View Financial HealthCommerce One Holdings 配当と自社株買い配当金 基準チェック /36Commerce One Holdingsは配当を支払う会社で、現在の利回りは3.1%ですが、利益によって十分にカバーされています。次の支払い日は 26th June, 2026で、権利落ち日は30th March, 2026 。主要情報3.1%配当利回り1.6%バイバック利回り総株主利回り4.7%将来の配当利回りn/a配当成長n/a次回配当支払日26 Jun 26配当落ち日30 Mar 26一株当たり配当金n/a配当性向61%最近の配当と自社株買いの更新Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Declared Dividend • Dec 09First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 7.5% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.お知らせ • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on May 14, 2026. As of November 14, 2025, the company had 7,049,451 shares issued excluding treasury shares and 143,949 treasury shares.お知らせ • Sep 12Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on November 13, 2025. As of March 31, 2025, the company had 7,064,151 shares issued excluding treasury shares and 129,249 treasury shares.Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 445% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 21% EPS decline seen over the last 5 years.お知らせ • Apr 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.41% for ¥85 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.41% of its issued share capital, for ¥85 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on September 12, 2025. As of March 31, 2025, the company had 7,117,051 shares issued excluding treasury shares and 76,349 treasury shares.すべての更新を表示Recent updatesReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥42.76 (vs JP¥12.70 in FY 2025)Full year 2026 results: EPS: JP¥42.76 (up from JP¥12.70 in FY 2025). Revenue: JP¥3.90b (up 5.5% from FY 2025). Net income: JP¥302.0m (up 232% from FY 2025). Profit margin: 7.8% (up from 2.5% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 14+ 1 more updateCommerce One Holdings Inc., Annual General Meeting, Jun 25, 2026Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥15.89 (vs JP¥7.11 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.89 (up from JP¥7.11 in 3Q 2025). Revenue: JP¥1.01b (up 8.4% from 3Q 2025). Net income: JP¥112.0m (up 120% from 3Q 2025). Profit margin: 11% (up from 5.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Jan 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to JP¥794. The fair value is estimated to be JP¥996, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 34%.Buy Or Sell Opportunity • Dec 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥789. The fair value is estimated to be JP¥992, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 34%.Declared Dividend • Dec 09First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 7.5% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.お知らせ • Nov 29Commerce One Holdings Inc. to Report Q3, 2026 Results on Feb 13, 2026Commerce One Holdings Inc. announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Nov 21There May Be Reason For Hope In Commerce One Holdings' (TSE:4496) Disappointing EarningsShareholders appeared unconcerned with Commerce One Holdings Inc.'s ( TSE:4496 ) lackluster earnings report last week...Reported Earnings • Nov 20Second quarter 2026 earnings released: EPS: JP¥9.04 (vs JP¥5.07 in 2Q 2025)Second quarter 2026 results: EPS: JP¥9.04 (up from JP¥5.07 in 2Q 2025). Revenue: JP¥999.0m (up 8.9% from 2Q 2025). Net income: JP¥63.9m (up 76% from 2Q 2025). Profit margin: 6.4% (up from 4.0% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on May 14, 2026. As of November 14, 2025, the company had 7,049,451 shares issued excluding treasury shares and 143,949 treasury shares.お知らせ • Sep 12Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on November 13, 2025. As of March 31, 2025, the company had 7,064,151 shares issued excluding treasury shares and 129,249 treasury shares.お知らせ • Sep 03Commerce One Holdings Inc. to Report Q2, 2026 Results on Nov 14, 2025Commerce One Holdings Inc. announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥13.09 (vs JP¥5.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.09 (up from JP¥5.64 in 1Q 2025). Revenue: JP¥910.0m (up 1.2% from 1Q 2025). Net income: JP¥93.0m (up 129% from 1Q 2025). Profit margin: 10% (up from 4.5% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 445% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 21% EPS decline seen over the last 5 years.New Risk • Jun 02New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 157% Dividend yield: 2.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (157% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin). Market cap is less than US$100m (JP¥5.64b market cap, or US$39.3m).お知らせ • May 31Commerce One Holdings Inc. to Report Q1, 2026 Results on Aug 14, 2025Commerce One Holdings Inc. announced that they will report Q1, 2026 results on Aug 14, 2025Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥12.70 (vs JP¥57.41 in FY 2024)Full year 2025 results: EPS: JP¥12.70 (down from JP¥57.41 in FY 2024). Revenue: JP¥3.69b (up 3.8% from FY 2024). Net income: JP¥91.0m (down 78% from FY 2024). Profit margin: 2.5% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. 