View Future GrowthGoodpatch 過去の業績過去 基準チェック /56Goodpatchは、平均年間3.9%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% 12.8%収益成長率で 成長しています。 Goodpatchの自己資本利益率は9%であり、純利益率は7.5%です。主要情報3.92%収益成長率-1.29%EPS成長率IT 業界の成長14.26%収益成長率12.75%株主資本利益率9.00%ネット・マージン7.55%前回の決算情報28 Feb 2026最近の業績更新Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥17.75 (vs JP¥16.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.75 (up from JP¥16.28 in 2Q 2025). Revenue: JP¥1.37b (up 9.4% from 2Q 2025). Net income: JP¥155.0m (up 9.2% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Apr 07Goodpatch, Inc. to Report Q2, 2026 Results on Apr 14, 2026Goodpatch, Inc. announced that they will report Q2, 2026 results on Apr 14, 2026Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥6.87 (vs JP¥13.10 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.87 (down from JP¥13.10 in 1Q 2025). Revenue: JP¥1.21b (down 2.3% from 1Q 2025). Net income: JP¥60.0m (down 48% from 1Q 2025). Profit margin: 5.0% (down from 9.4% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 77% 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 • Nov 28Goodpatch, Inc. to Report Q1, 2026 Results on Jan 14, 2026Goodpatch, Inc. announced that they will report Q1, 2026 results on Jan 14, 2026分析記事 • Oct 28Goodpatch's (TSE:7351) Solid Earnings Are Supported By Other Strong FactorsEven though Goodpatch, Inc. ( TSE:7351 ) posted strong earnings, investors appeared to be underwhelmed. We have done...Reported Earnings • Oct 17Full year 2025 earnings released: EPS: JP¥46.34 (vs JP¥1.21 in FY 2024)Full year 2025 results: EPS: JP¥46.34 (up from JP¥1.21 in FY 2024). Revenue: JP¥5.09b (up 29% from FY 2024). Net income: JP¥407.0m (up JP¥396.0m from FY 2024). Profit margin: 8.0% (up from 0.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesReported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥17.75 (vs JP¥16.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.75 (up from JP¥16.28 in 2Q 2025). Revenue: JP¥1.37b (up 9.4% from 2Q 2025). Net income: JP¥155.0m (up 9.2% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 16Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th August 2026 Payment date: 27th November 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (10% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 6.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 07Goodpatch, Inc. to Report Q2, 2026 Results on Apr 14, 2026Goodpatch, Inc. announced that they will report Q2, 2026 results on Apr 14, 2026分析記事 • Jan 21The Returns On Capital At Goodpatch (TSE:7351) Don't Inspire ConfidenceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥6.87 (vs JP¥13.10 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.87 (down from JP¥13.10 in 1Q 2025). Revenue: JP¥1.21b (down 2.3% from 1Q 2025). Net income: JP¥60.0m (down 48% from 1Q 2025). Profit margin: 5.0% (down from 9.4% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Dec 23Here's Why Goodpatch (TSE:7351) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥651, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 18% over the past three years.お知らせ • Nov 28Goodpatch, Inc. to Report Q1, 2026 Results on Jan 14, 2026Goodpatch, Inc. announced that they will report Q1, 2026 results on Jan 14, 2026分析記事 • Oct 29It's Down 26% But Goodpatch, Inc. (TSE:7351) Could Be Riskier Than It LooksGoodpatch, Inc. ( TSE:7351 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...分析記事 • Oct 28Goodpatch's (TSE:7351) Solid Earnings Are Supported By Other Strong FactorsEven though Goodpatch, Inc. ( TSE:7351 ) posted strong earnings, investors appeared to be underwhelmed. We have done...Reported Earnings • Oct 17Full year 2025 earnings released: EPS: JP¥46.34 (vs JP¥1.21 in FY 2024)Full year 2025 results: EPS: JP¥46.34 (up from JP¥1.21 in FY 2024). Revenue: JP¥5.09b (up 29% from FY 2024). Net income: JP¥407.0m (up JP¥396.0m from FY 2024). Profit margin: 8.0% (up from 0.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 16Goodpatch (TSE:7351) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥716, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 4.2% over the past three years.お知らせ • Oct 15Goodpatch, Inc., Annual General Meeting, Nov 26, 2025Goodpatch, Inc., Annual General Meeting, Nov 26, 2025.Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥982, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 12% over the past three years.お知らせ • Aug 01Goodpatch, Inc. to Report Fiscal Year 2025 Results on Oct 15, 2025Goodpatch, Inc. announced that they will report fiscal year 2025 results on Oct 15, 2025Reported Earnings • Jul 17Third quarter 2025 earnings released: EPS: JP¥15.28 (vs JP¥3.44 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.28 (up from JP¥3.44 loss in 3Q 2024). Revenue: JP¥1.37b (up 46% from 3Q 2024). Net income: JP¥133.0m (up JP¥164.0m from 3Q 2024). Profit margin: 9.7% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Jul 16A Look At The Fair Value Of Goodpatch, Inc. (TSE:7351)Key Insights Using the 2 Stage Free Cash Flow to Equity, Goodpatch fair value estimate is JP¥924 Current share price of...分析記事 • Jul 16Optimistic Investors Push Goodpatch, Inc. (TSE:7351) Shares Up 27% But Growth Is LackingDespite an already strong run, Goodpatch, Inc. ( TSE:7351 ) shares have been powering on, with a gain of 27% in the...Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥890, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 15% over the past three years.Buy Or Sell Opportunity • Jun 25Now 20% undervaluedOver the last 90 days, the stock has risen 10.0% to JP¥739. The fair value is estimated to be JP¥926, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has declined by 21%.分析記事 • May 07Goodpatch, Inc.'s (TSE:7351) Shares Climb 40% But Its Business Is Yet to Catch UpGoodpatch, Inc. ( TSE:7351 ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Apr 21Goodpatch's (TSE:7351) Strong Earnings Are Of Good QualityGoodpatch, Inc.'s ( TSE:7351 ) strong earnings report was rewarded with a positive stock price move. Our analysis found...Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥16.28 (vs JP¥7.89 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.28 (up from JP¥7.89 in 2Q 2024). Revenue: JP¥1.25b (up 21% from 2Q 2024). Net income: JP¥142.0m (up 97% from 2Q 2024). Profit margin: 11% (up from 6.9% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥492, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 81% over the past three years.分析記事 • Mar 19Goodpatch (TSE:7351) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...New Risk • Mar 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.8% average weekly change). Earnings have declined by 31% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (3.1% net profit margin). Market cap is less than US$100m (JP¥5.89b market cap, or US$39.3m).Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥676, the stock trades at a trailing P/E ratio of 45.3x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 74% over the past three years.分析記事 • Jan 15What Goodpatch, Inc.'s (TSE:7351) P/E Is Not Telling YouWith a price-to-earnings (or "P/E") ratio of 37.9x Goodpatch, Inc. ( TSE:7351 ) may be sending very bearish signals at...Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥9.91 (vs JP¥3.28 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥9.91 (up from JP¥3.28 loss in 1Q 2024). Revenue: JP¥1.21b (up 19% from 1Q 2024). Net income: JP¥89.0m (up JP¥119.0m from 1Q 2024). Profit margin: 7.3% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.New Risk • Dec 20New 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 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (JP¥4.23b market cap, or US$26.9m).お知らせ • Dec 19Goodpatch, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending August 31, 2025Goodpatch, Inc. provided consolidated earnings guidance for the fiscal year ending August 31, 2025. For the year, the company expects net sales of JPY 4,380 million, Operating profit of JPY 204 million, Profit attributable to owners of parent of JPY 113 million and Earnings per share of JPY 12.59.お知らせ • Dec 10+ 2 more updatesGoodpatch, Inc. to Report Q1, 2025 Results on Jan 14, 2025Goodpatch, Inc. announced that they will report Q1, 2025 results on Jan 14, 2025New Risk • Oct 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.3% Last year net profit margin: 5.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (JP¥3.82b market cap, or US$25.5m).Reported Earnings • Oct 18Full year 2024 earnings released: EPS: JP¥1.21 (vs JP¥24.97 in FY 2023)Full year 2024 results: EPS: JP¥1.21 (down from JP¥24.97 in FY 2023). Revenue: JP¥3.94b (flat on FY 2023). Net income: JP¥11.0m (down 95% from FY 2023). Profit margin: 0.3% (down from 5.5% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 46% per year, which means it has not declined as severely as earnings.分析記事 • Oct 16Here's What's Concerning About Goodpatch's (TSE:7351) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...お知らせ • Oct 15+ 1 more updateGoodpatch, Inc., Annual General Meeting, Nov 27, 2024Goodpatch, Inc., Annual General Meeting, Nov 27, 2024.Buy Or Sell Opportunity • Oct 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥375. The fair value is estimated to be JP¥470, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 54%.Buy Or Sell Opportunity • Sep 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to JP¥374. The fair value is estimated to be JP¥470, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 54%.New Risk • Sep 04New major risk - Revenue and earnings growthEarnings have declined by 17% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Market cap is less than US$100m (JP¥3.51b market cap, or US$24.2m).分析記事 • Aug 06Goodpatch, Inc.'s (TSE:7351) Share Price Is Still Matching Investor Opinion Despite 32% SlumpUnfortunately for some shareholders, the Goodpatch, Inc. ( TSE:7351 ) share price has dived 32% in the last thirty...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (JP¥2.75b market cap, or US$19.3m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥302, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 88% over the past three years.お知らせ • Aug 03Goodpatch, Inc. to Report Fiscal Year 2024 Results on Oct 15, 2024Goodpatch, Inc. announced that they will report fiscal year 2024 results on Oct 15, 2024Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to JP¥382. The fair value is estimated to be JP¥481, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Reported Earnings • Jul 16Third quarter 2024 earnings released: JP¥3.44 loss per share (vs JP¥10.21 profit in 3Q 2023)Third quarter 2024 results: JP¥3.44 loss per share (down from JP¥10.21 profit in 3Q 2023). Revenue: JP¥935.0m (down 11% from 3Q 2023). Net loss: JP¥31.0m (down 135% from profit in 3Q 2023). Revenue is forecast to grow 12% 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 fallen by 54% per year but the company’s share price has only fallen by 46% per year, which means it has not declined as severely as earnings.分析記事 • Apr 19Goodpatch's (TSE:7351) Solid Profits Have Weak FundamentalsGoodpatch, Inc. ( TSE:7351 ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥7.89 (vs JP¥13.12 in 2Q 2023)Second quarter 2024 results: EPS: JP¥7.89 (down from JP¥13.12 in 2Q 2023). Revenue: JP¥1.04b (up 7.3% from 2Q 2023). Net income: JP¥72.0m (down 35% from 2Q 2023). Profit margin: 6.9% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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 fallen by 45% per year whereas the company’s share price has fallen by 43% per year.Reported Earnings • Jan 15First quarter 2024 earnings released: JP¥3.28 loss per share (vs JP¥1.56 loss in 1Q 2023)First quarter 2024 results: JP¥3.28 loss per share (further deteriorated from JP¥1.56 loss in 1Q 2023). Revenue: JP¥1.02b (up 21% from 1Q 2023). Net loss: JP¥30.0m (loss widened 131% from 1Q 2023). Revenue is forecast to grow 11% 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 fallen by 44% per year whereas the company’s share price has fallen by 39% per year.