View Future GrowthDentsu Soken 過去の業績過去 基準チェック /36Dentsu Sokenは、平均年間14.3%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間11.8% 9.2%収益成長率で 成長しています。 Dentsu Sokenの自己資本利益率は16.7%であり、純利益率は10%です。主要情報14.31%収益成長率14.34%EPS成長率IT 業界の成長14.26%収益成長率9.22%株主資本利益率16.75%ネット・マージン10.04%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Apr 29First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: JP¥23.81 (up from JP¥21.05 in 1Q 2025). Revenue: JP¥43.8b (up 8.9% from 1Q 2025). Net income: JP¥4.65b (up 13% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026お知らせ • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥61.97 (up from JP¥43.43 in 3Q 2024). Revenue: JP¥40.9b (up 7.7% from 3Q 2024). Net income: JP¥4.03b (up 43% from 3Q 2024). Profit margin: 9.9% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: JP¥54.92 (vs JP¥48.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥54.92 (up from JP¥48.10 in 2Q 2024). Revenue: JP¥40.0b (up 7.7% from 2Q 2024). Net income: JP¥3.58b (up 14% from 2Q 2024). Profit margin: 8.9% (up from 8.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.すべての更新を表示Recent updatesBoard Change • May 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer of Business Management & Director Makoto Senoo was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Apr 30Here's What Analysts Are Forecasting For Dentsu Soken Inc. (TSE:4812) After Its First-Quarter ResultsLast week saw the newest quarterly earnings release from Dentsu Soken Inc. ( TSE:4812 ), an important milestone in the...Reported Earnings • Apr 29First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: JP¥23.81 (up from JP¥21.05 in 1Q 2025). Revenue: JP¥43.8b (up 8.9% from 1Q 2025). Net income: JP¥4.65b (up 13% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Price Target Changed • Apr 21Price target decreased by 9.2% to JP¥2,150Down from JP¥2,367, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,206. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥92.97 for next year compared to JP¥83.83 last year.Declared Dividend • Apr 11Final dividend of JP¥22.50 announcedShareholders will receive a dividend of JP¥22.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (143% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 59% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026Board Change • Mar 03High number of new directorsOutside Independent Director Reiko Yasue was the last director to join the board, commencing their role in 2025.お知らせ • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.お知らせ • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026Price Target Changed • Nov 27Price target increased by 7.8% to JP¥7,833Up from JP¥7,267, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,900. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥255 for next year compared to JP¥232 last year.分析記事 • Nov 21Are Dentsu Soken Inc. (TSE:4812) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Dentsu Soken is JP¥6,184 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Nov 01Dentsu Soken Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 9.8% to close at JP¥7,640 following the...Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥61.97 (up from JP¥43.43 in 3Q 2024). Revenue: JP¥40.9b (up 7.7% from 3Q 2024). Net income: JP¥4.03b (up 43% from 3Q 2024). Profit margin: 9.9% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 increased by 19% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 27Dentsu Soken Inc.'s (TSE:4812) Share Price Not Quite Adding UpDentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 29.7x might make it look like a strong sell...Buy Or Sell Opportunity • Oct 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥6,960. The fair value is estimated to be JP¥5,785, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 9.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.Price Target Changed • Sep 17Price target increased by 7.7% to JP¥7,267Up from JP¥6,750, the current price target is an average from 3 analysts. New target price is 11% above last closing price of JP¥6,550. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥252 for next year compared to JP¥232 last year.分析記事 • Sep 02Dentsu Soken's (TSE:4812) Dividend Will Be ¥58.00Dentsu Soken Inc. ( TSE:4812 ) will pay a dividend of ¥58.00 on the 25th of March. This takes the dividend yield to...Declared Dividend • Sep 02First half dividend of JP¥58.00 announcedShareholders will receive a dividend of JP¥58.00. Ex-date: 29th December 2025 Payment date: 25th March 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 19Does This Valuation Of Dentsu Soken Inc. (TSE:4812) Imply Investors Are Overpaying?Key Insights The projected fair value for Dentsu Soken is JP¥5,097 based on 2 Stage Free Cash Flow to Equity Dentsu...