View Past PerformanceThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSCSK バランスシートの健全性財務の健全性 基準チェック /46SCSKの総株主資本は¥318.4B 、総負債は¥299.5Bで、負債比率は94.1%となります。総資産と総負債はそれぞれ¥850.7Bと¥532.4Bです。 SCSKの EBIT は¥87.8Bで、利息カバレッジ比率-11.9です。現金および短期投資は¥106.6Bです。主要情報94.06%負債資本比率JP¥299.49b負債インタレスト・カバレッジ・レシオ-11.9x現金JP¥106.60bエクイティJP¥318.40b負債合計JP¥532.35b総資産JP¥850.75b財務の健全性に関する最新情報分析記事 • Dec 17Is SCSK (TSE:9719) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 21SCSK (TSE:9719) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 21SCSK (TSE:9719) Could Easily Take On More DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...すべての更新を表示Recent updatesお知らせ • Mar 13SCSK Corporation(TSE:9719) dropped from FTSE All-World Index (USD)SCSK Corporation(TSE:9719) dropped from FTSE All-World Index (USD)Reported Earnings • Jan 31Third quarter 2026 earnings: EPS in line with expectations, revenues disappointThird quarter 2026 results: EPS: JP¥46.89 (up from JP¥33.79 in 3Q 2025). Revenue: JP¥191.8b (up 44% from 3Q 2025). Net income: JP¥14.7b (up 39% from 3Q 2025). Profit margin: 7.6% (down from 7.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 24SCSK Corporation to Report Q3, 2026 Results on Jan 30, 2026SCSK Corporation announced that they will report Q3, 2026 results on Jan 30, 2026Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥5,673, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,779 per share.お知らせ • Oct 31Scsk Corporation Announces Not to Distribute the Year-End Dividend for the Fiscal Year Ending March 31, 2026SCSK Corporation announced that at the board meeting held on October 29, 2025, the Board of Directors, decided to revise the dividend forecast for the fiscal year ending March 31, 2026 and not to distribute the year-end dividend for the fiscal year ending March 31, 2026 considering that a tender offer (hereinafter referred to as the "Tender Offer") by SC Investments Management Inc. (hereinafter referred to as the "Tender Offeror"), in which the Company's controlling shareholder (parent company) Sumitomo Corporation (hereinafter referred to as "Sumitomo") holds 100% of the shares, for the Company's common shares (hereinafter referred to as the "Company's Shares") and the Stock Acquisition Rights (hereinafter referred to as the "Stock Acquisition Rights") is planned to be conducted, as stated in "Notice Concerning the [Expression of an Opinion in Favor of and Recommendation to Tender] for the Tender Offer for the Company's Shares, etc. by SC Investments Management Inc., a Subsidiary of Sumitomo Corporation, the Company's Parent Company" separately released today (hereinafter referred to as the "Company's Press Release Expressing Opinion").New Risk • Oct 30New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (58% net debt to equity). Share price has been volatile over the past 3 months (6.3% average weekly change).お知らせ • Oct 29Sumitomo Corporation (TSE:8053) proposed to acquire remaining 49.46% stake in SCSK Corporation (TSE:9719) for approximately ¥880 billion.Sumitomo Corporation (TSE:8053) proposed to acquire remaining 49.46% stake in SCSK Corporation (TSE:9719) for approximately ¥880 billion on October 29, 2025. Under the terms of the acquisition, Sumitomo Corporation will pay ¥5700 in cash per share or a total value of ¥881.7 billion ($5.85 billion). Upon completion, will own 100% stake in SCSK Corporation and a subsequent series of procedures aimed at delisting the shares of SCSK Corporation from Tokyo Stock Exchange. The transaction is subject to approval of offer by the shareholders of SCSK Corporation. The board of directors of SCSK Corporation has expressed an opinion in favor of the Tender Offer, recommending that the shareholders to tender their shares and leave the decision of whether or not to tender in the Tender Offer to the discretion of the holders of the Stock Acquisition Rights.Buy Or Sell Opportunity • Oct 27Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,362. The fair value is estimated to be JP¥3,633, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period.Buy Or Sell Opportunity • Oct 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to JP¥4,340. The fair value is estimated to be JP¥3,609, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period.分析記事 • Sep 26SCSK (TSE:9719) Will Pay A Larger Dividend Than Last Year At ¥47.00The board of SCSK Corporation ( TSE:9719 ) has announced that it will be paying its dividend of ¥47.00 on the 2nd of...お知らせ • Sep 26SCSK Corporation to Report Q2, 2026 Results on Oct 29, 2025SCSK Corporation announced that they will report Q2, 2026 results on Oct 29, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).分析記事 • Aug 19Earnings Tell The Story For SCSK Corporation (TSE:9719)TSE:9719 1 Year Share Price vs Fair Value Explore SCSK's Fair Values from the Community and select yours When close to...Declared Dividend • Aug 02Dividend of JP¥47.00 announcedShareholders will receive a dividend of JP¥47.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 30First quarter 2026 earnings released: EPS: JP¥42.93 (vs JP¥29.