View ValuationFibergate 将来の成長Future 基準チェック /16Fibergate利益と収益がそれぞれ年間6.2%と5.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.9% 6.3%なると予測されています。主要情報6.2%収益成長率6.28%EPS成長率Telecom 収益成長6.1%収益成長率5.6%将来の株主資本利益率16.95%アナリストカバレッジLow最終更新日13 Mar 2026今後の成長に関する最新情報Price Target Changed • Sep 13Price target decreased by 33% to JP¥950Down from JP¥1,415, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥723. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥64.60 for next year compared to JP¥65.18 last year.Major Estimate Revision • May 23Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥13.9b to JP¥12.8b. EPS estimate also fell from JP¥73.40 per share to JP¥56.70 per share. Net income forecast to grow 5.0% next year vs 17% growth forecast for Telecom industry in Japan. Consensus price target down from JP¥1,415 to JP¥990. Share price fell 3.4% to JP¥778 over the past week.Price Target Changed • May 22Price target decreased by 26% to JP¥990Down from JP¥1,343, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥797. Stock is down 37% over the past year. The company is forecast to post earnings per share of JP¥56.70 for next year compared to JP¥77.17 last year.Major Estimate Revision • Aug 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥15.7b to JP¥14.3b. EPS estimate also fell from JP¥94.10 per share to JP¥78.90 per share. Net income forecast to grow 2.1% next year vs 4.8% growth forecast for Telecom industry in Japan. Consensus price target down from JP¥1,715 to JP¥1,515. Share price rose 3.2% to JP¥1,136 over the past week.Price Target Changed • Nov 21Price target decreased by 8.2% to JP¥1,577Down from JP¥1,717, the current price target is an average from 3 analysts. New target price is 60% above last closing price of JP¥988. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of JP¥82.23 for next year compared to JP¥72.65 last year.Price Target Changed • Aug 19Price target increased by 8.4% to JP¥1,717Up from JP¥1,583, the current price target is an average from 3 analysts. New target price is 22% above last closing price of JP¥1,404. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥83.49 for next year compared to JP¥72.65 last year.すべての更新を表示Recent updatesお知らせ • Apr 24Fibergate Inc. to Report Fiscal Year 2026 Results on Aug 14, 2026Fibergate Inc. announced that they will report fiscal year 2026 results on Aug 14, 2026Declared Dividend • Mar 13First half dividend of JP¥13.50 announcedDividend of JP¥13.50 is the same as last year. Ex-date: 29th June 2026 Payment date: 28th September 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 41% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥16.70 (vs JP¥16.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥16.70 (down from JP¥16.97 in 2Q 2025). Revenue: JP¥3.32b (down 5.3% from 2Q 2025). Net income: JP¥336.0m (down 2.3% from 2Q 2025). Profit margin: 10% (in line with 2Q 2025). Revenue is forecast to grow 5.6% 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 fallen by 2% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 14Fibergate Inc. Announces Dividend for the Six Months Ended December 31, 2025, Payable on March 12, 2026Fibergate Inc. announced dividend of JPY 13.50 per share for the six months ended December 31, 2025 against JPY 13.50 per share paid a year ago. Scheduled date to commence dividend payments is March 12, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 12 March 2026. Payout ratio is a comfortable 42% 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%).Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥14.21 (vs JP¥15.29 in 1Q 2025)First quarter 2026 results: EPS: JP¥14.21 (down from JP¥15.29 in 1Q 2025). Revenue: JP¥3.46b (up 13% from 1Q 2025). Net income: JP¥286.0m (down 7.7% from 1Q 2025). Profit margin: 8.3% (down from 10% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% 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 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.分析記事 • Oct 05Fibergate (TSE:9450) Is Paying Out A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) will pay a dividend of ¥13.50 on the 12th of March. Based on this payment, the dividend...Declared Dividend • Oct 05Final dividend of JP¥13.50 announcedDividend of JP¥13.50 is the same as last year. Ex-date: 29th December 2025 Payment date: 12th March 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 50% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 27+ 2 more updatesFibergate Inc. to Report Q3, 2026 Results on May 15, 2026Fibergate Inc. announced that they will report Q3, 2026 results on May 15, 2026Price Target Changed • Sep 13Price target decreased by 33% to JP¥950Down from JP¥1,415, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥723. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥64.60 for next year compared to JP¥65.18 last year.Board Change • Sep 13Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. 4 independent directors (6 non-independent directors). Independent Outside Director Tomohiro Obata was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Aug 14Fibergate Inc., Annual General Meeting, Sep 25, 2025Fibergate Inc., Annual General Meeting, Sep 25, 2025.New Risk • Jun 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Upcoming Dividend • Jun 20Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (3.3%).分析記事 • May 28Fibergate (TSE:9450) Has Announced A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) has announced that it will pay a dividend of ¥13.50 per share on the 29th of September...Major Estimate Revision • May 23Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥13.9b to JP¥12.8b. EPS estimate also fell from JP¥73.40 per share to JP¥56.70 per share. Net income forecast to grow 5.0% next year vs 17% growth forecast for Telecom industry in Japan. Consensus price target down from JP¥1,415 to JP¥990. Share price fell 3.4% to JP¥778 over the past week.Price Target Changed • May 22Price target decreased by 26% to JP¥990Down from JP¥1,343, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥797. Stock is down 37% over the past year. The company is forecast to post earnings per share of JP¥56.70 for next year compared to JP¥77.17 last year.Reported Earnings • May 19Third quarter 2025 earnings released: EPS: JP¥18.25 (vs JP¥25.90 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.25 (down from JP¥25.90 in 3Q 2024). Revenue: JP¥3.27b (down 13% from 3Q 2024). Net income: JP¥370.0m (down 30% from 3Q 2024). Profit margin: 11% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥812, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Telecom industry in Japan. Total loss to shareholders of 24% over the past three years.