View Future GrowthSansan 過去の業績過去 基準チェック /36Sansanは、平均年間34.5%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% 24.1%収益成長率で 成長しています。 Sansanの自己資本利益率は14.9%であり、純利益率は5.5%です。主要情報34.53%収益成長率34.17%EPS成長率Software 業界の成長12.13%収益成長率24.13%株主資本利益率14.94%ネット・マージン5.53%前回の決算情報28 Feb 2026最近の業績更新Reported Earnings • Apr 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥16.99 (up from JP¥10.92 in 3Q 2025). Revenue: JP¥13.9b (up 25% from 3Q 2025). Net income: JP¥2.15b (up 56% from 3Q 2025). Profit margin: 16% (up from 12% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 16% p.a. on average during the next 3 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 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Jan 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥13.14 (up from JP¥5.49 in 2Q 2025). Revenue: JP¥13.1b (up 25% from 2Q 2025). Net income: JP¥1.66b (up 140% from 2Q 2025). Profit margin: 13% (up from 6.6% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 16% p.a. on average during the next 3 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 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥2.36 (up from JP¥2.96 loss in 1Q 2025). Revenue: JP¥12.3b (up 28% from 1Q 2025). Net income: JP¥298.0m (up JP¥670.0m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% 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 57% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥3.36 (down from JP¥7.59 in FY 2024). Revenue: JP¥43.2b (up 28% from FY 2024). Net income: JP¥424.0m (down 56% from FY 2024). Profit margin: 1.0% (down from 2.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 85%. 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. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 01+ 3 more updatesSansan, Inc. to Report Q1, 2026 Results on Oct 10, 2025Sansan, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025Reported Earnings • Apr 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥10.92 (up from JP¥3.15 in 3Q 2024). Revenue: JP¥11.1b (up 30% from 3Q 2024). Net income: JP¥1.38b (up 248% from 3Q 2024). Profit margin: 12% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 92%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesお知らせ • May 20Sansan, Inc. (TSE:4443) announces an Equity Buyback for 2,000,000 shares, representing 1.58% for ¥2,000 million.Sansan, Inc. (TSE:4443) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.16% of its total shares outstanding excluding treasury shares, for a total of ¥2,000 million. The purpose of repurchase program is to enhance shareholder returns and it is a part of a flexible capital policy aimed at improving capital efficiency. The repurchase program is valid till June 30, 2026. As of February 28, 2026, the company had 126,638,234 shares outstanding excluding treasury shares and had 142,622 shares in treasury.お知らせ • May 14Sansan, Inc. (TSE:4443) acquired an unknown stake in EDOA Corp.Sansan, Inc. (TSE:4443) acquired an unknown stake in EDOA Corp. on May 12, 2026. EDOA Corp. will change its company name to Eight Career Co., Ltd. effective May 12, 2026. Sansan, Inc. (TSE:4443) completed the acquisition of an unknown stake in EDOA Corp. on May 12, 2026.分析記事 • Apr 14Sansan, Inc. (TSE:4443) Just Reported Earnings, And Analysts Cut Their Target PriceShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its third-quarter result this time last week. The...Price Target Changed • Apr 14Price target decreased by 8.7% to JP¥2,031Down from JP¥2,225, the current price target is an average from 8 analysts. New target price is 66% above last closing price of JP¥1,220. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥45.37 for next year compared to JP¥3.36 last year.Reported Earnings • Apr 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥16.99 (up from JP¥10.92 in 3Q 2025). Revenue: JP¥13.9b (up 25% from 3Q 2025). Net income: JP¥2.15b (up 56% from 3Q 2025). Profit margin: 16% (up from 12% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 16% p.a. on average during the next 3 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 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.分析記事 • Feb 04What You Can Learn From Sansan, Inc.'s (TSE:4443) P/E After Its 29% Share Price CrashSansan, Inc. ( TSE:4443 ) shareholders that were waiting for something to happen have been dealt a blow with a 29...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,227, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Software industry in Japan. Total loss to shareholders of 29% over the past three years.Major Estimate Revision • Jan 21Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥41.06 to JP¥47.21. Revenue forecast steady at JP¥53.6b. Net income forecast to grow 254% next year vs 22% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,425. Share price was steady at JP¥1,712 over the past week.分析記事 • Jan 18The Sansan, Inc. (TSE:4443) Interim Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Sansan, Inc. ( TSE:4443 ) shareholders, because the company has just released its latest...New Risk • Jan 15New 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 7.1% 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 Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.Reported Earnings • Jan 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥13.14 (up from JP¥5.49 in 2Q 2025). Revenue: JP¥13.1b (up 25% from 2Q 2025). Net income: JP¥1.66b (up 140% from 2Q 2025). Profit margin: 13% (up from 6.6% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 16% p.a. on average during the next 3 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 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 14Sansan (TSE:4443) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Dec 17Do Sansan's (TSE:4443) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Nov 18The Price Is Right For Sansan, Inc. (TSE:4443)When you see that almost half of the companies in the Software industry in Japan have price-to-sales ratios (or "P/S...Reported Earnings • Oct 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥2.36 (up from JP¥2.96 loss in 1Q 2025). Revenue: JP¥12.3b (up 28% from 1Q 2025). Net income: JP¥298.0m (up JP¥670.0m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% 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 57% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 24Sansan (TSE:4443) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jul 17Sansan, Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its yearly result this time last week. The early...Reported Earnings • Jul 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥3.36 (down from JP¥7.59 in FY 2024). Revenue: JP¥43.2b (up 28% from FY 2024). Net income: JP¥424.0m (down 56% from FY 2024). Profit margin: 1.0% (down from 2.