U-NEXT HOLDINGSLtd（9418）株式概要株式会社U-NEXTホールディングスは、エンターテインメントサービスを提供しています。 詳細9418 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績3/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より50.8%で取引されている 収益は年間9.31%増加すると予測されています 過去5年間の収益は年間21%増加しました。 アナリストらは、株価が38.7%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、9418 、リスクは検出されなかった。すべてのリスクチェックを見る9418 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.60k13.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b609b2016201920222025202620282031Revenue JP¥609.0bEarnings JP¥27.6bAdvancedSet Fair ValueView all narrativesU-NEXT HOLDINGS Co.,Ltd. 競合他社FreeBitSymbol: TSE:3843Market cap: JP¥29.9bBroadmediaSymbol: TSE:4347Market cap: JP¥14.0bBENEFIT JAPANSymbol: TSE:3934Market cap: JP¥13.0bFibergateSymbol: TSE:9450Market cap: JP¥14.1b価格と性能株価の高値、安値、推移の概要U-NEXT HOLDINGSLtd過去の株価現在の株価JP¥1,602.0052週高値JP¥2,359.0052週安値JP¥1,504.00ベータ0.751ヶ月の変化-0.80%3ヶ月変化-12.89%1年変化-22.46%3年間の変化48.56%5年間の変化124.68%IPOからの変化210.06%最新ニュースReported Earnings • Apr 14Second quarter 2026 earnings released: EPS: JP¥29.67 (vs JP¥26.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.67 (up from JP¥26.99 in 2Q 2025). Revenue: JP¥108.2b (up 14% from 2Q 2025). Net income: JP¥5.35b (up 9.9% from 2Q 2025). Profit margin: 4.9% (down from 5.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% 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 21% per year whereas the company’s share price has increased by 19% per year.お知らせ • Apr 04U-NEXT HOLDINGS Co.,Ltd. to Report Q2, 2026 Results on Apr 13, 2026U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q2, 2026 results on Apr 13, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).分析記事 • Feb 02U-NEXT HOLDINGSLtd (TSE:9418) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥25.13 (vs JP¥25.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥25.13 (down from JP¥25.32 in 1Q 2025). Revenue: JP¥104.7b (up 14% from 1Q 2025). Net income: JP¥4.53b (flat on 1Q 2025). Profit margin: 4.3% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% 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 23% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 01Do U-NEXT HOLDINGSLtd's (TSE:9418) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...最新情報をもっと見るRecent updatesReported Earnings • Apr 14Second quarter 2026 earnings released: EPS: JP¥29.67 (vs JP¥26.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.67 (up from JP¥26.99 in 2Q 2025). Revenue: JP¥108.2b (up 14% from 2Q 2025). Net income: JP¥5.35b (up 9.9% from 2Q 2025). Profit margin: 4.9% (down from 5.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% 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 21% per year whereas the company’s share price has increased by 19% per year.お知らせ • Apr 04U-NEXT HOLDINGS Co.,Ltd. to Report Q2, 2026 Results on Apr 13, 2026U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q2, 2026 results on Apr 13, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).分析記事 • Feb 02U-NEXT HOLDINGSLtd (TSE:9418) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥25.13 (vs JP¥25.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥25.13 (down from JP¥25.32 in 1Q 2025). Revenue: JP¥104.7b (up 14% from 1Q 2025). Net income: JP¥4.53b (flat on 1Q 2025). Profit margin: 4.3% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% 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 23% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 01Do U-NEXT HOLDINGSLtd's (TSE:9418) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Dec 26U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) entered into a Share Transfer Agreement to acquire 70% stake in XING Inc. from Brother Industries, Ltd. (TSE:6448) for ¥17.5 billion.U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) entered into a Share Transfer Agreement to acquire 70% stake in XING Inc. from Brother Industries, Ltd. (TSE:6448) for ¥17.5 billion on December 24, 2025. The Acquisition is funded with the internal funds of U-NEXT HOLDINGS Co.,Ltd. For the period ending March 31, 2025, XING Inc. reported total revenue of ¥27.71 billion. As of March 31, 2025, XING Inc. reported total assets of ¥25.55 billion and total common equity of ¥14.5 billion. The expected completion of the transaction is April 1, 2026.お知らせ • Dec 13U-NEXT HOLDINGS Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026Declared Dividend • Dec 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 26th February 2026 Payment date: 26th May 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 70%.分析記事 • Dec 05U-NEXT HOLDINGS Co.,Ltd.'s (TSE:9418) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 19.6x U-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) may be sending bearish signals...Price Target Changed • Oct 23Price target increased by 8.3% to JP¥2,350Up from JP¥2,170, the current price target is an average from 4 analysts. New target price is 12% above last closing price of JP¥2,103. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥102 last year.Reported Earnings • Oct 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥85.14 in FY 2024). Revenue: JP¥390.4b (up 20% from FY 2024). Net income: JP¥18.4b (up 20% from FY 2024). Profit margin: 4.7% (in line with FY 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Revenue is forecast to grow 7.5% 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 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 14U-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 27, 2025U-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 27, 2025.分析記事 • Sep 30The Return Trends At U-NEXT HOLDINGSLtd (TSE:9418) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Price Target Changed • Sep 23Price target increased by 8.8% to JP¥2,255Up from JP¥2,073, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of JP¥2,096. Stock is up 11% over the past year. The company is forecast to post earnings per share of JP¥95.68 for next year compared to JP¥85.14 last year.お知らせ • Sep 12U-NEXT HOLDINGS Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 14, 2025U-NEXT HOLDINGS Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 14, 2025分析記事 • Sep 10Does U-NEXT HOLDINGSLtd (TSE:9418) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Upcoming Dividend • Aug 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).