お知らせ • Jan 13Goodpatch, Inc. (TSE:7351) announces an Equity Buyback for 200,000 shares, representing 2.18% for ¥100 million.Goodpatch, Inc. (TSE:7351) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 2.18% of its issued share capital, for ¥100 million. The purpose of the program is to improve shareholder returns through improved capital efficiency, and enable flexible future capital policy implementation, including utilization in M&A. The program will be valid till April 12, 2024. As of November 30, 2023, the company has 9,163,380 issued shares (excluding treasury stock) and 1,305 treasury shares.Reported Earnings • Dec 06Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥24.97 (up from JP¥8.85 in FY 2022). Revenue: JP¥3.93b (up 5.5% from FY 2022). Net income: JP¥216.0m (up 200% from FY 2022). Profit margin: 5.5% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 11% 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 fallen by 45% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.お知らせ • Nov 29+ 2 more updatesGoodpatch, Inc. to Report Q3, 2024 Results on Jul 12, 2024Goodpatch, Inc. announced that they will report Q3, 2024 results on Jul 12, 2024Reported Earnings • Oct 15Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥27.97 (up from JP¥8.85 in FY 2022). Revenue: JP¥3.97b (up 6.5% from FY 2022). Net income: JP¥242.0m (up 236% from FY 2022). Profit margin: 6.1% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 11% 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 fallen by 43% per year whereas the company’s share price has fallen by 41% per year.お知らせ • Oct 15Goodpatch, Inc., Annual General Meeting, Nov 28, 2023Goodpatch, Inc., Annual General Meeting, Nov 28, 2023.お知らせ • Aug 03Goodpatch, Inc. to Report Q4, 2023 Results on Oct 13, 2023Goodpatch, Inc. announced that they will report Q4, 2023 results on Oct 13, 2023Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥10.21 (vs JP¥1.21 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.21 (up from JP¥1.21 in 3Q 2022). Revenue: JP¥1.05b (up 11% from 3Q 2022). Net income: JP¥89.0m (up JP¥79.0m from 3Q 2022). Profit margin: 8.5% (up from 1.1% in 3Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • May 09Goodpatch, Inc. announced that it has received ¥499.9581 million in funding from CyberAgent, Inc.On May 8, 2023, Goodpatch, Inc. closed the transaction.Reported Earnings • Apr 16Second quarter 2023 earnings released: EPS: JP¥13.12 (vs JP¥7.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥13.12 (up from JP¥7.09 in 2Q 2022). Revenue: JP¥970.0m (up 10% from 2Q 2022). Net income: JP¥110.0m (up 93% from 2Q 2022). Profit margin: 11% (up from 6.5% in 2Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Japan.Buying Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥793, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Meanwhile, the company became loss making.Buying Opportunity • Feb 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be JP¥843, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Meanwhile, the company became loss making.Buying Opportunity • Jan 21Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Meanwhile, the company became loss making.Reported Earnings • Jan 14First quarter 2023 earnings released: JP¥1.56 loss per share (vs JP¥20.31 profit in 1Q 2022)First quarter 2023 results: JP¥1.56 loss per share (down from JP¥20.31 profit in 1Q 2022). Revenue: JP¥848.0m (down 13% from 1Q 2022). Net loss: JP¥13.0m (down 108% from profit in 1Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan.Reported Earnings • Dec 04Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥8.85 (down from JP¥43.25 in FY 2021). Revenue: JP¥3.72b (up 36% from FY 2021). Net income: JP¥72.0m (down 78% from FY 2021). Profit margin: 1.9% (down from 12% in FY 2021). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan.お知らせ • Nov 30Goodpatch, Inc. to Report Q3, 2023 Results on Jul 14, 2023Goodpatch, Inc. announced that they will report Q3, 2023 results on Jul 14, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Takumi Yamaguchi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Oct 22Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥4.43b to JP¥3.90b. EPS estimate increased from JP¥56.65 to JP¥77.10 per share. Net income forecast to grow 775% next year vs 15% growth forecast for IT industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 5.1% to JP¥664 over the past week.Reported Earnings • Oct 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥8.85 (down from JP¥43.25 in FY 2021). Revenue: JP¥3.72b (up 36% from FY 2021). Net income: JP¥72.0m (down 78% from FY 2021). Profit margin: 1.9% (down from 12% in FY 2021). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan.お知らせ • Oct 16Goodpatch, Inc., Annual General Meeting, Nov 25, 2022Goodpatch, Inc., Annual General Meeting, Nov 25, 2022. Agenda: general meeting of shareholders.Major Estimate Revision • Jul 26Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥3.94b to JP¥3.81b. EPS estimate also fell from JP¥57.55 per share to JP¥43.85 per share. Net income forecast to grow 49% next year vs 13% growth forecast for IT industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 2.6% to JP¥1,019 over the past week.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to JP¥1,014, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 63% over the past year.Reported Earnings • Jul 18Third quarter 2022 earnings released: EPS: JP¥1.21 (vs JP¥9.50 in 3Q 2021)Third quarter 2022 results: EPS: JP¥1.21 (down from JP¥9.50 in 3Q 2021). Revenue: JP¥951.0m (up 39% from 3Q 2021). Net income: JP¥10.0m (down 87% from 3Q 2021). Profit margin: 1.1% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 33%, compared to a 11% growth forecast for the industry in Japan.お知らせ • Jun 01Goodpatch Common Stock to Be Deleted from OTC EquityGoodpatch, Inc. Common Stock (Japan) will be deleted from OTC Equity effective from June 01, 2022, due to Inactive Security.