Japan Business Systems（5036）株式概要日本ビジネスシステムズ株式会社は、クラウドインテグレーションと関連サービスを提供しています。 詳細5036 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績4/6財務の健全性4/6配当金3/6報酬株価収益率（ 12 x） JP市場（ 13.8 x）を下回っています。収益は年間1.47%増加すると予測されています 過去1年間で収益は62%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析JP市場と比較した過去 3 か月間の株価の変動多額の負債を抱えている すべてのリスクチェックを見る5036 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.85k13.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0222b2016201920222025202620282031Revenue JP¥222.1bEarnings JP¥7.7bAdvancedSet Fair ValueView all narrativesJapan Business Systems, Inc. 競合他社Hennge K.KSymbol: TSE:4475Market cap: JP¥35.0bBASEIncSymbol: TSE:4477Market cap: JP¥31.7bUser LocalSymbol: TSE:3984Market cap: JP¥28.5bTerraSkyLtdSymbol: TSE:3915Market cap: JP¥25.5b価格と性能株価の高値、安値、推移の概要Japan Business Systems過去の株価現在の株価JP¥1,845.0052週高値JP¥1,924.0052週安値JP¥1,348.00ベータ1.371ヶ月の変化29.29%3ヶ月変化19.19%1年変化32.73%3年間の変化53.11%5年間の変化n/aIPOからの変化80.62%最新ニュースValuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 33%After last week's 33% share price gain to JP¥1,823, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the IT industry in Japan. Total returns to shareholders of 59% over the past three years.New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.4% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.1% average weekly change).Reported Earnings • May 13Second quarter 2026 earnings released: EPS: JP¥52.18 (vs JP¥37.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥52.18 (up from JP¥37.99 in 2Q 2025). Revenue: JP¥37.7b (up 8.4% from 2Q 2025). Net income: JP¥2.34b (up 35% from 2Q 2025). Profit margin: 6.2% (up from 5.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan.分析記事 • Apr 13If EPS Growth Is Important To You, Japan Business Systems (TSE:5036) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 15First quarter 2026 earnings released: EPS: JP¥42.69 (vs JP¥29.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.69 (up from JP¥29.37 in 1Q 2025). Revenue: JP¥48.7b (up 74% from 1Q 2025). Net income: JP¥1.94b (up 45% from 1Q 2025). Profit margin: 4.0% (down from 4.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.2% growth forecast for the IT industry in Japan.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 33%After last week's 33% share price gain to JP¥1,823, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the IT industry in Japan. Total returns to shareholders of 59% over the past three years.New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.4% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.1% average weekly change).Reported Earnings • May 13Second quarter 2026 earnings released: EPS: JP¥52.18 (vs JP¥37.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥52.18 (up from JP¥37.99 in 2Q 2025). Revenue: JP¥37.7b (up 8.4% from 2Q 2025). Net income: JP¥2.34b (up 35% from 2Q 2025). Profit margin: 6.2% (up from 5.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan.分析記事 • Apr 13If EPS Growth Is Important To You, Japan Business Systems (TSE:5036) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 15First quarter 2026 earnings released: EPS: JP¥42.69 (vs JP¥29.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.69 (up from JP¥29.37 in 1Q 2025). Revenue: JP¥48.7b (up 74% from 1Q 2025). Net income: JP¥1.94b (up 45% from 1Q 2025). Profit margin: 4.0% (down from 4.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.2% growth forecast for the IT industry in Japan.New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% 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 Risks Debt is not well covered by operating cash flow (4.8% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change).分析記事 • Feb 02Japan Business Systems (TSE:5036) Is Due To Pay A Dividend Of ¥22.00Japan Business Systems, Inc.'s ( TSE:5036 ) investors are due to receive a payment of ¥22.00 per share on 16th of June...