View Financial HealthOhara 配当と自社株買い配当金 基準チェック /36Ohara配当を支払う会社であり、現在の利回りは1.87%で、収益によって十分にカバーされています。主要情報1.9%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り1.9%配当成長5.4%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向34%最近の配当と自社株買いの更新分析記事 • Oct 28Ohara's (TSE:5218) Dividend Will Be Increased To ¥25.00Ohara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...Upcoming Dividend • Oct 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 30 January 2026. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).分析記事 • Sep 22Ohara (TSE:5218) Is Paying Out A Larger Dividend Than Last YearOhara Inc.'s ( TSE:5218 ) dividend will be increasing from last year's payment of the same period to ¥25.00 on 30th of...分析記事 • Aug 01Ohara (TSE:5218) Is Paying Out A Larger Dividend Than Last YearOhara Inc.'s ( TSE:5218 ) dividend will be increasing from last year's payment of the same period to ¥25.00 on 30th of...分析記事 • Jul 17Ohara (TSE:5218) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥25.00 on the 30th of...分析記事 • Jun 16Ohara (TSE:5218) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥25.00 on the 30th of...すべての更新を表示Recent updatesReported Earnings • Mar 14First quarter 2026 earnings released: EPS: JP¥14.05 (vs JP¥12.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥14.05 (up from JP¥12.52 in 1Q 2025). Revenue: JP¥7.18b (up 4.4% from 1Q 2025). Net income: JP¥338.0m (up 11% from 1Q 2025). Profit margin: 4.7% (up from 4.4% in 1Q 2025). Revenue is forecast to stay flat during the next 2 years compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Dec 18Additional Considerations Required While Assessing Ohara's (TSE:5218) Strong EarningsDespite announcing strong earnings, Ohara Inc.'s ( TSE:5218 ) stock was sluggish. We did some digging and found some...Reported Earnings • Dec 16Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥71.01 (up from JP¥64.36 in FY 2024). Revenue: JP¥28.9b (up 3.5% from FY 2024). Net income: JP¥1.73b (up 10% from FY 2024). Profit margin: 6.0% (up from 5.6% in FY 2024). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to stay flat during the next 2 years compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Dec 15These 4 Measures Indicate That Ohara (TSE:5218) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Dec 11+ 1 more updateOhara Inc., Annual General Meeting, Jan 30, 2026Ohara Inc., Annual General Meeting, Jan 30, 2026.分析記事 • Oct 28Ohara's (TSE:5218) Dividend Will Be Increased To ¥25.00Ohara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...お知らせ • Oct 28Ohara Inc. to Report Fiscal Year 2025 Results on Dec 11, 2025Ohara Inc. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Dec 11, 2025Upcoming Dividend • Oct 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 30 January 2026. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).New Risk • Oct 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.6% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (128% cash payout ratio).分析記事 • Sep 22Ohara (TSE:5218) Is Paying Out A Larger Dividend Than Last YearOhara Inc.'s ( TSE:5218 ) dividend will be increasing from last year's payment of the same period to ¥25.00 on 30th of...Reported Earnings • Sep 15Third quarter 2025 earnings released: EPS: JP¥15.35 (vs JP¥23.31 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.35 (down from JP¥23.31 in 3Q 2024). Revenue: JP¥7.27b (down 4.3% from 3Q 2024). Net income: JP¥374.0m (down 34% from 3Q 2024). Profit margin: 5.1% (down from 7.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.分析記事 • Aug 01Ohara (TSE:5218) Is Paying Out A Larger Dividend Than Last YearOhara Inc.'s ( TSE:5218 ) dividend will be increasing from last year's payment of the same period to ¥25.00 on 30th of...お知らせ • Jul 30Ohara Inc. to Report Q3, 2025 Results on Sep 12, 2025Ohara Inc. announced that they will report Q3, 2025 results on Sep 12, 2025分析記事 • Jul 17Ohara (TSE:5218) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥25.00 on the 30th of...分析記事 • Jun 16Ohara (TSE:5218) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥25.00 on the 30th of...Reported Earnings • Jun 16Second quarter 2025 earnings released: EPS: JP¥18.51 (vs JP¥20.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.51 (down from JP¥20.07 in 2Q 2024). Revenue: JP¥6.93b (flat on 2Q 2024). Net income: JP¥451.0m (down 7.8% from 2Q 2024). Profit margin: 6.5% (down from 7.1% in 2Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Declared Dividend • Jun 16Dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th October 2025 Payment date: 30th January 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 04Now 20% overvaluedOver the last 90 days, the stock has fallen 3.0% to JP¥1,050. The fair value is estimated to be JP¥873, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.