分析記事 • May 14Fibergate (TSE:9450) Has Announced A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) will pay a dividend of ¥13.50 on the 29th of September. The payment will take the dividend...分析記事 • Apr 17Fibergate (TSE:9450) Will Pay A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) has announced that it will pay a dividend of ¥13.50 per share on the 29th of September...分析記事 • Apr 15Fibergate (TSE:9450) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥984, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 17% over the past three years.分析記事 • Mar 14Fibergate (TSE:9450) Is Due To Pay A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) has announced that it will pay a dividend of ¥13.50 per share on the 29th of September...Declared Dividend • Mar 13First half dividend of JP¥13.50 announcedShareholders will receive a dividend of JP¥13.50. Ex-date: 27th June 2025 Payment date: 29th September 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 50% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Mar 13Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. 4 independent directors (6 non-independent directors). Independent Outside Director Tomohiro Obata was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Feb 14Fibergate Inc. Decides to Pay Interim Dividends for the Fiscal Year Ended June 2025, Payable on March 12, 2025Fibergate Inc. announced that based on this policy, the company have decided to pay interim dividends of ¥13.5 per share for the fiscal year ended June 2025 with a record date of December 31, 2024, as per most recent dividend forecast. Reason for the dividend amount: The Group aims to expand its business performance through growth investments and regards the return of profits to shareholders as one of the most important management issues. Profits for each fiscal year will be divided into three major divisions and, in principle, one-third of which will be used as a source of profit dividends as a return to shareholders, another one-third will be used for returns to executives and employees, which are important human capital, and business investment for further growth of the Company, and the remaining one-third will be internal reserves.お知らせ • Feb 10Fibergate Inc. to Report Fiscal Year 2025 Results on Aug 14, 2025Fibergate Inc. announced that they will report fiscal year 2025 results on Aug 14, 2025お知らせ • Jan 17+ 1 more updateFibergate Inc. to Report Q3, 2025 Results on May 14, 2025Fibergate Inc. announced that they will report Q3, 2025 results on May 14, 2025Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥15.29 (vs JP¥18.16 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.29 (down from JP¥18.16 in 1Q 2024). Revenue: JP¥3.05b (up 7.1% from 1Q 2024). Net income: JP¥310.0m (down 16% from 1Q 2024). Profit margin: 10% (down from 13% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Nov 15Fibergate Inc. (TSE:9450) Doing What It Can To Lift SharesWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider...New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (116% cash payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).分析記事 • Oct 10Fibergate's (TSE:9450) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Fibergate Inc. ( TSE:9450 ) has announced that it will be paying its dividend of ¥13.50 on the 12th of...Declared Dividend • Oct 10Final dividend of JP¥13.50 announcedShareholders will receive a dividend of JP¥13.50. Ex-date: 27th December 2024 Payment date: 12th March 2025 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (17% earnings payout ratio) but not covered by cash flows (116% cash payout ratio). The dividend has increased by an average of 67% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥77.17 (up from JP¥72.65 in FY 2023). Revenue: JP¥12.6b (down 1.4% from FY 2023). Net income: JP¥1.57b (up 5.7% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 13% 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 20% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥15.7b to JP¥14.3b. EPS estimate also fell from JP¥94.10 per share to JP¥78.90 per share. Net income forecast to grow 2.1% next year vs 4.8% growth forecast for Telecom industry in Japan. Consensus price target down from JP¥1,715 to JP¥1,515. Share price rose 3.2% to JP¥1,136 over the past week.Reported Earnings • Aug 19Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥77.17 (up from JP¥72.65 in FY 2023). Revenue: JP¥12.6b (down 1.4% from FY 2023). Net income: JP¥1.57b (up 5.7% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Aug 14Fibergate Inc., Annual General Meeting, Sep 26, 2024Fibergate Inc., Annual General Meeting, Sep 26, 2024.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥999, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Telecom industry in Japan. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥552 per share.お知らせ • Jul 10Fibergate Inc. to Report Q1, 2025 Results on Nov 14, 2024Fibergate Inc. announced that they will report Q1, 2025 results on Nov 14, 2024Upcoming Dividend • Jun 20Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 10% 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 (3.4%).お知らせ • Jun 05Fibergate Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024Fibergate Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024Reported Earnings • May 18Third quarter 2024 earnings released: EPS: JP¥25.90 (vs JP¥24.51 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.90 (up from JP¥24.51 in 3Q 2023). Revenue: JP¥3.73b (up 23% from 3Q 2023). Net income: JP¥525.0m (up 5.0% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • Apr 12Fibergate (TSE:9450) Is Increasing Its Dividend To ¥12.50Fibergate Inc.'s ( TSE:9450 ) dividend will be increasing from last year's payment of the same period to ¥12.50 on 30th...分析記事 • Feb 27Fibergate's (TSE:9450) Dividend Will Be ¥5.00The board of Fibergate Inc. ( TSE:9450 ) has announced that it will pay a dividend of ¥5.00 per share on the 30th of...Reported Earnings • Feb 19Second quarter 2024 earnings released: EPS: JP¥17.77 (vs JP¥16.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥17.77 (up from JP¥16.62 in 2Q 2023). Revenue: JP¥2.95b (up 13% from 2Q 2023). Net income: JP¥361.0m (up 6.5% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 12% 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 21% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Declared Dividend • Feb 16Dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 27th June 2024 Payment date: 30th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 30% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Nov 21Price target decreased by 8.2% to JP¥1,577Down from JP¥1,717, the current price target is an average from 3 analysts. New target price is 60% above last closing price of JP¥988. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of JP¥82.23 for next year compared to JP¥72.65 last year.Reported Earnings • Nov 19First quarter 2024 earnings released: EPS: JP¥18.16 (vs JP¥16.52 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.16 (up from JP¥16.52 in 1Q 2023). Revenue: JP¥2.85b (up 10% from 1Q 2023). Net income: JP¥370.0m (up 9.8% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Nov 17Fibergate Inc. (TSE:9450) announces an Equity Buyback for 89,686 shares, representing 0.44% for ¥100 million.Fibergate Inc. (TSE:9450) announces a share repurchase program. Under the program, the company will repurchase 89,686 shares, representing 0.44% of the outstanding shares for ¥100 million. The purpose of the program is to improve capital efficiency by taking into consideration the cash on hand, stock price level, and other factors. The program will run until March 31, 2024. As of October 31, 2023, the company had 20,399,456 shares in issue(excluding treasury stock) and 232,607 shares in treasury.お知らせ • Sep 30+ 2 more updatesFibergate Inc. to Report Q3, 2024 Results on May 14, 2024Fibergate Inc. announced that they will report Q3, 2024 results on May 14, 2024お知らせ • Aug 26Fibergate Inc. Approves Dividend, Payable on September 28, 2023Fibergate Inc. at its meeting of board of directors held on August 25, 2023, approved dividend of JPY 10.00 per share compared to JPY 4.50 per share a year ago. The dividend is payable on September 28, 2023 with record date of June 30, 2023.Price Target Changed • Aug 19Price target increased by 8.4% to JP¥1,717Up from JP¥1,583, the current price target is an average from 3 analysts. New target price is 22% above last closing price of JP¥1,404. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥83.49 for next year compared to JP¥72.65 last year.お知らせ • Aug 16Fibergate Inc., Annual General Meeting, Sep 27, 2023Fibergate Inc., Annual General Meeting, Sep 27, 2023.Reported Earnings • Aug 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥72.65 (up from JP¥52.57 in FY 2022). Revenue: JP¥12.8b (up 20% from FY 2022). Net income: JP¥1.48b (up 38% from FY 2022). Profit margin: 12% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 12% 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 22% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥9.00 per share at 0.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.9%).Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,491, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Telecom industry in Japan. Total returns to shareholders of 7.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,622 per share.お知らせ • Jun 03Fibergate Inc. to Report Fiscal Year 2023 Results on Aug 14, 2023Fibergate Inc. announced that they will report fiscal year 2023 results on Aug 14, 2023Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,404, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Telecom industry in Japan. Total loss to shareholders of 2.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,386 per share.Reported Earnings • May 18Third quarter 2023 earnings released: EPS: JP¥24.51 (vs JP¥16.91 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.51 (up from JP¥16.91 in 3Q 2022). Revenue: JP¥3.03b (up 16% from 3Q 2022). Net income: JP¥500.0m (up 45% from 3Q 2022). Profit margin: 17% (up from 13% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% 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 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 17Fibergate Inc. Provides Dividend Guidance for the Fiscal Year Ending June 30, 2023Fibergate Inc. announced annual dividend forecast for the fiscal year ending June 30, 2023, is expected to be JPY 9 per share, comprising an ordinary dividend of JPY 7 per share and a commemorative dividend of JPY 2 per share.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,065, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 7.7% over the past three years.Reported Earnings • Feb 18Second quarter 2023 earnings released: EPS: JP¥16.62 (vs JP¥14.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.62 (up from JP¥14.62 in 2Q 2022). Revenue: JP¥2.61b (up 12% from 2Q 2022). Net income: JP¥339.0m (up 13% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue is forecast to grow 15% 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 20% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Feb 15+ 1 more updateFibergate Inc. Provides Consolidated Earnings Guidance for the First Quarter of Fiscal Year Ending September 30, 2023Fibergate Inc. provided consolidated earnings guidance for the first quarter of fiscal year ending September 30, 2023. For the quarter, the company expects net sales of JPY 12,900 million, operating profit of JPY 2,020 million, profit attributable to owners of parent of JPY 1,300 million or JPY 63.69 per share.お知らせ • Dec 30Fibergate Inc. to Report Q2, 2023 Results on Feb 14, 2023Fibergate Inc. announced that they will report Q2, 2023 results on Feb 14, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Chikako Shimahata was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 15+ 1 more updateFibergate Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Fibergate Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected net sales of JPY 12,900 million, operating profit of JPY 2,020 million, profit attributable to owners of parent of JPY 1,300 million and profit per share of JPY 63.69.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,027, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 36% over the past three years.Reported Earnings • Aug 14Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥52.57 (up from JP¥50.09 in FY 2021). Revenue: JP¥10.6b (up 25% from FY 2021). Net income: JP¥1.07b (up 5.3% from FY 2021). Profit margin: 10% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 12%, compared to a 2.7% growth forecast for the 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 fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Aug 13+ 1 more updateFibergate Inc. Provides Consolidated Earnings Guidance for the Year Ending 2023Fibergate Inc. provided consolidated earnings guidance for the year ending 2023. For the year, the company expects net sales of JPY 12,900 million, operating income of JPY 2,020 million, Profit attributable to owners of parent of JPY 1,300 million Profit Per Share is JPY 63.69.