View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAGP 過去の業績過去 基準チェック /26AGPは、平均年間53.8%の収益成長を遂げていますが、 Infrastructure業界の収益は、年間 成長しています。収益は、平均年間6.8% 4.5%収益成長率で 成長しています。 AGPの自己資本利益率は8.8%であり、純利益率は5.6%です。主要情報53.79%収益成長率54.56%EPS成長率Infrastructure 業界の成長7.16%収益成長率4.55%株主資本利益率8.78%ネット・マージン5.57%前回の決算情報30 Jun 2025最近の業績更新お知らせ • Jul 07AGP Corporation to Report Q1, 2026 Results on Jul 30, 2025AGP Corporation announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥74.45 (vs JP¥52.72 in FY 2024)Full year 2025 results: EPS: JP¥74.45 (up from JP¥52.72 in FY 2024). Revenue: JP¥14.4b (up 11% from FY 2024). Net income: JP¥973.0m (up 41% from FY 2024). Profit margin: 6.7% (up from 5.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 27AGP Corporation to Report Fiscal Year 2025 Results on May 13, 2025AGP Corporation announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥22.42 (vs JP¥16.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.42 (up from JP¥16.91 in 3Q 2024). Revenue: JP¥3.78b (up 15% from 3Q 2024). Net income: JP¥293.0m (up 33% from 3Q 2024). Profit margin: 7.7% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 03AGP Corporation to Report Q3, 2025 Results on Jan 30, 2025AGP Corporation announced that they will report Q3, 2025 results on Jan 30, 2025分析記事 • Nov 06We Think That There Are Some Issues For AGP (TSE:9377) Beyond Its Promising EarningsAGP Corporation's ( TSE:9377 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...すべての更新を表示Recent updatesお知らせ • Jul 07AGP Corporation to Report Q1, 2026 Results on Jul 30, 2025AGP Corporation announced that they will report Q1, 2026 results on Jul 30, 2025お知らせ • Jun 30AGP Corporation to Delist from Standard Section of the Tokyo Stock Exchange, Effective September 29, 2025AGP Corporation will be delisted from Standard Section of the Tokyo Stock Exchange effective from September 29, 2025, due to Reverse stock split.分析記事 • Jun 20These 4 Measures Indicate That AGP (TSE:9377) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥1,930, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 305% over the past three years.お知らせ • Jun 07Japan Airlines Issues a Notice Regarding its View on AGP's Opposition to Shareholder ProposalOn June 6, 2025, Japan Airlines Co., Ltd. (JAL), submitted a shareholder proposal regarding the "Share Merger" at AGP Co., Ltd.'s (AGP) 60th Annual General Meeting scheduled for June 2025. AGP has publicly expressed its opposition to this shareholder proposal on three grounds: (1) lack of rationality in purpose, asserting that the proposal aims to constitute AGP's shareholders solely from the three shareholder companies, compromising AGP's neutrality and fairness; (2) lack of fairness in procedure, claiming that the absence of a public tender offer (TOB) undermines procedural fairness; and (3) lack of reasonableness in the proposed price, arguing that the proposed price of 1,550 yen per share does not reflect AGP's intrinsic value, which AGP estimates at 1,710 yen. JAL contends that the proposal is legitimate, aiming to enhance AGP's corporate value and address social issues, and emphasizes that the absence of a TOB does not pose a problem from the perspective of transaction fairness.分析記事 • May 20Market Participants Recognise AGP Corporation's (TSE:9377) Earnings Pushing Shares 37% HigherAGP Corporation ( TSE:9377 ) shareholders would be excited to see that the share price has had a great month, posting a...Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥74.45 (vs JP¥52.72 in FY 2024)Full year 2025 results: EPS: JP¥74.45 (up from JP¥52.72 in FY 2024). Revenue: JP¥14.4b (up 11% from FY 2024). Net income: JP¥973.0m (up 41% from FY 2024). Profit margin: 6.7% (up from 5.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • May 13AGP Corporation, Annual General Meeting, Jun 26, 2025AGP Corporation, Annual General Meeting, Jun 26, 2025.New Risk • Apr 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,413, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 190% over the past three years.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥949, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 98% over the past three years.分析記事 • Apr 05It's A Story Of Risk Vs Reward With AGP Corporation (TSE:9377)There wouldn't be many who think AGP Corporation's ( TSE:9377 ) price-to-earnings (or "P/E") ratio of 14.4x is worth a...New Risk • Apr 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$98.8m) 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. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥14.5b market cap, or US$98.8m).お知らせ • Mar 27AGP Corporation to Report Fiscal Year 2025 Results on May 13, 2025AGP Corporation announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥22.42 (vs JP¥16.