分析記事 • Jan 09Japan Business Systems (TSE:5036) Has Announced A Dividend Of ¥22.00The board of Japan Business Systems, Inc. ( TSE:5036 ) has announced that it will pay a dividend on the 16th of June...Declared Dividend • Jan 08Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th March 2026 Payment date: 16th June 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 31% per year over the past 3 years and payments have been stable during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.Board Change • Jan 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Mika Yanagisawa 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.お知らせ • Dec 02Japan Business Systems, Inc. to Report Q1, 2026 Results on Feb 12, 2026Japan Business Systems, Inc. announced that they will report Q1, 2026 results on Feb 12, 2026分析記事 • Nov 22There May Be Underlying Issues With The Quality Of Japan Business Systems' (TSE:5036) EarningsInvestors were disappointed with Japan Business Systems, Inc.'s ( TSE:5036 ) earnings, despite the strong profit...お知らせ • Nov 21Japan Business Systems, Inc. (TSE:5036) announces an Equity Buyback for 1,200,000 shares, representing 2.63% for ¥2,400 million.Japan Business Systems, Inc. (TSE:5036) announces a share repurchase program. Under the program, the company will repurchase 1,200,000 shares, representing 2.63% of its share capital, for ¥2,400 million. The company will repurchase its shares in order to to avoid dilution of its stock value and to implement a flexible capital policy in response to changes in the business environment. The program will run until February 28, 2026. As of September 30, 2025, the company had 45,595,805 shares outstanding (excluding treasury shares) and 2,770,595 shares in treasury.分析記事 • Nov 19Here's Why We Think Japan Business Systems (TSE:5036) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Nov 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥123 (up from JP¥33.21 in FY 2024). Revenue: JP¥172.6b (up 23% from FY 2024). Net income: JP¥5.63b (up 272% from FY 2024). Profit margin: 3.3% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the IT industry in Japan.New Risk • Nov 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change).お知らせ • Nov 11Japan Business Systems, Inc., Annual General Meeting, Dec 18, 2025Japan Business Systems, Inc., Annual General Meeting, Dec 18, 2025.Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).お知らせ • Sep 04Japan Business Systems, Inc. to Report Fiscal Year 2025 Results on Nov 11, 2025Japan Business Systems, Inc. announced that they will report fiscal year 2025 results on Nov 11, 2025Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,623, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 71% over the past three years.お知らせ • Aug 20Japan Business Systems, Inc. has filed a Follow-on Equity Offering.Japan Business Systems, Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 2,304,400お知らせ • Aug 18Japan Business Systems, Inc. has filed a Follow-on Equity Offering.Japan Business Systems, Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 2,304,400Reported Earnings • Aug 09Third quarter 2025 earnings released: EPS: JP¥19.76 (vs JP¥2.92 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.76 (up from JP¥2.92 in 3Q 2024). Revenue: JP¥69.4b (up 33% from 3Q 2024). Net income: JP¥901.0m (up JP¥768.0m from 3Q 2024). Profit margin: 1.3% (up from 0.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan.お知らせ • Jun 04Japan Business Systems, Inc. to Report Q3, 2025 Results on Aug 08, 2025Japan Business Systems, Inc. announced that they will report Q3, 2025 results on Aug 08, 2025分析記事 • May 22Japan Business Systems' (TSE:5036) Solid Profits Have Weak FundamentalsJapan Business Systems, Inc.'s ( TSE:5036 ) stock was strong after they recently reported robust earnings. However, we...Reported Earnings • May 15Second quarter 2025 earnings released: EPS: JP¥37.99 (vs JP¥6.80 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.99 (up from JP¥6.80 loss in 2Q 2024). Revenue: JP¥34.8b (up 24% from 2Q 2024). Net income: JP¥1.73b (up JP¥2.04b from 2Q 2024). Profit margin: 5.0% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan.分析記事 • May 14Here's What To Make Of Japan Business Systems' (TSE:5036) Decelerating Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • May 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin).Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥1,348, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 24% over the past year.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥812, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 39% over the past year.分析記事 • Apr 06Is It Time To Consider Buying Japan Business Systems, Inc. (TSE:5036)?Japan Business Systems, Inc. ( TSE:5036 ), is not the largest company out there, but it saw significant share price...お知らせ • Mar 27Japan Business Systems, Inc. to Report Q2, 2025 Results on May 13, 2025Japan Business Systems, Inc. announced that they will report Q2, 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 16 June 2025. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).分析記事 • Feb 15Japan Business Systems (TSE:5036) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Feb 15First quarter 2025 earnings released: EPS: JP¥29.37 (vs JP¥14.92 in 1Q 2024)First quarter 2025 results: EPS: JP¥29.37 (up from JP¥14.92 in 1Q 2024). Revenue: JP¥27.9b (up 7.9% from 1Q 2024). Net income: JP¥1.34b (up 97% from 1Q 2024). Profit margin: 4.8% (up from 2.6% in 1Q 2024). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.お知らせ • Dec 06Japan Business Systems, Inc. to Report Q1, 2025 Results on Feb 13, 2025Japan Business Systems, Inc. announced that they will report Q1, 2025 results on Feb 13, 2025分析記事 • Nov 21There May Be Reason For Hope In Japan Business Systems' (TSE:5036) Disappointing EarningsThe most recent earnings report from Japan Business Systems, Inc. ( TSE:5036 ) was disappointing for shareholders...New Risk • Nov 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (28% accrual ratio). Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.1% net profit margin).Reported Earnings • Nov 10Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥33.21 (down from JP¥73.94 in FY 2023). Revenue: JP¥140.9b (up 25% from FY 2023). Net income: JP¥1.51b (down 55% from FY 2023). Profit margin: 1.1% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan.お知らせ • Nov 08Japan Business Systems, Inc., Annual General Meeting, Dec 20, 2024Japan Business Systems, Inc., Annual General Meeting, Dec 20, 2024.Upcoming Dividend • Sep 20Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).お知らせ • Aug 30Japan Business Systems, Inc. to Report Fiscal Year 2024 Results on Nov 08, 2024Japan Business Systems, Inc. announced that they will report fiscal year 2024 results on Nov 08, 2024Reported Earnings • Aug 18Third quarter 2024 earnings released: EPS: JP¥2.92 (vs JP¥33.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.92 (down from JP¥33.90 in 3Q 2023). Revenue: JP¥52.2b (up 71% from 3Q 2023). Net income: JP¥133.0m (down 91% from 3Q 2023). Profit margin: 0.3% (down from 5.1% in 3Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥830, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 32% over the past year.お知らせ • Jun 15Japan Business Systems, Inc. to Report Q3, 2024 Results on Aug 13, 2024Japan Business Systems, Inc. announced that they will report Q3, 2024 results on Aug 13, 2024Buy Or Sell Opportunity • May 24Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to JP¥1,053. The fair value is estimated to be JP¥1,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.分析記事 • May 22Why Japan Business Systems' (TSE:5036) Earnings Are Better Than They SeemThe stock was sluggish on the back of Japan Business Systems, Inc.'s ( TSE:5036 ) recent earnings report. Along with...Reported Earnings • May 18Second quarter 2024 earnings released: JP¥6.80 loss per share (vs JP¥33.90 profit in 2Q 2023)Second quarter 2024 results: JP¥6.80 loss per share (down from JP¥33.90 profit in 2Q 2023). Revenue: JP¥28.1b (down 8.0% from 2Q 2023). Net loss: JP¥310.0m (down 120% from profit in 2Q 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,119, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 12% over the past year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).