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.93 (up from JP¥29.52 in 1Q 2025). Revenue: JP¥177.5b (up 45% from 1Q 2025). Net income: JP¥13.4b (up 46% from 1Q 2025). Profit margin: 7.6% (up from 7.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 30Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥4,755. The fair value is estimated to be JP¥3,815, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.8%.分析記事 • Jul 30Estimating The Fair Value Of SCSK Corporation (TSE:9719)Key Insights SCSK's estimated fair value is JP¥3,828 based on 2 Stage Free Cash Flow to Equity SCSK's JP¥4,351 share...お知らせ • Jun 25SCSK Corporation to Report Q1, 2026 Results on Jul 29, 2025SCSK Corporation announced that they will report Q1, 2026 results on Jul 29, 2025Price Target Changed • Jun 04Price target increased by 7.1% to JP¥4,427Up from JP¥4,133, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of JP¥4,352. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥184 for next year compared to JP¥144 last year.Reported Earnings • May 31Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥144 (up from JP¥130 in FY 2024). Revenue: JP¥596.1b (up 24% from FY 2024). Net income: JP¥45.0b (up 11% from FY 2024). Profit margin: 7.6% (down from 8.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 28With EPS Growth And More, SCSK (TSE:9719) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • May 27Price target increased by 7.7% to JP¥4,215Up from JP¥3,914, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of JP¥4,268. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥179 for next year compared to JP¥144 last year.分析記事 • May 09Investors Appear Satisfied With SCSK Corporation's (TSE:9719) Prospects As Shares Rocket 25%SCSK Corporation ( TSE:9719 ) shareholders have had their patience rewarded with a 25% share price jump in the last...分析記事 • May 03SCSK Corporation (TSE:9719) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearShareholders of SCSK Corporation ( TSE:9719 ) will be pleased this week, given that the stock price is up 13% to...Reported Earnings • May 01Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥144 (up from JP¥130 in FY 2024). Revenue: JP¥596.1b (up 24% from FY 2024). Net income: JP¥45.0b (up 11% from FY 2024). Profit margin: 7.6% (down from 8.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30SCSK Corporation, Annual General Meeting, Jun 24, 2025SCSK Corporation, Annual General Meeting, Jun 24, 2025.お知らせ • Mar 25SCSK Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025SCSK Corporation announced that they will report fiscal year 2025 results on Apr 30, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).Price Target Changed • Feb 27Price target increased by 7.6% to JP¥3,749Up from JP¥3,485, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥3,783. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥148 for next year compared to JP¥130 last year.分析記事 • Feb 22Analysts Are Betting On SCSK Corporation (TSE:9719) With A Big Upgrade This WeekSCSK Corporation ( TSE:9719 ) shareholders will have a reason to smile today, with the analysts making substantial...分析記事 • Feb 21If EPS Growth Is Important To You, SCSK (TSE:9719) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Price Target Changed • Feb 19Price target increased by 7.4% to JP¥3,558Up from JP¥3,313, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥3,658. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥147 for next year compared to JP¥130 last year.Reported Earnings • Feb 01Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: JP¥33.79 (up from JP¥31.58 in 3Q 2024). Revenue: JP¥133.3b (up 11% from 3Q 2024). Net income: JP¥10.6b (up 7.0% from 3Q 2024). Profit margin: 7.9% (down from 8.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 03SCSK Corporation to Report Q3, 2025 Results on Jan 31, 2025SCSK Corporation announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Dec 17Is SCSK (TSE:9719) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 02Calculating The Intrinsic Value Of SCSK Corporation (TSE:9719)Key Insights Using the 2 Stage Free Cash Flow to Equity, SCSK fair value estimate is JP¥3,406 SCSK's JP¥3,028 share...分析記事 • Nov 16Subdued Growth No Barrier To SCSK Corporation's (TSE:9719) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider SCSK...お知らせ • Nov 07SCSK Corporation (TSE:9719) proposed to acquire Net One Systems Co., Ltd. (TSE:7518) from a group of shareholders for approximately ¥360 billion.SCSK Corporation (TSE:9719) proposed to acquire Net One Systems Co., Ltd. (TSE:7518) from a group of shareholders for approximately ¥360 billion on November 5, 2024. SCSK will purchase 79.4 million shares of Net One at ¥4500 per share. In order to appropriate to the funds required for the Transaction, the Tender Offeror decided to borrow funds amounting to ¥273.5 billion from Sumitomo Mitsui Banking Corporation. The terms and conditions of the Transaction (including the method of implementation (the method of implementing the Squeeze-out Procedures after the completion of the Tender Offer if the Tender Offeror is unable to acquire all of the Net One Systems shares. The transaction is subject to minimum tender. The Board of Directors of Net One Systems Co., Ltd. formed a special committee for the transaction. The expected completion of the transaction is December 18, 2024. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as financial advisor for Net One Systems Co., Ltd. Daiwa Securities Co. Ltd. acted as financial advisor for SCSK Corporation. Nishimura & Asahi acted as legal advisor for SCSK Corporation. Nagashima Ohno & Tsunematsu acted as legal advisor for Net One Systems Co., Ltd.分析記事 • Oct 31Here's What Analysts Are Forecasting For SCSK Corporation (TSE:9719) After Its Half-Yearly ResultsInvestors in SCSK Corporation ( TSE:9719 ) had a good week, as its shares rose 2.1% to close at JP¥2,867 following the...Reported Earnings • Oct 31Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: JP¥32.04 (up from JP¥30.28 in 2Q 2024). Revenue: JP¥129.0b (up 9.5% from 2Q 2024). Net income: JP¥10.0b (up 5.9% from 2Q 2024). Profit margin: 7.8% (down from 8.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.分析記事 • Oct 08Investors Met With Slowing Returns on Capital At SCSK (TSE:9719)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Sep 27SCSK Corporation to Report Q2, 2025 Results on Oct 29, 2024SCSK Corporation announced that they will report Q2, 2025 results on Oct 29, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).分析記事 • Aug 21SCSK (TSE:9719) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 06Risks Still Elevated At These Prices As SCSK Corporation (TSE:9719) Shares Dive 25%SCSK Corporation ( TSE:9719 ) shares have had a horrible month, losing 25% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,376, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,375 per share.Buy Or Sell Opportunity • Aug 05Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥2,376. The fair value is estimated to be JP¥3,375, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.分析記事 • Jul 31The SCSK Corporation (TSE:9719) First-Quarter Results Are Out And Analysts Have Published New ForecastsSCSK Corporation ( TSE:9719 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...Reported Earnings • Jul 31First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: JP¥29.52 (up from JP¥28.84 in 1Q 2024). Revenue: JP¥122.5b (up 8.1% from 1Q 2024). Net income: JP¥9.22b (up 2.4% from 1Q 2024). Profit margin: 7.5% (down from 7.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.分析記事 • Jul 26Calculating The Intrinsic Value Of SCSK Corporation (TSE:9719)Key Insights The projected fair value for SCSK is JP¥2,942 based on 2 Stage Free Cash Flow to Equity SCSK's JP¥3,034...お知らせ • Jun 28SCSK Corporation to Report Q1, 2025 Results on Jul 29, 2024SCSK Corporation announced that they will report Q1, 2025 results on Jul 29, 2024Reported Earnings • Jun 25Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥130 (up from JP¥119 in FY 2023). Revenue: JP¥480.3b (up 7.7% from FY 2023). Net income: JP¥40.5b (up 8.5% from FY 2023). Profit margin: 8.4% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 21Here's What To Make Of SCSK's (TSE:9719) Decelerating Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...分析記事 • May 21SCSK (TSE:9719) Could Easily Take On More DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • May 01Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥130 (up from JP¥119 in FY 2023). Revenue: JP¥480.3b (up 7.7% from FY 2023). Net income: JP¥40.5b (up 8.5% from FY 2023). Profit margin: 8.4% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.お知らせ • Apr 29SCSK Corporation, Annual General Meeting, Jun 20, 2024SCSK Corporation, Annual General Meeting, Jun 20, 2024.分析記事 • Apr 23Estimating The Fair Value Of SCSK Corporation (TSE:9719)Key Insights SCSK's estimated fair value is JP¥2,878 based on 2 Stage Free Cash Flow to Equity With JP¥2,717 share...お知らせ • Mar 27SCSK Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024SCSK Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 02Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥31.58 (up from JP¥29.67 in 3Q 2023). Revenue: JP¥120.2b (up 9.3% from 3Q 2023). Net income: JP¥9.87b (up 6.5% from 3Q 2023). Profit margin: 8.2% (down from 8.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.お知らせ • Dec 27SCSK Corporation to Report Q3, 2024 Results on Jan 31, 2024SCSK Corporation announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥30.28 (up from JP¥29.52 in 2Q 2023). Revenue: JP¥117.8b (up 8.4% from 2Q 2023). Net income: JP¥9.46b (up 2.6% from 2Q 2023). Profit margin: 8.0% (down from 8.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 29SCSK Corporation to Report Q2, 2024 Results on Oct 27, 2023SCSK Corporation announced that they will report Q2, 2024 results on Oct 27, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥28.