View Future GrowthSERAKU 過去の業績過去 基準チェック /26SERAKUは、平均年間10.4%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間11.8% 11.2%収益成長率で 成長しています。 SERAKUの自己資本利益率は16%であり、純利益率は6%です。主要情報10.41%収益成長率11.12%EPS成長率IT 業界の成長14.26%収益成長率11.16%株主資本利益率15.96%ネット・マージン6.01%次回の業績アップデート15 Jul 2026最近の業績更新お知らせ • May 10SERAKU Co., Ltd. to Report Q3, 2026 Results on Jul 15, 2026SERAKU Co., Ltd. announced that they will report Q3, 2026 results on Jul 15, 2026Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥26.58 (vs JP¥32.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥26.58 (down from JP¥32.39 in 2Q 2025). Revenue: JP¥6.24b (up 2.3% from 2Q 2025). Net income: JP¥352.0m (down 19% from 2Q 2025). Profit margin: 5.6% (down from 7.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Apr 07SERAKU Co., Ltd. to Report Q2, 2026 Results on Apr 14, 2026SERAKU Co., Ltd. announced that they will report Q2, 2026 results on Apr 14, 2026Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.86 (vs JP¥35.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.86 (down from JP¥35.61 in 1Q 2025). Revenue: JP¥6.25b (flat on 1Q 2025). Net income: JP¥356.0m (down 26% from 1Q 2025). Profit margin: 5.7% (down from 7.8% in 1Q 2025). 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. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.お知らせ • Nov 05SERAKU Co., Ltd. to Report Q1, 2026 Results on Jan 14, 2026SERAKU Co., Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026お知らせ • Aug 08SERAKU Co., Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025SERAKU Co., Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025すべての更新を表示Recent updatesNew Risk • May 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.お知らせ • May 10SERAKU Co., Ltd. to Report Q3, 2026 Results on Jul 15, 2026SERAKU Co., Ltd. announced that they will report Q3, 2026 results on Jul 15, 2026Buy Or Sell Opportunity • Apr 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,391. The fair value is estimated to be JP¥1,765, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥26.58 (vs JP¥32.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥26.58 (down from JP¥32.39 in 2Q 2025). Revenue: JP¥6.24b (up 2.3% from 2Q 2025). Net income: JP¥352.0m (down 19% from 2Q 2025). Profit margin: 5.6% (down from 7.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 16Dividend of JP¥17.40 announcedShareholders will receive a dividend of JP¥17.40. Ex-date: 28th August 2026 Payment date: 25th November 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 26% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 8.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 07SERAKU Co., Ltd. to Report Q2, 2026 Results on Apr 14, 2026SERAKU Co., Ltd. announced that they will report Q2, 2026 results on Apr 14, 2026Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.86 (vs JP¥35.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.86 (down from JP¥35.61 in 1Q 2025). Revenue: JP¥6.25b (flat on 1Q 2025). Net income: JP¥356.0m (down 26% from 1Q 2025). Profit margin: 5.7% (down from 7.8% in 1Q 2025). 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. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.お知らせ • Nov 05SERAKU Co., Ltd. to Report Q1, 2026 Results on Jan 14, 2026SERAKU Co., Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026Buy Or Sell Opportunity • Oct 16Now 26% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,506. The fair value is estimated to be JP¥2,027, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.お知らせ • Oct 15SERAKU Co., Ltd., Annual General Meeting, Nov 21, 2025SERAKU Co., Ltd., Annual General Meeting, Nov 21, 2025.Upcoming Dividend • Aug 21Upcoming dividend of JP¥13.20 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.2%).お知らせ • Aug 08SERAKU Co., Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025SERAKU Co., Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025お知らせ • Aug 07SERAKU Co., Ltd. (TSE:6199) announces an Equity Buyback for 400,000 shares, representing 2.89% for ¥400 million.SERAKU Co., Ltd. (TSE:6199) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.89% of its total shares outstanding excluding treasury shares, for a total of ¥400 million. The purpose of repurchase program is to execute a flexible capital policy in response to changes in the business environment, to be utilized in M&A activities, and for incentive plans, as well as to return profits to shareholders. The repurchase program is valid till July 31, 2026. As of July 31, 2025, the company had 13,835,900 shares outstanding excluding treasury shares and had 349,670 shares in treasury.Reported Earnings • Jul 17Third quarter 2025 earnings released: EPS: JP¥29.52 (vs JP¥27.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.52 (up from JP¥27.79 in 3Q 2024). Revenue: JP¥6.25b (up 11% from 3Q 2024). Net income: JP¥396.2m (up 3.7% from 3Q 2024). Profit margin: 6.3% (down from 6.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.New Risk • Jul 09New 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (47% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).お知らせ • May 02SERAKU Co., Ltd. to Report Q3, 2025 Results on Jul 15, 2025SERAKU Co., Ltd. announced that they will report Q3, 2025 results on Jul 15, 2025分析記事 • Apr 23There May Be Underlying Issues With The Quality Of SERAKU's (TSE:6199) EarningsLast week's profit announcement from SERAKU Co., Ltd. ( TSE:6199 ) was underwhelming for investors, despite headline...Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,411, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 26% over the past three years.Declared Dividend • Apr 16Dividend of JP¥13.20 announcedShareholders will receive a dividend of JP¥13.20. Ex-date: 28th August 2025 Payment date: 25th November 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 16%.Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥32.39 (vs JP¥33.98 in 2Q 2024)Second quarter 2025 results: EPS: JP¥32.39 (down from JP¥33.98 in 2Q 2024). Revenue: JP¥6.09b (up 12% from 2Q 2024). Net income: JP¥436.7m (down 6.9% from 2Q 2024). Profit margin: 7.2% (down from 8.