O.B.System（5576）株式概要株式会社オー・ビー・システムは、日本国内でシステムインテグレーション・サービス事業を行っている。 詳細5576 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績3/6財務の健全性5/6配当金3/6報酬株価収益率（ 10.8 x） JP市場（ 14.5 x）を下回っています。過去1年間で収益は23.9%増加しました リスク分析3年未満の財務データが利用可能 意味のある時価総額がありません ( ¥6B )4.5%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る5576 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¥2.78k44.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture09b2016201920222025202620282031Revenue JP¥8.7bEarnings JP¥601.0mAdvancedSet Fair ValueView all narrativesO.B.System Inc. 競合他社WriteupLtdSymbol: TSE:6580Market cap: JP¥6.7bFLECTSymbol: TSE:4414Market cap: JP¥6.1bNomura System Corporation CoSymbol: TSE:3940Market cap: JP¥6.0bComputer ManagementSymbol: TSE:4491Market cap: JP¥6.1b価格と性能株価の高値、安値、推移の概要O.B.System過去の株価現在の株価JP¥2,780.0052週高値JP¥3,240.0052週安値JP¥2,380.00ベータ0.581ヶ月の変化8.09%3ヶ月変化-1.66%1年変化13.65%3年間の変化n/a5年間の変化n/aIPOからの変化-25.07%最新ニュース分析記事 • Apr 30We Think That There Are Issues Underlying O.B.System's (TSE:5576) EarningsO.B.System Inc.'s ( TSE:5576 ) robust earnings report didn't manage to move the market for its stock. Our analysis...New Risk • Apr 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 93% Dividend yield: 4.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Dividend is not well covered by cash flows (93% cash payout ratio). Market cap is less than US$100m (JP¥6.50b market cap, or US$40.8m).Reported Earnings • Apr 23Full year 2026 earnings released: EPS: JP¥259 (vs JP¥210 in FY 2025)Full year 2026 results: EPS: JP¥259 (up from JP¥210 in FY 2025). Revenue: JP¥8.66b (up 13% from FY 2025). Net income: JP¥601.0m (up 24% from FY 2025). Profit margin: 6.9% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue.お知らせ • Apr 22O.B.System Inc., Annual General Meeting, Jun 19, 2026O.B.System Inc., Annual General Meeting, Jun 19, 2026.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,065, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 15x in the IT industry in Japan. Total returns to shareholders of 29% over the past year.Buy Or Sell Opportunity • Apr 16Now 23% overvaluedOver the last 90 days, the stock has fallen 8.3% to JP¥2,719. The fair value is estimated to be JP¥2,207, however this is not to be taken as a sell recommendation but rather should be used as a guide only.最新情報をもっと見るRecent updates分析記事 • Apr 30We Think That There Are Issues Underlying O.B.System's (TSE:5576) EarningsO.B.System Inc.'s ( TSE:5576 ) robust earnings report didn't manage to move the market for its stock. Our analysis...New Risk • Apr 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 93% Dividend yield: 4.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Dividend is not well covered by cash flows (93% cash payout ratio). Market cap is less than US$100m (JP¥6.50b market cap, or US$40.8m).Reported Earnings • Apr 23Full year 2026 earnings released: EPS: JP¥259 (vs JP¥210 in FY 2025)Full year 2026 results: EPS: JP¥259 (up from JP¥210 in FY 2025). Revenue: JP¥8.66b (up 13% from FY 2025). Net income: JP¥601.0m (up 24% from FY 2025). Profit margin: 6.9% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue.お知らせ • Apr 22O.B.System Inc., Annual General Meeting, Jun 19, 2026O.B.System Inc., Annual General Meeting, Jun 19, 2026.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,065, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 15x in the IT industry in Japan. Total returns to shareholders of 29% over the past year.Buy Or Sell Opportunity • Apr 16Now 23% overvaluedOver the last 90 days, the stock has fallen 8.3% to JP¥2,719. The fair value is estimated to be JP¥2,207, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Buy Or Sell Opportunity • Mar 25Now 20% overvaluedOver the last 90 days, the stock has fallen 9.0% to JP¥2,635. The fair value is estimated to be JP¥2,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 40% and the cash payout ratio is 82%. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Buy Or Sell Opportunity • Mar 10Now 22% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥2,635. The fair value is estimated to be JP¥2,161, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Buy Or Sell Opportunity • Feb 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to JP¥2,827. The fair value is estimated to be JP¥2,339, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Reported Earnings • Jan 24Third quarter 2026 earnings released: EPS: JP¥71.41 (vs JP¥61.60 in 3Q 2025)Third quarter 2026 results: EPS: JP¥71.41 (up from JP¥61.60 in 3Q 2025). Revenue: JP¥2.26b (up 13% from 3Q 2025). Net income: JP¥166.0m (up 17% from 3Q 2025). Profit margin: 7.3% (up from 7.1% in 3Q 2025). The increase in margin was driven by higher revenue.お知らせ • Nov 29O.B.System Inc. to Report Q3, 2026 Results on Jan 23, 2026O.B.System Inc. announced that they will report Q3, 2026 results on Jan 23, 2026分析記事 • Oct 29O.B.System's (TSE:5576) Profits May Not Reveal Underlying IssuesThe stock price didn't jump after O.B.System Inc. ( TSE:5576 ) posted decent earnings last week. We did some digging...Reported Earnings • Oct 23Second quarter 2026 earnings released: EPS: JP¥63.10 (vs JP¥61.60 in 2Q 2025)Second quarter 2026 results: EPS: JP¥63.10 (up from JP¥61.60 in 2Q 2025). Revenue: JP¥2.15b (up 6.9% from 2Q 2025). Net income: JP¥146.0m (up 2.8% from 2Q 2025). Profit margin: 6.8% (down from 7.1% in 2Q 2025). The decrease in margin was driven by higher expenses.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).お知らせ • Sep 01O.B.System Inc. to Report Q2, 2026 Results on Oct 22, 2025O.B.System Inc. announced that they will report Q2, 2026 results on Oct 22, 2025Reported Earnings • Jul 25First quarter 2026 earnings released: EPS: JP¥28.63 (vs JP¥61.60 in 1Q 2025)First quarter 2026 results: EPS: JP¥28.63 (down from JP¥61.60 in 1Q 2025). Revenue: JP¥1.75b (down 13% from 1Q 2025). Net income: JP¥66.0m (down 54% from 1Q 2025). Profit margin: 3.8% (down from 7.1% in 1Q 2025). The decrease in margin was driven by lower revenue.Buy Or Sell Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock has risen 19% to JP¥2,835. The fair value is estimated to be JP¥3,597, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Jun 27O.B.System Inc. to Report Q1, 2026 Results on Jul 23, 2025O.B.System Inc. announced that they will report Q1, 2026 results on Jul 23, 2025お知らせ • May 01O.B.System Inc. (TSE:5576) acquired Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa for ¥700 million.O.B.System Inc. (TSE:5576) agreed to acquire Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa on March 24, 2025. For the period ending April 30, 2024, Greencat Co.,Ltd. reported total revenue of ¥1.3 billion, EBIT of ¥69 million and net income of ¥15 million. As of April 30, 2024, Greencat Co.,Ltd. reported total assets of ¥553 million and total common equity of ¥168 million. The expected completion of the transaction is May 1, 2025. O.B.System Inc. (TSE:5576) completed the acquisition of Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa for ¥700 million on May 1, 2025.お知らせ • Apr 23O.B.System Inc., Annual General Meeting, Jun 19, 2025O.B.System Inc., Annual General Meeting, Jun 19, 2025.New Risk • Apr 23New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥5.68b market cap, or US$40.0m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,012, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 8.5% over the past year.