Marubun（7537）株式概要丸文株式会社は、エレクトロニクス製品を国内外に販売している。 詳細7537 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績5/6財務の健全性5/6配当金5/6報酬当社が推定した公正価値より94.8%で取引されている 収益は年間22.54%増加すると予測されています 過去1年間で収益は51.1%増加しました リスク分析多額の負債を抱えている 不安定な配当実績 すべてのリスクチェックを見る7537 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.22k34.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b346b2016201920222025202620282031Revenue JP¥269.5bEarnings JP¥3.7bAdvancedSet Fair ValueView all narrativesMarubun Corporation 競合他社FTGroupSymbol: TSE:2763Market cap: JP¥33.6bSanshin ElectronicsSymbol: TSE:8150Market cap: JP¥32.9bTakebishiSymbol: TSE:7510Market cap: JP¥35.1bKuroda GroupSymbol: TSE:287AMarket cap: JP¥40.1b価格と性能株価の高値、安値、推移の概要Marubun過去の株価現在の株価JP¥1,217.0052週高値JP¥1,422.0052週安値JP¥919.00ベータ01ヶ月の変化5.00%3ヶ月変化-4.10%1年変化31.28%3年間の変化-3.26%5年間の変化149.39%IPOからの変化10.16%最新ニュースReported Earnings • Jan 31Third quarter 2026 earnings released: JP¥18.86 loss per share (vs JP¥12.16 loss in 3Q 2025)Third quarter 2026 results: JP¥18.86 loss per share (further deteriorated from JP¥12.16 loss in 3Q 2025). Revenue: JP¥50.1b (down 6.1% from 3Q 2025). Net loss: JP¥494.0m (loss widened 55% from 3Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Dec 27Marubun Corporation to Report Q3, 2026 Results on Jan 30, 2026Marubun Corporation announced that they will report Q3, 2026 results on Jan 30, 2026Declared Dividend • Dec 03First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (7% 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 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 16Marubun's (TSE:7537) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Marubun Corporation ( TSE:7537 ). While the headline...Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥13.75 (vs JP¥65.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.75 (down from JP¥65.39 in 2Q 2025). Revenue: JP¥52.8b (up 11% from 2Q 2025). Net income: JP¥360.0m (down 79% from 2Q 2025). Profit margin: 0.7% (down from 3.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% 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 fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Board Change • Oct 15Less 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 Director Katsuma Yagi was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesReported Earnings • Jan 31Third quarter 2026 earnings released: JP¥18.86 loss per share (vs JP¥12.16 loss in 3Q 2025)Third quarter 2026 results: JP¥18.86 loss per share (further deteriorated from JP¥12.16 loss in 3Q 2025). Revenue: JP¥50.1b (down 6.1% from 3Q 2025). Net loss: JP¥494.0m (loss widened 55% from 3Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Dec 27Marubun Corporation to Report Q3, 2026 Results on Jan 30, 2026Marubun Corporation announced that they will report Q3, 2026 results on Jan 30, 2026Declared Dividend • Dec 03First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (7% 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 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 16Marubun's (TSE:7537) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Marubun Corporation ( TSE:7537 ). While the headline...Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥13.75 (vs JP¥65.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.75 (down from JP¥65.39 in 2Q 2025). Revenue: JP¥52.8b (up 11% from 2Q 2025). Net income: JP¥360.0m (down 79% from 2Q 2025). Profit margin: 0.7% (down from 3.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% 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 fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Board Change • Oct 15Less 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 Director Katsuma Yagi was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).お知らせ • Sep 09Marubun Corporation to Report Q2, 2026 Results on Nov 04, 2025Marubun Corporation announced that they will report Q2, 2026 results on Nov 04, 2025Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥23.88 (vs JP¥16.43 in 1Q 2025)First quarter 2026 results: EPS: JP¥23.88 (up from JP¥16.43 in 1Q 2025). Revenue: JP¥49.9b (down 1.8% from 1Q 2025). Net income: JP¥625.0m (up 46% from 1Q 2025). Profit margin: 1.3% (up from 0.8% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% 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 increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (8% 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 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 02Marubun Corporation to Report Q1, 2026 Results on Aug 01, 2025Marubun Corporation announced that they will report Q1, 2026 results on Aug 01, 2025Reported Earnings • Jul 01Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163 (up from JP¥130 in FY 2024). Revenue: JP¥210.8b (down 11% from FY 2024). Net income: JP¥4.27b (up 26% from FY 2024). Profit margin: 2.0% (up from 1.