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 85%. 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. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 14Sansan's (TSE:4443) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Jul 14Sansan, Inc., Annual General Meeting, Aug 26, 2025Sansan, Inc., Annual General Meeting, Aug 26, 2025.分析記事 • Jun 20Sansan, Inc.'s (TSE:4443) Popularity With Investors Is ClearSansan, Inc.'s ( TSE:4443 ) price-to-sales (or "P/S") ratio of 6.7x may look like a poor investment opportunity when...お知らせ • May 22Link and Motivation Inc. (TSE:2170) signed share transfer agreement to acquire an unknown stake in Unipos Inc. (TSE:6550) from Sansan, Inc. (TSE:4443).Link and Motivation Inc. (TSE:2170) signed share transfer agreement to acquire an unknown stake in Unipos Inc. (TSE:6550) from Sansan, Inc. (TSE:4443) on May 22, 2025. Link and Motivation will receive from Sansan, through the Share Exchange, all 3,800 shares of the Unipos Preferred Stock issued by Unipos and 366,200 shares of the Unipos Common Stock. Link and Motivation have also signed share exchange agreement to acquire all the shares in Unipos. The transaction is subject to approval of offer by acquirer shareholders. The deal has been approved by the board of Link and Motivation. The expected completion of the transaction is July 1, 2025.Major Estimate Revision • May 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥24.13 to JP¥21.17 per share. Revenue forecast steady at JP¥43.1b. Net income forecast to grow 120% next year vs 27% growth forecast for Software industry in Japan. Consensus price target down from JP¥2,633 to JP¥2,500. Share price fell 10% to JP¥1,826 over the past week.分析記事 • May 06Is Sansan (TSE:4443) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • May 01+ 3 more updatesSansan, Inc. to Report Q1, 2026 Results on Oct 10, 2025Sansan, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025Major Estimate Revision • Apr 18Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥18.10 to JP¥24.13. Revenue forecast steady at JP¥43.0b. Net income forecast to grow 120% next year vs 23% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,633. Share price was steady at JP¥1,932 over the past week.分析記事 • Apr 14Sansan, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearSansan, Inc. ( TSE:4443 ) defied analyst predictions to release its third-quarter results, which were ahead of market...Reported Earnings • Apr 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥10.92 (up from JP¥3.15 in 3Q 2024). Revenue: JP¥11.1b (up 30% from 3Q 2024). Net income: JP¥1.38b (up 248% from 3Q 2024). Profit margin: 12% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 92%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 11Sansan, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Sansan, Inc. provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales to be in the range of JPY 43,026 million to JPY 44,042 million.分析記事 • Mar 23Sansan (TSE:4443) Shareholders Will Want The ROCE Trajectory To ContinueIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...お知らせ • Mar 07Sansan, Inc. to Report Q3, 2025 Results on Apr 11, 2025Sansan, Inc. announced that they will report Q3, 2025 results on Apr 11, 2025分析記事 • Mar 05Should You Investigate Sansan, Inc. (TSE:4443) At JP¥2,026?While Sansan, Inc. ( TSE:4443 ) might not have the largest market cap around , it saw significant share price movement...Buy Or Sell Opportunity • Feb 18Now 21% undervaluedOver the last 90 days, the stock has risen 25% to JP¥2,460. The fair value is estimated to be JP¥3,105, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.Major Estimate Revision • Jan 21Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥16.64 to JP¥18.52. Revenue forecast steady at JP¥43.1b. Net income forecast to grow 217% next year vs 25% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,650. Share price fell 4.7% to JP¥2,334 over the past week.分析記事 • Jan 17Sansan, Inc. (TSE:4443) Just Released Its Interim Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its half-yearly result this time last week. The...Reported Earnings • Jan 15Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: JP¥5.49 (up from JP¥0.94 in 2Q 2024). Revenue: JP¥10.5b (up 27% from 2Q 2024). Net income: JP¥692.0m (up 486% from 2Q 2024). Profit margin: 6.6% (up from 1.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.分析記事 • Dec 10Is Sansan, Inc. (TSE:4443) Trading At A 34% Discount?Key Insights The projected fair value for Sansan is JP¥3,445 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Nov 07Sansan (TSE:4443) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Oct 29Sansan, Inc. to Report Q2, 2025 Results on Jan 14, 2025Sansan, Inc. announced that they will report Q2, 2025 results on Jan 14, 2025分析記事 • Oct 15Sansan, Inc. (TSE:4443) Analysts Are Pretty Bullish On The Stock After Recent ResultsSansan, Inc. ( TSE:4443 ) last week reported its latest quarterly results, which makes it a good time for investors to...Reported Earnings • Oct 12First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: JP¥2.96 loss per share (down from JP¥0.20 profit in 1Q 2024). Revenue: JP¥9.58b (up 28% from 1Q 2024). Net loss: JP¥372.0m (down JP¥397.0m from profit in 1Q 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Aug 31Sansan, Inc. to Report Q1, 2025 Results on Oct 11, 2024Sansan, Inc. announced that they will report Q1, 2025 results on Oct 11, 2024Price Target Changed • Aug 28Price target increased by 9.3% to JP¥2,590Up from JP¥2,370, the current price target is an average from 5 analysts. New target price is 11% above last closing price of JP¥2,337. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥18.51 for next year compared to JP¥7.59 last year.Price Target Changed • Aug 23Price target increased by 9.4% to JP¥2,450Up from JP¥2,240, the current price target is an average from 5 analysts. New target price is 8.4% above last closing price of JP¥2,261. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥18.04 for next year compared to JP¥7.59 last year.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥19.55 to JP¥17.55 per share. Revenue forecast steady at JP¥43.3b. Net income forecast to grow 132% next year vs 15% growth forecast for Software industry in Japan. Consensus price target of JP¥2,370 unchanged from last update. Share price was steady at JP¥2,069 over the past week.Buy Or Sell Opportunity • Aug 05Now 22% undervaluedOver the last 90 days, the stock has risen 19% to JP¥1,858. The fair value is estimated to be JP¥2,387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.分析記事 • Aug 01Estimating The Intrinsic Value Of Sansan, Inc. (TSE:4443)Key Insights Sansan's estimated fair value is JP¥2,085 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • Jul 15Revenues Tell The Story For Sansan, Inc. (TSE:4443) As Its Stock Soars 27%Despite an already strong run, Sansan, Inc. ( TSE:4443 ) shares have been powering on, with a gain of 27% in the last...分析記事 • Jul 14Sansan, Inc. Just Recorded A 27% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Sansan, Inc. ( TSE:4443 ) shareholders, with its shares surging 20% to JP¥2,130 in...Price Target Changed • Jul 13Price target increased by 7.7% to JP¥2,240Up from JP¥2,080, the current price target is an average from 5 analysts. New target price is 5.2% above last closing price of JP¥2,130. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥16.35 for next year compared to JP¥7.59 last year.お知らせ • Jul 12Sansan, Inc., Annual General Meeting, Aug 27, 2024Sansan, Inc., Annual General Meeting, Aug 27, 2024.Buy Or Sell Opportunity • Jul 12Now 36% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to JP¥2,130. The fair value is estimated to be JP¥1,567, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jul 11Sansan, Inc. (TSE:4443) announces an Equity Buyback for 200,000 shares, representing 0.16% for ¥300 million.Sansan, Inc. (TSE:4443) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.16% of its total shares outstanding excluding treasury shares, for a total of ¥300 million. The purpose of repurchase program is to provide shareholder returns. The repurchase program is valid till August 31, 2024. As of May 31, 2024, the company had 125,834,545 shares outstanding excluding treasury shares and had 871 shares in treasury.分析記事 • Jun 18Is It Time To Consider Buying Sansan, Inc. (TSE:4443)?Sansan, Inc. ( TSE:4443 ), might not be a large cap stock, but it led the TSE gainers with a relatively large price...分析記事 • May 30The Price Is Right For Sansan, Inc. (TSE:4443)When you see that almost half of the companies in the Software industry in Japan have price-to-sales ratios (or "P/S...お知らせ • May 24Sansan, Inc. to Report Fiscal Year 2024 Results on Jul 11, 2024Sansan, Inc. announced that they will report fiscal year 2024 results on Jul 11, 2024Buy Or Sell Opportunity • May 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,563. The fair value is estimated to be JP¥1,278, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Apr 30Sansan (TSE:4443) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Apr 12Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥3.15 (down from JP¥4.69 in 3Q 2023). Revenue: JP¥8.51b (up 34% from 3Q 2023). Net income: JP¥396.0m (down 33% from 3Q 2023). Profit margin: 4.7% (down from 9.2% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 17% 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 fallen by 57% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Mar 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,800. The fair value is estimated to be JP¥1,473, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Feb 29Sansan, Inc. (TSE:4443) Looks Just Right With A 28% Price JumpSansan, Inc. ( TSE:4443 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...Buy Or Sell Opportunity • Feb 28Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥1,773. The fair value is estimated to be JP¥1,437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 24Sansan, Inc. to Report Q3, 2024 Results on Apr 11, 2024Sansan, Inc. announced that they will report Q3, 2024 results on Apr 11, 2024Reported Earnings • Jan 15Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥0.94 (down from JP¥3.81 in 2Q 2023). Revenue: JP¥8.22b (up 35% from 2Q 2023). Net income: JP¥118.0m (down 75% from 2Q 2023). Profit margin: 1.4% (down from 7.8% in 2Q 2023). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Nov 24Sansan, Inc. to Report Q2, 2024 Results on Jan 12, 2024Sansan, Inc. announced that they will report Q2, 2024 results on Jan 12, 2024Major Estimate Revision • Oct 21Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥7.69 to JP¥6.60 per share. Revenue forecast steady at JP¥32.7b. Net income forecast to grow 473% next year vs 16% growth forecast for Software industry in Japan. Consensus price target up from JP¥1,945 to JP¥2,040. Share price fell 12% to JP¥1,102 over the past week.Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥1,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 45% per annum over the same time period.Reported Earnings • Oct 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥0.20 (up from JP¥2.60 loss in 1Q 2023). Revenue: JP¥7.50b (up 31% from 1Q 2023). Net income: JP¥25.0m (up JP¥350.0m from 1Q 2023). Profit margin: 0.3% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 16% 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 fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Sep 16Sansan, Inc. to Report Q1, 2024 Results on Oct 12, 2023Sansan, Inc. announced that they will report Q1, 2024 results on Oct 12, 2023Reported Earnings • Sep 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥1.13 loss per share (down from JP¥6.87 profit in FY 2022). Revenue: JP¥25.5b (up 25% from FY 2022). Net loss: JP¥141.0m (down 117% from profit in FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% 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 fallen by 13% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥1.13 loss per share (down from JP¥6.87 profit in FY 2022). Revenue: JP¥25.5b (up 25% from FY 2022). Net loss: JP¥141.0m (down 117% from profit in FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. 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 fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jul 13+ 1 more updateSansan, Inc., Annual General Meeting, Aug 29, 2023Sansan, Inc., Annual General Meeting, Aug 29, 2023.