お知らせ • Mar 25O.B.System Inc. (TSE:5576) agreed to acquire Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa.O.B.System Inc. (TSE:5576) agreed to acquire Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa on March 24, 2025. For the period ending April 30, 2024, Greencat Co.,Ltd. reported total revenue of ¥1.3 billion, EBIT of ¥69 million and net income of ¥15 million. As of April 30, 2024, Greencat Co.,Ltd. reported total assets of ¥553 million and total common equity of ¥168 million. The expected completion of the transaction is May 1, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).お知らせ • Mar 01O.B.System Inc. to Report Fiscal Year 2025 Results on Apr 23, 2025O.B.System Inc. announced that they will report fiscal year 2025 results on Apr 23, 2025Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥52.92 (vs JP¥57.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥52.92 (down from JP¥57.79 in 3Q 2024). Revenue: JP¥1.92b (up 9.8% from 3Q 2024). Net income: JP¥122.0m (down 10% from 3Q 2024). Profit margin: 6.3% (down from 7.8% in 3Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Nov 30O.B.System Inc. to Report Q3, 2025 Results on Feb 10, 2025O.B.System Inc. announced that they will report Q3, 2025 results on Feb 10, 2025分析記事 • Oct 31O.B.System's (TSE:5576) Weak Earnings May Only Reveal A Part Of The Whole PictureO.B.System Inc.'s ( TSE:5576 ) recent weak earnings report didn't cause a big stock movement. We think that investors...Reported Earnings • Oct 26Second quarter 2025 earnings released: EPS: JP¥56.83 (vs JP¥57.79 in 2Q 2024)Second quarter 2025 results: EPS: JP¥56.83 (down from JP¥57.79 in 2Q 2024). Revenue: JP¥1.93b (up 10% from 2Q 2024). Net income: JP¥131.0m (down 3.7% from 2Q 2024). Profit margin: 6.8% (down from 7.8% in 2Q 2024). The decrease in margin was driven by higher expenses.Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. The average dividend yield among industry peers is 1.4%.お知らせ • Aug 27O.B.System Inc. to Report Q2, 2025 Results on Oct 24, 2024O.B.System Inc. announced that they will report Q2, 2025 results on Oct 24, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥39.10 (vs JP¥116 in 1Q 2024)First quarter 2025 results: EPS: JP¥39.10 (down from JP¥116 in 1Q 2024). Revenue: JP¥1.83b (up 13% from 1Q 2024). Net income: JP¥90.0m (down 63% from 1Q 2024). Profit margin: 4.9% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses.分析記事 • Aug 06O.B.System Inc. (TSE:5576) Not Lagging Market On Growth Or PricingIt's not a stretch to say that O.B.System Inc.'s ( TSE:5576 ) price-to-earnings (or "P/E") ratio of 10.4x right now...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,852, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 13% over the past year.Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥193 (vs JP¥239 in FY 2023)Full year 2024 results: EPS: JP¥193 (down from JP¥239 in FY 2023). Revenue: JP¥6.90b (up 12% from FY 2023). Net income: JP¥441.0m (down 11% from FY 2023). Profit margin: 6.4% (down from 8.1% in FY 2023). The decrease in margin was driven by higher expenses.お知らせ • Jun 14O.B.System Inc. to Report Q1, 2025 Results on Aug 08, 2024O.B.System Inc. announced that they will report Q1, 2025 results on Aug 08, 2024分析記事 • Apr 29O.B.System's (TSE:5576) Shareholders Have More To Worry About Than Only Soft EarningsO.B.System Inc.'s ( TSE:5576 ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests...お知らせ • Apr 25O.B.System Inc., Annual General Meeting, Jun 20, 2024O.B.System Inc., Annual General Meeting, Jun 20, 2024.お知らせ • Apr 02O.B.System Inc. (TSE:5576) completed the acquisition of Human & Technology Co., Ltd. from Shinya Watanabe and others for ¥500 million.O.B.System Inc. (TSE:5576) agreed to acquire Human & Technology Co., Ltd. from Shinya Watanabe and others on March 15, 2024. As of 2023, Human & Technology Co., Ltd. generated net assets of 143 million, total assets of 181 million, sales of 242 million, operating income of 45 million, and net income of 34 million. The transaction is expected to close on April 1, 2024. O.B.System Inc. (TSE:5576) completed the acquisition of Human & Technology Co., Ltd. from Shinya Watanabe and others for ¥500 million on April 1, 2024.