guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 7,688 million, operating profit of JPY 914 million, ordinary profit of JPY 914 million, net income of JPY 636 million and basic earnings per share of JPY 33.24.お知らせ • Dec 29Smaregi, Inc. Provides Non Consolidated Earnings Guidance for Year Ending April 30, 2023Smaregi, Inc. provided non consolidated earnings guidance for year ending April 30, 2023. For the period, the company expects Net sales of JPY 5,593 million, Operating profit of JPY 651 million, Net income of JPY 403 million and basing earnings per share of JPY 20.67.お知らせ • Dec 15Smaregi, Inc. Provides Earnings Guidance for Year Ending April 30, 2023Smaregi, Inc. provided earnings guidance for year ending April 30, 2023. For the period, the company expects Net sales of JPY 5,593 million, Operating profit of JPY 651 million, Net income of JPY 403 million and basing earnings per share of JPY 20.67.Price Target Changed • Mar 18Price target decreased to JP¥2,300Down from JP¥3,000, the current price target is an average from 2 analysts. New target price is 74% above last closing price of JP¥1,324. Stock is down 54% over the past year. The company is forecast to post earnings per share of JP¥27.06 for next year compared to JP¥14.05 last year.すべての更新を表示Recent updatesMajor Estimate Revision • Jun 20Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥15.1b to JP¥15.4b. EPS estimate increased from JP¥130 to JP¥144 per share. Net income forecast to shrink 1.3% next year vs 12% growth forecast for Software industry in Japan . Consensus price target of JP¥3,000 unchanged from last update. Share price was steady at JP¥2,408 over the past week.分析記事 • Jun 19We Think Smaregi's (TSE:4431) Robust Earnings Are ConservativeWhen companies post strong earnings, the stock generally performs well, just like Smaregi, Inc.'s ( TSE:4431 ) stock...お知らせ • Jun 16Smaregi, Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending April 30, 2027Smaregi, Inc. expects to pay year-end dividend of JPY 29.00 per share for the fiscal year ending April 30, 2027 as compared to JPY 24.00 per share a year ago.お知らせ • Jun 12Smaregi, Inc., Annual General Meeting, Jul 29, 2026Smaregi, Inc., Annual General Meeting, Jul 29, 2026.お知らせ • Jun 10Smaregi, Inc. Announces Year End Dividend for the Fiscal Year Ended April 30, 2026, Payable on July 14, 2026Smaregi, Inc. announced that, at the meeting of its Board of Directors held June 8, 2026, it resolved to distribute a dividend of JPY 24.00 per share for the fiscal year ended April 30, 2026 from surplus with a record date of April 30, 2026 against JPY 15.00 per share a year ago. Effective Date is on July 14, 2026. Total Dividend Amount of JPY 462 million. Source of Dividend from Retained Earnings. Reason for the Dividend: The Company's foundational capital allocation policy focuses on maximizing long-term shareholder value by actively driving business expansion while providing stable and sustainable returns to company investors. Smaregiprioritize securing ample capital to fund strategic expansion vectors, including high-upside mergers and acquisitions (M&A). After ensuring these investment reserves are met, Smaregi comprehensively evaluate our operational milestones, cash flow generation capabilities, financial health, and macro-market trends to finalize dividend pay-outs. In accordance with this capital strategy, and targeting a benchmark dividend payout ratio of approximately 20%, the Company has decided to distribute a year-end dividend of JPY 24.00 per share for the fiscal year ended April 30, 2026. This represents a strong year-on-year dividend escalation, returning the fruits of company's ongoing SaaS growth directly to company's shareholders.お知らせ • May 09+ 3 more updatesSmaregi, Inc. to Report Fiscal Year 2026 Results on Jun 12, 2026Smaregi, Inc. announced that they will report fiscal year 2026 results on Jun 12, 2026Upcoming Dividend • Apr 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 14 July 2026. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,030, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,334 per share.New Risk • Mar 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,588, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Software industry in Japan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,517 per share.分析記事 • Jan 27Estimating The Intrinsic Value Of Smaregi, Inc. (TSE:4431)Key Insights Using the 2 Stage Free Cash Flow to Equity, Smaregi fair value estimate is JP¥2,479 With JP¥2,850 share...Buy Or Sell Opportunity • Jan 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥3,095. The fair value is estimated to be JP¥2,469, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 21%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.Buy Or Sell Opportunity • Dec 15Now 15% overvaluedOver the last 90 days, the stock has fallen 6.9% to JP¥2,825. The fair value is estimated to be JP¥2,464, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 21%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.Declared Dividend • Dec 15Dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th April 2026 Payment date: 14th July 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 22%.Buy Or Sell Opportunity • Oct 03Now 22% overvaluedOver the last 90 days, the stock has fallen 2.1% to JP¥2,879. The fair value is estimated to be JP¥2,367, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 21%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.Reported Earnings • Sep 15First quarter 2026 earnings released: EPS: JP¥19.57 (vs JP¥20.