View Past PerformanceAcmos バランスシートの健全性財務の健全性 基準チェック /46Acmosの総株主資本は¥3.7B 、総負債は¥1.1Bで、負債比率は28.9%となります。総資産と総負債はそれぞれ¥6.3Bと¥2.6Bです。 Acmosの EBIT は¥500.0Mで、利息カバレッジ比率166.7です。現金および短期投資は¥2.2Bです。主要情報28.89%負債資本比率JP¥1.06b負債インタレスト・カバレッジ・レシオ166.7x現金JP¥2.18bエクイティJP¥3.67b負債合計JP¥2.65b総資産JP¥6.32b財務の健全性に関する最新情報分析記事 • Apr 28Acmos (TYO:6888) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Jan 13Acmos (TYO:6888) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...すべての更新を表示Recent updatesお知らせ • Jun 03Acmos Inc. to Report Fiscal Year 2026 Results on Aug 04, 2026Acmos Inc. announced that they will report fiscal year 2026 results on Aug 04, 2026Reported Earnings • May 01Third quarter 2026 earnings released: EPS: JP¥27.64 (vs JP¥31.67 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.64 (down from JP¥31.67 in 3Q 2025). Revenue: JP¥2.84b (up 34% from 3Q 2025). Net income: JP¥275.0m (down 13% from 3Q 2025). Profit margin: 9.7% (down from 15% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Apr 21Acmos Inc. to Report Q3, 2026 Results on Apr 30, 2026Acmos Inc. announced that they will report Q3, 2026 results on Apr 30, 2026Reported Earnings • Feb 05Second quarter 2026 earnings released: EPS: JP¥1.41 (vs JP¥1.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.41 (down from JP¥1.72 in 2Q 2025). Revenue: JP¥1.53b (up 11% from 2Q 2025). Net income: JP¥14.0m (down 18% from 2Q 2025). Profit margin: 0.9% (down from 1.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Dec 27Acmos Inc. to Report Q2, 2026 Results on Feb 03, 2026Acmos Inc. announced that they will report Q2, 2026 results on Feb 03, 2026Reported Earnings • Nov 01First quarter 2026 earnings released: JP¥3.92 loss per share (vs JP¥0.91 loss in 1Q 2025)First quarter 2026 results: JP¥3.92 loss per share (further deteriorated from JP¥0.91 loss in 1Q 2025). Revenue: JP¥1.34b (down 1.3% from 1Q 2025). Net loss: JP¥39.0m (loss widened 333% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Sep 06Acmos Inc. to Report Q1, 2026 Results on Oct 31, 2025Acmos Inc. announced that they will report Q1, 2026 results on Oct 31, 2025Reported Earnings • Aug 07Full year 2025 earnings released: EPS: JP¥38.94 (vs JP¥42.92 in FY 2024)Full year 2025 results: EPS: JP¥38.94 (down from JP¥42.92 in FY 2024). Revenue: JP¥6.42b (up 3.1% from FY 2024). Net income: JP¥386.0m (down 8.5% from FY 2024). Profit margin: 6.0% (down from 6.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Aug 05Acmos Inc., Annual General Meeting, Sep 25, 2025Acmos Inc., Annual General Meeting, Sep 25, 2025.Buy Or Sell Opportunity • Aug 05Now 21% undervaluedOver the last 90 days, the stock has risen 1.5% to JP¥557. The fair value is estimated to be JP¥705, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.0%.お知らせ • Jun 27Acmos Inc. to Report Fiscal Year 2025 Results on Aug 05, 2025Acmos Inc. announced that they will report fiscal year 2025 results on Aug 05, 2025Buy Or Sell Opportunity • Jun 27Now 21% undervaluedOver the last 90 days, the stock has risen 2.7% to JP¥565. The fair value is estimated to be JP¥716, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.0%.Upcoming Dividend • Jun 20Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.5%).Buy Or Sell Opportunity • May 22Now 20% undervaluedOver the last 90 days, the stock has risen 11% to JP¥569. The fair value is estimated to be JP¥712, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.0%.Reported Earnings • May 01Third quarter 2025 earnings released: EPS: JP¥31.67 (vs JP¥28.80 in 3Q 2024)Third quarter 2025 results: EPS: JP¥31.67 (up from JP¥28.80 in 3Q 2024). Revenue: JP¥2.11b (down 1.0% from 3Q 2024). Net income: JP¥315.0m (up 11% from 3Q 2024). Profit margin: 15% (up from 13% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 08There's Reason For Concern Over Acmos Inc.'s (TSE:6888) PriceWith a price-to-earnings (or "P/E") ratio of 15x Acmos Inc. ( TSE:6888 ) may be sending bearish signals at the moment...お知らせ • Mar 26Acmos Inc. to Report Q3, 2025 Results on Apr 30, 2025Acmos Inc. announced that they will report Q3, 2025 results on Apr 30, 2025Reported Earnings • Feb 06Second quarter 2025 earnings released: EPS: JP¥1.72 (vs JP¥8.