View Future GrowthAlpha Systems 過去の業績過去 基準チェック /46Alpha Systemsは、平均年間7.1%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% 4.6%収益成長率で 成長しています。 Alpha Systemsの自己資本利益率は7.9%であり、純利益率は8.7%です。主要情報7.11%収益成長率7.11%EPS成長率Software 業界の成長12.13%収益成長率4.63%株主資本利益率7.92%ネット・マージン8.67%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.63 (vs JP¥72.01 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.63 (up from JP¥72.01 in 3Q 2025). Revenue: JP¥10.3b (up 6.7% from 3Q 2025). Net income: JP¥1.10b (up 9.2% from 3Q 2025). Profit margin: 11% (in line with 3Q 2025). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Dec 19Alpha Systems Inc. to Report Q3, 2026 Results on Feb 09, 2026Alpha Systems Inc. announced that they will report Q3, 2026 results on Feb 09, 2026Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥61.54 (vs JP¥58.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.54 (up from JP¥58.27 in 2Q 2025). Revenue: JP¥9.97b (up 7.9% from 2Q 2025). Net income: JP¥864.0m (up 5.6% from 2Q 2025). Profit margin: 8.7% (down from 8.9% in 2Q 2025). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings.お知らせ • Sep 19Alpha Systems Inc. to Report Q2, 2026 Results on Nov 07, 2025Alpha Systems Inc. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥58.55 (vs JP¥46.80 in 1Q 2025)First quarter 2026 results: EPS: JP¥58.55 (up from JP¥46.80 in 1Q 2025). Revenue: JP¥9.60b (up 7.9% from 1Q 2025). Net income: JP¥822.0m (up 25% from 1Q 2025). Profit margin: 8.6% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. 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 8% per year, which means it is significantly lagging earnings.お知らせ • Jun 27Alpha Systems Inc. to Report Q1, 2026 Results on Aug 05, 2025Alpha Systems Inc. announced that they will report Q1, 2026 results on Aug 05, 2025すべての更新を表示Recent updatesUpcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Buy Or Sell Opportunity • Feb 27Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to JP¥3,710. The fair value is estimated to be JP¥3,082, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 6.8%. Revenue is forecast to grow by 8.5% in 2 years. Earnings are forecast to grow by 5.6% in the next 2 years.Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.63 (vs JP¥72.01 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.63 (up from JP¥72.01 in 3Q 2025). Revenue: JP¥10.3b (up 6.7% from 3Q 2025). Net income: JP¥1.10b (up 9.2% from 3Q 2025). Profit margin: 11% (in line with 3Q 2025). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Dec 19Alpha Systems Inc. to Report Q3, 2026 Results on Feb 09, 2026Alpha Systems Inc. announced that they will report Q3, 2026 results on Feb 09, 2026Declared Dividend • Dec 06First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 26% per year over the past 4 years and payments have been stable during that time.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥61.54 (vs JP¥58.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.54 (up from JP¥58.27 in 2Q 2025). Revenue: JP¥9.97b (up 7.9% from 2Q 2025). Net income: JP¥864.0m (up 5.6% from 2Q 2025). Profit margin: 8.7% (down from 8.9% in 2Q 2025). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Sep 19Alpha Systems Inc. to Report Q2, 2026 Results on Nov 07, 2025Alpha Systems Inc. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥58.55 (vs JP¥46.80 in 1Q 2025)First quarter 2026 results: EPS: JP¥58.55 (up from JP¥46.80 in 1Q 2025). Revenue: JP¥9.60b (up 7.9% from 1Q 2025). Net income: JP¥822.0m (up 25% from 1Q 2025). Profit margin: 8.6% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. 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 8% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 09Final dividend increased to JP¥60.00Dividend of JP¥60.00 is 20% higher than last year. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.8%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 36% per year over the past 3 years and payments have been stable during that time.Board Change • Jul 03Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Junichi Jozuka was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jun 27Alpha Systems Inc. to Report Q1, 2026 Results on Aug 05, 2025Alpha Systems Inc. announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • May 13Full year 2025 earnings released: EPS: JP¥229 (vs JP¥217 in FY 2024)Full year 2025 results: EPS: JP¥229 (up from JP¥217 in FY 2024). Revenue: JP¥38.5b (up 5.8% from FY 2024). Net income: JP¥3.21b (up 5.5% from FY 2024). Profit margin: 8.3% (down from 8.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 12+ 2 more updatesAlpha Systems Inc., Annual General Meeting, Jun 27, 2025Alpha Systems Inc., Annual General Meeting, Jun 27, 2025.分析記事 • Apr 04Investors Met With Slowing Returns on Capital At Alpha Systems (TSE:4719)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...お知らせ • Mar 22Alpha Systems Inc. to Report Fiscal Year 2025 Results on May 12, 2025Alpha Systems Inc. announced that they will report fiscal year 2025 results on May 12, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥72.01 (vs JP¥67.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥72.01 (up from JP¥67.74 in 3Q 2024). Revenue: JP¥9.65b (up 5.1% from 3Q 2024). Net income: JP¥1.01b (up 6.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Dec 21Alpha Systems Inc. to Report Q3, 2025 Results on Feb 10, 2025Alpha Systems Inc. announced that they will report Q3, 2025 results on Feb 10, 2025Declared Dividend • Dec 07First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 12% per year over the past 3 years and payments have been stable during that time.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥58.27 (vs JP¥57.20 in 2Q 2024)Second quarter 2025 results: EPS: JP¥58.27 (up from JP¥57.20 in 2Q 2024). Revenue: JP¥9.24b (flat on 2Q 2024). Net income: JP¥818.0m (up 1.9% from 2Q 2024). Profit margin: 8.9% (up from 8.8% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Oct 11Here's Why We Think Alpha Systems (TSE:4719) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Sep 21Alpha Systems Inc. to Report Q2, 2025 Results on Nov 08, 2024Alpha Systems Inc. announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥46.80 (vs JP¥41.39 in 1Q 2024)First quarter 2025 results: EPS: JP¥46.80 (up from JP¥41.39 in 1Q 2024). Revenue: JP¥8.90b (up 4.9% from 1Q 2024). Net income: JP¥657.0m (up 13% from 1Q 2024). Profit margin: 7.4% (up from 6.8% in 1Q 2024). The increase in margin was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings.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 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,455, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 32% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 3.7%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 18% per year over the past 2 years and payments have been stable during that time.お知らせ • Jun 27Alpha Systems Inc. to Report Q1, 2025 Results on Aug 05, 2024Alpha Systems Inc. announced that they will report Q1, 2025 results on Aug 05, 2024分析記事 • May 21Alpha Systems' (TSE:4719) Performance Is Even Better Than Its Earnings SuggestAlpha Systems Inc.'s ( TSE:4719 ) earnings announcement last week was disappointing for investors, despite the decent...Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥217 (vs JP¥208 in FY 2023)Full year 2024 results: EPS: JP¥217 (up from JP¥208 in FY 2023). Revenue: JP¥36.4b (up 2.3% from FY 2023). Net income: JP¥3.05b (up 4.4% from FY 2023). Profit margin: 8.4% (up from 8.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • May 15Alpha Systems Inc., Annual General Meeting, Jun 27, 2024Alpha Systems Inc., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).お知らせ • Mar 20Alpha Systems Inc. to Report Fiscal Year 2024 Results on May 13, 2024Alpha Systems Inc. announced that they will report fiscal year 2024 results on May 13, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥67.74 (vs JP¥51.