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.57 (down from JP¥20.61 in 1Q 2025). Revenue: JP¥3.01b (up 19% from 1Q 2025). Net income: JP¥377.0m (down 4.9% from 1Q 2025). Profit margin: 13% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.Reported Earnings • Aug 02Full year 2025 earnings released: EPS: JP¥85.14 (vs JP¥63.21 in FY 2024)Full year 2025 results: EPS: JP¥85.14 (up from JP¥63.21 in FY 2024). Revenue: JP¥11.1b (up 32% from FY 2024). Net income: JP¥1.64b (up 35% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 15Is It Too Late To Consider Buying Smaregi, Inc. (TSE:4431)?Smaregi, Inc. ( TSE:4431 ), might not be a large cap stock, but it led the TSE gainers with a relatively large price...分析記事 • Jun 19Smaregi (TSE:4431) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe stock was sluggish on the back of Smaregi, Inc.'s ( TSE:4431 ) recent earnings report. We have done some analysis...Reported Earnings • Jun 13Full year 2025 earnings released: EPS: JP¥85.16 (vs JP¥63.21 in FY 2024)Full year 2025 results: EPS: JP¥85.16 (up from JP¥63.21 in FY 2024). Revenue: JP¥11.1b (up 32% from FY 2024). Net income: JP¥1.64b (up 35% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 12Smaregi, Inc., Annual General Meeting, Jul 29, 2025Smaregi, Inc., Annual General Meeting, Jul 29, 2025.お知らせ • Jun 04Podobas Global Investments completed the acquisition of 5.08% stake in Smaregi, Inc. (TSE:4431).Podobas Global Investments acquired 5.08% stake in Smaregi, Inc. (TSE:4431) on June 4, 2025. Podobas Global Investments completed the acquisition of 5.08% stake in Smaregi, Inc. (TSE:4431) on June 4, 2025.分析記事 • May 07Market Participants Recognise Smaregi, Inc.'s (TSE:4431) Earnings Pushing Shares 33% HigherSmaregi, Inc. ( TSE:4431 ) shares have had a really impressive month, gaining 33% after a shaky period beforehand. The...分析記事 • Apr 28Here's Why Smaregi (TSE:4431) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Apr 15+ 1 more updateSmaregi, Inc. to Report Q1, 2026 Results on Sep 12, 2025Smaregi, Inc. announced that they will report Q1, 2026 results on Sep 12, 2025お知らせ • Apr 14+ 1 more updateSmaregi, Inc. to Report Q3, 2025 Results on Mar 13, 2026Smaregi, Inc. announced that they will report Q3, 2025 results on Mar 13, 2026分析記事 • Mar 14Is Now An Opportune Moment To Examine Smaregi, Inc. (TSE:4431)?Smaregi, Inc. ( TSE:4431 ), is not the largest company out there, but it saw a double-digit share price rise of over...Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,608, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 22x in the Software industry in Japan. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,412 per share.New Risk • Dec 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.分析記事 • Nov 11At JP¥3,215, Is It Time To Put Smaregi, Inc. (TSE:4431) On Your Watch List?Smaregi, Inc. ( TSE:4431 ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • Sep 13Capital Investment Trends At Smaregi (TSE:4431) Look StrongWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,691, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,503 per share.分析記事 • Aug 22Here's Why We Think Smaregi (TSE:4431) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 19% to JP¥1,873. The fair value is estimated to be JP¥1,517, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last year. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,951, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,514 per share.お知らせ • Aug 01Smaregi, Inc. Announces Change in Representative DirectorSmaregi, Inc. announce that at its board meeting, the following decisions were made regarding the changes in the representative members of the board. Changes in Representative Directors (Effective July 29, 2024): Hiroshi Yamamoto appointed as Hiroshi Yamamoto and Former Position is Representative Director. Ryuhei Miyazaki as Representative Director and his Former Position is Director. Ryuhei Miyazaki born on January 15, 1987. Career Summary: November 2007: Joined aiosl technology Co. Ltd. January 2011: Joined Smaregi, Inc. as Development Section Manager January 2017: Head of Development Department July 2019: Director (current).お知らせ • Jun 27+ 2 more updatesSmaregi, Inc. to Report Q1, 2025 Results on Sep 12, 2024Smaregi, Inc. announced that they will report Q1, 2025 results on Sep 12, 2024分析記事 • Jun 27Smaregi (TSE:4431) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereSmaregi, Inc.'s ( TSE:4431 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,265, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,339 per share.