BENEFIT JAPAN（3934）株式概要株式会社ベネフィット・ジャパンは、日本国内でインターネット通信事業を行っている。 詳細3934 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金2/6報酬株価収益率（ 13.1 x） JP市場（ 13.8 x）を下回っています。過去5年間の収益は年間0.03%増加しました。 リスク分析高いレベルの非現金収入 意味のある時価総額がありません ( ¥13B )3.57%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る3934 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.21k12.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture027b2016201920222025202620282031Revenue JP¥26.8bEarnings JP¥1.4bAdvancedSet Fair ValueView all narrativesBENEFIT JAPAN Co., Ltd. 競合他社FibergateSymbol: TSE:9450Market cap: JP¥14.1bBroadmediaSymbol: TSE:4347Market cap: JP¥14.0bBroad EnterpriseLtdSymbol: TSE:4415Market cap: JP¥7.9bFreeBitSymbol: TSE:3843Market cap: JP¥29.9b価格と性能株価の高値、安値、推移の概要BENEFIT JAPAN過去の株価現在の株価JP¥2,210.0052週高値JP¥2,270.0052週安値JP¥1,525.00ベータ0.731ヶ月の変化15.10%3ヶ月変化-0.90%1年変化42.76%3年間の変化86.50%5年間の変化8.81%IPOからの変化139.26%最新ニュース分析記事 • May 15BENEFIT JAPAN's (TSE:3934) Profits Appear To Have Quality IssuesThe market for BENEFIT JAPAN Co., Ltd.'s ( TSE:3934 ) stock was strong after it released a healthy earnings report last...New Risk • May 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥12.9b market cap, or US$81.7m).Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥169 (vs JP¥141 in FY 2025)Full year 2026 results: EPS: JP¥169 (up from JP¥141 in FY 2025). Revenue: JP¥18.4b (up 44% from FY 2025). Net income: JP¥995.0m (up 20% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 08+ 1 more updateBENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 24, 2026BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥79.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).分析記事 • Feb 13Here's Why We Think BENEFIT JAPAN (TSE:3934) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...最新情報をもっと見るRecent updates分析記事 • May 15BENEFIT JAPAN's (TSE:3934) Profits Appear To Have Quality IssuesThe market for BENEFIT JAPAN Co., Ltd.'s ( TSE:3934 ) stock was strong after it released a healthy earnings report last...New Risk • May 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥12.9b market cap, or US$81.7m).Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥169 (vs JP¥141 in FY 2025)Full year 2026 results: EPS: JP¥169 (up from JP¥141 in FY 2025). Revenue: JP¥18.4b (up 44% from FY 2025). Net income: JP¥995.0m (up 20% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 08+ 1 more updateBENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 24, 2026BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥79.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).分析記事 • Feb 13Here's Why We Think BENEFIT JAPAN (TSE:3934) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥47.84 (vs JP¥43.49 in 3Q 2025)Third quarter 2026 results: EPS: JP¥47.84 (up from JP¥43.49 in 3Q 2025). Revenue: JP¥4.88b (up 50% from 3Q 2025). Net income: JP¥281.0m (up 9.8% from 3Q 2025). Profit margin: 5.8% (down from 7.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥30.51 (vs JP¥33.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.51 (down from JP¥33.26 in 2Q 2025). Revenue: JP¥4.08b (up 27% from 2Q 2025). Net income: JP¥179.0m (down 8.7% from 2Q 2025). Profit margin: 4.4% (down from 6.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.お知らせ • Sep 02+ 1 more updateBENEFIT JAPAN Co., Ltd. to Report Q2, 2026 Results on Nov 10, 2025BENEFIT JAPAN Co., Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥42.96 (vs JP¥24.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.96 (up from JP¥24.11 in 1Q 2025). Revenue: JP¥3.86b (up 28% from 1Q 2025). Net income: JP¥252.0m (up 78% from 1Q 2025). Profit margin: 6.5% (up from 4.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jul 02BENEFIT JAPAN Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025BENEFIT JAPAN Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥141 (vs JP¥124 in FY 2024)Full year 2025 results: EPS: JP¥141 (up from JP¥124 in FY 2024). Revenue: JP¥12.7b (down 2.4% from FY 2024). Net income: JP¥830.0m (up 13% from FY 2024). Profit margin: 6.5% (up from 5.6% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,840, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 13x in the Telecom industry in Japan. Total loss to shareholders of 1.6% over the past three years.