EF-ON（9514）株式概要エフオンは日本でエネルギー・サービス会社として事業を展開している。 詳細9514 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績3/6財務の健全性3/6配当金5/6報酬当社が推定した公正価値より72.1%で取引されている 過去1年間で収益は309.7%増加しました 2.3%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない 今後3年間の収益は年平均18.1%減少すると予測されている。 意味のある時価総額がありません ( ¥7B )財務結果に影響を与える大きな一時的項目 +1 さらなるリスクすべてのリスクチェックを見る9514 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥348.00103.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture019b2016201920222025202620282031Revenue JP¥15.6bEarnings JP¥1.9bAdvancedSet Fair ValueView all narrativesEF-ON Inc. 競合他社eREXLtdSymbol: TSE:9517Market cap: JP¥63.4bRENOVASymbol: TSE:9519Market cap: JP¥108.7bEarth InfinityLtdSymbol: TSE:7692Market cap: JP¥10.4bGreenEnergySymbol: TSE:1436Market cap: JP¥22.3b価格と性能株価の高値、安値、推移の概要EF-ON過去の株価現在の株価JP¥348.0052週高値JP¥458.0052週安値JP¥313.00ベータ0.131ヶ月の変化-3.33%3ヶ月変化-3.06%1年変化0.58%3年間の変化-35.91%5年間の変化-64.38%IPOからの変化-86.08%最新ニュースNew Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (JP¥7.70b market cap, or US$48.8m).Reported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥91.61 (vs JP¥6.48 in 3Q 2025)Third quarter 2026 results: EPS: JP¥91.61 (up from JP¥6.48 in 3Q 2025). Revenue: JP¥4.88b (up 18% from 3Q 2025). Net income: JP¥1.94b (up JP¥1.80b from 3Q 2025). Profit margin: 40% (up from 3.3% in 3Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Asia are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.New Risk • May 05New 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 6.9% 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: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.87b market cap, or US$50.1m).Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥402, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Renewable Energy industry in Asia. Total loss to shareholders of 33% over the past three years.Declared Dividend • Feb 11Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 29th June 2026 Payment date: 8th September 2026 Dividend yield will be 2.3%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 10Second quarter 2026 earnings released: EPS: JP¥7.66 (vs JP¥7.62 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.66 (up from JP¥7.62 in 2Q 2025). Revenue: JP¥4.85b (up 12% from 2Q 2025). Net income: JP¥162.0m (flat on 2Q 2025). Profit margin: 3.3% (down from 3.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Asia are expected to grow by 8.7%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesNew Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (JP¥7.70b market cap, or US$48.8m).Reported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥91.61 (vs JP¥6.48 in 3Q 2025)Third quarter 2026 results: EPS: JP¥91.61 (up from JP¥6.48 in 3Q 2025). Revenue: JP¥4.88b (up 18% from 3Q 2025). Net income: JP¥1.94b (up JP¥1.80b from 3Q 2025). Profit margin: 40% (up from 3.3% in 3Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Asia are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.New Risk • May 05New 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 6.9% 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: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.87b market cap, or US$50.1m).Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥402, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Renewable Energy industry in Asia. Total loss to shareholders of 33% over the past three years.Declared Dividend • Feb 11Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 29th June 2026 Payment date: 8th September 2026 Dividend yield will be 2.3%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 10Second quarter 2026 earnings released: EPS: JP¥7.66 (vs JP¥7.62 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.66 (up from JP¥7.62 in 2Q 2025). Revenue: JP¥4.85b (up 12% from 2Q 2025). Net income: JP¥162.0m (flat on 2Q 2025). Profit margin: 3.3% (down from 3.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Asia are expected to grow by 8.7%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Dec 02EF-ON Inc. to Report Q2, 2026 Results on Feb 09, 2026EF-ON Inc. announced that they will report Q2, 2026 results on Feb 09, 2026Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥342, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Renewable Energy industry in Japan. Total loss to shareholders of 38% over the past three years.Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥5.01 (vs JP¥11.10 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.01 (down from JP¥11.10 in 1Q 2025). Revenue: JP¥4.92b (up 11% from 1Q 2025). Net income: JP¥106.0m (down 55% from 1Q 2025). Profit margin: 2.2% (down from 5.