お知らせ • May 25Sansan, Inc. to Report Fiscal Year 2023 Results on Jul 13, 2023Sansan, Inc. announced that they will report fiscal year 2023 results on Jul 13, 2023Reported Earnings • Apr 15Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥4.69 (up from JP¥0.016 in 3Q 2022). Revenue: JP¥6.35b (up 24% from 3Q 2022). Net income: JP¥587.0m (up JP¥585.0m from 3Q 2022). Profit margin: 9.2% (up from 0% in 3Q 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 199%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Japan. 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 13% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 19Sansan, Inc. to Report Q3, 2023 Results on Apr 13, 2023Sansan, Inc. announced that they will report Q3, 2023 results on Apr 13, 2023Major Estimate Revision • Feb 07Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥4.57 to JP¥5.51. Revenue forecast steady at JP¥25.1b. Net income forecast to grow 101% next year vs 15% growth forecast for Software industry in Japan. Consensus price target up from JP¥1,875 to JP¥1,975. Share price rose 11% to JP¥1,771 over the past week.Price Target Changed • Feb 03Price target increased by 7.5% to JP¥1,975Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is 11% above last closing price of JP¥1,782. Stock is up 39% over the past year. The company is forecast to post earnings per share of JP¥4.57 for next year compared to JP¥6.86 last year.Reported Earnings • Jan 14Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥3.81 (up from JP¥0.63 loss in 2Q 2022). Revenue: JP¥6.11b (up 23% from 2Q 2022). Net income: JP¥476.0m (up JP¥555.0m from 2Q 2022). Profit margin: 7.8% (up from net loss in 2Q 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 126%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 14% 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 4% per year, which means it is significantly lagging earnings.お知らせ • Jan 14Sansan, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2023Sansan, Inc. provides consolidated earnings guidance for the fiscal year ending May 31, 2023. For the fiscal year ending May 31, 2023 net sales JPY 25,117 million to JPY 25,764 million.Price Target Changed • Nov 29Price target increased to JP¥1,838Up from JP¥1,650, the current price target is an average from 4 analysts. New target price is 9.2% above last closing price of JP¥1,683. Stock is down 46% over the past year. The company is forecast to post earnings per share of JP¥4.32 for next year compared to JP¥6.86 last year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Maki Suzuki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 30Sansan, Inc. to Report Q2, 2023 Results on Jan 12, 2023Sansan, Inc. announced that they will report Q2, 2023 results on Jan 12, 2023Reported Earnings • Oct 15First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: JP¥2.60 loss per share (down from JP¥5.23 profit in 1Q 2022). Revenue: JP¥5.71b (up 24% from 1Q 2022). Net loss: JP¥325.0m (down 150% from profit in 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 138%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.Major Estimate Revision • Oct 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥2.78 to JP¥3.59. Revenue forecast steady at JP¥25.3b. Net income forecast to shrink 47% next year vs 20% growth forecast for Software industry in Japan . Consensus price target of JP¥1,700 unchanged from last update. Share price fell 4.1% to JP¥1,296 over the past week.お知らせ • Oct 13Sansan, Inc. Provides Earnings Guidance for the Fiscal Year Ending May 31, 2023Sansan, Inc. provided earnings guidance for the fiscal year ending May 31, 2023. For the year, the company expected net sales of JPY 25,117 million to JPY 25,764 million.Buying Opportunity • Oct 11Now 22% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥1,665, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.お知らせ • Sep 19Sansan, Inc.(TSE:4443) dropped from FTSE All-World Index (USD)Sansan, Inc.(TSE:4443) dropped from FTSE All-World Index (USD)Price Target Changed • Sep 16Price target increased to JP¥1,663Up from JP¥1,513, the current price target is an average from 7 analysts. New target price is 19% above last closing price of JP¥1,392. Stock is down 57% over the past year. The company is forecast to post earnings per share of JP¥2.98 for next year compared to JP¥6.86 last year.Reported Earnings • Sep 04Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥6.87 (up from JP¥1.46 in FY 2021). Revenue: JP¥20.4b (up 26% from FY 2021). Net income: JP¥857.0m (up 371% from FY 2021). Profit margin: 4.2% (up from 1.1% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 23%, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 01Sansan, Inc. to Report Q1, 2023 Results on Oct 13, 2022Sansan, Inc. announced that they will report Q1, 2023 results on Oct 13, 2022Buying Opportunity • Aug 18Now 21% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be JP¥1,895, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.Major Estimate Revision • Jul 24Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥3.79 to JP¥3.27 per share. Revenue forecast steady at JP¥25.0b. Net income forecast to shrink 52% next year vs 13% growth forecast for Software industry in Japan . Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.1% to JP¥1,236 over the past week.お知らせ • Jul 16Sansan, Inc., Annual General Meeting, Aug 30, 2022Sansan, Inc., Annual General Meeting, Aug 30, 2022.収支内訳Sansan 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:4443 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費28 Feb 2651,3302,83638,056030 Nov 2548,5252,06336,888031 Aug 2545,9011,09436,234031 May 2543,20242434,609028 Feb 2540,7812,15632,677030 Nov 2438,2101,13031,523031 Aug 2435,95855029,727031 May 2433,87895327,477029 Feb 2431,567-34026,331030 Nov 2329,412-14924,468031 Aug 2327,30020922,820031 May 2325,510-14121,627028 Feb 2323,8921,02019,740030 Nov 2222,66743518,963031 Aug 2221,537-12018,278031 May 2220,42085717,272028 Feb 2219,13634416,697030 Nov 2118,12536716,031031 Aug 2117,11474914,610031 May 2116,18418213,455028 Feb 2115,44484612,160030 Nov 2014,70481811,514031 Aug 2013,92931811,431031 May 2013,36233910,783029 Feb 2012,516-35110,737031 May 1910,206-9459,458031 May 187,324-3,4358,950031 May 174,839-7904,5900質の高い収益: 4443には¥2.6B } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が28th February, 2026に影響を及ぼしています。利益率の向上: 4443の現在の純利益率 (5.5%)は、昨年(5.3%)よりも高くなっています。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: 4443の収益は過去 5 年間で年間34.5%増加しました。成長の加速: 4443の過去 1 年間の収益成長率 ( 31.5% ) は、5 年間の平均 ( 年間34.5%を下回っています。収益対業界: 4443の過去 1 年間の収益成長率 ( 31.5% ) はSoftware業界16.8%を上回りました。株主資本利益率高いROE: 4443の 自己資本利益率 ( 14.9% ) は 低い 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2026/05/21 13:59終値2026/05/21 00:00収益2026/02/28年間収益2025/05/31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Sansan, Inc. 8 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。15 アナリスト機関Yuki KanekoBofA Global ResearchHideo NodaCLSATaro IshiharaDaiwa Securities Co. Ltd.12 その他のアナリストを表示