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 4.1% 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 increased by 10% per year whereas the company’s share price has increased by 13% per year.分析記事 • May 16We Like The Quality Of Marubun's (TSE:7537) EarningsShareholders appeared to be happy with Marubun Corporation's ( TSE:7537 ) solid earnings report last week. This...Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163 (up from JP¥130 in FY 2024). Revenue: JP¥210.8b (down 11% from FY 2024). Net income: JP¥4.27b (up 26% from FY 2024). Profit margin: 2.0% (up from 1.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. 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.お知らせ • May 09Marubun Corporation, Annual General Meeting, Jun 26, 2025Marubun Corporation, Annual General Meeting, Jun 26, 2025.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥863, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 52% over the past three years.お知らせ • Apr 03Marubun Corporation to Report Fiscal Year 2025 Results on May 09, 2025Marubun Corporation announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).分析記事 • Feb 11Marubun (TSE:7537) Will Pay A Dividend Of ¥27.00Marubun Corporation's ( TSE:7537 ) investors are due to receive a payment of ¥27.00 per share on 27th of June. The...New Risk • Feb 11New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 0.7% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.9% net profit margin).Reported Earnings • Feb 08Third quarter 2025 earnings released: JP¥12.15 loss per share (vs JP¥82.88 profit in 3Q 2024)Third quarter 2025 results: JP¥12.15 loss per share (down from JP¥82.88 profit in 3Q 2024). Revenue: JP¥53.4b (down 4.3% from 3Q 2024). Net loss: JP¥318.0m (down 115% from profit in 3Q 2024). Revenue is forecast to grow 3.9% 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, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.分析記事 • Jan 03Marubun (TSE:7537) Is Paying Out A Dividend Of ¥27.00Marubun Corporation's ( TSE:7537 ) investors are due to receive a payment of ¥27.00 per share on 27th of June. This...お知らせ • Jan 03Marubun Corporation to Report Q3, 2025 Results on Feb 07, 2025Marubun Corporation announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Dec 04Marubun's (TSE:7537) Dividend Will Be ¥27.00Marubun Corporation ( TSE:7537 ) has announced that it will pay a dividend of ¥27.00 per share on the 27th of June...Declared Dividend • Dec 04First half dividend of JP¥27.00 announcedDividend of JP¥27.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 07There May Be Some Bright Spots In Marubun's (TSE:7537) EarningsMarubun Corporation's ( TSE:7537 ) stock was strong despite it releasing a soft earnings report last week. Our analysis...Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥65.39 (vs JP¥56.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥65.39 (up from JP¥56.10 in 2Q 2024). Revenue: JP¥47.8b (down 25% from 2Q 2024). Net income: JP¥1.71b (up 17% from 2Q 2024). Profit margin: 3.6% (up from 2.3% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% 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, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 27Marubun Corporation to Report Q2, 2025 Results on Oct 31, 2024Marubun Corporation announced that they will report Q2, 2025 results on Oct 31, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).分析記事 • Aug 07Marubun (TSE:7537) Is Paying Out A Dividend Of ¥25.00Marubun Corporation's ( TSE:7537 ) investors are due to receive a payment of ¥25.00 per share on 4th of December. Based...Buy Or Sell Opportunity • Aug 06Now 21% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥1,020. The fair value is estimated to be JP¥845, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.分析記事 • Aug 06Marubun Corporation (TSE:7537) Stock's 30% Dive Might Signal An Opportunity But It Requires Some ScrutinyTo the annoyance of some shareholders, Marubun Corporation ( TSE:7537 ) shares are down a considerable 30% in the last...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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (77% net debt to equity). 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 (6.7% average weekly change).Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥16.40 (vs JP¥12.63 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥16.40 (up from JP¥12.63 loss in 1Q 2024). Revenue: JP¥50.8b (down 16% from 1Q 2024). Net income: JP¥429.0m (up JP¥759.0m from 1Q 2024). Profit margin: 0.8% (up from net loss in 1Q 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.6% 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 58% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 11Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Marubun Corporation to Report Q1, 2025 Results on Jul 31, 2024Marubun Corporation announced that they will report Q1, 2025 results on Jul 31, 2024Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,216, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 131% over the past three years.Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥130 (vs JP¥199 in FY 2023)Full year 2024 results: EPS: JP¥130 (down from JP¥199 in FY 2023). Revenue: JP¥236.5b (up 4.6% from FY 2023). Net income: JP¥3.40b (down 35% from FY 2023). Profit margin: 1.4% (down from 2.3% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Marubun Corporation, Annual General Meeting, Jun 26, 2024Marubun Corporation, Annual General Meeting, Jun 26, 2024.Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 18% to JP¥1,420. The fair value is estimated to be JP¥1,174, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.4% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Mar 28Marubun Corporation to Report Fiscal Year 2024 Results on May 10, 2024Marubun Corporation announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥82.88 (vs JP¥134 in 3Q 2023)Third quarter 2024 results: EPS: JP¥82.88 (down from JP¥134 in 3Q 2023). Revenue: JP¥55.8b (down 10% from 3Q 2023). Net income: JP¥2.17b (down 38% from 3Q 2023). Profit margin: 3.9% (down from 5.6% in 3Q 2023). 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 40% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 06Marubun Corporation to Report Q3, 2024 Results on Jan 31, 2024Marubun Corporation announced that they will report Q3, 2024 results on Jan 31, 2024New Risk • Nov 21New 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 5.5% 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: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change).Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥56.10 (vs JP¥31.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥56.10 (up from JP¥31.34 in 2Q 2023). Revenue: JP¥63.3b (up 15% from 2Q 2023). Net income: JP¥1.47b (up 79% from 2Q 2023). Profit margin: 2.3% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Aug 27Marubun Corporation to Report Q2, 2024 Results on Oct 31, 2023Marubun Corporation announced that they will report Q2, 2024 results on Oct 31, 2023New Risk • Aug 03New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.2% average weekly change).Reported Earnings • Aug 01First quarter 2024 earnings released: JP¥12.63 loss per share (vs JP¥13.39 loss in 1Q 2023)First quarter 2024 results: JP¥12.63 loss per share (improved from JP¥13.39 loss in 1Q 2023). Revenue: JP¥60.4b (up 31% from 1Q 2023). Net loss: JP¥330.0m (loss narrowed 5.7% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Marubun Corporation to Report Q1, 2024 Results on Jul 31, 2023Marubun Corporation announced that they will report Q1, 2024 results on Jul 31, 2023お知らせ • May 19+ 2 more updatesMarubun Corporation Provides Year End Dividend Guidance for the Year Ending March 31, 2024Marubun Corporation provided year end dividend guidance for the year ending March 31, 2024. The company expects to pay year end dividend of JPY 25.00 per share for the year ending March 31, 2024 compared to JPY 60.00 per share paid a year ago.お知らせ • May 17Marubun Corporation, Annual General Meeting, Jun 28, 2023Marubun Corporation, Annual General Meeting, Jun 28, 2023.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥199 (vs JP¥93.25 in FY 2022)Full year 2023 results: EPS: JP¥199 (up from JP¥93.25 in FY 2022). Revenue: JP¥226.2b (up 35% from FY 2022). Net income: JP¥5.20b (up 113% from FY 2022). Profit margin: 2.3% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥47.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Feb 10+ 1 more updateMarubun Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Marubun Corporation provided earnings guidance for the fiscal year ending March 31, 2023. For the year ending, the company expects net sales of JPY 220,000 million, operating income of JPY 10,000 million, profit attributable to owners of parent of JPY 4,350 million and earnings per share (Basic) of JPY 166.44.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,208, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 113% over the past three years.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥134 (vs JP¥17.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥134 (up from JP¥17.98 in 3Q 2022). Revenue: JP¥62.2b (up 54% from 3Q 2022). Net income: JP¥3.49b (up JP¥3.02b from 3Q 2022). Profit margin: 5.6% (up from 1.2% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28Marubun Corporation to Report Q3, 2023 Results on Jan 31, 2023Marubun Corporation announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Koji Kakinuma was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥31.34 (vs JP¥26.75 in 2Q 2022)Second quarter 2023 results: EPS: JP¥31.34 (up from JP¥26.75 in 2Q 2022). Revenue: JP¥54.9b (up 27% from 2Q 2022). Net income: JP¥819.0m (up 17% from 2Q 2022). Profit margin: 1.5% (down from 1.