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 6% per year, which means it has not declined as severely as earnings.お知らせ • May 14+ 1 more updateCommerce One Holdings Inc., Annual General Meeting, Jun 24, 2025Commerce One Holdings Inc., Annual General Meeting, Jun 24, 2025.お知らせ • Apr 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.41% for ¥85 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.41% of its issued share capital, for ¥85 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on September 12, 2025. As of March 31, 2025, the company had 7,117,051 shares issued excluding treasury shares and 76,349 treasury shares.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Mar 01Commerce One Holdings Inc. to Report Fiscal Year 2025 Results on May 14, 2025Commerce One Holdings Inc. announced that they will report fiscal year 2025 results on May 14, 2025分析記事 • Feb 21Commerce One Holdings' (TSE:4496) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Commerce One Holdings Inc.'s ( TSE:4496 ) shareholders over the last week. Our...Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥7.13 (vs JP¥17.93 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.13 (down from JP¥17.93 in 3Q 2024). Revenue: JP¥936.0m (up 5.5% from 3Q 2024). Net income: JP¥51.0m (down 61% from 3Q 2024). Profit margin: 5.4% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% 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.Declared Dividend • Dec 10First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (69% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • Dec 06Commerce One Holdings Inc. to Report Q3, 2025 Results on Feb 14, 2025Commerce One Holdings Inc. announced that they will report Q3, 2025 results on Feb 14, 2025Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥5.07 (vs JP¥15.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥5.07 (down from JP¥15.29 in 2Q 2024). Revenue: JP¥917.0m (up 4.7% from 2Q 2024). Net income: JP¥36.4m (down 67% from 2Q 2024). Profit margin: 4.0% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.4% for ¥75 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.4% of its issued share capital, for ¥75 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on March 31, 2025. As of November 14, 2024, the company had 7,163,351 shares issued excluding treasury shares and 30,049 treasury shares.Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).お知らせ • Aug 27Commerce One Holdings Inc. to Report Q2, 2025 Results on Nov 14, 2024Commerce One Holdings Inc. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥5.64 (vs JP¥11.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.64 (down from JP¥11.15 in 1Q 2024). Revenue: JP¥899.0m (up 3.9% from 1Q 2024). Net income: JP¥40.6m (down 50% from 1Q 2024). Profit margin: 4.5% (down from 9.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.39% for ¥75 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.39% of its share capital, for ¥75 million. The program will expire on November 8, 2024. As of August 14, 2024, the company had 7,193,351 shares in issue (excluding treasury stock) and 49 shares in treasury.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 Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (JP¥4.56b market cap, or US$32.0m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥634, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 67% over the past three years.お知らせ • Jun 02Commerce One Holdings Inc. to Report Q1, 2025 Results on Aug 14, 2024Commerce One Holdings Inc. announced that they will report Q1, 2025 results on Aug 14, 2024分析記事 • May 22Commerce One Holdings' (TSE:4496) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from Commerce One Holdings Inc. ( TSE:4496 ) was disappointing for shareholders...Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥57.41 (vs JP¥58.73 in FY 2023)Full year 2024 results: EPS: JP¥57.41 (down from JP¥58.73 in FY 2023). Revenue: JP¥3.56b (up 11% from FY 2023). Net income: JP¥414.0m (down 6.1% from FY 2023). Profit margin: 12% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • May 17Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2024Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2024.お知らせ • Mar 28Commerce One Holdings Inc. to Report Fiscal Year 2024 Results on May 15, 2024Commerce One Holdings Inc. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥17.93 (vs JP¥10.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.93 (up from JP¥10.10 in 3Q 2023). Revenue: JP¥887.0m (up 13% from 3Q 2023). Net income: JP¥129.0m (up 70% from 3Q 2023). Profit margin: 14% (up from 9.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.