分析記事 • Jun 21Is It Time To Consider Buying Smaregi, Inc. (TSE:4431)?While Smaregi, Inc. ( TSE:4431 ) might not have the largest market cap around , it received a lot of attention from a...お知らせ • Jun 15Smaregi, Inc., Annual General Meeting, Jul 29, 2024Smaregi, Inc., Annual General Meeting, Jul 29, 2024.Buy Or Sell Opportunity • May 31Now 21% overvaluedOver the last 90 days, the stock has fallen 9.4% to JP¥2,099. The fair value is estimated to be JP¥1,741, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last year. Earnings per share has grown by 68%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.お知らせ • Apr 02Smaregi, Inc. to Report Fiscal Year 2024 Results on Jun 13, 2024Smaregi, Inc. announced that they will report fiscal year 2024 results on Jun 13, 2024Reported Earnings • Mar 31Third quarter 2024 earnings released: EPS: JP¥16.58 (vs JP¥8.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.58 (up from JP¥8.86 in 3Q 2023). Revenue: JP¥2.10b (up 37% from 3Q 2023). Net income: JP¥318.4m (up 88% from 3Q 2023). Profit margin: 15% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.分析記事 • Mar 26The Returns On Capital At Smaregi (TSE:4431) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...お知らせ • Dec 31Smaregi, Inc. to Report Q3, 2024 Results on Mar 15, 2024Smaregi, Inc. announced that they will report Q3, 2024 results on Mar 15, 2024お知らせ • Dec 13Smaregi, Inc. Revises Non-Consolidated Earning Guidance for the Fiscal Year Ending April 30, 2024Smaregi, Inc. revised non-consolidated earning guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 8,012 million, operating profit of JPY 1,303 million, net income of JPY 884 million and basic earnings per share of JPY 46.17.New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Sep 30Smaregi, Inc. to Report Q2, 2024 Results on Dec 13, 2023Smaregi, Inc. announced that they will report Q2, 2024 results on Dec 13, 2023お知らせ • Jun 28Smaregi, Inc. to Report Q1, 2024 Results on Sep 13, 2023Smaregi, Inc. announced that they will report Q1, 2024 results on Sep 13, 2023Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,296, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 33x in the Software industry in Japan. Total returns to shareholders of 30% over the past three years.お知らせ • Jun 14Smaregi, Inc. Provides Earning Guidance for the Fiscal Year Ending April 30, 2024Smaregi, Inc. provided earning guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 7,688 million, operating profit of JPY 914 million, ordinary profit of JPY 914 million, net income of JPY 636 million and basic earnings per share of JPY 33.24.お知らせ • Jun 13Smaregi, Inc., Annual General Meeting, Jul 27, 2023Smaregi, Inc., Annual General Meeting, Jul 27, 2023.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,005, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 4.2% over the past three years.お知らせ • Dec 29Smaregi, Inc. Provides Non Consolidated Earnings Guidance for Year Ending April 30, 2023Smaregi, Inc. provided non consolidated earnings guidance for year ending April 30, 2023. For the period, the company expects Net sales of JPY 5,593 million, Operating profit of JPY 651 million, Net income of JPY 403 million and basing earnings per share of JPY 20.67.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥2,037, the stock trades at a forward P/E ratio of 81x. Average forward P/E is 24x in the Software industry in Japan. Total returns to shareholders of 17% over the past three years.お知らせ • Dec 21Smaregi, Inc. to Report Q3, 2023 Results on Mar 15, 2023Smaregi, Inc. announced that they will report Q3, 2023 results on Mar 15, 2023お知らせ • Dec 15Smaregi, Inc. Provides Earnings Guidance for Year Ending April 30, 2023Smaregi, Inc. provided earnings guidance for year ending April 30, 2023. For the period, the company expects Net sales of JPY 5,593 million, Operating profit of JPY 651 million, Net income of JPY 403 million and basing earnings per share of JPY 20.67.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,860, the stock trades at a forward P/E ratio of 89x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 10% over the past three years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Shinji Asada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,383, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 23x in the Software industry in Japan. Total returns to shareholders of 6.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,105 per share.お知らせ • Sep 28Smaregi, Inc. to Report Q2, 2023 Results on Dec 14, 2022Smaregi, Inc. announced that they will report Q2, 2023 results on Dec 14, 2022Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,355, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 1.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,255 per share.