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,522, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 13x in the Telecom industry in Japan. Total loss to shareholders of 19% over the past three years.New Risk • May 12New 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 9.8% 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 Risks Share price has been highly volatile over the past 3 months (9.8% average weekly change). Earnings have declined by 3.4% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥9.38b market cap, or US$63.2m).Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥141 (vs JP¥124 in FY 2024)Full year 2025 results: EPS: JP¥141 (up from JP¥124 in FY 2024). Revenue: JP¥12.7b (down 2.4% from FY 2024). Net income: JP¥830.0m (up 13% from FY 2024). Profit margin: 6.5% (up from 5.6% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.お知らせ • May 09BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 25, 2025BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 25, 2025.分析記事 • May 07BENEFIT JAPAN Co., Ltd. (TSE:3934) Surges 30% Yet Its Low P/E Is No Reason For ExcitementBENEFIT JAPAN Co., Ltd. ( TSE:3934 ) shares have had a really impressive month, gaining 30% after a shaky period...分析記事 • May 02BENEFIT JAPAN (TSE:3934) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,289, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 13x in the Telecom industry in Japan. Total loss to shareholders of 33% over the past three years.お知らせ • Mar 27BENEFIT JAPAN Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025BENEFIT JAPAN Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥43.49 (vs JP¥20.14 in 3Q 2024)Third quarter 2025 results: EPS: JP¥43.49 (up from JP¥20.14 in 3Q 2024). Revenue: JP¥3.26b (flat on 3Q 2024). Net income: JP¥256.0m (up 115% from 3Q 2024). Profit margin: 7.9% (up from 3.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥33.26 (vs JP¥49.51 in 2Q 2024)Second quarter 2025 results: EPS: JP¥33.26 (down from JP¥49.51 in 2Q 2024). Revenue: JP¥3.21b (down 3.4% from 2Q 2024). Net income: JP¥196.0m (down 33% from 2Q 2024). Profit margin: 6.1% (down from 8.8% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.分析記事 • Nov 07BENEFIT JAPAN (TSE:3934) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥24.11 (vs JP¥23.17 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.11 (up from JP¥23.17 in 1Q 2024). Revenue: JP¥3.01b (down 6.9% from 1Q 2024). Net income: JP¥142.0m (up 2.9% from 1Q 2024). Profit margin: 4.7% (up from 4.3% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.分析記事 • Aug 13Investors Aren't Buying BENEFIT JAPAN Co., Ltd.'s (TSE:3934) EarningsBENEFIT JAPAN Co., Ltd.'s ( TSE:3934 ) price-to-earnings (or "P/E") ratio of 8.7x might make it look like a buy right...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥957, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Telecom industry in Japan. Total loss to shareholders of 52% over the past three years.Buy Or Sell Opportunity • Jul 24Now 22% undervaluedOver the last 90 days, the stock has risen 6.9% to JP¥1,220. The fair value is estimated to be JP¥1,572, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has declined by 11%.Buy Or Sell Opportunity • Jul 01Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,257. The fair value is estimated to be JP¥1,572, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has declined by 11%.お知らせ • Jun 28+ 2 more updatesBENEFIT JAPAN Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024BENEFIT JAPAN Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024New Risk • Jun 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Market cap is less than US$100m (JP¥6.93b market cap, or US$44.4m).分析記事 • May 21BENEFIT JAPAN's (TSE:3934) Earnings Are Of Questionable QualityBENEFIT JAPAN Co., Ltd.'s ( TSE:3934 ) robust earnings report didn't manage to move the market for its stock. Our...Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥124 (vs JP¥94.09 in FY 2023)Full year 2024 results: EPS: JP¥124 (up from JP¥94.09 in FY 2023). Revenue: JP¥13.1b (up 4.0% from FY 2023). Net income: JP¥734.0m (up 31% from FY 2023). Profit margin: 5.6% (up from 4.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.お知らせ • May 12BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 26, 2024BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 26, 2024.