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 28% 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.分析記事 • Nov 07Is EF-ON (TSE:9514) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Nov 07New 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 6.7% 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (JP¥7.17b market cap, or US$46.8m).お知らせ • Sep 03EF-ON Inc. to Report Q1, 2026 Results on Nov 06, 2025EF-ON Inc. announced that they will report Q1, 2026 results on Nov 06, 2025分析記事 • Aug 28A Piece Of The Puzzle Missing From EF-ON Inc.'s (TSE:9514) 28% Share Price ClimbEF-ON Inc. ( TSE:9514 ) shareholders have had their patience rewarded with a 28% share price jump in the last month...Reported Earnings • Aug 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥33.25 (up from JP¥13.13 in FY 2024). Revenue: JP¥17.6b (flat on FY 2024). Net income: JP¥706.0m (up 151% from FY 2024). Profit margin: 4.0% (up from 1.6% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, while revenues in the Renewable Energy industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Aug 07EF-ON Inc., Annual General Meeting, Sep 26, 2025EF-ON Inc., Annual General Meeting, Sep 26, 2025.お知らせ • Jun 27EF-ON Inc. to Report Fiscal Year 2025 Results on Aug 07, 2025EF-ON Inc. announced that they will report fiscal year 2025 results on Aug 07, 2025Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 09 September 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.8%).Reported Earnings • May 09Third quarter 2025 earnings released: EPS: JP¥6.48 (vs JP¥2.72 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.48 (up from JP¥2.72 loss in 3Q 2024). Revenue: JP¥4.14b (down 1.5% from 3Q 2024). Net income: JP¥137.0m (up JP¥195.0m from 3Q 2024). Profit margin: 3.3% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (JP¥5.97b market cap, or US$40.8m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥282, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Renewable Energy industry in Asia. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥526 per share.分析記事 • Apr 05These Return Metrics Don't Make EF-ON (TSE:9514) Look Too StrongWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...お知らせ • Mar 06EF-ON Inc. to Report Q3, 2025 Results on May 08, 2025EF-ON Inc. announced that they will report Q3, 2025 results on May 08, 2025お知らせ • Feb 18EF-ON Inc. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2025EF-ON Inc. provided consolidated earnings guidance for the full year ending June 30, 2025. For the year, the company expects net sales of JPY 18,500 million, operating profit of JPY 1,200 million, profit attributable to owners of parent of JPY 710 million and basic earnings per share of JPY 33.31.Declared Dividend • Feb 14Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 27th June 2025 Payment date: 9th September 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 133% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 14Second quarter 2025 earnings released: EPS: JP¥7.62 (vs JP¥9.15 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.62 (down from JP¥9.15 in 2Q 2024). Revenue: JP¥4.34b (flat on 2Q 2024). Net income: JP¥162.0m (down 17% from 2Q 2024). Profit margin: 3.7% (down from 4.5% in 2Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Renewable Energy industry in Asia. 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 11% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Dec 18Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to JP¥385. The fair value is estimated to be JP¥484, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 133% in the next 2 years.お知らせ • Dec 03EF-ON Inc. to Report Q2, 2025 Results on Feb 12, 2025EF-ON Inc. announced that they will report Q2, 2025 results on Feb 12, 2025Buy Or Sell Opportunity • Nov 26Now 20% undervaluedOver the last 90 days, the stock has risen 4.4% to JP¥405. The fair value is estimated to be JP¥507, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 133% in the next 2 years.Reported Earnings • Nov 09First quarter 2025 earnings released: EPS: JP¥11.10 (vs JP¥4.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥11.10 (up from JP¥4.61 in 1Q 2024). Revenue: JP¥4.45b (down 2.3% from 1Q 2024). Net income: JP¥237.0m (up 139% from 1Q 2024). Profit margin: 5.3% (up from 2.2% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.分析記事 • Nov 08Market Participants Recognise EF-ON Inc.'s (TSE:9514) EarningsEF-ON Inc.'s ( TSE:9514 ) price-to-earnings (or "P/E") ratio of 29.6x might make it look like a strong sell right now...