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,306, the stock trades at a forward P/E ratio of 67x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 8.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,263 per share.お知らせ • Jul 01Smaregi, Inc. to Report Q1, 2023 Results on Sep 12, 2022Smaregi, Inc. announced that they will report Q1, 2023 results on Sep 12, 2022お知らせ • Jun 15Smaregi, Inc., Annual General Meeting, Jul 28, 2022Smaregi, Inc., Annual General Meeting, Jul 28, 2022.お知らせ • Jun 14Smaregi, Inc. (TSE:4431) announces an Equity Buyback for 390,000 shares, representing 2% for ¥500 million.Smaregi, Inc. (TSE:4431) announces a share repurchase program. Under the program, the company will repurchase 390,000 shares, representing 2% of its share capital for ¥500 million. The company will repurchase its shares in order to enable the implementation of incentive plans for its officers and employees, and a flexible capital policy in response to changes in the business environment. As of April 30, 2022, the company had 19,502,963 shares outstanding (excluding treasury shares) and 130,037 shares in treasury.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Shinji Asada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Smaregi, Inc. to Report Fiscal Year 2022 Results on Jun 13, 2022Smaregi, Inc. announced that they will report fiscal year 2022 results on Jun 13, 2022Price Target Changed • Mar 18Price target decreased to JP¥2,300Down from JP¥3,000, the current price target is an average from 2 analysts. New target price is 74% above last closing price of JP¥1,324. Stock is down 54% over the past year. The company is forecast to post earnings per share of JP¥27.06 for next year compared to JP¥14.05 last year.Price Target Changed • Dec 16Price target decreased to JP¥3,200Down from JP¥3,825, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥2,500. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of JP¥27.06 for next year compared to JP¥14.05 last year.Price Target Changed • Sep 15Price target increased to JP¥3,825Up from JP¥3,175, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥3,700. Stock is up 123% over the past year.お知らせ • Dec 27Smaregi, Inc. to Report Q3, 2021 Results on Mar 12, 2021Smaregi, Inc. announced that they will report Q3, 2021 results on Mar 12, 2021Is New 90 Day High Low • Dec 24New 90-day high: JP¥5,450The company is up 70% from its price of JP¥3,200 on 25 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 Software industry, which is up 2.0% over the same period.Is New 90 Day High Low • Dec 01New 90-day high: JP¥5,420The company is up 43% from its price of JP¥3,780 on 02 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 Software industry, which is up 2.0% over the same period.Price Target Changed • Dec 01Price target raised to JP¥4,700Up from JP¥3,700, the current price target is provided by 1 analyst. The new target price is 13% below the current share price of JP¥5,420. As of last close, the stock is up 80% over the past year.お知らせ • Oct 04Smaregi, Inc. to Report Q2, 2021 Results on Dec 11, 2020Smaregi, Inc. announced that they will report Q2, 2021 results on Dec 11, 2020業績と収益の成長予測TSE:4431 - 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4/30/202819,5002,6002,0502,35014/30/202715,8002,2001,7502,05014/30/202613,3452,2282,4233,120N/A1/31/202612,8051,931N/AN/AN/A7/31/202511,5491,620N/AN/AN/A4/30/202511,0661,6391,7902,465N/A1/31/202510,2191,573N/AN/AN/A7/31/20249,0921,335N/AN/AN/A4/30/20248,3861,2131,3461,711N/A1/31/20247,7891,099N/AN/AN/A10/31/20237,2209461,1051,400N/A7/31/20236,418909N/AN/AN/A4/30/20235,914888807986N/A1/31/20235,546657N/AN/AN/A4/30/20224,296557116222N/A4/30/20181,393216N/AN/AN/A4/30/2017938115N/AN/AN/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: 4431の予測収益成長率 (年間7.9% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 4431の収益 ( 7.9% ) JP市場 ( 9.8% ) よりも低い成長が予測されています。高成長収益: 4431の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 4431の収益 ( 19% ) JP市場 ( 6.4% ) よりも速いペースで成長すると予測されています。高い収益成長: 4431の収益 ( 19% ) 20%よりも低い成長が予測されています。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: 4431の 自己資本利益率 は、3年後には高くなると予測されています ( 20.5 %)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2026/06/25 10:01終値2026/06/25 00:00収益2026/04/30年間収益2026/04/30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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Smaregi, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Yusuke MiuraDaiwa Securities Co. Ltd.Nobuo KurahashiIchiyoshi Research Institute Inc.Yuka HayashibaraMizuho Securities Co., Ltd.1 その他のアナリストを表示
Major Estimate Revision • Jun 20Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥15.1b to JP¥15.4b. EPS estimate increased from JP¥130 to JP¥144 per share. Net income forecast to shrink 1.3% next year vs 12% growth forecast for Software industry in Japan . Consensus price target of JP¥3,000 unchanged from last update. Share price was steady at JP¥2,408 over the past week.