分析記事 • Apr 26Is BENEFIT JAPAN (TSE:3934) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Mar 30BENEFIT JAPAN Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024BENEFIT JAPAN Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.6%).Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥20.14 (vs JP¥27.21 in 3Q 2023)Third quarter 2024 results: EPS: JP¥20.14 (down from JP¥27.21 in 3Q 2023). Revenue: JP¥3.26b (up 2.1% from 3Q 2023). Net income: JP¥119.0m (down 27% from 3Q 2023). Profit margin: 3.7% (down from 5.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.Reported Earnings • Nov 13Second quarter 2024 earnings released: EPS: JP¥49.51 (vs JP¥4.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.51 (up from JP¥4.87 in 2Q 2023). Revenue: JP¥3.33b (up 4.5% from 2Q 2023). Net income: JP¥294.0m (up JP¥265.0m from 2Q 2023). Profit margin: 8.8% (up from 0.9% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥23.17 (vs JP¥10.42 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.17 (up from JP¥10.42 in 1Q 2023). Revenue: JP¥3.23b (up 5.0% from 1Q 2023). Net income: JP¥138.0m (up 123% from 1Q 2023). Profit margin: 4.3% (up from 2.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Jun 08BENEFIT JAPAN Co., Ltd. (TSE:3934) announces an Equity Buyback for 100,000 shares, representing 1.68% for ¥125 million.BENEFIT JAPAN Co., Ltd. (TSE:3934) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.68% of its issued share capital (excluding treasury stock), for ¥125 million. The purpose of the program is to return profits to shareholders by improving capital efficiency through execution of a flexible capital policy. The program will run until June 7, 2024. As of March 31, 2023, the company had 5,960,560 shares in issue (excluding treasury stock) and 1,894 shares in treasury.お知らせ • Jun 02+ 2 more updatesBENEFIT JAPAN Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024BENEFIT JAPAN Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024お知らせ • May 12BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 27, 2023BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 27, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥94.09 (vs JP¥177 in FY 2022)Full year 2023 results: EPS: JP¥94.09 (down from JP¥177 in FY 2022). Revenue: JP¥12.6b (up 8.6% from FY 2022). Net income: JP¥560.0m (down 47% from FY 2022). Profit margin: 4.5% (down from 9.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 9.8% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.9%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥27.21 (vs JP¥39.03 in 3Q 2022)Third quarter 2023 results: EPS: JP¥27.21 (down from JP¥39.03 in 3Q 2022). Revenue: JP¥3.19b (up 8.6% from 3Q 2022). Net income: JP¥162.0m (down 30% from 3Q 2022). Profit margin: 5.1% (down from 7.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 29BENEFIT JAPAN Co.,LTD. to Report Q3, 2023 Results on Feb 10, 2023BENEFIT JAPAN Co.,LTD. announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Masami Mishima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥4.87 (vs JP¥49.50 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.87 (down from JP¥49.50 in 2Q 2022). Revenue: JP¥3.18b (up 8.0% from 2Q 2022). Net income: JP¥29.0m (down 90% from 2Q 2022). Profit margin: 0.9% (down from 10.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% 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 • Sep 28BENEFIT JAPAN Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022BENEFIT JAPAN Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥10.42 (vs JP¥39.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.42 (down from JP¥39.03 in 1Q 2022). Revenue: JP¥3.08b (up 9.1% from 1Q 2022). Net income: JP¥62.0m (down 73% from 1Q 2022). Profit margin: 2.0% (down from 8.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.お知らせ • Jun 01BENEFIT JAPAN Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022BENEFIT JAPAN Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022お知らせ • May 12BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 28, 2022BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 28, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥177 (vs JP¥154 in FY 2021)Full year 2022 results: EPS: JP¥177 (up from JP¥154 in FY 2021). Revenue: JP¥11.6b (up 16% from FY 2021). Net income: JP¥1.05b (up 15% from FY 2021). Profit margin: 9.1% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Less 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. 