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Apr 14Many Would Be Envious Of SERAKU's (TSE:6199) Excellent Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Feb 13SERAKU Co., Ltd. to Report Q2, 2025 Results on Apr 14, 2025SERAKU Co., Ltd. announced that they will report Q2, 2025 results on Apr 14, 2025分析記事 • Jan 17There's Reason For Concern Over SERAKU Co., Ltd.'s (TSE:6199) Massive 28% Price JumpThe SERAKU Co., Ltd. ( TSE:6199 ) share price has done very well over the last month, posting an excellent gain of 28...分析記事 • Jan 15Why SERAKU Co., Ltd. (TSE:6199) Could Be Worth WatchingWhile SERAKU Co., Ltd. ( TSE:6199 ) might not have the largest market cap around , it led the TSE gainers with a...Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥35.59 (vs JP¥21.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥35.59 (up from JP¥21.48 in 1Q 2024). Revenue: JP¥6.20b (up 16% from 1Q 2024). Net income: JP¥481.0m (up 60% from 1Q 2024). Profit margin: 7.8% (up from 5.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,543, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 33% over the past three years.お知らせ • Nov 22SERAKU Co., Ltd. to Report Q1, 2025 Results on Jan 14, 2025SERAKU Co., Ltd. announced that they will report Q1, 2025 results on Jan 14, 2025分析記事 • Oct 22SERAKU's (TSE:6199) Profits May Not Reveal Underlying IssuesThe stock price didn't jump after SERAKU Co., Ltd. ( TSE:6199 ) posted decent earnings last week. Our analysis showed...Reported Earnings • Oct 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥114 (up from JP¥105 in FY 2023). Revenue: JP¥22.2b (up 6.5% from FY 2023). Net income: JP¥1.58b (up 7.0% from FY 2023). Profit margin: 7.1% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Oct 15+ 2 more updatesSERAKU Co., Ltd., Annual General Meeting, Nov 22, 2024SERAKU Co., Ltd., Annual General Meeting, Nov 22, 2024.お知らせ • Aug 22SERAKU Co., Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024SERAKU Co., Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 25 November 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).分析記事 • Aug 17SERAKU (TSE:6199) Has Announced That It Will Be Increasing Its Dividend To ¥13.00SERAKU Co., Ltd.'s ( TSE:6199 ) dividend will be increasing from last year's payment of the same period to ¥13.00 on...お知らせ • Aug 08SERAKU Co., Ltd. (TSE:6199) announces an Equity Buyback for 400,000 shares, representing 2.92% for ¥400 million.SERAKU Co., Ltd. (TSE:6199) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.92% of its total shares outstanding excluding treasury shares, for a total of ¥400 million. The purpose of repurchase program is to implement a flexible capital policy in response to changes in the business environment, utilizing the stock in M&A and incentive plans, and to return profits to shareholders. The repurchase program is valid till July 31, 2025. As of July 31, 2024, the company had 13,692,630 shares outstanding excluding treasury shares and had 305,670 shares in treasury.分析記事 • Aug 06Investors Give SERAKU Co., Ltd. (TSE:6199) Shares A 27% HidingSERAKU Co., Ltd. ( TSE:6199 ) shareholders won't be pleased to see that the share price has had a very rough month...New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.3b (US$93.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥13.3b market cap, or US$93.3m).分析記事 • Aug 03SERAKU (TSE:6199) Is Increasing Its Dividend To ¥13.00SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be increasing its dividend from last year's comparable payment...New Risk • Aug 02New 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 5.5% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,153, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 36% over the past three years.Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥27.78 (vs JP¥24.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.78 (up from JP¥24.23 in 3Q 2023). Revenue: JP¥5.62b (up 6.0% from 3Q 2023). Net income: JP¥381.9m (up 13% from 3Q 2023). Profit margin: 6.8% (up from 6.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Jul 12SERAKU (TSE:6199) Is Paying Out A Larger Dividend Than Last YearThe board of SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be paying its dividend of ¥13.00 on the 25th of...分析記事 • Jun 28SERAKU (TSE:6199) Is Paying Out A Larger Dividend Than Last YearThe board of SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be paying its dividend of ¥13.00 on the 25th of...お知らせ • Jun 06SERAKU Co., Ltd. to Report Q3, 2024 Results on Jul 12, 2024SERAKU Co., Ltd. announced that they will report Q3, 2024 results on Jul 12, 2024分析記事 • Jun 05SERAKU (TSE:6199) Is Increasing Its Dividend To ¥13.00The board of SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be paying its dividend of ¥13.00 on the 25th of...分析記事 • Apr 15SERAKU's (TSE:6199) Dividend Will Be Increased To ¥13.00SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Apr 15Dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 29th August 2024 Payment date: 25th November 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 26% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥33.97 (vs JP¥32.19 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.97 (up from JP¥32.19 in 2Q 2023). Revenue: JP¥5.46b (up 6.5% from 2Q 2023). Net income: JP¥468.8m (up 4.2% from 2Q 2023). Profit margin: 8.6% (down from 8.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.New Risk • Apr 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.お知らせ • Feb 21SERAKU Co., Ltd. to Report Q2, 2024 Results on Apr 12, 2024SERAKU Co., Ltd. announced that they will report Q2, 2024 results on Apr 12, 2024New Risk • Feb 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.8b (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 15First quarter 2024 earnings released: EPS: JP¥21.48 (vs JP¥29.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.48 (down from JP¥29.02 in 1Q 2023). Revenue: JP¥5.36b (up 6.6% from 1Q 2023). Net income: JP¥300.0m (down 26% from 1Q 2023). Profit margin: 5.6% (down from 8.