View ValuationNagano Keiki 将来の成長Future 基準チェック /36Nagano Keikiは、13.1%と7.4%でそれぞれ年率13.1%で利益と収益が成長すると予測される一方、EPSはgrowで13.9%年率。主要情報13.1%収益成長率13.94%EPS成長率Electronic 収益成長11.8%収益成長率7.4%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16 Feb 2026今後の成長に関する最新情報Major Estimate Revision • May 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥73.4b to JP¥67.0b. EPS estimate also fell from JP¥309 per share to JP¥272 per share. Net income forecast to shrink 14% next year vs 10% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥5,000 to JP¥4,400. Share price was steady at JP¥1,832 over the past week.分析記事 • Feb 14Nagano Keiki Co., Ltd. Just Missed Revenue By 16%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Nagano Keiki Co., Ltd. ( TSE:7715 ) filed its third-quarter result this time last...すべての更新を表示Recent updates分析記事 • May 21Why Nagano Keiki's (TSE:7715) Shaky Earnings Are Just The Beginning Of Its ProblemsLast week's earnings announcement from Nagano Keiki Co., Ltd. ( TSE:7715 ) was disappointing to investors, with a...Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥286 (down from JP¥317 in FY 2025). Revenue: JP¥67.7b (down 2.7% from FY 2025). Net income: JP¥5.40b (down 11% from FY 2025). Profit margin: 8.0% (down from 8.7% in FY 2025). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Nagano Keiki Co., Ltd., Annual General Meeting, Jun 26, 2026Nagano Keiki Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Nagano Keiki Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Nagano Keiki Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥60.58 (vs JP¥72.92 in 3Q 2025)Third quarter 2026 results: EPS: JP¥60.58 (down from JP¥72.92 in 3Q 2025). Revenue: JP¥17.1b (up 14% from 3Q 2025). Net income: JP¥1.14b (down 18% from 3Q 2025). Profit margin: 6.7% (down from 9.3% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% 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 increased by 15% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 26Nagano Keiki Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Nagano Keiki Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Declared Dividend • Dec 02First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 19Why Nagano Keiki's (TSE:7715) Shaky Earnings Are Just The Beginning Of Its ProblemsNagano Keiki Co., Ltd.'s ( TSE:7715 ) recent weak earnings report didn't cause a big stock movement. We think that...Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥62.54 (vs JP¥78.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥62.54 (down from JP¥78.99 in 2Q 2025). Revenue: JP¥16.5b (down 12% from 2Q 2025). Net income: JP¥1.20b (down 21% from 2Q 2025). Profit margin: 7.2% (down from 8.1% in 2Q 2025). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. 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 27% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).お知らせ • Sep 17Nagano Keiki Co., Ltd. to Report Q2, 2026 Results on Nov 12, 2025Nagano Keiki Co., Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025お知らせ • Aug 28Nagano Keiki Co., Ltd. has filed a Follow-on Equity Offering.Nagano Keiki Co., Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,708,700お知らせ • Aug 26Nagano Keiki Co., Ltd. (TSE:7715) announces an Equity Buyback for 600,000 shares, representing 3.14% for ¥1,200 million.Nagano Keiki Co., Ltd. (TSE:7715) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 3.1% for ¥12,00 million. The shares will be repurchased at a price of ¥2,000 per share. The purpose is to enhance shareholder returns and improve capital efficiency, and to mitigate the impact on the supply and demand of the company's shares resulting from the public offering of common shares resolved by the board of directors on the same date. The program is valid till January 30, 2026. As of August 26, 2025, the company has 19,103,035 shares (excluding treasury stock) issued and 329,949 shares in treasury.Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: JP¥54.81 (vs JP¥77.50 in 1Q 2025)First quarter 2026 results: EPS: JP¥54.81 (down from JP¥77.50 in 1Q 2025). Revenue: JP¥15.9b (down 11% from 1Q 2025). Net income: JP¥1.05b (down 29% from 1Q 2025). Profit margin: 6.6% (down from 8.3% in 1Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 09Nagano Keiki Co., Ltd. to Report Q1, 2026 Results on Aug 12, 2025Nagano Keiki Co., Ltd. announced that they will report Q1, 2026 results on Aug 12, 2025Declared Dividend • Jul 09Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • May 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥73.4b to JP¥67.0b. EPS estimate also fell from JP¥309 per share to JP¥272 per share. Net income forecast to shrink 14% next year vs 10% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥5,000 to JP¥4,400. Share price was steady at JP¥1,832 over the past week.