分析記事 • Aug 04U-NEXT HOLDINGS Co.,Ltd.'s (TSE:9418) Intrinsic Value Is Potentially 25% Below Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, U-NEXT HOLDINGSLtd fair value estimate is JP¥1,594 Current...Price Target Changed • Jul 16Price target increased by 9.3% to JP¥2,120Up from JP¥1,939, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,055. Stock is up 40% over the past year. The company is forecast to post earnings per share of JP¥98.13 for next year compared to JP¥85.14 last year.Reported Earnings • Jul 14Third quarter 2025 earnings released: EPS: JP¥22.90 (vs JP¥23.77 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.90 (down from JP¥23.77 in 3Q 2024). Revenue: JP¥96.7b (up 16% from 3Q 2024). Net income: JP¥4.13b (down 3.6% from 3Q 2024). Profit margin: 4.3% (down from 5.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% 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 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 24Getting In Cheap On U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) Might Be DifficultWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider U-NEXT...Buy Or Sell Opportunity • Jun 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to JP¥2,187. The fair value is estimated to be JP¥1,821, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.お知らせ • Jun 10U-NEXT HOLDINGS Co.,Ltd. to Report Q3, 2025 Results on Jul 10, 2025U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q3, 2025 results on Jul 10, 2025Buy Or Sell Opportunity • Jun 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to JP¥2,191. The fair value is estimated to be JP¥1,821, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.Declared Dividend • May 27First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2025 Payment date: 1st December 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%.分析記事 • May 23Here's Why U-NEXT HOLDINGSLtd (TSE:9418) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • May 09U-NEXT HOLDINGSLtd (TSE:9418) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Apr 13Earnings Update: U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsInvestors in U-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) had a good week, as its shares rose 5.6% to close at JP¥1,842...Reported Earnings • Apr 11Second quarter 2025 earnings released: EPS: JP¥26.99 (vs JP¥25.11 in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.99 (up from JP¥25.11 in 2Q 2024). Revenue: JP¥94.9b (up 21% from 2Q 2024). Net income: JP¥4.87b (up 7.5% from 2Q 2024). Profit margin: 5.1% (down from 5.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 10U-Next Holdings Co.,Ltd. Declares Dividend for the Second Quarter of Fiscal Year Ending August 31, 2025, Payable on May 26, 2025; Provides Dividend Guidance for Fiscal Year Ending August 31, 2025U-NEXT HOLDINGS Co.,Ltd. declared dividend for the Second Quarter of Fiscal Year Ending August 31, 2025. For the second quarter, the company expects a dividend of JPY 7.00 per share against JPY 16.00 per share a year ago. Scheduled date of commencing dividend payments: May 26, 2025. For the fiscal year Ending August 31, 2025, the company expects a dividend of JPY 7.00 per share against JPY 17.00 per share a year ago.分析記事 • Apr 07A Look At The Intrinsic Value Of U-NEXT HOLDINGS Co.,Ltd. (TSE:9418)Key Insights Using the 2 Stage Free Cash Flow to Equity, U-NEXT HOLDINGSLtd fair value estimate is JP¥1,993 U-NEXT...分析記事 • Mar 24Is Now The Time To Put U-NEXT HOLDINGSLtd (TSE:9418) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Mar 08U-NEXT HOLDINGS Co.,Ltd. to Report Q2, 2025 Results on Apr 10, 2025U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q2, 2025 results on Apr 10, 2025分析記事 • Feb 25Some Confidence Is Lacking In U-NEXT HOLDINGS Co.,Ltd.'s (TSE:9418) P/EU-NEXT HOLDINGS Co.,Ltd.'s ( TSE:9418 ) price-to-earnings (or "P/E") ratio of 20.6x might make it look like a strong...Upcoming Dividend • Feb 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 27 May 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).分析記事 • Jan 18Here's What Analysts Are Forecasting For U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) After Its First-Quarter ResultsIt's been a good week for U-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) shareholders, because the company has just released its...Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥75.96 (vs JP¥23.28 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.96 (up from JP¥23.28 in 1Q 2024). Revenue: JP¥91.9b (up 25% from 1Q 2024). Net income: JP¥4.57b (up 8.8% from 1Q 2024). Profit margin: 5.0% (down from 5.7% in 1Q 2024). 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 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 10Is U-NEXT HOLDINGSLtd (TSE:9418) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 27The Return Trends At U-NEXT HOLDINGSLtd (TSE:9418) Look PromisingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Declared Dividend • Dec 19Final dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 27th February 2025 Payment date: 27th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 39%.お知らせ • Dec 14U-NEXT HOLDINGS Co.,Ltd. to Report Q1, 2025 Results on Jan 14, 2025U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q1, 2025 results on Jan 14, 2025Reported Earnings • Dec 04Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥255 (up from JP¥61.05 in FY 2023). Revenue: JP¥326.8b (up 18% from FY 2023). Net income: JP¥15.4b (up 40% from FY 2023). Profit margin: 4.7% (up from 4.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.8% 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 16% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 26Calculating The Intrinsic Value Of U-NEXT HOLDINGS Co.,Ltd. (TSE:9418)Key Insights Using the 2 Stage Free Cash Flow to Equity, U-NEXT HOLDINGSLtd fair value estimate is JP¥5,033 Current...New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Oct 26Should You Be Adding U-NEXT HOLDINGSLtd (TSE:9418) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Oct 12Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥255 (up from JP¥183 in FY 2023). Revenue: JP¥326.8b (up 18% from FY 2023). Net income: JP¥15.4b (up 40% from FY 2023). Profit margin: 4.7% (up from 4.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.8% 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 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 10+ 1 more updateU-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 28, 2024U-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 28, 2024.