Reported Earnings • Apr 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥16.99 (up from JP¥10.92 in 3Q 2025). Revenue: JP¥13.9b (up 25% from 3Q 2025). Net income: JP¥2.15b (up 56% from 3Q 2025). Profit margin: 16% (up from 12% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 16% p.a. on average during the next 3 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 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Jan 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥13.14 (up from JP¥5.49 in 2Q 2025). Revenue: JP¥13.1b (up 25% from 2Q 2025). Net income: JP¥1.66b (up 140% from 2Q 2025). Profit margin: 13% (up from 6.6% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 16% p.a. on average during the next 3 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 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥2.36 (up from JP¥2.96 loss in 1Q 2025). Revenue: JP¥12.3b (up 28% from 1Q 2025). Net income: JP¥298.0m (up JP¥670.0m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% 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 57% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥3.36 (down from JP¥7.59 in FY 2024). Revenue: JP¥43.2b (up 28% from FY 2024). Net income: JP¥424.0m (down 56% from FY 2024). Profit margin: 1.0% (down from 2.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 85%. 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. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 01+ 3 more updatesSansan, Inc. to Report Q1, 2026 Results on Oct 10, 2025Sansan, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025
Reported Earnings • Apr 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥10.92 (up from JP¥3.15 in 3Q 2024). Revenue: JP¥11.1b (up 30% from 3Q 2024). Net income: JP¥1.38b (up 248% from 3Q 2024). Profit margin: 12% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 92%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • May 20Sansan, Inc. (TSE:4443) announces an Equity Buyback for 2,000,000 shares, representing 1.58% for ¥2,000 million.Sansan, Inc. (TSE:4443) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.16% of its total shares outstanding excluding treasury shares, for a total of ¥2,000 million. The purpose of repurchase program is to enhance shareholder returns and it is a part of a flexible capital policy aimed at improving capital efficiency. The repurchase program is valid till June 30, 2026. As of February 28, 2026, the company had 126,638,234 shares outstanding excluding treasury shares and had 142,622 shares in treasury.
お知らせ • May 14Sansan, Inc. (TSE:4443) acquired an unknown stake in EDOA Corp.Sansan, Inc. (TSE:4443) acquired an unknown stake in EDOA Corp. on May 12, 2026. EDOA Corp. will change its company name to Eight Career Co., Ltd. effective May 12, 2026. Sansan, Inc. (TSE:4443) completed the acquisition of an unknown stake in EDOA Corp. on May 12, 2026.
分析記事 • Apr 14Sansan, Inc. (TSE:4443) Just Reported Earnings, And Analysts Cut Their Target PriceShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its third-quarter result this time last week. The...
Price Target Changed • Apr 14Price target decreased by 8.7% to JP¥2,031Down from JP¥2,225, the current price target is an average from 8 analysts. New target price is 66% above last closing price of JP¥1,220. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥45.37 for next year compared to JP¥3.36 last year.
Reported Earnings • Apr 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥16.99 (up from JP¥10.92 in 3Q 2025). Revenue: JP¥13.9b (up 25% from 3Q 2025). Net income: JP¥2.15b (up 56% from 3Q 2025). Profit margin: 16% (up from 12% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 16% p.a. on average during the next 3 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 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
分析記事 • Feb 04What You Can Learn From Sansan, Inc.'s (TSE:4443) P/E After Its 29% Share Price CrashSansan, Inc. ( TSE:4443 ) shareholders that were waiting for something to happen have been dealt a blow with a 29...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,227, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Software industry in Japan. Total loss to shareholders of 29% over the past three years.
Major Estimate Revision • Jan 21Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥41.06 to JP¥47.21. Revenue forecast steady at JP¥53.6b. Net income forecast to grow 254% next year vs 22% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,425. Share price was steady at JP¥1,712 over the past week.
分析記事 • Jan 18The Sansan, Inc. (TSE:4443) Interim Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Sansan, Inc. ( TSE:4443 ) shareholders, because the company has just released its latest...
New Risk • Jan 15New 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 7.1% 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 Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Jan 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥13.14 (up from JP¥5.49 in 2Q 2025). Revenue: JP¥13.1b (up 25% from 2Q 2025). Net income: JP¥1.66b (up 140% from 2Q 2025). Profit margin: 13% (up from 6.6% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 16% p.a. on average during the next 3 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 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 14Sansan (TSE:4443) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Dec 17Do Sansan's (TSE:4443) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Nov 18The Price Is Right For Sansan, Inc. (TSE:4443)When you see that almost half of the companies in the Software industry in Japan have price-to-sales ratios (or "P/S...