お知らせ • Mar 02O.B.System Inc. to Report Fiscal Year 2024 Results on Apr 22, 2024O.B.System Inc. announced that they will report fiscal year 2024 results on Apr 22, 2024Buy Or Sell Opportunity • Feb 07Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥2,664. The fair value is estimated to be JP¥2,164, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 24%.New Risk • Jan 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (66% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Market cap is less than US$100m (JP¥5.45b market cap, or US$37.6m).お知らせ • Dec 02O.B.System Inc. to Report Q3, 2024 Results on Jan 23, 2024O.B.System Inc. announced that they will report Q3, 2024 results on Jan 23, 2024お知らせ • Aug 27O.B.System Inc. to Report Q2, 2024 Results on Oct 24, 2023O.B.System Inc. announced that they will report Q2, 2024 results on Oct 24, 2023お知らせ • Jun 28O.B.System Inc. to Report Q1, 2024 Results on Jul 20, 2023O.B.System Inc. announced that they will report Q1, 2024 results on Jul 20, 2023お知らせ • Jun 23O.B.System Inc. has completed an IPO in the amount of ¥1.026 billion.O.B.System Inc. has completed an IPO in the amount of ¥1.026 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 600,000 Price\Range: ¥1710 Discount Per Security: ¥136.8Board Change • Jun 21No 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. 8 non-independent directors. Outside Director Keiko Horino was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.株主還元5576JP ITJP 市場7D1.5%3.9%3.2%1Y13.7%-6.7%39.4%株主還元を見る業界別リターン: 5576過去 1 年間で-6.7 % 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: 5576は、過去 1 年間で39.4 % のリターンを上げたJP市場を下回りました。価格変動Is 5576's price volatile compared to industry and market?5576 volatility5576 Average Weekly Movement5.2%IT Industry Average Movement5.2%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.4%安定した株価: 5576 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 5576の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1972513Toshio Toyodawww.obs.co.jp株式会社オー・ビー・システムは、日本でシステムインテグレーション・サービス事業を行っています。システムコンサルテーションサービス、汎用コンピュータ、ワークステーション、パーソナルコンピュータ、マイクロコンピュータ向けアプリケーションソフトウェアの開発などを行う。また、オープン系を中心としたネットワークシステムの構築、インターネット／ウェブシステムの開発も行っている。パソコン用臨床検査情報システム「CLIP」、健診情報システム「MEX-Plus」、パソコン用臨床検査情報システム「CLIP-BCT」（細菌検査）、パソコン用臨床検査情報システム「CLIP-PTH」（病理検査）などがある。金融、産業・流通、公共、社会、組込みシステム、医療などの顧客にサービスを提供している。株式会社オー・ビー・システムは1972年に設立され、中央区に本社を置く。もっと見るO.B.System Inc. 基礎のまとめO.B.System の収益と売上を時価総額と比較するとどうか。5576 基礎統計学時価総額JP¥6.47b収益（TTM）JP¥601.00m売上高(TTM)JP¥8.66b10.8xPER（株価収益率0.7xP/Sレシオ5576 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5576 損益計算書（TTM）収益JP¥8.66b売上原価JP¥6.98b売上総利益JP¥1.68bその他の費用JP¥1.07b収益JP¥601.00m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）258.40グロス・マージン19.35%純利益率6.94%有利子負債／自己資本比率4.8%5576 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4.5%現在の配当利回り40%配当性向5576 配当は確実ですか？5576 配当履歴とベンチマークを見る5576 、いつまでに購入すれば配当金を受け取れますか？O.B.System 配当日配当落ち日Mar 30 2026配当支払日Jun 22 2026配当落ちまでの日数44 days配当支払日までの日数40 days5576 配当は確実ですか？5576 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2026/05/12 03:34終値2026/05/12 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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O.B.System Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
分析記事 • Apr 30We Think That There Are Issues Underlying O.B.System's (TSE:5576) EarningsO.B.System Inc.'s ( TSE:5576 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
New Risk • Apr 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 93% Dividend yield: 4.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Dividend is not well covered by cash flows (93% cash payout ratio). Market cap is less than US$100m (JP¥6.50b market cap, or US$40.8m).