分析記事 • May 19There May Be Underlying Issues With The Quality Of Nagano Keiki's (TSE:7715) EarningsLast week's profit announcement from Nagano Keiki Co., Ltd. ( TSE:7715 ) was underwhelming for investors, despite...Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥317 (up from JP¥284 in FY 2024). Revenue: JP¥69.5b (up 2.4% from FY 2024). Net income: JP¥6.05b (up 12% from FY 2024). Profit margin: 8.7% (up from 8.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 9.1%. Revenue is forecast to grow 7.0% 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 32% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Nagano Keiki Co., Ltd., Annual General Meeting, Jun 27, 2025Nagano Keiki Co., Ltd., Annual General Meeting, Jun 27, 2025.分析記事 • Apr 15The Return Trends At Nagano Keiki (TSE:7715) Look PromisingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...New Risk • Apr 07New 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,561, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 48% over the past three years.分析記事 • Mar 25Nagano Keiki (TSE:7715) Will Pay A Dividend Of ¥24.00The board of Nagano Keiki Co., Ltd. ( TSE:7715 ) has announced that it will pay a dividend of ¥24.00 per share on the...Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Mar 04Nagano Keiki Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Nagano Keiki Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025分析記事 • Feb 14Nagano Keiki Co., Ltd. Just Missed Revenue By 16%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Nagano Keiki Co., Ltd. ( TSE:7715 ) filed its third-quarter result this time last...Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥72.92 (vs JP¥72.40 in 3Q 2024)Third quarter 2025 results: EPS: JP¥72.92 (up from JP¥72.40 in 3Q 2024). Revenue: JP¥15.0b (down 17% from 3Q 2024). Net income: JP¥1.39b (flat on 3Q 2024). Profit margin: 9.3% (up from 7.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.4% 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 35% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08Nagano Keiki Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Nagano Keiki Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025Declared Dividend • Nov 30First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Sep 27Nagano Keiki (TSE:7715) Will Pay A Dividend Of ¥22.00Nagano Keiki Co., Ltd. ( TSE:7715 ) will pay a dividend of ¥22.00 on the 29th of November. This will take the dividend...お知らせ • Sep 26Nagano Keiki Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Nagano Keiki Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥76.01 (vs JP¥68.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥76.01 (up from JP¥68.01 in 1Q 2024). Revenue: JP¥16.9b (up 3.9% from 1Q 2024). Net income: JP¥1.45b (up 12% from 1Q 2024). Profit margin: 8.6% (up from 8.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% 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, earnings per share has increased by 43% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥2,058, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 108% over the past three years.分析記事 • Aug 04Nagano Keiki Co., Ltd. (TSE:7715) Might Not Be As Mispriced As It Looks After Plunging 27%The Nagano Keiki Co., Ltd. ( TSE:7715 ) share price has softened a substantial 27% over the previous 30 days, handing...分析記事 • Jul 26Nagano Keiki (TSE:7715) Has Announced A Dividend Of ¥22.00Nagano Keiki Co., Ltd. ( TSE:7715 ) will pay a dividend of ¥22.00 on the 29th of November. This makes the dividend...分析記事 • Jul 12Nagano Keiki (TSE:7715) Has Announced A Dividend Of ¥22.00Nagano Keiki Co., Ltd. ( TSE:7715 ) has announced that it will pay a dividend of ¥22.00 per share on the 29th of...Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 29th November 2024 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 10Nagano Keiki Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Nagano Keiki Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,450, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 248% over the past three years.