お知らせ • Feb 24Japan Business Systems, Inc. to Report Q2, 2024 Results on May 14, 2024Japan Business Systems, Inc. announced that they will report Q2, 2024 results on May 14, 2024Board Change • Feb 08Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Takashi Morisaki was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,548, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 12% over the past year.お知らせ • Nov 29Japan Business Systems, Inc. to Report Q1, 2024 Results on Feb 13, 2024Japan Business Systems, Inc. announced that they will report Q1, 2024 results on Feb 13, 2024お知らせ • Nov 17Japan Business Systems, Inc., Annual General Meeting, Dec 22, 2023Japan Business Systems, Inc., Annual General Meeting, Dec 22, 2023.New Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (7.5% average weekly change).お知らせ • Sep 02Japan Business Systems, Inc. to Report Fiscal Year 2023 Results on Nov 14, 2023Japan Business Systems, Inc. announced that they will report fiscal year 2023 results on Nov 14, 2023お知らせ • Jun 02Japan Business Systems, Inc. to Report Q3, 2023 Results on Aug 04, 2023Japan Business Systems, Inc. announced that they will report Q3, 2023 results on Aug 04, 2023お知らせ • Nov 30Japan Business Systems, Inc. to Report Q1, 2023 Results on Feb 06, 2023Japan Business Systems, Inc. announced that they will report Q1, 2023 results on Feb 06, 2023Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 13Japan Business Systems, Inc., Annual General Meeting, Dec 16, 2022Japan Business Systems, Inc., Annual General Meeting, Dec 16, 2022.お知らせ • Sep 03Japan Business Systems, Inc. to Report Fiscal Year 2022 Results on Nov 11, 2022Japan Business Systems, Inc. announced that they will report fiscal year 2022 results on Nov 11, 2022お知らせ • Aug 04+ 1 more updateJapan Business Systems, Inc. has completed an IPO in the amount of ¥3.70576 billion.Japan Business Systems, Inc. has completed an IPO in the amount of ¥3.70576 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,438,000 Price\Range: ¥1520 Discount Per Security: ¥114株主還元5036JP ITJP 市場7D6.4%3.1%1.2%1Y32.7%-6.4%42.1%株主還元を見る業界別リターン: 5036過去 1 年間で-6.4 % の収益を上げたJP IT業界を上回りました。リターン対市場: 5036は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 5036's price volatile compared to industry and market?5036 volatility5036 Average Weekly Movement8.1%IT Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 5036の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 5036の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19902,839Yukihiro Makitawww.jbs.co.jp日本ビジネスシステムズ株式会社は、クラウドインテグレーションと関連サービスを提供している。同社は3つのセグメントで事業を展開している：クラウドインテグレーション事業、クラウドサービス事業、ライセンス＆プロダクト事業。クラウドインテグレーション事業では、クラウド移行プランの策定・導入・構築・監視、マイクロソフト社のクラウドサービスの導入、マイクロソフト社のクラウドを中心としたクラウド活用のための保守・運用・サポートサービスを提供している。また、クラウドソリューション、ライセンス、オンプレミスインフラ用機器、プライベートクラウドサービスの提供、関連機器の再販も行っている。さらに、Microsoft 365、Microsoft power platform、セキュリティ、クラウド製造ソリューション、ハイブリッドミーティング、グローバルビジネスサポートサービス、Microsoft dynamics 365を提供している。日本ビジネスシステムズ株式会社は1990年に設立され、港区に本社を置いている。もっと見るJapan Business Systems, Inc. 基礎のまとめJapan Business Systems の収益と売上を時価総額と比較するとどうか。5036 基礎統計学時価総額JP¥81.91b収益（TTM）JP¥6.83b売上高(TTM)JP¥196.27b12.0xPER（株価収益率0.4xP/Sレシオ5036 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計5036 損益計算書（TTM）収益JP¥196.27b売上原価JP¥176.90b売上総利益JP¥19.37bその他の費用JP¥12.54b収益JP¥6.83b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）153.81グロス・マージン9.87%純利益率3.48%有利子負債／自己資本比率74.1%5036 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.4%現在の配当利回り23%配当性向5036 配当は確実ですか？5036 配当履歴とベンチマークを見る5036 、いつまでに購入すれば配当金を受け取れますか？Japan Business Systems 配当日配当落ち日Mar 30 2026配当支払日Jun 15 2026配当落ちまでの日数56 days配当支払日までの日数21 days5036 配当は確実ですか？5036 配当履歴とベンチマークを見るView Valuation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2026/05/23 21:25終値2026/05/22 00:00収益2026/03/31年間収益2025/09/30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Japan Business Systems, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Teruo IsozakiIchiyoshi Research Institute Inc.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 33%After last week's 33% share price gain to JP¥1,823, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the IT industry in Japan. Total returns to shareholders of 59% over the past three years.