お知らせ • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025分析記事 • Aug 01Dentsu Soken Inc. (TSE:4812) Just Reported Interim Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Dentsu Soken Inc. ( TSE:4812 ) shareholders, because the company has just released its latest...Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: JP¥54.92 (vs JP¥48.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥54.92 (up from JP¥48.10 in 2Q 2024). Revenue: JP¥40.0b (up 7.7% from 2Q 2024). Net income: JP¥3.58b (up 14% from 2Q 2024). Profit margin: 8.9% (up from 8.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.Buy Or Sell Opportunity • Jul 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥6,370. The fair value is estimated to be JP¥5,185, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.Upcoming Dividend • Jun 20Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).Buy Or Sell Opportunity • Jun 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to JP¥6,700. The fair value is estimated to be JP¥5,555, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.分析記事 • May 17Dentsu Soken (TSE:4812) Is Paying Out A Larger Dividend Than Last YearDentsu Soken Inc.'s ( TSE:4812 ) dividend will be increasing from last year's payment of the same period to ¥58.00 on...Buy Or Sell Opportunity • May 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.5% to JP¥6,870. The fair value is estimated to be JP¥5,667, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,670, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,668 per share.分析記事 • May 03Dentsu Soken (TSE:4812) Will Pay A Larger Dividend Than Last Year At ¥58.00Dentsu Soken Inc. ( TSE:4812 ) will increase its dividend from last year's comparable payment on the 2nd of September...お知らせ • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025分析記事 • May 02Dentsu Soken Inc. (TSE:4812) Just Released Its First-Quarter Earnings: Here's What Analysts ThinkShareholders might have noticed that Dentsu Soken Inc. ( TSE:4812 ) filed its first-quarter result this time last week...Reported Earnings • May 01First quarter 2025 earnings released: EPS: JP¥63.14 (vs JP¥63.29 in 1Q 2024)First quarter 2025 results: EPS: JP¥63.14 (down from JP¥63.29 in 1Q 2024). Revenue: JP¥40.2b (up 8.5% from 1Q 2024). Net income: JP¥4.11b (flat on 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. 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 14% per year.分析記事 • Apr 11Dentsu Soken's (TSE:4812) Shareholders Will Receive A Bigger Dividend Than Last YearDentsu Soken Inc. ( TSE:4812 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Apr 11Final dividend of JP¥58.00 announcedShareholders will receive a dividend of JP¥58.00. Ex-date: 27th June 2025 Payment date: 2nd September 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Apr 08High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Outside Independent Director Reiko Yasue was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Apr 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to JP¥5,870. The fair value is estimated to be JP¥4,823, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.分析記事 • Mar 31Dentsu Soken's (TSE:4812) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from Dentsu Soken Inc. ( TSE:4812 ) despite the...Reported Earnings • Mar 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥232 (up from JP¥225 in FY 2023). Revenue: JP¥152.6b (up 7.0% from FY 2023). Net income: JP¥15.1b (up 3.1% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.お知らせ • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025Price Target Changed • Feb 26Price target increased by 11% to JP¥7,533Up from JP¥6,775, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥6,080. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥260 for next year compared to JP¥232 last year.分析記事 • Feb 15Dentsu Soken Inc. Just Recorded A 7.2% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 7.1% to close at JP¥6,650 following the...Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥232 (up from JP¥225 in FY 2023). Revenue: JP¥152.6b (up 7.0% from FY 2023). Net income: JP¥15.1b (up 3.1% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025.お知らせ • Jan 30Dentsu Soken Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company revised Net sales from JPY 152,000 million to JPY 152,642 million, Operating profit from JPY 20,000 million to JPY 21,039 million. Net profit from JPY 14,000 million to JPY 15,117 million. Net profit per Share from JPY 215.14 to JPY 232.32. Reasons for the Revision: Net sales are expected to exceed the forecast in both the Business Solutions segment and the Manufacturing Solutions segment. Regarding profits, due to the effects of increased sales and an increase in the gross profit margin, all stages of profit are expected to exceed the previous forecast.