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥28.84 (up from JP¥22.44 in 1Q 2023). Revenue: JP¥113.4b (up 8.6% from 1Q 2023). Net income: JP¥9.01b (up 29% from 1Q 2023). Profit margin: 7.9% (up from 6.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.お知らせ • Jul 06SCSK Corporation to Report Q1, 2024 Results on Jul 28, 2023SCSK Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Jun 28Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥119 (up from JP¥107 in FY 2022). Revenue: JP¥445.9b (up 7.7% from FY 2022). Net income: JP¥37.3b (up 11% from FY 2022). Profit margin: 8.4% (up from 8.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥119 (up from JP¥107 in FY 2022). Revenue: JP¥445.9b (up 7.7% from FY 2022). Net income: JP¥37.3b (up 11% from FY 2022). Profit margin: 8.4% (up from 8.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be JP¥2,413, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.Reported Earnings • Feb 01Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥29.67 (up from JP¥27.14 in 3Q 2022). Revenue: JP¥109.9b (up 7.0% from 3Q 2022). Net income: JP¥9.27b (up 9.4% from 3Q 2022). Profit margin: 8.4% (up from 8.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 8.7%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.お知らせ • Dec 26SCSK Corporation to Report Q3, 2023 Results on Jan 31, 2023SCSK Corporation announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Chairman & CEO Hideki Yamano was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: JP¥29.52 (up from JP¥25.88 in 2Q 2022). Revenue: JP¥108.7b (up 7.8% from 2Q 2022). Net income: JP¥9.22b (up 14% from 2Q 2022). Profit margin: 8.5% (up from 8.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Board Change • Aug 01High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Chairman & CEO Hideki Yamano was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 31First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥22.44 (down from JP¥24.67 in 1Q 2022). Revenue: JP¥104.4b (up 5.2% from 1Q 2022). Net income: JP¥7.01b (down 9.0% from 1Q 2022). Profit margin: 6.7% (down from 7.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 7.0%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jul 10High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Chairman & CEO Hideki Yamano was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥107 (up from JP¥107 in FY 2021). Revenue: JP¥414.2b (up 4.4% from FY 2021). Net income: JP¥33.5b (flat on FY 2021). Profit margin: 8.1% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 6.1%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.34 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 02 June 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥27.14 (down from JP¥28.54 in 3Q 2021). Revenue: JP¥102.7b (up 1.6% from 3Q 2021). Net income: JP¥8.47b (down 4.9% from 3Q 2021). Profit margin: 8.2% (down from 8.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 6.6%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be JP¥2,449, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% per annum over the last 3 years. Earnings per share has grown by 6.7% per annum over the last 3 years.Reported Earnings • Oct 31Second quarter 2022 earnings releasedThe company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥100.8b (up 5.7% from 2Q 2021). Net income: JP¥8.08b (up 6.2% from 2Q 2021). Profit margin: 8.0% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 02First quarter 2022 earnings released: EPS JP¥74.01 (vs JP¥69.76 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥99.2b (up 5.1% from 1Q 2021). Net income: JP¥7.70b (up 6.1% from 1Q 2021). Profit margin: 7.8% (up from 7.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.Board Change • Jul 31High number of new directorsExecutive VP & Director Koji Tamefusa was the last director to join the board, commencing their role in 2021.Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥321 (vs JP¥300 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥396.9b (up 2.5% from FY 2020). Net income: JP¥33.4b (up 7.2% from FY 2020). Profit margin: 8.4% (up from 8.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥321 (vs JP¥300 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥396.9b (up 2.5% from FY 2020). Net income: JP¥33.4b (up 7.2% from FY 2020). Profit margin: 8.4% (up from 8.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 02 June 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥85.64 (vs JP¥89.12 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥101.1b (up 8.3% from 3Q 2020). Net income: JP¥8.91b (down 3.7% from 3Q 2020). Profit margin: 8.8% (down from 9.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 02Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Over the next year, revenue is forecast to grow 1.7%, compared to a 8.4% growth forecast for the IT industry in Japan.Is New 90 Day High Low • Feb 01New 90-day high: JP¥6,630The company is up 25% from its price of JP¥5,290 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,933 per share.