View Future GrowthTobila Systems 過去の業績過去 基準チェック /36Tobila Systemsは、平均年間15.4%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間13.5% 16.6%収益成長率で 成長しています。 Tobila Systemsの自己資本利益率は24.1%であり、純利益率は20.9%です。主要情報15.43%収益成長率15.80%EPS成長率Software 業界の成長12.13%収益成長率16.59%株主資本利益率24.14%ネット・マージン20.89%次回の業績アップデート10 Jun 2026最近の業績更新Reported Earnings • Mar 11First quarter 2026 earnings released: EPS: JP¥15.45 (vs JP¥16.71 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.45 (down from JP¥16.71 in 1Q 2025). Revenue: JP¥786.0m (up 17% from 1Q 2025). Net income: JP¥156.0m (down 9.6% from 1Q 2025). Profit margin: 20% (down from 26% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 13Full year 2025 earnings released: EPS: JP¥61.59 (vs JP¥57.68 in FY 2024)Full year 2025 results: EPS: JP¥61.59 (up from JP¥57.68 in FY 2024). Revenue: JP¥2.81b (up 17% from FY 2024). Net income: JP¥625.7m (up 4.1% from FY 2024). Profit margin: 22% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% 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 • Oct 02Tobila Systems Inc. to Report Fiscal Year 2025 Results on Dec 10, 2025Tobila Systems Inc. announced that they will report fiscal year 2025 results on Dec 10, 2025Reported Earnings • Sep 13Third quarter 2025 earnings released: EPS: JP¥16.08 (vs JP¥14.72 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.08 (up from JP¥14.72 in 3Q 2024). Revenue: JP¥702.5m (up 14% from 3Q 2024). Net income: JP¥162.4m (up 5.9% from 3Q 2024). Profit margin: 23% (down from 25% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 16Tobila Systems Inc. to Report Q3, 2025 Results on Sep 10, 2025Tobila Systems Inc. announced that they will report Q3, 2025 results on Sep 10, 2025Reported Earnings • Jun 11Second quarter 2025 earnings released: EPS: JP¥17.85 (vs JP¥15.09 in 2Q 2024)Second quarter 2025 results: EPS: JP¥17.85 (up from JP¥15.09 in 2Q 2024). Revenue: JP¥699.0m (up 19% from 2Q 2024). Net income: JP¥180.4m (up 15% from 2Q 2024). Profit margin: 26% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesReported Earnings • Mar 11First quarter 2026 earnings released: EPS: JP¥15.45 (vs JP¥16.71 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.45 (down from JP¥16.71 in 1Q 2025). Revenue: JP¥786.0m (up 17% from 1Q 2025). Net income: JP¥156.0m (down 9.6% from 1Q 2025). Profit margin: 20% (down from 26% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,419, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 75% over the past three years.New Risk • Feb 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (JP¥13.1b market cap, or US$85.5m).分析記事 • Feb 16Investors Shouldn't Overlook The Favourable Returns On Capital At Tobila Systems (TSE:4441)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Outside Independent Director Yoji Sugata was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Dec 17Market Participants Recognise Tobila Systems Inc.'s (TSE:4441) Earnings Pushing Shares 25% HigherTobila Systems Inc. ( TSE:4441 ) shares have had a really impressive month, gaining 25% after a shaky period...Reported Earnings • Dec 13Full year 2025 earnings released: EPS: JP¥61.59 (vs JP¥57.68 in FY 2024)Full year 2025 results: EPS: JP¥61.59 (up from JP¥57.68 in FY 2024). Revenue: JP¥2.81b (up 17% from FY 2024). Net income: JP¥625.7m (up 4.1% from FY 2024). Profit margin: 22% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% 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 • Dec 10Tobila Systems Inc., Annual General Meeting, Jan 28, 2026Tobila Systems Inc., Annual General Meeting, Jan 28, 2026.お知らせ • Oct 02Tobila Systems Inc. to Report Fiscal Year 2025 Results on Dec 10, 2025Tobila Systems Inc. announced that they will report fiscal year 2025 results on Dec 10, 2025Reported Earnings • Sep 13Third quarter 2025 earnings released: EPS: JP¥16.08 (vs JP¥14.72 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.08 (up from JP¥14.72 in 3Q 2024). Revenue: JP¥702.5m (up 14% from 3Q 2024). Net income: JP¥162.4m (up 5.9% from 3Q 2024). Profit margin: 23% (down from 25% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.0% average weekly change). Market cap is less than US$100m (JP¥11.4b market cap, or US$76.9m).分析記事 • Jul 16Tobila Systems (TSE:4441) Is Paying Out A Dividend Of ¥20.00The board of Tobila Systems Inc. ( TSE:4441 ) has announced that it will pay a dividend of ¥20.00 per share on the 15th...お知らせ • Jul 16Tobila Systems Inc. to Report Q3, 2025 Results on Sep 10, 2025Tobila Systems Inc. announced that they will report Q3, 2025 results on Sep 10, 2025分析記事 • Jun 12Tobila Systems (TSE:4441) Is Paying Out A Dividend Of ¥20.00The board of Tobila Systems Inc. ( TSE:4441 ) has announced that it will pay a dividend on the 15th of January, with...Reported Earnings • Jun 11Second quarter 2025 earnings released: EPS: JP¥17.85 (vs JP¥15.09 in 2Q 2024)Second quarter 2025 results: EPS: JP¥17.85 (up from JP¥15.09 in 2Q 2024). Revenue: JP¥699.0m (up 19% from 2Q 2024). Net income: JP¥180.4m (up 15% from 2Q 2024). Profit margin: 26% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 29Tobila Systems Inc. to Report Q2, 2025 Results on Jun 10, 2025Tobila Systems Inc. announced that they will report Q2, 2025 results on Jun 10, 2025Reported Earnings • Mar 11First quarter 2025 earnings released: EPS: JP¥16.65 (vs JP¥14.84 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.65 (up from JP¥14.84 in 1Q 2024). Revenue: JP¥672.0m (up 19% from 1Q 2024). Net income: JP¥172.0m (up 11% from 1Q 2024). Profit margin: 26% (down from 27% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 21Tobila Systems Inc. to Report Q1, 2025 Results on Mar 10, 2025Tobila Systems Inc. announced that they will report Q1, 2025 results on Mar 10, 2025Reported Earnings • Dec 13Full year 2024 earnings released: EPS: JP¥57.68 (vs JP¥49.02 in FY 2023)Full year 2024 results: EPS: JP¥57.68 (up from JP¥49.02 in FY 2023). Revenue: JP¥2.41b (up 17% from FY 2023). Net income: JP¥601.0m (up 16% from FY 2023). Profit margin: 25% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 11Tobila Systems Inc. (TSE:4441) announces an Equity Buyback for 500,000 shares, representing 4.8% for ¥400 million.Tobila Systems Inc. (TSE:4441) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.8% of its issued share capital, for ¥400 million. The purpose of this buyback is to improve capital efficiency and shareholder returns. The program will expire on March 5, 2025. As of October 31, 2024, the company had 10,418,150 shares issued (excluding treasury stock) and 217,450 shares in treasury.