View ValuationEnomotoLtd 将来の成長Future 基準チェック /26EnomotoLtdは、16.1%と5.5%でそれぞれ年率16.1%で利益と収益が成長すると予測される一方、EPSはgrowで16%年率。主要情報16.1%収益成長率16.00%EPS成長率Electronic 収益成長12.8%収益成長率5.5%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日13 Feb 2026今後の成長に関する最新情報Major Estimate Revision • Sep 06Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥27.0b to JP¥28.5b. EPS estimate increased from JP¥110 to JP¥133 per share. Net income forecast to grow 23% next year vs 17% growth forecast for Electronic industry in Japan. Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,699 over the past week.すべての更新を表示Recent updatesお知らせ • 8hEnomoto Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Enomoto Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 09Third quarter 2026 earnings released: EPS: JP¥61.12 (vs JP¥21.81 in 3Q 2025)Third quarter 2026 results: EPS: JP¥61.12 (up from JP¥21.81 in 3Q 2025). Revenue: JP¥7.76b (up 12% from 3Q 2025). Net income: JP¥391.0m (up 179% from 3Q 2025). Profit margin: 5.0% (up from 2.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,900, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 81% over the past three years.New Risk • Jan 23New 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 5.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change).お知らせ • Jan 07Enomoto Co.,Ltd. announced that it has received ¥428 million in funding from Nichia CorporationOn January 7, 2026, Enomoto Co.,Ltd. closed the transaction.お知らせ • Nov 29Enomoto Co.,Ltd. to Report Q3, 2026 Results on Feb 06, 2026Enomoto Co.,Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026分析記事 • Nov 20Enomoto Co.,Ltd. (TSE:6928) Looks Just Right With A 26% Price JumpThe Enomoto Co.,Ltd. ( TSE:6928 ) share price has done very well over the last month, posting an excellent gain of 26...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥50.83 (vs JP¥33.47 in 2Q 2025)Second quarter 2026 results: EPS: JP¥50.83 (up from JP¥33.47 in 2Q 2025). Revenue: JP¥7.51b (up 8.6% from 2Q 2025). Net income: JP¥325.0m (up 46% from 2Q 2025). Profit margin: 4.3% (up from 3.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 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 45% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,934, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 34% over the past three years.Buy Or Sell Opportunity • Oct 28Now 20% undervaluedOver the last 90 days, the stock has risen 27% to JP¥1,826. The fair value is estimated to be JP¥2,292, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 58%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.分析記事 • Oct 28Calculating The Intrinsic Value Of Enomoto Co.,Ltd. (TSE:6928)Key Insights Using the 2 Stage Free Cash Flow to Equity, EnomotoLtd fair value estimate is JP¥2,296 EnomotoLtd's...Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Major Estimate Revision • Sep 06Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥27.0b to JP¥28.5b. EPS estimate increased from JP¥110 to JP¥133 per share. Net income forecast to grow 23% next year vs 17% growth forecast for Electronic industry in Japan. Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,699 over the past week.お知らせ • Sep 01Enomoto Co.,Ltd. to Report Q2, 2026 Results on Nov 10, 2025Enomoto Co.,Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥41.25 (vs JP¥7.02 in 1Q 2025)First quarter 2026 results: EPS: JP¥41.25 (up from JP¥7.02 in 1Q 2025). Revenue: JP¥7.15b (up 9.8% from 1Q 2025). Net income: JP¥263.0m (up 460% from 1Q 2025). Profit margin: 3.7% (up from 0.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% 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 58% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 31Enomoto Co.,Ltd. to Report Q1, 2026 Results on Aug 06, 2025Enomoto Co.,Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025分析記事 • May 19We Think EnomotoLtd's (TSE:6928) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that Enomoto Co.,Ltd.'s ( TSE:6928 ) strong earnings didn't offer any...Reported Earnings • May 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥68.37 (up from JP¥18.12 in FY 2024). Revenue: JP¥26.9b (up 6.5% from FY 2024). Net income: JP¥447.0m (up 269% from FY 2024). Profit margin: 1.7% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.お知らせ • May 12Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2025Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2025.