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.72 (down from JP¥8.76 in 2Q 2024). Revenue: JP¥1.38b (down 1.6% from 2Q 2024). Net income: JP¥17.0m (down 80% from 2Q 2024). Profit margin: 1.2% (down from 6.1% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 03Acmos Inc. to Report Q2, 2025 Results on Feb 04, 2025Acmos Inc. announced that they will report Q2, 2025 results on Feb 04, 2025Reported Earnings • Nov 03First quarter 2025 earnings released: JP¥0.91 loss per share (vs JP¥2.76 profit in 1Q 2024)First quarter 2025 results: JP¥0.91 loss per share (down from JP¥2.76 profit in 1Q 2024). Revenue: JP¥1.35b (up 9.3% from 1Q 2024). Net loss: JP¥9.00m (down 133% from profit in 1Q 2024). 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 11% per year.Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥42.92 (vs JP¥42.82 in FY 2023)Full year 2024 results: EPS: JP¥42.92 (up from JP¥42.82 in FY 2023). Revenue: JP¥6.23b (up 6.2% from FY 2023). Net income: JP¥422.0m (flat on FY 2023). Profit margin: 6.8% (down from 7.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.お知らせ • Sep 20Acmos Inc. to Report Q1, 2025 Results on Nov 01, 2024Acmos Inc. announced that they will report Q1, 2025 results on Nov 01, 2024New Risk • Sep 17New 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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥5.45b market cap, or US$38.8m).分析記事 • Sep 04Subdued Growth No Barrier To Acmos Inc. (TSE:6888) With Shares Advancing 32%Those holding Acmos Inc. ( TSE:6888 ) shares would be relieved that the share price has rebounded 32% in the last...Buy Or Sell Opportunity • Aug 21Now 23% overvaluedOver the last 90 days, the stock has fallen 11% to JP¥529. The fair value is estimated to be JP¥429, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%.分析記事 • Aug 12Acmos' (TSE:6888) Profits May Not Reveal Underlying IssuesThe market shrugged off Acmos Inc.'s ( TSE:6888 ) solid earnings report. Our analysis showed that there are some...Reported Earnings • Aug 07Full year 2024 earnings released: EPS: JP¥42.92 (vs JP¥42.82 in FY 2023)Full year 2024 results: EPS: JP¥42.92 (up from JP¥42.82 in FY 2023). Revenue: JP¥6.23b (up 6.2% from FY 2023). Net income: JP¥422.0m (flat on FY 2023). Profit margin: 6.8% (down from 7.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 10% per year.お知らせ • Aug 05Acmos Inc., Annual General Meeting, Sep 26, 2024Acmos Inc., Annual General Meeting, Sep 26, 2024.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥431, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 25% over the past three years.Buy Or Sell Opportunity • Aug 05Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to JP¥431. The fair value is estimated to be JP¥600, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%.お知らせ • Jun 20Acmos Inc. to Report Fiscal Year 2024 Results on Aug 05, 2024Acmos Inc. announced that they will report fiscal year 2024 results on Aug 05, 2024Upcoming Dividend • Jun 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥629, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 66% over the past three years.Reported Earnings • May 01Third quarter 2024 earnings released: EPS: JP¥28.80 (vs JP¥23.60 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.80 (up from JP¥23.60 in 3Q 2023). Revenue: JP¥2.14b (up 23% from 3Q 2023). Net income: JP¥284.0m (up 23% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.お知らせ • Mar 24Acmos Inc. to Report Q3, 2024 Results on Apr 26, 2024Acmos Inc. announced that they will report Q3, 2024 results on Apr 26, 2024Reported Earnings • Feb 04Second quarter 2024 earnings released: EPS: JP¥8.76 (vs JP¥7.16 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.76 (up from JP¥7.16 in 2Q 2023). Revenue: JP¥1.40b (up 8.7% from 2Q 2023). Net income: JP¥86.0m (up 23% from 2Q 2023). Profit margin: 6.1% (up from 5.4% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Jan 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Outside Director Yuki Odake was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 12Acmos Inc. (TSE:6888) completed the acquisition of 80% stake in Prime System Design Co., Ltd from Masayuki Ichihara.Acmos Inc. (TSE:6888) agreed to acquire 80% stake in Prime System Design Co., Ltd from Masayuki Ichihara on December 21, 2023. Currently, Masayuki Ichihara holds 100% stake in Prime System Design. Prime System Design has net worth of ¥122 million, total assets of ¥236 million, sales of ¥557 million, operating income of ¥45 million, and net income of ¥38 million for the year ending July 2023. The transaction is expected to close on January 11, 2024. Acmos Inc. (TSE:6888) completed the acquisition of 80% stake in Prime System Design Co., Ltd from Masayuki Ichihara on January 11, 2024.