お知らせ • Oct 01U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) agreed to acquire Netmove Corporation from SBI Sumishin Net Bank, Ltd. (TSE:7163) for ¥5.5 billion.U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) agreed to acquire Netmove Corporation from SBI Sumishin Net Bank, Ltd. (TSE:7163) for ¥5.5 billion on September 30, 2024. For the period ending March 31, 2024, Netmove Corporation reported total revenue of ¥1.5 billion and EBIT of ¥644 million. As of March 31, 2024, Netmove Corporation reported total assets of ¥3.13 billion and total common equity of ¥1.67 billion. The expected completion of the transaction is December 2, 2024.分析記事 • Sep 18Does U-NEXT HOLDINGSLtd (TSE:9418) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Sep 18U-NEXT HOLDINGS Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 10, 2024U-NEXT HOLDINGS Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 10, 2024分析記事 • Sep 04U-NEXT HOLDINGS Co.,Ltd.'s (TSE:9418) Shares Climb 32% But Its Business Is Yet to Catch UpU-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) shares have had a really impressive month, gaining 32% after a shaky period...Upcoming Dividend • Aug 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 30 November 2024. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).分析記事 • Jul 30U-NEXT HOLDINGSLtd (TSE:9418) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥5,050, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,565 per share.分析記事 • Jul 11U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) Investors Are Less Pessimistic Than ExpectedU-NEXT HOLDINGS Co.,Ltd.'s ( TSE:9418 ) price-to-earnings (or "P/E") ratio of 16.6x might make it look like a sell...Reported Earnings • Jul 10Third quarter 2024 earnings released: EPS: JP¥71.30 (vs JP¥57.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥71.30 (up from JP¥57.56 in 3Q 2023). Revenue: JP¥83.3b (up 22% from 3Q 2023). Net income: JP¥4.29b (up 26% from 3Q 2023). Profit margin: 5.1% (in line with 3Q 2023). Revenue is forecast to grow 7.0% 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 24% 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 • Jun 24We Ran A Stock Scan For Earnings Growth And U-NEXT HOLDINGSLtd (TSE:9418) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Apr 27Price target increased by 9.2% to JP¥5,243Up from JP¥4,800, the current price target is an average from 3 analysts. New target price is 22% above last closing price of JP¥4,295. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥251 for next year compared to JP¥183 last year.分析記事 • Apr 26We Like These Underlying Return On Capital Trends At U-NEXT HOLDINGSLtd (TSE:9418)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥4,315, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,590 per share.Declared Dividend • Apr 11First half dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 29th August 2024 Payment date: 30th November 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 20%.Reported Earnings • Apr 10Second quarter 2024 earnings released: EPS: JP¥75.33 (vs JP¥43.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥75.33 (up from JP¥43.71 in 2Q 2023). Revenue: JP¥78.5b (up 13% from 2Q 2023). Net income: JP¥4.53b (up 73% from 2Q 2023). Profit margin: 5.8% (up from 3.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% 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 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 09U-NEXT HOLDINGS Co.,Ltd. Revises Interim Dividend for the Fiscal Year Ending August 31, 2024, Payable on May 27, 2024; Revises Dividend Guidance for the Full Fiscal Year Ending August 31, 2024U-NEXT HOLDINGS Co.,Ltd. revised interim dividend and revised dividend guidance for the full fiscal year ending August 31, 2024. For the interim period the company revised the dividend to JPY 16.00 per share against previous guidance JPY 12.50 per share and JPY 10.00 per share paid a year ago. Effective date is May 27, 2024.For the full year, the company now expects to pay dividend of JPY 16.00 per share against previous guidance of JPY 12.50 per share.Buy Or Sell Opportunity • Apr 01Now 22% undervaluedOver the last 90 days, the stock has risen 27% to JP¥5,120. The fair value is estimated to be JP¥6,590, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.分析記事 • Mar 19Investor Optimism Abounds USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 24.3x USEN-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) may be sending very bearish...お知らせ • Mar 09USEN-NEXT HOLDINGS Co.,Ltd. to Report Q2, 2024 Results on Apr 09, 2024USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report Q2, 2024 results on Apr 09, 2024分析記事 • Mar 06Does USEN-NEXT HOLDINGSLtd (TSE:9418) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Upcoming Dividend • Feb 21Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.7%).New Risk • Feb 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Price Target Changed • Jan 30Price target increased by 12% to JP¥4,800Up from JP¥4,300, the current price target is an average from 3 analysts. New target price is 12% above last closing price of JP¥4,275. Stock is up 95% over the past year. The company is forecast to post earnings per share of JP¥209 for next year compared to JP¥183 last year.Reported Earnings • Jan 13First quarter 2024 earnings released: EPS: JP¥69.84 (vs JP¥38.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.84 (up from JP¥38.94 in 1Q 2023). Revenue: JP¥73.7b (up 15% from 1Q 2023). Net income: JP¥4.20b (up 79% from 1Q 2023). Profit margin: 5.7% (up from 3.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% 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 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 11USEN-NEXT HOLDINGS Co.,Ltd. Provides Dividend Guidance for the Second Quarter and Full Fiscal Year Ending August 31, 2024USEN-NEXT HOLDINGS Co.,Ltd. provided dividend guidance for the second quarter and full fiscal year ending August 31, 2024. For the quarter, the company expects dividend of JPY 12.50 per share against JPY 10.00 per share a year ago.For the year, the company expects dividend of JPY 12.50 per share against JPY 11.50 per share a year ago.Buying Opportunity • Dec 20Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥4,729, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 9.0% per annum over the same time period.お知らせ • Dec 10USEN-NEXT HOLDINGS Co.,Ltd. to Report Q1, 2024 Results on Jan 11, 2024USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report Q1, 2024 results on Jan 11, 2024Reported Earnings • Dec 05Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥183 (up from JP¥145 in FY 2022). Revenue: JP¥276.3b (up 16% from FY 2022). Net income: JP¥11.0b (up 26% from FY 2022). Profit margin: 4.0% (up from 3.