お知らせ • Jul 09+ 1 more updateFibergate Inc., Annual General Meeting, Sep 28, 2022Fibergate Inc., Annual General Meeting, Sep 28, 2022.Upcoming Dividend • Jun 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 8.0% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.1%).お知らせ • Jun 03Fibergate Inc. to Report Fiscal Year 2022 Results on Aug 12, 2022Fibergate Inc. announced that they will report fiscal year 2022 results on Aug 12, 2022Reported Earnings • May 19Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥16.91 (up from JP¥12.86 in 3Q 2021). Revenue: JP¥2.62b (up 18% from 3Q 2021). Net income: JP¥345.0m (up 32% from 3Q 2021). Profit margin: 13% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 26%, compared to a 2.3% growth forecast for the 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 fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • May 14Fibergate Inc. Provides Consolidated Earnings Guidance for the Year Ending 2022Fibergate Inc. provided consolidated earnings guidance for the year ending 2022. For the year, the company expects net sales of JPY 10,750 million, operating income of JPY 1,770 million, Profit attributable to owners of parent of JPY 1,180 million Profit Per Share is JPY 58.01.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Chikako Shimahata was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,133, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 16% over the past three years.Reported Earnings • Feb 17Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥14.62 (up from JP¥14.32 in 2Q 2021). Revenue: JP¥2.32b (up 13% from 2Q 2021). Net income: JP¥299.0m (up 2.7% from 2Q 2021). Profit margin: 13% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 32%, compared to a 1.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 16Fibergate Inc. Provides Consolidated Earnings Guidance for the Year Ending 2022Fibergate Inc. provided consolidated earnings guidance for the year ending 2022. For the year, the company expects net sales of JPY 10,750 million, operating income of JPY 1,770 million, net income attributable to owners of parent of JPY 1,180 million or JPY 58.01 per basic share.お知らせ • Dec 06Fibergate Inc. (TSE:9450) announces an Equity Buyback for 92,900 shares, representing 0.45% for ¥100 million.Fibergate Inc. (TSE:9450) announces a share repurchase program. Under the program, the company will repurchase 92,900 shares, representing 0.45% of the outstanding shares for ¥100 million. The purpose of the program is to improve capital efficiency by comprehensively considering cash on hand and stock price level, and implementing it flexibly. The program will run until January 25, 2022. As of November 30, 2021, the company had 20,591,200 shares in issue(excluding treasury stock) and 103,716 shares in treasury.Reported Earnings • Nov 15First quarter 2022 earnings released: EPS JP¥8.93 (vs JP¥13.45 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥2.26b (up 6.1% from 1Q 2021). Net income: JP¥182.0m (down 33% from 1Q 2021). Profit margin: 8.1% (down from 13% 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 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥50.09 (vs JP¥36.15 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥8.49b (up 14% from FY 2020). Net income: JP¥1.02b (up 41% from FY 2020). Profit margin: 12% (up from 9.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,665, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Telecom industry in Japan. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,761 per share.Price Target Changed • Aug 20Price target increased to JP¥1,840Up from JP¥1,660, the current price target is an average from 3 analysts. New target price is 22% above last closing price of JP¥1,511. Stock is down 23% over the past year.Major Estimate Revision • Aug 20Consensus EPS estimates increase to JP¥57.94The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥10.3b to JP¥10.8b. EPS estimate increased from JP¥52.55 to JP¥57.94 per share. Net income forecast to grow 31% next year vs 10% growth forecast for Telecom industry in Japan. Consensus price target up from JP¥1,660 to JP¥1,840. Share price rose 8.6% to JP¥1,511 over the past week.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,590, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,780 per share.Reported Earnings • May 17Third quarter 2021 earnings released: EPS JP¥12.86 (vs JP¥14.67 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥2.22b (up 9.0% from 3Q 2020). Net income: JP¥262.0m (down 11% from 3Q 2020). Profit margin: 12% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.業績と収益の成長予測TSE:9450 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/202815,4001,500N/A3,12616/30/202714,5001,3709002,84326/30/202613,8901,2751,1102,943212/31/202513,2881,2871,2362,712N/A9/30/202513,4721,295N/AN/AN/A6/30/202513,0701,3191,5843,156N/A3/31/202512,8981,335N/AN/AN/A12/31/202413,3631,4901,5173,439N/A9/30/202412,8151,507N/AN/AN/A6/30/202412,6131,5674722,833N/A3/31/202414,1041,562N/AN/AN/A12/31/202313,3981,5371,8774,394N/A9/30/202313,0561,515N/AN/AN/A6/30/202312,7951,4821,8544,296N/A3/31/202311,6521,423N/AN/AN/A12/31/202211,2451,2683862,707N/A9/30/202210,9571,228N/AN/AN/A6/30/202210,6241,073422,295N/A3/31/20229,2911,019N/AN/AN/A12/31/20218,896936-8121,586N/A9/30/20218,621928N/AN/AN/A6/30/20218,4911,019-5351,710N/A3/31/20218,349863N/AN/AN/A12/31/20208,165896-2631,816N/A9/30/20207,822750N/AN/AN/A6/30/20207,424722-3321,732N/A3/31/20206,873713N/AN/AN/A12/31/20196,358633-3381,358N/A9/30/20195,883606N/AN/AN/A6/30/20195,446550N/A1,345N/A3/31/20195,121542N/AN/AN/A12/31/20184,761455N/AN/AN/A9/30/20184,400419N/AN/AN/A6/30/20183,977312N/A808N/A6/30/20172,787209N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 9450の予測収益成長率 (年間6.2% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 9450の収益 ( 6.2% ) JP市場 ( 9.9% ) よりも低い成長が予測されています。高成長収益: 9450の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 9450の収益 ( 5.6% ) JP市場 ( 5.9% ) よりも低い成長が予測されています。高い収益成長: 9450の収益 ( 5.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9450の 自己資本利益率 は、3年後には低くなると予測されています ( 16.9 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/15 09:26終値2026/05/15 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Fibergate Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Kazuki TokunagaDaiwa Securities Co. Ltd.Yasuyoshi MimuraIchiyoshi Research Institute Inc.Takuma YoshibayashiTokai Tokyo Intelligence Laboratory Co., Ltd.