8 non-independent directors. Independent Outside Director Norimasa 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 07BENEFIT JAPAN Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022BENEFIT JAPAN Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥39.03 (down from JP¥48.84 in 3Q 2021). Revenue: JP¥2.94b (up 12% from 3Q 2021). Net income: JP¥232.0m (down 20% from 3Q 2021). Profit margin: 7.9% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS JP¥49.50 (vs JP¥42.62 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥2.95b (up 14% from 2Q 2021). Net income: JP¥294.0m (up 17% from 2Q 2021). Profit margin: 10.0% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥39.03 (vs JP¥35.09 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥2.82b (up 38% from 1Q 2021). Net income: JP¥231.0m (up 12% from 1Q 2021). Profit margin: 8.2% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,367, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 18x in the Telecom industry in Japan. Total returns to shareholders of 143% over the past three years.Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥154 (vs JP¥127 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥9.95b (up 29% from FY 2020). Net income: JP¥912.0m (up 22% from FY 2020). Profit margin: 9.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥154 (vs JP¥127 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥9.95b (up 29% from FY 2020). Net income: JP¥912.0m (up 22% from FY 2020). Profit margin: 9.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 20% 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 • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (3.3%).Is New 90 Day High Low • Mar 04New 90-day low: JP¥1,652The company is down 8.0% from its price of JP¥1,805 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 8.0% over the same period.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥48.84 (vs JP¥29.85 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.62b (up 34% from 3Q 2020). Net income: JP¥289.0m (up 64% from 3Q 2020). Profit margin: 11% (up from 9.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 07Market pulls back on stock over the past weekAfter last week's 19% share price decline to JP¥1,678, the stock is trading at a trailing P/E ratio of 12.6x, down from the previous P/E ratio of 15.5x. This compares to an average P/E of 30x in the Telecom industry in Japan. Total returns to shareholders over the past three years are 51%.株主還元3934JP TelecomJP 市場7D2.5%0.6%1.2%1Y42.8%1.2%42.1%株主還元を見る業界別リターン: 3934過去 1 年間で1.8 % の収益を上げたJP Telecom業界を上回りました。リターン対市場: 3934過去 1 年間で41.3 % の収益を上げたJP市場を上回りました。価格変動Is 3934's price volatile compared to industry and market?3934 volatility3934 Average Weekly Movement4.6%Telecom Industry Average Movement4.4%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 3934 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3934の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1996318Hiroshi Sakumawww.benefitjapan.co.jp株式会社ベネフィットジャパンは、日本国内でインターネット通信事業を行っている。仮想移動体通信事業者、モバイルWi-Fi、コミュニケーションロボット、SIMカード、スマートフォン、光インターネット接続などの各種製品・サービスや、アプリ、コンテンツ、各種サポートなどのオプションサービスを提供。また、ロボット事業、リユース事業、ウォーターサーバー事業なども行っている。1996年に法人化され、大阪に本社を置く。もっと見るBENEFIT JAPAN Co., Ltd. 基礎のまとめBENEFIT JAPAN の収益と売上を時価総額と比較するとどうか。3934 基礎統計学時価総額JP¥13.03b収益（TTM）JP¥995.00m売上高(TTM)JP¥18.39b13.1xPER（株価収益率0.7xP/Sレシオ3934 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3934 損益計算書（TTM）収益JP¥18.39b売上原価JP¥7.93b売上総利益JP¥10.47bその他の費用JP¥9.47b収益JP¥995.00m直近の収益報告Mar 31, 2026次回決算日Aug 10, 2026一株当たり利益（EPS）168.78グロス・マージン56.91%純利益率5.41%有利子負債／自己資本比率23.3%3934 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.6%現在の配当利回り27%配当性向3934 配当は確実ですか？3934 配当履歴とベンチマークを見る3934 、いつまでに購入すれば配当金を受け取れますか？BENEFIT JAPAN 配当日配当落ち日Mar 30 2026配当支払日Jun 04 2026配当落ちまでの日数54 days配当支払日までの日数12 days3934 配当は確実ですか？3934 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 07:54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BENEFIT JAPAN Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yoshio AndoDaiwa Securities Co. Ltd.Kaname FujitaIchiyoshi Research Institute Inc.
分析記事 • May 15BENEFIT JAPAN's (TSE:3934) Profits Appear To Have Quality IssuesThe market for BENEFIT JAPAN Co., Ltd.'s ( TSE:3934 ) stock was strong after it released a healthy earnings report last...