お知らせ • Dec 10+ 3 more updatesTobila Systems Inc., Annual General Meeting, Jan 29, 2025Tobila Systems Inc., Annual General Meeting, Jan 29, 2025.Upcoming Dividend • Oct 23Upcoming dividend of JP¥18.20 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 09 January 2025. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).お知らせ • Oct 02Tobila Systems Inc. to Report Fiscal Year 2024 Results on Dec 10, 2024Tobila Systems Inc. announced that they will report fiscal year 2024 results on Dec 10, 2024Reported Earnings • Sep 12Third quarter 2024 earnings released: EPS: JP¥14.72 (vs JP¥10.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥14.72 (up from JP¥10.14 in 3Q 2023). Revenue: JP¥617.8m (up 19% from 3Q 2023). Net income: JP¥153.2m (up 43% from 3Q 2023). Profit margin: 25% (up from 21% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% 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 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Sep 10+ 1 more updateTobila Systems Inc. Revises Earnings Guidance for the Fiscal Year Ending October 31, 2024Tobila Systems Inc. revised earnings guidance for the fiscal year ending October 31, 2024. For the year, the company expects revised net sales of JPY 2,350 million, operating profit of JPY 785 million, profit of JPY 541 million and earnings per share of JPY 51.93 compared to previously expected net sales of JPY 2,350 million, operating profit of JPY 755 million, profit of JPY 500 million and earnings per share of JPY 47.96. Reasons for the revision: A breakdown of the revised sales forecast by service shows that although a significant increase is expected for the new business field Business Phone Filtering Services to JPY 520 million (up 57.2% year on year), the company do not expect to achieve the high-level target of JPY 579 million (up 75.1% year on year) at the beginning of the fiscal year. Meanwhile, in the mainstay Mobile Phone Filtering Services sector, sales are expected to increase to JPY 1,611 million (up 8.1% year on year), which is higher than the opening forecast of JPY 1,551 million (up 4.1% year on year). This increase is attributable to the contribution of the renewal of Fixed Payment contracts in December 2023 and the contribution of the Increase in the Unit Price of the Number of Contracts x Unit Price model renewals in April 2024. Expenses are expected to decrease from the plan at the beginning of the fiscal year because it has been able to efficiently make expenditures for some expenses.分析記事 • Aug 05Tobila Systems Inc. (TSE:4441) Looks Inexpensive After Falling 26% But Perhaps Not Attractive EnoughTobila Systems Inc. ( TSE:4441 ) shareholders that were waiting for something to happen have been dealt a blow with a...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (JP¥6.24b market cap, or US$43.8m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥599, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Software industry in Japan. Total loss to shareholders of 48% over the past three years.お知らせ • Jun 30Tobila Systems Inc. to Report Q3, 2024 Results on Sep 10, 2024Tobila Systems Inc. announced that they will report Q3, 2024 results on Sep 10, 2024Declared Dividend • Jun 12Dividend of JP¥17.00 announcedDividend of JP¥17.00 is the same as last year. Ex-date: 30th October 2024 Payment date: 9th January 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 9.9% per year over the past 5 years and payments have been stable during that time.Reported Earnings • Jun 11Second quarter 2024 earnings released: EPS: JP¥15.09 (vs JP¥10.90 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.09 (up from JP¥10.90 in 2Q 2023). Revenue: JP¥587.0m (up 13% from 2Q 2023). Net income: JP¥157.0m (up 37% from 2Q 2023). Profit margin: 27% (up from 22% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% 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 15% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Mar 13Tobila Systems Inc. to Report Q2, 2024 Results on Jun 10, 2024Tobila Systems Inc. announced that they will report Q2, 2024 results at 4:00 PM, Tokyo Standard Time on Jun 10, 2024Reported Earnings • Mar 09First quarter 2024 earnings released: EPS: JP¥14.84 (vs JP¥11.40 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.84 (up from JP¥11.40 in 1Q 2023). Revenue: JP¥567.0m (up 16% from 1Q 2023). Net income: JP¥155.0m (up 29% from 1Q 2023). Profit margin: 27% (up from 25% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 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 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Jan 25Tobila Systems Inc. to Report Q1, 2024 Results on Mar 08, 2024Tobila Systems Inc. announced that they will report Q1, 2024 results on Mar 08, 2024お知らせ • Dec 09Tobila Systems Inc. (TSE:4441) announces an Equity Buyback for 200,000 shares, representing 1.89% for ¥200 million.Tobila Systems Inc. (TSE:4441) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.89% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The shares will be repurchased at ¥940 per share. The purpose of the program is to use such shares to grant restricted stock to directors, executive officers, and employees of the company and to provide for a flexible capital management policy in response to changes in the business environment. The program is valid till December 11, 2023. As of October 31, 2023, the company had 10,558,250 shares (excluding treasury stock) and 71,350 shares in treasury.お知らせ • Dec 08Tobila Systems Inc., Annual General Meeting, Jan 23, 2024Tobila Systems Inc., Annual General Meeting, Jan 23, 2024.New Risk • Dec 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥10.4b market cap, or US$70.1m).Upcoming Dividend • Oct 23Upcoming dividend of JP¥14.50 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 12 January 2024. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.7%).お知らせ • Sep 15Tobila Systems Inc. to Report Fiscal Year 2023 Results on Dec 08, 2023Tobila Systems Inc. announced that they will report fiscal year 2023 results at 4:00 PM, Tokyo Standard Time on Dec 08, 2023Reported Earnings • Sep 11Third quarter 2023 earnings released: EPS: JP¥10.14 (vs JP¥8.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.14 (up from JP¥8.27 in 3Q 2022). Revenue: JP¥520.0m (up 26% from 3Q 2022). Net income: JP¥107.0m (up 23% from 3Q 2022). Profit margin: 21% (in line with 3Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 2 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 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Jul 06Tobila Systems Inc. to Report Q3, 2023 Results on Sep 08, 2023Tobila Systems Inc. announced that they will report Q3, 2023 results on Sep 08, 2023Reported Earnings • Jun 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥522.6m (up 17% from 2Q 2022). Net income: JP¥115.8m (up 22% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.お知らせ • Jun 10+ 1 more updateTobila Systems Inc. Provides Earnings Guidance for the Fiscal Year Ending October 31, 2023Tobila Systems Inc. provided earnings guidance for the fiscal year ending October 31, 2023. For the year, the company expects net sales of JPY 2,000 million, operating profit of JPY 600 million, profit of JPY 394 million and net income per share of JPY 37.35.Buying Opportunity • Jun 08Now 22% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be JP¥1,229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 34% in 2 years. Earnings is forecast to grow by 45% in the next 2 years.Buying Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥1,228, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 34% in 2 years. Earnings is forecast to grow by 45% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,008, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 22x in the Software industry in Japan. Negligible returns to shareholders over past three years.Reported Earnings • Mar 11First quarter 2023 earnings released: EPS: JP¥11.40 (vs JP¥5.94 in 1Q 2022)First quarter 2023 results: EPS: JP¥11.40 (up from JP¥5.94 in 1Q 2022). Revenue: JP¥487.0m (up 25% from 1Q 2022). Net income: JP¥120.0m (up 94% from 1Q 2022). Profit margin: 25% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Buying Opportunity • Mar 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥1,104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Outside Director Audit & Supervisory Committee Member Hisashi Tanaami was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jan 07Tobila Systems Inc. to Report Q1, 2023 Results on Mar 10, 2023Tobila Systems Inc. announced that they will report Q1, 2023 results on Mar 10, 2023Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥929, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 59% over the past three years.お知らせ • Dec 11+ 2 more updatesTobila Systems Inc. Provides Non-Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending October 31, 2023Tobila Systems Inc. provided non-consolidated earnings guidance for the first half and full year of fiscal year ending October 31, 2023. For the first half, the company expects net sales of JPY 994 million, operating profit of JPY 315 million, profit of JPY 207 million and net income per share of JPY 19.72. For the full year, the company expects net sales of JPY 2,000 million, operating profit of JPY 600 million, profit of JPY 394 million and net income per share of JPY 37.35.Reported Earnings • Dec 10Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥1.68b (up 18% from FY 2021). Net income: JP¥322.0m (down 17% from FY 2021). Profit margin: 19% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Dec 09Tobila Systems Inc., Annual General Meeting, Jan 26, 2023Tobila Systems Inc., Annual General Meeting, Jan 26, 2023.Upcoming Dividend • Oct 21Upcoming dividend of JP¥11.10 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 06 January 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.8%).Buying Opportunity • Oct 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be JP¥1,083, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 18%.お知らせ • Oct 07Tobila Systems Inc. to Report Fiscal Year 2022 Results on Dec 09, 2022Tobila Systems Inc. announced that they will report fiscal year 2022 results on Dec 09, 2022Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 6.0%. The fair value is estimated to be JP¥1,209, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 18%.お知らせ • Sep 10+ 1 more updateTobila Systems Inc. Provides Earnings Guidance for the Full Fiscal Year Ending October 31, 2022Tobila Systems Inc. provided earnings guidance for the full fiscal year ending October 31, 2022. For the year, the company expects net sales of JPY 1,636 million, operating profit of JPY 513 million, profit of JPY 333 million and net income per share of JPY 32.05.Reported Earnings • Sep 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: JP¥412.8m (up 13% from 3Q 2021). Net income: JP¥87.6m (down 23% from 3Q 2021). Profit margin: 21% (down from 31% in 3Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,022, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 54% over the past three years.Reported Earnings • Jun 13Second quarter 2022 earnings released: EPS: JP¥9.04 (vs JP¥10.91 in 2Q 2021)Second quarter 2022 results: EPS: JP¥9.04 (down from JP¥10.91 in 2Q 2021). Revenue: JP¥447.1m (up 25% from 2Q 2021). Net income: JP¥95.1m (down 16% from 2Q 2021). Profit margin: 21% (down from 32% in 2Q 2021). The decrease in margin was driven by higher expenses.お知らせ • Jun 11+ 1 more updateTobila Systems Inc. Provides Earnings Guidance or the Fiscal Year Ending October 31, 2022Tobila Systems Inc. provided earnings guidance or the fiscal year ending October 31, 2022. For the full year, the company expects net sales to be JPY 1,636 million, Operating profit to be JPY 513 million, Profit to be JPY 333 million and Net income per share to be JPY 32.05.Buying Opportunity • May 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be JP¥922, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has grown by 7.4%.Price Target Changed • Apr 27Price target decreased to JP¥860Down from JP¥2,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥824. Stock is down 42% over the past year. The company posted earnings per share of JP¥37.24 last year.