分析記事 • Jan 28Estimating The Intrinsic Value Of Dentsu Soken Inc. (TSE:4812)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dentsu Soken fair value estimate is JP¥6,784 Dentsu Soken's...分析記事 • Jan 09Earnings Tell The Story For Dentsu Soken Inc. (TSE:4812)Dentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 26.5x might make it look like a strong sell...Upcoming Dividend • Dec 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 25 March 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).お知らせ • Dec 04Dentsu Soken Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025Dentsu Soken Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025分析記事 • Nov 20Returns On Capital Are A Standout For Dentsu Soken (TSE:4812)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Major Estimate Revision • Nov 20Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥156.1b to JP¥152.0b. EPS estimate also fell from JP¥251 per share to JP¥215 per share. Net income forecast to grow 14% next year vs 16% growth forecast for IT industry in Japan. Consensus price target down from JP¥6,867 to JP¥6,575. Share price fell 3.7% to JP¥5,250 over the past week.Reported Earnings • Nov 02Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥43.43 (down from JP¥52.13 in 3Q 2023). Revenue: JP¥38.0b (up 7.3% from 3Q 2023). Net income: JP¥2.83b (down 17% from 3Q 2023). Profit margin: 7.4% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 07Dentsu Soken Inc. (TSE:4812) Shares Could Be 23% Below Their Intrinsic Value EstimateKey Insights Dentsu Soken's estimated fair value is JP¥7,481 based on 2 Stage Free Cash Flow to Equity Current share...Buy Or Sell Opportunity • Aug 28Now 20% undervaluedOver the last 90 days, the stock has risen 16% to JP¥5,920. The fair value is estimated to be JP¥7,446, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.分析記事 • Aug 20Investors Interested In Dentsu Soken Inc.'s (TSE:4812) EarningsDentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 25.9x might make it look like a strong sell...お知らせ • Aug 05Dentsu Soken Inc. to Report Q3, 2024 Results on Oct 31, 2024Dentsu Soken Inc. announced that they will report Q3, 2024 results on Oct 31, 2024分析記事 • Aug 02Returns On Capital Are A Standout For Dentsu Soken (TSE:4812)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥48.10 (vs JP¥55.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.10 (down from JP¥55.46 in 2Q 2023). Revenue: JP¥37.1b (up 5.9% from 2Q 2023). Net income: JP¥3.13b (down 13% from 2Q 2023). Profit margin: 8.4% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).分析記事 • Jun 13Dentsu Soken (TSE:4812) Will Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...お知らせ • Jun 13Dentsu Soken Inc. to Report Q2, 2024 Results on Jul 31, 2024Dentsu Soken Inc. announced that they will report Q2, 2024 results on Jul 31, 2024分析記事 • May 23Dentsu Soken's (TSE:4812) Dividend Will Be ¥54.00Dentsu Soken Inc.'s ( TSE:4812 ) investors are due to receive a payment of ¥54.00 per share on 2nd of September. This...分析記事 • May 09Dentsu Soken (TSE:4812) Will Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...Reported Earnings • Apr 28First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: JP¥63.29 (up from JP¥58.97 in 1Q 2023). Revenue: JP¥37.1b (up 6.7% from 1Q 2023). Net income: JP¥4.12b (up 7.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.分析記事 • Apr 25Dentsu Soken (TSE:4812) Is Due To Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...分析記事 • Apr 11Dentsu Soken (TSE:4812) Has Announced A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 28Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 26Dentsu Soken (TSE:4812) Is Very Good At Capital AllocationDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2024 Results on Apr 26, 2024Dentsu Soken Inc. announced that they will report Q1, 2024 results on Apr 26, 2024分析記事 • Mar 05A Look At The Fair Value Of Dentsu Soken Inc. (TSE:4812)Key Insights The projected fair value for Dentsu Soken is JP¥5,151 based on 2 Stage Free Cash Flow to Equity With...お知らせ • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.Reported Earnings • Feb 16Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14Dentsu Soken Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided year-end dividend guidance for the fiscal year ending December 31, 2024. For the year, the company expects to pay year-end dividend of ¥54.00 per share compared to ¥56.00 per share for the same period last year.Upcoming Dividend • Dec 21Upcoming dividend of JP¥47.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).お知らせ • Dec 05Information Services International-Dentsu, Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024Buying Opportunity • Dec 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥6,140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.