Reported Earnings • Oct 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥2.36 (up from JP¥2.96 loss in 1Q 2025). Revenue: JP¥12.3b (up 28% from 1Q 2025). Net income: JP¥298.0m (up JP¥670.0m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% 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 57% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 24Sansan (TSE:4443) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jul 17Sansan, Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its yearly result this time last week. The early...
Reported Earnings • Jul 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥3.36 (down from JP¥7.59 in FY 2024). Revenue: JP¥43.2b (up 28% from FY 2024). Net income: JP¥424.0m (down 56% from FY 2024). Profit margin: 1.0% (down from 2.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 85%. 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. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 14Sansan's (TSE:4443) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Jul 14Sansan, Inc., Annual General Meeting, Aug 26, 2025Sansan, Inc., Annual General Meeting, Aug 26, 2025.
分析記事 • Jun 20Sansan, Inc.'s (TSE:4443) Popularity With Investors Is ClearSansan, Inc.'s ( TSE:4443 ) price-to-sales (or "P/S") ratio of 6.7x may look like a poor investment opportunity when...
お知らせ • May 22Link and Motivation Inc. (TSE:2170) signed share transfer agreement to acquire an unknown stake in Unipos Inc. (TSE:6550) from Sansan, Inc. (TSE:4443).Link and Motivation Inc. (TSE:2170) signed share transfer agreement to acquire an unknown stake in Unipos Inc. (TSE:6550) from Sansan, Inc. (TSE:4443) on May 22, 2025. Link and Motivation will receive from Sansan, through the Share Exchange, all 3,800 shares of the Unipos Preferred Stock issued by Unipos and 366,200 shares of the Unipos Common Stock. Link and Motivation have also signed share exchange agreement to acquire all the shares in Unipos. The transaction is subject to approval of offer by acquirer shareholders. The deal has been approved by the board of Link and Motivation. The expected completion of the transaction is July 1, 2025.
Major Estimate Revision • May 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥24.13 to JP¥21.17 per share. Revenue forecast steady at JP¥43.1b. Net income forecast to grow 120% next year vs 27% growth forecast for Software industry in Japan. Consensus price target down from JP¥2,633 to JP¥2,500. Share price fell 10% to JP¥1,826 over the past week.
分析記事 • May 06Is Sansan (TSE:4443) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • May 01+ 3 more updatesSansan, Inc. to Report Q1, 2026 Results on Oct 10, 2025Sansan, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025
Major Estimate Revision • Apr 18Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥18.10 to JP¥24.13. Revenue forecast steady at JP¥43.0b. Net income forecast to grow 120% next year vs 23% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,633. Share price was steady at JP¥1,932 over the past week.
分析記事 • Apr 14Sansan, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearSansan, Inc. ( TSE:4443 ) defied analyst predictions to release its third-quarter results, which were ahead of market...
Reported Earnings • Apr 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥10.92 (up from JP¥3.15 in 3Q 2024). Revenue: JP¥11.1b (up 30% from 3Q 2024). Net income: JP¥1.38b (up 248% from 3Q 2024). Profit margin: 12% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 92%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 11Sansan, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Sansan, Inc. provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales to be in the range of JPY 43,026 million to JPY 44,042 million.
分析記事 • Mar 23Sansan (TSE:4443) Shareholders Will Want The ROCE Trajectory To ContinueIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
お知らせ • Mar 07Sansan, Inc. to Report Q3, 2025 Results on Apr 11, 2025Sansan, Inc. announced that they will report Q3, 2025 results on Apr 11, 2025
分析記事 • Mar 05Should You Investigate Sansan, Inc. (TSE:4443) At JP¥2,026?While Sansan, Inc. ( TSE:4443 ) might not have the largest market cap around , it saw significant share price movement...
Buy Or Sell Opportunity • Feb 18Now 21% undervaluedOver the last 90 days, the stock has risen 25% to JP¥2,460. The fair value is estimated to be JP¥3,105, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
Major Estimate Revision • Jan 21Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥16.64 to JP¥18.52. Revenue forecast steady at JP¥43.1b. Net income forecast to grow 217% next year vs 25% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,650. Share price fell 4.7% to JP¥2,334 over the past week.
分析記事 • Jan 17Sansan, Inc. (TSE:4443) Just Released Its Interim Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its half-yearly result this time last week. The...
Reported Earnings • Jan 15Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: JP¥5.49 (up from JP¥0.94 in 2Q 2024). Revenue: JP¥10.5b (up 27% from 2Q 2024). Net income: JP¥692.0m (up 486% from 2Q 2024). Profit margin: 6.6% (up from 1.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Dec 10Is Sansan, Inc. (TSE:4443) Trading At A 34% Discount?Key Insights The projected fair value for Sansan is JP¥3,445 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Nov 07Sansan (TSE:4443) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Oct 29Sansan, Inc. to Report Q2, 2025 Results on Jan 14, 2025Sansan, Inc. announced that they will report Q2, 2025 results on Jan 14, 2025
分析記事 • Oct 15Sansan, Inc. (TSE:4443) Analysts Are Pretty Bullish On The Stock After Recent ResultsSansan, Inc. ( TSE:4443 ) last week reported its latest quarterly results, which makes it a good time for investors to...