お知らせ • Apr 08Tobila Systems Inc. to Report Q2, 2022 Results on Jun 10, 2022Tobila Systems Inc. announced that they will report Q2, 2022 results on Jun 10, 2022Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥865, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 40% over the past year.Buying Opportunity • Mar 11Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥931, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has grown by 19% over the last year.Buying Opportunity • Feb 24Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥942, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Buying Opportunity • Jan 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be JP¥965, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥796, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 41% over the past year.Reported Earnings • Dec 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥37.24 (up from JP¥31.27 in FY 2020). Revenue: JP¥1.42b (up 15% from FY 2020). Net income: JP¥386.0m (up 20% from FY 2020). Profit margin: 27% (up from 26% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.Upcoming Dividend • Oct 21Upcoming dividend of JP¥11.70 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 06 January 2022. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.3%).Reported Earnings • Sep 12Third quarter 2021 earnings released: EPS JP¥10.89 (vs JP¥8.89 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥364.0m (up 17% from 3Q 2020). Net income: JP¥113.0m (up 23% from 3Q 2020). Profit margin: 31% (up from 30% in 3Q 2020). The increase in margin was driven by higher revenue.お知らせ • Sep 01Tobila Systems Inc. (TSE:4441) acquired 280blocker LLC from Yoshiko Tsutsumi for approximately ¥380 million.Tobila Systems Inc. (TSE:4441) acquired 280blocker LLC from Yoshiko Tsutsumi for approximately ¥380 million on August 31, 2021. Tobila Systems will acquire 100% stake in 280blocker for ¥375 million. For the fiscal year ending November 2020, 280blocker reported net worth of ¥19 million, total assets of ¥32 million, sales of ¥38 million, operating profit of ¥27 million and net income of ¥18 million. Tobila Systems incurred approximately ¥2 million of advisory expenses in relation to the acquisition. Tobila Systems Inc. (TSE:4441) completed the acquisition of 280blocker LLC from Yoshiko Tsutsumi on August 31, 2021.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,342, the stock trades at a trailing P/E ratio of 37.6x. Average trailing P/E is 29x in the Software industry in Japan. Total loss to shareholders of 33% over the past year.Reported Earnings • Jun 12Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥358.9m (up 12% from 2Q 2020). Net income: JP¥113.6m (up 42% from 2Q 2020). Profit margin: 32% (up from 25% in 2Q 2020). The increase in margin was driven by higher revenue.お知らせ • Jun 11Tobila Systems Inc. Announces Earnings Guidance for the Year Ending October 31, 2021Tobila Systems Inc. announced earnings guidance for the year ending October 31, 2021. For the year, the company expects Net sales of JPY 1,410 million, Operating profit of JPY 517 million, Ordinary profit of JPY 515 million, Profit of JPY 352 million and net income per share of JPY 33.84.Reported Earnings • Mar 11First quarter 2021 earnings released: EPS JP¥8.21 (vs JP¥6.75 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: JP¥335.8m (up 24% from 1Q 2020). Net income: JP¥84.9m (up 23% from 1Q 2020). Profit margin: 25% (in line with 1Q 2020).お知らせ • Dec 27Tobila Systems Inc. to Report Q1, 2021 Results on Mar 10, 2021Tobila Systems Inc. announced that they will report Q1, 2021 results on Mar 10, 2021Is New 90 Day High Low • Dec 14New 90-day low: JP¥1,478The company is down 28% from its price of JP¥2,042 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 5.0% over the same period.Reported Earnings • Dec 12Full year 2020 earnings released: EPS JP¥31.27The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥1.23b (up 26% from FY 2019). Net income: JP¥322.0m (up 30% from FY 2019). Profit margin: 26% (up from 25% in FY 2019). The increase in margin was driven by higher revenue.お知らせ • Dec 11Tobila Systems Inc., Annual General Meeting, Jan 21, 2021Tobila Systems Inc., Annual General Meeting, Jan 21, 2021.お知らせ • Jul 17Tobila Systems Inc. to Report Q3, 2020 Results on Sep 09, 2020Tobila Systems Inc. announced that they will report Q3, 2020 results on Sep 09, 2020収支内訳Tobila Systems の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4441 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Jan 262,9196101,126031 Oct 252,805625956031 Jul 252,709652962030 Apr 252,623642841031 Jan 252,511619890031 Oct 242,405601792031 Jul 242,303641815030 Apr 242,206594713031 Jan 242,141552705031 Oct 232,061517671031 Jul 231,960420636030 Apr 231,852400603031 Jan 231,777380569031 Oct 221,681322555031 Jul 221,617320589030 Apr 221,569346542031 Jan 221,480364491031 Oct 211,424386460031 Jul 211,3893914074330 Apr 211,3373704004331 Jan 211,2993373914331 Oct 201,2343223624331 Jul 201,161281382030 Apr 201,081247366031 Jan 201,037250344031 Oct 19981248313031 Oct 18842147361031 Oct 175911091950質の高い収益: 4441は 高品質の収益 を持っています。利益率の向上: 4441の現在の純利益率 (20.9%)は、昨年(24.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4441の収益は過去 5 年間で年間15.4%増加しました。成長の加速: 4441は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 4441は過去 1 年間で収益成長率がマイナス ( -1.5% ) となったため、 Software業界平均 ( 16.8% ) と比較することが困難です。株主資本利益率高いROE: 4441の 自己資本利益率 ( 24.1% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 07:47終値2026/05/22 00:00収益2026/01/31年間収益2025/10/31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Tobila Systems 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。2 アナリスト機関null nullDaiwa Securities Co. Ltd.Katsumi HosoiTokai Tokyo Intelligence Laboratory Co., Ltd.