分析記事 • May 21Nagano Keiki Co., Ltd.'s (TSE:7715) Price Is Right But Growth Is Lacking After Shares Rocket 28%The Nagano Keiki Co., Ltd. ( TSE:7715 ) share price has done very well over the last month, posting an excellent gain...Reported Earnings • May 12Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥284 (up from JP¥179 in FY 2023). Revenue: JP¥67.9b (up 12% from FY 2023). Net income: JP¥5.41b (up 59% from FY 2023). Profit margin: 8.0% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 3.0% 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 increased by 48% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Nagano Keiki Co., Ltd., Annual General Meeting, Jun 26, 2024Nagano Keiki Co., Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • Apr 05Nagano Keiki Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Nagano Keiki Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).分析記事 • Mar 13We Like These Underlying Return On Capital Trends At Nagano Keiki (TSE:7715)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Feb 26Nagano Keiki (TSE:7715) Will Pay A Larger Dividend Than Last Year At ¥22.00Nagano Keiki Co., Ltd. ( TSE:7715 ) will increase its dividend from last year's comparable payment on the 1st of July...Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥72.39 (vs JP¥47.11 in 3Q 2023)Third quarter 2024 results: EPS: JP¥72.39 (up from JP¥47.11 in 3Q 2023). Revenue: JP¥18.0b (up 7.9% from 3Q 2023). Net income: JP¥1.38b (up 54% from 3Q 2023). Profit margin: 7.7% (up from 5.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% 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 increased by 48% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 19Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥2,071. The fair value is estimated to be JP¥1,721, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 4.0% in the next 2 years.お知らせ • Dec 14Nagano Keiki Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Nagano Keiki Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥69.93 (vs JP¥38.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥69.93 (up from JP¥38.71 in 2Q 2023). Revenue: JP¥18.1b (up 13% from 2Q 2023). Net income: JP¥1.33b (up 81% from 2Q 2023). Profit margin: 7.4% (up from 4.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Board Change • Oct 14Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). President, CEO & Director Masatsugu Sato is the most experienced director on the board, commencing their role in 2012. Independent Outside Director Yoshiyuki Terashima was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.New Risk • Oct 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,246, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 180% over the past three years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥18.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).お知らせ • Aug 30Nagano Keiki Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Nagano Keiki Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥68.01 (vs JP¥25.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥68.01 (up from JP¥25.95 in 1Q 2023). Revenue: JP¥16.3b (up 19% from 1Q 2023). Net income: JP¥1.30b (up 162% from 1Q 2023). Profit margin: 8.0% (up from 3.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 38% per year.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,379, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 186% over the past three years.New Risk • Jul 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Dividend is not well covered by cash flows (221% cash payout ratio).お知らせ • Jun 23Nagano Keiki Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Nagano Keiki Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥179 (up from JP¥132 in FY 2022). Revenue: JP¥60.5b (up 10% from FY 2022). Net income: JP¥3.41b (up 36% from FY 2022). Profit margin: 5.6% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,618, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 82% over the past three years.お知らせ • May 14Nagano Keiki Co., Ltd., Annual General Meeting, Jun 29, 2023Nagano Keiki Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 7.9% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥47.10 (vs JP¥29.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥47.10 (up from JP¥29.26 in 3Q 2022). Revenue: JP¥16.7b (up 21% from 3Q 2022). Net income: JP¥897.0m (up 61% from 3Q 2022). Profit margin: 5.4% (up from 4.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% 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 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 11Nagano Keiki Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Nagano Keiki Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥38.71 (vs JP¥34.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.71 (up from JP¥34.20 in 2Q 2022). Revenue: JP¥16.1b (up 18% from 2Q 2022). Net income: JP¥737.0m (up 13% from 2Q 2022). Profit margin: 4.6% (down from 4.