View ValuationOBIC Business Consultants 将来の成長Future 基準チェック /36OBIC Business Consultants利益と収益がそれぞれ年間10.5%と10.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.1% 10.5%なると予測されています。主要情報10.5%収益成長率10.45%EPS成長率Software 収益成長14.5%収益成長率10.9%将来の株主資本利益率13.12%アナリストカバレッジGood最終更新日04 Aug 2026今後の成長に関する最新情報Price Target Changed • Sep 24Price target increased by 7.8% to JP¥9,929Up from JP¥9,214, the current price target is an average from 7 analysts. New target price is 11% above last closing price of JP¥8,972. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥215 last year.Price Target Changed • Jan 15Price target decreased to JP¥6,650Down from JP¥7,157, the current price target is provided by 1 analyst. New target price is 50% above last closing price of JP¥4,435. Stock is down 36% over the past year. The company posted earnings per share of JP¥129 last year.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥8,427, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Software industry in Japan. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,464 per share.Declared Dividend • Jul 25Dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 29th September 2026 Payment date: 17th November 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (1% earnings payout ratio) and cash flows (53% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 23First quarter 2027 earnings released: EPS: JP¥64.87 (vs JP¥54.19 in 1Q 2026)First quarter 2027 results: EPS: JP¥64.87 (up from JP¥54.19 in 1Q 2026). Revenue: JP¥13.8b (up 14% from 1Q 2026). Net income: JP¥4.88b (up 20% from 1Q 2026). Profit margin: 35% (up from 34% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% 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 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 20OBIC Business Consultants Co., Ltd. to Report Q1, 2027 Results on Jul 22, 2026OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2027 results on Jul 22, 2026Buy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥5,915. The fair value is estimated to be JP¥7,413, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Buy Or Sell Opportunity • May 25Now 20% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥5,979. The fair value is estimated to be JP¥7,514, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.Reported Earnings • Apr 22Full year 2026 earnings released: EPS: JP¥241 (vs JP¥215 in FY 2025)Full year 2026 results: EPS: JP¥241 (up from JP¥215 in FY 2025). Revenue: JP¥51.4b (up 9.4% from FY 2025). Net income: JP¥18.1b (up 12% from FY 2025). Profit margin: 35% (in line with FY 2025). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 1.3% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).New Risk • Feb 26New 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 5.8% 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: Major Risk High level of non-cash earnings (53% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).分析記事 • Feb 04OBIC Business Consultants Co., Ltd. (TSE:4733) Stocks Pounded By 31% But Not Lagging Market On Growth Or PricingOBIC Business Consultants Co., Ltd. ( TSE:4733 ) shareholders that were waiting for something to happen have been dealt...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥5,807, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Software industry in Japan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,473 per share.分析記事 • Feb 02OBIC Business Consultants' (TSE:4733) Profits May Not Reveal Underlying IssuesThe market shrugged off OBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) solid earnings report. We think that...分析記事 • Jan 28OBIC Business Consultants (TSE:4733) Has Announced That It Will Be Increasing Its Dividend To ¥58.00OBIC Business Consultants Co., Ltd. ( TSE:4733 ) has announced that it will be increasing its dividend from last year's...お知らせ • Jan 28OBIC Business Consultants Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending March 2026OBIC Business Consultants Co., Ltd. at a meeting of its Board of Directors held on January 26, 2026, it resolved to revise its forecast for dividend per share for the fiscal year ending March 2026. For the year, the company expects dividend of JPY 58.00 per share compare to JPY 53.00 per share a year ago. Reason for revision to dividend forecasts: The Company's dividend policy is to maintain stable returns to shareholders over the long term. For the time being, the company plan to achieve stable returns to shareholders over the long term with a payout ratio of approximately 45%. With regard to the dividend forecast for the fiscal year ending March 2026, the company have decided to increase the year-end dividend by JPY 5 per share to JPY 58, and to increase the annual dividend to JPY 111, considering the above policy and trends in business performance, etc. comprehensively.Reported Earnings • Jan 27Third quarter 2026 earnings released: EPS: JP¥57.04 (vs JP¥54.41 in 3Q 2025)Third quarter 2026 results: EPS: JP¥57.04 (up from JP¥54.41 in 3Q 2025). Revenue: JP¥12.9b (up 7.7% from 3Q 2025). Net income: JP¥4.29b (up 4.8% from 3Q 2025). Profit margin: 33% (in line with 3Q 2025). Revenue is forecast to grow 11% 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 16% per year whereas the company’s share price has increased by 13% per year.