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,521, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,594 per share.Price Target Changed • May 04Price target decreased to JP¥3,300Down from JP¥3,725, the current price target is an average from 3 analysts. New target price is 99% above last closing price of JP¥1,658. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥55.20 for next year compared to JP¥43.25 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Takumi Yamaguchi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to JP¥1,985, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 28% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,350 per share.Reported Earnings • Apr 15Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥7.09 (down from JP¥12.29 in 2Q 2021). Revenue: JP¥879.0m (up 27% from 2Q 2021). Net income: JP¥57.0m (down 37% from 2Q 2021). Profit margin: 6.5% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 36%, compared to a 7.7% growth forecast for the industry in Japan.Buying Opportunity • Apr 07Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥3,355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last year. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,544, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 20x in the IT industry in Japan. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,335 per share.Reported Earnings • Jan 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥20.31 (up from JP¥13.34 in 1Q 2021). Revenue: JP¥978.0m (up 50% from 1Q 2021). Net income: JP¥161.0m (up 66% from 1Q 2021). Profit margin: 17% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Earnings per share (EPS) surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 29%, compared to a 7.3% growth forecast for the industry in Japan.お知らせ • Dec 24Goodpatch, Inc. (TSE:7351) acquired Studio Details Inc. from Hiroshi Kaibe and Tomoatsu Hattori.Goodpatch, Inc. (TSE:7351) acquired Studio Details Inc. from Hiroshi Kaibe and Tomoatsu Hattori on December 22, 2021. For the year ending September 2021, total asset, net asset, sales, operating profit and net profit of Studio Details Inc. was ¥229.177 million, ¥61.081 million, ¥567.343, ¥17.718 and ¥23.621 respectively. Goodpatch, Inc. (TSE:7351) completed the acquisition of Studio Details Inc. from Hiroshi Kaibe and Tomoatsu Hattori on December 22, 2021.Reported Earnings • Dec 05Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥43.25 (up from JP¥31.04 in FY 2020). Revenue: JP¥2.74b (up 28% from FY 2020). Net income: JP¥327.0m (up 52% from FY 2020). Profit margin: 12% (up from 10.0% 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 14%. Earnings per share (EPS) surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 35%, compared to a 7.7% growth forecast for the industry in Japan.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,960, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 24x in the IT industry in Japan. Total loss to shareholders of 3.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,092 per share.Reported Earnings • Oct 17Full year 2021 earnings released: EPS JP¥43.25 (vs JP¥31.04 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥2.74b (up 28% from FY 2020). Net income: JP¥327.0m (up 52% from FY 2020). Profit margin: 12% (up from 10.0% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • Jul 18Third quarter 2021 earnings released: EPS JP¥9.50 (vs JP¥6.89 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥683.0m (up 28% from 3Q 2020). Net income: JP¥74.0m (up 51% from 3Q 2020). Profit margin: 11% (up from 9.2% in 3Q 2020). The increase in margin was driven by higher revenue.お知らせ • Feb 04Goodpatch, Inc. to Report Q2, 2021 Results on Apr 14, 2021Goodpatch, Inc. announced that they will report Q2, 2021 results on Apr 14, 2021Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥2,548, the stock is trading at a trailing P/E ratio of 78.9x, down from the previous P/E ratio of 102.2x. This compares to an average P/E of 28x in the IT industry in Japan.お知らせ • Jan 24Goodpatch, Inc. announced that it expects to receive ¥8.20783 million in funding from Nomura Securities Co. Ltd., Investment ArmGoodpatch, Inc. (TSE:7351) announced a private placement of 5,090 6th stock acquisition rights and 2,180 7th stock acquisition rights at a price of ¥1,129 each for gross proceeds of ¥8,207,830 on January 22, 2021. The company will issue securities through third party allotment to Nomura Securities Co. Ltd., Investment Arm. Each stock acquisition right is exercisable into 100 common shares of the company at an initial exercise price of ¥3,420 per share from February 10, 2021 to February 9, 2024. The transaction has been approved by the board of directors of the company, and is expected to close on February 9, 2021.Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 27%, compared to a 7.9% growth forecast for the IT industry in Japan.Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 27%, compared to a 7.9% growth forecast for the IT industry in Japan.Valuation Update With 7 Day Price Move • Dec 09Market pulls back on stock over the past weekAfter last week's 16% share price decline to JP¥2,452, the stock is trading at a trailing P/E ratio of 79x, down from the previous P/E ratio of 94.4x. This compares to an average P/E of 30x in the IT industry in Japan.Reported Earnings • Dec 04Full year 2020 earnings released: EPS JP¥31.04The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥2.14b (up 27% from FY 2019). Net income: JP¥215.0m (up 277% from FY 2019). Profit margin: 10.0% (up from 3.4% in FY 2019). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Dec 04Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 27%, compared to a 8.5% growth forecast for the IT industry in Japan.