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.6% 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 19% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Dec 01Price target increased by 8.9% to JP¥4,300Up from JP¥3,950, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥3,750. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥208 for next year compared to JP¥183 last year.Reported Earnings • Oct 13Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥183 (up from JP¥145 in FY 2022). Revenue: JP¥276.3b (up 16% from FY 2022). Net income: JP¥11.0b (up 26% from FY 2022). Profit margin: 4.0% (up from 3.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.6% 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 19% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 13+ 2 more updatesUSEN-NEXT HOLDINGS Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending August 31, 2024USEN-NEXT HOLDINGS Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending August 31, 2024. For the year, the company expects net sales of JPY 300,000 million, operating profit of JPY 24,000 million, profit attributable to owners of parent of JPY 12,100 million and basic earnings per share of JPY 201.34.お知らせ • Oct 12USEN-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 29, 2023USEN-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 29, 2023.お知らせ • Sep 13USEN-NEXT HOLDINGS Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 12, 2023USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 12, 2023お知らせ • Aug 25USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) agreed to acquire 95.6% stake in Toremoro Inc. from Founder Foundry Fund No. 1 managed by NOW, Inc. and Yoshihito Nakano for ¥77 million.USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) agreed to acquire 95.6% stake in Toremoro Inc. from Founder Foundry Fund No. 1 managed by NOW, Inc. and Yoshihito Nakano for ¥77 million on August 23, 2023. Acquisition method Own funds. Yoshihito Nakano holds 85.5% stake in Toremoro Inc. A separate advisory fee of approximately ¥5 million is expected. Toremoro Inc. reported financial for the fiscal year ended May 2023, revenue ¥28.03 million, net assets of ¥-21.86 million, total assets of ¥28.03 million, operating income of ¥63.77 million, net income of ¥64.45 million. The Execution date of the share transfer agreement is August 28, 2023 (planned). Share acquisition date September 1, 2023 (planned).Upcoming Dividend • Aug 23Upcoming dividend of JP¥11.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.0%).Reported Earnings • Jul 13Third quarter 2023 earnings released: EPS: JP¥57.56 (vs JP¥39.93 in 3Q 2022)Third quarter 2023 results: EPS: JP¥57.56 (up from JP¥39.93 in 3Q 2022). Revenue: JP¥68.4b (up 13% from 3Q 2022). Net income: JP¥3.41b (up 42% from 3Q 2022). Profit margin: 5.0% (up from 4.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% 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 17% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 12+ 1 more updateUSEN-NEXT HOLDINGS Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending August 31, 2023USEN-NEXT HOLDINGS Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending August 31, 2023. For the year, the company expects net sales of JPY 270,000 million, operating profit of JPY 20,500 million, profit attributable to owners of parent of JPY 10,500 million and basic earnings per share of JPY 175.74.お知らせ • Jun 11USEN-NEXT HOLDINGS Co.,Ltd. to Report Q3, 2023 Results on Jul 10, 2023USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report Q3, 2023 results on Jul 10, 2023Price Target Changed • May 18Price target increased by 9.6% to JP¥4,000Up from JP¥3,650, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥3,200. Stock is up 62% over the past year. The company is forecast to post earnings per share of JP¥185 for next year compared to JP¥145 last year.Reported Earnings • Apr 12Second quarter 2023 earnings released: EPS: JP¥43.71 (vs JP¥34.05 in 2Q 2022)Second quarter 2023 results: EPS: JP¥43.71 (up from JP¥34.05 in 2Q 2022). Revenue: JP¥69.8b (up 19% from 2Q 2022). Net income: JP¥2.62b (up 28% from 2Q 2022). Profit margin: 3.8% (up from 3.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% 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 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 20USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) announces an Equity Buyback for 2,540,800 shares, representing 4.23% for ¥6,367.24 million.USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) announces a share repurchase program. Under the program, the company will repurchase up to 2,540,800 shares, representing 4.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥6,367.25 million. The shares will be repurchased at a price of ¥2,506 per share. The purpose of the program is to repurchase shares so that they can be allotted and issued to PPJ shareholders. As of November 30, 2022, the company had 60,092,039 issued shares (excluding treasury stock) and 72 treasury shares.Reported Earnings • Jan 13First quarter 2023 earnings released: EPS: JP¥38.94 (vs JP¥39.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥38.94 (down from JP¥39.31 in 1Q 2022). Revenue: JP¥63.9b (up 15% from 1Q 2022). Net income: JP¥2.34b (flat on 1Q 2022). Profit margin: 3.7% (down from 4.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% 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 • Jan 13+ 2 more updatesUSEN-NEXT HOLDINGS Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending August 31, 2023USEN-NEXT HOLDINGS Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending August 31, 2023. For the year, the company expects net sales of JPY 247,000 million, operating profit of JPY 18,400 million, profit attributable to owners of parent of JPY 9,200 million and basic earnings per share of JPY 153.10.お知らせ • Dec 11USEN-NEXT HOLDINGS Co.,Ltd. to Report Q1, 2023 Results on Jan 12, 2023USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report Q1, 2023 results on Jan 12, 2023Reported Earnings • Dec 04Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥145 (up from JP¥134 in FY 2021). Revenue: JP¥237.9b (up 14% from FY 2021). Net income: JP¥8.69b (up 8.0% from FY 2021). Profit margin: 3.7% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 3.4% 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 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Koichi Maruo 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.株主還元9418JP TelecomJP 市場7D3.3%0.6%1.2%1Y-22.5%1.2%42.1%株主還元を見る業界別リターン: 9418過去 1 年間で1.2 % の収益を上げたJP Telecom業界を下回りました。