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥67.74 (up from JP¥51.71 in 3Q 2023). Revenue: JP¥9.19b (up 2.5% from 3Q 2023). Net income: JP¥951.0m (up 31% from 3Q 2023). Profit margin: 10% (up from 8.1% in 3Q 2023). 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 3% per year, which means it is significantly lagging earnings.お知らせ • Dec 16Alpha Systems Inc. to Report Q3, 2024 Results on Feb 08, 2024Alpha Systems Inc. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥57.20 (vs JP¥53.42 in 2Q 2023)Second quarter 2024 results: EPS: JP¥57.20 (up from JP¥53.42 in 2Q 2023). Revenue: JP¥9.17b (up 3.6% from 2Q 2023). Net income: JP¥803.0m (up 7.1% from 2Q 2023). Profit margin: 8.8% (up from 8.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.7%).お知らせ • Sep 17Alpha Systems Inc. to Report Q2, 2024 Results on Nov 07, 2023Alpha Systems Inc. announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥41.38 (vs JP¥48.58 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.38 (down from JP¥48.58 in 1Q 2023). Revenue: JP¥8.49b (flat on 1Q 2023). Net income: JP¥581.0m (down 15% from 1Q 2023). Profit margin: 6.8% (down from 8.0% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jun 18Alpha Systems Inc. to Report Q1, 2024 Results on Aug 07, 2023Alpha Systems Inc. announced that they will report Q1, 2024 results on Aug 07, 2023Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥3,525, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 4.5% over the past three years.お知らせ • May 17Alpha Systems Inc., Annual General Meeting, Jun 29, 2023Alpha Systems Inc., Annual General Meeting, Jun 29, 2023.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥208 (vs JP¥199 in FY 2022)Full year 2023 results: EPS: JP¥208 (up from JP¥199 in FY 2022). Revenue: JP¥35.5b (up 4.9% from FY 2022). Net income: JP¥2.92b (up 4.7% from FY 2022). Profit margin: 8.2% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 09 June 2023. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥51.71 (vs JP¥48.58 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.71 (up from JP¥48.58 in 3Q 2022). Revenue: JP¥8.97b (up 5.5% from 3Q 2022). Net income: JP¥726.0m (up 6.5% from 3Q 2022). Profit margin: 8.1% (up from 8.0% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.お知らせ • Dec 18Alpha Systems Inc. to Report Q3, 2023 Results on Feb 07, 2023Alpha Systems Inc. announced that they will report Q3, 2023 results on Feb 07, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥53.42 (vs JP¥48.08 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.42 (up from JP¥48.08 in 2Q 2022). Revenue: JP¥8.85b (up 7.6% from 2Q 2022). Net income: JP¥750.0m (up 11% from 2Q 2022). Profit margin: 8.5% (up from 8.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥53.42 (vs JP¥48.08 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.42 (up from JP¥48.08 in 2Q 2022). Revenue: JP¥8.85b (up 7.6% from 2Q 2022). Net income: JP¥750.0m (up 11% from 2Q 2022). Profit margin: 8.5% (up from 8.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.Buying Opportunity • Sep 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be JP¥5,021, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 12%.Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.8%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥48.58 (vs JP¥47.51 in 1Q 2022)First quarter 2023 results: EPS: JP¥48.58 (up from JP¥47.51 in 1Q 2022). Revenue: JP¥8.54b (up 6.9% from 1Q 2022). Net income: JP¥682.0m (up 2.2% from 1Q 2022). Profit margin: 8.0% (down from 8.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥199 (vs JP¥162 in FY 2021)Full year 2022 results: EPS: JP¥199 (up from JP¥162 in FY 2021). Revenue: JP¥33.9b (up 8.2% from FY 2021). Net income: JP¥2.79b (up 22% from FY 2021). Profit margin: 8.2% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.Buying Opportunity • Apr 01Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥5,104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 9.9%.