Price Target Changed • Sep 13Price target decreased by 33% to JP¥950Down from JP¥1,415, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥723. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥64.60 for next year compared to JP¥65.18 last year.
Major Estimate Revision • May 23Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥13.9b to JP¥12.8b. EPS estimate also fell from JP¥73.40 per share to JP¥56.70 per share. Net income forecast to grow 5.0% next year vs 17% growth forecast for Telecom industry in Japan. Consensus price target down from JP¥1,415 to JP¥990. Share price fell 3.4% to JP¥778 over the past week.
Price Target Changed • May 22Price target decreased by 26% to JP¥990Down from JP¥1,343, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥797. Stock is down 37% over the past year. The company is forecast to post earnings per share of JP¥56.70 for next year compared to JP¥77.17 last year.
Major Estimate Revision • Aug 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥15.7b to JP¥14.3b. EPS estimate also fell from JP¥94.10 per share to JP¥78.90 per share. Net income forecast to grow 2.1% next year vs 4.8% growth forecast for Telecom industry in Japan. Consensus price target down from JP¥1,715 to JP¥1,515. Share price rose 3.2% to JP¥1,136 over the past week.
Price Target Changed • Nov 21Price target decreased by 8.2% to JP¥1,577Down from JP¥1,717, the current price target is an average from 3 analysts. New target price is 60% above last closing price of JP¥988. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of JP¥82.23 for next year compared to JP¥72.65 last year.
Price Target Changed • Aug 19Price target increased by 8.4% to JP¥1,717Up from JP¥1,583, the current price target is an average from 3 analysts. New target price is 22% above last closing price of JP¥1,404. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥83.49 for next year compared to JP¥72.65 last year.
お知らせ • Apr 24Fibergate Inc. to Report Fiscal Year 2026 Results on Aug 14, 2026Fibergate Inc. announced that they will report fiscal year 2026 results on Aug 14, 2026
Declared Dividend • Mar 13First half dividend of JP¥13.50 announcedDividend of JP¥13.50 is the same as last year. Ex-date: 29th June 2026 Payment date: 28th September 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 41% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥16.70 (vs JP¥16.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥16.70 (down from JP¥16.97 in 2Q 2025). Revenue: JP¥3.32b (down 5.3% from 2Q 2025). Net income: JP¥336.0m (down 2.3% from 2Q 2025). Profit margin: 10% (in line with 2Q 2025). Revenue is forecast to grow 5.6% 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 fallen by 2% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 14Fibergate Inc. Announces Dividend for the Six Months Ended December 31, 2025, Payable on March 12, 2026Fibergate Inc. announced dividend of JPY 13.50 per share for the six months ended December 31, 2025 against JPY 13.50 per share paid a year ago. Scheduled date to commence dividend payments is March 12, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 12 March 2026. Payout ratio is a comfortable 42% 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%).
Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥14.21 (vs JP¥15.29 in 1Q 2025)First quarter 2026 results: EPS: JP¥14.21 (down from JP¥15.29 in 1Q 2025). Revenue: JP¥3.46b (up 13% from 1Q 2025). Net income: JP¥286.0m (down 7.7% from 1Q 2025). Profit margin: 8.3% (down from 10% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% 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 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
分析記事 • Oct 05Fibergate (TSE:9450) Is Paying Out A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) will pay a dividend of ¥13.50 on the 12th of March. Based on this payment, the dividend...
Declared Dividend • Oct 05Final dividend of JP¥13.50 announcedDividend of JP¥13.50 is the same as last year. Ex-date: 29th December 2025 Payment date: 12th March 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 50% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 27+ 2 more updatesFibergate Inc. to Report Q3, 2026 Results on May 15, 2026Fibergate Inc. announced that they will report Q3, 2026 results on May 15, 2026
Price Target Changed • Sep 13Price target decreased by 33% to JP¥950Down from JP¥1,415, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥723. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥64.60 for next year compared to JP¥65.18 last year.
Board Change • Sep 13Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. 4 independent directors (6 non-independent directors). Independent Outside Director Tomohiro Obata was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Aug 14Fibergate Inc., Annual General Meeting, Sep 25, 2025Fibergate Inc., Annual General Meeting, Sep 25, 2025.