分析記事 • Dec 26Is OBIC Business Consultants Co., Ltd. (TSE:4733) Worth JP¥8.5k Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥6,334...お知らせ • Dec 24OBIC Business Consultants Co., Ltd. to Report Q3, 2026 Results on Jan 26, 2026OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2026 results on Jan 26, 2026分析記事 • Dec 11The Return Trends At OBIC Business Consultants (TSE:4733) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Declared Dividend • Nov 18First half dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 30th March 2026 Payment date: 24th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥55.86 (vs JP¥48.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥55.86 (up from JP¥48.89 in 2Q 2025). Revenue: JP¥12.8b (up 11% from 2Q 2025). Net income: JP¥4.20b (up 14% from 2Q 2025). Profit margin: 33% (up from 32% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 25OBIC Business Consultants Co., Ltd. to Report Q2, 2026 Results on Oct 28, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2026 results on Oct 28, 2025Price Target Changed • Sep 24Price target increased by 7.8% to JP¥9,929Up from JP¥9,214, the current price target is an average from 7 analysts. New target price is 11% above last closing price of JP¥8,972. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥215 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 18 November 2025. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).分析記事 • Aug 30Should You Be Adding OBIC Business Consultants (TSE:4733) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Aug 12OBIC Business Consultants Co., Ltd. (TSE:4733) Not Lagging Market On Growth Or PricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider OBIC...Reported Earnings • Jul 24First quarter 2026 earnings released: EPS: JP¥54.19 (vs JP¥52.65 in 1Q 2025)First quarter 2026 results: EPS: JP¥54.19 (up from JP¥52.65 in 1Q 2025). Revenue: JP¥12.2b (up 8.2% from 1Q 2025). Net income: JP¥4.07b (up 2.9% from 1Q 2025). Profit margin: 34% (down from 35% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 12OBIC Business Consultants' (TSE:4733) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024)Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% 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 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 21OBIC Business Consultants Co., Ltd. to Report Q1, 2026 Results on Jul 23, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025分析記事 • May 09A Look At The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights The projected fair value for OBIC Business Consultants is JP¥6,937 based on 2 Stage Free Cash Flow to...Reported Earnings • Apr 23Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024)Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.お知らせ • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025.分析記事 • Apr 15Should You Be Adding OBIC Business Consultants (TSE:4733) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Mar 27OBIC Business Consultants Co., Ltd.'s (TSE:4733) Shareholders Might Be Looking For ExitWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider OBIC...Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).お知らせ • Mar 15OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2025OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2025分析記事 • Feb 16We Like These Underlying Return On Capital Trends At OBIC Business Consultants (TSE:4733)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Jan 31Shareholders Can Be Confident That OBIC Business Consultants' (TSE:4733) Earnings Are High QualityOBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) strong earnings report was rewarded with a positive stock price...Reported Earnings • Jan 27Third quarter 2025 earnings released: EPS: JP¥54.41 (vs JP¥47.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.41 (up from JP¥47.17 in 3Q 2024). Revenue: JP¥12.0b (up 9.9% from 3Q 2024). Net income: JP¥4.09b (up 15% from 3Q 2024). Profit margin: 34% (up from 32% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Japan. 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 21% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 23A Look At The Fair Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥7,542 With...お知らせ • Dec 19OBIC Business Consultants Co., Ltd. to Report Q3, 2025 Results on Jan 24, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2025 results on Jan 24, 2025分析記事 • Dec 18Here's Why We Think OBIC Business Consultants (TSE:4733) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Dec 03Investor Optimism Abounds OBIC Business Consultants Co., Ltd. (TSE:4733) But Growth Is LackingOBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) price-to-earnings (or "P/E") ratio of 35.3x might make it look like...Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥48.89 (vs JP¥44.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥48.89 (up from JP¥44.34 in 2Q 2024). Revenue: JP¥11.5b (up 11% from 2Q 2024). Net income: JP¥3.68b (up 10% from 2Q 2024). Profit margin: 32% (in line with 2Q 2024). Revenue is forecast to grow 9.0% 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 10% per year whereas the company’s share price has increased by 8% per year.