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.42 (up from JP¥16.91 in 3Q 2024). Revenue: JP¥3.78b (up 15% from 3Q 2024). Net income: JP¥293.0m (up 33% from 3Q 2024). Profit margin: 7.7% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 03AGP Corporation to Report Q3, 2025 Results on Jan 30, 2025AGP Corporation announced that they will report Q3, 2025 results on Jan 30, 2025Declared Dividend • Dec 04First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.分析記事 • Nov 06We Think That There Are Some Issues For AGP (TSE:9377) Beyond Its Promising EarningsAGP Corporation's ( TSE:9377 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥14.08 (vs JP¥10.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.08 (up from JP¥10.03 in 2Q 2024). Revenue: JP¥3.46b (up 9.8% from 2Q 2024). Net income: JP¥184.0m (up 41% from 2Q 2024). Profit margin: 5.3% (up from 4.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 29Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥940. The fair value is estimated to be JP¥774, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Sep 27AGP Corporation to Report Q2, 2025 Results on Oct 30, 2024AGP Corporation announced that they will report Q2, 2025 results on Oct 30, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).分析記事 • Sep 04There's Reason For Concern Over AGP Corporation's (TSE:9377) Massive 27% Price JumpAGP Corporation ( TSE:9377 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Buy Or Sell Opportunity • Aug 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥970. The fair value is estimated to be JP¥802, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥14.62 (vs JP¥6.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.62 (up from JP¥6.05 in 1Q 2024). Revenue: JP¥3.14b (up 10.0% from 1Q 2024). Net income: JP¥191.0m (up 142% from 1Q 2024). Profit margin: 6.1% (up from 2.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not covered by cash flows (160% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 26% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.5% EPS decline seen over the last 5 years.お知らせ • Jun 28AGP Corporation to Report Q1, 2025 Results on Jul 30, 2024AGP Corporation announced that they will report Q1, 2025 results on Jul 30, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥52.72 (vs JP¥37.20 in FY 2023)Full year 2024 results: EPS: JP¥52.72 (up from JP¥37.20 in FY 2023). Revenue: JP¥13.0b (up 18% from FY 2023). Net income: JP¥689.0m (up 35% from FY 2023). Profit margin: 5.3% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • May 15AGP Corporation, Annual General Meeting, Jun 27, 2024AGP Corporation, Annual General Meeting, Jun 27, 2024.お知らせ • Mar 28AGP Corporation to Report Fiscal Year 2024 Results on May 13, 2024AGP Corporation announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥16.91 (vs JP¥8.73 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.91 (up from JP¥8.73 in 3Q 2023). Revenue: JP¥3.29b (up 19% from 3Q 2023). Net income: JP¥221.0m (up 83% from 3Q 2023). Profit margin: 6.7% (up from 4.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28AGP Corporation to Report Q3, 2024 Results on Jan 30, 2024AGP Corporation announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥10.02 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.02 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥3.15b (up 16% from 2Q 2023). Net income: JP¥131.0m (up 87% from 2Q 2023). Profit margin: 4.2% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 28AGP Corporation to Report Q2, 2024 Results on Oct 30, 2023AGP Corporation announced that they will report Q2, 2024 results on Oct 30, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥6.05 (vs JP¥9.54 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥6.05 (up from JP¥9.54 loss in 1Q 2023). Revenue: JP¥2.86b (up 16% from 1Q 2023). Net income: JP¥79.0m (up JP¥212.0m from 1Q 2023). Profit margin: 2.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28AGP Corporation to Report Q1, 2024 Results on Jul 28, 2023AGP Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Jun 24Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥37.20 (up from JP¥0.79 in FY 2022). Revenue: JP¥11.0b (up 6.3% from FY 2022). Net income: JP¥510.0m (up JP¥499.0m from FY 2022). Profit margin: 4.6% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 15%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥36.91 (up from JP¥0.79 in FY 2022). Revenue: JP¥11.0b (up 6.3% from FY 2022). Net income: JP¥506.0m (up JP¥495.0m from FY 2022). Profit margin: 4.6% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • May 10AGP Corporation, Annual General Meeting, Jun 21, 2023AGP Corporation, Annual General Meeting, Jun 21, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.4%).Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: JP¥8.73 (vs JP¥4.88 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.73 (up from JP¥4.88 loss in 3Q 2022). Revenue: JP¥2.75b (flat on 3Q 2022). Net income: JP¥121.0m (up JP¥189.0m from 3Q 2022). Profit margin: 4.4% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.お知らせ • Dec 29AGP Corporation to Report Q3, 2023 Results on Jan 27, 2023AGP Corporation announced that they will report Q3, 2023 results on Jan 27, 2023お知らせ • Dec 23AGP Corporation (TSE:9377) announces an Equity Buyback for 900,000 shares, representing 6.45% for ¥653.4 million.AGP Corporation (TSE:9377) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 shares, representing 6.45% of its issued share capital (excluding treasury stock), for ¥653.4 million. The shares will be repurchased at a price of ¥726 per share. The purpose of the program is to improve capital efficiency and enhance shareholder value. The program will run until December 23, 2022. As of September 30, 2022, the company had 13,950,000 shares in issue (excluding treasury stock) and 2,135 shares in treasury.Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥5.16 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥5.16 in 2Q 2022). Revenue: JP¥2.72b (up 10% from 2Q 2022). Net income: JP¥70.0m (down 2.8% from 2Q 2022). Profit margin: 2.6% (down from 2.9% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 120 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Kaori Sasaki was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥5.16 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥5.16 in 2Q 2022). Revenue: JP¥2.72b (up 10% from 2Q 2022). Net income: JP¥70.0m (down 2.8% from 2Q 2022). Profit margin: 2.6% (down from 2.9% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 124 percentage points per year, which is a significant difference in performance.お知らせ • Sep 28AGP Corporation to Report Q2, 2023 Results on Oct 27, 2022AGP Corporation announced that they will report Q2, 2023 results on Oct 27, 2022Reported Earnings • Aug 09First quarter 2023 earnings released: JP¥9.54 loss per share (vs JP¥4.23 loss in 1Q 2022)First quarter 2023 results: JP¥9.54 loss per share (down from JP¥4.23 loss in 1Q 2022). Revenue: JP¥2.47b (up 12% from 1Q 2022). Net loss: JP¥133.0m (loss widened 125% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.お知らせ • Jul 02AGP Corporation to Report Q1, 2023 Results on Jul 28, 2022AGP Corporation announced that they will report Q1, 2023 results on Jul 28, 2022Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥10.4b (flat on FY 2021). Net income: JP¥11.0m (up JP¥56.0m from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.お知らせ • May 12AGP Corporation, Annual General Meeting, Jun 21, 2022AGP Corporation, Annual General Meeting, Jun 21, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥0.79 (vs JP¥3.23 loss in FY 2021)Full year 2022 results: EPS: JP¥0.79 (up from JP¥3.23 loss in FY 2021). Revenue: JP¥10.4b (flat on FY 2021). Net income: JP¥11.0m (up JP¥56.0m from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 6 non-independent directors. Independent Outside Director Kaori Sasaki was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08AGP Corporation to Report Fiscal Year 2022 Results on May 09, 2022AGP Corporation announced that they will report fiscal year 2022 results on May 09, 2022Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥4.88 loss per share (down from JP¥1.00 loss in 3Q 2021). Revenue: JP¥2.77b (up 3.3% from 3Q 2021). Net loss: JP¥68.0m (loss widened 386% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥5.16 (vs JP¥6.17 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.46b (up 5.2% from 2Q 2021). Net income: JP¥72.0m (up JP¥158.0m from 2Q 2021). Profit margin: 2.9% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 30First quarter 2022 earnings released: JP¥4.23 loss per share (vs JP¥5.31 loss in 1Q 2021)The company reported a mediocre first quarter result with weaker revenues, although its control over expenses remained stable and losses reduced. First quarter 2022 results: Revenue: JP¥2.20b (down 19% from 1Q 2021). Net loss: JP¥59.0m (loss narrowed 20% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 26Full year 2021 earnings released: JP¥3.23 loss per share (vs JP¥35.71 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥10.4b (down 29% from FY 2020). Net loss: JP¥45.0m (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • May 12Full year 2021 earnings released: JP¥3.23 loss per share (vs JP¥35.71 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥10.4b (down 29% from FY 2020). Net loss: JP¥45.0m (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.