お知らせ • Dec 28Commerce One Holdings Inc. to Report Q3, 2024 Results on Feb 14, 2024Commerce One Holdings Inc. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥15.29 (vs JP¥15.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.29. Revenue: JP¥876.0m (up 11% from 2Q 2023). Net income: JP¥110.0m (down 2.7% from 2Q 2023). Profit margin: 13% (down from 14% in 2Q 2023). The decrease in margin was driven by higher expenses.お知らせ • Sep 28Commerce One Holdings Inc. to Report Q2, 2024 Results on Nov 14, 2023Commerce One Holdings Inc. announced that they will report Q2, 2024 results on Nov 14, 2023Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥736, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 80% over the past three years.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥11.15 (vs JP¥13.82 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.15 (down from JP¥13.82 in 1Q 2023). Revenue: JP¥865.0m (up 14% from 1Q 2023). Net income: JP¥81.0m (down 22% from 1Q 2023). Profit margin: 9.4% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses.お知らせ • May 28Commerce One Holdings Inc. to Report Q1, 2024 Results on Aug 14, 2023Commerce One Holdings Inc. announced that they will report Q1, 2024 results on Aug 14, 2023Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥847, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 14%.Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥10.10 (vs JP¥14.62 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.10 (down from JP¥14.62 in 3Q 2022). Revenue: JP¥787.0m (up 6.5% from 3Q 2022). Net income: JP¥76.0m (down 31% from 3Q 2022). Profit margin: 9.7% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses.お知らせ • Feb 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 330,000 shares, representing 4.39% for ¥250 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 330,000 shares, representing 4.39% of its share capital, for ¥250 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement flexible capital policies. The program will expire on July 31, 2023. As of February 14, 2023, the company had 7,523,351 shares in issue (excluding treasury stock) and 49 shares in treasury.お知らせ • Dec 02Commerce One Holdings Inc. (TSE:4496) completed the acquisition of SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake.Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 15, 2022. For the period ended December, 2021, SAMURAI TECHNOLOGY reported net assets of ¥180 million, total assets of ¥200 million, sales of ¥190 million, EBIT of ¥11.62 million, net income of ¥6.32 million. The transaction is expected to complete on November 30, 2022. Commerce One Holdings Inc. (TSE:4496) completed the acquisition of SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 30, 2022.お知らせ • Nov 27Commerce One Holdings Inc. to Report Q3, 2023 Results on Feb 14, 2023Commerce One Holdings Inc. announced that they will report Q3, 2023 results on Feb 14, 2023お知らせ • Nov 17Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake.Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 15, 2022. For the period ended December, 2021, SAMURAI TECHNOLOGY reported net assets of ¥180 million, total assets of ¥200 million, sales of ¥190 million, EBIT of ¥11.62 million, net income of ¥6.32 million. The transaction is expected to complete on November 30, 2022.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥15.02 (vs JP¥19.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.02 (down from JP¥19.27 in 2Q 2022). Revenue: JP¥789.0m (up 8.4% from 2Q 2022). Net income: JP¥113.0m (down 22% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Japan.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Yuko Hoshino was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥947, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 39% over the past year.お知らせ • Aug 28Commerce One Holdings Inc. to Report Q2, 2023 Results on Nov 14, 2022Commerce One Holdings Inc. announced that they will report Q2, 2023 results on Nov 14, 2022Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥13.82 (vs JP¥14.49 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.82 (down from JP¥14.49 in 1Q 2022). Revenue: JP¥761.0m (up 7.6% from 1Q 2022). Net income: JP¥104.0m (down 4.6% from 1Q 2022). Profit margin: 14% (down from 15% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 14% growth forecast for the industry in Japan.お知らせ • May 29Commerce One Holdings Inc. to Report Q1, 2023 Results on Aug 12, 2022Commerce One Holdings Inc. announced that they will report Q1, 2023 results on Aug 12, 2022お知らせ • May 18Commerce One Holdings Inc., Annual General Meeting, Jun 28, 2022Commerce One Holdings Inc., Annual General Meeting, Jun 28, 2022.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥951, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 59% over the past year.