View Future GrowthJustSystems 過去の業績過去 基準チェック /56JustSystemsは、平均年間3.4%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間12% 3%収益成長率で 成長しています。 JustSystemsの自己資本利益率は12.7%であり、純利益率は29.3%です。主要情報3.44%収益成長率3.44%EPS成長率Software 業界の成長12.13%収益成長率3.00%株主資本利益率12.70%ネット・マージン29.34%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥60.01 (vs JP¥49.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥60.01 (up from JP¥49.22 in 3Q 2025). Revenue: JP¥12.6b (up 16% from 3Q 2025). Net income: JP¥3.85b (up 22% from 3Q 2025). Profit margin: 31% (up from 29% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 17JustSystems (TSE:4686) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfJustSystems Corporation ( TSE:4686 ) just reported some strong earnings, and the market reacted accordingly with a...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥66.22 (vs JP¥51.45 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.22 (up from JP¥51.45 in 2Q 2025). Revenue: JP¥13.1b (up 16% from 2Q 2025). Net income: JP¥4.25b (up 29% from 2Q 2025). Profit margin: 33% (up from 29% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Oct 19JustSystems Corporation to Report Q2, 2026 Results on Nov 07, 2025JustSystems Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥62.87 (vs JP¥51.54 in 1Q 2025)First quarter 2026 results: EPS: JP¥62.87 (up from JP¥51.54 in 1Q 2025). Revenue: JP¥12.9b (up 19% from 1Q 2025). Net income: JP¥4.04b (up 22% from 1Q 2025). Profit margin: 31% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.お知らせ • Jul 20JustSystems Corporation to Report Q1, 2026 Results on Aug 08, 2025JustSystems Corporation announced that they will report Q1, 2026 results on Aug 08, 2025すべての更新を表示Recent updatesUpcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).Buy Or Sell Opportunity • Mar 19Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to JP¥3,535. The fair value is estimated to be JP¥4,553, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat.Buy Or Sell Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to JP¥3,665. The fair value is estimated to be JP¥4,637, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥60.01 (vs JP¥49.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥60.01 (up from JP¥49.22 in 3Q 2025). Revenue: JP¥12.6b (up 16% from 3Q 2025). Net income: JP¥3.85b (up 22% from 3Q 2025). Profit margin: 31% (up from 29% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 16Some Investors May Be Worried About JustSystems' (TSE:4686) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Declared Dividend • Dec 09First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 11%.分析記事 • Nov 17JustSystems (TSE:4686) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfJustSystems Corporation ( TSE:4686 ) just reported some strong earnings, and the market reacted accordingly with a...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥66.22 (vs JP¥51.45 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.22 (up from JP¥51.45 in 2Q 2025). Revenue: JP¥13.1b (up 16% from 2Q 2025). Net income: JP¥4.25b (up 29% from 2Q 2025). Profit margin: 33% (up from 29% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 31Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥5,000. The fair value is estimated to be JP¥3,988, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years, while earnings per share has been flat.お知らせ • Oct 19JustSystems Corporation to Report Q2, 2026 Results on Nov 07, 2025JustSystems Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).Buy Or Sell Opportunity • Sep 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to JP¥4,845. The fair value is estimated to be JP¥4,016, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years, while earnings per share has been flat.New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Aug 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to JP¥4,840. The fair value is estimated to be JP¥3,979, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years, while earnings per share has been flat.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,530, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 21x in the Software industry in Japan. Total returns to shareholders of 25% over the past three years.