Reported Earnings • Apr 23Full year 2026 earnings released: EPS: JP¥259 (vs JP¥210 in FY 2025)Full year 2026 results: EPS: JP¥259 (up from JP¥210 in FY 2025). Revenue: JP¥8.66b (up 13% from FY 2025). Net income: JP¥601.0m (up 24% from FY 2025). Profit margin: 6.9% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue.
お知らせ • Apr 22O.B.System Inc., Annual General Meeting, Jun 19, 2026O.B.System Inc., Annual General Meeting, Jun 19, 2026.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,065, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 15x in the IT industry in Japan. Total returns to shareholders of 29% over the past year.
Buy Or Sell Opportunity • Apr 16Now 23% overvaluedOver the last 90 days, the stock has fallen 8.3% to JP¥2,719. The fair value is estimated to be JP¥2,207, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
分析記事 • Apr 30We Think That There Are Issues Underlying O.B.System's (TSE:5576) EarningsO.B.System Inc.'s ( TSE:5576 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
New Risk • Apr 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 93% Dividend yield: 4.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Dividend is not well covered by cash flows (93% cash payout ratio). Market cap is less than US$100m (JP¥6.50b market cap, or US$40.8m).
Reported Earnings • Apr 23Full year 2026 earnings released: EPS: JP¥259 (vs JP¥210 in FY 2025)Full year 2026 results: EPS: JP¥259 (up from JP¥210 in FY 2025). Revenue: JP¥8.66b (up 13% from FY 2025). Net income: JP¥601.0m (up 24% from FY 2025). Profit margin: 6.9% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue.
お知らせ • Apr 22O.B.System Inc., Annual General Meeting, Jun 19, 2026O.B.System Inc., Annual General Meeting, Jun 19, 2026.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,065, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 15x in the IT industry in Japan. Total returns to shareholders of 29% over the past year.
Buy Or Sell Opportunity • Apr 16Now 23% overvaluedOver the last 90 days, the stock has fallen 8.3% to JP¥2,719. The fair value is estimated to be JP¥2,207, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Buy Or Sell Opportunity • Mar 25Now 20% overvaluedOver the last 90 days, the stock has fallen 9.0% to JP¥2,635. The fair value is estimated to be JP¥2,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 40% and the cash payout ratio is 82%. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Buy Or Sell Opportunity • Mar 10Now 22% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥2,635. The fair value is estimated to be JP¥2,161, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Buy Or Sell Opportunity • Feb 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to JP¥2,827. The fair value is estimated to be JP¥2,339, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Reported Earnings • Jan 24Third quarter 2026 earnings released: EPS: JP¥71.41 (vs JP¥61.60 in 3Q 2025)Third quarter 2026 results: EPS: JP¥71.41 (up from JP¥61.60 in 3Q 2025). Revenue: JP¥2.26b (up 13% from 3Q 2025). Net income: JP¥166.0m (up 17% from 3Q 2025). Profit margin: 7.3% (up from 7.1% in 3Q 2025). The increase in margin was driven by higher revenue.
お知らせ • Nov 29O.B.System Inc. to Report Q3, 2026 Results on Jan 23, 2026O.B.System Inc. announced that they will report Q3, 2026 results on Jan 23, 2026
分析記事 • Oct 29O.B.System's (TSE:5576) Profits May Not Reveal Underlying IssuesThe stock price didn't jump after O.B.System Inc. ( TSE:5576 ) posted decent earnings last week. We did some digging...