お知らせ • Nov 08EF-ON Inc. Provides Consolidated Earnings Guidance for the Six Months Ending December 31, 2024 and Full Year Ending June 30, 2025EF-ON Inc. provided consolidated earnings guidance for the six months ending December 31, 2024 and full year ending June 30, 2025. For the six months, the company expects net sales of JPY 9,000 million, operating profit of JPY 550 million, profit attributable to owners of parent of JPY 340 million and basic earnings per share of JPY 15.92. For the full year, the company expects net sales of JPY 18,500 million, operating profit of JPY 1,200 million, profit attributable to owners of parent of JPY 710 million and basic earnings per share of JPY 33.24.Reported Earnings • Oct 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥13.13 (down from JP¥38.35 in FY 2023). Revenue: JP¥17.5b (up 3.1% from FY 2023). Net income: JP¥281.0m (down 66% from FY 2023). Profit margin: 1.6% (down from 4.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% 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.New Risk • Sep 28New 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 8.4% 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: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (JP¥8.18b market cap, or US$57.5m).お知らせ • Sep 25EF-ON Inc. to Report Q1, 2025 Results on Nov 07, 2024EF-ON Inc. announced that they will report Q1, 2025 results on Nov 07, 2024Reported Earnings • Aug 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥13.13 (down from JP¥38.35 in FY 2023). Revenue: JP¥17.5b (up 3.1% from FY 2023). Net income: JP¥281.0m (down 66% from FY 2023). Profit margin: 1.6% (down from 4.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% 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.お知らせ • Aug 08EF-ON Inc., Annual General Meeting, Sep 27, 2024EF-ON Inc., Annual General Meeting, Sep 27, 2024.分析記事 • Aug 05EF-ON Inc.'s (TSE:9514) Popularity With Investors Under Threat As Stock Sinks 27%EF-ON Inc. ( TSE:9514 ) shareholders that were waiting for something to happen have been dealt a blow with a 27% share...New Risk • Aug 05New 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 6.7% 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: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (182% payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (JP¥6.32b market cap, or US$44.4m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥296, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Renewable Energy industry in Asia. Total loss to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥173 per share.Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 06 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.2%).お知らせ • Jun 19EF-ON Inc. to Report Fiscal Year 2024 Results on Aug 08, 2024EF-ON Inc. announced that they will report fiscal year 2024 results on Aug 08, 2024Reported Earnings • May 18Third quarter 2024 earnings released: JP¥2.72 loss per share (vs JP¥12.85 profit in 3Q 2023)Third quarter 2024 results: JP¥2.72 loss per share (down from JP¥12.85 profit in 3Q 2023). Revenue: JP¥4.20b (down 5.4% from 3Q 2023). Net loss: JP¥58.0m (down 121% from profit in 3Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Mar 02EF-ON Inc. to Report Q3, 2024 Results on May 14, 2024EF-ON Inc. announced that they will report Q3, 2024 results on May 14, 2024Major Estimate Revision • Feb 27Consensus EPS estimates increase by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥53.51 to JP¥69.81. Revenue forecast unchanged at JP¥18.5b. Net income forecast to grow 117% next year vs 32% growth forecast for Renewable Energy industry in Japan. Consensus price target of JP¥630 unchanged from last update. Share price was steady at JP¥406 over the past week.Reported Earnings • Feb 19Second quarter 2024 earnings released: EPS: JP¥9.15 (vs JP¥16.24 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.15 (down from JP¥16.24 in 2Q 2023). Revenue: JP¥4.33b (flat on 2Q 2023). Net income: JP¥196.0m (down 44% from 2Q 2023). Profit margin: 4.5% (down from 8.0% in 2Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.Declared Dividend • Feb 16Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 27th June 2024 Payment date: 6th September 2024 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 14% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 107% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 16+ 1 more updateEF-ON Inc. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2024EF-ON Inc. provided consolidated earnings guidance for the year ending June 30, 2024. For the year, the company expects net sales of JPY 18,000 million, operating profit of JPY 1,200 million, profit attributable to owners of parent of JPY 630 million and earnings per share of JPY 29.36.Major Estimate Revision • Dec 05Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥60.96 to JP¥53.51. Revenue forecast unchanged from JP¥17.6b at last update. Net income forecast to grow 111% next year vs 111% growth forecast for Renewable Energy industry in Japan. Consensus price target of JP¥630 unchanged from last update. Share price fell 2.9% to JP¥471 over the past week.お知らせ • Dec 02EF-ON Inc. to Report Q2, 2024 Results on Feb 14, 2024EF-ON Inc. announced that they will report Q2, 2024 results on Feb 14, 2024Reported Earnings • Nov 20First quarter 2024 earnings released: EPS: JP¥4.61 (vs JP¥15.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.61 (down from JP¥15.92 in 1Q 2023). Revenue: JP¥4.55b (up 9.7% from 1Q 2023). Net income: JP¥99.0m (down 71% from 1Q 2023). Profit margin: 2.2% (down from 8.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% 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.Major Estimate Revision • Oct 26Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥18.0b to JP¥17.6b. EPS estimate rose from JP¥52.10 to JP¥60.96. Net income forecast to grow 59% next year vs 47% growth forecast for Renewable Energy industry in Japan. Consensus price target down from JP¥670 to JP¥630. Share price rose 2.4% to JP¥473 over the past week.お知らせ • Sep 17EF-ON Inc. to Report Q1, 2024 Results on Nov 14, 2023EF-ON Inc. announced that they will report Q1, 2024 results on Nov 14, 2023Reported Earnings • Aug 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥38.35 (down from JP¥41.45 in FY 2022). Revenue: JP¥16.9b (up 28% from FY 2022). Net income: JP¥824.0m (down 7.7% from FY 2022). Profit margin: 4.9% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Aug 12EF-ON Inc., Annual General Meeting, Sep 26, 2023EF-ON Inc., Annual General Meeting, Sep 26, 2023.Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 07 September 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.4%).お知らせ • Jun 03EF-ON Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023EF-ON Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023Reported Earnings • May 18Third quarter 2023 earnings released: EPS: JP¥12.85 (vs JP¥11.40 in 3Q 2022)Third quarter 2023 results: EPS: JP¥12.85 (up from JP¥11.40 in 3Q 2022). Revenue: JP¥4.44b (up 31% from 3Q 2022). Net income: JP¥276.0m (up 13% from 3Q 2022). Profit margin: 6.2% (down from 7.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 17Ef-On Inc. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2023EF-ON Inc. provided consolidated earnings guidance for the full year ending June 30, 2023. For the year, the company expects net sales of JPY 17,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 1,500 million or JPY 69.81 per share.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥570, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Renewable Energy industry in Japan. Total loss to shareholders of 9.5% over the past three years.お知らせ • Feb 14+ 1 more updateEF-ON Inc. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2023EF-ON Inc. provided consolidated earnings guidance for the full year ending June 30, 2023. For the year, the company expects net sales of JPY 17,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 1,500 million or JPY 69.81 per share.Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥16.24 (vs JP¥8.44 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.24 (up from JP¥8.44 in 2Q 2022). Revenue: JP¥4.37b (up 34% from 2Q 2022). Net income: JP¥349.0m (up 92% from 2Q 2022). Profit margin: 8.0% (up from 5.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Nov 30EF-ON Inc. to Report Q2, 2023 Results on Feb 10, 2023EF-ON Inc. announced that they will report Q2, 2023 results on Feb 10, 2023Price Target Changed • Nov 16Price target increased to JP¥710Up from JP¥650, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥573. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥74.50 for next year compared to JP¥41.44 last year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (8 non-independent directors). Manager of Technology and Director Mutsumi Nagasawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Nov 15+ 1 more updateEf-On Inc. Provides Consolidated Earnings Guidance for the Six Months Ending December 31, 2022 and Fiscal Year Ending June 30, 2023EF-ON Inc. provided consolidated earnings guidance for the Six months ending December 31, 2022 and fiscal year ending June 30, 2023. For the Six months, The company expects net sales to be JPY 8,000 million, Operating profit to be JPY 1,200 million, profit attributable to owners of parent to be JPY 700 million or JPY 32.58 per basic share.For the year, The company expects net sales to be JPY 17,000 million, Operating profit to be JPY 2,500 million, profit attributable to owners of parent to be JPY 1,500 million or JPY 69.81 per basic share.Reported Earnings • Nov 13First quarter 2023 earnings released: EPS: JP¥15.92 (vs JP¥13.91 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.92 (up from JP¥13.91 in 1Q 2022). Revenue: JP¥4.15b (up 20% from 1Q 2022). Net income: JP¥342.0m (up 14% from 1Q 2022). Profit margin: 8.2% (down from 8.