分析記事 • Apr 15Enomoto Co.,Ltd.'s (TSE:6928) Earnings Haven't Escaped The Attention Of InvestorsWith a price-to-earnings (or "P/E") ratio of 19.2x Enomoto Co.,Ltd. ( TSE:6928 ) may be sending very bearish signals at...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,129, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Electronic industry in Japan. Total loss to shareholders of 12% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Mar 01Enomoto Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Enomoto Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥21.81 (vs JP¥4.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.81 (up from JP¥4.49 in 3Q 2024). Revenue: JP¥6.92b (up 12% from 3Q 2024). Net income: JP¥140.0m (up 367% from 3Q 2024). Profit margin: 2.0% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% 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, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.お知らせ • Dec 02Enomoto Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025Enomoto Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025分析記事 • Nov 15Investors Can Find Comfort In EnomotoLtd's (TSE:6928) Earnings QualityEnomoto Co.,Ltd.'s ( TSE:6928 ) stock was strong despite it releasing a soft earnings report last week. However, we...Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥33.47 (vs JP¥1.35 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥33.47 (up from JP¥1.35 loss in 2Q 2024). Revenue: JP¥6.91b (up 4.8% from 2Q 2024). Net income: JP¥223.0m (up JP¥232.0m from 2Q 2024). Profit margin: 3.2% (up from net loss in 2Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).お知らせ • Aug 27Enomoto Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Enomoto Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥7.02 (vs JP¥14.37 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.02 (down from JP¥14.37 in 1Q 2024). Revenue: JP¥6.51b (up 1.2% from 1Q 2024). Net income: JP¥47.0m (down 51% from 1Q 2024). Profit margin: 0.7% (down from 1.5% in 1Q 2024). Revenue is forecast to grow 5.3% 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 fallen by 59% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.分析記事 • Aug 06Be Wary Of EnomotoLtd (TSE:6928) And Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,208, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 19% over the past three years.お知らせ • Jun 21Enomoto Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Enomoto Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥18.12 (down from JP¥190 in FY 2023). Revenue: JP¥25.2b (down 14% from FY 2023). Net income: JP¥121.0m (down 91% from FY 2023). Profit margin: 0.5% (down from 4.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 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 fallen by 44% 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 • May 15Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2024Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • Mar 28Enomoto Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Enomoto Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).New Risk • Feb 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 52% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 114% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥10.8b market cap, or US$73.2m).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥4.49 (vs JP¥64.83 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.49 (down from JP¥64.83 in 3Q 2023). Revenue: JP¥6.17b (down 23% from 3Q 2023). Net income: JP¥30.0m (down 93% from 3Q 2023). Profit margin: 0.5% (down from 5.4% in 3Q 2023). Revenue is forecast to grow 7.9% 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 27% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Buying Opportunity • Jan 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be JP¥1,979, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 8.9%. Revenue is forecast to grow by 4.9% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.お知らせ • Dec 13Enomoto Co.,Ltd. to Report Q3, 2024 Results on Feb 05, 2024Enomoto Co.,Ltd. announced that they will report Q3, 2024 results on Feb 05, 2024Buying Opportunity • Dec 05Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.0%. The fair value is estimated to be JP¥2,024, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 8.9%. Revenue is forecast to grow by 4.9% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.Reported Earnings • Nov 01Second quarter 2024 earnings released: JP¥1.35 loss per share (vs JP¥51.95 profit in 2Q 2023)Second quarter 2024 results: JP¥1.35 loss per share (down from JP¥51.95 profit in 2Q 2023). Revenue: JP¥6.59b (down 11% from 2Q 2023). Net loss: JP¥9.00m (down 103% from profit in 2Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Oct 05Enomoto Co.,Ltd. to Report Q2, 2024 Results on Oct 30, 2023Enomoto Co.,Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.3% net profit margin). Market cap is less than US$100m (JP¥11.5b market cap, or US$80.3m).Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥14.37 (vs JP¥64.56 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.37 (down from JP¥64.56 in 1Q 2023). Revenue: JP¥6.43b (down 11% from 1Q 2023). Net income: JP¥96.0m (down 78% from 1Q 2023). Profit margin: 1.5% (down from 6.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 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 increased by 5% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jul 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Hiroshi Muto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 07Enomoto Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023Enomoto Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • May 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥190 (down from JP¥230 in FY 2022). Revenue: JP¥29.3b (up 7.4% from FY 2022). Net income: JP¥1.27b (down 18% from FY 2022). Profit margin: 4.3% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 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 14% per year whereas the company’s share price has increased by 17% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: JP¥64.83 (vs JP¥55.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.83 (up from JP¥55.75 in 3Q 2022). Revenue: JP¥8.04b (up 15% from 3Q 2022). Net income: JP¥433.0m (up 16% from 3Q 2022). Profit margin: 5.4% (up from 5.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 07Enomoto Co.,Ltd. to Report Q3, 2023 Results on Feb 06, 2023Enomoto Co.,Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥51.95 (vs JP¥54.38 in 2Q 2022)Second quarter 2023 results: EPS: JP¥51.95 (down from JP¥54.38 in 2Q 2022). Revenue: JP¥7.41b (up 8.2% from 2Q 2022). Net income: JP¥347.0m (down 5.2% from 2Q 2022). Profit margin: 4.7% (down from 5.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 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 increased by 27% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 12Now 24% undervaluedOver the last 90 days, the stock is up 4.1%. The fair value is estimated to be JP¥2,020, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 23% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,632, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 77% over the past three years.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Sep 03Enomoto Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Enomoto Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥64.56 (vs JP¥71.64 in 1Q 2022)First quarter 2023 results: EPS: JP¥64.56 (down from JP¥71.64 in 1Q 2022). Revenue: JP¥7.24b (up 5.5% from 1Q 2022). Net income: JP¥431.0m (down 11% from 1Q 2022). Profit margin: 6.0% (down from 7.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.5%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 08Enomoto Co.,Ltd. to Report Q1, 2023 Results on Aug 01, 2022Enomoto Co.,Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022お知らせ • May 12Enomoto Co.,Ltd., Annual General Meeting, Jun 28, 2022Enomoto Co.,Ltd., Annual General Meeting, Jun 28, 2022.Reported Earnings • May 11Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥230 (up from JP¥222 in FY 2021). Revenue: JP¥27.3b (up 19% from FY 2021). Net income: JP¥1.55b (up 3.8% from FY 2021). Profit margin: 5.7% (down from 6.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 4.6%, compared to a 8.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.お知らせ • Apr 08Enomoto Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Enomoto Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥55.75 (down from JP¥89.29 in 3Q 2021). Revenue: JP¥6.99b (up 11% from 3Q 2021). Net income: JP¥373.0m (down 38% from 3Q 2021). Profit margin: 5.3% (down from 9.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 2.5%, compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 24% per year.Reported Earnings • Nov 01Second quarter 2022 earnings released: EPS JP¥54.36 (vs JP¥23.97 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.85b (up 28% from 2Q 2021). Net income: JP¥366.0m (up 127% from 2Q 2021). Profit margin: 5.3% (up from 3.