View ValuationFreeBit 将来の成長Future 基準チェック /46FreeBit利益と収益がそれぞれ年間10.5%と8.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に31.4% 10.1%なると予測されています。主要情報10.5%収益成長率10.07%EPS成長率Telecom 収益成長5.2%収益成長率8.5%将来の株主資本利益率31.43%アナリストカバレッジLow最終更新日27 Apr 2026今後の成長に関する最新情報お知らせ • Dec 09+ 1 more updateFreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2024FreeBit Co., Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales to be JPY 53,000 million, Operating profit to be JPY 5,500 million, Profit attributable to owners of parent to be JPY 3,000 million and Basic earnings per share to be JPY 150.27.お知らせ • Dec 10FreeBit Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending April 30, 2023FreeBit Co., Ltd. provided earnings guidance for the fiscal year ending April 30, 2023. For the period, the company expects net sales to be JPY 46,000 million, Operating profit to be JPY 2,900 million, Profit attributable to owners of parent to be JPY 700 million and Basic earnings per share to be JPY 37.23.お知らせ • Sep 10FreeBit Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending April 2023FreeBit Co., Ltd. provided earnings guidance for the fiscal year ending April 2023. For the period, the company expects net sales to be JPY 46,000 million, Operating profit to be JPY 2,900 million, Profit attributable to owners of parent to be JPY 700 million and Basic earnings per share to be JPY 37.23.お知らせ • Dec 12FreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending April 30, 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the year ending April 30, 2022. For the year ending April 30, 2022, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million and profit attributable to owners of parent of JPY 600 million or JPY 29.09 per basic share.お知らせ • Sep 12FreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Ending April 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the ending April 2022. For the year, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 600 million and basic earnings per share of JPY 28.58.お知らせ • Jun 12Freebit Co., Ltd. Provides Consolidated Earnings Guidance for the Ending April 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the ending April 2022. For the year, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 600 million and basic earnings per share of JPY 28.01.すべての更新を表示Recent updatesお知らせ • May 09FreeBit Co., Ltd. to Report Fiscal Year 2026 Results on Jun 12, 2026FreeBit Co., Ltd. announced that they will report fiscal year 2026 results on Jun 12, 2026Upcoming Dividend • Apr 21Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.3%).Reported Earnings • Mar 14Third quarter 2026 earnings released: EPS: JP¥47.38 (vs JP¥37.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥47.38 (up from JP¥37.63 in 3Q 2025). Revenue: JP¥15.4b (up 11% from 3Q 2025). Net income: JP¥1.03b (up 36% from 3Q 2025). Profit margin: 6.7% (up from 5.5% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 06FreeBit (TSE:3843) Has Announced That It Will Be Increasing Its Dividend To ¥41.00FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Feb 06FreeBit Co., Ltd. to Report Q3, 2026 Results on Mar 13, 2026FreeBit Co., Ltd. announced that they will report Q3, 2026 results on Mar 13, 2026Buy Or Sell Opportunity • Jan 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to JP¥1,659. The fair value is estimated to be JP¥1,369, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.Buy Or Sell Opportunity • Jan 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to JP¥1,750. The fair value is estimated to be JP¥1,447, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.Buy Or Sell Opportunity • Dec 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to JP¥1,684. The fair value is estimated to be JP¥1,392, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.分析記事 • Dec 22FreeBit's (TSE:3843) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from FreeBit Co., Ltd. ( TSE:3843 ), despite the profit numbers...分析記事 • Dec 15FreeBit (TSE:3843) Is Increasing Its Dividend To ¥41.00The board of FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be paying its dividend of ¥41.00 on the 10th of...Declared Dividend • Dec 14Dividend of JP¥41.00 announcedShareholders will receive a dividend of JP¥41.00. Ex-date: 28th April 2026 Payment date: 10th July 2026 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Dec 13Second quarter 2026 earnings released: EPS: JP¥55.38 (vs JP¥47.44 in 2Q 2025)Second quarter 2026 results: EPS: JP¥55.38 (up from JP¥47.44 in 2Q 2025). Revenue: JP¥15.6b (up 17% from 2Q 2025). Net income: JP¥1.21b (up 26% from 2Q 2025). Profit margin: 7.7% (up from 7.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% 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 • Oct 24FreeBit Co., Ltd. to Report Q2, 2026 Results on Dec 12, 2025FreeBit Co., Ltd. announced that they will report Q2, 2026 results on Dec 12, 2025Reported Earnings • Sep 14First quarter 2026 earnings released: EPS: JP¥48.76 (vs JP¥44.09 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.76 (up from JP¥44.09 in 1Q 2025). Revenue: JP¥15.2b (up 14% from 1Q 2025). Net income: JP¥1.06b (up 20% from 1Q 2025). Profit margin: 7.0% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 19Market Might Still Lack Some Conviction On FreeBit Co., Ltd. (TSE:3843) Even After 26% Share Price BoostFreeBit Co., Ltd. ( TSE:3843 ) shareholders would be excited to see that the share price has had a great month, posting...Board Change • Aug 14Less 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. 4 non-independent directors. Independent Outside Director Nobuhiko Komeya was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 29FreeBit Co., Ltd. to Report Q1, 2026 Results on Sep 12, 2025FreeBit Co., Ltd. announced that they will report Q1, 2026 results on Sep 12, 2025分析記事 • Jun 20FreeBit's (TSE:3843) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by FreeBit Co., Ltd. ( TSE:3843 ). While the headline numbers...Buy Or Sell Opportunity • Jun 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to JP¥1,411. The fair value is estimated to be JP¥1,784, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.Reported Earnings • Jun 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥136 (down from JP¥179 in FY 2024). Revenue: JP¥55.1b (up 3.8% from FY 2024). Net income: JP¥2.75b (down 23% from FY 2024). Profit margin: 5.0% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 4.3%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% 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 • Jun 13FreeBit Co., Ltd., Annual General Meeting, Jul 24, 2025FreeBit Co., Ltd., Annual General Meeting, Jul 24, 2025.