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 23Marubun Corporation to Report Q2, 2023 Results on Oct 31, 2022Marubun Corporation announced that they will report Q2, 2023 results on Oct 31, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 5.4%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Reported Earnings • Jul 31First quarter 2023 earnings released: JP¥13.39 loss per share (vs JP¥21.31 profit in 1Q 2022)First quarter 2023 results: JP¥13.39 loss per share (down from JP¥21.31 profit in 1Q 2022). Revenue: JP¥46.2b (up 24% from 1Q 2022). Net loss: JP¥350.0m (down 163% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.お知らせ • Jun 29Marubun Corporation to Report Q1, 2023 Results on Jul 29, 2022Marubun Corporation announced that they will report Q1, 2023 results on Jul 29, 2022Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥93.25 (vs JP¥81.62 loss in FY 2021)Full year 2022 results: EPS: JP¥93.25 (up from JP¥81.62 loss in FY 2021). Revenue: JP¥167.8b (down 42% from FY 2021). Net income: JP¥2.44b (up JP¥4.57b from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥766, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 57% over the past three years.お知らせ • May 18Marubun Corporation, Annual General Meeting, Jun 28, 2022Marubun Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Koji Kakinuma was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Marubun Corporation to Report Fiscal Year 2022 Results on May 13, 2022Marubun Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 5.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.98 (up from JP¥75.84 loss in 3Q 2021). Revenue: JP¥40.3b (down 49% from 3Q 2021). Net income: JP¥470.0m (up JP¥2.45b from 3Q 2021). Profit margin: 1.2% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • Dec 03Marubun Corporation and Ossia Inc. Combine Forces to Develop Wireless Power Sensor Receiver for Broad ApplicationsOssia Inc. and Marubun Corporation jointly announced that they will leverage Ossia's patented wireless-power-over-air technology to create IoT sensor receivers that can be used to automatically power many kinds of devices, from inventory trackers and headsets to digital signage and wearables. The Cota-enabled IoT sensors will be able to receive power at a distance, without the need for line-of-sight, and will have communication capabilities. To start, the Cota Power Receiver for IoT will be built on Ossia's 2.4GHz wireless power system, with the 5.8GHz system to follow. Once embedded into the end devices, the wirelessly powered sensors can be managed remotely through the cloud-based Cota IoT Platform. This sensor, using the Cota technology and Marubun's product development, will be the first of its kind to be designed and integrated into many types of IoT devices, without the need for a retrofit stage. With any new technology, retrofitting is a common bridge between a currently marketed product and a new product with the technology built in. But retrofits, such as adapters and power sleeves, can be costly, cumbersome, and take extra time to build and distribute. The Cota Power Receiver for IoT was developed to help bypass these obstacles. Cota enables devices to receive power without user intervention, charging pads, plugging in, or batteries. It can deliver power at a distance to multiple devices simultaneously, while supporting a high level of quantity and frequency of updates, such as might be required with a digital display. It can also safely deliver power while the device is in motion. The Cota Power Receiver for IoT is designed to be: Cost effective. Easy to use; Easy to integrate; Easy to customize through Marubun.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥26.75 (vs JP¥9.41 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥43.2b (down 42% from 2Q 2021). Net income: JP¥699.0m (up 184% from 2Q 2021). Profit margin: 1.6% (up from 0.3% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 5.1%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥21.31 (vs JP¥11.86 loss in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥37.3b (down 40% from 1Q 2021). Net income: JP¥557.0m (up JP¥867.0m from 1Q 2021). Profit margin: 1.5% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.Reported Earnings • May 17Full year 2021 earnings released: JP¥81.62 loss per share (vs JP¥2.87 loss in FY 2020)The company reported a poor full year result with increased losses and weaker control over costs, although revenues were flat. Full year 2021 results: Revenue: JP¥289.3b (flat on FY 2020). Net loss: JP¥2.13b (loss widened JP¥2.06b from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥74.02 loss per share (vs JP¥2.95 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: JP¥79.0b (up 8.7% from 3Q 2020). Net loss: JP¥1.98b (loss widened JP¥1.91b from 3Q 2020). 