お知らせ • Apr 29Ohara Inc. to Report Q2, 2025 Results on Jun 13, 2025Ohara Inc. announced that they will report Q2, 2025 results on Jun 13, 2025分析記事 • Apr 06Cautious Investors Not Rewarding Ohara Inc.'s (TSE:5218) Performance CompletelyIt's not a stretch to say that Ohara Inc.'s ( TSE:5218 ) price-to-earnings (or "P/E") ratio of 13x right now seems...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥941, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 15% over the past three years.Reported Earnings • Mar 15First quarter 2025 earnings released: EPS: JP¥12.52 (vs JP¥4.76 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.52 (up from JP¥4.76 in 1Q 2024). Revenue: JP¥6.87b (up 8.3% from 1Q 2024). Net income: JP¥305.0m (up 163% from 1Q 2024). Profit margin: 4.4% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jan 28Ohara Inc. to Report Q1, 2025 Results on Mar 14, 2025Ohara Inc. announced that they will report Q1, 2025 results on Mar 14, 2025Buy Or Sell Opportunity • Jan 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,197. The fair value is estimated to be JP¥1,504, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Buy Or Sell Opportunity • Dec 15Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,135. The fair value is estimated to be JP¥1,493, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.Reported Earnings • Dec 13Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥64.36 (down from JP¥64.53 in FY 2023). Revenue: JP¥27.9b (flat on FY 2023). Net income: JP¥1.57b (flat on FY 2023). Profit margin: 5.6% (in line with FY 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Dec 12Ohara Inc., Annual General Meeting, Jan 29, 2025Ohara Inc., Annual General Meeting, Jan 29, 2025.分析記事 • Oct 29Ohara's (TSE:5218) Shareholders Will Receive A Bigger Dividend Than Last YearOhara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...お知らせ • Oct 29Ohara Inc. to Report Fiscal Year 2024 Results on Dec 12, 2024Ohara Inc. announced that they will report fiscal year 2024 results on Dec 12, 2024Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 28 January 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Sep 17Third quarter 2024 earnings released: EPS: JP¥23.31 (vs JP¥13.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.31 (up from JP¥13.71 in 3Q 2023). Revenue: JP¥7.59b (up 10% from 3Q 2023). Net income: JP¥568.0m (up 70% from 3Q 2023). Profit margin: 7.5% (up from 4.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Sep 04Ohara Inc.'s (TSE:5218) 36% Jump Shows Its Popularity With InvestorsOhara Inc. ( TSE:5218 ) shareholders would be excited to see that the share price has had a great month, posting a 36...分析記事 • Aug 21Ohara's (TSE:5218) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥23.00 on the 28th of...分析記事 • Aug 06Ohara (TSE:5218) Will Pay A Larger Dividend Than Last Year At ¥23.00Ohara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (3.6% net profit margin).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¥1,002, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 23% over the past three years.お知らせ • Jul 27Ohara Inc. to Report Q3, 2024 Results on Sep 13, 2024Ohara Inc. announced that they will report Q3, 2024 results on Sep 13, 2024分析記事 • Jul 22Ohara (TSE:5218) Is Increasing Its Dividend To ¥23.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥23.00 on the 28th of...分析記事 • Jun 18Ohara's (TSE:5218) Dividend Will Be Increased To ¥23.00Ohara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...Declared Dividend • Jun 17Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 30th October 2024 Payment date: 28th January 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but not covered by cash flows (342% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 145% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 16Second quarter 2024 earnings released: EPS: JP¥20.07 (vs JP¥25.33 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.07 (down from JP¥25.33 in 2Q 2023). Revenue: JP¥6.90b (down 8.1% from 2Q 2023). Net income: JP¥489.0m (down 21% from 2Q 2023). Profit margin: 7.1% (down from 8.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 29Ohara Inc. to Report Q2, 2024 Results on Jun 14, 2024Ohara Inc. announced that they will report Q2, 2024 results on Jun 14, 2024Reported Earnings • Mar 09First quarter 2024 earnings released: EPS: JP¥4.76 (vs JP¥24.76 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.76 (down from JP¥24.76 in 1Q 2023). Revenue: JP¥6.35b (down 9.9% from 1Q 2023). Net income: JP¥116.0m (down 81% from 1Q 2023). Profit margin: 1.8% (down from 8.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Board Change • Feb 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Yukako Makino was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 28Ohara Inc. to Report Q1, 2024 Results on Mar 08, 2024Ohara Inc. announced that they will report Q1, 2024 results on Mar 08, 2024お知らせ • Dec 16Ohara Inc., Annual General Meeting, Jan 25, 2024Ohara Inc., Annual General Meeting, Jan 25, 2024.Reported Earnings • Dec 15Full year 2023 earnings released: EPS: JP¥64.53 (vs JP¥86.89 in FY 2022)Full year 2023 results: EPS: JP¥64.53 (down from JP¥86.89 in FY 2022). Revenue: JP¥28.1b (flat on FY 2022). Net income: JP¥1.57b (down 26% from FY 2022). Profit margin: 5.6% (down from 7.