分析記事 • Oct 21Estimating The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥7,930...分析記事 • Oct 05The Returns At OBIC Business Consultants (TSE:4733) Aren't GrowingThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...お知らせ • Sep 21OBIC Business Consultants Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 20 November 2024. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.2%).分析記事 • Sep 19If EPS Growth Is Important To You, OBIC Business Consultants (TSE:4733) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Sep 03Subdued Growth No Barrier To OBIC Business Consultants Co., Ltd. (TSE:4733) With Shares Advancing 28%OBIC Business Consultants Co., Ltd. ( TSE:4733 ) shareholders would be excited to see that the share price has had a...Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥52.64 (vs JP¥36.85 in 1Q 2024)First quarter 2025 results: EPS: JP¥52.64 (up from JP¥36.85 in 1Q 2024). Revenue: JP¥11.2b (up 23% from 1Q 2024). Net income: JP¥3.96b (up 43% from 1Q 2024). Profit margin: 35% (up from 30% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% 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 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Part-Time Outside Auditor Tomonori Anan was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • Jun 27Returns On Capital At OBIC Business Consultants (TSE:4733) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Jun 26OBIC Business Consultants Co., Ltd. to Report Q1, 2025 Results on Jul 24, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2025 results on Jul 24, 2024分析記事 • Jun 12Do OBIC Business Consultants' (TSE:4733) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • May 10Calculating The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights The projected fair value for OBIC Business Consultants is JP¥7,434 based on 2 Stage Free Cash Flow to...お知らせ • Apr 26OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024.Reported Earnings • Apr 24Full year 2024 earnings released: EPS: JP¥184 (vs JP¥147 in FY 2023)Full year 2024 results: EPS: JP¥184 (up from JP¥147 in FY 2023). Revenue: JP¥42.0b (up 25% from FY 2023). Net income: JP¥13.8b (up 26% from FY 2023). Profit margin: 33% (in line with FY 2023). Revenue is forecast to grow 9.5% 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 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 27OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2024OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).分析記事 • Mar 18OBIC Business Consultants (TSE:4733) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...分析記事 • Feb 29Do OBIC Business Consultants' (TSE:4733) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: JP¥47.17 (vs JP¥32.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.17 (up from JP¥32.23 in 3Q 2023). Revenue: JP¥10.9b (up 29% from 3Q 2023). Net income: JP¥3.55b (up 46% from 3Q 2023). Profit margin: 32% (up from 29% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 20OBIC Business Consultants Co., Ltd. to Report Q3, 2024 Results on Jan 24, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2024 results on Jan 24, 2024Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥44.34 (vs JP¥32.57 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.34 (up from JP¥32.57 in 2Q 2023). Revenue: JP¥10.3b (up 31% from 2Q 2023). Net income: JP¥3.33b (up 36% from 2Q 2023). Profit margin: 32% (up from 31% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 24OBIC Business Consultants Co., Ltd. to Report Q2, 2024 Results on Oct 24, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2024 results on Oct 24, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 21 November 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: JP¥36.85 (vs JP¥35.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.85 (up from JP¥35.92 in 1Q 2023). Revenue: JP¥9.14b (up 9.6% from 1Q 2023). Net income: JP¥2.77b (up 2.6% from 1Q 2023). Profit margin: 30% (down from 32% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 22OBIC Business Consultants Co., Ltd. to Report Q1, 2024 Results on Jul 25, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2024 results on Jul 25, 2023Reported Earnings • Apr 26Full year 2023 earnings released: EPS: JP¥147 (vs JP¥157 in FY 2022)Full year 2023 results: EPS: JP¥147 (down from JP¥157 in FY 2022). Revenue: JP¥33.7b (down 3.0% from FY 2022). Net income: JP¥11.0b (down 6.6% from FY 2022). Profit margin: 33% (down from 34% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥32.23 (vs JP¥40.46 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.23 (down from JP¥40.46 in 3Q 2022). Revenue: JP¥8.46b (down 7.8% from 3Q 2022). Net income: JP¥2.42b (down 20% from 3Q 2022). Profit margin: 29% (down from 33% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 24OBIC Business Consultants Co., Ltd. to Report Q3, 2023 Results on Jan 24, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2023 results on Jan 24, 2023Buying Opportunity • Oct 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be JP¥5,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 11%.Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥32.57 (vs JP¥37.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.57 (down from JP¥37.89 in 2Q 2022). Revenue: JP¥7.88b (down 8.1% from 2Q 2022). Net income: JP¥2.45b (down 14% from 2Q 2022). Profit margin: 31% (down from 33% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 28OBIC Business Consultants Co., Ltd. to Report Q2, 2023 Results on Oct 25, 2022OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2023 results on Oct 25, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. The company last paid an ordinary dividend in October 2011. The average dividend yield among industry peers is 1.8%.Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥5,809, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 9.5%.Buying Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock is up 6.1%. The fair value is estimated to be JP¥5,830, 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 9.5%.Reported Earnings • Jul 22First quarter 2023 earnings released: EPS: JP¥35.92 (vs JP¥31.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.92 (up from JP¥31.50 in 1Q 2022). Revenue: JP¥8.34b (up 8.5% from 1Q 2022). Net income: JP¥2.70b (up 14% from 1Q 2022). Profit margin: 32% (up from 31% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥4,670, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 2.6% over the past three years.お知らせ • Jun 22OBIC Business Consultants Co., Ltd. to Report Q1, 2023 Results on Jul 21, 2022OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2023 results on Jul 21, 2022Buying Opportunity • Jun 14Now 21% undervaluedOver the last 90 days, the stock is up 6.0%. The fair value is estimated to be JP¥5,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%.Buying Opportunity • May 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be JP¥5,424, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%.Reported Earnings • Apr 27Full year 2022 earnings released: EPS: JP¥157 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥157 (up from JP¥129 in FY 2021). Revenue: JP¥34.8b (up 19% from FY 2021). Net income: JP¥11.8b (up 22% from FY 2021). Profit margin: 34% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.お知らせ • Apr 23OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022.お知らせ • Apr 08OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2022 Results on Apr 21, 2022OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2022 results on Apr 21, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 22 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).Reported Earnings • Jan 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥40.46 (up from JP¥28.76 in 3Q 2021). Revenue: JP¥9.18b (up 24% from 3Q 2021). Net income: JP¥3.04b (up 41% from 3Q 2021). Profit margin: 33% (up from 29% 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 fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Price Target Changed • Jan 15Price target decreased to JP¥6,650Down from JP¥7,157, the current price target is provided by 1 analyst. New target price is 50% above last closing price of JP¥4,435. Stock is down 36% over the past year. The company posted earnings per share of JP¥129 last year.Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥37.89 (vs JP¥31.78 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥8.58b (up 19% from 2Q 2021). Net income: JP¥2.85b (up 19% from 2Q 2021). Profit margin: 33% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Inaugural dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 24 November 2021. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.3%.Reported Earnings • Jul 23First quarter 2022 earnings released: EPS JP¥31.50 (vs JP¥24.92 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥7.69b (up 17% from 1Q 2021). Net income: JP¥2.37b (up 26% from 1Q 2021). Profit margin: 31% (up from 28% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Jun 24Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Reported Earnings • Apr 25Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 23 June 2021. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.3%.Is New 90 Day High Low • Feb 17New 90-day low: JP¥6,380The company is down 7.0% from its price of JP¥6,850 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period.Reported Earnings • Feb 09Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥28.76 (vs JP¥25.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.