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 • Feb 08New 90-day high: JP¥565The company is up 18% from its price of JP¥480 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.Is New 90 Day High Low • Jan 15New 90-day high: JP¥540The company is up 5.0% from its price of JP¥515 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.Is New 90 Day High Low • Dec 10New 90-day high: JP¥536The company is up 8.0% from its price of JP¥495 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 18% over the same period.お知らせ • Aug 30Marubun Corporation to Report Q2, 2021 Results on Oct 30, 2020Marubun Corporation announced that they will report Q2, 2021 results on Oct 30, 2020株主還元7537JP ElectronicJP 市場7D4.4%2.2%-1.0%1Y31.3%64.6%37.2%株主還元を見る業界別リターン: 7537過去 1 年間で64.6 % の収益を上げたJP Electronic業界を下回りました。リターン対市場: 7537は、過去 1 年間で37.2 % のリターンを上げたJP市場を下回りました。価格変動Is 7537's price volatile compared to industry and market?7537 volatility7537 Average Weekly Movement4.7%Electronic Industry Average Movement6.4%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.4%安定した株価: 7537 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7537の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18441,179Hiroshi Horikoshiwww.marubun.co.jp丸文株式会社はエレクトロニクス製品を日本および海外で販売している。アンプ、クロック、有線・無線インターフェース、アイソレーション製品、マイコンプロセッサ、モータドライバ、電源、RF・マイクロ波、センサ、ASIC/FPGA/PLD、メモリ、ディスプレイ、ASSP、ディスクリート製品、保護素子、受動部品、コネクタスイッチ、マイコン、アナログ・メモリIC、ワイヤレスソリューション、回路保護、電力制御部品などの半導体・電子部品を提供している。また、クラウド、エンタープライズソフトウェア、組込みソフトウェア、セキュリティ、OS/開発ツールなどのソフトウェア製品、計測機器、テスタモニタ、ディスプレイ/DLPなどの計測機器、検査・分析装置などの検査・分析機器、ネットワーク・ストレージ、シミュレータテスター、サーバー、サービス、セキュリティなどのICTソリューション、組立・実装装置、産業用ロボット、サービスロボットなどの組立・ロボティクスも提供している。また、半導体レーザー、LED・ライトランプなどのレーザー・光学部品、CPUボード、組込みシステムなどの組込みコンピュータ製品、IP・ライセンス、組込みモジュール、ドライビングシミュレーター、ソーラー・太陽光発電システムなどのその他デバイスを提供している。さらに、医療機器、開発ソーシング、セミナー、検査、保守サービスも提供している。丸文は1844年に設立され、東京に本社を置いている。もっと見るMarubun Corporation 基礎のまとめMarubun の収益と売上を時価総額と比較するとどうか。7537 基礎統計学時価総額JP¥31.31b収益（TTM）JP¥2.90b売上高(TTM)JP¥211.71b11.0xPER（株価収益率0.2xP/Sレシオ7537 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7537 損益計算書（TTM）収益JP¥211.71b売上原価JP¥187.80b売上総利益JP¥23.90bその他の費用JP¥21.00b収益JP¥2.90b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）110.62グロス・マージン11.29%純利益率1.37%有利子負債／自己資本比率82.7%7537 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.1%現在の配当利回り60%配当性向7537 配当は確実ですか？7537 配当履歴とベンチマークを見る7537 、いつまでに購入すれば配当金を受け取れますか？Marubun 配当日配当落ち日Mar 30 2026配当支払日Jun 29 2026配当落ちまでの日数38 days配当支払日までの日数53 days7537 配当は確実ですか？7537 配当履歴とベンチマークを見るView Valuation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2026/05/07 11:45終値2026/05/07 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Marubun Corporation 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。1 アナリスト機関Mitsuhiro OsawaIchiyoshi Research Institute Inc.
Reported Earnings • Jan 31Third quarter 2026 earnings released: JP¥18.86 loss per share (vs JP¥12.16 loss in 3Q 2025)Third quarter 2026 results: JP¥18.86 loss per share (further deteriorated from JP¥12.16 loss in 3Q 2025). Revenue: JP¥50.1b (down 6.1% from 3Q 2025). Net loss: JP¥494.0m (loss widened 55% from 3Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Dec 27Marubun Corporation to Report Q3, 2026 Results on Jan 30, 2026Marubun Corporation announced that they will report Q3, 2026 results on Jan 30, 2026
Declared Dividend • Dec 03First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (7% 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 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 16Marubun's (TSE:7537) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Marubun Corporation ( TSE:7537 ). While the headline...
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥13.75 (vs JP¥65.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.75 (down from JP¥65.39 in 2Q 2025). Revenue: JP¥52.8b (up 11% from 2Q 2025). Net income: JP¥360.0m (down 79% from 2Q 2025). Profit margin: 0.7% (down from 3.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% 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 fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Board Change • Oct 15Less 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 Director Katsuma Yagi was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 31Third quarter 2026 earnings released: JP¥18.86 loss per share (vs JP¥12.16 loss in 3Q 2025)Third quarter 2026 results: JP¥18.86 loss per share (further deteriorated from JP¥12.16 loss in 3Q 2025). Revenue: JP¥50.1b (down 6.1% from 3Q 2025). Net loss: JP¥494.0m (loss widened 55% from 3Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Dec 27Marubun Corporation to Report Q3, 2026 Results on Jan 30, 2026Marubun Corporation announced that they will report Q3, 2026 results on Jan 30, 2026
Declared Dividend • Dec 03First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (7% 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 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 16Marubun's (TSE:7537) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Marubun Corporation ( TSE:7537 ). While the headline...