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Oct 28Ohara Inc. to Report Fiscal Year 2023 Results on Dec 14, 2023Ohara Inc. announced that they will report fiscal year 2023 results on Dec 14, 2023Upcoming Dividend • Oct 23Upcoming dividend of JP¥20.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 29 January 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).Reported Earnings • Sep 11Third quarter 2023 earnings released: EPS: JP¥13.71 (vs JP¥24.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.71 (down from JP¥24.23 in 3Q 2022). Revenue: JP¥6.89b (down 6.5% from 3Q 2022). Net income: JP¥334.0m (down 43% from 3Q 2022). Profit margin: 4.8% (down from 8.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29Ohara Inc. to Report Q3, 2023 Results on Sep 08, 2023Ohara Inc. announced that they will report Q3, 2023 results on Sep 08, 2023Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,626, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 64% over the past three years.New Risk • Jun 14New 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.5% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).Reported Earnings • Jun 11Second quarter 2023 earnings released: EPS: JP¥25.33 (vs JP¥17.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.33 (up from JP¥17.41 in 2Q 2022). Revenue: JP¥7.51b (up 9.1% from 2Q 2022). Net income: JP¥617.0m (up 46% from 2Q 2022). Profit margin: 8.2% (up from 6.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 11First quarter 2023 earnings released: EPS: JP¥24.76 (vs JP¥23.00 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.76 (up from JP¥23.00 in 1Q 2022). Revenue: JP¥7.04b (up 5.1% from 1Q 2022). Net income: JP¥603.0m (up 7.7% from 1Q 2022). Profit margin: 8.6% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Ohara Inc. to Report Q1, 2023 Results on Mar 10, 2023Ohara Inc. announced that they will report Q1, 2023 results on Mar 10, 2023Reported Earnings • Dec 17Full year 2022 earnings released: EPS: JP¥86.89 (vs JP¥59.97 in FY 2021)Full year 2022 results: EPS: JP¥86.89 (up from JP¥59.97 in FY 2021). Revenue: JP¥28.3b (up 20% from FY 2021). Net income: JP¥2.12b (up 45% from FY 2021). Profit margin: 7.5% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Dec 17Ohara Inc., Annual General Meeting, Jan 26, 2023Ohara Inc., Annual General Meeting, Jan 26, 2023.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. President, CEO & Director Hirokazu Saito was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 28 January 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Sep 11Third quarter 2022 earnings released: EPS: JP¥24.23 (vs JP¥22.34 in 3Q 2021)Third quarter 2022 results: EPS: JP¥24.23 (up from JP¥22.34 in 3Q 2021). Revenue: JP¥7.37b (up 14% from 3Q 2021). Net income: JP¥590.0m (up 8.5% from 3Q 2021). Profit margin: 8.0% (down from 8.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 13Second quarter 2022 earnings released: EPS: JP¥17.41 (vs JP¥13.60 in 2Q 2021)Second quarter 2022 results: EPS: JP¥17.41 (up from JP¥13.60 in 2Q 2021). Revenue: JP¥6.89b (up 21% from 2Q 2021). Net income: JP¥424.0m (up 28% from 2Q 2021). Profit margin: 6.2% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 5.6% compared to a 9.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.Price Target Changed • Apr 27Price target decreased to JP¥1,400Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥1,086. Stock is down 33% over the past year. The company is forecast to post earnings per share of JP¥30.00 for next year compared to JP¥59.97 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. President, CEO & Director Hirokazu Saito was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,312, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 9.9% over the past three years.Reported Earnings • Mar 13First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥23.00 (up from JP¥1.60 loss in 1Q 2021). Revenue: JP¥6.70b (up 38% from 1Q 2021). Net income: JP¥560.0m (up JP¥599.0m from 1Q 2021). Profit margin: 8.4% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Over the next year, revenue is expected to shrink by 1.8% compared to a 8.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Price Target Changed • Jan 07Price target decreased to JP¥1,400Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 15% above last closing price of JP¥1,216. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥30.00 for next year compared to JP¥59.97 last year.Major Estimate Revision • Jan 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from JP¥22.9b to JP¥24.7b. EPS estimate fell from JP¥51.90 to JP¥30.00 per share. Consensus price target down from JP¥1,700 to JP¥1,400. Share price was steady at JP¥1,216 over the past week.