New Risk • May 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥12.9b market cap, or US$81.7m).
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥169 (vs JP¥141 in FY 2025)Full year 2026 results: EPS: JP¥169 (up from JP¥141 in FY 2025). Revenue: JP¥18.4b (up 44% from FY 2025). Net income: JP¥995.0m (up 20% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 08+ 1 more updateBENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 24, 2026BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥79.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
分析記事 • Feb 13Here's Why We Think BENEFIT JAPAN (TSE:3934) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • May 15BENEFIT JAPAN's (TSE:3934) Profits Appear To Have Quality IssuesThe market for BENEFIT JAPAN Co., Ltd.'s ( TSE:3934 ) stock was strong after it released a healthy earnings report last...
New Risk • May 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥12.9b market cap, or US$81.7m).
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥169 (vs JP¥141 in FY 2025)Full year 2026 results: EPS: JP¥169 (up from JP¥141 in FY 2025). Revenue: JP¥18.4b (up 44% from FY 2025). Net income: JP¥995.0m (up 20% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 08+ 1 more updateBENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 24, 2026BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥79.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
分析記事 • Feb 13Here's Why We Think BENEFIT JAPAN (TSE:3934) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥47.84 (vs JP¥43.49 in 3Q 2025)Third quarter 2026 results: EPS: JP¥47.84 (up from JP¥43.49 in 3Q 2025). Revenue: JP¥4.88b (up 50% from 3Q 2025). Net income: JP¥281.0m (up 9.8% from 3Q 2025). Profit margin: 5.8% (down from 7.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥30.51 (vs JP¥33.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.51 (down from JP¥33.26 in 2Q 2025). Revenue: JP¥4.08b (up 27% from 2Q 2025). Net income: JP¥179.0m (down 8.7% from 2Q 2025). Profit margin: 4.4% (down from 6.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Sep 02+ 1 more updateBENEFIT JAPAN Co., Ltd. to Report Q2, 2026 Results on Nov 10, 2025BENEFIT JAPAN Co., Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥42.96 (vs JP¥24.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.96 (up from JP¥24.11 in 1Q 2025). Revenue: JP¥3.86b (up 28% from 1Q 2025). Net income: JP¥252.0m (up 78% from 1Q 2025). Profit margin: 6.5% (up from 4.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jul 02BENEFIT JAPAN Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025BENEFIT JAPAN Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥141 (vs JP¥124 in FY 2024)Full year 2025 results: EPS: JP¥141 (up from JP¥124 in FY 2024). Revenue: JP¥12.7b (down 2.4% from FY 2024). Net income: JP¥830.0m (up 13% from FY 2024). Profit margin: 6.5% (up from 5.6% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,840, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 13x in the Telecom industry in Japan. Total loss to shareholders of 1.6% over the past three years.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,522, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 13x in the Telecom industry in Japan. Total loss to shareholders of 19% over the past three years.
New Risk • May 12New 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 9.8% 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 Risks Share price has been highly volatile over the past 3 months (9.8% average weekly change). Earnings have declined by 3.4% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥9.38b market cap, or US$63.2m).
Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥141 (vs JP¥124 in FY 2024)Full year 2025 results: EPS: JP¥141 (up from JP¥124 in FY 2024). Revenue: JP¥12.7b (down 2.4% from FY 2024). Net income: JP¥830.0m (up 13% from FY 2024). Profit margin: 6.5% (up from 5.6% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
お知らせ • May 09BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 25, 2025BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 25, 2025.
分析記事 • May 07BENEFIT JAPAN Co., Ltd. (TSE:3934) Surges 30% Yet Its Low P/E Is No Reason For ExcitementBENEFIT JAPAN Co., Ltd. ( TSE:3934 ) shares have had a really impressive month, gaining 30% after a shaky period...
分析記事 • May 02BENEFIT JAPAN (TSE:3934) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,289, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 13x in the Telecom industry in Japan. Total loss to shareholders of 33% over the past three years.