Reported Earnings • Mar 11First quarter 2026 earnings released: EPS: JP¥15.45 (vs JP¥16.71 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.45 (down from JP¥16.71 in 1Q 2025). Revenue: JP¥786.0m (up 17% from 1Q 2025). Net income: JP¥156.0m (down 9.6% from 1Q 2025). Profit margin: 20% (down from 26% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 13Full year 2025 earnings released: EPS: JP¥61.59 (vs JP¥57.68 in FY 2024)Full year 2025 results: EPS: JP¥61.59 (up from JP¥57.68 in FY 2024). Revenue: JP¥2.81b (up 17% from FY 2024). Net income: JP¥625.7m (up 4.1% from FY 2024). Profit margin: 22% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% 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 • Oct 02Tobila Systems Inc. to Report Fiscal Year 2025 Results on Dec 10, 2025Tobila Systems Inc. announced that they will report fiscal year 2025 results on Dec 10, 2025
Reported Earnings • Sep 13Third quarter 2025 earnings released: EPS: JP¥16.08 (vs JP¥14.72 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.08 (up from JP¥14.72 in 3Q 2024). Revenue: JP¥702.5m (up 14% from 3Q 2024). Net income: JP¥162.4m (up 5.9% from 3Q 2024). Profit margin: 23% (down from 25% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 16Tobila Systems Inc. to Report Q3, 2025 Results on Sep 10, 2025Tobila Systems Inc. announced that they will report Q3, 2025 results on Sep 10, 2025
Reported Earnings • Jun 11Second quarter 2025 earnings released: EPS: JP¥17.85 (vs JP¥15.09 in 2Q 2024)Second quarter 2025 results: EPS: JP¥17.85 (up from JP¥15.09 in 2Q 2024). Revenue: JP¥699.0m (up 19% from 2Q 2024). Net income: JP¥180.4m (up 15% from 2Q 2024). Profit margin: 26% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 11First quarter 2026 earnings released: EPS: JP¥15.45 (vs JP¥16.71 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.45 (down from JP¥16.71 in 1Q 2025). Revenue: JP¥786.0m (up 17% from 1Q 2025). Net income: JP¥156.0m (down 9.6% from 1Q 2025). Profit margin: 20% (down from 26% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,419, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 75% over the past three years.
New Risk • Feb 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (JP¥13.1b market cap, or US$85.5m).
分析記事 • Feb 16Investors Shouldn't Overlook The Favourable Returns On Capital At Tobila Systems (TSE:4441)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Outside Independent Director Yoji Sugata was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 17Market Participants Recognise Tobila Systems Inc.'s (TSE:4441) Earnings Pushing Shares 25% HigherTobila Systems Inc. ( TSE:4441 ) shares have had a really impressive month, gaining 25% after a shaky period...
Reported Earnings • Dec 13Full year 2025 earnings released: EPS: JP¥61.59 (vs JP¥57.68 in FY 2024)Full year 2025 results: EPS: JP¥61.59 (up from JP¥57.68 in FY 2024). Revenue: JP¥2.81b (up 17% from FY 2024). Net income: JP¥625.7m (up 4.1% from FY 2024). Profit margin: 22% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% 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 • Dec 10Tobila Systems Inc., Annual General Meeting, Jan 28, 2026Tobila Systems Inc., Annual General Meeting, Jan 28, 2026.
お知らせ • Oct 02Tobila Systems Inc. to Report Fiscal Year 2025 Results on Dec 10, 2025Tobila Systems Inc. announced that they will report fiscal year 2025 results on Dec 10, 2025
Reported Earnings • Sep 13Third quarter 2025 earnings released: EPS: JP¥16.08 (vs JP¥14.72 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.08 (up from JP¥14.72 in 3Q 2024). Revenue: JP¥702.5m (up 14% from 3Q 2024). Net income: JP¥162.4m (up 5.9% from 3Q 2024). Profit margin: 23% (down from 25% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.0% average weekly change). Market cap is less than US$100m (JP¥11.4b market cap, or US$76.9m).
分析記事 • Jul 16Tobila Systems (TSE:4441) Is Paying Out A Dividend Of ¥20.00The board of Tobila Systems Inc. ( TSE:4441 ) has announced that it will pay a dividend of ¥20.00 per share on the 15th...
お知らせ • Jul 16Tobila Systems Inc. to Report Q3, 2025 Results on Sep 10, 2025Tobila Systems Inc. announced that they will report Q3, 2025 results on Sep 10, 2025
分析記事 • Jun 12Tobila Systems (TSE:4441) Is Paying Out A Dividend Of ¥20.00The board of Tobila Systems Inc. ( TSE:4441 ) has announced that it will pay a dividend on the 15th of January, with...