お知らせ • Dec 22Acmos Inc. to Report Q2, 2024 Results on Feb 02, 2024Acmos Inc. announced that they will report Q2, 2024 results on Feb 02, 2024Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥459, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 32% over the past three years.Reported Earnings • Nov 04First quarter 2024 earnings released: EPS: JP¥2.76 (vs JP¥6.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.76 (down from JP¥6.96 in 1Q 2023). Revenue: JP¥1.24b (down 1.2% from 1Q 2023). Net income: JP¥27.0m (down 60% from 1Q 2023). Profit margin: 2.2% (down from 5.4% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 07Acmos Inc. to Report Q1, 2024 Results on Nov 02, 2023Acmos Inc. announced that they will report Q1, 2024 results on Nov 02, 2023お知らせ • Aug 10Acmos Inc., Annual General Meeting, Sep 28, 2023Acmos Inc., Annual General Meeting, Sep 28, 2023.Reported Earnings • Aug 09Full year 2023 earnings released: EPS: JP¥42.82 (vs JP¥31.03 in FY 2022)Full year 2023 results: EPS: JP¥42.82 (up from JP¥31.03 in FY 2022). Revenue: JP¥5.87b (up 27% from FY 2022). Net income: JP¥419.0m (up 38% from FY 2022). Profit margin: 7.1% (up from 6.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jun 28Acmos Inc. to Report Fiscal Year 2023 Results on Aug 08, 2023Acmos Inc. announced that they will report fiscal year 2023 results on Aug 08, 2023Upcoming Dividend • Jun 22Upcoming dividend of JP¥12.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).Reported Earnings • Apr 29Third quarter 2023 earnings released: EPS: JP¥23.60 (vs JP¥19.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.60 (up from JP¥19.44 in 3Q 2022). Revenue: JP¥1.73b (up 19% from 3Q 2022). Net income: JP¥231.0m (up 22% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). 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 2% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 04Second quarter 2023 earnings released: EPS: JP¥7.16 (vs JP¥6.25 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.16 (up from JP¥6.25 in 2Q 2022). Revenue: JP¥1.29b (up 22% from 2Q 2022). Net income: JP¥70.0m (up 15% from 2Q 2022). Profit margin: 5.4% (down from 5.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 18First quarter 2023 earnings released: EPS: JP¥6.96 (vs JP¥2.87 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥6.96 (up from JP¥2.87 loss in 1Q 2022). Revenue: JP¥1.25b (up 36% from 1Q 2022). Net income: JP¥68.0m (up JP¥96.0m from 1Q 2022). Profit margin: 5.4% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Outside Director Yasushi Matsuo was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 03First quarter 2023 earnings released: EPS: JP¥6.96 (vs JP¥2.87 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥6.96 (up from JP¥2.87 loss in 1Q 2022). Revenue: JP¥1.25b (up 36% from 1Q 2022). Net income: JP¥68.0m (up JP¥96.0m from 1Q 2022). Profit margin: 5.4% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.Buying Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be JP¥449, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Aug 05Acmos Inc., Annual General Meeting, Sep 27, 2022Acmos Inc., Annual General Meeting, Sep 27, 2022.Reported Earnings • Aug 04Full year 2022 earnings released: EPS: JP¥31.03 (vs JP¥36.79 in FY 2021)Full year 2022 results: EPS: JP¥31.03 (down from JP¥36.79 in FY 2021). Revenue: JP¥4.61b (up 1.9% from FY 2021). Net income: JP¥303.0m (down 15% from FY 2021). Profit margin: 6.6% (down from 7.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jun 30Acmos Inc. to Report Fiscal Year 2022 Results on Aug 03, 2022Acmos Inc. announced that they will report fiscal year 2022 results on Aug 03, 2022Upcoming Dividend • Jun 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).