お知らせ • Nov 30Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: JP¥52.13 (vs JP¥39.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥52.13 (up from JP¥39.13 in 3Q 2022). Revenue: JP¥35.4b (up 9.5% from 3Q 2022). Net income: JP¥3.39b (up 33% from 3Q 2022). Profit margin: 9.6% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be JP¥6,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Price Target Changed • Aug 09Price target increased by 7.1% to JP¥6,567Up from JP¥6,133, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥5,580. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥230 for next year compared to JP¥194 last year.お知らせ • Aug 03Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Oct 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Aug 01Second quarter 2023 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2023 results: EPS: JP¥55.46 (up from JP¥46.00 in 2Q 2022). Revenue: JP¥35.1b (up 11% from 2Q 2022). Net income: JP¥3.61b (up 21% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.お知らせ • Jul 23Information Services International-Dentsu, Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023Information Services International-Dentsu, Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Net sales from JPY 67,130 million to JPY 69,849 million, Operating profit from JPY 9,730 million to JPY 10,652 million. Net profit from JPY 6,684 million to JPY 7,446 million. Net profit per Share from JPY 102.73 to JPY 114.44.Price Target Changed • Jul 14Price target increased by 9.5% to JP¥6,133Up from JP¥5,600, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥5,350. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥227 for next year compared to JP¥194 last year.Upcoming Dividend • Jun 22Upcoming dividend of JP¥44.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.6%).お知らせ • May 28Information Services International-Dentsu, Ltd. to Report Q2, 2023 Results on Jul 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023Board Change • Apr 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior MD, Manager of Communication IT Business Department & Director Shinichi Ogane was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 29Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Japan.Price Target Changed • Mar 14Price target increased by 7.2% to JP¥5,967Up from JP¥5,567, the current price target is an average from 3 analysts. New target price is 25% above last closing price of JP¥4,760. Stock is up 32% over the past year. The company is forecast to post earnings per share of JP¥229 for next year compared to JP¥194 last year.Reported Earnings • Feb 12Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥194 (up from JP¥137 in FY 2021). Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11Information Services International-Dentsu, Ltd. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending December 31, 2023Information Services International-Dentsu, Ltd. provided consolidated earnings guidance for the first half of 2023 and full year ending December 31, 2023. For the first half, the company expects net sales of ¥67,130 million, operating profit of ¥9,730 million, profit of ¥6,684 million and EPS of ¥102.73.For the year, the company expects net sales of ¥137,000 million, operating profit of ¥20,000 million, profit of ¥14,000 million and EPS of ¥215.16.お知らせ • Feb 10+ 1 more updateInformation Services International-Dentsu, Ltd. Declares Dividend for the Fourth Quarter Ended December 31, 2022, Payable on March 27, 2023; Provides Dividend Guidance for the Second Quarter of 2023Information Services International-Dentsu, Ltd. declared a dividend of ¥45.00 per share for the fourth quarter ended December 31, 2022. The dividend payable on March 27, 2023.For the second quarter, the company expects to pay dividend of ¥44.00 against ¥33.00 paid last year.Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 March 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).お知らせ • Dec 06Information Services International-Dentsu, Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023お知らせ • Dec 01Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023. Agenda: To consider Purpose of Transition; to consider Timing of Transition;.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥39.13 (vs JP¥31.15 in 3Q 2021)Third quarter 2022 results: EPS: JP¥39.13 (up from JP¥31.15 in 3Q 2021). Revenue: JP¥32.4b (up 26% from 3Q 2021). Net income: JP¥2.55b (up 25% from 3Q 2021). Profit margin: 7.9% (in line with 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.