Reported Earnings • Jun 11Second quarter 2025 earnings released: EPS: JP¥17.85 (vs JP¥15.09 in 2Q 2024)Second quarter 2025 results: EPS: JP¥17.85 (up from JP¥15.09 in 2Q 2024). Revenue: JP¥699.0m (up 19% from 2Q 2024). Net income: JP¥180.4m (up 15% from 2Q 2024). Profit margin: 26% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 29Tobila Systems Inc. to Report Q2, 2025 Results on Jun 10, 2025Tobila Systems Inc. announced that they will report Q2, 2025 results on Jun 10, 2025
Reported Earnings • Mar 11First quarter 2025 earnings released: EPS: JP¥16.65 (vs JP¥14.84 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.65 (up from JP¥14.84 in 1Q 2024). Revenue: JP¥672.0m (up 19% from 1Q 2024). Net income: JP¥172.0m (up 11% from 1Q 2024). Profit margin: 26% (down from 27% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 21Tobila Systems Inc. to Report Q1, 2025 Results on Mar 10, 2025Tobila Systems Inc. announced that they will report Q1, 2025 results on Mar 10, 2025
Reported Earnings • Dec 13Full year 2024 earnings released: EPS: JP¥57.68 (vs JP¥49.02 in FY 2023)Full year 2024 results: EPS: JP¥57.68 (up from JP¥49.02 in FY 2023). Revenue: JP¥2.41b (up 17% from FY 2023). Net income: JP¥601.0m (up 16% from FY 2023). Profit margin: 25% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 11Tobila Systems Inc. (TSE:4441) announces an Equity Buyback for 500,000 shares, representing 4.8% for ¥400 million.Tobila Systems Inc. (TSE:4441) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.8% of its issued share capital, for ¥400 million. The purpose of this buyback is to improve capital efficiency and shareholder returns. The program will expire on March 5, 2025. As of October 31, 2024, the company had 10,418,150 shares issued (excluding treasury stock) and 217,450 shares in treasury.
お知らせ • Dec 10+ 3 more updatesTobila Systems Inc., Annual General Meeting, Jan 29, 2025Tobila Systems Inc., Annual General Meeting, Jan 29, 2025.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥18.20 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 09 January 2025. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).
お知らせ • Oct 02Tobila Systems Inc. to Report Fiscal Year 2024 Results on Dec 10, 2024Tobila Systems Inc. announced that they will report fiscal year 2024 results on Dec 10, 2024
Reported Earnings • Sep 12Third quarter 2024 earnings released: EPS: JP¥14.72 (vs JP¥10.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥14.72 (up from JP¥10.14 in 3Q 2023). Revenue: JP¥617.8m (up 19% from 3Q 2023). Net income: JP¥153.2m (up 43% from 3Q 2023). Profit margin: 25% (up from 21% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% 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 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Sep 10+ 1 more updateTobila Systems Inc. Revises Earnings Guidance for the Fiscal Year Ending October 31, 2024Tobila Systems Inc. revised earnings guidance for the fiscal year ending October 31, 2024. For the year, the company expects revised net sales of JPY 2,350 million, operating profit of JPY 785 million, profit of JPY 541 million and earnings per share of JPY 51.93 compared to previously expected net sales of JPY 2,350 million, operating profit of JPY 755 million, profit of JPY 500 million and earnings per share of JPY 47.96. Reasons for the revision: A breakdown of the revised sales forecast by service shows that although a significant increase is expected for the new business field Business Phone Filtering Services to JPY 520 million (up 57.2% year on year), the company do not expect to achieve the high-level target of JPY 579 million (up 75.1% year on year) at the beginning of the fiscal year. Meanwhile, in the mainstay Mobile Phone Filtering Services sector, sales are expected to increase to JPY 1,611 million (up 8.1% year on year), which is higher than the opening forecast of JPY 1,551 million (up 4.1% year on year). This increase is attributable to the contribution of the renewal of Fixed Payment contracts in December 2023 and the contribution of the Increase in the Unit Price of the Number of Contracts x Unit Price model renewals in April 2024. Expenses are expected to decrease from the plan at the beginning of the fiscal year because it has been able to efficiently make expenditures for some expenses.
分析記事 • Aug 05Tobila Systems Inc. (TSE:4441) Looks Inexpensive After Falling 26% But Perhaps Not Attractive EnoughTobila Systems Inc. ( TSE:4441 ) shareholders that were waiting for something to happen have been dealt a blow with a...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (JP¥6.24b market cap, or US$43.8m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥599, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Software industry in Japan. Total loss to shareholders of 48% over the past three years.
お知らせ • Jun 30Tobila Systems Inc. to Report Q3, 2024 Results on Sep 10, 2024Tobila Systems Inc. announced that they will report Q3, 2024 results on Sep 10, 2024
Declared Dividend • Jun 12Dividend of JP¥17.00 announcedDividend of JP¥17.00 is the same as last year. Ex-date: 30th October 2024 Payment date: 9th January 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 9.9% per year over the past 5 years and payments have been stable during that time.