お知らせ • Dec 13Smaregi, Inc. Revises Non-Consolidated Earning Guidance for the Fiscal Year Ending April 30, 2024Smaregi, Inc. revised non-consolidated earning guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 8,012 million, operating profit of JPY 1,303 million, net income of JPY 884 million and basic earnings per share of JPY 46.17.
お知らせ • Jun 14Smaregi, Inc. Provides Earning Guidance for the Fiscal Year Ending April 30, 2024Smaregi, Inc. provided earning guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 7,688 million, operating profit of JPY 914 million, ordinary profit of JPY 914 million, net income of JPY 636 million and basic earnings per share of JPY 33.24.
お知らせ • Dec 29Smaregi, Inc. Provides Non Consolidated Earnings Guidance for Year Ending April 30, 2023Smaregi, Inc. provided non consolidated earnings guidance for year ending April 30, 2023. For the period, the company expects Net sales of JPY 5,593 million, Operating profit of JPY 651 million, Net income of JPY 403 million and basing earnings per share of JPY 20.67.
お知らせ • Dec 15Smaregi, Inc. Provides Earnings Guidance for Year Ending April 30, 2023Smaregi, Inc. provided earnings guidance for year ending April 30, 2023. For the period, the company expects Net sales of JPY 5,593 million, Operating profit of JPY 651 million, Net income of JPY 403 million and basing earnings per share of JPY 20.67.
Price Target Changed • Mar 18Price target decreased to JP¥2,300Down from JP¥3,000, the current price target is an average from 2 analysts. New target price is 74% above last closing price of JP¥1,324. Stock is down 54% over the past year. The company is forecast to post earnings per share of JP¥27.06 for next year compared to JP¥14.05 last year.
Major Estimate Revision • Jun 20Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥15.1b to JP¥15.4b. EPS estimate increased from JP¥130 to JP¥144 per share. Net income forecast to shrink 1.3% next year vs 12% growth forecast for Software industry in Japan . Consensus price target of JP¥3,000 unchanged from last update. Share price was steady at JP¥2,408 over the past week.
分析記事 • Jun 19We Think Smaregi's (TSE:4431) Robust Earnings Are ConservativeWhen companies post strong earnings, the stock generally performs well, just like Smaregi, Inc.'s ( TSE:4431 ) stock...
お知らせ • Jun 16Smaregi, Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending April 30, 2027Smaregi, Inc. expects to pay year-end dividend of JPY 29.00 per share for the fiscal year ending April 30, 2027 as compared to JPY 24.00 per share a year ago.
お知らせ • Jun 12Smaregi, Inc., Annual General Meeting, Jul 29, 2026Smaregi, Inc., Annual General Meeting, Jul 29, 2026.
お知らせ • Jun 10Smaregi, Inc. Announces Year End Dividend for the Fiscal Year Ended April 30, 2026, Payable on July 14, 2026Smaregi, Inc. announced that, at the meeting of its Board of Directors held June 8, 2026, it resolved to distribute a dividend of JPY 24.00 per share for the fiscal year ended April 30, 2026 from surplus with a record date of April 30, 2026 against JPY 15.00 per share a year ago. Effective Date is on July 14, 2026. Total Dividend Amount of JPY 462 million. Source of Dividend from Retained Earnings. Reason for the Dividend: The Company's foundational capital allocation policy focuses on maximizing long-term shareholder value by actively driving business expansion while providing stable and sustainable returns to company investors. Smaregiprioritize securing ample capital to fund strategic expansion vectors, including high-upside mergers and acquisitions (M&A). After ensuring these investment reserves are met, Smaregi comprehensively evaluate our operational milestones, cash flow generation capabilities, financial health, and macro-market trends to finalize dividend pay-outs. In accordance with this capital strategy, and targeting a benchmark dividend payout ratio of approximately 20%, the Company has decided to distribute a year-end dividend of JPY 24.00 per share for the fiscal year ended April 30, 2026. This represents a strong year-on-year dividend escalation, returning the fruits of company's ongoing SaaS growth directly to company's shareholders.