お知らせ • Sep 04Goodpatch, Inc. to Report Fiscal Year 2020 Results on Oct 15, 2020Goodpatch, Inc. announced that they will report fiscal year 2020 results on Oct 15, 2020収支内訳Goodpatch 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:7351 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 265,1953922,477030 Nov 255,0783792,426031 Aug 255,0854072,385031 May 254,7773642,254028 Feb 254,3452002,228030 Nov 244,1321302,172031 Aug 243,942112,148031 May 244,059412,166029 Feb 244,1751612,052030 Nov 234,1041991,990031 Aug 233,9282161,973031 May 233,785301,906028 Feb 233,685-491,971030 Nov 223,594-1021,999031 Aug 223,724721,881031 May 223,5232941,772028 Feb 223,2553581,590030 Nov 213,0683911,441031 Aug 212,7413271,323031 May 212,5593101,213028 Feb 212,3652321,163030 Nov 202,2342271,131031 Aug 202,1432151,138031 Aug 191,68357987031 Aug 181,371-227510質の高い収益: 7351は 高品質の収益 を持っています。利益率の向上: 7351の現在の純利益率 (7.5%)は、昨年(4.6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 7351の収益は過去 5 年間で年間3.9%増加しました。成長の加速: 7351の過去 1 年間の収益成長率 ( 96% ) は、5 年間の平均 ( 年間3.9%を上回っています。収益対業界: 7351の過去 1 年間の収益成長率 ( 96% ) はIT業界14%を上回りました。株主資本利益率高いROE: 7351の 自己資本利益率 ( 9% ) 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2026/05/27 23:29終値2026/05/27 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Goodpatch, 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。4 アナリスト機関Satoru SekineDaiwa Securities Co. Ltd.Hiroshi NayaIchiyoshi Research Institute Inc.Tomoya NakajimaMarusan Securities Co. Ltd.1 その他のアナリストを表示
Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥17.75 (vs JP¥16.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.75 (up from JP¥16.28 in 2Q 2025). Revenue: JP¥1.37b (up 9.4% from 2Q 2025). Net income: JP¥155.0m (up 9.2% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Apr 07Goodpatch, Inc. to Report Q2, 2026 Results on Apr 14, 2026Goodpatch, Inc. announced that they will report Q2, 2026 results on Apr 14, 2026
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥6.87 (vs JP¥13.10 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.87 (down from JP¥13.10 in 1Q 2025). Revenue: JP¥1.21b (down 2.3% from 1Q 2025). Net income: JP¥60.0m (down 48% from 1Q 2025). Profit margin: 5.0% (down from 9.4% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 77% 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 • Nov 28Goodpatch, Inc. to Report Q1, 2026 Results on Jan 14, 2026Goodpatch, Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
分析記事 • Oct 28Goodpatch's (TSE:7351) Solid Earnings Are Supported By Other Strong FactorsEven though Goodpatch, Inc. ( TSE:7351 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
Reported Earnings • Oct 17Full year 2025 earnings released: EPS: JP¥46.34 (vs JP¥1.21 in FY 2024)Full year 2025 results: EPS: JP¥46.34 (up from JP¥1.21 in FY 2024). Revenue: JP¥5.09b (up 29% from FY 2024). Net income: JP¥407.0m (up JP¥396.0m from FY 2024). Profit margin: 8.0% (up from 0.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥17.75 (vs JP¥16.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.75 (up from JP¥16.28 in 2Q 2025). Revenue: JP¥1.37b (up 9.4% from 2Q 2025). Net income: JP¥155.0m (up 9.2% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 16Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th August 2026 Payment date: 27th November 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (10% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 6.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 07Goodpatch, Inc. to Report Q2, 2026 Results on Apr 14, 2026Goodpatch, Inc. announced that they will report Q2, 2026 results on Apr 14, 2026
分析記事 • Jan 21The Returns On Capital At Goodpatch (TSE:7351) Don't Inspire ConfidenceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥6.87 (vs JP¥13.10 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.87 (down from JP¥13.10 in 1Q 2025). Revenue: JP¥1.21b (down 2.3% from 1Q 2025). Net income: JP¥60.0m (down 48% from 1Q 2025). Profit margin: 5.0% (down from 9.4% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Dec 23Here's Why Goodpatch (TSE:7351) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥651, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 18% over the past three years.
お知らせ • Nov 28Goodpatch, Inc. to Report Q1, 2026 Results on Jan 14, 2026Goodpatch, Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
分析記事 • Oct 29It's Down 26% But Goodpatch, Inc. (TSE:7351) Could Be Riskier Than It LooksGoodpatch, Inc. ( TSE:7351 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
分析記事 • Oct 28Goodpatch's (TSE:7351) Solid Earnings Are Supported By Other Strong FactorsEven though Goodpatch, Inc. ( TSE:7351 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
Reported Earnings • Oct 17Full year 2025 earnings released: EPS: JP¥46.34 (vs JP¥1.21 in FY 2024)Full year 2025 results: EPS: JP¥46.34 (up from JP¥1.21 in FY 2024). Revenue: JP¥5.09b (up 29% from FY 2024). Net income: JP¥407.0m (up JP¥396.0m from FY 2024). Profit margin: 8.0% (up from 0.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 16Goodpatch (TSE:7351) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥716, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 4.2% over the past three years.
お知らせ • Oct 15Goodpatch, Inc., Annual General Meeting, Nov 26, 2025Goodpatch, Inc., Annual General Meeting, Nov 26, 2025.
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥982, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 12% over the past three years.
お知らせ • Aug 01Goodpatch, Inc. to Report Fiscal Year 2025 Results on Oct 15, 2025Goodpatch, Inc. announced that they will report fiscal year 2025 results on Oct 15, 2025
Reported Earnings • Jul 17Third quarter 2025 earnings released: EPS: JP¥15.28 (vs JP¥3.44 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.28 (up from JP¥3.44 loss in 3Q 2024). Revenue: JP¥1.37b (up 46% from 3Q 2024). Net income: JP¥133.0m (up JP¥164.0m from 3Q 2024). Profit margin: 9.7% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Jul 16A Look At The Fair Value Of Goodpatch, Inc. (TSE:7351)Key Insights Using the 2 Stage Free Cash Flow to Equity, Goodpatch fair value estimate is JP¥924 Current share price of...