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 09 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).Reported Earnings • Feb 08Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥48.57 (up from JP¥38.18 in 3Q 2021). Revenue: JP¥8.50b (up 13% from 3Q 2021). Net income: JP¥682.0m (up 27% from 3Q 2021). Profit margin: 8.0% (up from 7.1% 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 10% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥48.08 (vs JP¥38.89 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥8.22b (up 8.8% from 2Q 2021). Net income: JP¥675.0m (up 24% from 2Q 2021). Profit margin: 8.2% (up from 7.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥47.51 (vs JP¥31.77 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥7.99b (up 15% from 1Q 2021). Net income: JP¥667.0m (up 50% from 1Q 2021). Profit margin: 8.4% (up from 6.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥162 (vs JP¥163 in FY 2020)The company reported a mediocre full year result with weaker profit margins, although earnings were flat and revenues improved. Full year 2021 results: Revenue: JP¥31.3b (up 1.6% from FY 2020). Net income: JP¥2.28b (flat on FY 2020). Profit margin: 7.3% (down from 7.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.Is New 90 Day High Low • Feb 08New 90-day high: JP¥3,860The company is up 16% from its price of JP¥3,320 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 1.0% over the same period.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥38.17 (vs JP¥38.68 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥7.51b (flat on 3Q 2020). Net income: JP¥536.0m (down 1.3% from 3Q 2020). Profit margin: 7.1% (down from 7.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Jan 08New 90-day high: JP¥3,670The company is up 4.0% from its price of JP¥3,535 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 3.0% over the same period.収支内訳Alpha Systems の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4719 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 2540,5623,5161,306030 Sep 2539,9153,4224,516030 Jun 2539,1833,3764,514031 Mar 2538,4843,2114,461031 Dec 2437,3343,1964,2827130 Sep 2436,8693,1364,1847130 Jun 2436,7983,1214,1037131 Mar 2436,3833,0454,0377131 Dec 2336,0353,0953,93215330 Sep 2335,8142,8704,03515330 Jun 2335,4942,8174,05515331 Mar 2335,5482,9184,07015331 Dec 2235,5202,9224,07114430 Sep 2235,0502,8784,00414430 Jun 2234,4252,8033,98114431 Mar 2233,8742,7883,97014431 Dec 2134,0262,7774,0487930 Sep 2133,0402,6314,0117930 Jun 2132,3722,5023,9867931 Mar 2131,3182,2813,9327931 Dec 2030,7682,2663,9121430 Sep 2030,7902,2733,9071430 Jun 2030,9612,3823,8641431 Mar 2030,8252,2933,8791431 Dec 1929,8812,1663,8425030 Sep 1929,3212,0313,8055030 Jun 1929,0801,9043,7635031 Mar 1929,1002,0893,6965031 Dec 1828,8492,2113,6651530 Sep 1828,6302,1603,6641530 Jun 1828,0772,1163,6661531 Mar 1827,7541,9923,6511531 Dec 1727,8722,0473,49214830 Sep 1727,3962,0273,42314830 Jun 1727,0271,8473,41914831 Mar 1726,8061,7373,42014831 Dec 1625,8441,4603,43416730 Sep 1625,8091,8853,42816730 Jun 1625,7001,8583,41616731 Mar 1625,6982,0173,37116731 Dec 1526,3322,2793,41211430 Sep 1525,9171,8923,31111430 Jun 1525,6942,0353,217114質の高い収益: 4719は 高品質の収益 を持っています。利益率の向上: 4719の現在の純利益率 (8.7%)は、昨年(8.6%)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: 4719の収益は過去 5 年間で年間7.1%増加しました。成長の加速: 4719の過去 1 年間の収益成長率 ( 10% ) は、5 年間の平均 ( 年間7.1%を上回っています。収益対業界: 4719の過去 1 年間の収益成長率 ( 10% ) Software業界18.8%を上回りませんでした。株主資本利益率高いROE: 4719の 自己資本利益率 ( 7.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 04:03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Alpha Systems Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Tetsuya NakamuraDaiwa Securities Co. Ltd.Teruo IsozakiIchiyoshi Research Institute Inc.Keisuke IwafuchiOkasan Securities Co. Ltd.