お知らせ • Jun 18Acmos Inc. (TSE:6888) agreed to acquire 80% stake in FieldOne Co., Ltd from Kunihiko Shingu,Eriko Suzuki and Kazuhiro Karishu.Acmos Inc. (TSE:6888) agreed to acquire 80% stake in FieldOne Co., Ltd from Kunihiko Shingu,Eriko Suzuki and Kazuhiro Karishu on June 16, 2022. Acmos Inc. will acquire 0.019 million shares. As of March 2022 FieldOne Co., Ltd reported a total assets of ¥1.1 billion, total common equity of ¥914 million, total revenues of ¥745 million, EBIT of ¥52 million and net income of ¥43 million. the transaction is expected to close on June 30, 2022.Reported Earnings • Apr 30Third quarter 2022 earnings released: EPS: JP¥19.44 (vs JP¥22.86 in 3Q 2021)Third quarter 2022 results: EPS: JP¥19.44 (down from JP¥22.86 in 3Q 2021). Revenue: JP¥1.45b (flat on 3Q 2021). Net income: JP¥190.0m (down 15% from 3Q 2021). Profit margin: 13% (down from 15% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Outside Director Yasushi Matsuo was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Acmos Inc. to Report Q3, 2022 Results on Apr 28, 2022Acmos Inc. announced that they will report Q3, 2022 results on Apr 28, 2022Reported Earnings • Feb 03Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥6.25 (down from JP¥7.62 in 2Q 2021). Revenue: JP¥1.06b (down 4.0% from 2Q 2021). Net income: JP¥61.0m (down 18% from 2Q 2021). Profit margin: 5.8% (down from 6.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. 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 7% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥36.79 (vs JP¥34.54 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥4.53b (down 7.3% from FY 2020). Net income: JP¥358.0m (up 6.9% from FY 2020). Profit margin: 7.9% (up from 6.9% in FY 2020). The increase in margin was driven by lower expenses. 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 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 05Full year 2021 earnings released: EPS JP¥36.79 (vs JP¥34.54 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥4.53b (down 7.3% from FY 2020). Net income: JP¥358.0m (up 6.9% from FY 2020). Profit margin: 7.9% (up from 6.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 25 September 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).Reported Earnings • May 01Third quarter 2021 earnings released: EPS JP¥22.86 (vs JP¥21.14 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.46b (down 9.1% from 3Q 2020). Net income: JP¥223.0m (up 8.8% from 3Q 2020). Profit margin: 15% (up from 13% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Apr 28Acmos (TYO:6888) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Mar 15Is Acmos Inc. (TYO:6888) A Smart Choice For Dividend Investors?Today we'll take a closer look at Acmos Inc. ( TYO:6888 ) from a dividend investor's perspective. Owning a strong...分析記事 • Feb 20Will Acmos (TYO:6888) Repeat Its Return Growth Of The Past?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Is New 90 Day High Low • Feb 03New 90-day high: JP¥461The company is up 14% from its price of JP¥405 on 05 November 2020. The Japanese market is also up 14% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Software industry, which is up 7.0% over the same period.分析記事 • Feb 02We Think Acmos' (TYO:6888) Statutory Profit Might Understate Its Earnings PotentialMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Reported Earnings • Feb 02Second quarter 2021 earnings released: EPS JP¥7.62 (vs JP¥7.01 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.10b (up 4.8% from 2Q 2020). Net income: JP¥74.0m (up 8.8% from 2Q 2020). Profit margin: 6.7% (up from 6.5% in 2Q 2020). The increase in margin was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 13Acmos (TYO:6888) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Dec 19Acmos Inc. to Report Q2, 2021 Results on Jan 29, 2021Acmos Inc. announced that they will report Q2, 2021 results on Jan 29, 2021分析記事 • Dec 10Could The Market Be Wrong About Acmos Inc. (TYO:6888) Given Its Attractive Financial Prospects?With its stock down 18% over the past three months, it is easy to disregard Acmos (TYO:6888). However, stock prices are...分析記事 • Nov 19Why Acmos Inc. (TYO:6888) Is A Top Dividend StockCould Acmos Inc. (TYO:6888) be an attractive dividend share to own for the long haul? Investors are often drawn to...Reported Earnings • Nov 18First quarter 2021 earnings released: EPS JP¥2.78The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥937.0m (down 13% from 1Q 2020). Net income: JP¥27.0m (down 60% from 1Q 2020). Profit margin: 2.9% (down from 6.3% in 1Q 2020). The decrease in margin was driven by lower revenue. 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 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 01First quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥294.0m, up 8.9% from the prior year. Total revenue was JP¥4.75b over the last 12 months, up 1.7% from the prior year.Is New 90 Day High Low • Oct 30New 90-day low: JP¥453The company is down 24% from its price of JP¥595 on 31 July 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.