View Future GrowthRyomo SystemsLtd 過去の業績過去 基準チェック /56Ryomo SystemsLtdは、平均年間17.7%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% 9.8%収益成長率で 成長しています。 Ryomo SystemsLtdの自己資本利益率は13.2%であり、純利益率は8.4%です。主要情報17.69%収益成長率17.68%EPS成長率IT 業界の成長14.26%収益成長率9.78%株主資本利益率13.17%ネット・マージン8.37%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥616 (vs JP¥449 in FY 2025)Full year 2026 results: EPS: JP¥616 (up from JP¥449 in FY 2025). Revenue: JP¥25.7b (up 14% from FY 2025). Net income: JP¥2.16b (up 37% from FY 2025). Profit margin: 8.4% (up from 7.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 10Ryomo Systems Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥153 (vs JP¥111 in 3Q 2025)Third quarter 2026 results: EPS: JP¥153 (up from JP¥111 in 3Q 2025). Revenue: JP¥6.80b (up 38% from 3Q 2025). Net income: JP¥535.0m (up 38% from 3Q 2025). Profit margin: 7.9% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥156 (vs JP¥87.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥156 (up from JP¥87.21 in 2Q 2025). Revenue: JP¥5.82b (up 28% from 2Q 2025). Net income: JP¥546.0m (up 79% from 2Q 2025). Profit margin: 9.4% (up from 6.7% in 2Q 2025). 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥449 (vs JP¥270 in FY 2024)Full year 2025 results: EPS: JP¥449 (up from JP¥270 in FY 2024). Revenue: JP¥22.5b (up 24% from FY 2024). Net income: JP¥1.57b (up 66% from FY 2024). Profit margin: 7.0% (up from 5.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • Jun 03+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q1, 2026 Results on Jul 23, 2025Ryomo Systems Co.,Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025すべての更新を表示Recent updatesReported Earnings • May 18Full year 2026 earnings released: EPS: JP¥616 (vs JP¥449 in FY 2025)Full year 2026 results: EPS: JP¥616 (up from JP¥449 in FY 2025). Revenue: JP¥25.7b (up 14% from FY 2025). Net income: JP¥2.16b (up 37% from FY 2025). Profit margin: 8.4% (up from 7.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 16Mitsuba Corporation (TSE:7280) and Chubu Electric Power Company, Incorporated (TSE:9502) proposed to acquire an remaining 48.7% stake in Ryomo Systems Co.,Ltd. (TSE:9691) for ¥8.9 billion.Mitsuba Corporation (TSE:7280) and Chubu Electric Power Company, Incorporated (TSE:9502) proposed to acquire an remaining 48.7% stake in Ryomo Systems Co.,Ltd. (TSE:9691) for ¥8.9 billion on May 14, 2026. A cash consideration valued at ¥5200 per share will be paid by Mitsuba Corporation and Chubu Electric Power Company, Incorporated. The lower limit of the tender offer acceptance is 0.53726 million shares, which will increase the ownership of tender offerors to 66.67% stake. The sellers in the transaction include Sadami Hino, Custody Bank of Japan, Ltd., Hikari Tsushin Investments Okinawa Co., Ltd., Tomohiro Yoshida, Secom General Insurance Co., Ltd., Sunfield Industry Co., Ltd., Kiryu Gas Company and Ryuei Seiko, K.K. If the Tender Offer is successfully completed, but the Offerors are unable to acquire all of the Target Company Shares (excluding the Target Company Shares held by MITSUBA and the treasury shares held by the Target Company) in the Tender Offer, then the Offerors intend to request the Target Company to carry out a series of procedures (the “Squeeze Out Procedures”) for making the Offerors the only shareholders of the Target Company. the Offerors, MITSUBA plans to purchase up to 1,003,800 shares (ownership percentage: 28.69%) out of the total number of Tendered Share Certificates, Etc. in which 80% of the voting rights represented by the Target Company Shares will be held by MITSUBA after purchase, and Chubu Electric Power plans to purchase the remaining 20% shares. The transaction is subject to minimum tender. The Board of Directors of Ryomo Systems Co.,Ltd. formed a special committee for the transaction. The expected completion of the transaction is July 8, 2026. The transaction was recommended by board of directors of Ryomo Systems on May 14, 2026. Mizuho Securities Co., Ltd. acted as financial advisor for Mitsuba Corporation. YAMADA Consulting Group Co.,Ltd. acted as financial advisor for Chubu Electric Power Company, Incorporated. Mori Hamada & Matsumoto LPC acted as legal advisor for Mitsuba Corporation and Chubu Electric Power Company, Incorporated. Nishimura & Asahi acted as legal advisor for Ryomo Systems Co.,Ltd.お知らせ • May 15Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 24, 2026Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 24, 2026.New Risk • May 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥4,970, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 14x in the IT industry in Japan. Total returns to shareholders of 159% over the past three years.