Reported Earnings • Oct 12First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: JP¥2.96 loss per share (down from JP¥0.20 profit in 1Q 2024). Revenue: JP¥9.58b (up 28% from 1Q 2024). Net loss: JP¥372.0m (down JP¥397.0m from profit in 1Q 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 31Sansan, Inc. to Report Q1, 2025 Results on Oct 11, 2024Sansan, Inc. announced that they will report Q1, 2025 results on Oct 11, 2024
Price Target Changed • Aug 28Price target increased by 9.3% to JP¥2,590Up from JP¥2,370, the current price target is an average from 5 analysts. New target price is 11% above last closing price of JP¥2,337. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥18.51 for next year compared to JP¥7.59 last year.
Price Target Changed • Aug 23Price target increased by 9.4% to JP¥2,450Up from JP¥2,240, the current price target is an average from 5 analysts. New target price is 8.4% above last closing price of JP¥2,261. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥18.04 for next year compared to JP¥7.59 last year.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥19.55 to JP¥17.55 per share. Revenue forecast steady at JP¥43.3b. Net income forecast to grow 132% next year vs 15% growth forecast for Software industry in Japan. Consensus price target of JP¥2,370 unchanged from last update. Share price was steady at JP¥2,069 over the past week.
Buy Or Sell Opportunity • Aug 05Now 22% undervaluedOver the last 90 days, the stock has risen 19% to JP¥1,858. The fair value is estimated to be JP¥2,387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
分析記事 • Aug 01Estimating The Intrinsic Value Of Sansan, Inc. (TSE:4443)Key Insights Sansan's estimated fair value is JP¥2,085 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 • Jul 15Revenues Tell The Story For Sansan, Inc. (TSE:4443) As Its Stock Soars 27%Despite an already strong run, Sansan, Inc. ( TSE:4443 ) shares have been powering on, with a gain of 27% in the last...
分析記事 • Jul 14Sansan, Inc. Just Recorded A 27% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Sansan, Inc. ( TSE:4443 ) shareholders, with its shares surging 20% to JP¥2,130 in...
Price Target Changed • Jul 13Price target increased by 7.7% to JP¥2,240Up from JP¥2,080, the current price target is an average from 5 analysts. New target price is 5.2% above last closing price of JP¥2,130. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥16.35 for next year compared to JP¥7.59 last year.
お知らせ • Jul 12Sansan, Inc., Annual General Meeting, Aug 27, 2024Sansan, Inc., Annual General Meeting, Aug 27, 2024.
Buy Or Sell Opportunity • Jul 12Now 36% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to JP¥2,130. The fair value is estimated to be JP¥1,567, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jul 11Sansan, Inc. (TSE:4443) announces an Equity Buyback for 200,000 shares, representing 0.16% for ¥300 million.Sansan, Inc. (TSE:4443) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.16% of its total shares outstanding excluding treasury shares, for a total of ¥300 million. The purpose of repurchase program is to provide shareholder returns. The repurchase program is valid till August 31, 2024. As of May 31, 2024, the company had 125,834,545 shares outstanding excluding treasury shares and had 871 shares in treasury.
分析記事 • Jun 18Is It Time To Consider Buying Sansan, Inc. (TSE:4443)?Sansan, Inc. ( TSE:4443 ), might not be a large cap stock, but it led the TSE gainers with a relatively large price...
分析記事 • May 30The Price Is Right For Sansan, Inc. (TSE:4443)When you see that almost half of the companies in the Software industry in Japan have price-to-sales ratios (or "P/S...
お知らせ • May 24Sansan, Inc. to Report Fiscal Year 2024 Results on Jul 11, 2024Sansan, Inc. announced that they will report fiscal year 2024 results on Jul 11, 2024
Buy Or Sell Opportunity • May 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,563. The fair value is estimated to be JP¥1,278, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Apr 30Sansan (TSE:4443) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Apr 12Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥3.15 (down from JP¥4.69 in 3Q 2023). Revenue: JP¥8.51b (up 34% from 3Q 2023). Net income: JP¥396.0m (down 33% from 3Q 2023). Profit margin: 4.7% (down from 9.2% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 17% 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 fallen by 57% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Mar 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,800. The fair value is estimated to be JP¥1,473, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Feb 29Sansan, Inc. (TSE:4443) Looks Just Right With A 28% Price JumpSansan, Inc. ( TSE:4443 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
Buy Or Sell Opportunity • Feb 28Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥1,773. The fair value is estimated to be JP¥1,437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 24Sansan, Inc. to Report Q3, 2024 Results on Apr 11, 2024Sansan, Inc. announced that they will report Q3, 2024 results on Apr 11, 2024
Reported Earnings • Jan 15Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥0.94 (down from JP¥3.81 in 2Q 2023). Revenue: JP¥8.22b (up 35% from 2Q 2023). Net income: JP¥118.0m (down 75% from 2Q 2023). Profit margin: 1.4% (down from 7.8% in 2Q 2023). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 24Sansan, Inc. to Report Q2, 2024 Results on Jan 12, 2024Sansan, Inc. announced that they will report Q2, 2024 results on Jan 12, 2024
Major Estimate Revision • Oct 21Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥7.69 to JP¥6.60 per share. Revenue forecast steady at JP¥32.7b. Net income forecast to grow 473% next year vs 16% growth forecast for Software industry in Japan. Consensus price target up from JP¥1,945 to JP¥2,040. Share price fell 12% to JP¥1,102 over the past week.
Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥1,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 45% per annum over the same time period.