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to JP¥1,224, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Electronic industry in Japan. Total loss to shareholders of 20% over the past three years.Reported Earnings • Dec 16Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: JP¥59.97 (up from JP¥174 loss in FY 2020). Revenue: JP¥23.5b (up 32% from FY 2020). Net income: JP¥1.46b (up JP¥5.70b from FY 2020). Profit margin: 6.2% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Earnings per share (EPS) surpassed analyst estimates by 32%. Over the next year, revenue is expected to shrink by 2.6% compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Oct 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 January 2022. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.1%).Price Target Changed • Sep 17Price target increased to JP¥1,700Up from JP¥1,500, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,621. Stock is up 26% over the past year.Reported Earnings • Sep 16Third quarter 2021 earnings released: EPS JP¥22.34 (vs JP¥16.72 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.50b (up 63% from 3Q 2020). Net income: JP¥544.0m (up JP¥951.0m from 3Q 2020). Profit margin: 8.4% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 13Second quarter 2021 earnings released: EPS JP¥13.60 (vs JP¥20.38 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥5.68b (up 13% from 2Q 2020). Net income: JP¥331.0m (up JP¥827.0m from 2Q 2020). Profit margin: 5.8% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 14First quarter 2021 earnings released: JP¥1.60 loss per share (vs JP¥26.21 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: JP¥4.86b (up 10.0% from 1Q 2020). Net loss: JP¥39.0m (loss narrowed 94% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 15New 90-day high: JP¥2,000The company is up 63% from its price of JP¥1,229 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 14% over the same period.Reported Earnings • Feb 02Full year 2020 earnings released: JP¥174 loss per share (vs JP¥19.15 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: JP¥17.9b (down 24% from FY 2019). Net loss: JP¥4.24b (down JP¥4.71b from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 02Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 73%. Over the next year, revenue is forecast to grow 16%, compared to a 7.1% growth forecast for the Electronic industry in Japan.Is New 90 Day High Low • Jan 06New 90-day high: JP¥1,813The company is up 39% from its price of JP¥1,308 on 08 October 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 18% over the same period.お知らせ • Dec 17Ohara Inc., Annual General Meeting, Jan 28, 2021Ohara Inc., Annual General Meeting, Jan 28, 2021.Analyst Estimate Surprise Post Earnings • Dec 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 73%. Over the next year, revenue is forecast to grow 8.4%, compared to a 5.7% growth forecast for the Electronic industry in Japan.Reported Earnings • Dec 16Full year 2020 earnings released: JP¥174 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: JP¥17.9b (down 24% from FY 2019). Net loss: JP¥4.24b (down JP¥4.71b from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 04New 90-day high: JP¥1,707The company is up 67% from its price of JP¥1,025 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 21% over the same period.Price Target Changed • Dec 01Price target raised to JP¥2,000Up from JP¥1,800, the current price target is provided by 1 analyst. The new target price is 36% above the current share price of JP¥1,472. As of last close, the stock is up 3.2% over the past year.お知らせ • Oct 10Ohara Inc. to Report Fiscal Year 2020 Results on Dec 15, 2020Ohara Inc. announced that they will report fiscal year 2020 results on Dec 15, 2020お知らせ • Jul 19Ohara Inc. to Report Q3, 2020 Results on Sep 10, 2020Ohara Inc. announced that they will report Q3, 2020 results on Sep 10, 2020決済の安定と成長配当データの取得安定した配当: 5218の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 5218の配当金は過去10年間にわたって増加しています。配当利回り対市場Ohara 配当利回り対市場5218 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (5218)1.9%市場下位25% (JP)1.7%市場トップ25% (JP)3.7%業界平均 (Electronic)1.3%アナリスト予想 (5218) (最長3年)1.9%注目すべき配当: 5218の配当金 ( 1.87% ) はJP市場の配当金支払者の下位 25% ( 1.73% ) よりも高くなっています。高配当: 5218の配当金 ( 1.87% ) はJP市場の配当金支払者の上位 25% ( 3.73% ) と比較すると低いです。株主への利益配当収益カバレッジ: 5218の 配当性向 ( 34.4% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 5218は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management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2026/05/20 02:10終値2026/05/20 00:00収益2026/01/31年間収益2025/10/31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Ohara Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Hisanori ShimoiCitigroup IncNanako ImazuCLSAToshiya HariGoldman Sachs3 その他のアナリストを表示
分析記事 • Oct 28Ohara's (TSE:5218) Dividend Will Be Increased To ¥25.00Ohara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...