お知らせ • Oct 10Acmos Inc. to Report Q1, 2021 Results on Oct 30, 2020Acmos Inc. announced that they will report Q1, 2021 results on Oct 30, 2020お知らせ • Jun 28Acmos Inc. to Report Fiscal Year 2020 Results on Aug 04, 2020Acmos Inc. announced that they will report fiscal year 2020 results on Aug 04, 2020財務状況分析短期負債: 6888の 短期資産 ( ¥5.3B ) が 短期負債 ( ¥2.3B ) を超えています。長期負債: 6888の短期資産 ( ¥5.3B ) が 長期負債 ( ¥342.0M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 6888総負債よりも多くの現金を保有しています。負債の削減: 6888の負債対資本比率は、過去 5 年間で9.9%から28.9%に増加しました。債務返済能力: 6888の負債は 営業キャッシュフロー によって 十分にカバーされていません ( 9.9% )。インタレストカバレッジ: 6888の負債に対する 利息支払い は EBIT ( 166.7 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/06/04 14:44終値2026/06/04 00:00収益2026/03/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Acmos 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 28Acmos (TYO:6888) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Jan 13Acmos (TYO:6888) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jun 03Acmos Inc. to Report Fiscal Year 2026 Results on Aug 04, 2026Acmos Inc. announced that they will report fiscal year 2026 results on Aug 04, 2026
Reported Earnings • May 01Third quarter 2026 earnings released: EPS: JP¥27.64 (vs JP¥31.67 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.64 (down from JP¥31.67 in 3Q 2025). Revenue: JP¥2.84b (up 34% from 3Q 2025). Net income: JP¥275.0m (down 13% from 3Q 2025). Profit margin: 9.7% (down from 15% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Apr 21Acmos Inc. to Report Q3, 2026 Results on Apr 30, 2026Acmos Inc. announced that they will report Q3, 2026 results on Apr 30, 2026
Reported Earnings • Feb 05Second quarter 2026 earnings released: EPS: JP¥1.41 (vs JP¥1.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.41 (down from JP¥1.72 in 2Q 2025). Revenue: JP¥1.53b (up 11% from 2Q 2025). Net income: JP¥14.0m (down 18% from 2Q 2025). Profit margin: 0.9% (down from 1.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Dec 27Acmos Inc. to Report Q2, 2026 Results on Feb 03, 2026Acmos Inc. announced that they will report Q2, 2026 results on Feb 03, 2026
Reported Earnings • Nov 01First quarter 2026 earnings released: JP¥3.92 loss per share (vs JP¥0.91 loss in 1Q 2025)First quarter 2026 results: JP¥3.92 loss per share (further deteriorated from JP¥0.91 loss in 1Q 2025). Revenue: JP¥1.34b (down 1.3% from 1Q 2025). Net loss: JP¥39.0m (loss widened 333% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Sep 06Acmos Inc. to Report Q1, 2026 Results on Oct 31, 2025Acmos Inc. announced that they will report Q1, 2026 results on Oct 31, 2025
Reported Earnings • Aug 07Full year 2025 earnings released: EPS: JP¥38.94 (vs JP¥42.92 in FY 2024)Full year 2025 results: EPS: JP¥38.94 (down from JP¥42.92 in FY 2024). Revenue: JP¥6.42b (up 3.1% from FY 2024). Net income: JP¥386.0m (down 8.5% from FY 2024). Profit margin: 6.0% (down from 6.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Aug 05Acmos Inc., Annual General Meeting, Sep 25, 2025Acmos Inc., Annual General Meeting, Sep 25, 2025.
Buy Or Sell Opportunity • Aug 05Now 21% undervaluedOver the last 90 days, the stock has risen 1.5% to JP¥557. The fair value is estimated to be JP¥705, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.0%.
お知らせ • Jun 27Acmos Inc. to Report Fiscal Year 2025 Results on Aug 05, 2025Acmos Inc. announced that they will report fiscal year 2025 results on Aug 05, 2025
Buy Or Sell Opportunity • Jun 27Now 21% undervaluedOver the last 90 days, the stock has risen 2.7% to JP¥565. The fair value is estimated to be JP¥716, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.0%.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.5%).
Buy Or Sell Opportunity • May 22Now 20% undervaluedOver the last 90 days, the stock has risen 11% to JP¥569. The fair value is estimated to be JP¥712, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.0%.
Reported Earnings • May 01Third quarter 2025 earnings released: EPS: JP¥31.67 (vs JP¥28.80 in 3Q 2024)Third quarter 2025 results: EPS: JP¥31.67 (up from JP¥28.80 in 3Q 2024). Revenue: JP¥2.11b (down 1.0% from 3Q 2024). Net income: JP¥315.0m (up 11% from 3Q 2024). Profit margin: 15% (up from 13% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 08There's Reason For Concern Over Acmos Inc.'s (TSE:6888) PriceWith a price-to-earnings (or "P/E") ratio of 15x Acmos Inc. ( TSE:6888 ) may be sending bearish signals at the moment...