Reported Earnings • Oct 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥0.20 (up from JP¥2.60 loss in 1Q 2023). Revenue: JP¥7.50b (up 31% from 1Q 2023). Net income: JP¥25.0m (up JP¥350.0m from 1Q 2023). Profit margin: 0.3% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 16% 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 fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 16Sansan, Inc. to Report Q1, 2024 Results on Oct 12, 2023Sansan, Inc. announced that they will report Q1, 2024 results on Oct 12, 2023
Reported Earnings • Sep 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥1.13 loss per share (down from JP¥6.87 profit in FY 2022). Revenue: JP¥25.5b (up 25% from FY 2022). Net loss: JP¥141.0m (down 117% from profit in FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% 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 fallen by 13% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥1.13 loss per share (down from JP¥6.87 profit in FY 2022). Revenue: JP¥25.5b (up 25% from FY 2022). Net loss: JP¥141.0m (down 117% from profit in FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. 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 fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jul 13+ 1 more updateSansan, Inc., Annual General Meeting, Aug 29, 2023Sansan, Inc., Annual General Meeting, Aug 29, 2023.
お知らせ • May 25Sansan, Inc. to Report Fiscal Year 2023 Results on Jul 13, 2023Sansan, Inc. announced that they will report fiscal year 2023 results on Jul 13, 2023
Reported Earnings • Apr 15Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥4.69 (up from JP¥0.016 in 3Q 2022). Revenue: JP¥6.35b (up 24% from 3Q 2022). Net income: JP¥587.0m (up JP¥585.0m from 3Q 2022). Profit margin: 9.2% (up from 0% in 3Q 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 199%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Japan. 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 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 19Sansan, Inc. to Report Q3, 2023 Results on Apr 13, 2023Sansan, Inc. announced that they will report Q3, 2023 results on Apr 13, 2023
Major Estimate Revision • Feb 07Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥4.57 to JP¥5.51. Revenue forecast steady at JP¥25.1b. Net income forecast to grow 101% next year vs 15% growth forecast for Software industry in Japan. Consensus price target up from JP¥1,875 to JP¥1,975. Share price rose 11% to JP¥1,771 over the past week.
Price Target Changed • Feb 03Price target increased by 7.5% to JP¥1,975Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is 11% above last closing price of JP¥1,782. Stock is up 39% over the past year. The company is forecast to post earnings per share of JP¥4.57 for next year compared to JP¥6.86 last year.
Reported Earnings • Jan 14Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥3.81 (up from JP¥0.63 loss in 2Q 2022). Revenue: JP¥6.11b (up 23% from 2Q 2022). Net income: JP¥476.0m (up JP¥555.0m from 2Q 2022). Profit margin: 7.8% (up from net loss in 2Q 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 126%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 14% 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 4% per year, which means it is significantly lagging earnings.
お知らせ • Jan 14Sansan, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2023Sansan, Inc. provides consolidated earnings guidance for the fiscal year ending May 31, 2023. For the fiscal year ending May 31, 2023 net sales JPY 25,117 million to JPY 25,764 million.
Price Target Changed • Nov 29Price target increased to JP¥1,838Up from JP¥1,650, the current price target is an average from 4 analysts. New target price is 9.2% above last closing price of JP¥1,683. Stock is down 46% over the past year. The company is forecast to post earnings per share of JP¥4.32 for next year compared to JP¥6.86 last year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Maki Suzuki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 30Sansan, Inc. to Report Q2, 2023 Results on Jan 12, 2023Sansan, Inc. announced that they will report Q2, 2023 results on Jan 12, 2023
Reported Earnings • Oct 15First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: JP¥2.60 loss per share (down from JP¥5.23 profit in 1Q 2022). Revenue: JP¥5.71b (up 24% from 1Q 2022). Net loss: JP¥325.0m (down 150% from profit in 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 138%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
Major Estimate Revision • Oct 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥2.78 to JP¥3.59. Revenue forecast steady at JP¥25.3b. Net income forecast to shrink 47% next year vs 20% growth forecast for Software industry in Japan . Consensus price target of JP¥1,700 unchanged from last update. Share price fell 4.1% to JP¥1,296 over the past week.
お知らせ • Oct 13Sansan, Inc. Provides Earnings Guidance for the Fiscal Year Ending May 31, 2023Sansan, Inc. provided earnings guidance for the fiscal year ending May 31, 2023. For the year, the company expected net sales of JPY 25,117 million to JPY 25,764 million.
Buying Opportunity • Oct 11Now 22% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥1,665, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.
お知らせ • Sep 19Sansan, Inc.(TSE:4443) dropped from FTSE All-World Index (USD)Sansan, Inc.(TSE:4443) dropped from FTSE All-World Index (USD)
Price Target Changed • Sep 16Price target increased to JP¥1,663Up from JP¥1,513, the current price target is an average from 7 analysts. New target price is 19% above last closing price of JP¥1,392. Stock is down 57% over the past year. The company is forecast to post earnings per share of JP¥2.98 for next year compared to JP¥6.86 last year.
Reported Earnings • Sep 04Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥6.87 (up from JP¥1.46 in FY 2021). Revenue: JP¥20.4b (up 26% from FY 2021). Net income: JP¥857.0m (up 371% from FY 2021). Profit margin: 4.2% (up from 1.1% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 23%, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 01Sansan, Inc. to Report Q1, 2023 Results on Oct 13, 2022Sansan, Inc. announced that they will report Q1, 2023 results on Oct 13, 2022
Buying Opportunity • Aug 18Now 21% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be JP¥1,895, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.
Major Estimate Revision • Jul 24Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥3.79 to JP¥3.27 per share. Revenue forecast steady at JP¥25.0b. Net income forecast to shrink 52% next year vs 13% growth forecast for Software industry in Japan . Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.1% to JP¥1,236 over the past week.
お知らせ • Jul 16Sansan, Inc., Annual General Meeting, Aug 30, 2022Sansan, Inc., Annual General Meeting, Aug 30, 2022.