Upcoming Dividend • Oct 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 30 January 2026. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
分析記事 • Sep 22Ohara (TSE:5218) Is Paying Out A Larger Dividend Than Last YearOhara Inc.'s ( TSE:5218 ) dividend will be increasing from last year's payment of the same period to ¥25.00 on 30th of...
分析記事 • Aug 01Ohara (TSE:5218) Is Paying Out A Larger Dividend Than Last YearOhara Inc.'s ( TSE:5218 ) dividend will be increasing from last year's payment of the same period to ¥25.00 on 30th of...
分析記事 • Jul 17Ohara (TSE:5218) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥25.00 on the 30th of...
分析記事 • Jun 16Ohara (TSE:5218) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥25.00 on the 30th of...
Reported Earnings • Mar 14First quarter 2026 earnings released: EPS: JP¥14.05 (vs JP¥12.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥14.05 (up from JP¥12.52 in 1Q 2025). Revenue: JP¥7.18b (up 4.4% from 1Q 2025). Net income: JP¥338.0m (up 11% from 1Q 2025). Profit margin: 4.7% (up from 4.4% in 1Q 2025). Revenue is forecast to stay flat during the next 2 years compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Dec 18Additional Considerations Required While Assessing Ohara's (TSE:5218) Strong EarningsDespite announcing strong earnings, Ohara Inc.'s ( TSE:5218 ) stock was sluggish. We did some digging and found some...
Reported Earnings • Dec 16Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥71.01 (up from JP¥64.36 in FY 2024). Revenue: JP¥28.9b (up 3.5% from FY 2024). Net income: JP¥1.73b (up 10% from FY 2024). Profit margin: 6.0% (up from 5.6% in FY 2024). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to stay flat during the next 2 years compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Dec 15These 4 Measures Indicate That Ohara (TSE:5218) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Dec 11+ 1 more updateOhara Inc., Annual General Meeting, Jan 30, 2026Ohara Inc., Annual General Meeting, Jan 30, 2026.
分析記事 • Oct 28Ohara's (TSE:5218) Dividend Will Be Increased To ¥25.00Ohara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...
お知らせ • Oct 28Ohara Inc. to Report Fiscal Year 2025 Results on Dec 11, 2025Ohara Inc. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Dec 11, 2025
Upcoming Dividend • Oct 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 30 January 2026. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
New Risk • Oct 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.6% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (128% cash payout ratio).
分析記事 • Sep 22Ohara (TSE:5218) Is Paying Out A Larger Dividend Than Last YearOhara Inc.'s ( TSE:5218 ) dividend will be increasing from last year's payment of the same period to ¥25.00 on 30th of...
Reported Earnings • Sep 15Third quarter 2025 earnings released: EPS: JP¥15.35 (vs JP¥23.31 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.35 (down from JP¥23.31 in 3Q 2024). Revenue: JP¥7.27b (down 4.3% from 3Q 2024). Net income: JP¥374.0m (down 34% from 3Q 2024). Profit margin: 5.1% (down from 7.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 01Ohara (TSE:5218) Is Paying Out A Larger Dividend Than Last YearOhara Inc.'s ( TSE:5218 ) dividend will be increasing from last year's payment of the same period to ¥25.00 on 30th of...
お知らせ • Jul 30Ohara Inc. to Report Q3, 2025 Results on Sep 12, 2025Ohara Inc. announced that they will report Q3, 2025 results on Sep 12, 2025
分析記事 • Jul 17Ohara (TSE:5218) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥25.00 on the 30th of...
分析記事 • Jun 16Ohara (TSE:5218) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥25.00 on the 30th of...