収支内訳Dentsu Soken 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:4812 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26168,44116,90438,175031 Dec 25164,86516,36537,487030 Sep 25161,56216,75936,646030 Jun 25158,64615,55336,491031 Mar 25155,78715,10835,892031 Dec 24152,64215,11735,083030 Sep 24149,57213,89934,406030 Jun 24146,99414,46532,557031 Mar 24144,92814,94431,463031 Dec 23142,60814,66330,752030 Sep 23140,51313,86230,670030 Jun 23137,44513,01629,765031 Mar 23133,85112,40229,320031 Dec 22129,05412,59828,223030 Sep 22126,00912,09627,427030 Jun 22119,25011,58027,245031 Mar 22114,57210,45626,507031 Dec 21112,0858,94426,479030 Sep 21108,3817,76625,887030 Jun 21107,9527,24225,710031 Mar 21109,8087,82325,590031 Dec 20108,6797,36225,300030 Sep 20107,8987,08425,279030 Jun 20106,5147,32624,662031 Mar 20104,0106,54324,098031 Dec 19100,6796,22623,497030 Sep 1999,3626,55922,752030 Jun 1997,1235,95822,472031 Mar 1992,8425,39222,044031 Dec 1891,0245,18721,884030 Sep 1888,8235,46720,878030 Jun 1885,9844,27820,780031 Mar 1884,7394,59320,424031 Dec 1783,4234,43820,219030 Sep 1781,2114,13120,220030 Jun 1780,7304,85419,831031 Mar 1779,5574,35819,698031 Dec 1679,7834,58019,638031 Dec 1581,2434,50719,252030 Sep 1580,2092,97418,367030 Jun 1579,8102,52718,1930質の高い収益: 4812は 高品質の収益 を持っています。利益率の向上: 4812の現在の純利益率 (10%)は、昨年(9.7%)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: 4812の収益は過去 5 年間で年間14.3%増加しました。成長の加速: 4812の過去 1 年間の収益成長率 ( 11.9% ) は、5 年間の平均 ( 年間14.3%を下回っています。収益対業界: 4812の過去 1 年間の収益成長率 ( 11.9% ) IT業界14%を上回りませんでした。株主資本利益率高いROE: 4812の 自己資本利益率 ( 16.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 22:51終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31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Dentsu Soken Inc. 3 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。11 アナリスト機関Jay DefibaughCLSAnull nullCLSAHideo NodaCLSA8 その他のアナリストを表示
Reported Earnings • Apr 29First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: JP¥23.81 (up from JP¥21.05 in 1Q 2025). Revenue: JP¥43.8b (up 8.9% from 1Q 2025). Net income: JP¥4.65b (up 13% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026
お知らせ • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥61.97 (up from JP¥43.43 in 3Q 2024). Revenue: JP¥40.9b (up 7.7% from 3Q 2024). Net income: JP¥4.03b (up 43% from 3Q 2024). Profit margin: 9.9% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: JP¥54.92 (vs JP¥48.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥54.92 (up from JP¥48.10 in 2Q 2024). Revenue: JP¥40.0b (up 7.7% from 2Q 2024). Net income: JP¥3.58b (up 14% from 2Q 2024). Profit margin: 8.9% (up from 8.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
Board Change • May 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer of Business Management & Director Makoto Senoo was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 30Here's What Analysts Are Forecasting For Dentsu Soken Inc. (TSE:4812) After Its First-Quarter ResultsLast week saw the newest quarterly earnings release from Dentsu Soken Inc. ( TSE:4812 ), an important milestone in the...
Reported Earnings • Apr 29First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: JP¥23.81 (up from JP¥21.05 in 1Q 2025). Revenue: JP¥43.8b (up 8.9% from 1Q 2025). Net income: JP¥4.65b (up 13% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Price Target Changed • Apr 21Price target decreased by 9.2% to JP¥2,150Down from JP¥2,367, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,206. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥92.97 for next year compared to JP¥83.83 last year.
Declared Dividend • Apr 11Final dividend of JP¥22.50 announcedShareholders will receive a dividend of JP¥22.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (143% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 59% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026
Board Change • Mar 03High number of new directorsOutside Independent Director Reiko Yasue was the last director to join the board, commencing their role in 2025.
お知らせ • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.
お知らせ • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026
Price Target Changed • Nov 27Price target increased by 7.8% to JP¥7,833Up from JP¥7,267, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,900. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥255 for next year compared to JP¥232 last year.
分析記事 • Nov 21Are Dentsu Soken Inc. (TSE:4812) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Dentsu Soken is JP¥6,184 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 • Nov 01Dentsu Soken Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 9.8% to close at JP¥7,640 following the...
Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥61.97 (up from JP¥43.43 in 3Q 2024). Revenue: JP¥40.9b (up 7.7% from 3Q 2024). Net income: JP¥4.03b (up 43% from 3Q 2024). Profit margin: 9.9% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 27Dentsu Soken Inc.'s (TSE:4812) Share Price Not Quite Adding UpDentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 29.7x might make it look like a strong sell...