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% 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 33% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Outside Director Yoshiyuki Terashima was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥38.71 (vs JP¥34.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.71 (up from JP¥34.20 in 2Q 2022). Revenue: JP¥16.1b (up 18% from 2Q 2022). Net income: JP¥737.0m (up 13% from 2Q 2022). Profit margin: 4.6% (down from 4.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% 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 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Sep 07Nagano Keiki Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Nagano Keiki Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥25.95 (vs JP¥28.15 in 1Q 2022)First quarter 2023 results: EPS: JP¥25.95 (down from JP¥28.15 in 1Q 2022). Revenue: JP¥13.7b (up 6.6% from 1Q 2022). Net income: JP¥494.0m (down 7.8% from 1Q 2022). Profit margin: 3.6% (down from 4.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.6%, compared to a 9.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 07Nagano Keiki Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Nagano Keiki Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥132 (up from JP¥44.98 in FY 2021). Revenue: JP¥55.0b (up 23% from FY 2021). Net income: JP¥2.51b (up 191% from FY 2021). Profit margin: 4.6% (up from 1.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 4.6%, compared to a 8.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.お知らせ • May 15Nagano Keiki Co., Ltd., Annual General Meeting, Jun 29, 2022Nagano Keiki Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. 2 independent directors (9 non-independent directors). Independent Outside Director Yoshiyuki Terashima was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Nagano Keiki Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nagano Keiki Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 20Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥29.26 (up from JP¥24.73 in 3Q 2021). Revenue: JP¥13.9b (up 24% from 3Q 2021). Net income: JP¥557.0m (up 17% from 3Q 2021). Profit margin: 4.0% (down from 4.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 21%. Over the next year, revenue is forecast to grow 8.3%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 27% share price gain to JP¥1,819, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 108% over the past three years.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥34.20 (vs JP¥3.53 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥13.7b (up 31% from 2Q 2021). Net income: JP¥651.0m (up JP¥719.0m from 2Q 2021). Profit margin: 4.8% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,355, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 46% over the past three years.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,321, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 23% over the past three years.Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥28.15 (vs JP¥4.73 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥12.8b (up 15% from 1Q 2021). Net income: JP¥536.0m (up 489% from 1Q 2021). Profit margin: 4.2% (up from 0.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥44.98 (vs JP¥82.17 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥44.8b (down 8.7% from FY 2020). Net income: JP¥865.0m (down 46% from FY 2020). Profit margin: 1.9% (down from 3.2% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 39% 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.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,260, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 7.4% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥24.73 (vs JP¥20.58 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥11.2b (down 7.9% from 3Q 2020). Net income: JP¥476.0m (up 20% from 3Q 2020). Profit margin: 4.3% (up from 3.3% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 12Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 2.2%, compared to a 9.2% growth forecast for the Electronic industry in Japan.Is New 90 Day High Low • Jan 13New 90-day high: JP¥1,016The company is up 21% from its price of JP¥837 on 15 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Electronic industry, which is also up 21% over the same period.お知らせ • Dec 19Nagano Keiki Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Nagano Keiki Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021Is New 90 Day High Low • Dec 14New 90-day high: JP¥914The company is up 5.0% from its price of JP¥869 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 14% over the same period.