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥6,630, the stock is trading at a trailing P/E ratio of 21.4x, up from the previous P/E ratio of 17.9x. This compares to an average P/E of 27x in the IT industry in Japan. Total returns to shareholders over the past three years are 53%.財務状況分析短期負債: 9719の 短期資産 ( ¥340.6B ) が 短期負債 ( ¥315.8B ) を超えています。長期負債: 9719の短期資産 ( ¥340.6B ) が 長期負債 ( ¥216.6B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 9719の 純負債対資本比率 ( 60.6% ) は 高い と見なされます。負債の削減: 9719の負債対資本比率は、過去 5 年間で21.4%から94.1%に増加しました。債務返済能力: 9719の負債は 営業キャッシュフロー によって 十分にカバー されています ( 30.3% )。インタレストカバレッジ: 9719支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/03/17 22:46終値2026/03/11 00:00収益2025/12/31年間収益2025/03/31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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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SCSK Corporation 3 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。13 アナリスト機関Hiroyasu EguchiBofA Global ResearchMoriya KoketsuCitigroup IncMakoto UenoDaiwa Securities Co. Ltd.10 その他のアナリストを表示
分析記事 • Dec 17Is SCSK (TSE:9719) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 21SCSK (TSE:9719) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 21SCSK (TSE:9719) Could Easily Take On More DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Mar 13SCSK Corporation(TSE:9719) dropped from FTSE All-World Index (USD)SCSK Corporation(TSE:9719) dropped from FTSE All-World Index (USD)
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS in line with expectations, revenues disappointThird quarter 2026 results: EPS: JP¥46.89 (up from JP¥33.79 in 3Q 2025). Revenue: JP¥191.8b (up 44% from 3Q 2025). Net income: JP¥14.7b (up 39% from 3Q 2025). Profit margin: 7.6% (down from 7.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 24SCSK Corporation to Report Q3, 2026 Results on Jan 30, 2026SCSK Corporation announced that they will report Q3, 2026 results on Jan 30, 2026
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥5,673, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,779 per share.
お知らせ • Oct 31Scsk Corporation Announces Not to Distribute the Year-End Dividend for the Fiscal Year Ending March 31, 2026SCSK Corporation announced that at the board meeting held on October 29, 2025, the Board of Directors, decided to revise the dividend forecast for the fiscal year ending March 31, 2026 and not to distribute the year-end dividend for the fiscal year ending March 31, 2026 considering that a tender offer (hereinafter referred to as the "Tender Offer") by SC Investments Management Inc. (hereinafter referred to as the "Tender Offeror"), in which the Company's controlling shareholder (parent company) Sumitomo Corporation (hereinafter referred to as "Sumitomo") holds 100% of the shares, for the Company's common shares (hereinafter referred to as the "Company's Shares") and the Stock Acquisition Rights (hereinafter referred to as the "Stock Acquisition Rights") is planned to be conducted, as stated in "Notice Concerning the [Expression of an Opinion in Favor of and Recommendation to Tender] for the Tender Offer for the Company's Shares, etc. by SC Investments Management Inc., a Subsidiary of Sumitomo Corporation, the Company's Parent Company" separately released today (hereinafter referred to as the "Company's Press Release Expressing Opinion").
New Risk • Oct 30New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (58% net debt to equity). Share price has been volatile over the past 3 months (6.3% average weekly change).
お知らせ • Oct 29Sumitomo Corporation (TSE:8053) proposed to acquire remaining 49.46% stake in SCSK Corporation (TSE:9719) for approximately ¥880 billion.Sumitomo Corporation (TSE:8053) proposed to acquire remaining 49.46% stake in SCSK Corporation (TSE:9719) for approximately ¥880 billion on October 29, 2025. Under the terms of the acquisition, Sumitomo Corporation will pay ¥5700 in cash per share or a total value of ¥881.7 billion ($5.85 billion). Upon completion, will own 100% stake in SCSK Corporation and a subsequent series of procedures aimed at delisting the shares of SCSK Corporation from Tokyo Stock Exchange. The transaction is subject to approval of offer by the shareholders of SCSK Corporation. The board of directors of SCSK Corporation has expressed an opinion in favor of the Tender Offer, recommending that the shareholders to tender their shares and leave the decision of whether or not to tender in the Tender Offer to the discretion of the holders of the Stock Acquisition Rights.
Buy Or Sell Opportunity • Oct 27Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,362. The fair value is estimated to be JP¥3,633, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period.
Buy Or Sell Opportunity • Oct 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to JP¥4,340. The fair value is estimated to be JP¥3,609, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period.
分析記事 • Sep 26SCSK (TSE:9719) Will Pay A Larger Dividend Than Last Year At ¥47.00The board of SCSK Corporation ( TSE:9719 ) has announced that it will be paying its dividend of ¥47.00 on the 2nd of...