お知らせ • May 09+ 3 more updatesSmaregi, Inc. to Report Fiscal Year 2026 Results on Jun 12, 2026Smaregi, Inc. announced that they will report fiscal year 2026 results on Jun 12, 2026
Upcoming Dividend • Apr 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 14 July 2026. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,030, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,334 per share.
New Risk • Mar 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,588, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Software industry in Japan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,517 per share.
分析記事 • Jan 27Estimating The Intrinsic Value Of Smaregi, Inc. (TSE:4431)Key Insights Using the 2 Stage Free Cash Flow to Equity, Smaregi fair value estimate is JP¥2,479 With JP¥2,850 share...
Buy Or Sell Opportunity • Jan 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥3,095. The fair value is estimated to be JP¥2,469, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 21%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.
Buy Or Sell Opportunity • Dec 15Now 15% overvaluedOver the last 90 days, the stock has fallen 6.9% to JP¥2,825. The fair value is estimated to be JP¥2,464, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 21%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.
Declared Dividend • Dec 15Dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th April 2026 Payment date: 14th July 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 22%.
Buy Or Sell Opportunity • Oct 03Now 22% overvaluedOver the last 90 days, the stock has fallen 2.1% to JP¥2,879. The fair value is estimated to be JP¥2,367, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 21%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.
Reported Earnings • Sep 15First quarter 2026 earnings released: EPS: JP¥19.57 (vs JP¥20.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.57 (down from JP¥20.61 in 1Q 2025). Revenue: JP¥3.01b (up 19% from 1Q 2025). Net income: JP¥377.0m (down 4.9% from 1Q 2025). Profit margin: 13% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
Reported Earnings • Aug 02Full year 2025 earnings released: EPS: JP¥85.14 (vs JP¥63.21 in FY 2024)Full year 2025 results: EPS: JP¥85.14 (up from JP¥63.21 in FY 2024). Revenue: JP¥11.1b (up 32% from FY 2024). Net income: JP¥1.64b (up 35% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 15Is It Too Late To Consider Buying Smaregi, Inc. (TSE:4431)?Smaregi, Inc. ( TSE:4431 ), might not be a large cap stock, but it led the TSE gainers with a relatively large price...
分析記事 • Jun 19Smaregi (TSE:4431) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe stock was sluggish on the back of Smaregi, Inc.'s ( TSE:4431 ) recent earnings report. We have done some analysis...
Reported Earnings • Jun 13Full year 2025 earnings released: EPS: JP¥85.16 (vs JP¥63.21 in FY 2024)Full year 2025 results: EPS: JP¥85.16 (up from JP¥63.21 in FY 2024). Revenue: JP¥11.1b (up 32% from FY 2024). Net income: JP¥1.64b (up 35% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 12Smaregi, Inc., Annual General Meeting, Jul 29, 2025Smaregi, Inc., Annual General Meeting, Jul 29, 2025.
お知らせ • Jun 04Podobas Global Investments completed the acquisition of 5.08% stake in Smaregi, Inc. (TSE:4431).Podobas Global Investments acquired 5.08% stake in Smaregi, Inc. (TSE:4431) on June 4, 2025. Podobas Global Investments completed the acquisition of 5.08% stake in Smaregi, Inc. (TSE:4431) on June 4, 2025.
分析記事 • May 07Market Participants Recognise Smaregi, Inc.'s (TSE:4431) Earnings Pushing Shares 33% HigherSmaregi, Inc. ( TSE:4431 ) shares have had a really impressive month, gaining 33% after a shaky period beforehand. The...
分析記事 • Apr 28Here's Why Smaregi (TSE:4431) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Apr 15+ 1 more updateSmaregi, Inc. to Report Q1, 2026 Results on Sep 12, 2025Smaregi, Inc. announced that they will report Q1, 2026 results on Sep 12, 2025
お知らせ • Apr 14+ 1 more updateSmaregi, Inc. to Report Q3, 2025 Results on Mar 13, 2026Smaregi, Inc. announced that they will report Q3, 2025 results on Mar 13, 2026
分析記事 • Mar 14Is Now An Opportune Moment To Examine Smaregi, Inc. (TSE:4431)?Smaregi, Inc. ( TSE:4431 ), is not the largest company out there, but it saw a double-digit share price rise of over...