Reported Earnings • Jun 16Second quarter 2025 earnings released: EPS: JP¥18.51 (vs JP¥20.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.51 (down from JP¥20.07 in 2Q 2024). Revenue: JP¥6.93b (flat on 2Q 2024). Net income: JP¥451.0m (down 7.8% from 2Q 2024). Profit margin: 6.5% (down from 7.1% in 2Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jun 16Dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th October 2025 Payment date: 30th January 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 04Now 20% overvaluedOver the last 90 days, the stock has fallen 3.0% to JP¥1,050. The fair value is estimated to be JP¥873, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
お知らせ • Apr 29Ohara Inc. to Report Q2, 2025 Results on Jun 13, 2025Ohara Inc. announced that they will report Q2, 2025 results on Jun 13, 2025
分析記事 • Apr 06Cautious Investors Not Rewarding Ohara Inc.'s (TSE:5218) Performance CompletelyIt's not a stretch to say that Ohara Inc.'s ( TSE:5218 ) price-to-earnings (or "P/E") ratio of 13x right now seems...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥941, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 15% over the past three years.
Reported Earnings • Mar 15First quarter 2025 earnings released: EPS: JP¥12.52 (vs JP¥4.76 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.52 (up from JP¥4.76 in 1Q 2024). Revenue: JP¥6.87b (up 8.3% from 1Q 2024). Net income: JP¥305.0m (up 163% from 1Q 2024). Profit margin: 4.4% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 28Ohara Inc. to Report Q1, 2025 Results on Mar 14, 2025Ohara Inc. announced that they will report Q1, 2025 results on Mar 14, 2025
Buy Or Sell Opportunity • Jan 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,197. The fair value is estimated to be JP¥1,504, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Buy Or Sell Opportunity • Dec 15Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,135. The fair value is estimated to be JP¥1,493, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.
Reported Earnings • Dec 13Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥64.36 (down from JP¥64.53 in FY 2023). Revenue: JP¥27.9b (flat on FY 2023). Net income: JP¥1.57b (flat on FY 2023). Profit margin: 5.6% (in line with FY 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 12Ohara Inc., Annual General Meeting, Jan 29, 2025Ohara Inc., Annual General Meeting, Jan 29, 2025.
分析記事 • Oct 29Ohara's (TSE:5218) Shareholders Will Receive A Bigger Dividend Than Last YearOhara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...
お知らせ • Oct 29Ohara Inc. to Report Fiscal Year 2024 Results on Dec 12, 2024Ohara Inc. announced that they will report fiscal year 2024 results on Dec 12, 2024
Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 28 January 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Sep 17Third quarter 2024 earnings released: EPS: JP¥23.31 (vs JP¥13.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.31 (up from JP¥13.71 in 3Q 2023). Revenue: JP¥7.59b (up 10% from 3Q 2023). Net income: JP¥568.0m (up 70% from 3Q 2023). Profit margin: 7.5% (up from 4.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Sep 04Ohara Inc.'s (TSE:5218) 36% Jump Shows Its Popularity With InvestorsOhara Inc. ( TSE:5218 ) shareholders would be excited to see that the share price has had a great month, posting a 36...
分析記事 • Aug 21Ohara's (TSE:5218) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥23.00 on the 28th of...
分析記事 • Aug 06Ohara (TSE:5218) Will Pay A Larger Dividend Than Last Year At ¥23.00Ohara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...
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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (3.6% net profit margin).
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¥1,002, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 23% over the past three years.
お知らせ • Jul 27Ohara Inc. to Report Q3, 2024 Results on Sep 13, 2024Ohara Inc. announced that they will report Q3, 2024 results on Sep 13, 2024
分析記事 • Jul 22Ohara (TSE:5218) Is Increasing Its Dividend To ¥23.00The board of Ohara Inc. ( TSE:5218 ) has announced that it will be paying its dividend of ¥23.00 on the 28th of...
分析記事 • Jun 18Ohara's (TSE:5218) Dividend Will Be Increased To ¥23.00Ohara Inc. ( TSE:5218 ) has announced that it will be increasing its dividend from last year's comparable payment on...