お知らせ • Sep 26SCSK Corporation to Report Q2, 2026 Results on Oct 29, 2025SCSK Corporation announced that they will report Q2, 2026 results on Oct 29, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
分析記事 • Aug 19Earnings Tell The Story For SCSK Corporation (TSE:9719)TSE:9719 1 Year Share Price vs Fair Value Explore SCSK's Fair Values from the Community and select yours When close to...
Declared Dividend • Aug 02Dividend of JP¥47.00 announcedShareholders will receive a dividend of JP¥47.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 30First quarter 2026 earnings released: EPS: JP¥42.93 (vs JP¥29.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.93 (up from JP¥29.52 in 1Q 2025). Revenue: JP¥177.5b (up 45% from 1Q 2025). Net income: JP¥13.4b (up 46% from 1Q 2025). Profit margin: 7.6% (up from 7.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 30Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥4,755. The fair value is estimated to be JP¥3,815, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.8%.
分析記事 • Jul 30Estimating The Fair Value Of SCSK Corporation (TSE:9719)Key Insights SCSK's estimated fair value is JP¥3,828 based on 2 Stage Free Cash Flow to Equity SCSK's JP¥4,351 share...
お知らせ • Jun 25SCSK Corporation to Report Q1, 2026 Results on Jul 29, 2025SCSK Corporation announced that they will report Q1, 2026 results on Jul 29, 2025
Price Target Changed • Jun 04Price target increased by 7.1% to JP¥4,427Up from JP¥4,133, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of JP¥4,352. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥184 for next year compared to JP¥144 last year.
Reported Earnings • May 31Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥144 (up from JP¥130 in FY 2024). Revenue: JP¥596.1b (up 24% from FY 2024). Net income: JP¥45.0b (up 11% from FY 2024). Profit margin: 7.6% (down from 8.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 28With EPS Growth And More, SCSK (TSE:9719) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • May 27Price target increased by 7.7% to JP¥4,215Up from JP¥3,914, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of JP¥4,268. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥179 for next year compared to JP¥144 last year.
分析記事 • May 09Investors Appear Satisfied With SCSK Corporation's (TSE:9719) Prospects As Shares Rocket 25%SCSK Corporation ( TSE:9719 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
分析記事 • May 03SCSK Corporation (TSE:9719) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearShareholders of SCSK Corporation ( TSE:9719 ) will be pleased this week, given that the stock price is up 13% to...
Reported Earnings • May 01Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥144 (up from JP¥130 in FY 2024). Revenue: JP¥596.1b (up 24% from FY 2024). Net income: JP¥45.0b (up 11% from FY 2024). Profit margin: 7.6% (down from 8.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30SCSK Corporation, Annual General Meeting, Jun 24, 2025SCSK Corporation, Annual General Meeting, Jun 24, 2025.
お知らせ • Mar 25SCSK Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025SCSK Corporation announced that they will report fiscal year 2025 results on Apr 30, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
Price Target Changed • Feb 27Price target increased by 7.6% to JP¥3,749Up from JP¥3,485, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥3,783. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥148 for next year compared to JP¥130 last year.
分析記事 • Feb 22Analysts Are Betting On SCSK Corporation (TSE:9719) With A Big Upgrade This WeekSCSK Corporation ( TSE:9719 ) shareholders will have a reason to smile today, with the analysts making substantial...
分析記事 • Feb 21If EPS Growth Is Important To You, SCSK (TSE:9719) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Price Target Changed • Feb 19Price target increased by 7.4% to JP¥3,558Up from JP¥3,313, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥3,658. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥147 for next year compared to JP¥130 last year.
Reported Earnings • Feb 01Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: JP¥33.79 (up from JP¥31.58 in 3Q 2024). Revenue: JP¥133.3b (up 11% from 3Q 2024). Net income: JP¥10.6b (up 7.0% from 3Q 2024). Profit margin: 7.9% (down from 8.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 03SCSK Corporation to Report Q3, 2025 Results on Jan 31, 2025SCSK Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Dec 17Is SCSK (TSE:9719) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 02Calculating The Intrinsic Value Of SCSK Corporation (TSE:9719)Key Insights Using the 2 Stage Free Cash Flow to Equity, SCSK fair value estimate is JP¥3,406 SCSK's JP¥3,028 share...
分析記事 • Nov 16Subdued Growth No Barrier To SCSK Corporation's (TSE:9719) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider SCSK...