お知らせ • Mar 26Acmos Inc. to Report Q3, 2025 Results on Apr 30, 2025Acmos Inc. announced that they will report Q3, 2025 results on Apr 30, 2025
Reported Earnings • Feb 06Second quarter 2025 earnings released: EPS: JP¥1.72 (vs JP¥8.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.72 (down from JP¥8.76 in 2Q 2024). Revenue: JP¥1.38b (down 1.6% from 2Q 2024). Net income: JP¥17.0m (down 80% from 2Q 2024). Profit margin: 1.2% (down from 6.1% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 03Acmos Inc. to Report Q2, 2025 Results on Feb 04, 2025Acmos Inc. announced that they will report Q2, 2025 results on Feb 04, 2025
Reported Earnings • Nov 03First quarter 2025 earnings released: JP¥0.91 loss per share (vs JP¥2.76 profit in 1Q 2024)First quarter 2025 results: JP¥0.91 loss per share (down from JP¥2.76 profit in 1Q 2024). Revenue: JP¥1.35b (up 9.3% from 1Q 2024). Net loss: JP¥9.00m (down 133% from profit in 1Q 2024). 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 11% per year.
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥42.92 (vs JP¥42.82 in FY 2023)Full year 2024 results: EPS: JP¥42.92 (up from JP¥42.82 in FY 2023). Revenue: JP¥6.23b (up 6.2% from FY 2023). Net income: JP¥422.0m (flat on FY 2023). Profit margin: 6.8% (down from 7.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Sep 20Acmos Inc. to Report Q1, 2025 Results on Nov 01, 2024Acmos Inc. announced that they will report Q1, 2025 results on Nov 01, 2024
New Risk • Sep 17New 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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥5.45b market cap, or US$38.8m).
分析記事 • Sep 04Subdued Growth No Barrier To Acmos Inc. (TSE:6888) With Shares Advancing 32%Those holding Acmos Inc. ( TSE:6888 ) shares would be relieved that the share price has rebounded 32% in the last...
Buy Or Sell Opportunity • Aug 21Now 23% overvaluedOver the last 90 days, the stock has fallen 11% to JP¥529. The fair value is estimated to be JP¥429, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%.
分析記事 • Aug 12Acmos' (TSE:6888) Profits May Not Reveal Underlying IssuesThe market shrugged off Acmos Inc.'s ( TSE:6888 ) solid earnings report. Our analysis showed that there are some...
Reported Earnings • Aug 07Full year 2024 earnings released: EPS: JP¥42.92 (vs JP¥42.82 in FY 2023)Full year 2024 results: EPS: JP¥42.92 (up from JP¥42.82 in FY 2023). Revenue: JP¥6.23b (up 6.2% from FY 2023). Net income: JP¥422.0m (flat on FY 2023). Profit margin: 6.8% (down from 7.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Aug 05Acmos Inc., Annual General Meeting, Sep 26, 2024Acmos Inc., Annual General Meeting, Sep 26, 2024.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥431, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 25% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to JP¥431. The fair value is estimated to be JP¥600, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%.
お知らせ • Jun 20Acmos Inc. to Report Fiscal Year 2024 Results on Aug 05, 2024Acmos Inc. announced that they will report fiscal year 2024 results on Aug 05, 2024
Upcoming Dividend • Jun 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥629, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 66% over the past three years.
Reported Earnings • May 01Third quarter 2024 earnings released: EPS: JP¥28.80 (vs JP¥23.60 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.80 (up from JP¥23.60 in 3Q 2023). Revenue: JP¥2.14b (up 23% from 3Q 2023). Net income: JP¥284.0m (up 23% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
お知らせ • Mar 24Acmos Inc. to Report Q3, 2024 Results on Apr 26, 2024Acmos Inc. announced that they will report Q3, 2024 results on Apr 26, 2024
Reported Earnings • Feb 04Second quarter 2024 earnings released: EPS: JP¥8.76 (vs JP¥7.16 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.76 (up from JP¥7.16 in 2Q 2023). Revenue: JP¥1.40b (up 8.7% from 2Q 2023). Net income: JP¥86.0m (up 23% from 2Q 2023). Profit margin: 6.1% (up from 5.4% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Jan 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Outside Director Yuki Odake was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 12Acmos Inc. (TSE:6888) completed the acquisition of 80% stake in Prime System Design Co., Ltd from Masayuki Ichihara.Acmos Inc. (TSE:6888) agreed to acquire 80% stake in Prime System Design Co., Ltd from Masayuki Ichihara on December 21, 2023. Currently, Masayuki Ichihara holds 100% stake in Prime System Design. Prime System Design has net worth of ¥122 million, total assets of ¥236 million, sales of ¥557 million, operating income of ¥45 million, and net income of ¥38 million for the year ending July 2023. The transaction is expected to close on January 11, 2024. Acmos Inc. (TSE:6888) completed the acquisition of 80% stake in Prime System Design Co., Ltd from Masayuki Ichihara on January 11, 2024.