お知らせ • Oct 10Nagano Keiki Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Nagano Keiki Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020お知らせ • Jul 05Nagano Keiki Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Nagano Keiki Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020業績と収益の成長予測TSE:7715 - 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3/31/202878,5007,000N/A8,25013/31/202772,0005,900N/A5,64013/31/202667,6915,3976,1577,620N/A12/31/202568,4055,079N/AN/AN/A9/30/202566,3145,3355,1357,571N/A6/30/202568,5025,649N/AN/AN/A3/31/202569,5446,0543,4836,097N/A12/31/202466,1265,752N/AN/AN/A9/30/202469,1995,7423,3305,987N/A6/30/202468,5715,566N/AN/AN/A3/31/202467,9355,4093,6556,240N/A12/31/202366,4795,293N/AN/AN/A9/30/202365,1604,8071,4503,588N/A6/30/202363,1564,211N/AN/AN/A3/31/202360,5433,4103112,219N/A12/31/202261,0322,898N/AN/AN/A9/30/202258,1912,5583622,369N/A6/30/202255,7972,472N/AN/AN/A3/31/202254,9522,5145762,813N/A12/31/202152,3922,110N/AN/AN/A9/30/202149,6742,0296492,476N/A6/30/202146,4541,310N/AN/AN/A3/31/202144,8058658402,332N/A12/31/202046,0231,458N/AN/AN/A9/30/202046,9781,3781,8773,386N/A6/30/202048,4731,625N/AN/AN/A3/31/202049,0671,5872,4073,780N/A12/31/201947,865882N/AN/AN/A9/30/201949,107813N/A3,901N/A6/30/201950,6701,269N/AN/AN/A3/31/201952,0591,902N/A2,873N/A12/31/201853,4092,954N/AN/AN/A9/30/201852,8963,290N/A1,968N/A6/30/201851,8183,280N/AN/AN/A3/31/201850,4482,818N/A2,574N/A12/31/201750,1982,239N/AN/AN/A9/30/201747,7341,877N/A2,537N/A6/30/201745,5441,458N/AN/AN/A3/31/201744,1991,331N/A2,717N/A12/31/201642,041901N/AN/AN/A9/30/201642,761910N/A3,116N/A6/30/201643,912977N/AN/AN/A3/31/201644,9491,319N/A2,599N/A12/31/201547,0641,333N/AN/AN/A9/30/201547,7821,462N/A1,844N/A6/30/201547,2441,579N/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: 7715の予測収益成長率 (年間13.1% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 7715の収益 ( 13.1% ) はJP市場 ( 8.6% ) 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: 7715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: 7715の収益 ( 7.4% ) JP市場 ( 5.3% ) よりも速いペースで成長すると予測されています。高い収益成長: 7715の収益 ( 7.4% ) 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: 7715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2026/05/22 17:24終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nagano Keiki 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。2 アナリスト機関Mitsuhiro OsawaIchiyoshi Research Institute Inc.Ken IrisawaMarusan Securities Co. Ltd.
Major Estimate Revision • May 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥73.4b to JP¥67.0b. EPS estimate also fell from JP¥309 per share to JP¥272 per share. Net income forecast to shrink 14% next year vs 10% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥5,000 to JP¥4,400. Share price was steady at JP¥1,832 over the past week.
分析記事 • Feb 14Nagano Keiki Co., Ltd. Just Missed Revenue By 16%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Nagano Keiki Co., Ltd. ( TSE:7715 ) filed its third-quarter result this time last...
分析記事 • May 21Why Nagano Keiki's (TSE:7715) Shaky Earnings Are Just The Beginning Of Its ProblemsLast week's earnings announcement from Nagano Keiki Co., Ltd. ( TSE:7715 ) was disappointing to investors, with a...
Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥286 (down from JP¥317 in FY 2025). Revenue: JP¥67.7b (down 2.7% from FY 2025). Net income: JP¥5.40b (down 11% from FY 2025). Profit margin: 8.0% (down from 8.7% in FY 2025). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Nagano Keiki Co., Ltd., Annual General Meeting, Jun 26, 2026Nagano Keiki Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Nagano Keiki Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Nagano Keiki Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥60.58 (vs JP¥72.92 in 3Q 2025)Third quarter 2026 results: EPS: JP¥60.58 (down from JP¥72.92 in 3Q 2025). Revenue: JP¥17.1b (up 14% from 3Q 2025). Net income: JP¥1.14b (down 18% from 3Q 2025). Profit margin: 6.7% (down from 9.3% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% 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 increased by 15% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 26Nagano Keiki Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Nagano Keiki Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Declared Dividend • Dec 02First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 19Why Nagano Keiki's (TSE:7715) Shaky Earnings Are Just The Beginning Of Its ProblemsNagano Keiki Co., Ltd.'s ( TSE:7715 ) recent weak earnings report didn't cause a big stock movement. We think that...