お知らせ • Nov 07SCSK Corporation (TSE:9719) proposed to acquire Net One Systems Co., Ltd. (TSE:7518) from a group of shareholders for approximately ¥360 billion.SCSK Corporation (TSE:9719) proposed to acquire Net One Systems Co., Ltd. (TSE:7518) from a group of shareholders for approximately ¥360 billion on November 5, 2024. SCSK will purchase 79.4 million shares of Net One at ¥4500 per share. In order to appropriate to the funds required for the Transaction, the Tender Offeror decided to borrow funds amounting to ¥273.5 billion from Sumitomo Mitsui Banking Corporation. The terms and conditions of the Transaction (including the method of implementation (the method of implementing the Squeeze-out Procedures after the completion of the Tender Offer if the Tender Offeror is unable to acquire all of the Net One Systems shares. The transaction is subject to minimum tender. The Board of Directors of Net One Systems Co., Ltd. formed a special committee for the transaction. The expected completion of the transaction is December 18, 2024. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as financial advisor for Net One Systems Co., Ltd. Daiwa Securities Co. Ltd. acted as financial advisor for SCSK Corporation. Nishimura & Asahi acted as legal advisor for SCSK Corporation. Nagashima Ohno & Tsunematsu acted as legal advisor for Net One Systems Co., Ltd.
分析記事 • Oct 31Here's What Analysts Are Forecasting For SCSK Corporation (TSE:9719) After Its Half-Yearly ResultsInvestors in SCSK Corporation ( TSE:9719 ) had a good week, as its shares rose 2.1% to close at JP¥2,867 following the...
Reported Earnings • Oct 31Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: JP¥32.04 (up from JP¥30.28 in 2Q 2024). Revenue: JP¥129.0b (up 9.5% from 2Q 2024). Net income: JP¥10.0b (up 5.9% from 2Q 2024). Profit margin: 7.8% (down from 8.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
分析記事 • Oct 08Investors Met With Slowing Returns on Capital At SCSK (TSE:9719)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Sep 27SCSK Corporation to Report Q2, 2025 Results on Oct 29, 2024SCSK Corporation announced that they will report Q2, 2025 results on Oct 29, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
分析記事 • Aug 21SCSK (TSE:9719) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Aug 06Risks Still Elevated At These Prices As SCSK Corporation (TSE:9719) Shares Dive 25%SCSK Corporation ( TSE:9719 ) shares have had a horrible month, losing 25% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,376, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,375 per share.
Buy Or Sell Opportunity • Aug 05Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥2,376. The fair value is estimated to be JP¥3,375, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.
分析記事 • Jul 31The SCSK Corporation (TSE:9719) First-Quarter Results Are Out And Analysts Have Published New ForecastsSCSK Corporation ( TSE:9719 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...
Reported Earnings • Jul 31First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: JP¥29.52 (up from JP¥28.84 in 1Q 2024). Revenue: JP¥122.5b (up 8.1% from 1Q 2024). Net income: JP¥9.22b (up 2.4% from 1Q 2024). Profit margin: 7.5% (down from 7.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.
分析記事 • Jul 26Calculating The Intrinsic Value Of SCSK Corporation (TSE:9719)Key Insights The projected fair value for SCSK is JP¥2,942 based on 2 Stage Free Cash Flow to Equity SCSK's JP¥3,034...
お知らせ • Jun 28SCSK Corporation to Report Q1, 2025 Results on Jul 29, 2024SCSK Corporation announced that they will report Q1, 2025 results on Jul 29, 2024
Reported Earnings • Jun 25Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥130 (up from JP¥119 in FY 2023). Revenue: JP¥480.3b (up 7.7% from FY 2023). Net income: JP¥40.5b (up 8.5% from FY 2023). Profit margin: 8.4% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 21Here's What To Make Of SCSK's (TSE:9719) Decelerating Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 • May 21SCSK (TSE:9719) Could Easily Take On More DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • May 01Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥130 (up from JP¥119 in FY 2023). Revenue: JP¥480.3b (up 7.7% from FY 2023). Net income: JP¥40.5b (up 8.5% from FY 2023). Profit margin: 8.4% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Apr 29SCSK Corporation, Annual General Meeting, Jun 20, 2024SCSK Corporation, Annual General Meeting, Jun 20, 2024.
分析記事 • Apr 23Estimating The Fair Value Of SCSK Corporation (TSE:9719)Key Insights SCSK's estimated fair value is JP¥2,878 based on 2 Stage Free Cash Flow to Equity With JP¥2,717 share...
お知らせ • Mar 27SCSK Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024SCSK Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 02Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥31.58 (up from JP¥29.67 in 3Q 2023). Revenue: JP¥120.2b (up 9.3% from 3Q 2023). Net income: JP¥9.87b (up 6.5% from 3Q 2023). Profit margin: 8.2% (down from 8.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Dec 27SCSK Corporation to Report Q3, 2024 Results on Jan 31, 2024SCSK Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥30.28 (up from JP¥29.52 in 2Q 2023). Revenue: JP¥117.8b (up 8.4% from 2Q 2023). Net income: JP¥9.46b (up 2.6% from 2Q 2023). Profit margin: 8.0% (down from 8.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 29SCSK Corporation to Report Q2, 2024 Results on Oct 27, 2023SCSK Corporation announced that they will report Q2, 2024 results on Oct 27, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥28.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).
Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥28.84 (up from JP¥22.44 in 1Q 2023). Revenue: JP¥113.4b (up 8.6% from 1Q 2023). Net income: JP¥9.01b (up 29% from 1Q 2023). Profit margin: 7.9% (up from 6.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Jul 06SCSK Corporation to Report Q1, 2024 Results on Jul 28, 2023SCSK Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Jun 28Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥119 (up from JP¥107 in FY 2022). Revenue: JP¥445.9b (up 7.7% from FY 2022). Net income: JP¥37.3b (up 11% from FY 2022). Profit margin: 8.4% (up from 8.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥119 (up from JP¥107 in FY 2022). Revenue: JP¥445.9b (up 7.7% from FY 2022). Net income: JP¥37.3b (up 11% from FY 2022). Profit margin: 8.4% (up from 8.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be JP¥2,413, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.
Reported Earnings • Feb 01Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥29.67 (up from JP¥27.14 in 3Q 2022). Revenue: JP¥109.9b (up 7.0% from 3Q 2022). Net income: JP¥9.27b (up 9.4% from 3Q 2022). Profit margin: 8.4% (up from 8.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 8.7%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.
お知らせ • Dec 26SCSK Corporation to Report Q3, 2023 Results on Jan 31, 2023SCSK Corporation announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Chairman & CEO Hideki Yamano was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: JP¥29.52 (up from JP¥25.88 in 2Q 2022). Revenue: JP¥108.7b (up 7.8% from 2Q 2022). Net income: JP¥9.22b (up 14% from 2Q 2022). Profit margin: 8.5% (up from 8.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Board Change • Aug 01High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Chairman & CEO Hideki Yamano was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 31First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥22.44 (down from JP¥24.67 in 1Q 2022). Revenue: JP¥104.4b (up 5.2% from 1Q 2022). Net income: JP¥7.01b (down 9.0% from 1Q 2022). Profit margin: 6.7% (down from 7.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 7.0%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jul 10High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Chairman & CEO Hideki Yamano was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥107 (up from JP¥107 in FY 2021). Revenue: JP¥414.2b (up 4.4% from FY 2021). Net income: JP¥33.5b (flat on FY 2021). Profit margin: 8.1% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 6.1%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.34 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 02 June 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥27.14 (down from JP¥28.54 in 3Q 2021). Revenue: JP¥102.7b (up 1.6% from 3Q 2021). Net income: JP¥8.47b (down 4.9% from 3Q 2021). Profit margin: 8.2% (down from 8.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 6.6%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be JP¥2,449, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% per annum over the last 3 years. Earnings per share has grown by 6.7% per annum over the last 3 years.
Reported Earnings • Oct 31Second quarter 2022 earnings releasedThe company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥100.8b (up 5.7% from 2Q 2021). Net income: JP¥8.08b (up 6.2% from 2Q 2021). Profit margin: 8.0% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 02First quarter 2022 earnings released: EPS JP¥74.01 (vs JP¥69.76 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥99.2b (up 5.1% from 1Q 2021). Net income: JP¥7.70b (up 6.1% from 1Q 2021). Profit margin: 7.8% (up from 7.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
Board Change • Jul 31High number of new directorsExecutive VP & Director Koji Tamefusa was the last director to join the board, commencing their role in 2021.
Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥321 (vs JP¥300 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥396.9b (up 2.5% from FY 2020). Net income: JP¥33.4b (up 7.2% from FY 2020). Profit margin: 8.4% (up from 8.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥321 (vs JP¥300 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥396.9b (up 2.5% from FY 2020). Net income: JP¥33.4b (up 7.2% from FY 2020). Profit margin: 8.4% (up from 8.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 02 June 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥85.64 (vs JP¥89.12 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥101.1b (up 8.3% from 3Q 2020). Net income: JP¥8.91b (down 3.7% from 3Q 2020). Profit margin: 8.8% (down from 9.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 02Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Over the next year, revenue is forecast to grow 1.7%, compared to a 8.4% growth forecast for the IT industry in Japan.
Is New 90 Day High Low • Feb 01New 90-day high: JP¥6,630The company is up 25% from its price of JP¥5,290 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,933 per share.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥6,630, the stock is trading at a trailing P/E ratio of 21.4x, up from the previous P/E ratio of 17.9x. This compares to an average P/E of 27x in the IT industry in Japan. Total returns to shareholders over the past three years are 53%.