お知らせ • May 10Ryomo Systems Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 10 June 2026. Payout ratio is a comfortable 7.3% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).New Risk • Feb 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.5b (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥153 (vs JP¥111 in 3Q 2025)Third quarter 2026 results: EPS: JP¥153 (up from JP¥111 in 3Q 2025). Revenue: JP¥6.80b (up 38% from 3Q 2025). Net income: JP¥535.0m (up 38% from 3Q 2025). Profit margin: 7.9% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥156 (vs JP¥87.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥156 (up from JP¥87.21 in 2Q 2025). Revenue: JP¥5.82b (up 28% from 2Q 2025). Net income: JP¥546.0m (up 79% from 2Q 2025). Profit margin: 9.4% (up from 6.7% in 2Q 2025). 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 24Does Ryomo SystemsLtd (TSE:9691) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Oct 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% 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: Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥14.5b market cap, or US$94.8m).Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 8.6% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.2%).Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥449 (vs JP¥270 in FY 2024)Full year 2025 results: EPS: JP¥449 (up from JP¥270 in FY 2024). Revenue: JP¥22.5b (up 24% from FY 2024). Net income: JP¥1.57b (up 66% from FY 2024). Profit margin: 7.0% (up from 5.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • Jun 03+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q1, 2026 Results on Jul 23, 2025Ryomo Systems Co.,Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥448 (vs JP¥270 in FY 2024)Full year 2025 results: EPS: JP¥448 (up from JP¥270 in FY 2024). Revenue: JP¥22.5b (up 24% from FY 2024). Net income: JP¥1.57b (up 66% from FY 2024). Profit margin: 7.0% (up from 5.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • May 13Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 25, 2025Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 25, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 7.7% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).分析記事 • Mar 19Why Investors Shouldn't Be Surprised By Ryomo Systems Co.,Ltd.'s (TSE:9691) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Ryomo...お知らせ • Mar 07Ryomo Systems Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Jan 29Third quarter 2025 earnings released: EPS: JP¥111 (vs JP¥62.89 in 3Q 2024)Third quarter 2025 results: EPS: JP¥111 (up from JP¥62.89 in 3Q 2024). Revenue: JP¥4.94b (up 10.0% from 3Q 2024). Net income: JP¥388.0m (up 76% from 3Q 2024). Profit margin: 7.9% (up from 4.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.分析記事 • Oct 29Some Investors May Be Willing To Look Past Ryomo SystemsLtd's (TSE:9691) Soft EarningsInvestors were disappointed with the weak earnings posted by Ryomo Systems Co.,Ltd. ( TSE:9691 ). Despite the soft...New Risk • Oct 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥7.79b market cap, or US$51.3m).Reported Earnings • Oct 23Second quarter 2025 earnings released: EPS: JP¥87.18 (vs JP¥90.62 in 2Q 2024)Second quarter 2025 results: EPS: JP¥87.18 (down from JP¥90.62 in 2Q 2024). Revenue: JP¥4.56b (up 1.1% from 2Q 2024). Net income: JP¥305.0m (down 3.8% from 2Q 2024). Profit margin: 6.7% (down from 7.0% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.分析記事 • Oct 18Is Ryomo SystemsLtd (TSE:9691) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,313, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 28% over the past three years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).分析記事 • Aug 05Ryomo Systems Co.,Ltd. (TSE:9691) Stock's 33% Dive Might Signal An Opportunity But It Requires Some ScrutinyTo the annoyance of some shareholders, Ryomo Systems Co.,Ltd. ( TSE:9691 ) shares are down a considerable 33% in the...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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥5.77b market cap, or US$40.5m).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¥1,650, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 6.6% over the past three years.Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥19.72 (vs JP¥74.04 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.72 (down from JP¥74.04 in 1Q 2024). Revenue: JP¥3.92b (up 1.3% from 1Q 2024). Net income: JP¥69.0m (down 73% from 1Q 2024). Profit margin: 1.8% (down from 6.7% in 1Q 2024). 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 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥270 (vs JP¥347 in FY 2023)Full year 2024 results: EPS: JP¥270 (down from JP¥347 in FY 2023). Revenue: JP¥18.2b (up 5.4% from FY 2023). Net income: JP¥944.0m (down 22% from FY 2023). Profit margin: 5.2% (down from 7.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 06+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q1, 2025 Results on Jul 23, 2024Ryomo Systems Co.,Ltd. announced that they will report Q1, 2025 results on Jul 23, 2024New Risk • May 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥8.82b market cap, or US$56.6m).Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥270 (vs JP¥347 in FY 2023)Full year 2024 results: EPS: JP¥270 (down from JP¥347 in FY 2023). Revenue: JP¥18.2b (up 5.4% from FY 2023). Net income: JP¥944.0m (down 22% from FY 2023). Profit margin: 5.2% (down from 7.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 11Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 19, 2024Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 19, 2024.お知らせ • Mar 28Ryomo Systems Co.,Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2024 results on May 09, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 9.2% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).Reported Earnings • Jan 24Third quarter 2024 earnings released: EPS: JP¥62.86 (vs JP¥36.02 in 3Q 2023)Third quarter 2024 results: EPS: JP¥62.86 (up from JP¥36.02 in 3Q 2023). Revenue: JP¥4.49b (up 16% from 3Q 2023). Net income: JP¥220.0m (up 75% from 3Q 2023). Profit margin: 4.9% (up from 3.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,735, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 43% over the past three years.Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥90.59 (vs JP¥85.76 in 2Q 2023)Second quarter 2024 results: EPS: JP¥90.59 (up from JP¥85.76 in 2Q 2023). Revenue: JP¥4.51b (up 9.2% from 2Q 2023). Net income: JP¥317.0m (up 5.7% from 2Q 2023). Profit margin: 7.0% (down from 7.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 9.5% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.5%).New Risk • Jul 28New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥8.63b market cap, or US$62.1m).Reported Earnings • Jul 27First quarter 2024 earnings released: EPS: JP¥74.03 (vs JP¥30.88 in 1Q 2023)First quarter 2024 results: EPS: JP¥74.03 (up from JP¥30.88 in 1Q 2023). Revenue: JP¥3.87b (up 7.5% from 1Q 2023). Net income: JP¥259.0m (up 140% from 1Q 2023). Profit margin: 6.7% (up from 3.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,495, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 47% over the past three years.Reported Earnings • Jun 25Full year 2023 earnings released: EPS: JP¥347 (vs JP¥276 in FY 2022)Full year 2023 results: EPS: JP¥347 (up from JP¥276 in FY 2022). Revenue: JP¥17.2b (up 11% from FY 2022). Net income: JP¥1.21b (up 26% from FY 2022). Profit margin: 7.0% (up from 6.2% 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 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 31+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q3, 2024 Results on Jan 23, 2024Ryomo Systems Co.,Ltd. announced that they will report Q3, 2024 results on Jan 23, 2024Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥347 (vs JP¥276 in FY 2022)Full year 2023 results: EPS: JP¥347 (up from JP¥276 in FY 2022). Revenue: JP¥17.2b (up 11% from FY 2022). Net income: JP¥1.21b (up 26% from FY 2022). Profit margin: 7.0% (up from 6.2% 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 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥36.00 (vs JP¥47.46 in 3Q 2022)Third quarter 2023 results: EPS: JP¥36.00 (down from JP¥47.46 in 3Q 2022). Revenue: JP¥3.86b (up 5.6% from 3Q 2022). Net income: JP¥126.0m (down 24% from 3Q 2022). Profit margin: 3.3% (down from 4.5% in 3Q 2022). The decrease in margin was 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 fallen by 16% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Noboru Kojima 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.Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥85.73 (vs JP¥123 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.73 (down from JP¥123 in 2Q 2022). Revenue: JP¥4.13b (down 14% from 2Q 2022). Net income: JP¥300.0m (down 30% from 2Q 2022). Profit margin: 7.3% (down from 9.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 8.8% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: JP¥30.87 (vs JP¥34.02 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥30.87 (up from JP¥34.02 loss in 1Q 2022). Revenue: JP¥3.60b (up 23% from 1Q 2022). Net income: JP¥108.0m (up JP¥227.0m from 1Q 2022). Profit margin: 3.0% (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 9% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥15.5b (down 6.9% from FY 2021). Net income: JP¥965.0m (up 18% from FY 2021). Profit margin: 6.2% (up from 4.9% in FY 2021). The increase in margin was driven by lower expenses.お知らせ • Jun 05+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q3, 2023 Results on Jan 24, 2023Ryomo Systems Co.,Ltd. announced that they will report Q3, 2023 results on Jan 24, 2023お知らせ • May 12Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 22, 2022Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 22, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥276 (vs JP¥235 in FY 2021)Full year 2022 results: EPS: JP¥276 (up from JP¥235 in FY 2021). Revenue: JP¥15.5b (down 6.9% from FY 2021). Net income: JP¥965.0m (up 18% from FY 2021). Profit margin: 6.2% (up from 4.9% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Outside Director Noboru Kojima was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Ryomo Systems Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Reported Earnings • Jan 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥47.42 (up from JP¥43.74 in 3Q 2021). Revenue: JP¥3.66b (down 1.5% from 3Q 2021). Net income: JP¥166.0m (up 8.5% from 3Q 2021). Profit margin: 4.5% (up from 4.