分析記事 • Aug 13What JustSystems Corporation's (TSE:4686) 25% Share Price Gain Is Not Telling YouTSE:4686 1 Year Share Price vs Fair Value Explore JustSystems's Fair Values from the Community and select yours...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥62.87 (vs JP¥51.54 in 1Q 2025)First quarter 2026 results: EPS: JP¥62.87 (up from JP¥51.54 in 1Q 2025). Revenue: JP¥12.9b (up 19% from 1Q 2025). Net income: JP¥4.04b (up 22% from 1Q 2025). Profit margin: 31% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.お知らせ • Jul 20JustSystems Corporation to Report Q1, 2026 Results on Aug 08, 2025JustSystems Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Declared Dividend • Jul 09Final dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 13%.分析記事 • Jun 23JustSystems (TSE:4686) Might Be Having Difficulty Using Its Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥192 (vs JP¥181 in FY 2024)Full year 2025 results: EPS: JP¥192 (up from JP¥181 in FY 2024). Revenue: JP¥44.6b (up 8.7% from FY 2024). Net income: JP¥12.3b (up 5.9% from FY 2024). Profit margin: 28% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.お知らせ • May 14JustSystems Corporation, Annual General Meeting, Jun 26, 2025JustSystems Corporation, Annual General Meeting, Jun 26, 2025.分析記事 • Apr 18Estimating The Fair Value Of JustSystems Corporation (TSE:4686)Key Insights The projected fair value for JustSystems is JP¥4,076 based on 2 Stage Free Cash Flow to Equity Current...お知らせ • Apr 17JustSystems Corporation to Report Fiscal Year 2025 Results on May 14, 2025JustSystems Corporation announced that they will report fiscal year 2025 results on May 14, 2025Buy Or Sell Opportunity • Apr 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to JP¥3,245. The fair value is estimated to be JP¥4,068, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Buy Or Sell Opportunity • Mar 31Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.1% to JP¥3,370. The fair value is estimated to be JP¥4,236, however this is not to be taken as a buy recommendation but rather should be used as a guide only.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 11% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥49.22 (vs JP¥43.38 in 3Q 2024)Third quarter 2025 results: EPS: JP¥49.22 (up from JP¥43.38 in 3Q 2024). Revenue: JP¥10.9b (up 13% from 3Q 2024). Net income: JP¥3.16b (up 14% from 3Q 2024). Profit margin: 29% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 17JustSystems Corporation to Report Q3, 2025 Results on Feb 07, 2025JustSystems Corporation announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 21There May Be Some Bright Spots In JustSystems' (TSE:4686) EarningsThe market for JustSystems Corporation's ( TSE:4686 ) shares didn't move much after it posted weak earnings recently...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥51.45 (vs JP¥54.08 in 2Q 2024)Second quarter 2025 results: EPS: JP¥51.45 (down from JP¥54.08 in 2Q 2024). Revenue: JP¥11.2b (up 3.6% from 2Q 2024). Net income: JP¥3.30b (down 4.9% from 2Q 2024). Profit margin: 29% (down from 32% 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 1% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Oct 25Now 20% undervaluedOver the last 90 days, the stock has risen 7.3% to JP¥3,360. The fair value is estimated to be JP¥4,204, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Oct 19JustSystems Corporation to Report Q2, 2025 Results on Nov 08, 2024JustSystems Corporation announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.2%).Buy Or Sell Opportunity • Sep 02Now 20% undervaluedOver the last 90 days, the stock has risen 20% to JP¥3,410. The fair value is estimated to be JP¥4,265, however this is not to be taken as a buy recommendation but rather should be used as a guide only.分析記事 • Aug 31Calculating The Intrinsic Value Of JustSystems Corporation (TSE:4686)Key Insights The projected fair value for JustSystems is JP¥4,264 based on 2 Stage Free Cash Flow to Equity...Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥51.54 (vs JP¥47.86 in 1Q 2024)First quarter 2025 results: EPS: JP¥51.54 (up from JP¥47.86 in 1Q 2024). Revenue: JP¥10.8b (up 7.0% from 1Q 2024). Net income: JP¥3.31b (up 7.7% from 1Q 2024). Profit margin: 31% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.分析記事 • Aug 04JustSystems (TSE:4686) Has Some Way To Go To Become A Multi-BaggerWhat 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 21JustSystems Corporation to Report Q1, 2025 Results on Aug 09, 2024JustSystems Corporation announced that they will report Q1, 2025 results on Aug 09, 2024Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Outside Director Yoshie Midorikawa was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • May 22Weak Statutory Earnings May Not Tell The Whole Story For JustSystems (TSE:4686)JustSystems Corporation's ( TSE:4686 ) recent weak earnings report didn't cause a big stock movement. Our analysis...Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥181 (vs JP¥209 in FY 2023)Full year 2024 results: EPS: JP¥181 (down from JP¥209 in FY 2023). Revenue: JP¥41.0b (down 2.3% from FY 2023). Net income: JP¥11.6b (down 13% from FY 2023). Profit margin: 28% (down from 32% in FY 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • May 16JustSystems Corporation, Annual General Meeting, Jun 25, 2024JustSystems Corporation, Annual General Meeting, Jun 25, 2024.お知らせ • Apr 19JustSystems Corporation to Report Fiscal Year 2024 Results on May 14, 2024JustSystems Corporation announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).分析記事 • Mar 19Unpleasant Surprises Could Be In Store For JustSystems Corporation's (TSE:4686) SharesIt's not a stretch to say that JustSystems Corporation's ( TSE:4686 ) price-to-earnings (or "P/E") ratio of 14.2x right...分析記事 • Feb 27JustSystems (TSE:4686) Has Some Way To Go To Become A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥43.38 (vs JP¥50.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.38 (down from JP¥50.08 in 3Q 2023). Revenue: JP¥9.66b (down 3.8% from 3Q 2023). Net income: JP¥2.79b (down 13% from 3Q 2023). Profit margin: 29% (down from 32% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Jan 21JustSystems Corporation to Report Q3, 2024 Results on Feb 09, 2024JustSystems Corporation announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥54.08 (vs JP¥56.32 in 2Q 2023)Second quarter 2024 results: EPS: JP¥54.08 (down from JP¥56.32 in 2Q 2023). Revenue: JP¥10.9b (up 1.3% from 2Q 2023). Net income: JP¥3.47b (down 4.0% from 2Q 2023). Profit margin: 32% (down from 34% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Oct 22JustSystems Corporation to Report Q2, 2024 Results on Nov 10, 2023JustSystems Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥47.86 (vs JP¥56.19 in 1Q 2023)First quarter 2024 results: EPS: JP¥47.86 (down from JP¥56.19 in 1Q 2023). Revenue: JP¥10.1b (down 2.4% from 1Q 2023). Net income: JP¥3.07b (down 15% from 1Q 2023). Profit margin: 30% (down from 35% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥3,335, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 25x in the Software industry in Japan. Total loss to shareholders of 54% over the past three years.Buying Opportunity • Aug 08Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be JP¥4,320, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 12%.お知らせ • Jul 24JustSystems Corporation to Report Q1, 2024 Results on Aug 04, 2023JustSystems Corporation announced that they will report Q1, 2024 results on Aug 04, 2023お知らせ • May 17JustSystems Corporation, Annual General Meeting, Jun 27, 2023JustSystems Corporation, Annual General Meeting, Jun 27, 2023.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥209 (vs JP¥189 in FY 2022)Full year 2023 results: EPS: JP¥209 (up from JP¥189 in FY 2022). Revenue: JP¥42.0b (flat on FY 2022). Net income: JP¥13.4b (up 10% from FY 2022). Profit margin: 32% (up from 29% in FY 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per share at 0.