お知らせ • Apr 23FreeBit Co., Ltd. to Report Fiscal Year 2025 Results on Jun 13, 2025FreeBit Co., Ltd. announced that they will report fiscal year 2025 results on Jun 13, 2025Upcoming Dividend • Apr 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 11 July 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.3%).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¥1,280, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 51% over the past three years.お知らせ • Apr 04FreeBit Co., Ltd. announced that it has received ¥2.042373328 billion in funding from SoftBank Corp.On April 3, 2025, FreeBit Co., Ltd. closed the transaction.分析記事 • Mar 19FreeBit (TSE:3843) Is Increasing Its Dividend To ¥30.00The board of FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be paying its dividend of ¥30.00 on the 11th of...Reported Earnings • Mar 15Third quarter 2025 earnings released: EPS: JP¥37.61 (vs JP¥44.46 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.61 (down from JP¥44.46 in 3Q 2024). Revenue: JP¥13.9b (up 7.8% from 3Q 2024). Net income: JP¥759.0m (down 14% from 3Q 2024). Profit margin: 5.4% (down from 6.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 10FreeBit (TSE:3843) Is Increasing Its Dividend To ¥30.00The board of FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be paying its dividend of ¥30.00 on the 11th of...New Risk • Feb 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 5.7% 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. This is currently the only risk that has been identified for the company.分析記事 • Jan 26FreeBit's (TSE:3843) Upcoming Dividend Will Be Larger Than Last Year'sFreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Jan 25FreeBit Co., Ltd. to Report Q3, 2025 Results on Mar 14, 2025FreeBit Co., Ltd. announced that they will report Q3, 2025 results on Mar 14, 2025分析記事 • Dec 17FreeBit (TSE:3843) Is Increasing Its Dividend To ¥30.00FreeBit Co., Ltd. ( TSE:3843 ) will increase its dividend from last year's comparable payment on the 11th of July to...Declared Dividend • Dec 16Dividend increased to JP¥30.00Dividend of JP¥30.00 is 11% higher than last year. Ex-date: 28th April 2025 Payment date: 11th July 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Dec 15Second quarter 2025 earnings released: EPS: JP¥47.44 (vs JP¥55.94 in 2Q 2024)Second quarter 2025 results: EPS: JP¥47.44 (down from JP¥55.94 in 2Q 2024). Revenue: JP¥13.3b (up 2.3% from 2Q 2024). Net income: JP¥955.0m (down 14% from 2Q 2024). Profit margin: 7.2% (down from 8.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 26FreeBit Co., Ltd.'s (TSE:3843) Price Is Right But Growth Is Lacking After Shares Rocket 26%FreeBit Co., Ltd. ( TSE:3843 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...分析記事 • Oct 31Does FreeBit (TSE:3843) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Oct 26FreeBit Co., Ltd. to Report Q2, 2025 Results on Dec 13, 2024FreeBit Co., Ltd. announced that they will report Q2, 2025 results on Dec 13, 2024Reported Earnings • Sep 17First quarter 2025 earnings released: EPS: JP¥40.71 (vs JP¥43.24 in 1Q 2024)First quarter 2025 results: EPS: JP¥40.71 (down from JP¥43.24 in 1Q 2024). Revenue: JP¥13.3b (down 5.3% from 1Q 2024). Net income: JP¥813.0m (down 5.8% from 1Q 2024). Profit margin: 6.1% (in line with 1Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom 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 2% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 13+ 1 more updateFreebit Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending April 30, 2025FreeBit Co., Ltd. provided dividend guidance for the fiscal year ending April 30, 2025. For the year, the company expects dividend of JPY 30.00 per share against JPY 27.00 per share a year ago.分析記事 • Aug 06Benign Growth For FreeBit Co., Ltd. (TSE:3843) Underpins Stock's 27% PlummetUnfortunately for some shareholders, the FreeBit Co., Ltd. ( TSE:3843 ) share price has dived 27% in the last thirty...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥980, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 34% over the past three years.お知らせ • Jul 27FreeBit Co., Ltd. to Report Q1, 2025 Results on Sep 13, 2024FreeBit Co., Ltd. announced that they will report Q1, 2025 results on Sep 13, 2024Buy Or Sell Opportunity • Jul 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to JP¥1,382. The fair value is estimated to be JP¥1,731, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.Reported Earnings • Jun 16Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥179 (up from JP¥95.07 in FY 2023). Revenue: JP¥53.0b (up 13% from FY 2023). Net income: JP¥3.57b (up 99% from FY 2023). Profit margin: 6.7% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 9.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Telecom 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 19% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 15FreeBit Co., Ltd., Annual General Meeting, Jul 25, 2024FreeBit Co., Ltd., Annual General Meeting, Jul 25, 2024.分析記事 • Apr 23FreeBit (TSE:3843) Has Announced That It Will Be Increasing Its Dividend To ¥27.00FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Apr 22FreeBit Co., Ltd. to Report Fiscal Year 2024 Results on Jun 14, 2024FreeBit Co., Ltd. announced that they will report fiscal year 2024 results on Jun 14, 2024Upcoming Dividend • Apr 19Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 13 July 2024. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.8%).分析記事 • Mar 29Investors Aren't Buying FreeBit Co., Ltd.'s (TSE:3843) EarningsFreeBit Co., Ltd.'s ( TSE:3843 ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right now...Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,358, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 43% over the past three years.分析記事 • Mar 12FreeBit (TSE:3843) Is Increasing Its Dividend To ¥27.00FreeBit Co., Ltd. ( TSE:3843 ) will increase its dividend from last year's comparable payment on the 13th of July to...Reported Earnings • Mar 09Third quarter 2024 earnings released: EPS: JP¥44.46 (vs JP¥43.22 in 3Q 2023)Third quarter 2024 results: EPS: JP¥44.46 (up from JP¥43.22 in 3Q 2023). Revenue: JP¥12.9b (up 11% from 3Q 2023). Net income: JP¥888.0m (up 9.2% from 3Q 2023). Profit margin: 6.9% (down from 7.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom 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 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 18FreeBit Co., Ltd. to Report Q3, 2024 Results on Mar 08, 2024FreeBit Co., Ltd. announced that they will report Q3, 2024 results on Mar 08, 2024Reported Earnings • Dec 12Second quarter 2024 earnings released: EPS: JP¥55.94 (vs JP¥28.61 in 2Q 2023)Second quarter 2024 results: EPS: JP¥55.94 (up from JP¥28.61 in 2Q 2023). Revenue: JP¥13.0b (up 14% from 2Q 2023). Net income: JP¥1.12b (up 108% from 2Q 2023). Profit margin: 8.6% (up from 4.