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥123 (vs JP¥54.32 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥4.81b (up 23% from 2Q 2021). Net income: JP¥431.0m (up 127% from 2Q 2021). Profit margin: 9.0% (up from 4.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥1,915, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 24x in the IT industry in Japan. Total returns to shareholders of 41% over the past three years.Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥235 (vs JP¥246 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥16.6b (up 5.0% from FY 2020). Net income: JP¥821.0m (down 4.8% from FY 2020). Profit margin: 4.9% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥235 (vs JP¥246 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥16.6b (up 5.0% from FY 2020). Net income: JP¥821.0m (down 4.8% from FY 2020). Profit margin: 4.9% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 23Is Ryomo SystemsLtd (TYO:9691) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.3%).分析記事 • Mar 12Ryomo SystemsLtd (TYO:9691) Has Gifted Shareholders With A Fantastic 183% Total Return On Their InvestmentWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...お知らせ • Mar 04Ryomo Systems Co.,Ltd. to Report Q4, 2021 Results on May 11, 2021Ryomo Systems Co.,Ltd. announced that they will report Q4, 2021 results on May 11, 2021分析記事 • Feb 11Ryomo Systems Co.,Ltd. (TYO:9691) Is An Attractive Dividend Stock - Here's WhyDividend paying stocks like Ryomo Systems Co.,Ltd. ( TYO:9691 ) tend to be popular with investors, and for good reason...Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥43.71 (vs JP¥53.75 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.71b (down 1.3% from 3Q 2020). Net income: JP¥153.0m (down 19% from 3Q 2020). Profit margin: 4.1% (down from 5.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% 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 • Dec 23Here’s What’s Happening With Returns At Ryomo SystemsLtd (TYO:9691)To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Is New 90 Day High Low • Dec 14New 90-day low: JP¥1,892The company is down 11% from its price of JP¥2,131 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period.Is New 90 Day High Low • Nov 20New 90-day low: JP¥1,897The company is down 6.0% from its price of JP¥2,015 on 21 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 2.0% over the same period.分析記事 • Nov 18Introducing Ryomo SystemsLtd (TYO:9691), A Stock That Climbed 95% In The Last Five YearsRyomo Systems Co.,Ltd. (TYO:9691) shareholders have seen the share price descend 17% over the month. On the bright...Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS JP¥54.32The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥3.91b (down 22% from 2Q 2020). Net income: JP¥190.0m (down 51% from 2Q 2020). Profit margin: 4.9% (down from 7.8% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 03Market pulls back on stock over the past weekAfter last week's 19% share price decline to JP¥1,974, the stock is trading at a trailing P/E ratio of 9.7x, down from the previous P/E ratio of 12x. This compares to an average P/E of 28x in the IT industry in Japan. Total returns to shareholders over the past three years are 64%.Reported Earnings • Oct 28First half earnings releasedOver the last 12 months the company has reported total profits of JP¥715.0m, down 9.2% from the prior year. Total revenue was JP¥15.0b over the last 12 months, down 13% from the prior year.Is New 90 Day High Low • Oct 27New 90-day high: JP¥2,450The company is up 37% from its price of JP¥1,788 on 29 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 1.0% over the same period.Is New 90 Day High Low • Sep 24New 90-day high: JP¥2,307The company is up 4.0% from its price of JP¥2,215 on 25 June 2020. The Japanese market is also up 4.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the IT industry, which is up 8.0% over the same period.収支内訳Ryomo SystemsLtd 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:9691 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2625,7352,1553,626031 Dec 2526,2112,1063,339030 Sep 2524,3511,9593,292030 Jun 2523,0891,7183,225031 Mar 2522,4861,5693,171031 Dec 2418,7179103,168030 Sep 2418,2677423,153030 Jun 2418,2197543,139031 Mar 2418,1709443,110031 Dec 2318,5091,4753,153030 Sep 2317,8841,3813,222030 Jun 2317,5041,3643,171031 Mar 2317,2341,2133,158031 Dec 2215,6961,0212,956030 Sep 2215,4901,0612,832030 Jun 2216,1701,1922,775031 Mar 2215,5009652,718031 Dec 2117,1378542,734030 Sep 2117,1928412,670030 Jun 2116,2926002,652031 Mar 2116,6408212,594031 Dec 2014,9686802,506030 Sep 2015,0177152,452030 Jun 2016,1229162,408031 Mar 2015,8468622,375031 Dec 1917,9311,0702,338030 Sep 1917,2387842,334030 Jun 1915,8715052,260031 Mar 1915,5134242,250031 Dec 1814,1712212,206030 Sep 1814,3074712,115030 Jun 1813,9144402,101031 Mar 1813,9334552,023031 Dec 1714,0596411,998030 Sep 1713,4904481,966030 Jun 1713,9665361,898031 Mar 1713,4554331,861031 Dec 1613,0403031,794030 Sep 1613,1513351,755030 Jun 1612,6803121,743031 Mar 1613,0433761,735031 Dec 1512,0762441,718030 Sep 1511,9242901,679030 Jun 1511,8632921,6050質の高い収益: 9691は 高品質の収益 を持っています。