分析記事 • Apr 15Does AGP (TYO:9377) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 10Is AGP (TYO:9377) Likely To Turn Things Around?There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Is New 90 Day High Low • Feb 17New 90-day high: JP¥488The company is up 8.0% from its price of JP¥450 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is flat over the same period.分析記事 • Feb 04Reflecting on AGP's (TYO:9377) Share Price Returns Over The Last Three YearsIf you love investing in stocks you're bound to buy some losers. But the long term shareholders of AGP Corporation...Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥1.00 loss per share (vs JP¥16.92 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.68b (down 27% from 3Q 2020). Net loss: JP¥14.0m (down 106% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.分析記事 • Dec 23Here's Why AGP (TYO:9377) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Dec 23New 90-day low: JP¥440The company is down 9.0% from its price of JP¥485 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 5.0% over the same period.分析記事 • Nov 18Returns On Capital At AGP (TYO:9377) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥7.00m, down 99% from the prior year. Total revenue was JP¥13.0b over the last 12 months, down 9.4% from the prior year.お知らせ • Sep 04AGP Corporation to Report Q2, 2021 Results on Oct 30, 2020AGP Corporation announced that they will report Q2, 2021 results on Oct 30, 2020お知らせ • Jun 29AGP Corporation to Report Q1, 2021 Results on Jul 30, 2020AGP Corporation announced that they will report Q1, 2021 results on Jul 30, 2020収支内訳AGP の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:9377 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費30 Jun 2514,6908181,643031 Mar 2514,4439731,600031 Dec 2414,0779261,506030 Sep 2413,5818541,460030 Jun 2413,2718011,408031 Mar 2412,9866891,384031 Dec 2312,3928831,289030 Sep 2311,8607831,212030 Jun 2311,4307221,136031 Mar 2311,0395101,042031 Dec 2210,8901241,002030 Sep 2210,906-65993030 Jun 2210,650-63977031 Mar 2210,38111936031 Dec 2110,10474894030 Sep 2110,016128879030 Jun 219,894-30873031 Mar 2110,404-45902031 Dec 2012,008-2431,011030 Sep 2012,99371,075030 Jun 2014,3973261,139031 Mar 2014,7424981,221031 Dec 1914,5011,0081,160030 Sep 1914,3369381,124030 Jun 1913,8358821,086031 Mar 1913,818877997031 Dec 1813,712774981030 Sep 1813,443851961030 Jun 1813,406903964031 Mar 1813,196914989031 Dec 1713,0149151,010030 Sep 1712,5947611,021030 Jun 1712,3387201,016031 Mar 1712,291754999031 Dec 1611,852665985030 Sep 1611,994694974030 Jun 1611,895658970031 Mar 1611,582547956031 Dec 1511,339552907030 Sep 1510,988531844030 Jun 1510,797478785031 Mar 1510,671469739031 Dec 1411,1404187130質の高い収益: 9377は 高品質の収益 を持っています。利益率の向上: 9377の現在の純利益率 (5.6%)は、昨年(6%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 9377の収益は過去 5 年間で年間53.8%増加しました。成長の加速: 9377の過去 1 年間の収益成長率 ( 2.1% ) は、5 年間の平均 ( 年間53.8%を下回っています。収益対業界: 9377の過去 1 年間の収益成長率 ( 2.1% ) Infrastructure業界12.8%を上回りませんでした。株主資本利益率高いROE: 9377の 自己資本利益率 ( 8.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTransportation 、過去の業績が好調な企業。View Financial Health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2025/10/01 14:04終値2025/09/26 00:00収益2025/06/30年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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AGP Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Takahiro MoriDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.
お知らせ • Jul 07AGP Corporation to Report Q1, 2026 Results on Jul 30, 2025AGP Corporation announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥74.45 (vs JP¥52.72 in FY 2024)Full year 2025 results: EPS: JP¥74.45 (up from JP¥52.72 in FY 2024). Revenue: JP¥14.4b (up 11% from FY 2024). Net income: JP¥973.0m (up 41% from FY 2024). Profit margin: 6.7% (up from 5.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 27AGP Corporation to Report Fiscal Year 2025 Results on May 13, 2025AGP Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥22.42 (vs JP¥16.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.42 (up from JP¥16.91 in 3Q 2024). Revenue: JP¥3.78b (up 15% from 3Q 2024). Net income: JP¥293.0m (up 33% from 3Q 2024). Profit margin: 7.7% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 03AGP Corporation to Report Q3, 2025 Results on Jan 30, 2025AGP Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
分析記事 • Nov 06We Think That There Are Some Issues For AGP (TSE:9377) Beyond Its Promising EarningsAGP Corporation's ( TSE:9377 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...