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jan 12+ 1 more updateSERAKU Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending August 31, 2024SERAKU Co., Ltd. provided year-end dividend guidance for the fiscal year ending August 31, 2024. For the period, the company expects year-end dividend of JPY 13.00 per share compared to JPY 10.40 per share paid a year ago.お知らせ • Nov 27SERAKU Co., Ltd. to Report Q1, 2024 Results on Jan 12, 2024SERAKU Co., Ltd. announced that they will report Q1, 2024 results on Jan 12, 2024お知らせ • Nov 17SERAKU Co., Ltd. (TSE:6199) announces an Equity Buyback for 400,000 shares, representing 2.86% for ¥400 million.SERAKU Co., Ltd. (TSE:6199) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.86% of its issued share capital, for ¥400 million. The purpose of the program is implementation of flexible capital policy in response to changes in the business environment, utilization in M&A, and incentives. The program is valid till October 31, 2024. As of August 31, 2023, the company had 13,988,270 issued shares (excluding treasury stock) and 130 shares in treasury.New Risk • Oct 24New 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. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥105 (up from JP¥69.35 in FY 2022). Revenue: JP¥20.9b (up 17% from FY 2022). Net income: JP¥1.47b (up 52% from FY 2022). Profit margin: 7.1% (up from 5.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Oct 14+ 1 more updateSERAKU Co., Ltd. Announces Dividend for the Fiscal Year Ended August 31, 2023, Payable on November 24, 2023; Provides Dividend Guidance for the Fiscal Year Ending August 31, 2024SERAKU Co., Ltd. announced dividend for the fiscal year ended August 31, 2023. For the fiscal year ended August 31, 2023, the company announced dividend of JPY 10.40 per share against JPY 8.60 per share a year ago. Scheduled date of payment of dividend: November 24, 2023. The company provided dividend guidance for the fiscal year ending August 31, 2024. For the fiscal year ending August 31, 2024, the company expected to pay dividend of JPY 13.00 per share against JPY 10.40 per share a year ago.お知らせ • Oct 13SERAKU Co., Ltd., Annual General Meeting, Nov 22, 2023SERAKU Co., Ltd., Annual General Meeting, Nov 22, 2023.Upcoming Dividend • Aug 23Upcoming dividend of JP¥8.60 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).お知らせ • Aug 06SERAKU Co., Ltd. to Report Fiscal Year 2023 Results on Oct 13, 2023SERAKU Co., Ltd. announced that they will report fiscal year 2023 results on Oct 13, 2023Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥24.23 (vs JP¥18.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.23 (up from JP¥18.65 in 3Q 2022). Revenue: JP¥5.31b (up 14% from 3Q 2022). Net income: JP¥339.0m (up 30% from 3Q 2022). Profit margin: 6.4% (up from 5.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 14+ 1 more updateSeraku Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending August 31, 2023SERAKU Co., Ltd. provided year-end dividend guidance for the fiscal year ending August 31, 2023. For the year, the company expects to pay year-end dividend of JPY 8.60 per share against JPY 8.60 per share paid for the same period a year ago.お知らせ • May 17SERAKU Co., Ltd. to Report Q3, 2023 Results on Jul 14, 2023SERAKU Co., Ltd. announced that they will report Q3, 2023 results on Jul 14, 2023Reported Earnings • Apr 16Second quarter 2023 earnings released: EPS: JP¥32.19 (vs JP¥20.61 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.19 (up from JP¥20.61 in 2Q 2022). Revenue: JP¥5.13b (up 17% from 2Q 2022). Net income: JP¥450.0m (up 57% from 2Q 2022). Profit margin: 8.8% (up from 6.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 27% share price gain to JP¥1,463, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥729 per share.Reported Earnings • Jan 14First quarter 2023 earnings released: EPS: JP¥29.06 (vs JP¥12.23 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.06 (up from JP¥12.23 in 1Q 2022). Revenue: JP¥5.03b (up 22% from 1Q 2022). Net income: JP¥405.6m (up 139% from 1Q 2022). Profit margin: 8.1% (up from 4.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jan 14+ 1 more updateSERAKU Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending August 31, 2023SERAKU Co., Ltd. provided year-end dividend guidance for the fiscal year ending August 31, 2023. For the year, the company expects to pay year-end dividend of JPY 8.60 per share against JPY 8.60 per share paid for the same period a year ago.Reported Earnings • Dec 04Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥69.35 (down from JP¥89.77 in FY 2021). Revenue: JP¥17.9b (up 17% from FY 2021). Net income: JP¥966.0m (down 22% from FY 2021). Profit margin: 5.4% (down from 8.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 19SERAKU Co., Ltd. to Report Q1, 2023 Results on Jan 13, 2023SERAKU Co., Ltd. announced that they will report Q1, 2023 results on Jan 13, 2023Board Change • Nov 16Less 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. 3 non-independent directors. Independent Outside Director Naoaki Yamazaki was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 20+ 2 more updatesSERAKU Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of the Fiscal Year Ending August 31, 2023SERAKU Co., Ltd. provided consolidated earnings guidance for the first half and full year of the fiscal year ending August 31, 2023. For the first half, the company expects net sales of JPY 9,900 million, operating profit of JPY 600 million, profit attributable to owners of parent of JPY 500 million, Basic earnings per share of JPY 35.83 per basic share. For the full year, the company expects net sales of JPY 20,700 million, operating profit of JPY 1,420 million, profit attributable to owners of parent of JPY 1,040 million, Basic earnings per share of JPY 74.53 per basic share.Reported Earnings • Oct 17Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥69.35 (down from JP¥89.77 in FY 2021). Revenue: JP¥17.9b (up 17% from FY 2021). Net income: JP¥966.0m (down 22% from FY 2021). Profit margin: 5.4% (down from 8.