分析記事 • Jul 16Optimistic Investors Push Goodpatch, Inc. (TSE:7351) Shares Up 27% But Growth Is LackingDespite an already strong run, Goodpatch, Inc. ( TSE:7351 ) shares have been powering on, with a gain of 27% in the...
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥890, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 15% over the past three years.
Buy Or Sell Opportunity • Jun 25Now 20% undervaluedOver the last 90 days, the stock has risen 10.0% to JP¥739. The fair value is estimated to be JP¥926, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has declined by 21%.
分析記事 • May 07Goodpatch, Inc.'s (TSE:7351) Shares Climb 40% But Its Business Is Yet to Catch UpGoodpatch, Inc. ( TSE:7351 ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 • Apr 21Goodpatch's (TSE:7351) Strong Earnings Are Of Good QualityGoodpatch, Inc.'s ( TSE:7351 ) strong earnings report was rewarded with a positive stock price move. Our analysis found...
Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥16.28 (vs JP¥7.89 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.28 (up from JP¥7.89 in 2Q 2024). Revenue: JP¥1.25b (up 21% from 2Q 2024). Net income: JP¥142.0m (up 97% from 2Q 2024). Profit margin: 11% (up from 6.9% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥492, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 81% over the past three years.
分析記事 • Mar 19Goodpatch (TSE:7351) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
New Risk • Mar 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.8% average weekly change). Earnings have declined by 31% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (3.1% net profit margin). Market cap is less than US$100m (JP¥5.89b market cap, or US$39.3m).
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥676, the stock trades at a trailing P/E ratio of 45.3x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 74% over the past three years.
分析記事 • Jan 15What Goodpatch, Inc.'s (TSE:7351) P/E Is Not Telling YouWith a price-to-earnings (or "P/E") ratio of 37.9x Goodpatch, Inc. ( TSE:7351 ) may be sending very bearish signals at...
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥9.91 (vs JP¥3.28 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥9.91 (up from JP¥3.28 loss in 1Q 2024). Revenue: JP¥1.21b (up 19% from 1Q 2024). Net income: JP¥89.0m (up JP¥119.0m from 1Q 2024). Profit margin: 7.3% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.
New Risk • Dec 20New 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 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (JP¥4.23b market cap, or US$26.9m).
お知らせ • Dec 19Goodpatch, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending August 31, 2025Goodpatch, Inc. provided consolidated earnings guidance for the fiscal year ending August 31, 2025. For the year, the company expects net sales of JPY 4,380 million, Operating profit of JPY 204 million, Profit attributable to owners of parent of JPY 113 million and Earnings per share of JPY 12.59.
お知らせ • Dec 10+ 2 more updatesGoodpatch, Inc. to Report Q1, 2025 Results on Jan 14, 2025Goodpatch, Inc. announced that they will report Q1, 2025 results on Jan 14, 2025
New Risk • Oct 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.3% Last year net profit margin: 5.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (JP¥3.82b market cap, or US$25.5m).
Reported Earnings • Oct 18Full year 2024 earnings released: EPS: JP¥1.21 (vs JP¥24.97 in FY 2023)Full year 2024 results: EPS: JP¥1.21 (down from JP¥24.97 in FY 2023). Revenue: JP¥3.94b (flat on FY 2023). Net income: JP¥11.0m (down 95% from FY 2023). Profit margin: 0.3% (down from 5.5% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 46% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 16Here's What's Concerning About Goodpatch's (TSE:7351) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
お知らせ • Oct 15+ 1 more updateGoodpatch, Inc., Annual General Meeting, Nov 27, 2024Goodpatch, Inc., Annual General Meeting, Nov 27, 2024.
Buy Or Sell Opportunity • Oct 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥375. The fair value is estimated to be JP¥470, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 54%.
Buy Or Sell Opportunity • Sep 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to JP¥374. The fair value is estimated to be JP¥470, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 54%.
New Risk • Sep 04New major risk - Revenue and earnings growthEarnings have declined by 17% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Market cap is less than US$100m (JP¥3.51b market cap, or US$24.2m).
分析記事 • Aug 06Goodpatch, Inc.'s (TSE:7351) Share Price Is Still Matching Investor Opinion Despite 32% SlumpUnfortunately for some shareholders, the Goodpatch, Inc. ( TSE:7351 ) share price has dived 32% in the last thirty...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (JP¥2.75b market cap, or US$19.3m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥302, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 88% over the past three years.
お知らせ • Aug 03Goodpatch, Inc. to Report Fiscal Year 2024 Results on Oct 15, 2024Goodpatch, Inc. announced that they will report fiscal year 2024 results on Oct 15, 2024
Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to JP¥382. The fair value is estimated to be JP¥481, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Reported Earnings • Jul 16Third quarter 2024 earnings released: JP¥3.44 loss per share (vs JP¥10.21 profit in 3Q 2023)Third quarter 2024 results: JP¥3.44 loss per share (down from JP¥10.21 profit in 3Q 2023). Revenue: JP¥935.0m (down 11% from 3Q 2023). Net loss: JP¥31.0m (down 135% from profit in 3Q 2023). Revenue is forecast to grow 12% 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 fallen by 54% per year but the company’s share price has only fallen by 46% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 19Goodpatch's (TSE:7351) Solid Profits Have Weak FundamentalsGoodpatch, Inc. ( TSE:7351 ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...
Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥7.89 (vs JP¥13.12 in 2Q 2023)Second quarter 2024 results: EPS: JP¥7.89 (down from JP¥13.12 in 2Q 2023). Revenue: JP¥1.04b (up 7.3% from 2Q 2023). Net income: JP¥72.0m (down 35% from 2Q 2023). Profit margin: 6.9% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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 fallen by 45% per year whereas the company’s share price has fallen by 43% per year.