Buy Or Sell Opportunity • Oct 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥6,960. The fair value is estimated to be JP¥5,785, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 9.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
Price Target Changed • Sep 17Price target increased by 7.7% to JP¥7,267Up from JP¥6,750, the current price target is an average from 3 analysts. New target price is 11% above last closing price of JP¥6,550. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥252 for next year compared to JP¥232 last year.
分析記事 • Sep 02Dentsu Soken's (TSE:4812) Dividend Will Be ¥58.00Dentsu Soken Inc. ( TSE:4812 ) will pay a dividend of ¥58.00 on the 25th of March. This takes the dividend yield to...
Declared Dividend • Sep 02First half dividend of JP¥58.00 announcedShareholders will receive a dividend of JP¥58.00. Ex-date: 29th December 2025 Payment date: 25th March 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 19Does This Valuation Of Dentsu Soken Inc. (TSE:4812) Imply Investors Are Overpaying?Key Insights The projected fair value for Dentsu Soken is JP¥5,097 based on 2 Stage Free Cash Flow to Equity Dentsu...
お知らせ • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025
分析記事 • Aug 01Dentsu Soken Inc. (TSE:4812) Just Reported Interim Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Dentsu Soken Inc. ( TSE:4812 ) shareholders, because the company has just released its latest...
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: JP¥54.92 (vs JP¥48.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥54.92 (up from JP¥48.10 in 2Q 2024). Revenue: JP¥40.0b (up 7.7% from 2Q 2024). Net income: JP¥3.58b (up 14% from 2Q 2024). Profit margin: 8.9% (up from 8.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
Buy Or Sell Opportunity • Jul 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥6,370. The fair value is estimated to be JP¥5,185, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).
Buy Or Sell Opportunity • Jun 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to JP¥6,700. The fair value is estimated to be JP¥5,555, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
分析記事 • May 17Dentsu Soken (TSE:4812) Is Paying Out A Larger Dividend Than Last YearDentsu Soken Inc.'s ( TSE:4812 ) dividend will be increasing from last year's payment of the same period to ¥58.00 on...
Buy Or Sell Opportunity • May 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.5% to JP¥6,870. The fair value is estimated to be JP¥5,667, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,670, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,668 per share.
分析記事 • May 03Dentsu Soken (TSE:4812) Will Pay A Larger Dividend Than Last Year At ¥58.00Dentsu Soken Inc. ( TSE:4812 ) will increase its dividend from last year's comparable payment on the 2nd of September...
お知らせ • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025
分析記事 • May 02Dentsu Soken Inc. (TSE:4812) Just Released Its First-Quarter Earnings: Here's What Analysts ThinkShareholders might have noticed that Dentsu Soken Inc. ( TSE:4812 ) filed its first-quarter result this time last week...
Reported Earnings • May 01First quarter 2025 earnings released: EPS: JP¥63.14 (vs JP¥63.29 in 1Q 2024)First quarter 2025 results: EPS: JP¥63.14 (down from JP¥63.29 in 1Q 2024). Revenue: JP¥40.2b (up 8.5% from 1Q 2024). Net income: JP¥4.11b (flat on 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. 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 14% per year.
分析記事 • Apr 11Dentsu Soken's (TSE:4812) Shareholders Will Receive A Bigger Dividend Than Last YearDentsu Soken Inc. ( TSE:4812 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Apr 11Final dividend of JP¥58.00 announcedShareholders will receive a dividend of JP¥58.00. Ex-date: 27th June 2025 Payment date: 2nd September 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Apr 08High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Outside Independent Director Reiko Yasue was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Apr 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to JP¥5,870. The fair value is estimated to be JP¥4,823, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
分析記事 • Mar 31Dentsu Soken's (TSE:4812) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from Dentsu Soken Inc. ( TSE:4812 ) despite the...
Reported Earnings • Mar 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥232 (up from JP¥225 in FY 2023). Revenue: JP¥152.6b (up 7.0% from FY 2023). Net income: JP¥15.1b (up 3.1% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.
お知らせ • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025
Price Target Changed • Feb 26Price target increased by 11% to JP¥7,533Up from JP¥6,775, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥6,080. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥260 for next year compared to JP¥232 last year.
分析記事 • Feb 15Dentsu Soken Inc. Just Recorded A 7.2% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 7.1% to close at JP¥6,650 following the...
Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥232 (up from JP¥225 in FY 2023). Revenue: JP¥152.6b (up 7.0% from FY 2023). Net income: JP¥15.1b (up 3.1% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025.
お知らせ • Jan 30Dentsu Soken Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company revised Net sales from JPY 152,000 million to JPY 152,642 million, Operating profit from JPY 20,000 million to JPY 21,039 million. Net profit from JPY 14,000 million to JPY 15,117 million. Net profit per Share from JPY 215.14 to JPY 232.32. Reasons for the Revision: Net sales are expected to exceed the forecast in both the Business Solutions segment and the Manufacturing Solutions segment. Regarding profits, due to the effects of increased sales and an increase in the gross profit margin, all stages of profit are expected to exceed the previous forecast.
分析記事 • Jan 28Estimating The Intrinsic Value Of Dentsu Soken Inc. (TSE:4812)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dentsu Soken fair value estimate is JP¥6,784 Dentsu Soken's...
分析記事 • Jan 09Earnings Tell The Story For Dentsu Soken Inc. (TSE:4812)Dentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 26.5x might make it look like a strong sell...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 25 March 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
お知らせ • Dec 04Dentsu Soken Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025Dentsu Soken Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025
分析記事 • Nov 20Returns On Capital Are A Standout For Dentsu Soken (TSE:4812)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥156.1b to JP¥152.0b. EPS estimate also fell from JP¥251 per share to JP¥215 per share. Net income forecast to grow 14% next year vs 16% growth forecast for IT industry in Japan. Consensus price target down from JP¥6,867 to JP¥6,575. Share price fell 3.7% to JP¥5,250 over the past week.
Reported Earnings • Nov 02Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥43.43 (down from JP¥52.13 in 3Q 2023). Revenue: JP¥38.0b (up 7.3% from 3Q 2023). Net income: JP¥2.83b (down 17% from 3Q 2023). Profit margin: 7.4% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 07Dentsu Soken Inc. (TSE:4812) Shares Could Be 23% Below Their Intrinsic Value EstimateKey Insights Dentsu Soken's estimated fair value is JP¥7,481 based on 2 Stage Free Cash Flow to Equity Current share...
Buy Or Sell Opportunity • Aug 28Now 20% undervaluedOver the last 90 days, the stock has risen 16% to JP¥5,920. The fair value is estimated to be JP¥7,446, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
分析記事 • Aug 20Investors Interested In Dentsu Soken Inc.'s (TSE:4812) EarningsDentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 25.9x might make it look like a strong sell...
お知らせ • Aug 05Dentsu Soken Inc. to Report Q3, 2024 Results on Oct 31, 2024Dentsu Soken Inc. announced that they will report Q3, 2024 results on Oct 31, 2024
分析記事 • Aug 02Returns On Capital Are A Standout For Dentsu Soken (TSE:4812)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥48.10 (vs JP¥55.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.10 (down from JP¥55.46 in 2Q 2023). Revenue: JP¥37.1b (up 5.9% from 2Q 2023). Net income: JP¥3.13b (down 13% from 2Q 2023). Profit margin: 8.4% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
分析記事 • Jun 13Dentsu Soken (TSE:4812) Will Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...
お知らせ • Jun 13Dentsu Soken Inc. to Report Q2, 2024 Results on Jul 31, 2024Dentsu Soken Inc. announced that they will report Q2, 2024 results on Jul 31, 2024
分析記事 • May 23Dentsu Soken's (TSE:4812) Dividend Will Be ¥54.00Dentsu Soken Inc.'s ( TSE:4812 ) investors are due to receive a payment of ¥54.00 per share on 2nd of September. This...
分析記事 • May 09Dentsu Soken (TSE:4812) Will Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...
Reported Earnings • Apr 28First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: JP¥63.29 (up from JP¥58.97 in 1Q 2023). Revenue: JP¥37.1b (up 6.7% from 1Q 2023). Net income: JP¥4.12b (up 7.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.
分析記事 • Apr 25Dentsu Soken (TSE:4812) Is Due To Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...
分析記事 • Apr 11Dentsu Soken (TSE:4812) Has Announced A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...
Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 28Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 26Dentsu Soken (TSE:4812) Is Very Good At Capital AllocationDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2024 Results on Apr 26, 2024Dentsu Soken Inc. announced that they will report Q1, 2024 results on Apr 26, 2024
分析記事 • Mar 05A Look At The Fair Value Of Dentsu Soken Inc. (TSE:4812)Key Insights The projected fair value for Dentsu Soken is JP¥5,151 based on 2 Stage Free Cash Flow to Equity With...
お知らせ • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.
Reported Earnings • Feb 16Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14Dentsu Soken Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided year-end dividend guidance for the fiscal year ending December 31, 2024. For the year, the company expects to pay year-end dividend of ¥54.00 per share compared to ¥56.00 per share for the same period last year.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥47.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
お知らせ • Dec 05Information Services International-Dentsu, Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024
Buying Opportunity • Dec 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥6,140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
お知らせ • Nov 30Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: JP¥52.13 (vs JP¥39.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥52.13 (up from JP¥39.13 in 3Q 2022). Revenue: JP¥35.4b (up 9.5% from 3Q 2022). Net income: JP¥3.39b (up 33% from 3Q 2022). Profit margin: 9.6% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be JP¥6,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Price Target Changed • Aug 09Price target increased by 7.1% to JP¥6,567Up from JP¥6,133, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥5,580. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥230 for next year compared to JP¥194 last year.
お知らせ • Aug 03Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Oct 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Aug 01Second quarter 2023 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2023 results: EPS: JP¥55.46 (up from JP¥46.00 in 2Q 2022). Revenue: JP¥35.1b (up 11% from 2Q 2022). Net income: JP¥3.61b (up 21% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.
お知らせ • Jul 23Information Services International-Dentsu, Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023Information Services International-Dentsu, Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Net sales from JPY 67,130 million to JPY 69,849 million, Operating profit from JPY 9,730 million to JPY 10,652 million. Net profit from JPY 6,684 million to JPY 7,446 million. Net profit per Share from JPY 102.73 to JPY 114.44.
Price Target Changed • Jul 14Price target increased by 9.5% to JP¥6,133Up from JP¥5,600, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥5,350. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥227 for next year compared to JP¥194 last year.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥44.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.6%).
お知らせ • May 28Information Services International-Dentsu, Ltd. to Report Q2, 2023 Results on Jul 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023
Board Change • Apr 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior MD, Manager of Communication IT Business Department & Director Shinichi Ogane was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 29Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Japan.
Price Target Changed • Mar 14Price target increased by 7.2% to JP¥5,967Up from JP¥5,567, the current price target is an average from 3 analysts. New target price is 25% above last closing price of JP¥4,760. Stock is up 32% over the past year. The company is forecast to post earnings per share of JP¥229 for next year compared to JP¥194 last year.
Reported Earnings • Feb 12Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥194 (up from JP¥137 in FY 2021). Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11Information Services International-Dentsu, Ltd. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending December 31, 2023Information Services International-Dentsu, Ltd. provided consolidated earnings guidance for the first half of 2023 and full year ending December 31, 2023. For the first half, the company expects net sales of ¥67,130 million, operating profit of ¥9,730 million, profit of ¥6,684 million and EPS of ¥102.73.For the year, the company expects net sales of ¥137,000 million, operating profit of ¥20,000 million, profit of ¥14,000 million and EPS of ¥215.16.
お知らせ • Feb 10+ 1 more updateInformation Services International-Dentsu, Ltd. Declares Dividend for the Fourth Quarter Ended December 31, 2022, Payable on March 27, 2023; Provides Dividend Guidance for the Second Quarter of 2023Information Services International-Dentsu, Ltd. declared a dividend of ¥45.00 per share for the fourth quarter ended December 31, 2022. The dividend payable on March 27, 2023.For the second quarter, the company expects to pay dividend of ¥44.00 against ¥33.00 paid last year.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 March 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
お知らせ • Dec 06Information Services International-Dentsu, Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023
お知らせ • Dec 01Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023. Agenda: To consider Purpose of Transition; to consider Timing of Transition;.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥39.13 (vs JP¥31.15 in 3Q 2021)Third quarter 2022 results: EPS: JP¥39.13 (up from JP¥31.15 in 3Q 2021). Revenue: JP¥32.4b (up 26% from 3Q 2021). Net income: JP¥2.55b (up 25% from 3Q 2021). Profit margin: 7.9% (in line with 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.