お知らせ • Mar 27BENEFIT JAPAN Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025BENEFIT JAPAN Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥43.49 (vs JP¥20.14 in 3Q 2024)Third quarter 2025 results: EPS: JP¥43.49 (up from JP¥20.14 in 3Q 2024). Revenue: JP¥3.26b (flat on 3Q 2024). Net income: JP¥256.0m (up 115% from 3Q 2024). Profit margin: 7.9% (up from 3.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥33.26 (vs JP¥49.51 in 2Q 2024)Second quarter 2025 results: EPS: JP¥33.26 (down from JP¥49.51 in 2Q 2024). Revenue: JP¥3.21b (down 3.4% from 2Q 2024). Net income: JP¥196.0m (down 33% from 2Q 2024). Profit margin: 6.1% (down from 8.8% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
分析記事 • Nov 07BENEFIT JAPAN (TSE:3934) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥24.11 (vs JP¥23.17 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.11 (up from JP¥23.17 in 1Q 2024). Revenue: JP¥3.01b (down 6.9% from 1Q 2024). Net income: JP¥142.0m (up 2.9% from 1Q 2024). Profit margin: 4.7% (up from 4.3% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
分析記事 • Aug 13Investors Aren't Buying BENEFIT JAPAN Co., Ltd.'s (TSE:3934) EarningsBENEFIT JAPAN Co., Ltd.'s ( TSE:3934 ) price-to-earnings (or "P/E") ratio of 8.7x might make it look like a buy right...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥957, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Telecom industry in Japan. Total loss to shareholders of 52% over the past three years.
Buy Or Sell Opportunity • Jul 24Now 22% undervaluedOver the last 90 days, the stock has risen 6.9% to JP¥1,220. The fair value is estimated to be JP¥1,572, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has declined by 11%.
Buy Or Sell Opportunity • Jul 01Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,257. The fair value is estimated to be JP¥1,572, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has declined by 11%.
お知らせ • Jun 28+ 2 more updatesBENEFIT JAPAN Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024BENEFIT JAPAN Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
New Risk • Jun 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Market cap is less than US$100m (JP¥6.93b market cap, or US$44.4m).
分析記事 • May 21BENEFIT JAPAN's (TSE:3934) Earnings Are Of Questionable QualityBENEFIT JAPAN Co., Ltd.'s ( TSE:3934 ) robust earnings report didn't manage to move the market for its stock. Our...
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥124 (vs JP¥94.09 in FY 2023)Full year 2024 results: EPS: JP¥124 (up from JP¥94.09 in FY 2023). Revenue: JP¥13.1b (up 4.0% from FY 2023). Net income: JP¥734.0m (up 31% from FY 2023). Profit margin: 5.6% (up from 4.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.
お知らせ • May 12BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 26, 2024BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 26, 2024.
分析記事 • Apr 26Is BENEFIT JAPAN (TSE:3934) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Mar 30BENEFIT JAPAN Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024BENEFIT JAPAN Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.6%).
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥20.14 (vs JP¥27.21 in 3Q 2023)Third quarter 2024 results: EPS: JP¥20.14 (down from JP¥27.21 in 3Q 2023). Revenue: JP¥3.26b (up 2.1% from 3Q 2023). Net income: JP¥119.0m (down 27% from 3Q 2023). Profit margin: 3.7% (down from 5.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.
Reported Earnings • Nov 13Second quarter 2024 earnings released: EPS: JP¥49.51 (vs JP¥4.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.51 (up from JP¥4.87 in 2Q 2023). Revenue: JP¥3.33b (up 4.5% from 2Q 2023). Net income: JP¥294.0m (up JP¥265.0m from 2Q 2023). Profit margin: 8.8% (up from 0.9% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥23.17 (vs JP¥10.42 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.17 (up from JP¥10.42 in 1Q 2023). Revenue: JP¥3.23b (up 5.0% from 1Q 2023). Net income: JP¥138.0m (up 123% from 1Q 2023). Profit margin: 4.3% (up from 2.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Jun 08BENEFIT JAPAN Co., Ltd. (TSE:3934) announces an Equity Buyback for 100,000 shares, representing 1.68% for ¥125 million.BENEFIT JAPAN Co., Ltd. (TSE:3934) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.68% of its issued share capital (excluding treasury stock), for ¥125 million. The purpose of the program is to return profits to shareholders by improving capital efficiency through execution of a flexible capital policy. The program will run until June 7, 2024. As of March 31, 2023, the company had 5,960,560 shares in issue (excluding treasury stock) and 1,894 shares in treasury.