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Yuko Hoshino was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Commerce One Holdings Inc. to Report Fiscal Year 2022 Results on May 13, 2022Commerce One Holdings Inc. announced that they will report fiscal year 2022 results on May 13, 2022Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥1,736, 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 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,096, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 66% over the past year.Buying Opportunity • Feb 03Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be JP¥1,809, 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 year. Earnings per share has grown by 46% over the last year.お知らせ • Jan 22Commerce One Holdings Common Stock to Be Deleted from Other OTCCommerce One Holdings Inc.'s Common Stock will be deleted from other OTC effective from January 24, 2022 due to Inactive Security.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,497, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Software industry in Japan. Total loss to shareholders of 52% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,406 per share.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,589, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Software industry in Japan. Total loss to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,417 per share.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥19.27 (vs JP¥11.83 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥728.0m (up 14% from 2Q 2021). Net income: JP¥145.0m (up 63% from 2Q 2021). Profit margin: 20% (up from 14% in 2Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,148, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Software industry in Japan. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,358 per share.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,320, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 29x in the Software industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,336 per share.お知らせ • Mar 04Commerce One Holdings Inc. to Report Fiscal Year 2021 Results on May 14, 2021Commerce One Holdings Inc. announced that they will report fiscal year 2021 results on May 14, 2021Is New 90 Day High Low • Feb 28New 90-day low: JP¥5,690The company is down 1.0% from its price of JP¥5,750 on 30 November 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,155 per share.Is New 90 Day High Low • Jan 25New 90-day high: JP¥7,250The company is up 8.0% from its price of JP¥6,690 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,576 per share.お知らせ • Aug 09+ 2 more updatesCommerce One Holdings Inc. to Report Q2, 2021 Results on Nov 13, 2020Commerce One Holdings Inc. announced that they will report Q2, 2021 results on Nov 13, 2020決済の安定と成長配当データの取得安定した配当: 4496は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: 4496の配当金は増加していますが、同社は3年間しか配当金を支払っていません。配当利回り対市場Commerce One Holdings 配当利回り対市場4496 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (4496)3.1%市場下位25% (JP)1.7%市場トップ25% (JP)3.8%業界平均 (Software)2.2%アナリスト予想 (4496) (最長3年)n/a注目すべき配当: 4496の配当金 ( 3.1% ) はJP市場の配当金支払者の下位 25% ( 1.74% ) よりも高くなっています。高配当: 4496の配当金 ( 3.1% ) はJP市場の配当金支払者の上位 25% ( 3.75% ) と比較すると低いです。株主への利益配当収益カバレッジ: 4496の配当金は、合理的な 配当性向 ( 61.1% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: 現在の現金配当性向（ 88.5% ）では、 4496の配当金はキャッシュフローによって賄われています。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management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 11:58終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31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Commerce One Holdings 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。3 アナリスト機関Makoto UenoDaiwa Securities Co. Ltd.null nullStorm Research LimitedNobuyuki TakagiThe Stock Research Center
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Declared Dividend • Dec 09First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 7.5% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.
お知らせ • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on May 14, 2026. As of November 14, 2025, the company had 7,049,451 shares issued excluding treasury shares and 143,949 treasury shares.
お知らせ • Sep 12Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on November 13, 2025. As of March 31, 2025, the company had 7,064,151 shares issued excluding treasury shares and 129,249 treasury shares.
Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 445% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 21% EPS decline seen over the last 5 years.
お知らせ • Apr 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.41% for ¥85 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.41% of its issued share capital, for ¥85 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on September 12, 2025. As of March 31, 2025, the company had 7,117,051 shares issued excluding treasury shares and 76,349 treasury shares.