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 09+ 1 more updateFreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2024FreeBit Co., Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales to be JPY 53,000 million, Operating profit to be JPY 5,500 million, Profit attributable to owners of parent to be JPY 3,000 million and Basic earnings per share to be JPY 150.27.お知らせ • Oct 13FreeBit Co., Ltd. to Report Q2, 2024 Results on Dec 08, 2023FreeBit Co., Ltd. announced that they will report Q2, 2024 results on Dec 08, 2023Board Change • Aug 17Less 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. 4 non-independent directors. Independent Outside Director Nobuhiko Komeya was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 02Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥95.07 (up from JP¥41.82 in FY 2022). Revenue: JP¥46.8b (up 8.6% from FY 2022). Net income: JP¥1.79b (up 117% from FY 2022). Profit margin: 3.8% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.New Risk • Jun 13New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (6.2% increase in shares outstanding).Reported Earnings • Jun 11Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥95.07 (up from JP¥41.82 in FY 2022). Revenue: JP¥46.8b (up 8.6% from FY 2022). Net income: JP¥1.79b (up 117% from FY 2022). Profit margin: 3.8% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 11FreeBit Co., Ltd., Annual General Meeting, Jul 27, 2023FreeBit Co., Ltd., Annual General Meeting, Jul 27, 2023.Upcoming Dividend • Apr 20Upcoming dividend of JP¥7.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.9%).Buying Opportunity • Mar 20Now 21% undervaluedOver the last 90 days, the stock is up 36%. The fair value is estimated to be JP¥1,704, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 53% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,384, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,704 per share.Reported Earnings • Mar 11Third quarter 2023 earnings released: EPS: JP¥43.22 (vs JP¥26.40 in 3Q 2022)Third quarter 2023 results: EPS: JP¥43.22 (up from JP¥26.40 in 3Q 2022). Revenue: JP¥11.6b (up 9.7% from 3Q 2022). Net income: JP¥813.0m (up 62% from 3Q 2022). Profit margin: 7.0% (up from 4.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 28% per year.Buying Opportunity • Feb 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be JP¥1,405, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 41%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 132% in the next 2 years.お知らせ • Jan 25FreeBit Co., Ltd. to Report Q3, 2023 Results on Mar 10, 2023FreeBit Co., Ltd. announced that they will report Q3, 2023 results on Mar 10, 2023Reported Earnings • Dec 11Second quarter 2023 earnings released: EPS: JP¥28.61 (vs JP¥27.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥28.61. Revenue: JP¥11.4b (up 6.9% from 2Q 2022). Net income: JP¥538.0m (down 3.4% from 2Q 2022). Profit margin: 4.7% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in Japan.お知らせ • Dec 10FreeBit Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending April 30, 2023FreeBit Co., Ltd. provided earnings guidance for the fiscal year ending April 30, 2023. For the period, the company expects net sales to be JPY 46,000 million, Operating profit to be JPY 2,900 million, Profit attributable to owners of parent to be JPY 700 million and Basic earnings per share to be JPY 37.23.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Kazumasa Yoshida was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 19FreeBit Co., Ltd. to Report Q2, 2023 Results on Dec 09, 2022FreeBit Co., Ltd. announced that they will report Q2, 2023 results on Dec 09, 2022お知らせ • Sep 10FreeBit Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending April 2023FreeBit Co., Ltd. provided earnings guidance for the fiscal year ending April 2023. For the period, the company expects net sales to be JPY 46,000 million, Operating profit to be JPY 2,900 million, Profit attributable to owners of parent to be JPY 700 million and Basic earnings per share to be JPY 37.23.Reported Earnings • Aug 03Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥41.82 (down from JP¥74.03 in FY 2021). Revenue: JP¥43.1b (down 17% from FY 2021). Net income: JP¥827.0m (down 48% from FY 2021). Profit margin: 1.9% (down from 3.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 5.9%, compared to a 3.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jul 28FreeBit Co., Ltd. to Report Q1, 2023 Results on Sep 09, 2022FreeBit Co., Ltd. announced that they will report Q1, 2023 results on Sep 09, 2022Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥758, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Telecom industry in Japan. Total loss to shareholders of 41% over the past three years.Reported Earnings • Jun 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥41.82 (down from JP¥74.03 in FY 2021). Revenue: JP¥43.1b (down 17% from FY 2021). Net income: JP¥827.0m (down 48% from FY 2021). Profit margin: 1.9% (down from 3.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 6.4%, compared to a 3.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jun 11FreeBit Co., Ltd. Announces Dividend for the Year Ended April 2022, Payable on July 14, 2022FreeBit Co., Ltd. announced dividend of JPY 7.50 per share for the year ended April 2022 compared to JPY 7.00 per share paid a year ago. The dividend payable on July 14, 2022.お知らせ • Jun 10FreeBit Co., Ltd., Annual General Meeting, Jul 28, 2022FreeBit Co., Ltd., Annual General Meeting, Jul 28, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Kazumasa Yoshida was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 21FreeBit Co., Ltd. to Report Fiscal Year 2022 Results on Jun 10, 2022FreeBit Co., Ltd. announced that they will report fiscal year 2022 results on Jun 10, 2022Reported Earnings • Mar 13Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥26.40 (down from JP¥36.40 in 3Q 2021). Revenue: JP¥10.6b (down 5.2% from 3Q 2021). Net income: JP¥502.0m (down 34% from 3Q 2021). Profit margin: 4.7% (down from 6.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 83%. Over the next year, revenue is forecast to grow 2.7%, compared to a 1.