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.63 (vs JP¥72.01 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.63 (up from JP¥72.01 in 3Q 2025). Revenue: JP¥10.3b (up 6.7% from 3Q 2025). Net income: JP¥1.10b (up 9.2% from 3Q 2025). Profit margin: 11% (in line with 3Q 2025). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Dec 19Alpha Systems Inc. to Report Q3, 2026 Results on Feb 09, 2026Alpha Systems Inc. announced that they will report Q3, 2026 results on Feb 09, 2026
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥61.54 (vs JP¥58.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.54 (up from JP¥58.27 in 2Q 2025). Revenue: JP¥9.97b (up 7.9% from 2Q 2025). Net income: JP¥864.0m (up 5.6% from 2Q 2025). Profit margin: 8.7% (down from 8.9% in 2Q 2025). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings.
お知らせ • Sep 19Alpha Systems Inc. to Report Q2, 2026 Results on Nov 07, 2025Alpha Systems Inc. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥58.55 (vs JP¥46.80 in 1Q 2025)First quarter 2026 results: EPS: JP¥58.55 (up from JP¥46.80 in 1Q 2025). Revenue: JP¥9.60b (up 7.9% from 1Q 2025). Net income: JP¥822.0m (up 25% from 1Q 2025). Profit margin: 8.6% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. 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 8% per year, which means it is significantly lagging earnings.
お知らせ • Jun 27Alpha Systems Inc. to Report Q1, 2026 Results on Aug 05, 2025Alpha Systems Inc. announced that they will report Q1, 2026 results on Aug 05, 2025
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Buy Or Sell Opportunity • Feb 27Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to JP¥3,710. The fair value is estimated to be JP¥3,082, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 6.8%. Revenue is forecast to grow by 8.5% in 2 years. Earnings are forecast to grow by 5.6% in the next 2 years.
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.63 (vs JP¥72.01 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.63 (up from JP¥72.01 in 3Q 2025). Revenue: JP¥10.3b (up 6.7% from 3Q 2025). Net income: JP¥1.10b (up 9.2% from 3Q 2025). Profit margin: 11% (in line with 3Q 2025). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Dec 19Alpha Systems Inc. to Report Q3, 2026 Results on Feb 09, 2026Alpha Systems Inc. announced that they will report Q3, 2026 results on Feb 09, 2026
Declared Dividend • Dec 06First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 26% per year over the past 4 years and payments have been stable during that time.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥61.54 (vs JP¥58.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.54 (up from JP¥58.27 in 2Q 2025). Revenue: JP¥9.97b (up 7.9% from 2Q 2025). Net income: JP¥864.0m (up 5.6% from 2Q 2025). Profit margin: 8.7% (down from 8.9% in 2Q 2025). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Sep 19Alpha Systems Inc. to Report Q2, 2026 Results on Nov 07, 2025Alpha Systems Inc. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥58.55 (vs JP¥46.80 in 1Q 2025)First quarter 2026 results: EPS: JP¥58.55 (up from JP¥46.80 in 1Q 2025). Revenue: JP¥9.60b (up 7.9% from 1Q 2025). Net income: JP¥822.0m (up 25% from 1Q 2025). Profit margin: 8.6% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. 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 8% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 09Final dividend increased to JP¥60.00Dividend of JP¥60.00 is 20% higher than last year. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.8%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 36% per year over the past 3 years and payments have been stable during that time.