利益率の向上: 9691の現在の純利益率 (8.4%)は、昨年(7%)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: 9691の収益は過去 5 年間で年間17.7%増加しました。成長の加速: 9691の過去 1 年間の収益成長率 ( 37.3% ) は、5 年間の平均 ( 年間17.7%を上回っています。収益対業界: 9691の過去 1 年間の収益成長率 ( 37.3% ) はIT業界14%を上回りました。株主資本利益率高いROE: 9691の 自己資本利益率 ( 13.2% ) 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2026/05/29 18:19終値2026/05/29 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ryomo Systems Co.,Ltd. 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
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥616 (vs JP¥449 in FY 2025)Full year 2026 results: EPS: JP¥616 (up from JP¥449 in FY 2025). Revenue: JP¥25.7b (up 14% from FY 2025). Net income: JP¥2.16b (up 37% from FY 2025). Profit margin: 8.4% (up from 7.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 10Ryomo Systems Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥153 (vs JP¥111 in 3Q 2025)Third quarter 2026 results: EPS: JP¥153 (up from JP¥111 in 3Q 2025). Revenue: JP¥6.80b (up 38% from 3Q 2025). Net income: JP¥535.0m (up 38% from 3Q 2025). Profit margin: 7.9% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥156 (vs JP¥87.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥156 (up from JP¥87.21 in 2Q 2025). Revenue: JP¥5.82b (up 28% from 2Q 2025). Net income: JP¥546.0m (up 79% from 2Q 2025). Profit margin: 9.4% (up from 6.7% in 2Q 2025). 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥449 (vs JP¥270 in FY 2024)Full year 2025 results: EPS: JP¥449 (up from JP¥270 in FY 2024). Revenue: JP¥22.5b (up 24% from FY 2024). Net income: JP¥1.57b (up 66% from FY 2024). Profit margin: 7.0% (up from 5.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • Jun 03+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q1, 2026 Results on Jul 23, 2025Ryomo Systems Co.,Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥616 (vs JP¥449 in FY 2025)Full year 2026 results: EPS: JP¥616 (up from JP¥449 in FY 2025). Revenue: JP¥25.7b (up 14% from FY 2025). Net income: JP¥2.16b (up 37% from FY 2025). Profit margin: 8.4% (up from 7.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 16Mitsuba Corporation (TSE:7280) and Chubu Electric Power Company, Incorporated (TSE:9502) proposed to acquire an remaining 48.7% stake in Ryomo Systems Co.,Ltd. (TSE:9691) for ¥8.9 billion.Mitsuba Corporation (TSE:7280) and Chubu Electric Power Company, Incorporated (TSE:9502) proposed to acquire an remaining 48.7% stake in Ryomo Systems Co.,Ltd. (TSE:9691) for ¥8.9 billion on May 14, 2026. A cash consideration valued at ¥5200 per share will be paid by Mitsuba Corporation and Chubu Electric Power Company, Incorporated. The lower limit of the tender offer acceptance is 0.53726 million shares, which will increase the ownership of tender offerors to 66.67% stake. The sellers in the transaction include Sadami Hino, Custody Bank of Japan, Ltd., Hikari Tsushin Investments Okinawa Co., Ltd., Tomohiro Yoshida, Secom General Insurance Co., Ltd., Sunfield Industry Co., Ltd., Kiryu Gas Company and Ryuei Seiko, K.K. If the Tender Offer is successfully completed, but the Offerors are unable to acquire all of the Target Company Shares (excluding the Target Company Shares held by MITSUBA and the treasury shares held by the Target Company) in the Tender Offer, then the Offerors intend to request the Target Company to carry out a series of procedures (the “Squeeze Out Procedures”) for making the Offerors the only shareholders of the Target Company. the Offerors, MITSUBA plans to purchase up to 1,003,800 shares (ownership percentage: 28.69%) out of the total number of Tendered Share Certificates, Etc. in which 80% of the voting rights represented by the Target Company Shares will be held by MITSUBA after purchase, and Chubu Electric Power plans to purchase the remaining 20% shares. The transaction is subject to minimum tender. The Board of Directors of Ryomo Systems Co.,Ltd. formed a special committee for the transaction. The expected completion of the transaction is July 8, 2026. The transaction was recommended by board of directors of Ryomo Systems on May 14, 2026. Mizuho Securities Co., Ltd. acted as financial advisor for Mitsuba Corporation. YAMADA Consulting Group Co.,Ltd. acted as financial advisor for Chubu Electric Power Company, Incorporated. Mori Hamada & Matsumoto LPC acted as legal advisor for Mitsuba Corporation and Chubu Electric Power Company, Incorporated. Nishimura & Asahi acted as legal advisor for Ryomo Systems Co.,Ltd.