リターン対市場: 9418は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 9418's price volatile compared to industry and market?9418 volatility9418 Average Weekly Movement3.7%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: 9418 、 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: 9418の 週次ボラティリティ ( 4% ) 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20095,737Yasuhide Unowww.unext-hd.co.jp株式会社U-NEXTホールディングスは、エンターテインメントサービスを提供しています。事業セグメントは5つ：コンテンツ配信事業、店舗サービス事業、通信事業、ビジネスシステム事業、エネルギー事業の5事業を展開。映像配信サービスの提供・販売、音楽配信を含む店舗ソリューションの提供・販売・施工、音楽著作権の管理・開発などを行う。また、ホテル・病院・ゴルフ場等の経営管理サービスの提供や、管理システム・自動精算機の開発・製造・販売を行っている。また、店舗・ビル・商業施設への電力供給、高圧・低圧の電力・ガスの販売、グリーンエネルギーの提供なども行っている。旧社名は（株）USEN-NEXTホールディングスで、2024年4月に（株）U-NEXTホールディングスに商号変更した。U-NEXTホールディングスは2009年に設立され、東京に本社を置いている。もっと見るU-NEXT HOLDINGS Co.,Ltd. 基礎のまとめU-NEXT HOLDINGSLtd の収益と売上を時価総額と比較するとどうか。9418 基礎統計学時価総額JP¥288.96b収益（TTM）JP¥18.84b売上高(TTM)JP¥416.45b15.3xPER（株価収益率0.7xP/Sレシオ9418 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9418 損益計算書（TTM）収益JP¥416.45b売上原価JP¥283.46b売上総利益JP¥132.99bその他の費用JP¥114.15b収益JP¥18.84b直近の収益報告Feb 28, 2026次回決算日該当なし一株当たり利益（EPS）104.47グロス・マージン31.93%純利益率4.52%有利子負債／自己資本比率76.5%9418 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1.1%現在の配当利回り16%配当性向9418 配当は確実ですか？9418 配当履歴とベンチマークを見る9418 、いつまでに購入すれば配当金を受け取れますか？U-NEXT HOLDINGSLtd 配当日配当落ち日Feb 26 2026配当支払日May 25 2026配当落ちまでの日数87 days配当支払日までの日数1 day9418 配当は確実ですか？9418 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 16:21終値2026/05/22 00:00収益2026/02/28年間収益2025/08/31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U-NEXT HOLDINGS Co.,Ltd. 4 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。6 アナリスト機関Taro IshiharaDaiwa Securities Co. Ltd.null nullDaiwa Securities Co. Ltd.Kazuki SakaguchiDaiwa Securities Co. Ltd.3 その他のアナリストを表示
Reported Earnings • Apr 14Second quarter 2026 earnings released: EPS: JP¥29.67 (vs JP¥26.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.67 (up from JP¥26.99 in 2Q 2025). Revenue: JP¥108.2b (up 14% from 2Q 2025). Net income: JP¥5.35b (up 9.9% from 2Q 2025). Profit margin: 4.9% (down from 5.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% 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 21% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Apr 04U-NEXT HOLDINGS Co.,Ltd. to Report Q2, 2026 Results on Apr 13, 2026U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q2, 2026 results on Apr 13, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).
分析記事 • Feb 02U-NEXT HOLDINGSLtd (TSE:9418) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥25.13 (vs JP¥25.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥25.13 (down from JP¥25.32 in 1Q 2025). Revenue: JP¥104.7b (up 14% from 1Q 2025). Net income: JP¥4.53b (flat on 1Q 2025). Profit margin: 4.3% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% 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 23% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 01Do U-NEXT HOLDINGSLtd's (TSE:9418) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Apr 14Second quarter 2026 earnings released: EPS: JP¥29.67 (vs JP¥26.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.67 (up from JP¥26.99 in 2Q 2025). Revenue: JP¥108.2b (up 14% from 2Q 2025). Net income: JP¥5.35b (up 9.9% from 2Q 2025). Profit margin: 4.9% (down from 5.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% 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 21% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Apr 04U-NEXT HOLDINGS Co.,Ltd. to Report Q2, 2026 Results on Apr 13, 2026U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q2, 2026 results on Apr 13, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).
分析記事 • Feb 02U-NEXT HOLDINGSLtd (TSE:9418) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥25.13 (vs JP¥25.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥25.13 (down from JP¥25.32 in 1Q 2025). Revenue: JP¥104.7b (up 14% from 1Q 2025). Net income: JP¥4.53b (flat on 1Q 2025). Profit margin: 4.3% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% 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 23% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 01Do U-NEXT HOLDINGSLtd's (TSE:9418) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Dec 26U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) entered into a Share Transfer Agreement to acquire 70% stake in XING Inc. from Brother Industries, Ltd. (TSE:6448) for ¥17.5 billion.U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) entered into a Share Transfer Agreement to acquire 70% stake in XING Inc. from Brother Industries, Ltd. (TSE:6448) for ¥17.5 billion on December 24, 2025. The Acquisition is funded with the internal funds of U-NEXT HOLDINGS Co.,Ltd. For the period ending March 31, 2025, XING Inc. reported total revenue of ¥27.71 billion. As of March 31, 2025, XING Inc. reported total assets of ¥25.55 billion and total common equity of ¥14.5 billion. The expected completion of the transaction is April 1, 2026.
お知らせ • Dec 13U-NEXT HOLDINGS Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
Declared Dividend • Dec 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 26th February 2026 Payment date: 26th May 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 70%.
分析記事 • Dec 05U-NEXT HOLDINGS Co.,Ltd.'s (TSE:9418) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 19.6x U-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) may be sending bearish signals...
Price Target Changed • Oct 23Price target increased by 8.3% to JP¥2,350Up from JP¥2,170, the current price target is an average from 4 analysts. New target price is 12% above last closing price of JP¥2,103. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥102 last year.
Reported Earnings • Oct 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥85.14 in FY 2024). Revenue: JP¥390.4b (up 20% from FY 2024). Net income: JP¥18.4b (up 20% from FY 2024). Profit margin: 4.7% (in line with FY 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Revenue is forecast to grow 7.5% 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 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 14U-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 27, 2025U-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 27, 2025.
分析記事 • Sep 30The Return Trends At U-NEXT HOLDINGSLtd (TSE:9418) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Price Target Changed • Sep 23Price target increased by 8.8% to JP¥2,255Up from JP¥2,073, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of JP¥2,096. Stock is up 11% over the past year. The company is forecast to post earnings per share of JP¥95.68 for next year compared to JP¥85.14 last year.