New Risk • Jun 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (3.3%).
分析記事 • May 28Fibergate (TSE:9450) Has Announced A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) has announced that it will pay a dividend of ¥13.50 per share on the 29th of September...
Major Estimate Revision • May 23Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥13.9b to JP¥12.8b. EPS estimate also fell from JP¥73.40 per share to JP¥56.70 per share. Net income forecast to grow 5.0% next year vs 17% growth forecast for Telecom industry in Japan. Consensus price target down from JP¥1,415 to JP¥990. Share price fell 3.4% to JP¥778 over the past week.
Price Target Changed • May 22Price target decreased by 26% to JP¥990Down from JP¥1,343, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥797. Stock is down 37% over the past year. The company is forecast to post earnings per share of JP¥56.70 for next year compared to JP¥77.17 last year.
Reported Earnings • May 19Third quarter 2025 earnings released: EPS: JP¥18.25 (vs JP¥25.90 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.25 (down from JP¥25.90 in 3Q 2024). Revenue: JP¥3.27b (down 13% from 3Q 2024). Net income: JP¥370.0m (down 30% from 3Q 2024). Profit margin: 11% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥812, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Telecom industry in Japan. Total loss to shareholders of 24% over the past three years.
分析記事 • May 14Fibergate (TSE:9450) Has Announced A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) will pay a dividend of ¥13.50 on the 29th of September. The payment will take the dividend...
分析記事 • Apr 17Fibergate (TSE:9450) Will Pay A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) has announced that it will pay a dividend of ¥13.50 per share on the 29th of September...
分析記事 • Apr 15Fibergate (TSE:9450) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥984, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 17% over the past three years.
分析記事 • Mar 14Fibergate (TSE:9450) Is Due To Pay A Dividend Of ¥13.50Fibergate Inc. ( TSE:9450 ) has announced that it will pay a dividend of ¥13.50 per share on the 29th of September...
Declared Dividend • Mar 13First half dividend of JP¥13.50 announcedShareholders will receive a dividend of JP¥13.50. Ex-date: 27th June 2025 Payment date: 29th September 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 50% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Mar 13Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. 4 independent directors (6 non-independent directors). Independent Outside Director Tomohiro Obata was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Feb 14Fibergate Inc. Decides to Pay Interim Dividends for the Fiscal Year Ended June 2025, Payable on March 12, 2025Fibergate Inc. announced that based on this policy, the company have decided to pay interim dividends of ¥13.5 per share for the fiscal year ended June 2025 with a record date of December 31, 2024, as per most recent dividend forecast. Reason for the dividend amount: The Group aims to expand its business performance through growth investments and regards the return of profits to shareholders as one of the most important management issues. Profits for each fiscal year will be divided into three major divisions and, in principle, one-third of which will be used as a source of profit dividends as a return to shareholders, another one-third will be used for returns to executives and employees, which are important human capital, and business investment for further growth of the Company, and the remaining one-third will be internal reserves.
お知らせ • Feb 10Fibergate Inc. to Report Fiscal Year 2025 Results on Aug 14, 2025Fibergate Inc. announced that they will report fiscal year 2025 results on Aug 14, 2025
お知らせ • Jan 17+ 1 more updateFibergate Inc. to Report Q3, 2025 Results on May 14, 2025Fibergate Inc. announced that they will report Q3, 2025 results on May 14, 2025
Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥15.29 (vs JP¥18.16 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.29 (down from JP¥18.16 in 1Q 2024). Revenue: JP¥3.05b (up 7.1% from 1Q 2024). Net income: JP¥310.0m (down 16% from 1Q 2024). Profit margin: 10% (down from 13% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Nov 15Fibergate Inc. (TSE:9450) Doing What It Can To Lift SharesWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider...
New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (116% cash payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).
分析記事 • Oct 10Fibergate's (TSE:9450) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Fibergate Inc. ( TSE:9450 ) has announced that it will be paying its dividend of ¥13.50 on the 12th of...
Declared Dividend • Oct 10Final dividend of JP¥13.50 announcedShareholders will receive a dividend of JP¥13.50. Ex-date: 27th December 2024 Payment date: 12th March 2025 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (17% earnings payout ratio) but not covered by cash flows (116% cash payout ratio). The dividend has increased by an average of 67% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥77.17 (up from JP¥72.65 in FY 2023). Revenue: JP¥12.6b (down 1.4% from FY 2023). Net income: JP¥1.57b (up 5.7% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 13% 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 20% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥15.7b to JP¥14.3b. EPS estimate also fell from JP¥94.10 per share to JP¥78.90 per share. Net income forecast to grow 2.1% next year vs 4.8% growth forecast for Telecom industry in Japan. Consensus price target down from JP¥1,715 to JP¥1,515. Share price rose 3.2% to JP¥1,136 over the past week.
Reported Earnings • Aug 19Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥77.17 (up from JP¥72.65 in FY 2023). Revenue: JP¥12.6b (down 1.4% from FY 2023). Net income: JP¥1.57b (up 5.7% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Aug 14Fibergate Inc., Annual General Meeting, Sep 26, 2024Fibergate Inc., Annual General Meeting, Sep 26, 2024.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥999, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Telecom industry in Japan. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥552 per share.