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Dec 18FreeBit Co., Ltd. (TSE:3843) announces an Equity Buyback for 300,000 shares, representing 1.57% for ¥400 million.FreeBit Co., Ltd. (TSE:3843) announces a share repurchase program. Under the program, the company will repurchase 300,000 shares, representing 1.57% of its share capital, for ¥400 million. The company will repurchase its shares in order to increase its value per share in response to changes in the stock market and to implement agile capital policies in response to changes in the business environment. The program will run until March 31, 2022. As of December 15, 2021, the company had 19,100,031 shares outstanding (including treasury shares) and 4,313,969 shares in treasury.Reported Earnings • Dec 14Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: JP¥27.49 (down from JP¥54.50 in 2Q 2021). Revenue: JP¥10.7b (down 27% from 2Q 2021). Net income: JP¥557.0m (down 53% from 2Q 2021). Profit margin: 5.2% (down from 8.1% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 83%. Earnings per share (EPS) surpassed analyst estimates by 83%. Over the next year, revenue is forecast to stay flat compared to a 1.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 12FreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending April 30, 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the year ending April 30, 2022. For the year ending April 30, 2022, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million and profit attributable to owners of parent of JPY 600 million or JPY 29.09 per basic share.Reported Earnings • Sep 13First quarter 2022 earnings released: EPS JP¥26.82 (vs JP¥9.93 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¥10.7b (down 21% from 1Q 2021). Net income: JP¥563.0m (up 158% from 1Q 2021). Profit margin: 5.3% (up from 1.6% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 12FreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Ending April 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the ending April 2022. For the year, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 600 million and basic earnings per share of JPY 28.58.お知らせ • Sep 11FreeBit Co., Ltd. (TSE:3843) announces an Equity Buyback for 500,000 shares, representing 2.38% for ¥500 million.FreeBit Co., Ltd. (TSE:3843) announces a share repurchase program. Under the program, the company will repurchase 500,000 shares, representing 2.38% of its share capital, at ¥1,000 per share for ¥500 million. The company will repurchase its shares in order to increase its value per share in response to changes in the stock market and to implement agile capital policies in response to changes in the business environment. The program will run until December 10, 2021. As of September 9, 2021, the company had 21,002,931 shares outstanding (including treasury shares) and 2,411,069 shares in treasury.Reported Earnings • Aug 03Full year 2021 earnings released: EPS JP¥74.03 (vs JP¥27.91 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥52.0b (down 5.9% from FY 2020). Net income: JP¥1.59b (up JP¥2.21b from FY 2020). Profit margin: 3.0% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥801, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Telecom industry in Japan. Total loss to shareholders of 41% over the past three years.Reported Earnings • Jun 14Full year 2021 earnings released: EPS JP¥74.03 (vs JP¥27.91 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥52.0b (down 5.9% from FY 2020). Net income: JP¥1.59b (up JP¥2.21b from FY 2020). Profit margin: 3.0% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Jun 12Freebit Co., Ltd. Provides Consolidated Earnings Guidance for the Ending April 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the ending April 2022. For the year, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 600 million and basic earnings per share of JPY 28.01.Reported Earnings • Mar 18Third quarter 2021 earnings released: EPS JP¥36.40 (vs JP¥2.57 loss 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 14% from 3Q 2020). Net income: JP¥763.0m (up JP¥820.0m from 3Q 2020). Profit margin: 6.8% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 15New 90-day high: JP¥1,035The company is up 2.0% from a price of JP¥1,010 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Lagged the Telecom industry, which is up 6.0% over the same period.お知らせ • Jan 24FreeBit Co., Ltd. to Report Q3, 2021 Results on Mar 16, 2021FreeBit Co., Ltd. announced that they will report Q3, 2021 results on Mar 16, 2021Is New 90 Day High Low • Dec 14New 90-day high: JP¥1,109The company is up 16% from its price of JP¥959 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 12% over the same period.お知らせ • Jul 26FreeBit Co., Ltd. to Report Q1, 2021 Results on Sep 11, 2020FreeBit Co., Ltd. announced that they will report Q1, 2021 results on Sep 11, 2020業績と収益の成長予測TSE:3843 - 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4/30/202873,4004,6353,780N/A24/30/202767,6004,2453,310N/A24/30/202662,1503,9953,180N/A21/31/202660,7103,523N/AN/AN/A10/31/202559,2503,2495,5875,763N/A7/31/202556,9602,997N/AN/AN/A4/30/202555,0732,7484,0074,573N/A1/31/202553,5963,225N/AN/AN/A10/31/202452,5863,3543,4374,319N/A7/31/202452,2883,516N/AN/AN/A4/30/202453,0373,5662,8054,225N/A1/31/202452,5473,004N/AN/AN/A10/31/202351,2632,9292,9084,312N/A7/31/202349,6692,350N/AN/AN/A4/30/202346,7711,7922,6533,322N/A1/31/202345,316861N/AN/AN/A10/31/202244,2865501,9592,337N/A7/31/202243,548569N/AN/AN/A4/30/202243,0758272,0722,333N/A1/31/202244,6831,040N/AN/AN/A10/31/202145,2621,3012,1512,478N/A7/31/202149,2611,931N/AN/AN/A4/30/202152,0091,5866,1837,122N/A1/31/202154,5361,787N/AN/AN/A10/31/202056,3189675,2376,521N/A7/31/202055,326-221N/AN/AN/A4/30/202055,295-6194341,480N/A1/31/202056,30764N/AN/AN/A10/31/201955,96289N/A3,101N/A7/31/201953,316246N/AN/AN/A4/30/201950,365279N/A3,182N/A1/31/201943,917134N/AN/AN/A10/31/201840,743248N/A2,456N/A7/31/201839,644-408N/AN/AN/A4/30/201838,653-567N/A1,030N/A1/31/201836,896-1,126N/AN/AN/A10/31/201735,940-1,148N/A791N/A7/31/201735,457-560N/AN/AN/A4/30/201735,222-150N/A3,811N/A1/31/201735,150464N/AN/AN/A10/31/201633,734527N/A3,305N/A7/31/201631,178530N/AN/AN/A4/30/201628,389553N/A1,751N/A1/31/201626,124569N/AN/AN/A10/31/201524,292525N/A1,778N/A7/31/201522,599612N/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: 3843の予測収益成長率 (年間10.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 3843の収益 ( 10.5% ) はJP市場 ( 10.2% ) よりも速いペースで成長すると予測されています。高成長収益: 3843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: 3843の収益 ( 8.5% ) JP市場 ( 6.1% ) 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: 3843の収益 ( 8.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3843の 自己資本利益率 は、3年後には高くなると予測されています ( 31.4 %)成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 00:39終値2026/05/08 00:00収益2026/01/31年間収益2025/04/30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FreeBit Co., Ltd. 2 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Kazuki TokunagaDaiwa Securities Co. Ltd.Yasuyoshi MimuraIchiyoshi Research Institute Inc.