お知らせ • Sep 12U-NEXT HOLDINGS Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 14, 2025U-NEXT HOLDINGS Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 14, 2025
分析記事 • Sep 10Does U-NEXT HOLDINGSLtd (TSE:9418) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Upcoming Dividend • Aug 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).
分析記事 • Aug 04U-NEXT HOLDINGS Co.,Ltd.'s (TSE:9418) Intrinsic Value Is Potentially 25% Below Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, U-NEXT HOLDINGSLtd fair value estimate is JP¥1,594 Current...
Price Target Changed • Jul 16Price target increased by 9.3% to JP¥2,120Up from JP¥1,939, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,055. Stock is up 40% over the past year. The company is forecast to post earnings per share of JP¥98.13 for next year compared to JP¥85.14 last year.
Reported Earnings • Jul 14Third quarter 2025 earnings released: EPS: JP¥22.90 (vs JP¥23.77 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.90 (down from JP¥23.77 in 3Q 2024). Revenue: JP¥96.7b (up 16% from 3Q 2024). Net income: JP¥4.13b (down 3.6% from 3Q 2024). Profit margin: 4.3% (down from 5.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% 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 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 24Getting In Cheap On U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) Might Be DifficultWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider U-NEXT...
Buy Or Sell Opportunity • Jun 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to JP¥2,187. The fair value is estimated to be JP¥1,821, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
お知らせ • Jun 10U-NEXT HOLDINGS Co.,Ltd. to Report Q3, 2025 Results on Jul 10, 2025U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q3, 2025 results on Jul 10, 2025
Buy Or Sell Opportunity • Jun 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to JP¥2,191. The fair value is estimated to be JP¥1,821, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
Declared Dividend • May 27First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2025 Payment date: 1st December 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%.
分析記事 • May 23Here's Why U-NEXT HOLDINGSLtd (TSE:9418) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • May 09U-NEXT HOLDINGSLtd (TSE:9418) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • Apr 13Earnings Update: U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsInvestors in U-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) had a good week, as its shares rose 5.6% to close at JP¥1,842...
Reported Earnings • Apr 11Second quarter 2025 earnings released: EPS: JP¥26.99 (vs JP¥25.11 in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.99 (up from JP¥25.11 in 2Q 2024). Revenue: JP¥94.9b (up 21% from 2Q 2024). Net income: JP¥4.87b (up 7.5% from 2Q 2024). Profit margin: 5.1% (down from 5.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 10U-Next Holdings Co.,Ltd. Declares Dividend for the Second Quarter of Fiscal Year Ending August 31, 2025, Payable on May 26, 2025; Provides Dividend Guidance for Fiscal Year Ending August 31, 2025U-NEXT HOLDINGS Co.,Ltd. declared dividend for the Second Quarter of Fiscal Year Ending August 31, 2025. For the second quarter, the company expects a dividend of JPY 7.00 per share against JPY 16.00 per share a year ago. Scheduled date of commencing dividend payments: May 26, 2025. For the fiscal year Ending August 31, 2025, the company expects a dividend of JPY 7.00 per share against JPY 17.00 per share a year ago.
分析記事 • Apr 07A Look At The Intrinsic Value Of U-NEXT HOLDINGS Co.,Ltd. (TSE:9418)Key Insights Using the 2 Stage Free Cash Flow to Equity, U-NEXT HOLDINGSLtd fair value estimate is JP¥1,993 U-NEXT...
分析記事 • Mar 24Is Now The Time To Put U-NEXT HOLDINGSLtd (TSE:9418) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Mar 08U-NEXT HOLDINGS Co.,Ltd. to Report Q2, 2025 Results on Apr 10, 2025U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q2, 2025 results on Apr 10, 2025
分析記事 • Feb 25Some Confidence Is Lacking In U-NEXT HOLDINGS Co.,Ltd.'s (TSE:9418) P/EU-NEXT HOLDINGS Co.,Ltd.'s ( TSE:9418 ) price-to-earnings (or "P/E") ratio of 20.6x might make it look like a strong...
Upcoming Dividend • Feb 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 27 May 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).
分析記事 • Jan 18Here's What Analysts Are Forecasting For U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) After Its First-Quarter ResultsIt's been a good week for U-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) shareholders, because the company has just released its...
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥75.96 (vs JP¥23.28 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.96 (up from JP¥23.28 in 1Q 2024). Revenue: JP¥91.9b (up 25% from 1Q 2024). Net income: JP¥4.57b (up 8.8% from 1Q 2024). Profit margin: 5.0% (down from 5.7% in 1Q 2024). 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 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 10Is U-NEXT HOLDINGSLtd (TSE:9418) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 27The Return Trends At U-NEXT HOLDINGSLtd (TSE:9418) Look PromisingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Declared Dividend • Dec 19Final dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 27th February 2025 Payment date: 27th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 39%.
お知らせ • Dec 14U-NEXT HOLDINGS Co.,Ltd. to Report Q1, 2025 Results on Jan 14, 2025U-NEXT HOLDINGS Co.,Ltd. announced that they will report Q1, 2025 results on Jan 14, 2025
Reported Earnings • Dec 04Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥255 (up from JP¥61.05 in FY 2023). Revenue: JP¥326.8b (up 18% from FY 2023). Net income: JP¥15.4b (up 40% from FY 2023). Profit margin: 4.7% (up from 4.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.8% 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 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 26Calculating The Intrinsic Value Of U-NEXT HOLDINGS Co.,Ltd. (TSE:9418)Key Insights Using the 2 Stage Free Cash Flow to Equity, U-NEXT HOLDINGSLtd fair value estimate is JP¥5,033 Current...
New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Oct 26Should You Be Adding U-NEXT HOLDINGSLtd (TSE:9418) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Oct 12Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥255 (up from JP¥183 in FY 2023). Revenue: JP¥326.8b (up 18% from FY 2023). Net income: JP¥15.4b (up 40% from FY 2023). Profit margin: 4.7% (up from 4.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.8% 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 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 10+ 1 more updateU-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 28, 2024U-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 28, 2024.