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.お知らせ • Oct 16SERAKU Co., Ltd., Annual General Meeting, Nov 25, 2022SERAKU Co., Ltd., Annual General Meeting, Nov 25, 2022.Upcoming Dividend • Aug 23Upcoming dividend of JP¥8.60 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 7.8% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).お知らせ • Aug 21SERAKU Co., Ltd. to Report Fiscal Year 2022 Results on Oct 14, 2022SERAKU Co., Ltd. announced that they will report fiscal year 2022 results on Oct 14, 2022Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,233, 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 62% over the past three years.Reported Earnings • Jul 15Third quarter 2022 earnings released: EPS: JP¥18.62 (vs JP¥18.80 in 3Q 2021)Third quarter 2022 results: EPS: JP¥18.62 (down from JP¥18.80 in 3Q 2021). Revenue: JP¥4.64b (up 15% from 3Q 2021). Net income: JP¥259.5m (flat on 3Q 2021). Profit margin: 5.6% (down from 6.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 31%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 14+ 1 more updateSERAKU Co., Ltd. Provides Consolidated Earnings Guidance for Year Fiscal Year Ending August 31, 2022SERAKU Co., Ltd. provided consolidated earnings guidance for year fiscal year ending August 31, 2022. For the period, the company expected net sales of JPY 17,800 million, operating profit of JPY 860 million, profit attributable to owners of parent of JPY 910 million, Basic earnings per share of JPY 65.33 per basic share.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,254, 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 91% over the past three years.お知らせ • May 15SERAKU Co., Ltd. to Report Q3, 2022 Results on Jul 14, 2022SERAKU Co., Ltd. announced that they will report Q3, 2022 results on Jul 14, 2022Board Change • Apr 27Less 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. 3 non-independent directors. Independent Outside Director Naoaki Yamazaki was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 14Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥20.61 (down from JP¥30.21 in 2Q 2021). Revenue: JP¥4.38b (up 17% from 2Q 2021). Net income: JP¥287.0m (down 31% from 2Q 2021). Profit margin: 6.6% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 30%, compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 13+ 1 more updateSERAKU Co., Ltd. Provides Consolidated Earnings Guidance for the Full Fiscal Year Ending August 31, 2022SERAKU Co., Ltd. provided consolidated earnings guidance for the full fiscal year ending August 31, 2022. For the year, Company expects net sales of JPY 19,000 million, operating profit of JPY 1,550 million and profit attributable to owners of parent of JPY 1,250 million and net income per share of JPY 89.91.お知らせ • Feb 11SERAKU Co., Ltd. to Report Q2, 2022 Results on Apr 13, 2022SERAKU Co., Ltd. announced that they will report Q2, 2022 results on Apr 13, 2022お知らせ • Jan 22SERAKU Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending August 31, 2022SERAKU Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal year ending August 31, 2022. For the first half, the company expects net sales of ¥8,750 million, operating profit of ¥440 million and profit attributable to owners of parent of ¥400 million and net income per share of ¥28.77. For the year, the company expects net sales of ¥19,000 million, operating profit of ¥1,550 million and profit attributable to owners of parent of ¥1,250 million and net income per share of ¥89.91.Reported Earnings • Jan 14First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥12.23 (down from JP¥20.77 in 1Q 2021). Revenue: JP¥4.11b (up 17% from 1Q 2021). Net income: JP¥170.0m (down 41% from 1Q 2021). Profit margin: 4.1% (down from 8.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 28%, compared to a 7.3% growth forecast for the industry in Japan.Reported Earnings • Dec 05Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥89.77 (up from JP¥47.50 in FY 2020). Revenue: JP¥15.3b (up 11% from FY 2020). Net income: JP¥1.24b (up 90% from FY 2020). Profit margin: 8.1% (up from 4.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 25%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 16Full year 2021 earnings released: EPS JP¥89.77 (vs JP¥47.50 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥15.3b (up 11% from FY 2020). Net income: JP¥1.24b (up 90% from FY 2020). Profit margin: 8.1% (up from 4.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.収支内訳SERAKU の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:6199 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費28 Feb 2624,9701,5004,041030 Nov 2524,8291,5853,990031 Aug 2524,7761,7093,869031 May 2524,3171,7393,890028 Feb 2523,6911,7243,740030 Nov 2423,0581,7563,585031 Aug 2422,2211,5753,397031 May 2421,8411,4293,294029 Feb 2421,5231,3863,217030 Nov 2321,1921,3673,214031 Aug 2320,8581,4723,203031 May 2320,2031,4433,067028 Feb 2319,5341,3643,040030 Nov 2218,7791,2013,029031 Aug 2217,8599662,983031 May 2217,0739942,892028 Feb 2216,4809942,713030 Nov 2115,8531,1242,481031 Aug 2115,2631,2402,289031 May 2114,9881,1542,118028 Feb 2114,4891,0732,088030 Nov 2014,1308202,102031 Aug 2013,7716542,132031 May 2013,2406492,116029 Feb 2012,6786162,022030 Nov 1911,9905531,921031 Aug 1911,4104401,876031 May 1910,6843761,774031 Aug 189,0173111,4500質の高い収益: 6199は 高品質の収益 を持っています。利益率の向上: 6199の現在の純利益率 (6%)は、昨年(7.3%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 6199の収益は過去 5 年間で年間10.4%増加しました。成長の加速: 6199は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 6199は過去 1 年間で収益成長率がマイナス ( -13% ) となったため、 IT業界平均 ( 14% ) と比較することが困難です。株主資本利益率高いROE: 6199の 自己資本利益率 ( 16% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 20:43終値2026/05/21 00:00収益2026/02/28年間収益2025/08/31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SERAKU Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Teruo IsozakiIchiyoshi Research Institute Inc.null nullStorm Research LimitedSatoshi KuriharaTokai Tokyo Intelligence Laboratory Co., Ltd.