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥13.75 (vs JP¥65.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.75 (down from JP¥65.39 in 2Q 2025). Revenue: JP¥52.8b (up 11% from 2Q 2025). Net income: JP¥360.0m (down 79% from 2Q 2025). Profit margin: 0.7% (down from 3.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% 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 fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Board Change • Oct 15Less 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 Director Katsuma Yagi was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
お知らせ • Sep 09Marubun Corporation to Report Q2, 2026 Results on Nov 04, 2025Marubun Corporation announced that they will report Q2, 2026 results on Nov 04, 2025
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥23.88 (vs JP¥16.43 in 1Q 2025)First quarter 2026 results: EPS: JP¥23.88 (up from JP¥16.43 in 1Q 2025). Revenue: JP¥49.9b (down 1.8% from 1Q 2025). Net income: JP¥625.0m (up 46% from 1Q 2025). Profit margin: 1.3% (up from 0.8% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% 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 increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (8% 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 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 02Marubun Corporation to Report Q1, 2026 Results on Aug 01, 2025Marubun Corporation announced that they will report Q1, 2026 results on Aug 01, 2025
Reported Earnings • Jul 01Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163 (up from JP¥130 in FY 2024). Revenue: JP¥210.8b (down 11% from FY 2024). Net income: JP¥4.27b (up 26% from FY 2024). Profit margin: 2.0% (up from 1.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 4.1% 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 increased by 10% per year whereas the company’s share price has increased by 13% per year.
分析記事 • May 16We Like The Quality Of Marubun's (TSE:7537) EarningsShareholders appeared to be happy with Marubun Corporation's ( TSE:7537 ) solid earnings report last week. This...
Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163 (up from JP¥130 in FY 2024). Revenue: JP¥210.8b (down 11% from FY 2024). Net income: JP¥4.27b (up 26% from FY 2024). Profit margin: 2.0% (up from 1.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. 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.
お知らせ • May 09Marubun Corporation, Annual General Meeting, Jun 26, 2025Marubun Corporation, Annual General Meeting, Jun 26, 2025.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥863, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 52% over the past three years.
お知らせ • Apr 03Marubun Corporation to Report Fiscal Year 2025 Results on May 09, 2025Marubun Corporation announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
分析記事 • Feb 11Marubun (TSE:7537) Will Pay A Dividend Of ¥27.00Marubun Corporation's ( TSE:7537 ) investors are due to receive a payment of ¥27.00 per share on 27th of June. The...
New Risk • Feb 11New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 0.7% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.9% net profit margin).
Reported Earnings • Feb 08Third quarter 2025 earnings released: JP¥12.15 loss per share (vs JP¥82.88 profit in 3Q 2024)Third quarter 2025 results: JP¥12.15 loss per share (down from JP¥82.88 profit in 3Q 2024). Revenue: JP¥53.4b (down 4.3% from 3Q 2024). Net loss: JP¥318.0m (down 115% from profit in 3Q 2024). Revenue is forecast to grow 3.9% 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, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.
分析記事 • Jan 03Marubun (TSE:7537) Is Paying Out A Dividend Of ¥27.00Marubun Corporation's ( TSE:7537 ) investors are due to receive a payment of ¥27.00 per share on 27th of June. This...
お知らせ • Jan 03Marubun Corporation to Report Q3, 2025 Results on Feb 07, 2025Marubun Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Dec 04Marubun's (TSE:7537) Dividend Will Be ¥27.00Marubun Corporation ( TSE:7537 ) has announced that it will pay a dividend of ¥27.00 per share on the 27th of June...
Declared Dividend • Dec 04First half dividend of JP¥27.00 announcedDividend of JP¥27.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 07There May Be Some Bright Spots In Marubun's (TSE:7537) EarningsMarubun Corporation's ( TSE:7537 ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥65.39 (vs JP¥56.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥65.39 (up from JP¥56.10 in 2Q 2024). Revenue: JP¥47.8b (down 25% from 2Q 2024). Net income: JP¥1.71b (up 17% from 2Q 2024). Profit margin: 3.6% (up from 2.3% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% 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, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 27Marubun Corporation to Report Q2, 2025 Results on Oct 31, 2024Marubun Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
分析記事 • Aug 07Marubun (TSE:7537) Is Paying Out A Dividend Of ¥25.00Marubun Corporation's ( TSE:7537 ) investors are due to receive a payment of ¥25.00 per share on 4th of December. Based...
Buy Or Sell Opportunity • Aug 06Now 21% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥1,020. The fair value is estimated to be JP¥845, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.
分析記事 • Aug 06Marubun Corporation (TSE:7537) Stock's 30% Dive Might Signal An Opportunity But It Requires Some ScrutinyTo the annoyance of some shareholders, Marubun Corporation ( TSE:7537 ) shares are down a considerable 30% in the last...
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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (77% net debt to equity). 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 (6.7% average weekly change).