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 8.0% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥50.08 (vs JP¥44.25 in 3Q 2022)Third quarter 2023 results: EPS: JP¥50.08 (up from JP¥44.25 in 3Q 2022). Revenue: JP¥10.0b (flat on 3Q 2022). Net income: JP¥3.22b (up 13% from 3Q 2022). Profit margin: 32% (up from 28% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Buying Opportunity • Feb 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.7%. The fair value is estimated to be JP¥4,019, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 11%.お知らせ • Jan 22JustSystems Corporation to Report Q3, 2023 Results on Feb 10, 2023JustSystems Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Katsuhiko Kuwayama was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥56.32 (vs JP¥56.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥56.32 (down from JP¥56.80 in 2Q 2022). Revenue: JP¥10.7b (down 1.8% from 2Q 2022). Net income: JP¥3.62b (flat on 2Q 2022). Profit margin: 34% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Buying Opportunity • Nov 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥3,905, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 15%.Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.8%).Buying Opportunity • Aug 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥4,805, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 15%.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥56.19 (vs JP¥51.73 in 1Q 2022)First quarter 2023 results: EPS: JP¥56.19 (up from JP¥51.73 in 1Q 2022). Revenue: JP¥10.4b (up 1.3% from 1Q 2022). Net income: JP¥3.61b (up 8.6% from 1Q 2022). Profit margin: 35% (up from 32% in 1Q 2022). The increase in margin was primarily driven by lower expenses. 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 2% per year, which means it is significantly lagging earnings.Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥189 (vs JP¥171 in FY 2021)Full year 2022 results: EPS: JP¥189 (up from JP¥171 in FY 2021). Revenue: JP¥41.7b (up 1.2% from FY 2021). Net income: JP¥12.2b (up 11% from FY 2021). Profit margin: 29% (up from 27% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 4 highly experienced directors. 2 independent directors (3 non-independent directors). President, CEO & Representative Director Kyotaro Sekinada is the most experienced director on the board, commencing their role in 2009. Independent Outside Director Katsuhiko Kuwayama was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 8.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥44.25 (up from JP¥33.96 in 3Q 2021). Revenue: JP¥10.0b (up 9.5% from 3Q 2021). Net income: JP¥2.84b (up 30% from 3Q 2021). Profit margin: 28% (up from 24% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥56.80 (vs JP¥51.55 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥10.9b (up 1.8% from 2Q 2021). Net income: JP¥3.65b (up 10% from 2Q 2021). Profit margin: 33% (up from 31% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.3%).Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥51.73 (vs JP¥47.58 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥10.2b (down 2.7% from 1Q 2021). Net income: JP¥3.32b (up 8.7% from 1Q 2021). Profit margin: 32% (up from 29% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥171 (vs JP¥145 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥41.2b (up 13% from FY 2020). Net income: JP¥11.0b (up 18% from FY 2020). Profit margin: 27% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 34% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.3%).Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥33.96 (vs JP¥28.42 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥9.15b (up 17% from 3Q 2020). Net income: JP¥2.18b (up 20% from 3Q 2020). Profit margin: 24% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 09New 90-day high: JP¥7,970The company is up 14% from its price of JP¥6,990 on 11 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 5.0% over the same period.Is New 90 Day High Low • Jan 22New 90-day high: JP¥7,920The company is up 16% from its price of JP¥6,820 on 23 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period.