お知らせ • May 15Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 24, 2026Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 24, 2026.
New Risk • May 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥4,970, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 14x in the IT industry in Japan. Total returns to shareholders of 159% over the past three years.
お知らせ • May 10Ryomo Systems Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 10 June 2026. Payout ratio is a comfortable 7.3% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).
New Risk • Feb 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.5b (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥153 (vs JP¥111 in 3Q 2025)Third quarter 2026 results: EPS: JP¥153 (up from JP¥111 in 3Q 2025). Revenue: JP¥6.80b (up 38% from 3Q 2025). Net income: JP¥535.0m (up 38% from 3Q 2025). Profit margin: 7.9% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥156 (vs JP¥87.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥156 (up from JP¥87.21 in 2Q 2025). Revenue: JP¥5.82b (up 28% from 2Q 2025). Net income: JP¥546.0m (up 79% from 2Q 2025). Profit margin: 9.4% (up from 6.7% in 2Q 2025). 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 24Does Ryomo SystemsLtd (TSE:9691) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Oct 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% 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: Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥14.5b market cap, or US$94.8m).
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 8.6% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.2%).
Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥449 (vs JP¥270 in FY 2024)Full year 2025 results: EPS: JP¥449 (up from JP¥270 in FY 2024). Revenue: JP¥22.5b (up 24% from FY 2024). Net income: JP¥1.57b (up 66% from FY 2024). Profit margin: 7.0% (up from 5.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • Jun 03+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q1, 2026 Results on Jul 23, 2025Ryomo Systems Co.,Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025
Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥448 (vs JP¥270 in FY 2024)Full year 2025 results: EPS: JP¥448 (up from JP¥270 in FY 2024). Revenue: JP¥22.5b (up 24% from FY 2024). Net income: JP¥1.57b (up 66% from FY 2024). Profit margin: 7.0% (up from 5.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • May 13Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 25, 2025Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 25, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 7.7% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
分析記事 • Mar 19Why Investors Shouldn't Be Surprised By Ryomo Systems Co.,Ltd.'s (TSE:9691) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Ryomo...
お知らせ • Mar 07Ryomo Systems Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Jan 29Third quarter 2025 earnings released: EPS: JP¥111 (vs JP¥62.89 in 3Q 2024)Third quarter 2025 results: EPS: JP¥111 (up from JP¥62.89 in 3Q 2024). Revenue: JP¥4.94b (up 10.0% from 3Q 2024). Net income: JP¥388.0m (up 76% from 3Q 2024). Profit margin: 7.9% (up from 4.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
分析記事 • Oct 29Some Investors May Be Willing To Look Past Ryomo SystemsLtd's (TSE:9691) Soft EarningsInvestors were disappointed with the weak earnings posted by Ryomo Systems Co.,Ltd. ( TSE:9691 ). Despite the soft...
New Risk • Oct 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥7.79b market cap, or US$51.3m).
Reported Earnings • Oct 23Second quarter 2025 earnings released: EPS: JP¥87.18 (vs JP¥90.62 in 2Q 2024)Second quarter 2025 results: EPS: JP¥87.18 (down from JP¥90.62 in 2Q 2024). Revenue: JP¥4.56b (up 1.1% from 2Q 2024). Net income: JP¥305.0m (down 3.8% from 2Q 2024). Profit margin: 6.7% (down from 7.0% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
分析記事 • Oct 18Is Ryomo SystemsLtd (TSE:9691) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,313, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 28% over the past three years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
分析記事 • Aug 05Ryomo Systems Co.,Ltd. (TSE:9691) Stock's 33% Dive Might Signal An Opportunity But It Requires Some ScrutinyTo the annoyance of some shareholders, Ryomo Systems Co.,Ltd. ( TSE:9691 ) shares are down a considerable 33% in the...
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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥5.77b market cap, or US$40.5m).