Declared Dividend • Jun 17Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 30th October 2024 Payment date: 28th January 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but not covered by cash flows (342% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 145% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 16Second quarter 2024 earnings released: EPS: JP¥20.07 (vs JP¥25.33 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.07 (down from JP¥25.33 in 2Q 2023). Revenue: JP¥6.90b (down 8.1% from 2Q 2023). Net income: JP¥489.0m (down 21% from 2Q 2023). Profit margin: 7.1% (down from 8.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 29Ohara Inc. to Report Q2, 2024 Results on Jun 14, 2024Ohara Inc. announced that they will report Q2, 2024 results on Jun 14, 2024
Reported Earnings • Mar 09First quarter 2024 earnings released: EPS: JP¥4.76 (vs JP¥24.76 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.76 (down from JP¥24.76 in 1Q 2023). Revenue: JP¥6.35b (down 9.9% from 1Q 2023). Net income: JP¥116.0m (down 81% from 1Q 2023). Profit margin: 1.8% (down from 8.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Board Change • Feb 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Yukako Makino was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 28Ohara Inc. to Report Q1, 2024 Results on Mar 08, 2024Ohara Inc. announced that they will report Q1, 2024 results on Mar 08, 2024
お知らせ • Dec 16Ohara Inc., Annual General Meeting, Jan 25, 2024Ohara Inc., Annual General Meeting, Jan 25, 2024.
Reported Earnings • Dec 15Full year 2023 earnings released: EPS: JP¥64.53 (vs JP¥86.89 in FY 2022)Full year 2023 results: EPS: JP¥64.53 (down from JP¥86.89 in FY 2022). Revenue: JP¥28.1b (flat on FY 2022). Net income: JP¥1.57b (down 26% from FY 2022). Profit margin: 5.6% (down from 7.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28Ohara Inc. to Report Fiscal Year 2023 Results on Dec 14, 2023Ohara Inc. announced that they will report fiscal year 2023 results on Dec 14, 2023
Upcoming Dividend • Oct 23Upcoming dividend of JP¥20.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 29 January 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).
Reported Earnings • Sep 11Third quarter 2023 earnings released: EPS: JP¥13.71 (vs JP¥24.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.71 (down from JP¥24.23 in 3Q 2022). Revenue: JP¥6.89b (down 6.5% from 3Q 2022). Net income: JP¥334.0m (down 43% from 3Q 2022). Profit margin: 4.8% (down from 8.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29Ohara Inc. to Report Q3, 2023 Results on Sep 08, 2023Ohara Inc. announced that they will report Q3, 2023 results on Sep 08, 2023
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,626, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 64% over the past three years.
New Risk • Jun 14New 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.5% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).
Reported Earnings • Jun 11Second quarter 2023 earnings released: EPS: JP¥25.33 (vs JP¥17.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.33 (up from JP¥17.41 in 2Q 2022). Revenue: JP¥7.51b (up 9.1% from 2Q 2022). Net income: JP¥617.0m (up 46% from 2Q 2022). Profit margin: 8.2% (up from 6.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 11First quarter 2023 earnings released: EPS: JP¥24.76 (vs JP¥23.00 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.76 (up from JP¥23.00 in 1Q 2022). Revenue: JP¥7.04b (up 5.1% from 1Q 2022). Net income: JP¥603.0m (up 7.7% from 1Q 2022). Profit margin: 8.6% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Ohara Inc. to Report Q1, 2023 Results on Mar 10, 2023Ohara Inc. announced that they will report Q1, 2023 results on Mar 10, 2023
Reported Earnings • Dec 17Full year 2022 earnings released: EPS: JP¥86.89 (vs JP¥59.97 in FY 2021)Full year 2022 results: EPS: JP¥86.89 (up from JP¥59.97 in FY 2021). Revenue: JP¥28.3b (up 20% from FY 2021). Net income: JP¥2.12b (up 45% from FY 2021). Profit margin: 7.5% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Dec 17Ohara Inc., Annual General Meeting, Jan 26, 2023Ohara Inc., Annual General Meeting, Jan 26, 2023.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. President, CEO & Director Hirokazu Saito was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 28 January 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Sep 11Third quarter 2022 earnings released: EPS: JP¥24.23 (vs JP¥22.34 in 3Q 2021)Third quarter 2022 results: EPS: JP¥24.23 (up from JP¥22.34 in 3Q 2021). Revenue: JP¥7.37b (up 14% from 3Q 2021). Net income: JP¥590.0m (up 8.5% from 3Q 2021). Profit margin: 8.0% (down from 8.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 13Second quarter 2022 earnings released: EPS: JP¥17.41 (vs JP¥13.60 in 2Q 2021)Second quarter 2022 results: EPS: JP¥17.41 (up from JP¥13.60 in 2Q 2021). Revenue: JP¥6.89b (up 21% from 2Q 2021). Net income: JP¥424.0m (up 28% from 2Q 2021). Profit margin: 6.2% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 5.6% compared to a 9.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
Price Target Changed • Apr 27Price target decreased to JP¥1,400Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥1,086. Stock is down 33% over the past year. The company is forecast to post earnings per share of JP¥30.00 for next year compared to JP¥59.97 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. President, CEO & Director Hirokazu Saito was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,312, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 9.9% over the past three years.