収支内訳JustSystems 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:4686 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Dec 2550,09814,69716,14448730 Sep 2548,40714,00417,48448730 Jun 2546,56313,05515,00948731 Mar 2544,55112,32716,25048731 Dec 2443,31212,07815,87465730 Sep 2442,08911,70315,16165730 Jun 2441,69911,87215,02065731 Mar 2440,98511,63614,72865731 Dec 2341,46012,29213,7711,27630 Sep 2341,84412,72213,6561,27630 Jun 2341,70612,86613,3071,27631 Mar 2341,95013,40112,8621,27631 Dec 2241,64312,79513,5401,02330 Sep 2241,61512,42113,8461,02330 Jun 2241,81212,45213,9141,02331 Mar 2241,67612,16513,6881,02331 Dec 2141,95312,22113,1461,25630 Sep 2141,08611,56012,8951,25630 Jun 2140,89211,22312,7711,25631 Mar 2141,17410,95713,4851,25631 Dec 2039,68610,31913,43381230 Sep 2038,3779,96313,25181230 Jun 2037,5719,62013,21081231 Mar 2036,5039,28712,52781231 Dec 1935,4109,46312,0421,00330 Sep 1933,8018,79911,5081,00330 Jun 1931,3907,36810,9061,00331 Mar 1928,6466,21010,3961,00331 Dec 1827,0994,8769,69295230 Sep 1825,7304,2679,28995230 Jun 1824,4133,9469,01695231 Mar 1822,9913,5188,71095231 Dec 1722,4173,4558,5711,10330 Sep 1721,6723,8068,4281,10330 Jun 1720,7983,6528,3551,10331 Mar 1719,4673,3647,9381,10331 Dec 1618,3962,9937,2391,41230 Sep 1617,9352,8896,8161,41230 Jun 1617,2502,6146,5961,41231 Mar 1617,1832,6826,5661,41231 Dec 1517,3363,0246,1571,28130 Sep 1517,1302,9346,2201,28130 Jun 1517,5003,2266,1401,281質の高い収益: 4686は 高品質の収益 を持っています。利益率の向上: 4686の現在の純利益率 (29.3%)は、昨年(27.9%)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: 4686の収益は過去 5 年間で年間3.4%増加しました。成長の加速: 4686の過去 1 年間の収益成長率 ( 21.7% ) は、5 年間の平均 ( 年間3.4%を上回っています。収益対業界: 4686の過去 1 年間の収益成長率 ( 21.7% ) はSoftware業界18.8%を上回りました。株主資本利益率高いROE: 4686の 自己資本利益率 ( 12.7% ) 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2026/05/07 07:43終値2026/05/07 00:00収益2025/12/31年間収益2025/03/31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JustSystems Corporation 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。0
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥60.01 (vs JP¥49.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥60.01 (up from JP¥49.22 in 3Q 2025). Revenue: JP¥12.6b (up 16% from 3Q 2025). Net income: JP¥3.85b (up 22% from 3Q 2025). Profit margin: 31% (up from 29% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 17JustSystems (TSE:4686) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfJustSystems Corporation ( TSE:4686 ) just reported some strong earnings, and the market reacted accordingly with a...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥66.22 (vs JP¥51.45 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.22 (up from JP¥51.45 in 2Q 2025). Revenue: JP¥13.1b (up 16% from 2Q 2025). Net income: JP¥4.25b (up 29% from 2Q 2025). Profit margin: 33% (up from 29% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Oct 19JustSystems Corporation to Report Q2, 2026 Results on Nov 07, 2025JustSystems Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥62.87 (vs JP¥51.54 in 1Q 2025)First quarter 2026 results: EPS: JP¥62.87 (up from JP¥51.54 in 1Q 2025). Revenue: JP¥12.9b (up 19% from 1Q 2025). Net income: JP¥4.04b (up 22% from 1Q 2025). Profit margin: 31% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Jul 20JustSystems Corporation to Report Q1, 2026 Results on Aug 08, 2025JustSystems Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
Buy Or Sell Opportunity • Mar 19Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to JP¥3,535. The fair value is estimated to be JP¥4,553, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat.
Buy Or Sell Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to JP¥3,665. The fair value is estimated to be JP¥4,637, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥60.01 (vs JP¥49.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥60.01 (up from JP¥49.22 in 3Q 2025). Revenue: JP¥12.6b (up 16% from 3Q 2025). Net income: JP¥3.85b (up 22% from 3Q 2025). Profit margin: 31% (up from 29% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 16Some Investors May Be Worried About JustSystems' (TSE:4686) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Declared Dividend • Dec 09First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 11%.