Reported Earnings • Jan 15First quarter 2024 earnings released: JP¥3.28 loss per share (vs JP¥1.56 loss in 1Q 2023)First quarter 2024 results: JP¥3.28 loss per share (further deteriorated from JP¥1.56 loss in 1Q 2023). Revenue: JP¥1.02b (up 21% from 1Q 2023). Net loss: JP¥30.0m (loss widened 131% from 1Q 2023). Revenue is forecast to grow 11% 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 fallen by 44% per year whereas the company’s share price has fallen by 39% per year.
お知らせ • Jan 13Goodpatch, Inc. (TSE:7351) announces an Equity Buyback for 200,000 shares, representing 2.18% for ¥100 million.Goodpatch, Inc. (TSE:7351) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 2.18% of its issued share capital, for ¥100 million. The purpose of the program is to improve shareholder returns through improved capital efficiency, and enable flexible future capital policy implementation, including utilization in M&A. The program will be valid till April 12, 2024. As of November 30, 2023, the company has 9,163,380 issued shares (excluding treasury stock) and 1,305 treasury shares.
Reported Earnings • Dec 06Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥24.97 (up from JP¥8.85 in FY 2022). Revenue: JP¥3.93b (up 5.5% from FY 2022). Net income: JP¥216.0m (up 200% from FY 2022). Profit margin: 5.5% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 11% 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 fallen by 45% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 29+ 2 more updatesGoodpatch, Inc. to Report Q3, 2024 Results on Jul 12, 2024Goodpatch, Inc. announced that they will report Q3, 2024 results on Jul 12, 2024
Reported Earnings • Oct 15Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥27.97 (up from JP¥8.85 in FY 2022). Revenue: JP¥3.97b (up 6.5% from FY 2022). Net income: JP¥242.0m (up 236% from FY 2022). Profit margin: 6.1% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 11% 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 fallen by 43% per year whereas the company’s share price has fallen by 41% per year.
お知らせ • Oct 15Goodpatch, Inc., Annual General Meeting, Nov 28, 2023Goodpatch, Inc., Annual General Meeting, Nov 28, 2023.
お知らせ • Aug 03Goodpatch, Inc. to Report Q4, 2023 Results on Oct 13, 2023Goodpatch, Inc. announced that they will report Q4, 2023 results on Oct 13, 2023
Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥10.21 (vs JP¥1.21 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.21 (up from JP¥1.21 in 3Q 2022). Revenue: JP¥1.05b (up 11% from 3Q 2022). Net income: JP¥89.0m (up JP¥79.0m from 3Q 2022). Profit margin: 8.5% (up from 1.1% in 3Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • May 09Goodpatch, Inc. announced that it has received ¥499.9581 million in funding from CyberAgent, Inc.On May 8, 2023, Goodpatch, Inc. closed the transaction.
Reported Earnings • Apr 16Second quarter 2023 earnings released: EPS: JP¥13.12 (vs JP¥7.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥13.12 (up from JP¥7.09 in 2Q 2022). Revenue: JP¥970.0m (up 10% from 2Q 2022). Net income: JP¥110.0m (up 93% from 2Q 2022). Profit margin: 11% (up from 6.5% in 2Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Japan.
Buying Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥793, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Meanwhile, the company became loss making.
Buying Opportunity • Feb 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be JP¥843, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Meanwhile, the company became loss making.
Buying Opportunity • Jan 21Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Meanwhile, the company became loss making.
Reported Earnings • Jan 14First quarter 2023 earnings released: JP¥1.56 loss per share (vs JP¥20.31 profit in 1Q 2022)First quarter 2023 results: JP¥1.56 loss per share (down from JP¥20.31 profit in 1Q 2022). Revenue: JP¥848.0m (down 13% from 1Q 2022). Net loss: JP¥13.0m (down 108% from profit in 1Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan.
Reported Earnings • Dec 04Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥8.85 (down from JP¥43.25 in FY 2021). Revenue: JP¥3.72b (up 36% from FY 2021). Net income: JP¥72.0m (down 78% from FY 2021). Profit margin: 1.9% (down from 12% in FY 2021). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan.
お知らせ • Nov 30Goodpatch, Inc. to Report Q3, 2023 Results on Jul 14, 2023Goodpatch, Inc. announced that they will report Q3, 2023 results on Jul 14, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Takumi Yamaguchi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Oct 22Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥4.43b to JP¥3.90b. EPS estimate increased from JP¥56.65 to JP¥77.10 per share. Net income forecast to grow 775% next year vs 15% growth forecast for IT industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 5.1% to JP¥664 over the past week.
Reported Earnings • Oct 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥8.85 (down from JP¥43.25 in FY 2021). Revenue: JP¥3.72b (up 36% from FY 2021). Net income: JP¥72.0m (down 78% from FY 2021). Profit margin: 1.9% (down from 12% in FY 2021). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan.
お知らせ • Oct 16Goodpatch, Inc., Annual General Meeting, Nov 25, 2022Goodpatch, Inc., Annual General Meeting, Nov 25, 2022. Agenda: general meeting of shareholders.
Major Estimate Revision • Jul 26Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥3.94b to JP¥3.81b. EPS estimate also fell from JP¥57.55 per share to JP¥43.85 per share. Net income forecast to grow 49% next year vs 13% growth forecast for IT industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 2.6% to JP¥1,019 over the past week.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to JP¥1,014, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 63% over the past year.