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥1,881, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 78% over the past three years.Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥71.64 (vs JP¥25.46 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.87b (up 34% from 1Q 2021). Net income: JP¥482.0m (up 182% from 1Q 2021). Profit margin: 7.0% (up from 3.3% 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 10% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥222 (vs JP¥136 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥23.0b (up 1.6% from FY 2020). Net income: JP¥1.49b (up 63% from FY 2020). Profit margin: 6.5% (up from 4.0% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Mar 02New 90-day high: JP¥1,933The company is up 40% from its price of JP¥1,379 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,833, the stock is trading at a trailing P/E ratio of 11.1x, up from the previous P/E ratio of 9.3x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total returns to shareholders over the past three years are 20%.Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,765The company is up 54% from its price of JP¥1,147 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥89.29 (vs JP¥55.97 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.30b (up 10% from 3Q 2020). Net income: JP¥600.0m (up 60% from 3Q 2020). Profit margin: 9.5% (up from 6.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 08New 90-day high: JP¥1,488The company is up 33% from its price of JP¥1,119 on 09 October 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 18% over the same period.Is New 90 Day High Low • Dec 01New 90-day high: JP¥1,364The company is up 40% from its price of JP¥975 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.お知らせ • Sep 04Enomoto Co.,Ltd. to Report Q2, 2021 Results on Oct 29, 2020Enomoto Co.,Ltd. announced that they will report Q2, 2021 results on Oct 29, 2020業績と収益の成長予測TSE:6928 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202833,0001,500N/AN/A13/31/202731,5001,300N/AN/A13/31/202630,0001,150N/AN/A112/31/202528,9541,016N/AN/AN/A9/30/202528,113765-4101,066N/A6/30/202527,520663N/AN/AN/A3/31/202526,880447-929732N/A12/31/202426,390414N/AN/AN/A9/30/202425,6433041,0933,083N/A6/30/202425,32472N/AN/AN/A3/31/202425,2441211,0773,096N/A12/31/202325,765175N/AN/AN/A9/30/202327,635578-8631,570N/A6/30/202328,448934N/AN/AN/A3/31/202329,2651,269-1,0341,810N/A12/31/202229,2331,535N/AN/AN/A9/30/202228,1861,475-3992,653N/A6/30/202227,6271,494N/AN/AN/A3/31/202227,2501,5452803,331N/A12/31/202126,9451,778N/AN/AN/A9/30/202126,2492,0051,1033,951N/A6/30/202124,7521,800N/AN/AN/A3/31/202122,9991,489-102,506N/A12/31/202022,5871,110N/AN/AN/A9/30/202022,0098863662,096N/A6/30/202022,229871N/AN/AN/A3/31/202022,6479128392,357N/A12/31/201922,074849N/AN/AN/A9/30/201921,999749N/A1,030N/A6/30/201921,690945N/AN/AN/A3/31/201921,047912N/A592N/A12/31/201821,1931,107N/AN/AN/A9/30/201821,4931,202N/A1,543N/A6/30/201821,7771,165N/AN/AN/A3/31/201822,1031,246N/A2,012N/A12/31/201721,7151,197N/AN/AN/A9/30/201720,7891,124N/A2,215N/A6/30/201720,0971,051N/AN/AN/A3/31/201719,366936N/A2,203N/A12/31/201619,047489N/AN/AN/A9/30/201618,797389N/A1,112N/A6/30/201618,655313N/AN/AN/A3/31/201619,135480N/A667N/A12/31/201519,478736N/AN/AN/A9/30/201519,6901,309N/A1,580N/A6/30/201519,7071,349N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6928の予測収益成長率 (年間16.1% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6928の収益 ( 16.1% ) はJP市場 ( 10.2% ) よりも速いペースで成長すると予測されています。高成長収益: 6928の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 6928の収益 ( 5.5% ) JP市場 ( 6.1% ) よりも低い成長が予測されています。高い収益成長: 6928の収益 ( 5.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6928の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance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2026/05/09 20:54終値2026/05/08 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Enomoto Co.,Ltd. 1 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。3 アナリスト機関Yoshiki YugeDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.Koichi AkiyamaOkasan Securities Co. Ltd.
Major Estimate Revision • Sep 06Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥27.0b to JP¥28.5b. EPS estimate increased from JP¥110 to JP¥133 per share. Net income forecast to grow 23% next year vs 17% growth forecast for Electronic industry in Japan. Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,699 over the past week.