業績と収益の成長予測TSE:4733 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202972,79026,51328,14029,826103/31/202864,90223,14325,06826,736113/31/202757,93620,03523,92925,285116/30/202653,08118,93618,35219,598N/A3/31/202651,40018,13215,81717,372N/A12/31/202550,09817,02115,13816,816N/A9/30/202549,17716,82314,92316,533N/A6/30/202547,90916,29815,61616,750N/A3/31/202546,98416,18216,48617,670N/A12/31/202446,28515,91418,24919,078N/A9/30/202445,20415,37019,82020,441N/A6/30/202444,03615,02819,35319,911N/A3/31/202441,95413,84122,39523,259N/A12/31/202339,45213,11120,02820,959N/A9/30/202336,96811,98817,80318,736N/A6/30/202334,50511,10316,56917,505N/A3/31/202333,70411,03315,13515,449N/A12/31/202233,99711,12515,68216,148N/A9/30/202234,71611,74315,83416,423N/A6/30/202235,41212,14316,00616,662N/A3/31/202234,75711,81115,36316,053N/A12/31/202133,50111,50312,93413,969N/A9/30/202131,73710,62412,25213,166N/A6/30/202130,34310,16511,21012,065N/A3/31/202129,2529,67011,13911,918N/A12/31/202028,4379,12711,38611,763N/A9/30/202028,1948,87011,22811,712N/A6/30/202029,1049,37212,04712,583N/A3/31/202030,0689,957N/A12,488N/A12/31/201931,1079,439N/A12,912N/A9/30/201932,16710,466N/A13,329N/A6/30/201931,1179,869N/A12,193N/A3/31/201929,52510,070N/A11,823N/A12/31/201827,76210,562N/A9,883N/A9/30/201825,5559,416N/A8,778N/A6/30/201824,1718,869N/A7,899N/A3/31/201823,5138,172N/A8,115N/A12/31/201723,3157,714N/A8,220N/A9/30/201723,2607,902N/A8,575N/A6/30/201723,3548,118N/A8,655N/A3/31/201723,2907,669N/A8,676N/A12/31/201623,0467,348N/A8,859N/A9/30/201622,5856,943N/A9,279N/A6/30/201622,4696,901N/A9,661N/A3/31/201621,9126,834N/A9,552N/A12/31/201521,6846,743N/A8,594N/A9/30/201521,1446,897N/A7,203N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4733の予測収益成長率 (年間10.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 4733の収益 ( 10.5% ) はJP市場 ( 9.5% ) よりも速いペースで成長すると予測されています。高成長収益: 4733の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 4733の収益 ( 10.9% ) JP市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 4733の収益 ( 10.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4733の 自己資本利益率 は、3年後には低くなると予測されています ( 13.1 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2026/08/05 03:35終値2026/08/05 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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OBIC Business Consultants Co., Ltd. 11 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。18 アナリスト機関Yuki KanekoBofA Global ResearchMoriya KoketsuCitigroup IncHideo NodaCLSA15 その他のアナリストを表示
Price Target Changed • Sep 24Price target increased by 7.8% to JP¥9,929Up from JP¥9,214, the current price target is an average from 7 analysts. New target price is 11% above last closing price of JP¥8,972. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥215 last year.
Price Target Changed • Jan 15Price target decreased to JP¥6,650Down from JP¥7,157, the current price target is provided by 1 analyst. New target price is 50% above last closing price of JP¥4,435. Stock is down 36% over the past year. The company posted earnings per share of JP¥129 last year.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥8,427, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Software industry in Japan. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,464 per share.
Declared Dividend • Jul 25Dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 29th September 2026 Payment date: 17th November 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (1% earnings payout ratio) and cash flows (53% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 23First quarter 2027 earnings released: EPS: JP¥64.87 (vs JP¥54.19 in 1Q 2026)First quarter 2027 results: EPS: JP¥64.87 (up from JP¥54.19 in 1Q 2026). Revenue: JP¥13.8b (up 14% from 1Q 2026). Net income: JP¥4.88b (up 20% from 1Q 2026). Profit margin: 35% (up from 34% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% 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 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 20OBIC Business Consultants Co., Ltd. to Report Q1, 2027 Results on Jul 22, 2026OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2027 results on Jul 22, 2026
Buy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥5,915. The fair value is estimated to be JP¥7,413, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Buy Or Sell Opportunity • May 25Now 20% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥5,979. The fair value is estimated to be JP¥7,514, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.
Reported Earnings • Apr 22Full year 2026 earnings released: EPS: JP¥241 (vs JP¥215 in FY 2025)Full year 2026 results: EPS: JP¥241 (up from JP¥215 in FY 2025). Revenue: JP¥51.4b (up 9.4% from FY 2025). Net income: JP¥18.1b (up 12% from FY 2025). Profit margin: 35% (in line with FY 2025). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 1.3% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
New Risk • Feb 26New 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 5.8% 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: Major Risk High level of non-cash earnings (53% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).
分析記事 • Feb 04OBIC Business Consultants Co., Ltd. (TSE:4733) Stocks Pounded By 31% But Not Lagging Market On Growth Or PricingOBIC Business Consultants Co., Ltd. ( TSE:4733 ) shareholders that were waiting for something to happen have been dealt...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥5,807, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Software industry in Japan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,473 per share.
分析記事 • Feb 02OBIC Business Consultants' (TSE:4733) Profits May Not Reveal Underlying IssuesThe market shrugged off OBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) solid earnings report. We think that...