Board Change • Jul 03Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Junichi Jozuka was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jun 27Alpha Systems Inc. to Report Q1, 2026 Results on Aug 05, 2025Alpha Systems Inc. announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • May 13Full year 2025 earnings released: EPS: JP¥229 (vs JP¥217 in FY 2024)Full year 2025 results: EPS: JP¥229 (up from JP¥217 in FY 2024). Revenue: JP¥38.5b (up 5.8% from FY 2024). Net income: JP¥3.21b (up 5.5% from FY 2024). Profit margin: 8.3% (down from 8.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 12+ 2 more updatesAlpha Systems Inc., Annual General Meeting, Jun 27, 2025Alpha Systems Inc., Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 04Investors Met With Slowing Returns on Capital At Alpha Systems (TSE:4719)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
お知らせ • Mar 22Alpha Systems Inc. to Report Fiscal Year 2025 Results on May 12, 2025Alpha Systems Inc. announced that they will report fiscal year 2025 results on May 12, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥72.01 (vs JP¥67.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥72.01 (up from JP¥67.74 in 3Q 2024). Revenue: JP¥9.65b (up 5.1% from 3Q 2024). Net income: JP¥1.01b (up 6.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Dec 21Alpha Systems Inc. to Report Q3, 2025 Results on Feb 10, 2025Alpha Systems Inc. announced that they will report Q3, 2025 results on Feb 10, 2025
Declared Dividend • Dec 07First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 12% per year over the past 3 years and payments have been stable during that time.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥58.27 (vs JP¥57.20 in 2Q 2024)Second quarter 2025 results: EPS: JP¥58.27 (up from JP¥57.20 in 2Q 2024). Revenue: JP¥9.24b (flat on 2Q 2024). Net income: JP¥818.0m (up 1.9% from 2Q 2024). Profit margin: 8.9% (up from 8.8% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Oct 11Here's Why We Think Alpha Systems (TSE:4719) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Sep 21Alpha Systems Inc. to Report Q2, 2025 Results on Nov 08, 2024Alpha Systems Inc. announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥46.80 (vs JP¥41.39 in 1Q 2024)First quarter 2025 results: EPS: JP¥46.80 (up from JP¥41.39 in 1Q 2024). Revenue: JP¥8.90b (up 4.9% from 1Q 2024). Net income: JP¥657.0m (up 13% from 1Q 2024). Profit margin: 7.4% (up from 6.8% in 1Q 2024). The increase in margin was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings.
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 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,455, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 32% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 3.7%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 18% per year over the past 2 years and payments have been stable during that time.
お知らせ • Jun 27Alpha Systems Inc. to Report Q1, 2025 Results on Aug 05, 2024Alpha Systems Inc. announced that they will report Q1, 2025 results on Aug 05, 2024
分析記事 • May 21Alpha Systems' (TSE:4719) Performance Is Even Better Than Its Earnings SuggestAlpha Systems Inc.'s ( TSE:4719 ) earnings announcement last week was disappointing for investors, despite the decent...
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥217 (vs JP¥208 in FY 2023)Full year 2024 results: EPS: JP¥217 (up from JP¥208 in FY 2023). Revenue: JP¥36.4b (up 2.3% from FY 2023). Net income: JP¥3.05b (up 4.4% from FY 2023). Profit margin: 8.4% (up from 8.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • May 15Alpha Systems Inc., Annual General Meeting, Jun 27, 2024Alpha Systems Inc., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
お知らせ • Mar 20Alpha Systems Inc. to Report Fiscal Year 2024 Results on May 13, 2024Alpha Systems Inc. announced that they will report fiscal year 2024 results on May 13, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥67.74 (vs JP¥51.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥67.74 (up from JP¥51.71 in 3Q 2023). Revenue: JP¥9.19b (up 2.5% from 3Q 2023). Net income: JP¥951.0m (up 31% from 3Q 2023). Profit margin: 10% (up from 8.1% in 3Q 2023). 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 3% per year, which means it is significantly lagging earnings.
お知らせ • Dec 16Alpha Systems Inc. to Report Q3, 2024 Results on Feb 08, 2024Alpha Systems Inc. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥57.20 (vs JP¥53.42 in 2Q 2023)Second quarter 2024 results: EPS: JP¥57.20 (up from JP¥53.42 in 2Q 2023). Revenue: JP¥9.17b (up 3.6% from 2Q 2023). Net income: JP¥803.0m (up 7.1% from 2Q 2023). Profit margin: 8.8% (up from 8.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.7%).
お知らせ • Sep 17Alpha Systems Inc. to Report Q2, 2024 Results on Nov 07, 2023Alpha Systems Inc. announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥41.38 (vs JP¥48.58 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.38 (down from JP¥48.58 in 1Q 2023). Revenue: JP¥8.49b (flat on 1Q 2023). Net income: JP¥581.0m (down 15% from 1Q 2023). Profit margin: 6.8% (down from 8.0% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jun 18Alpha Systems Inc. to Report Q1, 2024 Results on Aug 07, 2023Alpha Systems Inc. announced that they will report Q1, 2024 results on Aug 07, 2023
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥3,525, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 4.5% over the past three years.