お知らせ • May 10SERAKU Co., Ltd. to Report Q3, 2026 Results on Jul 15, 2026SERAKU Co., Ltd. announced that they will report Q3, 2026 results on Jul 15, 2026
Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥26.58 (vs JP¥32.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥26.58 (down from JP¥32.39 in 2Q 2025). Revenue: JP¥6.24b (up 2.3% from 2Q 2025). Net income: JP¥352.0m (down 19% from 2Q 2025). Profit margin: 5.6% (down from 7.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Apr 07SERAKU Co., Ltd. to Report Q2, 2026 Results on Apr 14, 2026SERAKU Co., Ltd. announced that they will report Q2, 2026 results on Apr 14, 2026
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.86 (vs JP¥35.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.86 (down from JP¥35.61 in 1Q 2025). Revenue: JP¥6.25b (flat on 1Q 2025). Net income: JP¥356.0m (down 26% from 1Q 2025). Profit margin: 5.7% (down from 7.8% in 1Q 2025). 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. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Nov 05SERAKU Co., Ltd. to Report Q1, 2026 Results on Jan 14, 2026SERAKU Co., Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
お知らせ • Aug 08SERAKU Co., Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025SERAKU Co., Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025
New Risk • May 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
お知らせ • May 10SERAKU Co., Ltd. to Report Q3, 2026 Results on Jul 15, 2026SERAKU Co., Ltd. announced that they will report Q3, 2026 results on Jul 15, 2026
Buy Or Sell Opportunity • Apr 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,391. The fair value is estimated to be JP¥1,765, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥26.58 (vs JP¥32.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥26.58 (down from JP¥32.39 in 2Q 2025). Revenue: JP¥6.24b (up 2.3% from 2Q 2025). Net income: JP¥352.0m (down 19% from 2Q 2025). Profit margin: 5.6% (down from 7.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 16Dividend of JP¥17.40 announcedShareholders will receive a dividend of JP¥17.40. Ex-date: 28th August 2026 Payment date: 25th November 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 26% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 8.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 07SERAKU Co., Ltd. to Report Q2, 2026 Results on Apr 14, 2026SERAKU Co., Ltd. announced that they will report Q2, 2026 results on Apr 14, 2026
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.86 (vs JP¥35.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.86 (down from JP¥35.61 in 1Q 2025). Revenue: JP¥6.25b (flat on 1Q 2025). Net income: JP¥356.0m (down 26% from 1Q 2025). Profit margin: 5.7% (down from 7.8% in 1Q 2025). 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. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Nov 05SERAKU Co., Ltd. to Report Q1, 2026 Results on Jan 14, 2026SERAKU Co., Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
Buy Or Sell Opportunity • Oct 16Now 26% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,506. The fair value is estimated to be JP¥2,027, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
お知らせ • Oct 15SERAKU Co., Ltd., Annual General Meeting, Nov 21, 2025SERAKU Co., Ltd., Annual General Meeting, Nov 21, 2025.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥13.20 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.2%).
お知らせ • Aug 08SERAKU Co., Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025SERAKU Co., Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025
お知らせ • Aug 07SERAKU Co., Ltd. (TSE:6199) announces an Equity Buyback for 400,000 shares, representing 2.89% for ¥400 million.SERAKU Co., Ltd. (TSE:6199) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.89% of its total shares outstanding excluding treasury shares, for a total of ¥400 million. The purpose of repurchase program is to execute a flexible capital policy in response to changes in the business environment, to be utilized in M&A activities, and for incentive plans, as well as to return profits to shareholders. The repurchase program is valid till July 31, 2026. As of July 31, 2025, the company had 13,835,900 shares outstanding excluding treasury shares and had 349,670 shares in treasury.
Reported Earnings • Jul 17Third quarter 2025 earnings released: EPS: JP¥29.52 (vs JP¥27.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.52 (up from JP¥27.79 in 3Q 2024). Revenue: JP¥6.25b (up 11% from 3Q 2024). Net income: JP¥396.2m (up 3.7% from 3Q 2024). Profit margin: 6.3% (down from 6.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 09New 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (47% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).