分析記事 • Nov 17JustSystems (TSE:4686) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfJustSystems Corporation ( TSE:4686 ) just reported some strong earnings, and the market reacted accordingly with a...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥66.22 (vs JP¥51.45 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.22 (up from JP¥51.45 in 2Q 2025). Revenue: JP¥13.1b (up 16% from 2Q 2025). Net income: JP¥4.25b (up 29% from 2Q 2025). Profit margin: 33% (up from 29% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 31Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥5,000. The fair value is estimated to be JP¥3,988, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years, while earnings per share has been flat.
お知らせ • Oct 19JustSystems Corporation to Report Q2, 2026 Results on Nov 07, 2025JustSystems Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
Buy Or Sell Opportunity • Sep 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to JP¥4,845. The fair value is estimated to be JP¥4,016, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years, while earnings per share has been flat.
New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Aug 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to JP¥4,840. The fair value is estimated to be JP¥3,979, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years, while earnings per share has been flat.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,530, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 21x in the Software industry in Japan. Total returns to shareholders of 25% over the past three years.
分析記事 • Aug 13What JustSystems Corporation's (TSE:4686) 25% Share Price Gain Is Not Telling YouTSE:4686 1 Year Share Price vs Fair Value Explore JustSystems's Fair Values from the Community and select yours...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥62.87 (vs JP¥51.54 in 1Q 2025)First quarter 2026 results: EPS: JP¥62.87 (up from JP¥51.54 in 1Q 2025). Revenue: JP¥12.9b (up 19% from 1Q 2025). Net income: JP¥4.04b (up 22% from 1Q 2025). Profit margin: 31% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Jul 20JustSystems Corporation to Report Q1, 2026 Results on Aug 08, 2025JustSystems Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Declared Dividend • Jul 09Final dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 13%.
分析記事 • Jun 23JustSystems (TSE:4686) Might Be Having Difficulty Using Its Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥192 (vs JP¥181 in FY 2024)Full year 2025 results: EPS: JP¥192 (up from JP¥181 in FY 2024). Revenue: JP¥44.6b (up 8.7% from FY 2024). Net income: JP¥12.3b (up 5.9% from FY 2024). Profit margin: 28% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
お知らせ • May 14JustSystems Corporation, Annual General Meeting, Jun 26, 2025JustSystems Corporation, Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 18Estimating The Fair Value Of JustSystems Corporation (TSE:4686)Key Insights The projected fair value for JustSystems is JP¥4,076 based on 2 Stage Free Cash Flow to Equity Current...
お知らせ • Apr 17JustSystems Corporation to Report Fiscal Year 2025 Results on May 14, 2025JustSystems Corporation announced that they will report fiscal year 2025 results on May 14, 2025
Buy Or Sell Opportunity • Apr 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to JP¥3,245. The fair value is estimated to be JP¥4,068, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Buy Or Sell Opportunity • Mar 31Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.1% to JP¥3,370. The fair value is estimated to be JP¥4,236, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
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 11% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥49.22 (vs JP¥43.38 in 3Q 2024)Third quarter 2025 results: EPS: JP¥49.22 (up from JP¥43.38 in 3Q 2024). Revenue: JP¥10.9b (up 13% from 3Q 2024). Net income: JP¥3.16b (up 14% from 3Q 2024). Profit margin: 29% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 17JustSystems Corporation to Report Q3, 2025 Results on Feb 07, 2025JustSystems Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 21There May Be Some Bright Spots In JustSystems' (TSE:4686) EarningsThe market for JustSystems Corporation's ( TSE:4686 ) shares didn't move much after it posted weak earnings recently...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥51.45 (vs JP¥54.08 in 2Q 2024)Second quarter 2025 results: EPS: JP¥51.45 (down from JP¥54.08 in 2Q 2024). Revenue: JP¥11.2b (up 3.6% from 2Q 2024). Net income: JP¥3.30b (down 4.9% from 2Q 2024). Profit margin: 29% (down from 32% 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 1% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Oct 25Now 20% undervaluedOver the last 90 days, the stock has risen 7.3% to JP¥3,360. The fair value is estimated to be JP¥4,204, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Oct 19JustSystems Corporation to Report Q2, 2025 Results on Nov 08, 2024JustSystems Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.2%).