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,608, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 22x in the Software industry in Japan. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,412 per share.
New Risk • Dec 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
分析記事 • Nov 11At JP¥3,215, Is It Time To Put Smaregi, Inc. (TSE:4431) On Your Watch List?Smaregi, Inc. ( TSE:4431 ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • Sep 13Capital Investment Trends At Smaregi (TSE:4431) Look StrongWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,691, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,503 per share.
分析記事 • Aug 22Here's Why We Think Smaregi (TSE:4431) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 19% to JP¥1,873. The fair value is estimated to be JP¥1,517, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last year. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,951, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,514 per share.
お知らせ • Aug 01Smaregi, Inc. Announces Change in Representative DirectorSmaregi, Inc. announce that at its board meeting, the following decisions were made regarding the changes in the representative members of the board. Changes in Representative Directors (Effective July 29, 2024): Hiroshi Yamamoto appointed as Hiroshi Yamamoto and Former Position is Representative Director. Ryuhei Miyazaki as Representative Director and his Former Position is Director. Ryuhei Miyazaki born on January 15, 1987. Career Summary: November 2007: Joined aiosl technology Co. Ltd. January 2011: Joined Smaregi, Inc. as Development Section Manager January 2017: Head of Development Department July 2019: Director (current).
お知らせ • Jun 27+ 2 more updatesSmaregi, Inc. to Report Q1, 2025 Results on Sep 12, 2024Smaregi, Inc. announced that they will report Q1, 2025 results on Sep 12, 2024
分析記事 • Jun 27Smaregi (TSE:4431) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereSmaregi, Inc.'s ( TSE:4431 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,265, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,339 per share.
分析記事 • Jun 21Is It Time To Consider Buying Smaregi, Inc. (TSE:4431)?While Smaregi, Inc. ( TSE:4431 ) might not have the largest market cap around , it received a lot of attention from a...
お知らせ • Jun 15Smaregi, Inc., Annual General Meeting, Jul 29, 2024Smaregi, Inc., Annual General Meeting, Jul 29, 2024.
Buy Or Sell Opportunity • May 31Now 21% overvaluedOver the last 90 days, the stock has fallen 9.4% to JP¥2,099. The fair value is estimated to be JP¥1,741, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last year. Earnings per share has grown by 68%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
お知らせ • Apr 02Smaregi, Inc. to Report Fiscal Year 2024 Results on Jun 13, 2024Smaregi, Inc. announced that they will report fiscal year 2024 results on Jun 13, 2024
Reported Earnings • Mar 31Third quarter 2024 earnings released: EPS: JP¥16.58 (vs JP¥8.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.58 (up from JP¥8.86 in 3Q 2023). Revenue: JP¥2.10b (up 37% from 3Q 2023). Net income: JP¥318.4m (up 88% from 3Q 2023). Profit margin: 15% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
分析記事 • Mar 26The Returns On Capital At Smaregi (TSE:4431) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
お知らせ • Dec 31Smaregi, Inc. to Report Q3, 2024 Results on Mar 15, 2024Smaregi, Inc. announced that they will report Q3, 2024 results on Mar 15, 2024
お知らせ • Dec 13Smaregi, Inc. Revises Non-Consolidated Earning Guidance for the Fiscal Year Ending April 30, 2024Smaregi, Inc. revised non-consolidated earning guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 8,012 million, operating profit of JPY 1,303 million, net income of JPY 884 million and basic earnings per share of JPY 46.17.
New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Sep 30Smaregi, Inc. to Report Q2, 2024 Results on Dec 13, 2023Smaregi, Inc. announced that they will report Q2, 2024 results on Dec 13, 2023
お知らせ • Jun 28Smaregi, Inc. to Report Q1, 2024 Results on Sep 13, 2023Smaregi, Inc. announced that they will report Q1, 2024 results on Sep 13, 2023
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,296, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 33x in the Software industry in Japan. Total returns to shareholders of 30% over the past three years.
お知らせ • Jun 14Smaregi, Inc. Provides Earning Guidance for the Fiscal Year Ending April 30, 2024Smaregi, Inc. provided earning guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 7,688 million, operating profit of JPY 914 million, ordinary profit of JPY 914 million, net income of JPY 636 million and basic earnings per share of JPY 33.24.
お知らせ • Jun 13Smaregi, Inc., Annual General Meeting, Jul 27, 2023Smaregi, Inc., Annual General Meeting, Jul 27, 2023.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,005, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 4.2% over the past three years.