お知らせ • Dec 22Acmos Inc. to Report Q2, 2024 Results on Feb 02, 2024Acmos Inc. announced that they will report Q2, 2024 results on Feb 02, 2024
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥459, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 32% over the past three years.
Reported Earnings • Nov 04First quarter 2024 earnings released: EPS: JP¥2.76 (vs JP¥6.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.76 (down from JP¥6.96 in 1Q 2023). Revenue: JP¥1.24b (down 1.2% from 1Q 2023). Net income: JP¥27.0m (down 60% from 1Q 2023). Profit margin: 2.2% (down from 5.4% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 07Acmos Inc. to Report Q1, 2024 Results on Nov 02, 2023Acmos Inc. announced that they will report Q1, 2024 results on Nov 02, 2023
お知らせ • Aug 10Acmos Inc., Annual General Meeting, Sep 28, 2023Acmos Inc., Annual General Meeting, Sep 28, 2023.
Reported Earnings • Aug 09Full year 2023 earnings released: EPS: JP¥42.82 (vs JP¥31.03 in FY 2022)Full year 2023 results: EPS: JP¥42.82 (up from JP¥31.03 in FY 2022). Revenue: JP¥5.87b (up 27% from FY 2022). Net income: JP¥419.0m (up 38% from FY 2022). Profit margin: 7.1% (up from 6.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28Acmos Inc. to Report Fiscal Year 2023 Results on Aug 08, 2023Acmos Inc. announced that they will report fiscal year 2023 results on Aug 08, 2023
Upcoming Dividend • Jun 22Upcoming dividend of JP¥12.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
Reported Earnings • Apr 29Third quarter 2023 earnings released: EPS: JP¥23.60 (vs JP¥19.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.60 (up from JP¥19.44 in 3Q 2022). Revenue: JP¥1.73b (up 19% from 3Q 2022). Net income: JP¥231.0m (up 22% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). 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 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 04Second quarter 2023 earnings released: EPS: JP¥7.16 (vs JP¥6.25 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.16 (up from JP¥6.25 in 2Q 2022). Revenue: JP¥1.29b (up 22% from 2Q 2022). Net income: JP¥70.0m (up 15% from 2Q 2022). Profit margin: 5.4% (down from 5.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 18First quarter 2023 earnings released: EPS: JP¥6.96 (vs JP¥2.87 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥6.96 (up from JP¥2.87 loss in 1Q 2022). Revenue: JP¥1.25b (up 36% from 1Q 2022). Net income: JP¥68.0m (up JP¥96.0m from 1Q 2022). Profit margin: 5.4% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Outside Director Yasushi Matsuo was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 03First quarter 2023 earnings released: EPS: JP¥6.96 (vs JP¥2.87 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥6.96 (up from JP¥2.87 loss in 1Q 2022). Revenue: JP¥1.25b (up 36% from 1Q 2022). Net income: JP¥68.0m (up JP¥96.0m from 1Q 2022). Profit margin: 5.4% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
Buying Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be JP¥449, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Aug 05Acmos Inc., Annual General Meeting, Sep 27, 2022Acmos Inc., Annual General Meeting, Sep 27, 2022.
Reported Earnings • Aug 04Full year 2022 earnings released: EPS: JP¥31.03 (vs JP¥36.79 in FY 2021)Full year 2022 results: EPS: JP¥31.03 (down from JP¥36.79 in FY 2021). Revenue: JP¥4.61b (up 1.9% from FY 2021). Net income: JP¥303.0m (down 15% from FY 2021). Profit margin: 6.6% (down from 7.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jun 30Acmos Inc. to Report Fiscal Year 2022 Results on Aug 03, 2022Acmos Inc. announced that they will report fiscal year 2022 results on Aug 03, 2022
Upcoming Dividend • Jun 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).
お知らせ • Jun 18Acmos Inc. (TSE:6888) agreed to acquire 80% stake in FieldOne Co., Ltd from Kunihiko Shingu,Eriko Suzuki and Kazuhiro Karishu.Acmos Inc. (TSE:6888) agreed to acquire 80% stake in FieldOne Co., Ltd from Kunihiko Shingu,Eriko Suzuki and Kazuhiro Karishu on June 16, 2022. Acmos Inc. will acquire 0.019 million shares. As of March 2022 FieldOne Co., Ltd reported a total assets of ¥1.1 billion, total common equity of ¥914 million, total revenues of ¥745 million, EBIT of ¥52 million and net income of ¥43 million. the transaction is expected to close on June 30, 2022.