Reported Earnings • Jun 11Second quarter 2024 earnings released: EPS: JP¥15.09 (vs JP¥10.90 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.09 (up from JP¥10.90 in 2Q 2023). Revenue: JP¥587.0m (up 13% from 2Q 2023). Net income: JP¥157.0m (up 37% from 2Q 2023). Profit margin: 27% (up from 22% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% 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 15% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Mar 13Tobila Systems Inc. to Report Q2, 2024 Results on Jun 10, 2024Tobila Systems Inc. announced that they will report Q2, 2024 results at 4:00 PM, Tokyo Standard Time on Jun 10, 2024
Reported Earnings • Mar 09First quarter 2024 earnings released: EPS: JP¥14.84 (vs JP¥11.40 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.84 (up from JP¥11.40 in 1Q 2023). Revenue: JP¥567.0m (up 16% from 1Q 2023). Net income: JP¥155.0m (up 29% from 1Q 2023). Profit margin: 27% (up from 25% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 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 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Jan 25Tobila Systems Inc. to Report Q1, 2024 Results on Mar 08, 2024Tobila Systems Inc. announced that they will report Q1, 2024 results on Mar 08, 2024
お知らせ • Dec 09Tobila Systems Inc. (TSE:4441) announces an Equity Buyback for 200,000 shares, representing 1.89% for ¥200 million.Tobila Systems Inc. (TSE:4441) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.89% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The shares will be repurchased at ¥940 per share. The purpose of the program is to use such shares to grant restricted stock to directors, executive officers, and employees of the company and to provide for a flexible capital management policy in response to changes in the business environment. The program is valid till December 11, 2023. As of October 31, 2023, the company had 10,558,250 shares (excluding treasury stock) and 71,350 shares in treasury.
お知らせ • Dec 08Tobila Systems Inc., Annual General Meeting, Jan 23, 2024Tobila Systems Inc., Annual General Meeting, Jan 23, 2024.
New Risk • Dec 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥10.4b market cap, or US$70.1m).
Upcoming Dividend • Oct 23Upcoming dividend of JP¥14.50 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 12 January 2024. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.7%).
お知らせ • Sep 15Tobila Systems Inc. to Report Fiscal Year 2023 Results on Dec 08, 2023Tobila Systems Inc. announced that they will report fiscal year 2023 results at 4:00 PM, Tokyo Standard Time on Dec 08, 2023
Reported Earnings • Sep 11Third quarter 2023 earnings released: EPS: JP¥10.14 (vs JP¥8.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.14 (up from JP¥8.27 in 3Q 2022). Revenue: JP¥520.0m (up 26% from 3Q 2022). Net income: JP¥107.0m (up 23% from 3Q 2022). Profit margin: 21% (in line with 3Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 2 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 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Jul 06Tobila Systems Inc. to Report Q3, 2023 Results on Sep 08, 2023Tobila Systems Inc. announced that they will report Q3, 2023 results on Sep 08, 2023
Reported Earnings • Jun 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥522.6m (up 17% from 2Q 2022). Net income: JP¥115.8m (up 22% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
お知らせ • Jun 10+ 1 more updateTobila Systems Inc. Provides Earnings Guidance for the Fiscal Year Ending October 31, 2023Tobila Systems Inc. provided earnings guidance for the fiscal year ending October 31, 2023. For the year, the company expects net sales of JPY 2,000 million, operating profit of JPY 600 million, profit of JPY 394 million and net income per share of JPY 37.35.
Buying Opportunity • Jun 08Now 22% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be JP¥1,229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 34% in 2 years. Earnings is forecast to grow by 45% in the next 2 years.
Buying Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥1,228, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 34% in 2 years. Earnings is forecast to grow by 45% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,008, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 22x in the Software industry in Japan. Negligible returns to shareholders over past three years.
Reported Earnings • Mar 11First quarter 2023 earnings released: EPS: JP¥11.40 (vs JP¥5.94 in 1Q 2022)First quarter 2023 results: EPS: JP¥11.40 (up from JP¥5.94 in 1Q 2022). Revenue: JP¥487.0m (up 25% from 1Q 2022). Net income: JP¥120.0m (up 94% from 1Q 2022). Profit margin: 25% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Buying Opportunity • Mar 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥1,104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Outside Director Audit & Supervisory Committee Member Hisashi Tanaami was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jan 07Tobila Systems Inc. to Report Q1, 2023 Results on Mar 10, 2023Tobila Systems Inc. announced that they will report Q1, 2023 results on Mar 10, 2023
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥929, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 59% over the past three years.
お知らせ • Dec 11+ 2 more updatesTobila Systems Inc. Provides Non-Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending October 31, 2023Tobila Systems Inc. provided non-consolidated earnings guidance for the first half and full year of fiscal year ending October 31, 2023. For the first half, the company expects net sales of JPY 994 million, operating profit of JPY 315 million, profit of JPY 207 million and net income per share of JPY 19.72. For the full year, the company expects net sales of JPY 2,000 million, operating profit of JPY 600 million, profit of JPY 394 million and net income per share of JPY 37.35.
Reported Earnings • Dec 10Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥1.68b (up 18% from FY 2021). Net income: JP¥322.0m (down 17% from FY 2021). Profit margin: 19% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Dec 09Tobila Systems Inc., Annual General Meeting, Jan 26, 2023Tobila Systems Inc., Annual General Meeting, Jan 26, 2023.
Upcoming Dividend • Oct 21Upcoming dividend of JP¥11.10 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 06 January 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.8%).
Buying Opportunity • Oct 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be JP¥1,083, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 18%.
お知らせ • Oct 07Tobila Systems Inc. to Report Fiscal Year 2022 Results on Dec 09, 2022Tobila Systems Inc. announced that they will report fiscal year 2022 results on Dec 09, 2022
Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 6.0%. The fair value is estimated to be JP¥1,209, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 18%.