Reported Earnings • Jul 18Third quarter 2022 earnings released: EPS: JP¥1.21 (vs JP¥9.50 in 3Q 2021)Third quarter 2022 results: EPS: JP¥1.21 (down from JP¥9.50 in 3Q 2021). Revenue: JP¥951.0m (up 39% from 3Q 2021). Net income: JP¥10.0m (down 87% from 3Q 2021). Profit margin: 1.1% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 33%, compared to a 11% growth forecast for the industry in Japan.
お知らせ • Jun 01Goodpatch Common Stock to Be Deleted from OTC EquityGoodpatch, Inc. Common Stock (Japan) will be deleted from OTC Equity effective from June 01, 2022, due to Inactive Security.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,521, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,594 per share.
Price Target Changed • May 04Price target decreased to JP¥3,300Down from JP¥3,725, the current price target is an average from 3 analysts. New target price is 99% above last closing price of JP¥1,658. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥55.20 for next year compared to JP¥43.25 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Takumi Yamaguchi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to JP¥1,985, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 28% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,350 per share.
Reported Earnings • Apr 15Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥7.09 (down from JP¥12.29 in 2Q 2021). Revenue: JP¥879.0m (up 27% from 2Q 2021). Net income: JP¥57.0m (down 37% from 2Q 2021). Profit margin: 6.5% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 36%, compared to a 7.7% growth forecast for the industry in Japan.
Buying Opportunity • Apr 07Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥3,355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last year. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,544, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 20x in the IT industry in Japan. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,335 per share.
Reported Earnings • Jan 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥20.31 (up from JP¥13.34 in 1Q 2021). Revenue: JP¥978.0m (up 50% from 1Q 2021). Net income: JP¥161.0m (up 66% from 1Q 2021). Profit margin: 17% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Earnings per share (EPS) surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 29%, compared to a 7.3% growth forecast for the industry in Japan.
お知らせ • Dec 24Goodpatch, Inc. (TSE:7351) acquired Studio Details Inc. from Hiroshi Kaibe and Tomoatsu Hattori.Goodpatch, Inc. (TSE:7351) acquired Studio Details Inc. from Hiroshi Kaibe and Tomoatsu Hattori on December 22, 2021. For the year ending September 2021, total asset, net asset, sales, operating profit and net profit of Studio Details Inc. was ¥229.177 million, ¥61.081 million, ¥567.343, ¥17.718 and ¥23.621 respectively. Goodpatch, Inc. (TSE:7351) completed the acquisition of Studio Details Inc. from Hiroshi Kaibe and Tomoatsu Hattori on December 22, 2021.
Reported Earnings • Dec 05Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥43.25 (up from JP¥31.04 in FY 2020). Revenue: JP¥2.74b (up 28% from FY 2020). Net income: JP¥327.0m (up 52% from FY 2020). Profit margin: 12% (up from 10.0% 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 14%. Earnings per share (EPS) surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 35%, compared to a 7.7% growth forecast for the industry in Japan.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,960, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 24x in the IT industry in Japan. Total loss to shareholders of 3.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,092 per share.
Reported Earnings • Oct 17Full year 2021 earnings released: EPS JP¥43.25 (vs JP¥31.04 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥2.74b (up 28% from FY 2020). Net income: JP¥327.0m (up 52% from FY 2020). Profit margin: 12% (up from 10.0% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Jul 18Third quarter 2021 earnings released: EPS JP¥9.50 (vs JP¥6.89 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥683.0m (up 28% from 3Q 2020). Net income: JP¥74.0m (up 51% from 3Q 2020). Profit margin: 11% (up from 9.2% in 3Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Feb 04Goodpatch, Inc. to Report Q2, 2021 Results on Apr 14, 2021Goodpatch, Inc. announced that they will report Q2, 2021 results on Apr 14, 2021
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥2,548, the stock is trading at a trailing P/E ratio of 78.9x, down from the previous P/E ratio of 102.2x. This compares to an average P/E of 28x in the IT industry in Japan.
お知らせ • Jan 24Goodpatch, Inc. announced that it expects to receive ¥8.20783 million in funding from Nomura Securities Co. Ltd., Investment ArmGoodpatch, Inc. (TSE:7351) announced a private placement of 5,090 6th stock acquisition rights and 2,180 7th stock acquisition rights at a price of ¥1,129 each for gross proceeds of ¥8,207,830 on January 22, 2021. The company will issue securities through third party allotment to Nomura Securities Co. Ltd., Investment Arm. Each stock acquisition right is exercisable into 100 common shares of the company at an initial exercise price of ¥3,420 per share from February 10, 2021 to February 9, 2024. The transaction has been approved by the board of directors of the company, and is expected to close on February 9, 2021.
Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 27%, compared to a 7.9% growth forecast for the IT industry in Japan.
Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 27%, compared to a 7.9% growth forecast for the IT industry in Japan.
Valuation Update With 7 Day Price Move • Dec 09Market pulls back on stock over the past weekAfter last week's 16% share price decline to JP¥2,452, the stock is trading at a trailing P/E ratio of 79x, down from the previous P/E ratio of 94.4x. This compares to an average P/E of 30x in the IT industry in Japan.
Reported Earnings • Dec 04Full year 2020 earnings released: EPS JP¥31.04The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥2.14b (up 27% from FY 2019). Net income: JP¥215.0m (up 277% from FY 2019). Profit margin: 10.0% (up from 3.4% in FY 2019). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Dec 04Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 27%, compared to a 8.5% growth forecast for the IT industry in Japan.
お知らせ • Sep 04Goodpatch, Inc. to Report Fiscal Year 2020 Results on Oct 15, 2020Goodpatch, Inc. announced that they will report fiscal year 2020 results on Oct 15, 2020