お知らせ • Dec 09+ 1 more updateFreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2024FreeBit Co., Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales to be JPY 53,000 million, Operating profit to be JPY 5,500 million, Profit attributable to owners of parent to be JPY 3,000 million and Basic earnings per share to be JPY 150.27.
お知らせ • Dec 10FreeBit Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending April 30, 2023FreeBit Co., Ltd. provided earnings guidance for the fiscal year ending April 30, 2023. For the period, the company expects net sales to be JPY 46,000 million, Operating profit to be JPY 2,900 million, Profit attributable to owners of parent to be JPY 700 million and Basic earnings per share to be JPY 37.23.
お知らせ • Sep 10FreeBit Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending April 2023FreeBit Co., Ltd. provided earnings guidance for the fiscal year ending April 2023. For the period, the company expects net sales to be JPY 46,000 million, Operating profit to be JPY 2,900 million, Profit attributable to owners of parent to be JPY 700 million and Basic earnings per share to be JPY 37.23.
お知らせ • Dec 12FreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending April 30, 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the year ending April 30, 2022. For the year ending April 30, 2022, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million and profit attributable to owners of parent of JPY 600 million or JPY 29.09 per basic share.
お知らせ • Sep 12FreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Ending April 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the ending April 2022. For the year, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 600 million and basic earnings per share of JPY 28.58.
お知らせ • Jun 12Freebit Co., Ltd. Provides Consolidated Earnings Guidance for the Ending April 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the ending April 2022. For the year, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 600 million and basic earnings per share of JPY 28.01.
お知らせ • May 09FreeBit Co., Ltd. to Report Fiscal Year 2026 Results on Jun 12, 2026FreeBit Co., Ltd. announced that they will report fiscal year 2026 results on Jun 12, 2026
Upcoming Dividend • Apr 21Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.3%).
Reported Earnings • Mar 14Third quarter 2026 earnings released: EPS: JP¥47.38 (vs JP¥37.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥47.38 (up from JP¥37.63 in 3Q 2025). Revenue: JP¥15.4b (up 11% from 3Q 2025). Net income: JP¥1.03b (up 36% from 3Q 2025). Profit margin: 6.7% (up from 5.5% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 06FreeBit (TSE:3843) Has Announced That It Will Be Increasing Its Dividend To ¥41.00FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Feb 06FreeBit Co., Ltd. to Report Q3, 2026 Results on Mar 13, 2026FreeBit Co., Ltd. announced that they will report Q3, 2026 results on Mar 13, 2026
Buy Or Sell Opportunity • Jan 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to JP¥1,659. The fair value is estimated to be JP¥1,369, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.
Buy Or Sell Opportunity • Jan 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to JP¥1,750. The fair value is estimated to be JP¥1,447, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.
Buy Or Sell Opportunity • Dec 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to JP¥1,684. The fair value is estimated to be JP¥1,392, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
分析記事 • Dec 22FreeBit's (TSE:3843) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from FreeBit Co., Ltd. ( TSE:3843 ), despite the profit numbers...
分析記事 • Dec 15FreeBit (TSE:3843) Is Increasing Its Dividend To ¥41.00The board of FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be paying its dividend of ¥41.00 on the 10th of...
Declared Dividend • Dec 14Dividend of JP¥41.00 announcedShareholders will receive a dividend of JP¥41.00. Ex-date: 28th April 2026 Payment date: 10th July 2026 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Dec 13Second quarter 2026 earnings released: EPS: JP¥55.38 (vs JP¥47.44 in 2Q 2025)Second quarter 2026 results: EPS: JP¥55.38 (up from JP¥47.44 in 2Q 2025). Revenue: JP¥15.6b (up 17% from 2Q 2025). Net income: JP¥1.21b (up 26% from 2Q 2025). Profit margin: 7.7% (up from 7.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% 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 • Oct 24FreeBit Co., Ltd. to Report Q2, 2026 Results on Dec 12, 2025FreeBit Co., Ltd. announced that they will report Q2, 2026 results on Dec 12, 2025
Reported Earnings • Sep 14First quarter 2026 earnings released: EPS: JP¥48.76 (vs JP¥44.09 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.76 (up from JP¥44.09 in 1Q 2025). Revenue: JP¥15.2b (up 14% from 1Q 2025). Net income: JP¥1.06b (up 20% from 1Q 2025). Profit margin: 7.0% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 19Market Might Still Lack Some Conviction On FreeBit Co., Ltd. (TSE:3843) Even After 26% Share Price BoostFreeBit Co., Ltd. ( TSE:3843 ) shareholders would be excited to see that the share price has had a great month, posting...