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥62.54 (vs JP¥78.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥62.54 (down from JP¥78.99 in 2Q 2025). Revenue: JP¥16.5b (down 12% from 2Q 2025). Net income: JP¥1.20b (down 21% from 2Q 2025). Profit margin: 7.2% (down from 8.1% in 2Q 2025). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. 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 27% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
お知らせ • Sep 17Nagano Keiki Co., Ltd. to Report Q2, 2026 Results on Nov 12, 2025Nagano Keiki Co., Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025
お知らせ • Aug 28Nagano Keiki Co., Ltd. has filed a Follow-on Equity Offering.Nagano Keiki Co., Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,708,700
お知らせ • Aug 26Nagano Keiki Co., Ltd. (TSE:7715) announces an Equity Buyback for 600,000 shares, representing 3.14% for ¥1,200 million.Nagano Keiki Co., Ltd. (TSE:7715) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 3.1% for ¥12,00 million. The shares will be repurchased at a price of ¥2,000 per share. The purpose is to enhance shareholder returns and improve capital efficiency, and to mitigate the impact on the supply and demand of the company's shares resulting from the public offering of common shares resolved by the board of directors on the same date. The program is valid till January 30, 2026. As of August 26, 2025, the company has 19,103,035 shares (excluding treasury stock) issued and 329,949 shares in treasury.
Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: JP¥54.81 (vs JP¥77.50 in 1Q 2025)First quarter 2026 results: EPS: JP¥54.81 (down from JP¥77.50 in 1Q 2025). Revenue: JP¥15.9b (down 11% from 1Q 2025). Net income: JP¥1.05b (down 29% from 1Q 2025). Profit margin: 6.6% (down from 8.3% in 1Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 09Nagano Keiki Co., Ltd. to Report Q1, 2026 Results on Aug 12, 2025Nagano Keiki Co., Ltd. announced that they will report Q1, 2026 results on Aug 12, 2025
Declared Dividend • Jul 09Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • May 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥73.4b to JP¥67.0b. EPS estimate also fell from JP¥309 per share to JP¥272 per share. Net income forecast to shrink 14% next year vs 10% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥5,000 to JP¥4,400. Share price was steady at JP¥1,832 over the past week.
分析記事 • May 19There May Be Underlying Issues With The Quality Of Nagano Keiki's (TSE:7715) EarningsLast week's profit announcement from Nagano Keiki Co., Ltd. ( TSE:7715 ) was underwhelming for investors, despite...
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥317 (up from JP¥284 in FY 2024). Revenue: JP¥69.5b (up 2.4% from FY 2024). Net income: JP¥6.05b (up 12% from FY 2024). Profit margin: 8.7% (up from 8.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 9.1%. Revenue is forecast to grow 7.0% 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 32% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Nagano Keiki Co., Ltd., Annual General Meeting, Jun 27, 2025Nagano Keiki Co., Ltd., Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 15The Return Trends At Nagano Keiki (TSE:7715) Look PromisingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
New Risk • Apr 07New 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,561, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 48% over the past three years.
分析記事 • Mar 25Nagano Keiki (TSE:7715) Will Pay A Dividend Of ¥24.00The board of Nagano Keiki Co., Ltd. ( TSE:7715 ) has announced that it will pay a dividend of ¥24.00 per share on the...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Mar 04Nagano Keiki Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Nagano Keiki Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
分析記事 • Feb 14Nagano Keiki Co., Ltd. Just Missed Revenue By 16%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Nagano Keiki Co., Ltd. ( TSE:7715 ) filed its third-quarter result this time last...
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥72.92 (vs JP¥72.40 in 3Q 2024)Third quarter 2025 results: EPS: JP¥72.92 (up from JP¥72.40 in 3Q 2024). Revenue: JP¥15.0b (down 17% from 3Q 2024). Net income: JP¥1.39b (flat on 3Q 2024). Profit margin: 9.3% (up from 7.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.4% 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 35% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08Nagano Keiki Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Nagano Keiki Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
Declared Dividend • Nov 30First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Sep 27Nagano Keiki (TSE:7715) Will Pay A Dividend Of ¥22.00Nagano Keiki Co., Ltd. ( TSE:7715 ) will pay a dividend of ¥22.00 on the 29th of November. This will take the dividend...
お知らせ • Sep 26Nagano Keiki Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Nagano Keiki Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥76.01 (vs JP¥68.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥76.01 (up from JP¥68.01 in 1Q 2024). Revenue: JP¥16.9b (up 3.9% from 1Q 2024). Net income: JP¥1.45b (up 12% from 1Q 2024). Profit margin: 8.6% (up from 8.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% 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, earnings per share has increased by 43% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥2,058, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 108% over the past three years.