お知らせ • May 02SERAKU Co., Ltd. to Report Q3, 2025 Results on Jul 15, 2025SERAKU Co., Ltd. announced that they will report Q3, 2025 results on Jul 15, 2025
分析記事 • Apr 23There May Be Underlying Issues With The Quality Of SERAKU's (TSE:6199) EarningsLast week's profit announcement from SERAKU Co., Ltd. ( TSE:6199 ) was underwhelming for investors, despite headline...
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,411, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 26% over the past three years.
Declared Dividend • Apr 16Dividend of JP¥13.20 announcedShareholders will receive a dividend of JP¥13.20. Ex-date: 28th August 2025 Payment date: 25th November 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 16%.
Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥32.39 (vs JP¥33.98 in 2Q 2024)Second quarter 2025 results: EPS: JP¥32.39 (down from JP¥33.98 in 2Q 2024). Revenue: JP¥6.09b (up 12% from 2Q 2024). Net income: JP¥436.7m (down 6.9% from 2Q 2024). Profit margin: 7.2% (down from 8.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Apr 14Many Would Be Envious Of SERAKU's (TSE:6199) Excellent Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Feb 13SERAKU Co., Ltd. to Report Q2, 2025 Results on Apr 14, 2025SERAKU Co., Ltd. announced that they will report Q2, 2025 results on Apr 14, 2025
分析記事 • Jan 17There's Reason For Concern Over SERAKU Co., Ltd.'s (TSE:6199) Massive 28% Price JumpThe SERAKU Co., Ltd. ( TSE:6199 ) share price has done very well over the last month, posting an excellent gain of 28...
分析記事 • Jan 15Why SERAKU Co., Ltd. (TSE:6199) Could Be Worth WatchingWhile SERAKU Co., Ltd. ( TSE:6199 ) might not have the largest market cap around , it led the TSE gainers with a...
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥35.59 (vs JP¥21.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥35.59 (up from JP¥21.48 in 1Q 2024). Revenue: JP¥6.20b (up 16% from 1Q 2024). Net income: JP¥481.0m (up 60% from 1Q 2024). Profit margin: 7.8% (up from 5.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,543, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 33% over the past three years.
お知らせ • Nov 22SERAKU Co., Ltd. to Report Q1, 2025 Results on Jan 14, 2025SERAKU Co., Ltd. announced that they will report Q1, 2025 results on Jan 14, 2025
分析記事 • Oct 22SERAKU's (TSE:6199) Profits May Not Reveal Underlying IssuesThe stock price didn't jump after SERAKU Co., Ltd. ( TSE:6199 ) posted decent earnings last week. Our analysis showed...
Reported Earnings • Oct 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥114 (up from JP¥105 in FY 2023). Revenue: JP¥22.2b (up 6.5% from FY 2023). Net income: JP¥1.58b (up 7.0% from FY 2023). Profit margin: 7.1% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Oct 15+ 2 more updatesSERAKU Co., Ltd., Annual General Meeting, Nov 22, 2024SERAKU Co., Ltd., Annual General Meeting, Nov 22, 2024.
お知らせ • Aug 22SERAKU Co., Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024SERAKU Co., Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 25 November 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).
分析記事 • Aug 17SERAKU (TSE:6199) Has Announced That It Will Be Increasing Its Dividend To ¥13.00SERAKU Co., Ltd.'s ( TSE:6199 ) dividend will be increasing from last year's payment of the same period to ¥13.00 on...
お知らせ • Aug 08SERAKU Co., Ltd. (TSE:6199) announces an Equity Buyback for 400,000 shares, representing 2.92% for ¥400 million.SERAKU Co., Ltd. (TSE:6199) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.92% of its total shares outstanding excluding treasury shares, for a total of ¥400 million. The purpose of repurchase program is to implement a flexible capital policy in response to changes in the business environment, utilizing the stock in M&A and incentive plans, and to return profits to shareholders. The repurchase program is valid till July 31, 2025. As of July 31, 2024, the company had 13,692,630 shares outstanding excluding treasury shares and had 305,670 shares in treasury.
分析記事 • Aug 06Investors Give SERAKU Co., Ltd. (TSE:6199) Shares A 27% HidingSERAKU Co., Ltd. ( TSE:6199 ) shareholders won't be pleased to see that the share price has had a very rough month...
New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.3b (US$93.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥13.3b market cap, or US$93.3m).
分析記事 • Aug 03SERAKU (TSE:6199) Is Increasing Its Dividend To ¥13.00SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be increasing its dividend from last year's comparable payment...
New Risk • Aug 02New 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 5.5% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,153, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 36% over the past three years.
Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥27.78 (vs JP¥24.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.78 (up from JP¥24.23 in 3Q 2023). Revenue: JP¥5.62b (up 6.0% from 3Q 2023). Net income: JP¥381.9m (up 13% from 3Q 2023). Profit margin: 6.8% (up from 6.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Jul 12SERAKU (TSE:6199) Is Paying Out A Larger Dividend Than Last YearThe board of SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be paying its dividend of ¥13.00 on the 25th of...
分析記事 • Jun 28SERAKU (TSE:6199) Is Paying Out A Larger Dividend Than Last YearThe board of SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be paying its dividend of ¥13.00 on the 25th of...
お知らせ • Jun 06SERAKU Co., Ltd. to Report Q3, 2024 Results on Jul 12, 2024SERAKU Co., Ltd. announced that they will report Q3, 2024 results on Jul 12, 2024
分析記事 • Jun 05SERAKU (TSE:6199) Is Increasing Its Dividend To ¥13.00The board of SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be paying its dividend of ¥13.00 on the 25th of...