お知らせ • May 17Alpha Systems Inc., Annual General Meeting, Jun 29, 2023Alpha Systems Inc., Annual General Meeting, Jun 29, 2023.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥208 (vs JP¥199 in FY 2022)Full year 2023 results: EPS: JP¥208 (up from JP¥199 in FY 2022). Revenue: JP¥35.5b (up 4.9% from FY 2022). Net income: JP¥2.92b (up 4.7% from FY 2022). Profit margin: 8.2% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 09 June 2023. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥51.71 (vs JP¥48.58 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.71 (up from JP¥48.58 in 3Q 2022). Revenue: JP¥8.97b (up 5.5% from 3Q 2022). Net income: JP¥726.0m (up 6.5% from 3Q 2022). Profit margin: 8.1% (up from 8.0% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Dec 18Alpha Systems Inc. to Report Q3, 2023 Results on Feb 07, 2023Alpha Systems Inc. announced that they will report Q3, 2023 results on Feb 07, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥53.42 (vs JP¥48.08 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.42 (up from JP¥48.08 in 2Q 2022). Revenue: JP¥8.85b (up 7.6% from 2Q 2022). Net income: JP¥750.0m (up 11% from 2Q 2022). Profit margin: 8.5% (up from 8.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥53.42 (vs JP¥48.08 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.42 (up from JP¥48.08 in 2Q 2022). Revenue: JP¥8.85b (up 7.6% from 2Q 2022). Net income: JP¥750.0m (up 11% from 2Q 2022). Profit margin: 8.5% (up from 8.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.
Buying Opportunity • Sep 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be JP¥5,021, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 12%.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.8%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥48.58 (vs JP¥47.51 in 1Q 2022)First quarter 2023 results: EPS: JP¥48.58 (up from JP¥47.51 in 1Q 2022). Revenue: JP¥8.54b (up 6.9% from 1Q 2022). Net income: JP¥682.0m (up 2.2% from 1Q 2022). Profit margin: 8.0% (down from 8.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥199 (vs JP¥162 in FY 2021)Full year 2022 results: EPS: JP¥199 (up from JP¥162 in FY 2021). Revenue: JP¥33.9b (up 8.2% from FY 2021). Net income: JP¥2.79b (up 22% from FY 2021). Profit margin: 8.2% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.
Buying Opportunity • Apr 01Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥5,104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 9.9%.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 09 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).
Reported Earnings • Feb 08Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥48.57 (up from JP¥38.18 in 3Q 2021). Revenue: JP¥8.50b (up 13% from 3Q 2021). Net income: JP¥682.0m (up 27% from 3Q 2021). Profit margin: 8.0% (up from 7.1% 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 10% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥48.08 (vs JP¥38.89 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥8.22b (up 8.8% from 2Q 2021). Net income: JP¥675.0m (up 24% from 2Q 2021). Profit margin: 8.2% (up from 7.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥47.51 (vs JP¥31.77 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥7.99b (up 15% from 1Q 2021). Net income: JP¥667.0m (up 50% from 1Q 2021). Profit margin: 8.4% (up from 6.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥162 (vs JP¥163 in FY 2020)The company reported a mediocre full year result with weaker profit margins, although earnings were flat and revenues improved. Full year 2021 results: Revenue: JP¥31.3b (up 1.6% from FY 2020). Net income: JP¥2.28b (flat on FY 2020). Profit margin: 7.3% (down from 7.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥3,860The company is up 16% from its price of JP¥3,320 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 1.0% over the same period.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥38.17 (vs JP¥38.68 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥7.51b (flat on 3Q 2020). Net income: JP¥536.0m (down 1.3% from 3Q 2020). Profit margin: 7.1% (down from 7.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Jan 08New 90-day high: JP¥3,670The company is up 4.0% from its price of JP¥3,535 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 3.0% over the same period.