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¥1,650, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 6.6% over the past three years.
Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥19.72 (vs JP¥74.04 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.72 (down from JP¥74.04 in 1Q 2024). Revenue: JP¥3.92b (up 1.3% from 1Q 2024). Net income: JP¥69.0m (down 73% from 1Q 2024). Profit margin: 1.8% (down from 6.7% in 1Q 2024). 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 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥270 (vs JP¥347 in FY 2023)Full year 2024 results: EPS: JP¥270 (down from JP¥347 in FY 2023). Revenue: JP¥18.2b (up 5.4% from FY 2023). Net income: JP¥944.0m (down 22% from FY 2023). Profit margin: 5.2% (down from 7.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 06+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q1, 2025 Results on Jul 23, 2024Ryomo Systems Co.,Ltd. announced that they will report Q1, 2025 results on Jul 23, 2024
New Risk • May 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥8.82b market cap, or US$56.6m).
Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥270 (vs JP¥347 in FY 2023)Full year 2024 results: EPS: JP¥270 (down from JP¥347 in FY 2023). Revenue: JP¥18.2b (up 5.4% from FY 2023). Net income: JP¥944.0m (down 22% from FY 2023). Profit margin: 5.2% (down from 7.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 11Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 19, 2024Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 19, 2024.
お知らせ • Mar 28Ryomo Systems Co.,Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 9.2% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).
Reported Earnings • Jan 24Third quarter 2024 earnings released: EPS: JP¥62.86 (vs JP¥36.02 in 3Q 2023)Third quarter 2024 results: EPS: JP¥62.86 (up from JP¥36.02 in 3Q 2023). Revenue: JP¥4.49b (up 16% from 3Q 2023). Net income: JP¥220.0m (up 75% from 3Q 2023). Profit margin: 4.9% (up from 3.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,735, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥90.59 (vs JP¥85.76 in 2Q 2023)Second quarter 2024 results: EPS: JP¥90.59 (up from JP¥85.76 in 2Q 2023). Revenue: JP¥4.51b (up 9.2% from 2Q 2023). Net income: JP¥317.0m (up 5.7% from 2Q 2023). Profit margin: 7.0% (down from 7.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 9.5% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.5%).
New Risk • Jul 28New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥8.63b market cap, or US$62.1m).
Reported Earnings • Jul 27First quarter 2024 earnings released: EPS: JP¥74.03 (vs JP¥30.88 in 1Q 2023)First quarter 2024 results: EPS: JP¥74.03 (up from JP¥30.88 in 1Q 2023). Revenue: JP¥3.87b (up 7.5% from 1Q 2023). Net income: JP¥259.0m (up 140% from 1Q 2023). Profit margin: 6.7% (up from 3.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,495, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 47% over the past three years.
Reported Earnings • Jun 25Full year 2023 earnings released: EPS: JP¥347 (vs JP¥276 in FY 2022)Full year 2023 results: EPS: JP¥347 (up from JP¥276 in FY 2022). Revenue: JP¥17.2b (up 11% from FY 2022). Net income: JP¥1.21b (up 26% from FY 2022). Profit margin: 7.0% (up from 6.2% 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 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 31+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q3, 2024 Results on Jan 23, 2024Ryomo Systems Co.,Ltd. announced that they will report Q3, 2024 results on Jan 23, 2024
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥347 (vs JP¥276 in FY 2022)Full year 2023 results: EPS: JP¥347 (up from JP¥276 in FY 2022). Revenue: JP¥17.2b (up 11% from FY 2022). Net income: JP¥1.21b (up 26% from FY 2022). Profit margin: 7.0% (up from 6.2% 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 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥36.00 (vs JP¥47.46 in 3Q 2022)Third quarter 2023 results: EPS: JP¥36.00 (down from JP¥47.46 in 3Q 2022). Revenue: JP¥3.86b (up 5.6% from 3Q 2022). Net income: JP¥126.0m (down 24% from 3Q 2022). Profit margin: 3.3% (down from 4.5% in 3Q 2022). The decrease in margin was 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 fallen by 16% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Noboru Kojima 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.
Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥85.73 (vs JP¥123 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.73 (down from JP¥123 in 2Q 2022). Revenue: JP¥4.13b (down 14% from 2Q 2022). Net income: JP¥300.0m (down 30% from 2Q 2022). Profit margin: 7.3% (down from 9.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 8.8% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: JP¥30.87 (vs JP¥34.02 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥30.87 (up from JP¥34.02 loss in 1Q 2022). Revenue: JP¥3.60b (up 23% from 1Q 2022). Net income: JP¥108.0m (up JP¥227.0m from 1Q 2022). Profit margin: 3.0% (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 9% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥15.5b (down 6.9% from FY 2021). Net income: JP¥965.0m (up 18% from FY 2021). Profit margin: 6.2% (up from 4.9% in FY 2021). The increase in margin was driven by lower expenses.