お知らせ • Jul 10Fibergate Inc. to Report Q1, 2025 Results on Nov 14, 2024Fibergate Inc. announced that they will report Q1, 2025 results on Nov 14, 2024
Upcoming Dividend • Jun 20Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 10% 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 (3.4%).
お知らせ • Jun 05Fibergate Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024Fibergate Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024
Reported Earnings • May 18Third quarter 2024 earnings released: EPS: JP¥25.90 (vs JP¥24.51 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.90 (up from JP¥24.51 in 3Q 2023). Revenue: JP¥3.73b (up 23% from 3Q 2023). Net income: JP¥525.0m (up 5.0% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • Apr 12Fibergate (TSE:9450) Is Increasing Its Dividend To ¥12.50Fibergate Inc.'s ( TSE:9450 ) dividend will be increasing from last year's payment of the same period to ¥12.50 on 30th...
分析記事 • Feb 27Fibergate's (TSE:9450) Dividend Will Be ¥5.00The board of Fibergate Inc. ( TSE:9450 ) has announced that it will pay a dividend of ¥5.00 per share on the 30th of...
Reported Earnings • Feb 19Second quarter 2024 earnings released: EPS: JP¥17.77 (vs JP¥16.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥17.77 (up from JP¥16.62 in 2Q 2023). Revenue: JP¥2.95b (up 13% from 2Q 2023). Net income: JP¥361.0m (up 6.5% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 12% 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 21% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Declared Dividend • Feb 16Dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 27th June 2024 Payment date: 30th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 30% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Nov 21Price target decreased by 8.2% to JP¥1,577Down from JP¥1,717, the current price target is an average from 3 analysts. New target price is 60% above last closing price of JP¥988. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of JP¥82.23 for next year compared to JP¥72.65 last year.
Reported Earnings • Nov 19First quarter 2024 earnings released: EPS: JP¥18.16 (vs JP¥16.52 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.16 (up from JP¥16.52 in 1Q 2023). Revenue: JP¥2.85b (up 10% from 1Q 2023). Net income: JP¥370.0m (up 9.8% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Nov 17Fibergate Inc. (TSE:9450) announces an Equity Buyback for 89,686 shares, representing 0.44% for ¥100 million.Fibergate Inc. (TSE:9450) announces a share repurchase program. Under the program, the company will repurchase 89,686 shares, representing 0.44% of the outstanding shares for ¥100 million. The purpose of the program is to improve capital efficiency by taking into consideration the cash on hand, stock price level, and other factors. The program will run until March 31, 2024. As of October 31, 2023, the company had 20,399,456 shares in issue(excluding treasury stock) and 232,607 shares in treasury.
お知らせ • Sep 30+ 2 more updatesFibergate Inc. to Report Q3, 2024 Results on May 14, 2024Fibergate Inc. announced that they will report Q3, 2024 results on May 14, 2024
お知らせ • Aug 26Fibergate Inc. Approves Dividend, Payable on September 28, 2023Fibergate Inc. at its meeting of board of directors held on August 25, 2023, approved dividend of JPY 10.00 per share compared to JPY 4.50 per share a year ago. The dividend is payable on September 28, 2023 with record date of June 30, 2023.
Price Target Changed • Aug 19Price target increased by 8.4% to JP¥1,717Up from JP¥1,583, the current price target is an average from 3 analysts. New target price is 22% above last closing price of JP¥1,404. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥83.49 for next year compared to JP¥72.65 last year.
お知らせ • Aug 16Fibergate Inc., Annual General Meeting, Sep 27, 2023Fibergate Inc., Annual General Meeting, Sep 27, 2023.
Reported Earnings • Aug 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥72.65 (up from JP¥52.57 in FY 2022). Revenue: JP¥12.8b (up 20% from FY 2022). Net income: JP¥1.48b (up 38% from FY 2022). Profit margin: 12% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 12% 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 22% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥9.00 per share at 0.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.9%).
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,491, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Telecom industry in Japan. Total returns to shareholders of 7.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,622 per share.
お知らせ • Jun 03Fibergate Inc. to Report Fiscal Year 2023 Results on Aug 14, 2023Fibergate Inc. announced that they will report fiscal year 2023 results on Aug 14, 2023
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,404, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Telecom industry in Japan. Total loss to shareholders of 2.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,386 per share.
Reported Earnings • May 18Third quarter 2023 earnings released: EPS: JP¥24.51 (vs JP¥16.91 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.51 (up from JP¥16.91 in 3Q 2022). Revenue: JP¥3.03b (up 16% from 3Q 2022). Net income: JP¥500.0m (up 45% from 3Q 2022). Profit margin: 17% (up from 13% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% 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 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 17Fibergate Inc. Provides Dividend Guidance for the Fiscal Year Ending June 30, 2023Fibergate Inc. announced annual dividend forecast for the fiscal year ending June 30, 2023, is expected to be JPY 9 per share, comprising an ordinary dividend of JPY 7 per share and a commemorative dividend of JPY 2 per share.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,065, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 7.7% over the past three years.
Reported Earnings • Feb 18Second quarter 2023 earnings released: EPS: JP¥16.62 (vs JP¥14.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.62 (up from JP¥14.62 in 2Q 2022). Revenue: JP¥2.61b (up 12% from 2Q 2022). Net income: JP¥339.0m (up 13% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue is forecast to grow 15% 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 20% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Feb 15+ 1 more updateFibergate Inc. Provides Consolidated Earnings Guidance for the First Quarter of Fiscal Year Ending September 30, 2023Fibergate Inc. provided consolidated earnings guidance for the first quarter of fiscal year ending September 30, 2023. For the quarter, the company expects net sales of JPY 12,900 million, operating profit of JPY 2,020 million, profit attributable to owners of parent of JPY 1,300 million or JPY 63.69 per share.