お知らせ • Dec 29Smaregi, Inc. Provides Non Consolidated Earnings Guidance for Year Ending April 30, 2023Smaregi, Inc. provided non consolidated earnings guidance for year ending April 30, 2023. For the period, the company expects Net sales of JPY 5,593 million, Operating profit of JPY 651 million, Net income of JPY 403 million and basing earnings per share of JPY 20.67.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥2,037, the stock trades at a forward P/E ratio of 81x. Average forward P/E is 24x in the Software industry in Japan. Total returns to shareholders of 17% over the past three years.
お知らせ • Dec 21Smaregi, Inc. to Report Q3, 2023 Results on Mar 15, 2023Smaregi, Inc. announced that they will report Q3, 2023 results on Mar 15, 2023
お知らせ • Dec 15Smaregi, Inc. Provides Earnings Guidance for Year Ending April 30, 2023Smaregi, Inc. provided earnings guidance for year ending April 30, 2023. For the period, the company expects Net sales of JPY 5,593 million, Operating profit of JPY 651 million, Net income of JPY 403 million and basing earnings per share of JPY 20.67.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,860, the stock trades at a forward P/E ratio of 89x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 10% over the past three years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Shinji Asada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,383, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 23x in the Software industry in Japan. Total returns to shareholders of 6.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,105 per share.
お知らせ • Sep 28Smaregi, Inc. to Report Q2, 2023 Results on Dec 14, 2022Smaregi, Inc. announced that they will report Q2, 2023 results on Dec 14, 2022
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,355, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 1.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,255 per share.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,306, the stock trades at a forward P/E ratio of 67x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 8.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,263 per share.
お知らせ • Jul 01Smaregi, Inc. to Report Q1, 2023 Results on Sep 12, 2022Smaregi, Inc. announced that they will report Q1, 2023 results on Sep 12, 2022
お知らせ • Jun 15Smaregi, Inc., Annual General Meeting, Jul 28, 2022Smaregi, Inc., Annual General Meeting, Jul 28, 2022.
お知らせ • Jun 14Smaregi, Inc. (TSE:4431) announces an Equity Buyback for 390,000 shares, representing 2% for ¥500 million.Smaregi, Inc. (TSE:4431) announces a share repurchase program. Under the program, the company will repurchase 390,000 shares, representing 2% of its share capital for ¥500 million. The company will repurchase its shares in order to enable the implementation of incentive plans for its officers and employees, and a flexible capital policy in response to changes in the business environment. As of April 30, 2022, the company had 19,502,963 shares outstanding (excluding treasury shares) and 130,037 shares in treasury.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Shinji Asada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Smaregi, Inc. to Report Fiscal Year 2022 Results on Jun 13, 2022Smaregi, Inc. announced that they will report fiscal year 2022 results on Jun 13, 2022
Price Target Changed • Mar 18Price target decreased to JP¥2,300Down from JP¥3,000, the current price target is an average from 2 analysts. New target price is 74% above last closing price of JP¥1,324. Stock is down 54% over the past year. The company is forecast to post earnings per share of JP¥27.06 for next year compared to JP¥14.05 last year.
Price Target Changed • Dec 16Price target decreased to JP¥3,200Down from JP¥3,825, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥2,500. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of JP¥27.06 for next year compared to JP¥14.05 last year.
Price Target Changed • Sep 15Price target increased to JP¥3,825Up from JP¥3,175, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥3,700. Stock is up 123% over the past year.
お知らせ • Dec 27Smaregi, Inc. to Report Q3, 2021 Results on Mar 12, 2021Smaregi, Inc. announced that they will report Q3, 2021 results on Mar 12, 2021
Is New 90 Day High Low • Dec 24New 90-day high: JP¥5,450The company is up 70% from its price of JP¥3,200 on 25 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 Software industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Dec 01New 90-day high: JP¥5,420The company is up 43% from its price of JP¥3,780 on 02 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 Software industry, which is up 2.0% over the same period.
Price Target Changed • Dec 01Price target raised to JP¥4,700Up from JP¥3,700, the current price target is provided by 1 analyst. The new target price is 13% below the current share price of JP¥5,420. As of last close, the stock is up 80% over the past year.
お知らせ • Oct 04Smaregi, Inc. to Report Q2, 2021 Results on Dec 11, 2020Smaregi, Inc. announced that they will report Q2, 2021 results on Dec 11, 2020