お知らせ • Jun 05+ 2 more updatesRyomo Systems Co.,Ltd. to Report Q3, 2023 Results on Jan 24, 2023Ryomo Systems Co.,Ltd. announced that they will report Q3, 2023 results on Jan 24, 2023
お知らせ • May 12Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 22, 2022Ryomo Systems Co.,Ltd., Annual General Meeting, Jun 22, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥276 (vs JP¥235 in FY 2021)Full year 2022 results: EPS: JP¥276 (up from JP¥235 in FY 2021). Revenue: JP¥15.5b (down 6.9% from FY 2021). Net income: JP¥965.0m (up 18% from FY 2021). Profit margin: 6.2% (up from 4.9% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Outside Director Noboru Kojima was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Ryomo Systems Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Ryomo Systems Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Reported Earnings • Jan 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥47.42 (up from JP¥43.74 in 3Q 2021). Revenue: JP¥3.66b (down 1.5% from 3Q 2021). Net income: JP¥166.0m (up 8.5% from 3Q 2021). Profit margin: 4.5% (up from 4.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥123 (vs JP¥54.32 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥4.81b (up 23% from 2Q 2021). Net income: JP¥431.0m (up 127% from 2Q 2021). Profit margin: 9.0% (up from 4.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥1,915, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 24x in the IT industry in Japan. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥235 (vs JP¥246 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥16.6b (up 5.0% from FY 2020). Net income: JP¥821.0m (down 4.8% from FY 2020). Profit margin: 4.9% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥235 (vs JP¥246 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥16.6b (up 5.0% from FY 2020). Net income: JP¥821.0m (down 4.8% from FY 2020). Profit margin: 4.9% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 23Is Ryomo SystemsLtd (TYO:9691) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.3%).
分析記事 • Mar 12Ryomo SystemsLtd (TYO:9691) Has Gifted Shareholders With A Fantastic 183% Total Return On Their InvestmentWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
お知らせ • Mar 04Ryomo Systems Co.,Ltd. to Report Q4, 2021 Results on May 11, 2021Ryomo Systems Co.,Ltd. announced that they will report Q4, 2021 results on May 11, 2021
分析記事 • Feb 11Ryomo Systems Co.,Ltd. (TYO:9691) Is An Attractive Dividend Stock - Here's WhyDividend paying stocks like Ryomo Systems Co.,Ltd. ( TYO:9691 ) tend to be popular with investors, and for good reason...
Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥43.71 (vs JP¥53.75 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.71b (down 1.3% from 3Q 2020). Net income: JP¥153.0m (down 19% from 3Q 2020). Profit margin: 4.1% (down from 5.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% 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 • Dec 23Here’s What’s Happening With Returns At Ryomo SystemsLtd (TYO:9691)To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Is New 90 Day High Low • Dec 14New 90-day low: JP¥1,892The company is down 11% from its price of JP¥2,131 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Nov 20New 90-day low: JP¥1,897The company is down 6.0% from its price of JP¥2,015 on 21 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 2.0% over the same period.
分析記事 • Nov 18Introducing Ryomo SystemsLtd (TYO:9691), A Stock That Climbed 95% In The Last Five YearsRyomo Systems Co.,Ltd. (TYO:9691) shareholders have seen the share price descend 17% over the month. On the bright...
Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS JP¥54.32The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥3.91b (down 22% from 2Q 2020). Net income: JP¥190.0m (down 51% from 2Q 2020). Profit margin: 4.9% (down from 7.8% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 03Market pulls back on stock over the past weekAfter last week's 19% share price decline to JP¥1,974, the stock is trading at a trailing P/E ratio of 9.7x, down from the previous P/E ratio of 12x. This compares to an average P/E of 28x in the IT industry in Japan. Total returns to shareholders over the past three years are 64%.
Reported Earnings • Oct 28First half earnings releasedOver the last 12 months the company has reported total profits of JP¥715.0m, down 9.2% from the prior year. Total revenue was JP¥15.0b over the last 12 months, down 13% from the prior year.
Is New 90 Day High Low • Oct 27New 90-day high: JP¥2,450The company is up 37% from its price of JP¥1,788 on 29 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 1.0% over the same period.
Is New 90 Day High Low • Sep 24New 90-day high: JP¥2,307The company is up 4.0% from its price of JP¥2,215 on 25 June 2020. The Japanese market is also up 4.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the IT industry, which is up 8.0% over the same period.