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.4% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.1% average weekly change).
Reported Earnings • May 13Second quarter 2026 earnings released: EPS: JP¥52.18 (vs JP¥37.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥52.18 (up from JP¥37.99 in 2Q 2025). Revenue: JP¥37.7b (up 8.4% from 2Q 2025). Net income: JP¥2.34b (up 35% from 2Q 2025). Profit margin: 6.2% (up from 5.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan.
分析記事 • Apr 13If EPS Growth Is Important To You, Japan Business Systems (TSE:5036) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 15First quarter 2026 earnings released: EPS: JP¥42.69 (vs JP¥29.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.69 (up from JP¥29.37 in 1Q 2025). Revenue: JP¥48.7b (up 74% from 1Q 2025). Net income: JP¥1.94b (up 45% from 1Q 2025). Profit margin: 4.0% (down from 4.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.2% growth forecast for the IT industry in Japan.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 33%After last week's 33% share price gain to JP¥1,823, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the IT industry in Japan. Total returns to shareholders of 59% over the past three years.
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.4% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.1% average weekly change).
Reported Earnings • May 13Second quarter 2026 earnings released: EPS: JP¥52.18 (vs JP¥37.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥52.18 (up from JP¥37.99 in 2Q 2025). Revenue: JP¥37.7b (up 8.4% from 2Q 2025). Net income: JP¥2.34b (up 35% from 2Q 2025). Profit margin: 6.2% (up from 5.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan.
分析記事 • Apr 13If EPS Growth Is Important To You, Japan Business Systems (TSE:5036) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 15First quarter 2026 earnings released: EPS: JP¥42.69 (vs JP¥29.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.69 (up from JP¥29.37 in 1Q 2025). Revenue: JP¥48.7b (up 74% from 1Q 2025). Net income: JP¥1.94b (up 45% from 1Q 2025). Profit margin: 4.0% (down from 4.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.2% growth forecast for the IT industry in Japan.
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% 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 Risks Debt is not well covered by operating cash flow (4.8% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change).
分析記事 • Feb 02Japan Business Systems (TSE:5036) Is Due To Pay A Dividend Of ¥22.00Japan Business Systems, Inc.'s ( TSE:5036 ) investors are due to receive a payment of ¥22.00 per share on 16th of June...
分析記事 • Jan 09Japan Business Systems (TSE:5036) Has Announced A Dividend Of ¥22.00The board of Japan Business Systems, Inc. ( TSE:5036 ) has announced that it will pay a dividend on the 16th of June...
Declared Dividend • Jan 08Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th March 2026 Payment date: 16th June 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 31% per year over the past 3 years and payments have been stable during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.
Board Change • Jan 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Mika Yanagisawa 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.
お知らせ • Dec 02Japan Business Systems, Inc. to Report Q1, 2026 Results on Feb 12, 2026Japan Business Systems, Inc. announced that they will report Q1, 2026 results on Feb 12, 2026
分析記事 • Nov 22There May Be Underlying Issues With The Quality Of Japan Business Systems' (TSE:5036) EarningsInvestors were disappointed with Japan Business Systems, Inc.'s ( TSE:5036 ) earnings, despite the strong profit...
お知らせ • Nov 21Japan Business Systems, Inc. (TSE:5036) announces an Equity Buyback for 1,200,000 shares, representing 2.63% for ¥2,400 million.Japan Business Systems, Inc. (TSE:5036) announces a share repurchase program. Under the program, the company will repurchase 1,200,000 shares, representing 2.63% of its share capital, for ¥2,400 million. The company will repurchase its shares in order to to avoid dilution of its stock value and to implement a flexible capital policy in response to changes in the business environment. The program will run until February 28, 2026. As of September 30, 2025, the company had 45,595,805 shares outstanding (excluding treasury shares) and 2,770,595 shares in treasury.