分析記事 • Aug 04Nagano Keiki Co., Ltd. (TSE:7715) Might Not Be As Mispriced As It Looks After Plunging 27%The Nagano Keiki Co., Ltd. ( TSE:7715 ) share price has softened a substantial 27% over the previous 30 days, handing...
分析記事 • Jul 26Nagano Keiki (TSE:7715) Has Announced A Dividend Of ¥22.00Nagano Keiki Co., Ltd. ( TSE:7715 ) will pay a dividend of ¥22.00 on the 29th of November. This makes the dividend...
分析記事 • Jul 12Nagano Keiki (TSE:7715) Has Announced A Dividend Of ¥22.00Nagano Keiki Co., Ltd. ( TSE:7715 ) has announced that it will pay a dividend of ¥22.00 per share on the 29th of...
Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 29th November 2024 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 10Nagano Keiki Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Nagano Keiki Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,450, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 248% over the past three years.
分析記事 • May 21Nagano Keiki Co., Ltd.'s (TSE:7715) Price Is Right But Growth Is Lacking After Shares Rocket 28%The Nagano Keiki Co., Ltd. ( TSE:7715 ) share price has done very well over the last month, posting an excellent gain...
Reported Earnings • May 12Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥284 (up from JP¥179 in FY 2023). Revenue: JP¥67.9b (up 12% from FY 2023). Net income: JP¥5.41b (up 59% from FY 2023). Profit margin: 8.0% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 3.0% 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 increased by 48% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Nagano Keiki Co., Ltd., Annual General Meeting, Jun 26, 2024Nagano Keiki Co., Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • Apr 05Nagano Keiki Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Nagano Keiki Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
分析記事 • Mar 13We Like These Underlying Return On Capital Trends At Nagano Keiki (TSE:7715)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Feb 26Nagano Keiki (TSE:7715) Will Pay A Larger Dividend Than Last Year At ¥22.00Nagano Keiki Co., Ltd. ( TSE:7715 ) will increase its dividend from last year's comparable payment on the 1st of July...
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥72.39 (vs JP¥47.11 in 3Q 2023)Third quarter 2024 results: EPS: JP¥72.39 (up from JP¥47.11 in 3Q 2023). Revenue: JP¥18.0b (up 7.9% from 3Q 2023). Net income: JP¥1.38b (up 54% from 3Q 2023). Profit margin: 7.7% (up from 5.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% 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 increased by 48% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 19Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥2,071. The fair value is estimated to be JP¥1,721, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 4.0% in the next 2 years.
お知らせ • Dec 14Nagano Keiki Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Nagano Keiki Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥69.93 (vs JP¥38.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥69.93 (up from JP¥38.71 in 2Q 2023). Revenue: JP¥18.1b (up 13% from 2Q 2023). Net income: JP¥1.33b (up 81% from 2Q 2023). Profit margin: 7.4% (up from 4.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 14Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). President, CEO & Director Masatsugu Sato is the most experienced director on the board, commencing their role in 2012. Independent Outside Director Yoshiyuki Terashima was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
New Risk • Oct 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,246, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 180% over the past three years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥18.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).
お知らせ • Aug 30Nagano Keiki Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Nagano Keiki Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥68.01 (vs JP¥25.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥68.01 (up from JP¥25.95 in 1Q 2023). Revenue: JP¥16.3b (up 19% from 1Q 2023). Net income: JP¥1.30b (up 162% from 1Q 2023). Profit margin: 8.0% (up from 3.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 38% per year.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,379, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 186% over the past three years.
New Risk • Jul 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Dividend is not well covered by cash flows (221% cash payout ratio).
お知らせ • Jun 23Nagano Keiki Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Nagano Keiki Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥179 (up from JP¥132 in FY 2022). Revenue: JP¥60.5b (up 10% from FY 2022). Net income: JP¥3.41b (up 36% from FY 2022). Profit margin: 5.6% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,618, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 82% over the past three years.