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Aug 31EF-ON Inc. to Report Q1, 2023 Results on Nov 11, 2022EF-ON Inc. announced that they will report Q1, 2023 results on Nov 11, 2022Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 33% share price gain to JP¥736, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Renewable Energy industry in Japan. Total returns to shareholders of 12% over the past three years.お知らせ • Aug 14EF-ON Inc., Annual General Meeting, Sep 27, 2022EF-ON Inc., Annual General Meeting, Sep 27, 2022.Reported Earnings • Aug 14Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥41.45 (down from JP¥77.32 in FY 2021). Revenue: JP¥13.3b (flat on FY 2021). Net income: JP¥893.0m (down 47% from FY 2021). Profit margin: 6.7% (down from 13% in FY 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 24%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).お知らせ • Jun 03EF-ON Inc. to Report Fiscal Year 2022 Results on Aug 12, 2022EF-ON Inc. announced that they will report fiscal year 2022 results on Aug 12, 2022Major Estimate Revision • Jun 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥50.05 to JP¥37.20. Revenue forecast unchanged from JP¥13.6b at last update. Net income forecast to grow 35% next year vs 32% growth forecast for Renewable Energy industry in Japan. Consensus price target of JP¥650 unchanged from last update. Share price rose 2.7% to JP¥536 over the past week.お知らせ • May 18+ 1 more updateEF-ON Inc Provides Dividend Guidance for the Year Ending June 30, 2022EF-ON Inc. provided dividend guidance for the year ending June 30, 2022. For the year, the company expects dividend of JPY 8.00 per share.Reported Earnings • May 16Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥11.40 (down from JP¥16.27 in 3Q 2021). Revenue: JP¥3.40b (up 4.2% from 3Q 2021). Net income: JP¥245.0m (down 30% from 3Q 2021). Profit margin: 7.2% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 19%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 12% per year.Price Target Changed • Apr 27Price target decreased to JP¥650Down from JP¥1,360, the current price target is an average from 2 analysts. New target price is 18% above last closing price of JP¥553. Stock is down 45% over the past year. The company is forecast to post earnings per share of JP¥50.05 for next year compared to JP¥77.32 last year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. No independent directors (7 non-independent directors). Manager of Technology and Director Mutsumi Nagasawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08EF-ON Inc. to Report Q3, 2022 Results on May 13, 2022EF-ON Inc. announced that they will report Q3, 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥589, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Renewable Energy industry in Japan. Total loss to shareholders of 17% over the past three years.お知らせ • Feb 15+ 1 more updateEf-On Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2022EF-ON Inc. provided consolidated earnings guidance for the fiscal year ending June 30, 2022. The company expects net sales to be JPY 13,500 million, Operating profit to be JPY 1,650 million, profit attributable to owners of parent to be JPY 1,050 million or JPY 48.60 per basic share.Reported Earnings • Feb 12Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: EPS: JP¥8.44 (down from JP¥20.43 in 2Q 2021). Revenue: JP¥3.25b (up 2.2% from 2Q 2021). Net income: JP¥182.0m (down 59% from 2Q 2021). Profit margin: 5.6% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 23%, compared to a 17% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 13% per year.Reported Earnings • Nov 16First quarter 2022 earnings released: EPS JP¥13.91 (vs JP¥25.56 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥3.45b (down 1.7% from 1Q 2021). Net income: JP¥301.0m (down 46% from 1Q 2021). Profit margin: 8.7% (down from 16% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 11% per year.