お知らせ • Oct 01U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) agreed to acquire Netmove Corporation from SBI Sumishin Net Bank, Ltd. (TSE:7163) for ¥5.5 billion.U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) agreed to acquire Netmove Corporation from SBI Sumishin Net Bank, Ltd. (TSE:7163) for ¥5.5 billion on September 30, 2024. For the period ending March 31, 2024, Netmove Corporation reported total revenue of ¥1.5 billion and EBIT of ¥644 million. As of March 31, 2024, Netmove Corporation reported total assets of ¥3.13 billion and total common equity of ¥1.67 billion. The expected completion of the transaction is December 2, 2024.
分析記事 • Sep 18Does U-NEXT HOLDINGSLtd (TSE:9418) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Sep 18U-NEXT HOLDINGS Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 10, 2024U-NEXT HOLDINGS Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 10, 2024
分析記事 • Sep 04U-NEXT HOLDINGS Co.,Ltd.'s (TSE:9418) Shares Climb 32% But Its Business Is Yet to Catch UpU-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) shares have had a really impressive month, gaining 32% after a shaky period...
Upcoming Dividend • Aug 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 30 November 2024. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).
分析記事 • Jul 30U-NEXT HOLDINGSLtd (TSE:9418) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥5,050, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,565 per share.
分析記事 • Jul 11U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) Investors Are Less Pessimistic Than ExpectedU-NEXT HOLDINGS Co.,Ltd.'s ( TSE:9418 ) price-to-earnings (or "P/E") ratio of 16.6x might make it look like a sell...
Reported Earnings • Jul 10Third quarter 2024 earnings released: EPS: JP¥71.30 (vs JP¥57.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥71.30 (up from JP¥57.56 in 3Q 2023). Revenue: JP¥83.3b (up 22% from 3Q 2023). Net income: JP¥4.29b (up 26% from 3Q 2023). Profit margin: 5.1% (in line with 3Q 2023). Revenue is forecast to grow 7.0% 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 24% 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 • Jun 24We Ran A Stock Scan For Earnings Growth And U-NEXT HOLDINGSLtd (TSE:9418) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Apr 27Price target increased by 9.2% to JP¥5,243Up from JP¥4,800, the current price target is an average from 3 analysts. New target price is 22% above last closing price of JP¥4,295. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥251 for next year compared to JP¥183 last year.
分析記事 • Apr 26We Like These Underlying Return On Capital Trends At U-NEXT HOLDINGSLtd (TSE:9418)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥4,315, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,590 per share.
Declared Dividend • Apr 11First half dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 29th August 2024 Payment date: 30th November 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 20%.
Reported Earnings • Apr 10Second quarter 2024 earnings released: EPS: JP¥75.33 (vs JP¥43.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥75.33 (up from JP¥43.71 in 2Q 2023). Revenue: JP¥78.5b (up 13% from 2Q 2023). Net income: JP¥4.53b (up 73% from 2Q 2023). Profit margin: 5.8% (up from 3.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% 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 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 09U-NEXT HOLDINGS Co.,Ltd. Revises Interim Dividend for the Fiscal Year Ending August 31, 2024, Payable on May 27, 2024; Revises Dividend Guidance for the Full Fiscal Year Ending August 31, 2024U-NEXT HOLDINGS Co.,Ltd. revised interim dividend and revised dividend guidance for the full fiscal year ending August 31, 2024. For the interim period the company revised the dividend to JPY 16.00 per share against previous guidance JPY 12.50 per share and JPY 10.00 per share paid a year ago. Effective date is May 27, 2024.For the full year, the company now expects to pay dividend of JPY 16.00 per share against previous guidance of JPY 12.50 per share.
Buy Or Sell Opportunity • Apr 01Now 22% undervaluedOver the last 90 days, the stock has risen 27% to JP¥5,120. The fair value is estimated to be JP¥6,590, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
分析記事 • Mar 19Investor Optimism Abounds USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 24.3x USEN-NEXT HOLDINGS Co.,Ltd. ( TSE:9418 ) may be sending very bearish...
お知らせ • Mar 09USEN-NEXT HOLDINGS Co.,Ltd. to Report Q2, 2024 Results on Apr 09, 2024USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report Q2, 2024 results on Apr 09, 2024
分析記事 • Mar 06Does USEN-NEXT HOLDINGSLtd (TSE:9418) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Upcoming Dividend • Feb 21Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.7%).
New Risk • Feb 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Price Target Changed • Jan 30Price target increased by 12% to JP¥4,800Up from JP¥4,300, the current price target is an average from 3 analysts. New target price is 12% above last closing price of JP¥4,275. Stock is up 95% over the past year. The company is forecast to post earnings per share of JP¥209 for next year compared to JP¥183 last year.
Reported Earnings • Jan 13First quarter 2024 earnings released: EPS: JP¥69.84 (vs JP¥38.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.84 (up from JP¥38.94 in 1Q 2023). Revenue: JP¥73.7b (up 15% from 1Q 2023). Net income: JP¥4.20b (up 79% from 1Q 2023). Profit margin: 5.7% (up from 3.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% 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 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 11USEN-NEXT HOLDINGS Co.,Ltd. Provides Dividend Guidance for the Second Quarter and Full Fiscal Year Ending August 31, 2024USEN-NEXT HOLDINGS Co.,Ltd. provided dividend guidance for the second quarter and full fiscal year ending August 31, 2024. For the quarter, the company expects dividend of JPY 12.50 per share against JPY 10.00 per share a year ago.For the year, the company expects dividend of JPY 12.50 per share against JPY 11.50 per share a year ago.
Buying Opportunity • Dec 20Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥4,729, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 9.0% per annum over the same time period.