分析記事 • Apr 15SERAKU's (TSE:6199) Dividend Will Be Increased To ¥13.00SERAKU Co., Ltd. ( TSE:6199 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Apr 15Dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 29th August 2024 Payment date: 25th November 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 26% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥33.97 (vs JP¥32.19 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.97 (up from JP¥32.19 in 2Q 2023). Revenue: JP¥5.46b (up 6.5% from 2Q 2023). Net income: JP¥468.8m (up 4.2% from 2Q 2023). Profit margin: 8.6% (down from 8.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
New Risk • Apr 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
お知らせ • Feb 21SERAKU Co., Ltd. to Report Q2, 2024 Results on Apr 12, 2024SERAKU Co., Ltd. announced that they will report Q2, 2024 results on Apr 12, 2024
New Risk • Feb 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.8b (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 15First quarter 2024 earnings released: EPS: JP¥21.48 (vs JP¥29.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.48 (down from JP¥29.02 in 1Q 2023). Revenue: JP¥5.36b (up 6.6% from 1Q 2023). Net income: JP¥300.0m (down 26% from 1Q 2023). Profit margin: 5.6% (down from 8.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jan 12+ 1 more updateSERAKU Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending August 31, 2024SERAKU Co., Ltd. provided year-end dividend guidance for the fiscal year ending August 31, 2024. For the period, the company expects year-end dividend of JPY 13.00 per share compared to JPY 10.40 per share paid a year ago.
お知らせ • Nov 27SERAKU Co., Ltd. to Report Q1, 2024 Results on Jan 12, 2024SERAKU Co., Ltd. announced that they will report Q1, 2024 results on Jan 12, 2024
お知らせ • Nov 17SERAKU Co., Ltd. (TSE:6199) announces an Equity Buyback for 400,000 shares, representing 2.86% for ¥400 million.SERAKU Co., Ltd. (TSE:6199) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.86% of its issued share capital, for ¥400 million. The purpose of the program is implementation of flexible capital policy in response to changes in the business environment, utilization in M&A, and incentives. The program is valid till October 31, 2024. As of August 31, 2023, the company had 13,988,270 issued shares (excluding treasury stock) and 130 shares in treasury.
New Risk • Oct 24New 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥105 (up from JP¥69.35 in FY 2022). Revenue: JP¥20.9b (up 17% from FY 2022). Net income: JP¥1.47b (up 52% from FY 2022). Profit margin: 7.1% (up from 5.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Oct 14+ 1 more updateSERAKU Co., Ltd. Announces Dividend for the Fiscal Year Ended August 31, 2023, Payable on November 24, 2023; Provides Dividend Guidance for the Fiscal Year Ending August 31, 2024SERAKU Co., Ltd. announced dividend for the fiscal year ended August 31, 2023. For the fiscal year ended August 31, 2023, the company announced dividend of JPY 10.40 per share against JPY 8.60 per share a year ago. Scheduled date of payment of dividend: November 24, 2023. The company provided dividend guidance for the fiscal year ending August 31, 2024. For the fiscal year ending August 31, 2024, the company expected to pay dividend of JPY 13.00 per share against JPY 10.40 per share a year ago.
お知らせ • Oct 13SERAKU Co., Ltd., Annual General Meeting, Nov 22, 2023SERAKU Co., Ltd., Annual General Meeting, Nov 22, 2023.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥8.60 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
お知らせ • Aug 06SERAKU Co., Ltd. to Report Fiscal Year 2023 Results on Oct 13, 2023SERAKU Co., Ltd. announced that they will report fiscal year 2023 results on Oct 13, 2023
Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥24.23 (vs JP¥18.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.23 (up from JP¥18.65 in 3Q 2022). Revenue: JP¥5.31b (up 14% from 3Q 2022). Net income: JP¥339.0m (up 30% from 3Q 2022). Profit margin: 6.4% (up from 5.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 14+ 1 more updateSeraku Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending August 31, 2023SERAKU Co., Ltd. provided year-end dividend guidance for the fiscal year ending August 31, 2023. For the year, the company expects to pay year-end dividend of JPY 8.60 per share against JPY 8.60 per share paid for the same period a year ago.
お知らせ • May 17SERAKU Co., Ltd. to Report Q3, 2023 Results on Jul 14, 2023SERAKU Co., Ltd. announced that they will report Q3, 2023 results on Jul 14, 2023
Reported Earnings • Apr 16Second quarter 2023 earnings released: EPS: JP¥32.19 (vs JP¥20.61 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.19 (up from JP¥20.61 in 2Q 2022). Revenue: JP¥5.13b (up 17% from 2Q 2022). Net income: JP¥450.0m (up 57% from 2Q 2022). Profit margin: 8.8% (up from 6.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 27% share price gain to JP¥1,463, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥729 per share.
Reported Earnings • Jan 14First quarter 2023 earnings released: EPS: JP¥29.06 (vs JP¥12.23 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.06 (up from JP¥12.23 in 1Q 2022). Revenue: JP¥5.03b (up 22% from 1Q 2022). Net income: JP¥405.6m (up 139% from 1Q 2022). Profit margin: 8.1% (up from 4.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jan 14+ 1 more updateSERAKU Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending August 31, 2023SERAKU Co., Ltd. provided year-end dividend guidance for the fiscal year ending August 31, 2023. For the year, the company expects to pay year-end dividend of JPY 8.60 per share against JPY 8.60 per share paid for the same period a year ago.