Buy Or Sell Opportunity • Sep 02Now 20% undervaluedOver the last 90 days, the stock has risen 20% to JP¥3,410. The fair value is estimated to be JP¥4,265, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
分析記事 • Aug 31Calculating The Intrinsic Value Of JustSystems Corporation (TSE:4686)Key Insights The projected fair value for JustSystems is JP¥4,264 based on 2 Stage Free Cash Flow to Equity...
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥51.54 (vs JP¥47.86 in 1Q 2024)First quarter 2025 results: EPS: JP¥51.54 (up from JP¥47.86 in 1Q 2024). Revenue: JP¥10.8b (up 7.0% from 1Q 2024). Net income: JP¥3.31b (up 7.7% from 1Q 2024). Profit margin: 31% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
分析記事 • Aug 04JustSystems (TSE:4686) Has Some Way To Go To Become A Multi-BaggerWhat 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 21JustSystems Corporation to Report Q1, 2025 Results on Aug 09, 2024JustSystems Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Outside Director Yoshie Midorikawa was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • May 22Weak Statutory Earnings May Not Tell The Whole Story For JustSystems (TSE:4686)JustSystems Corporation's ( TSE:4686 ) recent weak earnings report didn't cause a big stock movement. Our analysis...
Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥181 (vs JP¥209 in FY 2023)Full year 2024 results: EPS: JP¥181 (down from JP¥209 in FY 2023). Revenue: JP¥41.0b (down 2.3% from FY 2023). Net income: JP¥11.6b (down 13% from FY 2023). Profit margin: 28% (down from 32% in FY 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • May 16JustSystems Corporation, Annual General Meeting, Jun 25, 2024JustSystems Corporation, Annual General Meeting, Jun 25, 2024.
お知らせ • Apr 19JustSystems Corporation to Report Fiscal Year 2024 Results on May 14, 2024JustSystems Corporation announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).
分析記事 • Mar 19Unpleasant Surprises Could Be In Store For JustSystems Corporation's (TSE:4686) SharesIt's not a stretch to say that JustSystems Corporation's ( TSE:4686 ) price-to-earnings (or "P/E") ratio of 14.2x right...
分析記事 • Feb 27JustSystems (TSE:4686) Has Some Way To Go To Become A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥43.38 (vs JP¥50.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.38 (down from JP¥50.08 in 3Q 2023). Revenue: JP¥9.66b (down 3.8% from 3Q 2023). Net income: JP¥2.79b (down 13% from 3Q 2023). Profit margin: 29% (down from 32% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Jan 21JustSystems Corporation to Report Q3, 2024 Results on Feb 09, 2024JustSystems Corporation announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥54.08 (vs JP¥56.32 in 2Q 2023)Second quarter 2024 results: EPS: JP¥54.08 (down from JP¥56.32 in 2Q 2023). Revenue: JP¥10.9b (up 1.3% from 2Q 2023). Net income: JP¥3.47b (down 4.0% from 2Q 2023). Profit margin: 32% (down from 34% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Oct 22JustSystems Corporation to Report Q2, 2024 Results on Nov 10, 2023JustSystems Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥47.86 (vs JP¥56.19 in 1Q 2023)First quarter 2024 results: EPS: JP¥47.86 (down from JP¥56.19 in 1Q 2023). Revenue: JP¥10.1b (down 2.4% from 1Q 2023). Net income: JP¥3.07b (down 15% from 1Q 2023). Profit margin: 30% (down from 35% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥3,335, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 25x in the Software industry in Japan. Total loss to shareholders of 54% over the past three years.
Buying Opportunity • Aug 08Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be JP¥4,320, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 12%.