お知らせ • Dec 30Fibergate Inc. to Report Q2, 2023 Results on Feb 14, 2023Fibergate Inc. announced that they will report Q2, 2023 results on Feb 14, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Chikako Shimahata was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 15+ 1 more updateFibergate Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Fibergate Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected net sales of JPY 12,900 million, operating profit of JPY 2,020 million, profit attributable to owners of parent of JPY 1,300 million and profit per share of JPY 63.69.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,027, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 36% over the past three years.
Reported Earnings • Aug 14Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥52.57 (up from JP¥50.09 in FY 2021). Revenue: JP¥10.6b (up 25% from FY 2021). Net income: JP¥1.07b (up 5.3% from FY 2021). Profit margin: 10% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 12%, compared to a 2.7% growth forecast for the 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 fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Aug 13+ 1 more updateFibergate Inc. Provides Consolidated Earnings Guidance for the Year Ending 2023Fibergate Inc. provided consolidated earnings guidance for the year ending 2023. For the year, the company expects net sales of JPY 12,900 million, operating income of JPY 2,020 million, Profit attributable to owners of parent of JPY 1,300 million Profit Per Share is JPY 63.69.
お知らせ • Jul 09+ 1 more updateFibergate Inc., Annual General Meeting, Sep 28, 2022Fibergate Inc., Annual General Meeting, Sep 28, 2022.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 8.0% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.1%).
お知らせ • Jun 03Fibergate Inc. to Report Fiscal Year 2022 Results on Aug 12, 2022Fibergate Inc. announced that they will report fiscal year 2022 results on Aug 12, 2022
Reported Earnings • May 19Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥16.91 (up from JP¥12.86 in 3Q 2021). Revenue: JP¥2.62b (up 18% from 3Q 2021). Net income: JP¥345.0m (up 32% from 3Q 2021). Profit margin: 13% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 26%, compared to a 2.3% growth forecast for the 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 fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • May 14Fibergate Inc. Provides Consolidated Earnings Guidance for the Year Ending 2022Fibergate Inc. provided consolidated earnings guidance for the year ending 2022. For the year, the company expects net sales of JPY 10,750 million, operating income of JPY 1,770 million, Profit attributable to owners of parent of JPY 1,180 million Profit Per Share is JPY 58.01.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Chikako Shimahata was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,133, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 16% over the past three years.
Reported Earnings • Feb 17Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥14.62 (up from JP¥14.32 in 2Q 2021). Revenue: JP¥2.32b (up 13% from 2Q 2021). Net income: JP¥299.0m (up 2.7% from 2Q 2021). Profit margin: 13% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 32%, compared to a 1.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 16Fibergate Inc. Provides Consolidated Earnings Guidance for the Year Ending 2022Fibergate Inc. provided consolidated earnings guidance for the year ending 2022. For the year, the company expects net sales of JPY 10,750 million, operating income of JPY 1,770 million, net income attributable to owners of parent of JPY 1,180 million or JPY 58.01 per basic share.
お知らせ • Dec 06Fibergate Inc. (TSE:9450) announces an Equity Buyback for 92,900 shares, representing 0.45% for ¥100 million.Fibergate Inc. (TSE:9450) announces a share repurchase program. Under the program, the company will repurchase 92,900 shares, representing 0.45% of the outstanding shares for ¥100 million. The purpose of the program is to improve capital efficiency by comprehensively considering cash on hand and stock price level, and implementing it flexibly. The program will run until January 25, 2022. As of November 30, 2021, the company had 20,591,200 shares in issue(excluding treasury stock) and 103,716 shares in treasury.
Reported Earnings • Nov 15First quarter 2022 earnings released: EPS JP¥8.93 (vs JP¥13.45 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥2.26b (up 6.1% from 1Q 2021). Net income: JP¥182.0m (down 33% from 1Q 2021). Profit margin: 8.1% (down from 13% 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 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥50.09 (vs JP¥36.15 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥8.49b (up 14% from FY 2020). Net income: JP¥1.02b (up 41% from FY 2020). Profit margin: 12% (up from 9.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,665, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Telecom industry in Japan. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,761 per share.
Price Target Changed • Aug 20Price target increased to JP¥1,840Up from JP¥1,660, the current price target is an average from 3 analysts. New target price is 22% above last closing price of JP¥1,511. Stock is down 23% over the past year.
Major Estimate Revision • Aug 20Consensus EPS estimates increase to JP¥57.94The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥10.3b to JP¥10.8b. EPS estimate increased from JP¥52.55 to JP¥57.94 per share. Net income forecast to grow 31% next year vs 10% growth forecast for Telecom industry in Japan. Consensus price target up from JP¥1,660 to JP¥1,840. Share price rose 8.6% to JP¥1,511 over the past week.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,590, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,780 per share.
Reported Earnings • May 17Third quarter 2021 earnings released: EPS JP¥12.86 (vs JP¥14.67 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥2.22b (up 9.0% from 3Q 2020). Net income: JP¥262.0m (down 11% from 3Q 2020). Profit margin: 12% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.