お知らせ • May 14Nagano Keiki Co., Ltd., Annual General Meeting, Jun 29, 2023Nagano Keiki Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 7.9% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥47.10 (vs JP¥29.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥47.10 (up from JP¥29.26 in 3Q 2022). Revenue: JP¥16.7b (up 21% from 3Q 2022). Net income: JP¥897.0m (up 61% from 3Q 2022). Profit margin: 5.4% (up from 4.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% 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 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 11Nagano Keiki Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Nagano Keiki Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥38.71 (vs JP¥34.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.71 (up from JP¥34.20 in 2Q 2022). Revenue: JP¥16.1b (up 18% from 2Q 2022). Net income: JP¥737.0m (up 13% from 2Q 2022). Profit margin: 4.6% (down from 4.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% 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 33% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Outside Director Yoshiyuki Terashima was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥38.71 (vs JP¥34.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.71 (up from JP¥34.20 in 2Q 2022). Revenue: JP¥16.1b (up 18% from 2Q 2022). Net income: JP¥737.0m (up 13% from 2Q 2022). Profit margin: 4.6% (down from 4.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% 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 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Sep 07Nagano Keiki Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Nagano Keiki Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥25.95 (vs JP¥28.15 in 1Q 2022)First quarter 2023 results: EPS: JP¥25.95 (down from JP¥28.15 in 1Q 2022). Revenue: JP¥13.7b (up 6.6% from 1Q 2022). Net income: JP¥494.0m (down 7.8% from 1Q 2022). Profit margin: 3.6% (down from 4.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.6%, compared to a 9.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 07Nagano Keiki Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Nagano Keiki Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥132 (up from JP¥44.98 in FY 2021). Revenue: JP¥55.0b (up 23% from FY 2021). Net income: JP¥2.51b (up 191% from FY 2021). Profit margin: 4.6% (up from 1.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 4.6%, compared to a 8.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.
お知らせ • May 15Nagano Keiki Co., Ltd., Annual General Meeting, Jun 29, 2022Nagano Keiki Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. 2 independent directors (9 non-independent directors). Independent Outside Director Yoshiyuki Terashima was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Nagano Keiki Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nagano Keiki Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 20Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥29.26 (up from JP¥24.73 in 3Q 2021). Revenue: JP¥13.9b (up 24% from 3Q 2021). Net income: JP¥557.0m (up 17% from 3Q 2021). Profit margin: 4.0% (down from 4.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 21%. Over the next year, revenue is forecast to grow 8.3%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 27% share price gain to JP¥1,819, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 108% over the past three years.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥34.20 (vs JP¥3.53 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥13.7b (up 31% from 2Q 2021). Net income: JP¥651.0m (up JP¥719.0m from 2Q 2021). Profit margin: 4.8% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,355, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 46% over the past three years.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,321, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 23% over the past three years.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥28.15 (vs JP¥4.73 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥12.8b (up 15% from 1Q 2021). Net income: JP¥536.0m (up 489% from 1Q 2021). Profit margin: 4.2% (up from 0.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥44.98 (vs JP¥82.17 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥44.8b (down 8.7% from FY 2020). Net income: JP¥865.0m (down 46% from FY 2020). Profit margin: 1.9% (down from 3.2% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 39% 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.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,260, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 7.4% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥24.73 (vs JP¥20.58 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥11.2b (down 7.9% from 3Q 2020). Net income: JP¥476.0m (up 20% from 3Q 2020). Profit margin: 4.3% (up from 3.3% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 2.2%, compared to a 9.2% growth forecast for the Electronic industry in Japan.
Is New 90 Day High Low • Jan 13New 90-day high: JP¥1,016The company is up 21% from its price of JP¥837 on 15 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Electronic industry, which is also up 21% over the same period.
お知らせ • Dec 19Nagano Keiki Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Nagano Keiki Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021
Is New 90 Day High Low • Dec 14New 90-day high: JP¥914The company is up 5.0% from its price of JP¥869 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 14% over the same period.
お知らせ • Oct 10Nagano Keiki Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Nagano Keiki Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020
お知らせ • Jul 05Nagano Keiki Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Nagano Keiki Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020