お知らせ • Dec 10USEN-NEXT HOLDINGS Co.,Ltd. to Report Q1, 2024 Results on Jan 11, 2024USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report Q1, 2024 results on Jan 11, 2024
Reported Earnings • Dec 05Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥183 (up from JP¥145 in FY 2022). Revenue: JP¥276.3b (up 16% from FY 2022). Net income: JP¥11.0b (up 26% from FY 2022). Profit margin: 4.0% (up from 3.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.6% 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 19% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Dec 01Price target increased by 8.9% to JP¥4,300Up from JP¥3,950, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥3,750. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥208 for next year compared to JP¥183 last year.
Reported Earnings • Oct 13Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥183 (up from JP¥145 in FY 2022). Revenue: JP¥276.3b (up 16% from FY 2022). Net income: JP¥11.0b (up 26% from FY 2022). Profit margin: 4.0% (up from 3.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.6% 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 19% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 13+ 2 more updatesUSEN-NEXT HOLDINGS Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending August 31, 2024USEN-NEXT HOLDINGS Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending August 31, 2024. For the year, the company expects net sales of JPY 300,000 million, operating profit of JPY 24,000 million, profit attributable to owners of parent of JPY 12,100 million and basic earnings per share of JPY 201.34.
お知らせ • Oct 12USEN-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 29, 2023USEN-NEXT HOLDINGS Co.,Ltd., Annual General Meeting, Nov 29, 2023.
お知らせ • Sep 13USEN-NEXT HOLDINGS Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 12, 2023USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 12, 2023
お知らせ • Aug 25USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) agreed to acquire 95.6% stake in Toremoro Inc. from Founder Foundry Fund No. 1 managed by NOW, Inc. and Yoshihito Nakano for ¥77 million.USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) agreed to acquire 95.6% stake in Toremoro Inc. from Founder Foundry Fund No. 1 managed by NOW, Inc. and Yoshihito Nakano for ¥77 million on August 23, 2023. Acquisition method Own funds. Yoshihito Nakano holds 85.5% stake in Toremoro Inc. A separate advisory fee of approximately ¥5 million is expected. Toremoro Inc. reported financial for the fiscal year ended May 2023, revenue ¥28.03 million, net assets of ¥-21.86 million, total assets of ¥28.03 million, operating income of ¥63.77 million, net income of ¥64.45 million. The Execution date of the share transfer agreement is August 28, 2023 (planned). Share acquisition date September 1, 2023 (planned).
Upcoming Dividend • Aug 23Upcoming dividend of JP¥11.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.0%).
Reported Earnings • Jul 13Third quarter 2023 earnings released: EPS: JP¥57.56 (vs JP¥39.93 in 3Q 2022)Third quarter 2023 results: EPS: JP¥57.56 (up from JP¥39.93 in 3Q 2022). Revenue: JP¥68.4b (up 13% from 3Q 2022). Net income: JP¥3.41b (up 42% from 3Q 2022). Profit margin: 5.0% (up from 4.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% 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 17% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 12+ 1 more updateUSEN-NEXT HOLDINGS Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending August 31, 2023USEN-NEXT HOLDINGS Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending August 31, 2023. For the year, the company expects net sales of JPY 270,000 million, operating profit of JPY 20,500 million, profit attributable to owners of parent of JPY 10,500 million and basic earnings per share of JPY 175.74.
お知らせ • Jun 11USEN-NEXT HOLDINGS Co.,Ltd. to Report Q3, 2023 Results on Jul 10, 2023USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report Q3, 2023 results on Jul 10, 2023
Price Target Changed • May 18Price target increased by 9.6% to JP¥4,000Up from JP¥3,650, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥3,200. Stock is up 62% over the past year. The company is forecast to post earnings per share of JP¥185 for next year compared to JP¥145 last year.
Reported Earnings • Apr 12Second quarter 2023 earnings released: EPS: JP¥43.71 (vs JP¥34.05 in 2Q 2022)Second quarter 2023 results: EPS: JP¥43.71 (up from JP¥34.05 in 2Q 2022). Revenue: JP¥69.8b (up 19% from 2Q 2022). Net income: JP¥2.62b (up 28% from 2Q 2022). Profit margin: 3.8% (up from 3.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% 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 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 20USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) announces an Equity Buyback for 2,540,800 shares, representing 4.23% for ¥6,367.24 million.USEN-NEXT HOLDINGS Co.,Ltd. (TSE:9418) announces a share repurchase program. Under the program, the company will repurchase up to 2,540,800 shares, representing 4.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥6,367.25 million. The shares will be repurchased at a price of ¥2,506 per share. The purpose of the program is to repurchase shares so that they can be allotted and issued to PPJ shareholders. As of November 30, 2022, the company had 60,092,039 issued shares (excluding treasury stock) and 72 treasury shares.
Reported Earnings • Jan 13First quarter 2023 earnings released: EPS: JP¥38.94 (vs JP¥39.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥38.94 (down from JP¥39.31 in 1Q 2022). Revenue: JP¥63.9b (up 15% from 1Q 2022). Net income: JP¥2.34b (flat on 1Q 2022). Profit margin: 3.7% (down from 4.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% 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 • Jan 13+ 2 more updatesUSEN-NEXT HOLDINGS Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending August 31, 2023USEN-NEXT HOLDINGS Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending August 31, 2023. For the year, the company expects net sales of JPY 247,000 million, operating profit of JPY 18,400 million, profit attributable to owners of parent of JPY 9,200 million and basic earnings per share of JPY 153.10.
お知らせ • Dec 11USEN-NEXT HOLDINGS Co.,Ltd. to Report Q1, 2023 Results on Jan 12, 2023USEN-NEXT HOLDINGS Co.,Ltd. announced that they will report Q1, 2023 results on Jan 12, 2023
Reported Earnings • Dec 04Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥145 (up from JP¥134 in FY 2021). Revenue: JP¥237.9b (up 14% from FY 2021). Net income: JP¥8.69b (up 8.0% from FY 2021). Profit margin: 3.7% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 3.4% 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 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Koichi Maruo 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.