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥42.76 (vs JP¥12.70 in FY 2025)Full year 2026 results: EPS: JP¥42.76 (up from JP¥12.70 in FY 2025). Revenue: JP¥3.90b (up 5.5% from FY 2025). Net income: JP¥302.0m (up 232% from FY 2025). Profit margin: 7.8% (up from 2.5% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 14+ 1 more updateCommerce One Holdings Inc., Annual General Meeting, Jun 25, 2026Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥15.89 (vs JP¥7.11 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.89 (up from JP¥7.11 in 3Q 2025). Revenue: JP¥1.01b (up 8.4% from 3Q 2025). Net income: JP¥112.0m (up 120% from 3Q 2025). Profit margin: 11% (up from 5.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Jan 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to JP¥794. The fair value is estimated to be JP¥996, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 34%.
Buy Or Sell Opportunity • Dec 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥789. The fair value is estimated to be JP¥992, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 34%.
Declared Dividend • Dec 09First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 7.5% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.
お知らせ • Nov 29Commerce One Holdings Inc. to Report Q3, 2026 Results on Feb 13, 2026Commerce One Holdings Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Nov 21There May Be Reason For Hope In Commerce One Holdings' (TSE:4496) Disappointing EarningsShareholders appeared unconcerned with Commerce One Holdings Inc.'s ( TSE:4496 ) lackluster earnings report last week...
Reported Earnings • Nov 20Second quarter 2026 earnings released: EPS: JP¥9.04 (vs JP¥5.07 in 2Q 2025)Second quarter 2026 results: EPS: JP¥9.04 (up from JP¥5.07 in 2Q 2025). Revenue: JP¥999.0m (up 8.9% from 2Q 2025). Net income: JP¥63.9m (up 76% from 2Q 2025). Profit margin: 6.4% (up from 4.0% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on May 14, 2026. As of November 14, 2025, the company had 7,049,451 shares issued excluding treasury shares and 143,949 treasury shares.
お知らせ • Sep 12Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on November 13, 2025. As of March 31, 2025, the company had 7,064,151 shares issued excluding treasury shares and 129,249 treasury shares.
お知らせ • Sep 03Commerce One Holdings Inc. to Report Q2, 2026 Results on Nov 14, 2025Commerce One Holdings Inc. announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥13.09 (vs JP¥5.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.09 (up from JP¥5.64 in 1Q 2025). Revenue: JP¥910.0m (up 1.2% from 1Q 2025). Net income: JP¥93.0m (up 129% from 1Q 2025). Profit margin: 10% (up from 4.5% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 445% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 21% EPS decline seen over the last 5 years.
New Risk • Jun 02New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 157% Dividend yield: 2.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (157% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin). Market cap is less than US$100m (JP¥5.64b market cap, or US$39.3m).
お知らせ • May 31Commerce One Holdings Inc. to Report Q1, 2026 Results on Aug 14, 2025Commerce One Holdings Inc. announced that they will report Q1, 2026 results on Aug 14, 2025
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥12.70 (vs JP¥57.41 in FY 2024)Full year 2025 results: EPS: JP¥12.70 (down from JP¥57.41 in FY 2024). Revenue: JP¥3.69b (up 3.8% from FY 2024). Net income: JP¥91.0m (down 78% from FY 2024). Profit margin: 2.5% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. 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 6% per year, which means it has not declined as severely as earnings.
お知らせ • May 14+ 1 more updateCommerce One Holdings Inc., Annual General Meeting, Jun 24, 2025Commerce One Holdings Inc., Annual General Meeting, Jun 24, 2025.
お知らせ • Apr 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.41% for ¥85 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.41% of its issued share capital, for ¥85 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on September 12, 2025. As of March 31, 2025, the company had 7,117,051 shares issued excluding treasury shares and 76,349 treasury shares.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Mar 01Commerce One Holdings Inc. to Report Fiscal Year 2025 Results on May 14, 2025Commerce One Holdings Inc. announced that they will report fiscal year 2025 results on May 14, 2025
分析記事 • Feb 21Commerce One Holdings' (TSE:4496) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Commerce One Holdings Inc.'s ( TSE:4496 ) shareholders over the last week. Our...
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥7.13 (vs JP¥17.93 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.13 (down from JP¥17.93 in 3Q 2024). Revenue: JP¥936.0m (up 5.5% from 3Q 2024). Net income: JP¥51.0m (down 61% from 3Q 2024). Profit margin: 5.4% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% 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.