お知らせ • Sep 10+ 1 more updateTobila Systems Inc. Provides Earnings Guidance for the Full Fiscal Year Ending October 31, 2022Tobila Systems Inc. provided earnings guidance for the full fiscal year ending October 31, 2022. For the year, the company expects net sales of JPY 1,636 million, operating profit of JPY 513 million, profit of JPY 333 million and net income per share of JPY 32.05.
Reported Earnings • Sep 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: JP¥412.8m (up 13% from 3Q 2021). Net income: JP¥87.6m (down 23% from 3Q 2021). Profit margin: 21% (down from 31% in 3Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,022, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 54% over the past three years.
Reported Earnings • Jun 13Second quarter 2022 earnings released: EPS: JP¥9.04 (vs JP¥10.91 in 2Q 2021)Second quarter 2022 results: EPS: JP¥9.04 (down from JP¥10.91 in 2Q 2021). Revenue: JP¥447.1m (up 25% from 2Q 2021). Net income: JP¥95.1m (down 16% from 2Q 2021). Profit margin: 21% (down from 32% in 2Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • Jun 11+ 1 more updateTobila Systems Inc. Provides Earnings Guidance or the Fiscal Year Ending October 31, 2022Tobila Systems Inc. provided earnings guidance or the fiscal year ending October 31, 2022. For the full year, the company expects net sales to be JPY 1,636 million, Operating profit to be JPY 513 million, Profit to be JPY 333 million and Net income per share to be JPY 32.05.
Buying Opportunity • May 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be JP¥922, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has grown by 7.4%.
Price Target Changed • Apr 27Price target decreased to JP¥860Down from JP¥2,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥824. Stock is down 42% over the past year. The company posted earnings per share of JP¥37.24 last year.
お知らせ • Apr 08Tobila Systems Inc. to Report Q2, 2022 Results on Jun 10, 2022Tobila Systems Inc. announced that they will report Q2, 2022 results on Jun 10, 2022
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥865, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 40% over the past year.
Buying Opportunity • Mar 11Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥931, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has grown by 19% over the last year.
Buying Opportunity • Feb 24Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥942, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Buying Opportunity • Jan 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be JP¥965, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥796, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 41% over the past year.
Reported Earnings • Dec 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥37.24 (up from JP¥31.27 in FY 2020). Revenue: JP¥1.42b (up 15% from FY 2020). Net income: JP¥386.0m (up 20% from FY 2020). Profit margin: 27% (up from 26% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
Upcoming Dividend • Oct 21Upcoming dividend of JP¥11.70 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 06 January 2022. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.3%).
Reported Earnings • Sep 12Third quarter 2021 earnings released: EPS JP¥10.89 (vs JP¥8.89 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥364.0m (up 17% from 3Q 2020). Net income: JP¥113.0m (up 23% from 3Q 2020). Profit margin: 31% (up from 30% in 3Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Sep 01Tobila Systems Inc. (TSE:4441) acquired 280blocker LLC from Yoshiko Tsutsumi for approximately ¥380 million.Tobila Systems Inc. (TSE:4441) acquired 280blocker LLC from Yoshiko Tsutsumi for approximately ¥380 million on August 31, 2021. Tobila Systems will acquire 100% stake in 280blocker for ¥375 million. For the fiscal year ending November 2020, 280blocker reported net worth of ¥19 million, total assets of ¥32 million, sales of ¥38 million, operating profit of ¥27 million and net income of ¥18 million. Tobila Systems incurred approximately ¥2 million of advisory expenses in relation to the acquisition. Tobila Systems Inc. (TSE:4441) completed the acquisition of 280blocker LLC from Yoshiko Tsutsumi on August 31, 2021.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,342, the stock trades at a trailing P/E ratio of 37.6x. Average trailing P/E is 29x in the Software industry in Japan. Total loss to shareholders of 33% over the past year.
Reported Earnings • Jun 12Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥358.9m (up 12% from 2Q 2020). Net income: JP¥113.6m (up 42% from 2Q 2020). Profit margin: 32% (up from 25% in 2Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Jun 11Tobila Systems Inc. Announces Earnings Guidance for the Year Ending October 31, 2021Tobila Systems Inc. announced earnings guidance for the year ending October 31, 2021. For the year, the company expects Net sales of JPY 1,410 million, Operating profit of JPY 517 million, Ordinary profit of JPY 515 million, Profit of JPY 352 million and net income per share of JPY 33.84.
Reported Earnings • Mar 11First quarter 2021 earnings released: EPS JP¥8.21 (vs JP¥6.75 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: JP¥335.8m (up 24% from 1Q 2020). Net income: JP¥84.9m (up 23% from 1Q 2020). Profit margin: 25% (in line with 1Q 2020).
お知らせ • Dec 27Tobila Systems Inc. to Report Q1, 2021 Results on Mar 10, 2021Tobila Systems Inc. announced that they will report Q1, 2021 results on Mar 10, 2021
Is New 90 Day High Low • Dec 14New 90-day low: JP¥1,478The company is down 28% from its price of JP¥2,042 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 5.0% over the same period.
Reported Earnings • Dec 12Full year 2020 earnings released: EPS JP¥31.27The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥1.23b (up 26% from FY 2019). Net income: JP¥322.0m (up 30% from FY 2019). Profit margin: 26% (up from 25% in FY 2019). The increase in margin was driven by higher revenue.
お知らせ • Dec 11Tobila Systems Inc., Annual General Meeting, Jan 21, 2021Tobila Systems Inc., Annual General Meeting, Jan 21, 2021.
お知らせ • Jul 17Tobila Systems Inc. to Report Q3, 2020 Results on Sep 09, 2020Tobila Systems Inc. announced that they will report Q3, 2020 results on Sep 09, 2020