分析記事 • Nov 19Here's Why We Think Japan Business Systems (TSE:5036) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Nov 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥123 (up from JP¥33.21 in FY 2024). Revenue: JP¥172.6b (up 23% from FY 2024). Net income: JP¥5.63b (up 272% from FY 2024). Profit margin: 3.3% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the IT industry in Japan.
New Risk • Nov 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change).
お知らせ • Nov 11Japan Business Systems, Inc., Annual General Meeting, Dec 18, 2025Japan Business Systems, Inc., Annual General Meeting, Dec 18, 2025.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
お知らせ • Sep 04Japan Business Systems, Inc. to Report Fiscal Year 2025 Results on Nov 11, 2025Japan Business Systems, Inc. announced that they will report fiscal year 2025 results on Nov 11, 2025
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,623, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 71% over the past three years.
お知らせ • Aug 20Japan Business Systems, Inc. has filed a Follow-on Equity Offering.Japan Business Systems, Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 2,304,400
お知らせ • Aug 18Japan Business Systems, Inc. has filed a Follow-on Equity Offering.Japan Business Systems, Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 2,304,400
Reported Earnings • Aug 09Third quarter 2025 earnings released: EPS: JP¥19.76 (vs JP¥2.92 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.76 (up from JP¥2.92 in 3Q 2024). Revenue: JP¥69.4b (up 33% from 3Q 2024). Net income: JP¥901.0m (up JP¥768.0m from 3Q 2024). Profit margin: 1.3% (up from 0.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan.
お知らせ • Jun 04Japan Business Systems, Inc. to Report Q3, 2025 Results on Aug 08, 2025Japan Business Systems, Inc. announced that they will report Q3, 2025 results on Aug 08, 2025
分析記事 • May 22Japan Business Systems' (TSE:5036) Solid Profits Have Weak FundamentalsJapan Business Systems, Inc.'s ( TSE:5036 ) stock was strong after they recently reported robust earnings. However, we...
Reported Earnings • May 15Second quarter 2025 earnings released: EPS: JP¥37.99 (vs JP¥6.80 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.99 (up from JP¥6.80 loss in 2Q 2024). Revenue: JP¥34.8b (up 24% from 2Q 2024). Net income: JP¥1.73b (up JP¥2.04b from 2Q 2024). Profit margin: 5.0% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan.
分析記事 • May 14Here's What To Make Of Japan Business Systems' (TSE:5036) Decelerating Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • May 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin).
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥1,348, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 24% over the past year.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥812, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 39% over the past year.
分析記事 • Apr 06Is It Time To Consider Buying Japan Business Systems, Inc. (TSE:5036)?Japan Business Systems, Inc. ( TSE:5036 ), is not the largest company out there, but it saw significant share price...
お知らせ • Mar 27Japan Business Systems, Inc. to Report Q2, 2025 Results on May 13, 2025Japan Business Systems, Inc. announced that they will report Q2, 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 16 June 2025. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
分析記事 • Feb 15Japan Business Systems (TSE:5036) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Feb 15First quarter 2025 earnings released: EPS: JP¥29.37 (vs JP¥14.92 in 1Q 2024)First quarter 2025 results: EPS: JP¥29.37 (up from JP¥14.92 in 1Q 2024). Revenue: JP¥27.9b (up 7.9% from 1Q 2024). Net income: JP¥1.34b (up 97% from 1Q 2024). Profit margin: 4.8% (up from 2.6% in 1Q 2024). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.
お知らせ • Dec 06Japan Business Systems, Inc. to Report Q1, 2025 Results on Feb 13, 2025Japan Business Systems, Inc. announced that they will report Q1, 2025 results on Feb 13, 2025
分析記事 • Nov 21There May Be Reason For Hope In Japan Business Systems' (TSE:5036) Disappointing EarningsThe most recent earnings report from Japan Business Systems, Inc. ( TSE:5036 ) was disappointing for shareholders...
New Risk • Nov 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (28% accrual ratio). Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.1% net profit margin).
Reported Earnings • Nov 10Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥33.21 (down from JP¥73.94 in FY 2023). Revenue: JP¥140.9b (up 25% from FY 2023). Net income: JP¥1.51b (down 55% from FY 2023). Profit margin: 1.1% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan.