Reported Earnings • Oct 23Second quarter 2026 earnings released: EPS: JP¥63.10 (vs JP¥61.60 in 2Q 2025)Second quarter 2026 results: EPS: JP¥63.10 (up from JP¥61.60 in 2Q 2025). Revenue: JP¥2.15b (up 6.9% from 2Q 2025). Net income: JP¥146.0m (up 2.8% from 2Q 2025). Profit margin: 6.8% (down from 7.1% in 2Q 2025). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
お知らせ • Sep 01O.B.System Inc. to Report Q2, 2026 Results on Oct 22, 2025O.B.System Inc. announced that they will report Q2, 2026 results on Oct 22, 2025
Reported Earnings • Jul 25First quarter 2026 earnings released: EPS: JP¥28.63 (vs JP¥61.60 in 1Q 2025)First quarter 2026 results: EPS: JP¥28.63 (down from JP¥61.60 in 1Q 2025). Revenue: JP¥1.75b (down 13% from 1Q 2025). Net income: JP¥66.0m (down 54% from 1Q 2025). Profit margin: 3.8% (down from 7.1% in 1Q 2025). The decrease in margin was driven by lower revenue.
Buy Or Sell Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock has risen 19% to JP¥2,835. The fair value is estimated to be JP¥3,597, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Jun 27O.B.System Inc. to Report Q1, 2026 Results on Jul 23, 2025O.B.System Inc. announced that they will report Q1, 2026 results on Jul 23, 2025
お知らせ • May 01O.B.System Inc. (TSE:5576) acquired Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa for ¥700 million.O.B.System Inc. (TSE:5576) agreed to acquire Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa on March 24, 2025. For the period ending April 30, 2024, Greencat Co.,Ltd. reported total revenue of ¥1.3 billion, EBIT of ¥69 million and net income of ¥15 million. As of April 30, 2024, Greencat Co.,Ltd. reported total assets of ¥553 million and total common equity of ¥168 million. The expected completion of the transaction is May 1, 2025. O.B.System Inc. (TSE:5576) completed the acquisition of Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa for ¥700 million on May 1, 2025.
お知らせ • Apr 23O.B.System Inc., Annual General Meeting, Jun 19, 2025O.B.System Inc., Annual General Meeting, Jun 19, 2025.
New Risk • Apr 23New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥5.68b market cap, or US$40.0m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,012, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 8.5% over the past year.
お知らせ • Mar 25O.B.System Inc. (TSE:5576) agreed to acquire Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa.O.B.System Inc. (TSE:5576) agreed to acquire Greencat Co.,Ltd. from Osamu Ohashi, Atsushi Shihara and Masakazu Akazawa on March 24, 2025. For the period ending April 30, 2024, Greencat Co.,Ltd. reported total revenue of ¥1.3 billion, EBIT of ¥69 million and net income of ¥15 million. As of April 30, 2024, Greencat Co.,Ltd. reported total assets of ¥553 million and total common equity of ¥168 million. The expected completion of the transaction is May 1, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
お知らせ • Mar 01O.B.System Inc. to Report Fiscal Year 2025 Results on Apr 23, 2025O.B.System Inc. announced that they will report fiscal year 2025 results on Apr 23, 2025
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥52.92 (vs JP¥57.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥52.92 (down from JP¥57.79 in 3Q 2024). Revenue: JP¥1.92b (up 9.8% from 3Q 2024). Net income: JP¥122.0m (down 10% from 3Q 2024). Profit margin: 6.3% (down from 7.8% in 3Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Nov 30O.B.System Inc. to Report Q3, 2025 Results on Feb 10, 2025O.B.System Inc. announced that they will report Q3, 2025 results on Feb 10, 2025
分析記事 • Oct 31O.B.System's (TSE:5576) Weak Earnings May Only Reveal A Part Of The Whole PictureO.B.System Inc.'s ( TSE:5576 ) recent weak earnings report didn't cause a big stock movement. We think that investors...
Reported Earnings • Oct 26Second quarter 2025 earnings released: EPS: JP¥56.83 (vs JP¥57.79 in 2Q 2024)Second quarter 2025 results: EPS: JP¥56.83 (down from JP¥57.79 in 2Q 2024). Revenue: JP¥1.93b (up 10% from 2Q 2024). Net income: JP¥131.0m (down 3.7% from 2Q 2024). Profit margin: 6.8% (down from 7.8% in 2Q 2024). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. The average dividend yield among industry peers is 1.4%.