お知らせ • Jul 07AGP Corporation to Report Q1, 2026 Results on Jul 30, 2025AGP Corporation announced that they will report Q1, 2026 results on Jul 30, 2025
お知らせ • Jun 30AGP Corporation to Delist from Standard Section of the Tokyo Stock Exchange, Effective September 29, 2025AGP Corporation will be delisted from Standard Section of the Tokyo Stock Exchange effective from September 29, 2025, due to Reverse stock split.
分析記事 • Jun 20These 4 Measures Indicate That AGP (TSE:9377) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥1,930, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 305% over the past three years.
お知らせ • Jun 07Japan Airlines Issues a Notice Regarding its View on AGP's Opposition to Shareholder ProposalOn June 6, 2025, Japan Airlines Co., Ltd. (JAL), submitted a shareholder proposal regarding the "Share Merger" at AGP Co., Ltd.'s (AGP) 60th Annual General Meeting scheduled for June 2025. AGP has publicly expressed its opposition to this shareholder proposal on three grounds: (1) lack of rationality in purpose, asserting that the proposal aims to constitute AGP's shareholders solely from the three shareholder companies, compromising AGP's neutrality and fairness; (2) lack of fairness in procedure, claiming that the absence of a public tender offer (TOB) undermines procedural fairness; and (3) lack of reasonableness in the proposed price, arguing that the proposed price of 1,550 yen per share does not reflect AGP's intrinsic value, which AGP estimates at 1,710 yen. JAL contends that the proposal is legitimate, aiming to enhance AGP's corporate value and address social issues, and emphasizes that the absence of a TOB does not pose a problem from the perspective of transaction fairness.
分析記事 • May 20Market Participants Recognise AGP Corporation's (TSE:9377) Earnings Pushing Shares 37% HigherAGP Corporation ( TSE:9377 ) shareholders would be excited to see that the share price has had a great month, posting a...
Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥74.45 (vs JP¥52.72 in FY 2024)Full year 2025 results: EPS: JP¥74.45 (up from JP¥52.72 in FY 2024). Revenue: JP¥14.4b (up 11% from FY 2024). Net income: JP¥973.0m (up 41% from FY 2024). Profit margin: 6.7% (up from 5.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13AGP Corporation, Annual General Meeting, Jun 26, 2025AGP Corporation, Annual General Meeting, Jun 26, 2025.
New Risk • Apr 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,413, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 190% over the past three years.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥949, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 98% over the past three years.
分析記事 • Apr 05It's A Story Of Risk Vs Reward With AGP Corporation (TSE:9377)There wouldn't be many who think AGP Corporation's ( TSE:9377 ) price-to-earnings (or "P/E") ratio of 14.4x is worth a...
New Risk • Apr 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$98.8m) 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. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥14.5b market cap, or US$98.8m).
お知らせ • Mar 27AGP Corporation to Report Fiscal Year 2025 Results on May 13, 2025AGP Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥22.42 (vs JP¥16.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.42 (up from JP¥16.91 in 3Q 2024). Revenue: JP¥3.78b (up 15% from 3Q 2024). Net income: JP¥293.0m (up 33% from 3Q 2024). Profit margin: 7.7% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 03AGP Corporation to Report Q3, 2025 Results on Jan 30, 2025AGP Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
Declared Dividend • Dec 04First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
分析記事 • Nov 06We Think That There Are Some Issues For AGP (TSE:9377) Beyond Its Promising EarningsAGP Corporation's ( TSE:9377 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥14.08 (vs JP¥10.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.08 (up from JP¥10.03 in 2Q 2024). Revenue: JP¥3.46b (up 9.8% from 2Q 2024). Net income: JP¥184.0m (up 41% from 2Q 2024). Profit margin: 5.3% (up from 4.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 29Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥940. The fair value is estimated to be JP¥774, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Sep 27AGP Corporation to Report Q2, 2025 Results on Oct 30, 2024AGP Corporation announced that they will report Q2, 2025 results on Oct 30, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).