Board Change • Aug 14Less 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. 4 non-independent directors. Independent Outside Director Nobuhiko Komeya was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 29FreeBit Co., Ltd. to Report Q1, 2026 Results on Sep 12, 2025FreeBit Co., Ltd. announced that they will report Q1, 2026 results on Sep 12, 2025
分析記事 • Jun 20FreeBit's (TSE:3843) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by FreeBit Co., Ltd. ( TSE:3843 ). While the headline numbers...
Buy Or Sell Opportunity • Jun 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to JP¥1,411. The fair value is estimated to be JP¥1,784, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.
Reported Earnings • Jun 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥136 (down from JP¥179 in FY 2024). Revenue: JP¥55.1b (up 3.8% from FY 2024). Net income: JP¥2.75b (down 23% from FY 2024). Profit margin: 5.0% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 4.3%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% 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 • Jun 13FreeBit Co., Ltd., Annual General Meeting, Jul 24, 2025FreeBit Co., Ltd., Annual General Meeting, Jul 24, 2025.
お知らせ • Apr 23FreeBit Co., Ltd. to Report Fiscal Year 2025 Results on Jun 13, 2025FreeBit Co., Ltd. announced that they will report fiscal year 2025 results on Jun 13, 2025
Upcoming Dividend • Apr 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 11 July 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.3%).
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¥1,280, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 51% over the past three years.
お知らせ • Apr 04FreeBit Co., Ltd. announced that it has received ¥2.042373328 billion in funding from SoftBank Corp.On April 3, 2025, FreeBit Co., Ltd. closed the transaction.
分析記事 • Mar 19FreeBit (TSE:3843) Is Increasing Its Dividend To ¥30.00The board of FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be paying its dividend of ¥30.00 on the 11th of...
Reported Earnings • Mar 15Third quarter 2025 earnings released: EPS: JP¥37.61 (vs JP¥44.46 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.61 (down from JP¥44.46 in 3Q 2024). Revenue: JP¥13.9b (up 7.8% from 3Q 2024). Net income: JP¥759.0m (down 14% from 3Q 2024). Profit margin: 5.4% (down from 6.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 10FreeBit (TSE:3843) Is Increasing Its Dividend To ¥30.00The board of FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be paying its dividend of ¥30.00 on the 11th of...
New Risk • Feb 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 5.7% 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. This is currently the only risk that has been identified for the company.
分析記事 • Jan 26FreeBit's (TSE:3843) Upcoming Dividend Will Be Larger Than Last Year'sFreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Jan 25FreeBit Co., Ltd. to Report Q3, 2025 Results on Mar 14, 2025FreeBit Co., Ltd. announced that they will report Q3, 2025 results on Mar 14, 2025
分析記事 • Dec 17FreeBit (TSE:3843) Is Increasing Its Dividend To ¥30.00FreeBit Co., Ltd. ( TSE:3843 ) will increase its dividend from last year's comparable payment on the 11th of July to...
Declared Dividend • Dec 16Dividend increased to JP¥30.00Dividend of JP¥30.00 is 11% higher than last year. Ex-date: 28th April 2025 Payment date: 11th July 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Dec 15Second quarter 2025 earnings released: EPS: JP¥47.44 (vs JP¥55.94 in 2Q 2024)Second quarter 2025 results: EPS: JP¥47.44 (down from JP¥55.94 in 2Q 2024). Revenue: JP¥13.3b (up 2.3% from 2Q 2024). Net income: JP¥955.0m (down 14% from 2Q 2024). Profit margin: 7.2% (down from 8.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 26FreeBit Co., Ltd.'s (TSE:3843) Price Is Right But Growth Is Lacking After Shares Rocket 26%FreeBit Co., Ltd. ( TSE:3843 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
分析記事 • Oct 31Does FreeBit (TSE:3843) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Oct 26FreeBit Co., Ltd. to Report Q2, 2025 Results on Dec 13, 2024FreeBit Co., Ltd. announced that they will report Q2, 2025 results on Dec 13, 2024
Reported Earnings • Sep 17First quarter 2025 earnings released: EPS: JP¥40.71 (vs JP¥43.24 in 1Q 2024)First quarter 2025 results: EPS: JP¥40.71 (down from JP¥43.24 in 1Q 2024). Revenue: JP¥13.3b (down 5.3% from 1Q 2024). Net income: JP¥813.0m (down 5.8% from 1Q 2024). Profit margin: 6.1% (in line with 1Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom 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 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 13+ 1 more updateFreebit Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending April 30, 2025FreeBit Co., Ltd. provided dividend guidance for the fiscal year ending April 30, 2025. For the year, the company expects dividend of JPY 30.00 per share against JPY 27.00 per share a year ago.
分析記事 • Aug 06Benign Growth For FreeBit Co., Ltd. (TSE:3843) Underpins Stock's 27% PlummetUnfortunately for some shareholders, the FreeBit Co., Ltd. ( TSE:3843 ) share price has dived 27% in the last thirty...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥980, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 34% over the past three years.
お知らせ • Jul 27FreeBit Co., Ltd. to Report Q1, 2025 Results on Sep 13, 2024FreeBit Co., Ltd. announced that they will report Q1, 2025 results on Sep 13, 2024
Buy Or Sell Opportunity • Jul 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to JP¥1,382. The fair value is estimated to be JP¥1,731, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.
Reported Earnings • Jun 16Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥179 (up from JP¥95.07 in FY 2023). Revenue: JP¥53.0b (up 13% from FY 2023). Net income: JP¥3.57b (up 99% from FY 2023). Profit margin: 6.7% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 9.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Telecom 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 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 15FreeBit Co., Ltd., Annual General Meeting, Jul 25, 2024FreeBit Co., Ltd., Annual General Meeting, Jul 25, 2024.