お知らせ • Aug 27O.B.System Inc. to Report Q2, 2025 Results on Oct 24, 2024O.B.System Inc. announced that they will report Q2, 2025 results on Oct 24, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥39.10 (vs JP¥116 in 1Q 2024)First quarter 2025 results: EPS: JP¥39.10 (down from JP¥116 in 1Q 2024). Revenue: JP¥1.83b (up 13% from 1Q 2024). Net income: JP¥90.0m (down 63% from 1Q 2024). Profit margin: 4.9% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses.
分析記事 • Aug 06O.B.System Inc. (TSE:5576) Not Lagging Market On Growth Or PricingIt's not a stretch to say that O.B.System Inc.'s ( TSE:5576 ) price-to-earnings (or "P/E") ratio of 10.4x right now...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,852, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 13% over the past year.
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥193 (vs JP¥239 in FY 2023)Full year 2024 results: EPS: JP¥193 (down from JP¥239 in FY 2023). Revenue: JP¥6.90b (up 12% from FY 2023). Net income: JP¥441.0m (down 11% from FY 2023). Profit margin: 6.4% (down from 8.1% in FY 2023). The decrease in margin was driven by higher expenses.
お知らせ • Jun 14O.B.System Inc. to Report Q1, 2025 Results on Aug 08, 2024O.B.System Inc. announced that they will report Q1, 2025 results on Aug 08, 2024
分析記事 • Apr 29O.B.System's (TSE:5576) Shareholders Have More To Worry About Than Only Soft EarningsO.B.System Inc.'s ( TSE:5576 ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests...
お知らせ • Apr 25O.B.System Inc., Annual General Meeting, Jun 20, 2024O.B.System Inc., Annual General Meeting, Jun 20, 2024.
お知らせ • Apr 02O.B.System Inc. (TSE:5576) completed the acquisition of Human & Technology Co., Ltd. from Shinya Watanabe and others for ¥500 million.O.B.System Inc. (TSE:5576) agreed to acquire Human & Technology Co., Ltd. from Shinya Watanabe and others on March 15, 2024. As of 2023, Human & Technology Co., Ltd. generated net assets of 143 million, total assets of 181 million, sales of 242 million, operating income of 45 million, and net income of 34 million. The transaction is expected to close on April 1, 2024. O.B.System Inc. (TSE:5576) completed the acquisition of Human & Technology Co., Ltd. from Shinya Watanabe and others for ¥500 million on April 1, 2024.
お知らせ • Mar 02O.B.System Inc. to Report Fiscal Year 2024 Results on Apr 22, 2024O.B.System Inc. announced that they will report fiscal year 2024 results on Apr 22, 2024
Buy Or Sell Opportunity • Feb 07Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥2,664. The fair value is estimated to be JP¥2,164, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 24%.
New Risk • Jan 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (66% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Market cap is less than US$100m (JP¥5.45b market cap, or US$37.6m).
お知らせ • Dec 02O.B.System Inc. to Report Q3, 2024 Results on Jan 23, 2024O.B.System Inc. announced that they will report Q3, 2024 results on Jan 23, 2024
お知らせ • Aug 27O.B.System Inc. to Report Q2, 2024 Results on Oct 24, 2023O.B.System Inc. announced that they will report Q2, 2024 results on Oct 24, 2023
お知らせ • Jun 28O.B.System Inc. to Report Q1, 2024 Results on Jul 20, 2023O.B.System Inc. announced that they will report Q1, 2024 results on Jul 20, 2023
お知らせ • Jun 23O.B.System Inc. has completed an IPO in the amount of ¥1.026 billion.O.B.System Inc. has completed an IPO in the amount of ¥1.026 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 600,000 Price\Range: ¥1710 Discount Per Security: ¥136.8
Board Change • Jun 21No 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. 8 non-independent directors. Outside Director Keiko Horino was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