分析記事 • Sep 04There's Reason For Concern Over AGP Corporation's (TSE:9377) Massive 27% Price JumpAGP Corporation ( TSE:9377 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Buy Or Sell Opportunity • Aug 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥970. The fair value is estimated to be JP¥802, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥14.62 (vs JP¥6.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.62 (up from JP¥6.05 in 1Q 2024). Revenue: JP¥3.14b (up 10.0% from 1Q 2024). Net income: JP¥191.0m (up 142% from 1Q 2024). Profit margin: 6.1% (up from 2.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not covered by cash flows (160% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 26% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.5% EPS decline seen over the last 5 years.
お知らせ • Jun 28AGP Corporation to Report Q1, 2025 Results on Jul 30, 2024AGP Corporation announced that they will report Q1, 2025 results on Jul 30, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥52.72 (vs JP¥37.20 in FY 2023)Full year 2024 results: EPS: JP¥52.72 (up from JP¥37.20 in FY 2023). Revenue: JP¥13.0b (up 18% from FY 2023). Net income: JP¥689.0m (up 35% from FY 2023). Profit margin: 5.3% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15AGP Corporation, Annual General Meeting, Jun 27, 2024AGP Corporation, Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 28AGP Corporation to Report Fiscal Year 2024 Results on May 13, 2024AGP Corporation announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥16.91 (vs JP¥8.73 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.91 (up from JP¥8.73 in 3Q 2023). Revenue: JP¥3.29b (up 19% from 3Q 2023). Net income: JP¥221.0m (up 83% from 3Q 2023). Profit margin: 6.7% (up from 4.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28AGP Corporation to Report Q3, 2024 Results on Jan 30, 2024AGP Corporation announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥10.02 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.02 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥3.15b (up 16% from 2Q 2023). Net income: JP¥131.0m (up 87% from 2Q 2023). Profit margin: 4.2% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 28AGP Corporation to Report Q2, 2024 Results on Oct 30, 2023AGP Corporation announced that they will report Q2, 2024 results on Oct 30, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥6.05 (vs JP¥9.54 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥6.05 (up from JP¥9.54 loss in 1Q 2023). Revenue: JP¥2.86b (up 16% from 1Q 2023). Net income: JP¥79.0m (up JP¥212.0m from 1Q 2023). Profit margin: 2.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28AGP Corporation to Report Q1, 2024 Results on Jul 28, 2023AGP Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Jun 24Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥37.20 (up from JP¥0.79 in FY 2022). Revenue: JP¥11.0b (up 6.3% from FY 2022). Net income: JP¥510.0m (up JP¥499.0m from FY 2022). Profit margin: 4.6% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 15%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥36.91 (up from JP¥0.79 in FY 2022). Revenue: JP¥11.0b (up 6.3% from FY 2022). Net income: JP¥506.0m (up JP¥495.0m from FY 2022). Profit margin: 4.6% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • May 10AGP Corporation, Annual General Meeting, Jun 21, 2023AGP Corporation, Annual General Meeting, Jun 21, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.4%).
Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: JP¥8.73 (vs JP¥4.88 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.73 (up from JP¥4.88 loss in 3Q 2022). Revenue: JP¥2.75b (flat on 3Q 2022). Net income: JP¥121.0m (up JP¥189.0m from 3Q 2022). Profit margin: 4.4% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 29AGP Corporation to Report Q3, 2023 Results on Jan 27, 2023AGP Corporation announced that they will report Q3, 2023 results on Jan 27, 2023
お知らせ • Dec 23AGP Corporation (TSE:9377) announces an Equity Buyback for 900,000 shares, representing 6.45% for ¥653.4 million.AGP Corporation (TSE:9377) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 shares, representing 6.45% of its issued share capital (excluding treasury stock), for ¥653.4 million. The shares will be repurchased at a price of ¥726 per share. The purpose of the program is to improve capital efficiency and enhance shareholder value. The program will run until December 23, 2022. As of September 30, 2022, the company had 13,950,000 shares in issue (excluding treasury stock) and 2,135 shares in treasury.