お知らせ • 8hEnomoto Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Enomoto Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 09Third quarter 2026 earnings released: EPS: JP¥61.12 (vs JP¥21.81 in 3Q 2025)Third quarter 2026 results: EPS: JP¥61.12 (up from JP¥21.81 in 3Q 2025). Revenue: JP¥7.76b (up 12% from 3Q 2025). Net income: JP¥391.0m (up 179% from 3Q 2025). Profit margin: 5.0% (up from 2.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,900, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 81% over the past three years.
New Risk • Jan 23New 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 5.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change).
お知らせ • Jan 07Enomoto Co.,Ltd. announced that it has received ¥428 million in funding from Nichia CorporationOn January 7, 2026, Enomoto Co.,Ltd. closed the transaction.
お知らせ • Nov 29Enomoto Co.,Ltd. to Report Q3, 2026 Results on Feb 06, 2026Enomoto Co.,Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
分析記事 • Nov 20Enomoto Co.,Ltd. (TSE:6928) Looks Just Right With A 26% Price JumpThe Enomoto Co.,Ltd. ( TSE:6928 ) share price has done very well over the last month, posting an excellent gain of 26...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥50.83 (vs JP¥33.47 in 2Q 2025)Second quarter 2026 results: EPS: JP¥50.83 (up from JP¥33.47 in 2Q 2025). Revenue: JP¥7.51b (up 8.6% from 2Q 2025). Net income: JP¥325.0m (up 46% from 2Q 2025). Profit margin: 4.3% (up from 3.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 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 45% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,934, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 34% over the past three years.
Buy Or Sell Opportunity • Oct 28Now 20% undervaluedOver the last 90 days, the stock has risen 27% to JP¥1,826. The fair value is estimated to be JP¥2,292, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 58%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
分析記事 • Oct 28Calculating The Intrinsic Value Of Enomoto Co.,Ltd. (TSE:6928)Key Insights Using the 2 Stage Free Cash Flow to Equity, EnomotoLtd fair value estimate is JP¥2,296 EnomotoLtd's...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Major Estimate Revision • Sep 06Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥27.0b to JP¥28.5b. EPS estimate increased from JP¥110 to JP¥133 per share. Net income forecast to grow 23% next year vs 17% growth forecast for Electronic industry in Japan. Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,699 over the past week.
お知らせ • Sep 01Enomoto Co.,Ltd. to Report Q2, 2026 Results on Nov 10, 2025Enomoto Co.,Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥41.25 (vs JP¥7.02 in 1Q 2025)First quarter 2026 results: EPS: JP¥41.25 (up from JP¥7.02 in 1Q 2025). Revenue: JP¥7.15b (up 9.8% from 1Q 2025). Net income: JP¥263.0m (up 460% from 1Q 2025). Profit margin: 3.7% (up from 0.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% 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 58% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 31Enomoto Co.,Ltd. to Report Q1, 2026 Results on Aug 06, 2025Enomoto Co.,Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025
分析記事 • May 19We Think EnomotoLtd's (TSE:6928) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that Enomoto Co.,Ltd.'s ( TSE:6928 ) strong earnings didn't offer any...
Reported Earnings • May 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥68.37 (up from JP¥18.12 in FY 2024). Revenue: JP¥26.9b (up 6.5% from FY 2024). Net income: JP¥447.0m (up 269% from FY 2024). Profit margin: 1.7% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
お知らせ • May 12Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2025Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 15Enomoto Co.,Ltd.'s (TSE:6928) Earnings Haven't Escaped The Attention Of InvestorsWith a price-to-earnings (or "P/E") ratio of 19.2x Enomoto Co.,Ltd. ( TSE:6928 ) may be sending very bearish signals at...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,129, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Electronic industry in Japan. Total loss to shareholders of 12% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Mar 01Enomoto Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Enomoto Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥21.81 (vs JP¥4.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.81 (up from JP¥4.49 in 3Q 2024). Revenue: JP¥6.92b (up 12% from 3Q 2024). Net income: JP¥140.0m (up 367% from 3Q 2024). Profit margin: 2.0% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% 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, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 02Enomoto Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025Enomoto Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
分析記事 • Nov 15Investors Can Find Comfort In EnomotoLtd's (TSE:6928) Earnings QualityEnomoto Co.,Ltd.'s ( TSE:6928 ) stock was strong despite it releasing a soft earnings report last week. However, we...