分析記事 • Jan 28OBIC Business Consultants (TSE:4733) Has Announced That It Will Be Increasing Its Dividend To ¥58.00OBIC Business Consultants Co., Ltd. ( TSE:4733 ) has announced that it will be increasing its dividend from last year's...
お知らせ • Jan 28OBIC Business Consultants Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending March 2026OBIC Business Consultants Co., Ltd. at a meeting of its Board of Directors held on January 26, 2026, it resolved to revise its forecast for dividend per share for the fiscal year ending March 2026. For the year, the company expects dividend of JPY 58.00 per share compare to JPY 53.00 per share a year ago. Reason for revision to dividend forecasts: The Company's dividend policy is to maintain stable returns to shareholders over the long term. For the time being, the company plan to achieve stable returns to shareholders over the long term with a payout ratio of approximately 45%. With regard to the dividend forecast for the fiscal year ending March 2026, the company have decided to increase the year-end dividend by JPY 5 per share to JPY 58, and to increase the annual dividend to JPY 111, considering the above policy and trends in business performance, etc. comprehensively.
Reported Earnings • Jan 27Third quarter 2026 earnings released: EPS: JP¥57.04 (vs JP¥54.41 in 3Q 2025)Third quarter 2026 results: EPS: JP¥57.04 (up from JP¥54.41 in 3Q 2025). Revenue: JP¥12.9b (up 7.7% from 3Q 2025). Net income: JP¥4.29b (up 4.8% from 3Q 2025). Profit margin: 33% (in line with 3Q 2025). Revenue is forecast to grow 11% 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 16% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Dec 26Is OBIC Business Consultants Co., Ltd. (TSE:4733) Worth JP¥8.5k Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥6,334...
お知らせ • Dec 24OBIC Business Consultants Co., Ltd. to Report Q3, 2026 Results on Jan 26, 2026OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2026 results on Jan 26, 2026
分析記事 • Dec 11The Return Trends At OBIC Business Consultants (TSE:4733) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Declared Dividend • Nov 18First half dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 30th March 2026 Payment date: 24th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥55.86 (vs JP¥48.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥55.86 (up from JP¥48.89 in 2Q 2025). Revenue: JP¥12.8b (up 11% from 2Q 2025). Net income: JP¥4.20b (up 14% from 2Q 2025). Profit margin: 33% (up from 32% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 25OBIC Business Consultants Co., Ltd. to Report Q2, 2026 Results on Oct 28, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2026 results on Oct 28, 2025
Price Target Changed • Sep 24Price target increased by 7.8% to JP¥9,929Up from JP¥9,214, the current price target is an average from 7 analysts. New target price is 11% above last closing price of JP¥8,972. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥215 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 18 November 2025. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
分析記事 • Aug 30Should You Be Adding OBIC Business Consultants (TSE:4733) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Aug 12OBIC Business Consultants Co., Ltd. (TSE:4733) Not Lagging Market On Growth Or PricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider OBIC...
Reported Earnings • Jul 24First quarter 2026 earnings released: EPS: JP¥54.19 (vs JP¥52.65 in 1Q 2025)First quarter 2026 results: EPS: JP¥54.19 (up from JP¥52.65 in 1Q 2025). Revenue: JP¥12.2b (up 8.2% from 1Q 2025). Net income: JP¥4.07b (up 2.9% from 1Q 2025). Profit margin: 34% (down from 35% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 12OBIC Business Consultants' (TSE:4733) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024)Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% 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 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 21OBIC Business Consultants Co., Ltd. to Report Q1, 2026 Results on Jul 23, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025
分析記事 • May 09A Look At The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights The projected fair value for OBIC Business Consultants is JP¥6,937 based on 2 Stage Free Cash Flow to...
Reported Earnings • Apr 23Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024)Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025.
分析記事 • Apr 15Should You Be Adding OBIC Business Consultants (TSE:4733) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Mar 27OBIC Business Consultants Co., Ltd.'s (TSE:4733) Shareholders Might Be Looking For ExitWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider OBIC...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
お知らせ • Mar 15OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2025OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2025
分析記事 • Feb 16We Like These Underlying Return On Capital Trends At OBIC Business Consultants (TSE:4733)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Jan 31Shareholders Can Be Confident That OBIC Business Consultants' (TSE:4733) Earnings Are High QualityOBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) strong earnings report was rewarded with a positive stock price...