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥5.16 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥5.16 in 2Q 2022). Revenue: JP¥2.72b (up 10% from 2Q 2022). Net income: JP¥70.0m (down 2.8% from 2Q 2022). Profit margin: 2.6% (down from 2.9% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 120 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Kaori Sasaki was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥5.16 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥5.16 in 2Q 2022). Revenue: JP¥2.72b (up 10% from 2Q 2022). Net income: JP¥70.0m (down 2.8% from 2Q 2022). Profit margin: 2.6% (down from 2.9% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 124 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 28AGP Corporation to Report Q2, 2023 Results on Oct 27, 2022AGP Corporation announced that they will report Q2, 2023 results on Oct 27, 2022
Reported Earnings • Aug 09First quarter 2023 earnings released: JP¥9.54 loss per share (vs JP¥4.23 loss in 1Q 2022)First quarter 2023 results: JP¥9.54 loss per share (down from JP¥4.23 loss in 1Q 2022). Revenue: JP¥2.47b (up 12% from 1Q 2022). Net loss: JP¥133.0m (loss widened 125% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 02AGP Corporation to Report Q1, 2023 Results on Jul 28, 2022AGP Corporation announced that they will report Q1, 2023 results on Jul 28, 2022
Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥10.4b (flat on FY 2021). Net income: JP¥11.0m (up JP¥56.0m from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
お知らせ • May 12AGP Corporation, Annual General Meeting, Jun 21, 2022AGP Corporation, Annual General Meeting, Jun 21, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥0.79 (vs JP¥3.23 loss in FY 2021)Full year 2022 results: EPS: JP¥0.79 (up from JP¥3.23 loss in FY 2021). Revenue: JP¥10.4b (flat on FY 2021). Net income: JP¥11.0m (up JP¥56.0m from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 6 non-independent directors. Independent Outside Director Kaori Sasaki was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08AGP Corporation to Report Fiscal Year 2022 Results on May 09, 2022AGP Corporation announced that they will report fiscal year 2022 results on May 09, 2022
Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥4.88 loss per share (down from JP¥1.00 loss in 3Q 2021). Revenue: JP¥2.77b (up 3.3% from 3Q 2021). Net loss: JP¥68.0m (loss widened 386% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥5.16 (vs JP¥6.17 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.46b (up 5.2% from 2Q 2021). Net income: JP¥72.0m (up JP¥158.0m from 2Q 2021). Profit margin: 2.9% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 30First quarter 2022 earnings released: JP¥4.23 loss per share (vs JP¥5.31 loss in 1Q 2021)The company reported a mediocre first quarter result with weaker revenues, although its control over expenses remained stable and losses reduced. First quarter 2022 results: Revenue: JP¥2.20b (down 19% from 1Q 2021). Net loss: JP¥59.0m (loss narrowed 20% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 26Full year 2021 earnings released: JP¥3.23 loss per share (vs JP¥35.71 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥10.4b (down 29% from FY 2020). Net loss: JP¥45.0m (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 12Full year 2021 earnings released: JP¥3.23 loss per share (vs JP¥35.71 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥10.4b (down 29% from FY 2020). Net loss: JP¥45.0m (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 15Does AGP (TYO:9377) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 10Is AGP (TYO:9377) Likely To Turn Things Around?There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Is New 90 Day High Low • Feb 17New 90-day high: JP¥488The company is up 8.0% from its price of JP¥450 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is flat over the same period.
分析記事 • Feb 04Reflecting on AGP's (TYO:9377) Share Price Returns Over The Last Three YearsIf you love investing in stocks you're bound to buy some losers. But the long term shareholders of AGP Corporation...
Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥1.00 loss per share (vs JP¥16.92 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.68b (down 27% from 3Q 2020). Net loss: JP¥14.0m (down 106% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
分析記事 • Dec 23Here's Why AGP (TYO:9377) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Dec 23New 90-day low: JP¥440The company is down 9.0% from its price of JP¥485 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 5.0% over the same period.
分析記事 • Nov 18Returns On Capital At AGP (TYO:9377) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥7.00m, down 99% from the prior year. Total revenue was JP¥13.0b over the last 12 months, down 9.4% from the prior year.
お知らせ • Sep 04AGP Corporation to Report Q2, 2021 Results on Oct 30, 2020AGP Corporation announced that they will report Q2, 2021 results on Oct 30, 2020
お知らせ • Jun 29AGP Corporation to Report Q1, 2021 Results on Jul 30, 2020AGP Corporation announced that they will report Q1, 2021 results on Jul 30, 2020