お知らせ • Nov 08Japan Business Systems, Inc., Annual General Meeting, Dec 20, 2024Japan Business Systems, Inc., Annual General Meeting, Dec 20, 2024.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
お知らせ • Aug 30Japan Business Systems, Inc. to Report Fiscal Year 2024 Results on Nov 08, 2024Japan Business Systems, Inc. announced that they will report fiscal year 2024 results on Nov 08, 2024
Reported Earnings • Aug 18Third quarter 2024 earnings released: EPS: JP¥2.92 (vs JP¥33.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.92 (down from JP¥33.90 in 3Q 2023). Revenue: JP¥52.2b (up 71% from 3Q 2023). Net income: JP¥133.0m (down 91% from 3Q 2023). Profit margin: 0.3% (down from 5.1% in 3Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥830, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 32% over the past year.
お知らせ • Jun 15Japan Business Systems, Inc. to Report Q3, 2024 Results on Aug 13, 2024Japan Business Systems, Inc. announced that they will report Q3, 2024 results on Aug 13, 2024
Buy Or Sell Opportunity • May 24Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to JP¥1,053. The fair value is estimated to be JP¥1,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.
分析記事 • May 22Why Japan Business Systems' (TSE:5036) Earnings Are Better Than They SeemThe stock was sluggish on the back of Japan Business Systems, Inc.'s ( TSE:5036 ) recent earnings report. Along with...
Reported Earnings • May 18Second quarter 2024 earnings released: JP¥6.80 loss per share (vs JP¥33.90 profit in 2Q 2023)Second quarter 2024 results: JP¥6.80 loss per share (down from JP¥33.90 profit in 2Q 2023). Revenue: JP¥28.1b (down 8.0% from 2Q 2023). Net loss: JP¥310.0m (down 120% from profit in 2Q 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,119, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 12% over the past year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
お知らせ • Feb 24Japan Business Systems, Inc. to Report Q2, 2024 Results on May 14, 2024Japan Business Systems, Inc. announced that they will report Q2, 2024 results on May 14, 2024
Board Change • Feb 08Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Takashi Morisaki was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,548, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 12% over the past year.
お知らせ • Nov 29Japan Business Systems, Inc. to Report Q1, 2024 Results on Feb 13, 2024Japan Business Systems, Inc. announced that they will report Q1, 2024 results on Feb 13, 2024
お知らせ • Nov 17Japan Business Systems, Inc., Annual General Meeting, Dec 22, 2023Japan Business Systems, Inc., Annual General Meeting, Dec 22, 2023.
New Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (7.5% average weekly change).
お知らせ • Sep 02Japan Business Systems, Inc. to Report Fiscal Year 2023 Results on Nov 14, 2023Japan Business Systems, Inc. announced that they will report fiscal year 2023 results on Nov 14, 2023
お知らせ • Jun 02Japan Business Systems, Inc. to Report Q3, 2023 Results on Aug 04, 2023Japan Business Systems, Inc. announced that they will report Q3, 2023 results on Aug 04, 2023
お知らせ • Nov 30Japan Business Systems, Inc. to Report Q1, 2023 Results on Feb 06, 2023Japan Business Systems, Inc. announced that they will report Q1, 2023 results on Feb 06, 2023
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 13Japan Business Systems, Inc., Annual General Meeting, Dec 16, 2022Japan Business Systems, Inc., Annual General Meeting, Dec 16, 2022.
お知らせ • Sep 03Japan Business Systems, Inc. to Report Fiscal Year 2022 Results on Nov 11, 2022Japan Business Systems, Inc. announced that they will report fiscal year 2022 results on Nov 11, 2022
お知らせ • Aug 04+ 1 more updateJapan Business Systems, Inc. has completed an IPO in the amount of ¥3.70576 billion.Japan Business Systems, Inc. has completed an IPO in the amount of ¥3.70576 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,438,000 Price\Range: ¥1520 Discount Per Security: ¥114