Declared Dividend • Dec 10First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (69% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • Dec 06Commerce One Holdings Inc. to Report Q3, 2025 Results on Feb 14, 2025Commerce One Holdings Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥5.07 (vs JP¥15.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥5.07 (down from JP¥15.29 in 2Q 2024). Revenue: JP¥917.0m (up 4.7% from 2Q 2024). Net income: JP¥36.4m (down 67% from 2Q 2024). Profit margin: 4.0% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.4% for ¥75 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.4% of its issued share capital, for ¥75 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on March 31, 2025. As of November 14, 2024, the company had 7,163,351 shares issued excluding treasury shares and 30,049 treasury shares.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
お知らせ • Aug 27Commerce One Holdings Inc. to Report Q2, 2025 Results on Nov 14, 2024Commerce One Holdings Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥5.64 (vs JP¥11.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.64 (down from JP¥11.15 in 1Q 2024). Revenue: JP¥899.0m (up 3.9% from 1Q 2024). Net income: JP¥40.6m (down 50% from 1Q 2024). Profit margin: 4.5% (down from 9.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.39% for ¥75 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.39% of its share capital, for ¥75 million. The program will expire on November 8, 2024. As of August 14, 2024, the company had 7,193,351 shares in issue (excluding treasury stock) and 49 shares in treasury.
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 Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (JP¥4.56b market cap, or US$32.0m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥634, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 67% over the past three years.
お知らせ • Jun 02Commerce One Holdings Inc. to Report Q1, 2025 Results on Aug 14, 2024Commerce One Holdings Inc. announced that they will report Q1, 2025 results on Aug 14, 2024
分析記事 • May 22Commerce One Holdings' (TSE:4496) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from Commerce One Holdings Inc. ( TSE:4496 ) was disappointing for shareholders...
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥57.41 (vs JP¥58.73 in FY 2023)Full year 2024 results: EPS: JP¥57.41 (down from JP¥58.73 in FY 2023). Revenue: JP¥3.56b (up 11% from FY 2023). Net income: JP¥414.0m (down 6.1% from FY 2023). Profit margin: 12% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • May 17Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2024Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2024.
お知らせ • Mar 28Commerce One Holdings Inc. to Report Fiscal Year 2024 Results on May 15, 2024Commerce One Holdings Inc. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥17.93 (vs JP¥10.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.93 (up from JP¥10.10 in 3Q 2023). Revenue: JP¥887.0m (up 13% from 3Q 2023). Net income: JP¥129.0m (up 70% from 3Q 2023). Profit margin: 14% (up from 9.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
お知らせ • Dec 28Commerce One Holdings Inc. to Report Q3, 2024 Results on Feb 14, 2024Commerce One Holdings Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥15.29 (vs JP¥15.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.29. Revenue: JP¥876.0m (up 11% from 2Q 2023). Net income: JP¥110.0m (down 2.7% from 2Q 2023). Profit margin: 13% (down from 14% in 2Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • Sep 28Commerce One Holdings Inc. to Report Q2, 2024 Results on Nov 14, 2023Commerce One Holdings Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥736, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 80% over the past three years.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥11.15 (vs JP¥13.82 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.15 (down from JP¥13.82 in 1Q 2023). Revenue: JP¥865.0m (up 14% from 1Q 2023). Net income: JP¥81.0m (down 22% from 1Q 2023). Profit margin: 9.4% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • May 28Commerce One Holdings Inc. to Report Q1, 2024 Results on Aug 14, 2023Commerce One Holdings Inc. announced that they will report Q1, 2024 results on Aug 14, 2023
Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥847, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 14%.
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥10.10 (vs JP¥14.62 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.10 (down from JP¥14.62 in 3Q 2022). Revenue: JP¥787.0m (up 6.5% from 3Q 2022). Net income: JP¥76.0m (down 31% from 3Q 2022). Profit margin: 9.7% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses.
お知らせ • Feb 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 330,000 shares, representing 4.39% for ¥250 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 330,000 shares, representing 4.39% of its share capital, for ¥250 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement flexible capital policies. The program will expire on July 31, 2023. As of February 14, 2023, the company had 7,523,351 shares in issue (excluding treasury stock) and 49 shares in treasury.