お知らせ • Jul 24JustSystems Corporation to Report Q1, 2024 Results on Aug 04, 2023JustSystems Corporation announced that they will report Q1, 2024 results on Aug 04, 2023
お知らせ • May 17JustSystems Corporation, Annual General Meeting, Jun 27, 2023JustSystems Corporation, Annual General Meeting, Jun 27, 2023.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥209 (vs JP¥189 in FY 2022)Full year 2023 results: EPS: JP¥209 (up from JP¥189 in FY 2022). Revenue: JP¥42.0b (flat on FY 2022). Net income: JP¥13.4b (up 10% from FY 2022). Profit margin: 32% (up from 29% in FY 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per share at 0.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 8.0% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥50.08 (vs JP¥44.25 in 3Q 2022)Third quarter 2023 results: EPS: JP¥50.08 (up from JP¥44.25 in 3Q 2022). Revenue: JP¥10.0b (flat on 3Q 2022). Net income: JP¥3.22b (up 13% from 3Q 2022). Profit margin: 32% (up from 28% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Buying Opportunity • Feb 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.7%. The fair value is estimated to be JP¥4,019, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 11%.
お知らせ • Jan 22JustSystems Corporation to Report Q3, 2023 Results on Feb 10, 2023JustSystems Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Katsuhiko Kuwayama was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥56.32 (vs JP¥56.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥56.32 (down from JP¥56.80 in 2Q 2022). Revenue: JP¥10.7b (down 1.8% from 2Q 2022). Net income: JP¥3.62b (flat on 2Q 2022). Profit margin: 34% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Buying Opportunity • Nov 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥3,905, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 15%.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.8%).
Buying Opportunity • Aug 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥4,805, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 15%.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥56.19 (vs JP¥51.73 in 1Q 2022)First quarter 2023 results: EPS: JP¥56.19 (up from JP¥51.73 in 1Q 2022). Revenue: JP¥10.4b (up 1.3% from 1Q 2022). Net income: JP¥3.61b (up 8.6% from 1Q 2022). Profit margin: 35% (up from 32% in 1Q 2022). The increase in margin was primarily driven by lower expenses. 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 2% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥189 (vs JP¥171 in FY 2021)Full year 2022 results: EPS: JP¥189 (up from JP¥171 in FY 2021). Revenue: JP¥41.7b (up 1.2% from FY 2021). Net income: JP¥12.2b (up 11% from FY 2021). Profit margin: 29% (up from 27% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 4 highly experienced directors. 2 independent directors (3 non-independent directors). President, CEO & Representative Director Kyotaro Sekinada is the most experienced director on the board, commencing their role in 2009. Independent Outside Director Katsuhiko Kuwayama was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 8.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥44.25 (up from JP¥33.96 in 3Q 2021). Revenue: JP¥10.0b (up 9.5% from 3Q 2021). Net income: JP¥2.84b (up 30% from 3Q 2021). Profit margin: 28% (up from 24% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥56.80 (vs JP¥51.55 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥10.9b (up 1.8% from 2Q 2021). Net income: JP¥3.65b (up 10% from 2Q 2021). Profit margin: 33% (up from 31% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.3%).
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥51.73 (vs JP¥47.58 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥10.2b (down 2.7% from 1Q 2021). Net income: JP¥3.32b (up 8.7% from 1Q 2021). Profit margin: 32% (up from 29% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥171 (vs JP¥145 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥41.2b (up 13% from FY 2020). Net income: JP¥11.0b (up 18% from FY 2020). Profit margin: 27% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 34% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.3%).
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥33.96 (vs JP¥28.42 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥9.15b (up 17% from 3Q 2020). Net income: JP¥2.18b (up 20% from 3Q 2020). Profit margin: 24% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 09New 90-day high: JP¥7,970The company is up 14% from its price of JP¥6,990 on 11 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Jan 22New 90-day high: JP¥7,920The company is up 16% from its price of JP¥6,820 on 23 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period.