Reported Earnings • Jan 27Third quarter 2025 earnings released: EPS: JP¥54.41 (vs JP¥47.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.41 (up from JP¥47.17 in 3Q 2024). Revenue: JP¥12.0b (up 9.9% from 3Q 2024). Net income: JP¥4.09b (up 15% from 3Q 2024). Profit margin: 34% (up from 32% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Japan. 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 21% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 23A Look At The Fair Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥7,542 With...
お知らせ • Dec 19OBIC Business Consultants Co., Ltd. to Report Q3, 2025 Results on Jan 24, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2025 results on Jan 24, 2025
分析記事 • Dec 18Here's Why We Think OBIC Business Consultants (TSE:4733) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Dec 03Investor Optimism Abounds OBIC Business Consultants Co., Ltd. (TSE:4733) But Growth Is LackingOBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) price-to-earnings (or "P/E") ratio of 35.3x might make it look like...
Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥48.89 (vs JP¥44.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥48.89 (up from JP¥44.34 in 2Q 2024). Revenue: JP¥11.5b (up 11% from 2Q 2024). Net income: JP¥3.68b (up 10% from 2Q 2024). Profit margin: 32% (in line with 2Q 2024). Revenue is forecast to grow 9.0% 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 10% per year whereas the company’s share price has increased by 8% per year.
分析記事 • Oct 21Estimating The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥7,930...
分析記事 • Oct 05The Returns At OBIC Business Consultants (TSE:4733) Aren't GrowingThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
お知らせ • Sep 21OBIC Business Consultants Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 20 November 2024. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.2%).
分析記事 • Sep 19If EPS Growth Is Important To You, OBIC Business Consultants (TSE:4733) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Sep 03Subdued Growth No Barrier To OBIC Business Consultants Co., Ltd. (TSE:4733) With Shares Advancing 28%OBIC Business Consultants Co., Ltd. ( TSE:4733 ) shareholders would be excited to see that the share price has had a...
Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥52.64 (vs JP¥36.85 in 1Q 2024)First quarter 2025 results: EPS: JP¥52.64 (up from JP¥36.85 in 1Q 2024). Revenue: JP¥11.2b (up 23% from 1Q 2024). Net income: JP¥3.96b (up 43% from 1Q 2024). Profit margin: 35% (up from 30% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% 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 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Part-Time Outside Auditor Tomonori Anan was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • Jun 27Returns On Capital At OBIC Business Consultants (TSE:4733) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Jun 26OBIC Business Consultants Co., Ltd. to Report Q1, 2025 Results on Jul 24, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2025 results on Jul 24, 2024
分析記事 • Jun 12Do OBIC Business Consultants' (TSE:4733) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • May 10Calculating The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights The projected fair value for OBIC Business Consultants is JP¥7,434 based on 2 Stage Free Cash Flow to...
お知らせ • Apr 26OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024.
Reported Earnings • Apr 24Full year 2024 earnings released: EPS: JP¥184 (vs JP¥147 in FY 2023)Full year 2024 results: EPS: JP¥184 (up from JP¥147 in FY 2023). Revenue: JP¥42.0b (up 25% from FY 2023). Net income: JP¥13.8b (up 26% from FY 2023). Profit margin: 33% (in line with FY 2023). Revenue is forecast to grow 9.5% 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 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 27OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2024OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).
分析記事 • Mar 18OBIC Business Consultants (TSE:4733) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
分析記事 • Feb 29Do OBIC Business Consultants' (TSE:4733) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: JP¥47.17 (vs JP¥32.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.17 (up from JP¥32.23 in 3Q 2023). Revenue: JP¥10.9b (up 29% from 3Q 2023). Net income: JP¥3.55b (up 46% from 3Q 2023). Profit margin: 32% (up from 29% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 20OBIC Business Consultants Co., Ltd. to Report Q3, 2024 Results on Jan 24, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2024 results on Jan 24, 2024
Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥44.34 (vs JP¥32.57 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.34 (up from JP¥32.57 in 2Q 2023). Revenue: JP¥10.3b (up 31% from 2Q 2023). Net income: JP¥3.33b (up 36% from 2Q 2023). Profit margin: 32% (up from 31% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 24OBIC Business Consultants Co., Ltd. to Report Q2, 2024 Results on Oct 24, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2024 results on Oct 24, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 21 November 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).
Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: JP¥36.85 (vs JP¥35.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.85 (up from JP¥35.92 in 1Q 2023). Revenue: JP¥9.14b (up 9.6% from 1Q 2023). Net income: JP¥2.77b (up 2.6% from 1Q 2023). Profit margin: 30% (down from 32% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 22OBIC Business Consultants Co., Ltd. to Report Q1, 2024 Results on Jul 25, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2024 results on Jul 25, 2023
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: JP¥147 (vs JP¥157 in FY 2022)Full year 2023 results: EPS: JP¥147 (down from JP¥157 in FY 2022). Revenue: JP¥33.7b (down 3.0% from FY 2022). Net income: JP¥11.0b (down 6.6% from FY 2022). Profit margin: 33% (down from 34% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥32.23 (vs JP¥40.46 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.23 (down from JP¥40.46 in 3Q 2022). Revenue: JP¥8.46b (down 7.8% from 3Q 2022). Net income: JP¥2.42b (down 20% from 3Q 2022). Profit margin: 29% (down from 33% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 24OBIC Business Consultants Co., Ltd. to Report Q3, 2023 Results on Jan 24, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2023 results on Jan 24, 2023
Buying Opportunity • Oct 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be JP¥5,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 11%.
Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥32.57 (vs JP¥37.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.57 (down from JP¥37.89 in 2Q 2022). Revenue: JP¥7.88b (down 8.1% from 2Q 2022). Net income: JP¥2.45b (down 14% from 2Q 2022). Profit margin: 31% (down from 33% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 28OBIC Business Consultants Co., Ltd. to Report Q2, 2023 Results on Oct 25, 2022OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2023 results on Oct 25, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. The company last paid an ordinary dividend in October 2011. The average dividend yield among industry peers is 1.8%.
Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥5,809, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 9.5%.
Buying Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock is up 6.1%. The fair value is estimated to be JP¥5,830, 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 9.5%.
Reported Earnings • Jul 22First quarter 2023 earnings released: EPS: JP¥35.92 (vs JP¥31.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.92 (up from JP¥31.50 in 1Q 2022). Revenue: JP¥8.34b (up 8.5% from 1Q 2022). Net income: JP¥2.70b (up 14% from 1Q 2022). Profit margin: 32% (up from 31% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥4,670, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 2.6% over the past three years.
お知らせ • Jun 22OBIC Business Consultants Co., Ltd. to Report Q1, 2023 Results on Jul 21, 2022OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2023 results on Jul 21, 2022
Buying Opportunity • Jun 14Now 21% undervaluedOver the last 90 days, the stock is up 6.0%. The fair value is estimated to be JP¥5,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%.
Buying Opportunity • May 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be JP¥5,424, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%.
Reported Earnings • Apr 27Full year 2022 earnings released: EPS: JP¥157 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥157 (up from JP¥129 in FY 2021). Revenue: JP¥34.8b (up 19% from FY 2021). Net income: JP¥11.8b (up 22% from FY 2021). Profit margin: 34% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Apr 23OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022.
お知らせ • Apr 08OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2022 Results on Apr 21, 2022OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2022 results on Apr 21, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 22 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).
Reported Earnings • Jan 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥40.46 (up from JP¥28.76 in 3Q 2021). Revenue: JP¥9.18b (up 24% from 3Q 2021). Net income: JP¥3.04b (up 41% from 3Q 2021). Profit margin: 33% (up from 29% 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 fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Price Target Changed • Jan 15Price target decreased to JP¥6,650Down from JP¥7,157, the current price target is provided by 1 analyst. New target price is 50% above last closing price of JP¥4,435. Stock is down 36% over the past year. The company posted earnings per share of JP¥129 last year.
Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥37.89 (vs JP¥31.78 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥8.58b (up 19% from 2Q 2021). Net income: JP¥2.85b (up 19% from 2Q 2021). Profit margin: 33% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Inaugural dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 24 November 2021. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.3%.
Reported Earnings • Jul 23First quarter 2022 earnings released: EPS JP¥31.50 (vs JP¥24.92 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥7.69b (up 17% from 1Q 2021). Net income: JP¥2.37b (up 26% from 1Q 2021). Profit margin: 31% (up from 28% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 24Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 25Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 23 June 2021. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.3%.
Is New 90 Day High Low • Feb 17New 90-day low: JP¥6,380The company is down 7.0% from its price of JP¥6,850 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period.
Reported Earnings • Feb 09Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥28.76 (vs JP¥25.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.