お知らせ • Dec 02Commerce One Holdings Inc. (TSE:4496) completed the acquisition of SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake.Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 15, 2022. For the period ended December, 2021, SAMURAI TECHNOLOGY reported net assets of ¥180 million, total assets of ¥200 million, sales of ¥190 million, EBIT of ¥11.62 million, net income of ¥6.32 million. The transaction is expected to complete on November 30, 2022. Commerce One Holdings Inc. (TSE:4496) completed the acquisition of SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 30, 2022.
お知らせ • Nov 27Commerce One Holdings Inc. to Report Q3, 2023 Results on Feb 14, 2023Commerce One Holdings Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
お知らせ • Nov 17Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake.Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 15, 2022. For the period ended December, 2021, SAMURAI TECHNOLOGY reported net assets of ¥180 million, total assets of ¥200 million, sales of ¥190 million, EBIT of ¥11.62 million, net income of ¥6.32 million. The transaction is expected to complete on November 30, 2022.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥15.02 (vs JP¥19.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.02 (down from JP¥19.27 in 2Q 2022). Revenue: JP¥789.0m (up 8.4% from 2Q 2022). Net income: JP¥113.0m (down 22% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Japan.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Yuko Hoshino was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥947, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 39% over the past year.
お知らせ • Aug 28Commerce One Holdings Inc. to Report Q2, 2023 Results on Nov 14, 2022Commerce One Holdings Inc. announced that they will report Q2, 2023 results on Nov 14, 2022
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥13.82 (vs JP¥14.49 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.82 (down from JP¥14.49 in 1Q 2022). Revenue: JP¥761.0m (up 7.6% from 1Q 2022). Net income: JP¥104.0m (down 4.6% from 1Q 2022). Profit margin: 14% (down from 15% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 14% growth forecast for the industry in Japan.
お知らせ • May 29Commerce One Holdings Inc. to Report Q1, 2023 Results on Aug 12, 2022Commerce One Holdings Inc. announced that they will report Q1, 2023 results on Aug 12, 2022
お知らせ • May 18Commerce One Holdings Inc., Annual General Meeting, Jun 28, 2022Commerce One Holdings Inc., Annual General Meeting, Jun 28, 2022.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥951, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 59% over the past year.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Yuko Hoshino was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Commerce One Holdings Inc. to Report Fiscal Year 2022 Results on May 13, 2022Commerce One Holdings Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥1,736, 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 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,096, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 66% over the past year.
Buying Opportunity • Feb 03Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be JP¥1,809, 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 year. Earnings per share has grown by 46% over the last year.
お知らせ • Jan 22Commerce One Holdings Common Stock to Be Deleted from Other OTCCommerce One Holdings Inc.'s Common Stock will be deleted from other OTC effective from January 24, 2022 due to Inactive Security.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,497, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Software industry in Japan. Total loss to shareholders of 52% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,406 per share.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,589, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Software industry in Japan. Total loss to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,417 per share.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥19.27 (vs JP¥11.83 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥728.0m (up 14% from 2Q 2021). Net income: JP¥145.0m (up 63% from 2Q 2021). Profit margin: 20% (up from 14% in 2Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,148, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Software industry in Japan. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,358 per share.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,320, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 29x in the Software industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,336 per share.
お知らせ • Mar 04Commerce One Holdings Inc. to Report Fiscal Year 2021 Results on May 14, 2021Commerce One Holdings Inc. announced that they will report fiscal year 2021 results on May 14, 2021
Is New 90 Day High Low • Feb 28New 90-day low: JP¥5,690The company is down 1.0% from its price of JP¥5,750 on 30 November 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,155 per share.
Is New 90 Day High Low • Jan 25New 90-day high: JP¥7,250The company is up 8.0% from its price of JP¥6,690 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,576 per share.
お知らせ • Aug 09+ 2 more updatesCommerce One Holdings Inc. to Report Q2, 2021 Results on Nov 13, 2020Commerce One Holdings Inc. announced that they will report Q2, 2021 results on Nov 13, 2020