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥33.47 (vs JP¥1.35 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥33.47 (up from JP¥1.35 loss in 2Q 2024). Revenue: JP¥6.91b (up 4.8% from 2Q 2024). Net income: JP¥223.0m (up JP¥232.0m from 2Q 2024). Profit margin: 3.2% (up from net loss in 2Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
お知らせ • Aug 27Enomoto Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Enomoto Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥7.02 (vs JP¥14.37 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.02 (down from JP¥14.37 in 1Q 2024). Revenue: JP¥6.51b (up 1.2% from 1Q 2024). Net income: JP¥47.0m (down 51% from 1Q 2024). Profit margin: 0.7% (down from 1.5% in 1Q 2024). Revenue is forecast to grow 5.3% 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 fallen by 59% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 06Be Wary Of EnomotoLtd (TSE:6928) And Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,208, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 19% over the past three years.
お知らせ • Jun 21Enomoto Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Enomoto Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥18.12 (down from JP¥190 in FY 2023). Revenue: JP¥25.2b (down 14% from FY 2023). Net income: JP¥121.0m (down 91% from FY 2023). Profit margin: 0.5% (down from 4.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 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 fallen by 44% 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 • May 15Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2024Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • Mar 28Enomoto Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Enomoto Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
New Risk • Feb 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 52% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 114% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥10.8b market cap, or US$73.2m).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥4.49 (vs JP¥64.83 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.49 (down from JP¥64.83 in 3Q 2023). Revenue: JP¥6.17b (down 23% from 3Q 2023). Net income: JP¥30.0m (down 93% from 3Q 2023). Profit margin: 0.5% (down from 5.4% in 3Q 2023). Revenue is forecast to grow 7.9% 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 27% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Jan 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be JP¥1,979, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 8.9%. Revenue is forecast to grow by 4.9% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.
お知らせ • Dec 13Enomoto Co.,Ltd. to Report Q3, 2024 Results on Feb 05, 2024Enomoto Co.,Ltd. announced that they will report Q3, 2024 results on Feb 05, 2024
Buying Opportunity • Dec 05Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.0%. The fair value is estimated to be JP¥2,024, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 8.9%. Revenue is forecast to grow by 4.9% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.
Reported Earnings • Nov 01Second quarter 2024 earnings released: JP¥1.35 loss per share (vs JP¥51.95 profit in 2Q 2023)Second quarter 2024 results: JP¥1.35 loss per share (down from JP¥51.95 profit in 2Q 2023). Revenue: JP¥6.59b (down 11% from 2Q 2023). Net loss: JP¥9.00m (down 103% from profit in 2Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Oct 05Enomoto Co.,Ltd. to Report Q2, 2024 Results on Oct 30, 2023Enomoto Co.,Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.3% net profit margin). Market cap is less than US$100m (JP¥11.5b market cap, or US$80.3m).