分析記事 • Apr 23FreeBit (TSE:3843) Has Announced That It Will Be Increasing Its Dividend To ¥27.00FreeBit Co., Ltd. ( TSE:3843 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Apr 22FreeBit Co., Ltd. to Report Fiscal Year 2024 Results on Jun 14, 2024FreeBit Co., Ltd. announced that they will report fiscal year 2024 results on Jun 14, 2024
Upcoming Dividend • Apr 19Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 13 July 2024. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.8%).
分析記事 • Mar 29Investors Aren't Buying FreeBit Co., Ltd.'s (TSE:3843) EarningsFreeBit Co., Ltd.'s ( TSE:3843 ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right now...
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,358, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 43% over the past three years.
分析記事 • Mar 12FreeBit (TSE:3843) Is Increasing Its Dividend To ¥27.00FreeBit Co., Ltd. ( TSE:3843 ) will increase its dividend from last year's comparable payment on the 13th of July to...
Reported Earnings • Mar 09Third quarter 2024 earnings released: EPS: JP¥44.46 (vs JP¥43.22 in 3Q 2023)Third quarter 2024 results: EPS: JP¥44.46 (up from JP¥43.22 in 3Q 2023). Revenue: JP¥12.9b (up 11% from 3Q 2023). Net income: JP¥888.0m (up 9.2% from 3Q 2023). Profit margin: 6.9% (down from 7.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom 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 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 18FreeBit Co., Ltd. to Report Q3, 2024 Results on Mar 08, 2024FreeBit Co., Ltd. announced that they will report Q3, 2024 results on Mar 08, 2024
Reported Earnings • Dec 12Second quarter 2024 earnings released: EPS: JP¥55.94 (vs JP¥28.61 in 2Q 2023)Second quarter 2024 results: EPS: JP¥55.94 (up from JP¥28.61 in 2Q 2023). Revenue: JP¥13.0b (up 14% from 2Q 2023). Net income: JP¥1.12b (up 108% from 2Q 2023). Profit margin: 8.6% (up from 4.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 09+ 1 more updateFreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2024FreeBit Co., Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales to be JPY 53,000 million, Operating profit to be JPY 5,500 million, Profit attributable to owners of parent to be JPY 3,000 million and Basic earnings per share to be JPY 150.27.
お知らせ • Oct 13FreeBit Co., Ltd. to Report Q2, 2024 Results on Dec 08, 2023FreeBit Co., Ltd. announced that they will report Q2, 2024 results on Dec 08, 2023
Board Change • Aug 17Less 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. 4 non-independent directors. Independent Outside Director Nobuhiko Komeya was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 02Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥95.07 (up from JP¥41.82 in FY 2022). Revenue: JP¥46.8b (up 8.6% from FY 2022). Net income: JP¥1.79b (up 117% from FY 2022). Profit margin: 3.8% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 13New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (6.2% increase in shares outstanding).
Reported Earnings • Jun 11Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥95.07 (up from JP¥41.82 in FY 2022). Revenue: JP¥46.8b (up 8.6% from FY 2022). Net income: JP¥1.79b (up 117% from FY 2022). Profit margin: 3.8% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 11FreeBit Co., Ltd., Annual General Meeting, Jul 27, 2023FreeBit Co., Ltd., Annual General Meeting, Jul 27, 2023.
Upcoming Dividend • Apr 20Upcoming dividend of JP¥7.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.9%).
Buying Opportunity • Mar 20Now 21% undervaluedOver the last 90 days, the stock is up 36%. The fair value is estimated to be JP¥1,704, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 53% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,384, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,704 per share.
Reported Earnings • Mar 11Third quarter 2023 earnings released: EPS: JP¥43.22 (vs JP¥26.40 in 3Q 2022)Third quarter 2023 results: EPS: JP¥43.22 (up from JP¥26.40 in 3Q 2022). Revenue: JP¥11.6b (up 9.7% from 3Q 2022). Net income: JP¥813.0m (up 62% from 3Q 2022). Profit margin: 7.0% (up from 4.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 28% per year.
Buying Opportunity • Feb 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be JP¥1,405, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 41%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 132% in the next 2 years.
お知らせ • Jan 25FreeBit Co., Ltd. to Report Q3, 2023 Results on Mar 10, 2023FreeBit Co., Ltd. announced that they will report Q3, 2023 results on Mar 10, 2023
Reported Earnings • Dec 11Second quarter 2023 earnings released: EPS: JP¥28.61 (vs JP¥27.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥28.61. Revenue: JP¥11.4b (up 6.9% from 2Q 2022). Net income: JP¥538.0m (down 3.4% from 2Q 2022). Profit margin: 4.7% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in Japan.
お知らせ • Dec 10FreeBit Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending April 30, 2023FreeBit Co., Ltd. provided earnings guidance for the fiscal year ending April 30, 2023. For the period, the company expects net sales to be JPY 46,000 million, Operating profit to be JPY 2,900 million, Profit attributable to owners of parent to be JPY 700 million and Basic earnings per share to be JPY 37.23.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Kazumasa Yoshida was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 19FreeBit Co., Ltd. to Report Q2, 2023 Results on Dec 09, 2022FreeBit Co., Ltd. announced that they will report Q2, 2023 results on Dec 09, 2022
お知らせ • Sep 10FreeBit Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending April 2023FreeBit Co., Ltd. provided earnings guidance for the fiscal year ending April 2023. For the period, the company expects net sales to be JPY 46,000 million, Operating profit to be JPY 2,900 million, Profit attributable to owners of parent to be JPY 700 million and Basic earnings per share to be JPY 37.23.
Reported Earnings • Aug 03Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥41.82 (down from JP¥74.03 in FY 2021). Revenue: JP¥43.1b (down 17% from FY 2021). Net income: JP¥827.0m (down 48% from FY 2021). Profit margin: 1.9% (down from 3.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 5.9%, compared to a 3.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jul 28FreeBit Co., Ltd. to Report Q1, 2023 Results on Sep 09, 2022FreeBit Co., Ltd. announced that they will report Q1, 2023 results on Sep 09, 2022
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥758, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Telecom industry in Japan. Total loss to shareholders of 41% over the past three years.