Reported Earnings • Apr 30Third quarter 2022 earnings released: EPS: JP¥19.44 (vs JP¥22.86 in 3Q 2021)Third quarter 2022 results: EPS: JP¥19.44 (down from JP¥22.86 in 3Q 2021). Revenue: JP¥1.45b (flat on 3Q 2021). Net income: JP¥190.0m (down 15% from 3Q 2021). Profit margin: 13% (down from 15% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Outside Director Yasushi Matsuo was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Acmos Inc. to Report Q3, 2022 Results on Apr 28, 2022Acmos Inc. announced that they will report Q3, 2022 results on Apr 28, 2022
Reported Earnings • Feb 03Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥6.25 (down from JP¥7.62 in 2Q 2021). Revenue: JP¥1.06b (down 4.0% from 2Q 2021). Net income: JP¥61.0m (down 18% from 2Q 2021). Profit margin: 5.8% (down from 6.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. 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 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥36.79 (vs JP¥34.54 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥4.53b (down 7.3% from FY 2020). Net income: JP¥358.0m (up 6.9% from FY 2020). Profit margin: 7.9% (up from 6.9% in FY 2020). The increase in margin was driven by lower expenses. 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 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 05Full year 2021 earnings released: EPS JP¥36.79 (vs JP¥34.54 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥4.53b (down 7.3% from FY 2020). Net income: JP¥358.0m (up 6.9% from FY 2020). Profit margin: 7.9% (up from 6.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 25 September 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).
Reported Earnings • May 01Third quarter 2021 earnings released: EPS JP¥22.86 (vs JP¥21.14 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.46b (down 9.1% from 3Q 2020). Net income: JP¥223.0m (up 8.8% from 3Q 2020). Profit margin: 15% (up from 13% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Apr 28Acmos (TYO:6888) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Mar 15Is Acmos Inc. (TYO:6888) A Smart Choice For Dividend Investors?Today we'll take a closer look at Acmos Inc. ( TYO:6888 ) from a dividend investor's perspective. Owning a strong...
分析記事 • Feb 20Will Acmos (TYO:6888) Repeat Its Return Growth Of The Past?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Is New 90 Day High Low • Feb 03New 90-day high: JP¥461The company is up 14% from its price of JP¥405 on 05 November 2020. The Japanese market is also up 14% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Software industry, which is up 7.0% over the same period.
分析記事 • Feb 02We Think Acmos' (TYO:6888) Statutory Profit Might Understate Its Earnings PotentialMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Reported Earnings • Feb 02Second quarter 2021 earnings released: EPS JP¥7.62 (vs JP¥7.01 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.10b (up 4.8% from 2Q 2020). Net income: JP¥74.0m (up 8.8% from 2Q 2020). Profit margin: 6.7% (up from 6.5% in 2Q 2020). The increase in margin was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 13Acmos (TYO:6888) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Dec 19Acmos Inc. to Report Q2, 2021 Results on Jan 29, 2021Acmos Inc. announced that they will report Q2, 2021 results on Jan 29, 2021
分析記事 • Dec 10Could The Market Be Wrong About Acmos Inc. (TYO:6888) Given Its Attractive Financial Prospects?With its stock down 18% over the past three months, it is easy to disregard Acmos (TYO:6888). However, stock prices are...
分析記事 • Nov 19Why Acmos Inc. (TYO:6888) Is A Top Dividend StockCould Acmos Inc. (TYO:6888) be an attractive dividend share to own for the long haul? Investors are often drawn to...
Reported Earnings • Nov 18First quarter 2021 earnings released: EPS JP¥2.78The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥937.0m (down 13% from 1Q 2020). Net income: JP¥27.0m (down 60% from 1Q 2020). Profit margin: 2.9% (down from 6.3% in 1Q 2020). The decrease in margin was driven by lower revenue. 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 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 01First quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥294.0m, up 8.9% from the prior year. Total revenue was JP¥4.75b over the last 12 months, up 1.7% from the prior year.
Is New 90 Day High Low • Oct 30New 90-day low: JP¥453The company is down 24% from its price of JP¥595 on 31 July 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.
お知らせ • Oct 10Acmos Inc. to Report Q1, 2021 Results on Oct 30, 2020Acmos Inc. announced that they will report Q1, 2021 results on Oct 30, 2020
お知らせ • Jun 28Acmos Inc. to Report Fiscal Year 2020 Results on Aug 04, 2020Acmos Inc. announced that they will report fiscal year 2020 results on Aug 04, 2020