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥16.40 (vs JP¥12.63 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥16.40 (up from JP¥12.63 loss in 1Q 2024). Revenue: JP¥50.8b (down 16% from 1Q 2024). Net income: JP¥429.0m (up JP¥759.0m from 1Q 2024). Profit margin: 0.8% (up from net loss in 1Q 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.6% 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 58% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 11Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Marubun Corporation to Report Q1, 2025 Results on Jul 31, 2024Marubun Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,216, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 131% over the past three years.
Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥130 (vs JP¥199 in FY 2023)Full year 2024 results: EPS: JP¥130 (down from JP¥199 in FY 2023). Revenue: JP¥236.5b (up 4.6% from FY 2023). Net income: JP¥3.40b (down 35% from FY 2023). Profit margin: 1.4% (down from 2.3% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Marubun Corporation, Annual General Meeting, Jun 26, 2024Marubun Corporation, Annual General Meeting, Jun 26, 2024.
Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 18% to JP¥1,420. The fair value is estimated to be JP¥1,174, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.4% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Mar 28Marubun Corporation to Report Fiscal Year 2024 Results on May 10, 2024Marubun Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥82.88 (vs JP¥134 in 3Q 2023)Third quarter 2024 results: EPS: JP¥82.88 (down from JP¥134 in 3Q 2023). Revenue: JP¥55.8b (down 10% from 3Q 2023). Net income: JP¥2.17b (down 38% from 3Q 2023). Profit margin: 3.9% (down from 5.6% in 3Q 2023). 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 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 06Marubun Corporation to Report Q3, 2024 Results on Jan 31, 2024Marubun Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
New Risk • Nov 21New 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 5.5% 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: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change).
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥56.10 (vs JP¥31.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥56.10 (up from JP¥31.34 in 2Q 2023). Revenue: JP¥63.3b (up 15% from 2Q 2023). Net income: JP¥1.47b (up 79% from 2Q 2023). Profit margin: 2.3% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Aug 27Marubun Corporation to Report Q2, 2024 Results on Oct 31, 2023Marubun Corporation announced that they will report Q2, 2024 results on Oct 31, 2023
New Risk • Aug 03New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.2% average weekly change).
Reported Earnings • Aug 01First quarter 2024 earnings released: JP¥12.63 loss per share (vs JP¥13.39 loss in 1Q 2023)First quarter 2024 results: JP¥12.63 loss per share (improved from JP¥13.39 loss in 1Q 2023). Revenue: JP¥60.4b (up 31% from 1Q 2023). Net loss: JP¥330.0m (loss narrowed 5.7% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Marubun Corporation to Report Q1, 2024 Results on Jul 31, 2023Marubun Corporation announced that they will report Q1, 2024 results on Jul 31, 2023
お知らせ • May 19+ 2 more updatesMarubun Corporation Provides Year End Dividend Guidance for the Year Ending March 31, 2024Marubun Corporation provided year end dividend guidance for the year ending March 31, 2024. The company expects to pay year end dividend of JPY 25.00 per share for the year ending March 31, 2024 compared to JPY 60.00 per share paid a year ago.
お知らせ • May 17Marubun Corporation, Annual General Meeting, Jun 28, 2023Marubun Corporation, Annual General Meeting, Jun 28, 2023.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥199 (vs JP¥93.25 in FY 2022)Full year 2023 results: EPS: JP¥199 (up from JP¥93.25 in FY 2022). Revenue: JP¥226.2b (up 35% from FY 2022). Net income: JP¥5.20b (up 113% from FY 2022). Profit margin: 2.3% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥47.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Feb 10+ 1 more updateMarubun Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Marubun Corporation provided earnings guidance for the fiscal year ending March 31, 2023. For the year ending, the company expects net sales of JPY 220,000 million, operating income of JPY 10,000 million, profit attributable to owners of parent of JPY 4,350 million and earnings per share (Basic) of JPY 166.44.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,208, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 113% over the past three years.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥134 (vs JP¥17.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥134 (up from JP¥17.98 in 3Q 2022). Revenue: JP¥62.2b (up 54% from 3Q 2022). Net income: JP¥3.49b (up JP¥3.02b from 3Q 2022). Profit margin: 5.6% (up from 1.2% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28Marubun Corporation to Report Q3, 2023 Results on Jan 31, 2023Marubun Corporation announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Koji Kakinuma was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥31.34 (vs JP¥26.75 in 2Q 2022)Second quarter 2023 results: EPS: JP¥31.34 (up from JP¥26.75 in 2Q 2022). Revenue: JP¥54.9b (up 27% from 2Q 2022). Net income: JP¥819.0m (up 17% from 2Q 2022). Profit margin: 1.5% (down from 1.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 23Marubun Corporation to Report Q2, 2023 Results on Oct 31, 2022Marubun Corporation announced that they will report Q2, 2023 results on Oct 31, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 5.4%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Jul 31First quarter 2023 earnings released: JP¥13.39 loss per share (vs JP¥21.31 profit in 1Q 2022)First quarter 2023 results: JP¥13.39 loss per share (down from JP¥21.31 profit in 1Q 2022). Revenue: JP¥46.2b (up 24% from 1Q 2022). Net loss: JP¥350.0m (down 163% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Jun 29Marubun Corporation to Report Q1, 2023 Results on Jul 29, 2022Marubun Corporation announced that they will report Q1, 2023 results on Jul 29, 2022
Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥93.25 (vs JP¥81.62 loss in FY 2021)Full year 2022 results: EPS: JP¥93.25 (up from JP¥81.62 loss in FY 2021). Revenue: JP¥167.8b (down 42% from FY 2021). Net income: JP¥2.44b (up JP¥4.57b from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥766, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 57% over the past three years.