Reported Earnings • Jun 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥41.82 (down from JP¥74.03 in FY 2021). Revenue: JP¥43.1b (down 17% from FY 2021). Net income: JP¥827.0m (down 48% from FY 2021). Profit margin: 1.9% (down from 3.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 6.4%, compared to a 3.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jun 11FreeBit Co., Ltd. Announces Dividend for the Year Ended April 2022, Payable on July 14, 2022FreeBit Co., Ltd. announced dividend of JPY 7.50 per share for the year ended April 2022 compared to JPY 7.00 per share paid a year ago. The dividend payable on July 14, 2022.
お知らせ • Jun 10FreeBit Co., Ltd., Annual General Meeting, Jul 28, 2022FreeBit Co., Ltd., Annual General Meeting, Jul 28, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Kazumasa Yoshida was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 21FreeBit Co., Ltd. to Report Fiscal Year 2022 Results on Jun 10, 2022FreeBit Co., Ltd. announced that they will report fiscal year 2022 results on Jun 10, 2022
Reported Earnings • Mar 13Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥26.40 (down from JP¥36.40 in 3Q 2021). Revenue: JP¥10.6b (down 5.2% from 3Q 2021). Net income: JP¥502.0m (down 34% from 3Q 2021). Profit margin: 4.7% (down from 6.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 83%. Over the next year, revenue is forecast to grow 2.7%, compared to a 1.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Dec 18FreeBit Co., Ltd. (TSE:3843) announces an Equity Buyback for 300,000 shares, representing 1.57% for ¥400 million.FreeBit Co., Ltd. (TSE:3843) announces a share repurchase program. Under the program, the company will repurchase 300,000 shares, representing 1.57% of its share capital, for ¥400 million. The company will repurchase its shares in order to increase its value per share in response to changes in the stock market and to implement agile capital policies in response to changes in the business environment. The program will run until March 31, 2022. As of December 15, 2021, the company had 19,100,031 shares outstanding (including treasury shares) and 4,313,969 shares in treasury.
Reported Earnings • Dec 14Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: JP¥27.49 (down from JP¥54.50 in 2Q 2021). Revenue: JP¥10.7b (down 27% from 2Q 2021). Net income: JP¥557.0m (down 53% from 2Q 2021). Profit margin: 5.2% (down from 8.1% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 83%. Earnings per share (EPS) surpassed analyst estimates by 83%. Over the next year, revenue is forecast to stay flat compared to a 1.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 12FreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending April 30, 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the year ending April 30, 2022. For the year ending April 30, 2022, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million and profit attributable to owners of parent of JPY 600 million or JPY 29.09 per basic share.
Reported Earnings • Sep 13First quarter 2022 earnings released: EPS JP¥26.82 (vs JP¥9.93 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¥10.7b (down 21% from 1Q 2021). Net income: JP¥563.0m (up 158% from 1Q 2021). Profit margin: 5.3% (up from 1.6% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 12FreeBit Co., Ltd. Provides Consolidated Earnings Guidance for the Ending April 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the ending April 2022. For the year, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 600 million and basic earnings per share of JPY 28.58.
お知らせ • Sep 11FreeBit Co., Ltd. (TSE:3843) announces an Equity Buyback for 500,000 shares, representing 2.38% for ¥500 million.FreeBit Co., Ltd. (TSE:3843) announces a share repurchase program. Under the program, the company will repurchase 500,000 shares, representing 2.38% of its share capital, at ¥1,000 per share for ¥500 million. The company will repurchase its shares in order to increase its value per share in response to changes in the stock market and to implement agile capital policies in response to changes in the business environment. The program will run until December 10, 2021. As of September 9, 2021, the company had 21,002,931 shares outstanding (including treasury shares) and 2,411,069 shares in treasury.
Reported Earnings • Aug 03Full year 2021 earnings released: EPS JP¥74.03 (vs JP¥27.91 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥52.0b (down 5.9% from FY 2020). Net income: JP¥1.59b (up JP¥2.21b from FY 2020). Profit margin: 3.0% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥801, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Telecom industry in Japan. Total loss to shareholders of 41% over the past three years.
Reported Earnings • Jun 14Full year 2021 earnings released: EPS JP¥74.03 (vs JP¥27.91 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥52.0b (down 5.9% from FY 2020). Net income: JP¥1.59b (up JP¥2.21b from FY 2020). Profit margin: 3.0% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Jun 12Freebit Co., Ltd. Provides Consolidated Earnings Guidance for the Ending April 2022FreeBit Co., Ltd. provided consolidated earnings guidance for the ending April 2022. For the year, the company expects net sales of JPY 43,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 600 million and basic earnings per share of JPY 28.01.
Reported Earnings • Mar 18Third quarter 2021 earnings released: EPS JP¥36.40 (vs JP¥2.57 loss 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 14% from 3Q 2020). Net income: JP¥763.0m (up JP¥820.0m from 3Q 2020). Profit margin: 6.8% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 15New 90-day high: JP¥1,035The company is up 2.0% from a price of JP¥1,010 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Lagged the Telecom industry, which is up 6.0% over the same period.
お知らせ • Jan 24FreeBit Co., Ltd. to Report Q3, 2021 Results on Mar 16, 2021FreeBit Co., Ltd. announced that they will report Q3, 2021 results on Mar 16, 2021
Is New 90 Day High Low • Dec 14New 90-day high: JP¥1,109The company is up 16% from its price of JP¥959 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 12% over the same period.
お知らせ • Jul 26FreeBit Co., Ltd. to Report Q1, 2021 Results on Sep 11, 2020FreeBit Co., Ltd. announced that they will report Q1, 2021 results on Sep 11, 2020