Reported Earnings • Mar 13First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥23.00 (up from JP¥1.60 loss in 1Q 2021). Revenue: JP¥6.70b (up 38% from 1Q 2021). Net income: JP¥560.0m (up JP¥599.0m from 1Q 2021). Profit margin: 8.4% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Over the next year, revenue is expected to shrink by 1.8% compared to a 8.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jan 07Price target decreased to JP¥1,400Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 15% above last closing price of JP¥1,216. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥30.00 for next year compared to JP¥59.97 last year.
Major Estimate Revision • Jan 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from JP¥22.9b to JP¥24.7b. EPS estimate fell from JP¥51.90 to JP¥30.00 per share. Consensus price target down from JP¥1,700 to JP¥1,400. Share price was steady at JP¥1,216 over the past week.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to JP¥1,224, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Electronic industry in Japan. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Dec 16Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: JP¥59.97 (up from JP¥174 loss in FY 2020). Revenue: JP¥23.5b (up 32% from FY 2020). Net income: JP¥1.46b (up JP¥5.70b from FY 2020). Profit margin: 6.2% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Earnings per share (EPS) surpassed analyst estimates by 32%. Over the next year, revenue is expected to shrink by 2.6% compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Oct 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 January 2022. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.1%).
Price Target Changed • Sep 17Price target increased to JP¥1,700Up from JP¥1,500, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,621. Stock is up 26% over the past year.
Reported Earnings • Sep 16Third quarter 2021 earnings released: EPS JP¥22.34 (vs JP¥16.72 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.50b (up 63% from 3Q 2020). Net income: JP¥544.0m (up JP¥951.0m from 3Q 2020). Profit margin: 8.4% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 13Second quarter 2021 earnings released: EPS JP¥13.60 (vs JP¥20.38 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥5.68b (up 13% from 2Q 2020). Net income: JP¥331.0m (up JP¥827.0m from 2Q 2020). Profit margin: 5.8% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 14First quarter 2021 earnings released: JP¥1.60 loss per share (vs JP¥26.21 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: JP¥4.86b (up 10.0% from 1Q 2020). Net loss: JP¥39.0m (loss narrowed 94% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 15New 90-day high: JP¥2,000The company is up 63% from its price of JP¥1,229 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 14% over the same period.
Reported Earnings • Feb 02Full year 2020 earnings released: JP¥174 loss per share (vs JP¥19.15 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: JP¥17.9b (down 24% from FY 2019). Net loss: JP¥4.24b (down JP¥4.71b from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 02Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 73%. Over the next year, revenue is forecast to grow 16%, compared to a 7.1% growth forecast for the Electronic industry in Japan.
Is New 90 Day High Low • Jan 06New 90-day high: JP¥1,813The company is up 39% from its price of JP¥1,308 on 08 October 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 18% over the same period.
お知らせ • Dec 17Ohara Inc., Annual General Meeting, Jan 28, 2021Ohara Inc., Annual General Meeting, Jan 28, 2021.
Analyst Estimate Surprise Post Earnings • Dec 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 73%. Over the next year, revenue is forecast to grow 8.4%, compared to a 5.7% growth forecast for the Electronic industry in Japan.
Reported Earnings • Dec 16Full year 2020 earnings released: JP¥174 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: JP¥17.9b (down 24% from FY 2019). Net loss: JP¥4.24b (down JP¥4.71b from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 04New 90-day high: JP¥1,707The company is up 67% from its price of JP¥1,025 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 21% over the same period.
Price Target Changed • Dec 01Price target raised to JP¥2,000Up from JP¥1,800, the current price target is provided by 1 analyst. The new target price is 36% above the current share price of JP¥1,472. As of last close, the stock is up 3.2% over the past year.
お知らせ • Oct 10Ohara Inc. to Report Fiscal Year 2020 Results on Dec 15, 2020Ohara Inc. announced that they will report fiscal year 2020 results on Dec 15, 2020
お知らせ • Jul 19Ohara Inc. to Report Q3, 2020 Results on Sep 10, 2020Ohara Inc. announced that they will report Q3, 2020 results on Sep 10, 2020