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥14.37 (vs JP¥64.56 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.37 (down from JP¥64.56 in 1Q 2023). Revenue: JP¥6.43b (down 11% from 1Q 2023). Net income: JP¥96.0m (down 78% from 1Q 2023). Profit margin: 1.5% (down from 6.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 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 increased by 5% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jul 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Hiroshi Muto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 07Enomoto Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023Enomoto Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • May 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥190 (down from JP¥230 in FY 2022). Revenue: JP¥29.3b (up 7.4% from FY 2022). Net income: JP¥1.27b (down 18% from FY 2022). Profit margin: 4.3% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 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 14% per year whereas the company’s share price has increased by 17% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: JP¥64.83 (vs JP¥55.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.83 (up from JP¥55.75 in 3Q 2022). Revenue: JP¥8.04b (up 15% from 3Q 2022). Net income: JP¥433.0m (up 16% from 3Q 2022). Profit margin: 5.4% (up from 5.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 07Enomoto Co.,Ltd. to Report Q3, 2023 Results on Feb 06, 2023Enomoto Co.,Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥51.95 (vs JP¥54.38 in 2Q 2022)Second quarter 2023 results: EPS: JP¥51.95 (down from JP¥54.38 in 2Q 2022). Revenue: JP¥7.41b (up 8.2% from 2Q 2022). Net income: JP¥347.0m (down 5.2% from 2Q 2022). Profit margin: 4.7% (down from 5.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 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 increased by 27% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 12Now 24% undervaluedOver the last 90 days, the stock is up 4.1%. The fair value is estimated to be JP¥2,020, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 23% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,632, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 77% over the past three years.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Sep 03Enomoto Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Enomoto Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥64.56 (vs JP¥71.64 in 1Q 2022)First quarter 2023 results: EPS: JP¥64.56 (down from JP¥71.64 in 1Q 2022). Revenue: JP¥7.24b (up 5.5% from 1Q 2022). Net income: JP¥431.0m (down 11% from 1Q 2022). Profit margin: 6.0% (down from 7.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.5%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 08Enomoto Co.,Ltd. to Report Q1, 2023 Results on Aug 01, 2022Enomoto Co.,Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022
お知らせ • May 12Enomoto Co.,Ltd., Annual General Meeting, Jun 28, 2022Enomoto Co.,Ltd., Annual General Meeting, Jun 28, 2022.
Reported Earnings • May 11Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥230 (up from JP¥222 in FY 2021). Revenue: JP¥27.3b (up 19% from FY 2021). Net income: JP¥1.55b (up 3.8% from FY 2021). Profit margin: 5.7% (down from 6.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 4.6%, compared to a 8.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Apr 08Enomoto Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Enomoto Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥55.75 (down from JP¥89.29 in 3Q 2021). Revenue: JP¥6.99b (up 11% from 3Q 2021). Net income: JP¥373.0m (down 38% from 3Q 2021). Profit margin: 5.3% (down from 9.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 2.5%, compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 24% per year.
Reported Earnings • Nov 01Second quarter 2022 earnings released: EPS JP¥54.36 (vs JP¥23.97 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.85b (up 28% from 2Q 2021). Net income: JP¥366.0m (up 127% from 2Q 2021). Profit margin: 5.3% (up from 3.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥1,881, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 78% over the past three years.
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥71.64 (vs JP¥25.46 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.87b (up 34% from 1Q 2021). Net income: JP¥482.0m (up 182% from 1Q 2021). Profit margin: 7.0% (up from 3.3% 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 10% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥222 (vs JP¥136 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥23.0b (up 1.6% from FY 2020). Net income: JP¥1.49b (up 63% from FY 2020). Profit margin: 6.5% (up from 4.0% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Mar 02New 90-day high: JP¥1,933The company is up 40% from its price of JP¥1,379 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,833, the stock is trading at a trailing P/E ratio of 11.1x, up from the previous P/E ratio of 9.3x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total returns to shareholders over the past three years are 20%.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,765The company is up 54% from its price of JP¥1,147 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥89.29 (vs JP¥55.97 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.30b (up 10% from 3Q 2020). Net income: JP¥600.0m (up 60% from 3Q 2020). Profit margin: 9.5% (up from 6.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 08New 90-day high: JP¥1,488The company is up 33% from its price of JP¥1,119 on 09 October 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 18% over the same period.
Is New 90 Day High Low • Dec 01New 90-day high: JP¥1,364The company is up 40% from its price of JP¥975 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.
お知らせ • Sep 04Enomoto Co.,Ltd. to Report Q2, 2021 Results on Oct 29, 2020Enomoto Co.,Ltd. announced that they will report Q2, 2021 results on Oct 29, 2020