Reported Earnings • Dec 04Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥69.35 (down from JP¥89.77 in FY 2021). Revenue: JP¥17.9b (up 17% from FY 2021). Net income: JP¥966.0m (down 22% from FY 2021). Profit margin: 5.4% (down from 8.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 19SERAKU Co., Ltd. to Report Q1, 2023 Results on Jan 13, 2023SERAKU Co., Ltd. announced that they will report Q1, 2023 results on Jan 13, 2023
Board Change • Nov 16Less 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. 3 non-independent directors. Independent Outside Director Naoaki Yamazaki was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 20+ 2 more updatesSERAKU Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of the Fiscal Year Ending August 31, 2023SERAKU Co., Ltd. provided consolidated earnings guidance for the first half and full year of the fiscal year ending August 31, 2023. For the first half, the company expects net sales of JPY 9,900 million, operating profit of JPY 600 million, profit attributable to owners of parent of JPY 500 million, Basic earnings per share of JPY 35.83 per basic share. For the full year, the company expects net sales of JPY 20,700 million, operating profit of JPY 1,420 million, profit attributable to owners of parent of JPY 1,040 million, Basic earnings per share of JPY 74.53 per basic share.
Reported Earnings • Oct 17Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥69.35 (down from JP¥89.77 in FY 2021). Revenue: JP¥17.9b (up 17% from FY 2021). Net income: JP¥966.0m (down 22% from FY 2021). Profit margin: 5.4% (down from 8.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Oct 16SERAKU Co., Ltd., Annual General Meeting, Nov 25, 2022SERAKU Co., Ltd., Annual General Meeting, Nov 25, 2022.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥8.60 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 7.8% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
お知らせ • Aug 21SERAKU Co., Ltd. to Report Fiscal Year 2022 Results on Oct 14, 2022SERAKU Co., Ltd. announced that they will report fiscal year 2022 results on Oct 14, 2022
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,233, 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 62% over the past three years.
Reported Earnings • Jul 15Third quarter 2022 earnings released: EPS: JP¥18.62 (vs JP¥18.80 in 3Q 2021)Third quarter 2022 results: EPS: JP¥18.62 (down from JP¥18.80 in 3Q 2021). Revenue: JP¥4.64b (up 15% from 3Q 2021). Net income: JP¥259.5m (flat on 3Q 2021). Profit margin: 5.6% (down from 6.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 31%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 14+ 1 more updateSERAKU Co., Ltd. Provides Consolidated Earnings Guidance for Year Fiscal Year Ending August 31, 2022SERAKU Co., Ltd. provided consolidated earnings guidance for year fiscal year ending August 31, 2022. For the period, the company expected net sales of JPY 17,800 million, operating profit of JPY 860 million, profit attributable to owners of parent of JPY 910 million, Basic earnings per share of JPY 65.33 per basic share.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,254, 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 91% over the past three years.
お知らせ • May 15SERAKU Co., Ltd. to Report Q3, 2022 Results on Jul 14, 2022SERAKU Co., Ltd. announced that they will report Q3, 2022 results on Jul 14, 2022
Board Change • Apr 27Less 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. 3 non-independent directors. Independent Outside Director Naoaki Yamazaki was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 14Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥20.61 (down from JP¥30.21 in 2Q 2021). Revenue: JP¥4.38b (up 17% from 2Q 2021). Net income: JP¥287.0m (down 31% from 2Q 2021). Profit margin: 6.6% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 30%, compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 13+ 1 more updateSERAKU Co., Ltd. Provides Consolidated Earnings Guidance for the Full Fiscal Year Ending August 31, 2022SERAKU Co., Ltd. provided consolidated earnings guidance for the full fiscal year ending August 31, 2022. For the year, Company expects net sales of JPY 19,000 million, operating profit of JPY 1,550 million and profit attributable to owners of parent of JPY 1,250 million and net income per share of JPY 89.91.
お知らせ • Feb 11SERAKU Co., Ltd. to Report Q2, 2022 Results on Apr 13, 2022SERAKU Co., Ltd. announced that they will report Q2, 2022 results on Apr 13, 2022
お知らせ • Jan 22SERAKU Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending August 31, 2022SERAKU Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal year ending August 31, 2022. For the first half, the company expects net sales of ¥8,750 million, operating profit of ¥440 million and profit attributable to owners of parent of ¥400 million and net income per share of ¥28.77. For the year, the company expects net sales of ¥19,000 million, operating profit of ¥1,550 million and profit attributable to owners of parent of ¥1,250 million and net income per share of ¥89.91.
Reported Earnings • Jan 14First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥12.23 (down from JP¥20.77 in 1Q 2021). Revenue: JP¥4.11b (up 17% from 1Q 2021). Net income: JP¥170.0m (down 41% from 1Q 2021). Profit margin: 4.1% (down from 8.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 28%, compared to a 7.3% growth forecast for the industry in Japan.
Reported Earnings • Dec 05Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥89.77 (up from JP¥47.50 in FY 2020). Revenue: JP¥15.3b (up 11% from FY 2020). Net income: JP¥1.24b (up 90% from FY 2020). Profit margin: 8.1% (up from 4.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 25%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 16Full year 2021 earnings released: EPS JP¥89.77 (vs JP¥47.50 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥15.3b (up 11% from FY 2020). Net income: JP¥1.24b (up 90% from FY 2020). Profit margin: 8.1% (up from 4.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.