お知らせ • May 18Marubun Corporation, Annual General Meeting, Jun 28, 2022Marubun Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Koji Kakinuma was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Marubun Corporation to Report Fiscal Year 2022 Results on May 13, 2022Marubun Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 5.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.98 (up from JP¥75.84 loss in 3Q 2021). Revenue: JP¥40.3b (down 49% from 3Q 2021). Net income: JP¥470.0m (up JP¥2.45b from 3Q 2021). Profit margin: 1.2% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 03Marubun Corporation and Ossia Inc. Combine Forces to Develop Wireless Power Sensor Receiver for Broad ApplicationsOssia Inc. and Marubun Corporation jointly announced that they will leverage Ossia's patented wireless-power-over-air technology to create IoT sensor receivers that can be used to automatically power many kinds of devices, from inventory trackers and headsets to digital signage and wearables. The Cota-enabled IoT sensors will be able to receive power at a distance, without the need for line-of-sight, and will have communication capabilities. To start, the Cota Power Receiver for IoT will be built on Ossia's 2.4GHz wireless power system, with the 5.8GHz system to follow. Once embedded into the end devices, the wirelessly powered sensors can be managed remotely through the cloud-based Cota IoT Platform. This sensor, using the Cota technology and Marubun's product development, will be the first of its kind to be designed and integrated into many types of IoT devices, without the need for a retrofit stage. With any new technology, retrofitting is a common bridge between a currently marketed product and a new product with the technology built in. But retrofits, such as adapters and power sleeves, can be costly, cumbersome, and take extra time to build and distribute. The Cota Power Receiver for IoT was developed to help bypass these obstacles. Cota enables devices to receive power without user intervention, charging pads, plugging in, or batteries. It can deliver power at a distance to multiple devices simultaneously, while supporting a high level of quantity and frequency of updates, such as might be required with a digital display. It can also safely deliver power while the device is in motion. The Cota Power Receiver for IoT is designed to be: Cost effective. Easy to use; Easy to integrate; Easy to customize through Marubun.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥26.75 (vs JP¥9.41 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥43.2b (down 42% from 2Q 2021). Net income: JP¥699.0m (up 184% from 2Q 2021). Profit margin: 1.6% (up from 0.3% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 5.1%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥21.31 (vs JP¥11.86 loss in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥37.3b (down 40% from 1Q 2021). Net income: JP¥557.0m (up JP¥867.0m from 1Q 2021). Profit margin: 1.5% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 17Full year 2021 earnings released: JP¥81.62 loss per share (vs JP¥2.87 loss in FY 2020)The company reported a poor full year result with increased losses and weaker control over costs, although revenues were flat. Full year 2021 results: Revenue: JP¥289.3b (flat on FY 2020). Net loss: JP¥2.13b (loss widened JP¥2.06b from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥74.02 loss per share (vs JP¥2.95 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: JP¥79.0b (up 8.7% from 3Q 2020). Net loss: JP¥1.98b (loss widened JP¥1.91b from 3Q 2020). 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 • Feb 08New 90-day high: JP¥565The company is up 18% from its price of JP¥480 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.
Is New 90 Day High Low • Jan 15New 90-day high: JP¥540The company is up 5.0% from its price of JP¥515 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.
Is New 90 Day High Low • Dec 10New 90-day high: JP¥536The company is up 8.0% from its price of JP¥495 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 18% over the same period.
お知らせ • Aug 30Marubun Corporation to Report Q2, 2021 Results on Oct 30, 2020Marubun Corporation announced that they will report Q2, 2021 results on Oct 30, 2020