お知らせ • Jun 02+ 2 more updatesBENEFIT JAPAN Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024BENEFIT JAPAN Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
お知らせ • May 12BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 27, 2023BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 27, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥94.09 (vs JP¥177 in FY 2022)Full year 2023 results: EPS: JP¥94.09 (down from JP¥177 in FY 2022). Revenue: JP¥12.6b (up 8.6% from FY 2022). Net income: JP¥560.0m (down 47% from FY 2022). Profit margin: 4.5% (down from 9.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 9.8% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.9%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥27.21 (vs JP¥39.03 in 3Q 2022)Third quarter 2023 results: EPS: JP¥27.21 (down from JP¥39.03 in 3Q 2022). Revenue: JP¥3.19b (up 8.6% from 3Q 2022). Net income: JP¥162.0m (down 30% from 3Q 2022). Profit margin: 5.1% (down from 7.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 29BENEFIT JAPAN Co.,LTD. to Report Q3, 2023 Results on Feb 10, 2023BENEFIT JAPAN Co.,LTD. announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Masami Mishima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥4.87 (vs JP¥49.50 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.87 (down from JP¥49.50 in 2Q 2022). Revenue: JP¥3.18b (up 8.0% from 2Q 2022). Net income: JP¥29.0m (down 90% from 2Q 2022). Profit margin: 0.9% (down from 10.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% 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 • Sep 28BENEFIT JAPAN Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022BENEFIT JAPAN Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥10.42 (vs JP¥39.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.42 (down from JP¥39.03 in 1Q 2022). Revenue: JP¥3.08b (up 9.1% from 1Q 2022). Net income: JP¥62.0m (down 73% from 1Q 2022). Profit margin: 2.0% (down from 8.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Jun 01BENEFIT JAPAN Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022BENEFIT JAPAN Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
お知らせ • May 12BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 28, 2022BENEFIT JAPAN Co., Ltd., Annual General Meeting, Jun 28, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥177 (vs JP¥154 in FY 2021)Full year 2022 results: EPS: JP¥177 (up from JP¥154 in FY 2021). Revenue: JP¥11.6b (up 16% from FY 2021). Net income: JP¥1.05b (up 15% from FY 2021). Profit margin: 9.1% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Less 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. 8 non-independent directors. Independent Outside Director Norimasa 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 07BENEFIT JAPAN Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022BENEFIT JAPAN Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥39.03 (down from JP¥48.84 in 3Q 2021). Revenue: JP¥2.94b (up 12% from 3Q 2021). Net income: JP¥232.0m (down 20% from 3Q 2021). Profit margin: 7.9% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS JP¥49.50 (vs JP¥42.62 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥2.95b (up 14% from 2Q 2021). Net income: JP¥294.0m (up 17% from 2Q 2021). Profit margin: 10.0% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥39.03 (vs JP¥35.09 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥2.82b (up 38% from 1Q 2021). Net income: JP¥231.0m (up 12% from 1Q 2021). Profit margin: 8.2% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,367, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 18x in the Telecom industry in Japan. Total returns to shareholders of 143% over the past three years.
Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥154 (vs JP¥127 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥9.95b (up 29% from FY 2020). Net income: JP¥912.0m (up 22% from FY 2020). Profit margin: 9.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥154 (vs JP¥127 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥9.95b (up 29% from FY 2020). Net income: JP¥912.0m (up 22% from FY 2020). Profit margin: 9.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 20% 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 • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (3.3%).
Is New 90 Day High Low • Mar 04New 90-day low: JP¥1,652The company is down 8.0% from its price of JP¥1,805 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 8.0% over the same period.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥48.84 (vs JP¥29.85 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.62b (up 34% from 3Q 2020). Net income: JP¥289.0m (up 64% from 3Q 2020). Profit margin: 11% (up from 9.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 07Market pulls back on stock over the past weekAfter last week's 19% share price decline to JP¥1,678, the stock is trading at a trailing P/E ratio of 12.6x, down from the previous P/E ratio of 15.5x. This compares to an average P/E of 30x in the Telecom industry in Japan. Total returns to shareholders over the past three years are 51%.