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥934, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 23x in the Renewable Energy industry in Japan. Total loss to shareholders of 16% over the past three years.Price Target Changed • Sep 01Price target decreased to JP¥1,070Down from JP¥1,360, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥848. Stock is up 35% over the past year.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to JP¥855, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Renewable Energy industry in Japan. Total loss to shareholders of 24% over the past three years.Reported Earnings • Aug 15Full year 2021 earnings released: EPS JP¥77.32 (vs JP¥81.21 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥13.1b (up 7.6% from FY 2020). Net income: JP¥1.67b (down 4.8% from FY 2020). Profit margin: 13% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Aug 13EF-ON Inc. Provides Earnings Guidance for the Six Months Ending December 31, 2021 and Year Ending June 30, 2022EF-ON Inc. provided earnings guidance for the six months ending December 31, 2021 and year ending June 30, 2022. For the six months ending December 31, 2021, the company expects Net sales to be JPY 16,000 million, Operating profit to be JPY 3,100 million, profit attributable to owners of parent to be JPY 2,000 million, EPS to be JPY 92.43. For the year, the company expects Net sales to be JPY 14,500 million, Operating profit to be JPY 3,000 million, profit attributable to owners of parent to be JPY 2,000 million, EPS to be JPY 92.44.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,151, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Renewable Energy industry in Japan. Total loss to shareholders of 15% over the past three years.Price Target Changed • Jul 09Price target decreased to JP¥1,285Down from JP¥1,410, the current price target is an average from 2 analysts. New target price is 35% above last closing price of JP¥949. Stock is up 62% over the past year.Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 07 September 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.8%).お知らせ • May 16+ 1 more updateEF-ON Inc Provides Cash Dividend Guidance for the Ending June 30, 2021EF-ON Inc. provided cash dividend guidance for the ending June 30, 2021. For the year, the company expects JPY 8.00 per share compared to JPY 8.00 per share a year ago.Reported Earnings • May 14Third quarter 2021 earnings released: EPS JP¥16.27 (vs JP¥28.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.27b (down 9.2% from 3Q 2020). Net income: JP¥352.0m (down 42% from 3Q 2020). Profit margin: 11% (down from 17% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.株主還元9514JP Renewable EnergyJP 市場7D-12.1%-3.9%1.9%1Y0.6%53.9%41.5%株主還元を見る業界別リターン: 9514過去 1 年間で53.9 % の収益を上げたJP Renewable Energy業界を下回りました。リターン対市場: 9514は、過去 1 年間で41.5 % のリターンを上げたJP市場を下回りました。価格変動Is 9514's price volatile compared to industry and market?9514 volatility9514 Average Weekly Movement8.6%Renewable Energy Industry Average Movement9.4%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 9514の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 9514の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1997284Tomotada Shimazakiwww.ef-on.co.jp株式会社エフオンは日本でエネルギーサービス会社として営業している。同社は省エネルギー支援サービス事業とグリーンエネルギー事業セグメントを通じて事業を展開している。また、電力小売事業や林業事業にも携わっている。ボイラー、給湯機器、コンプレッサー、冷蔵庫、空調機器、照明機器、その他機器などの製品を提供している。同社は、森林の維持・管理、未利用木材や建設廃材、物資からの発電を行っている。旧社名は第一エネルギーサービス株式会社で、2016年10月に株式会社EF-ONに社名変更した。1997年に法人化され、東京に本社を置く。もっと見るEF-ON Inc. 基礎のまとめEF-ON の収益と売上を時価総額と比較するとどうか。9514 基礎統計学時価総額JP¥7.36b収益（TTM）JP¥2.38b売上高(TTM)JP¥19.33b3.1xPER（株価収益率0.4xP/Sレシオ9514 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計9514 損益計算書（TTM）収益JP¥19.33b売上原価JP¥17.15b売上総利益JP¥2.18bその他の費用-JP¥194.00m収益JP¥2.38b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）112.31グロス・マージン11.29%純利益率12.29%有利子負債／自己資本比率101.1%9514 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.3%現在の配当利回り7%配当性向9514 配当は確実ですか？9514 配当履歴とベンチマークを見る9514 、いつまでに購入すれば配当金を受け取れますか？EF-ON 配当日配当落ち日Jun 29 2026配当支払日Sep 08 2026配当落ちまでの日数29 days配当支払日までの日数100 days9514 配当は確実ですか？9514 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/30 02:23終値2026/05/29 00:00収益2026/03/31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EF-ON Inc. 1 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。1 アナリスト機関Syusaku NishikawaDaiwa Securities Co. Ltd.
New Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (JP¥7.70b market cap, or US$48.8m).
Reported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥91.61 (vs JP¥6.48 in 3Q 2025)Third quarter 2026 results: EPS: JP¥91.61 (up from JP¥6.48 in 3Q 2025). Revenue: JP¥4.88b (up 18% from 3Q 2025). Net income: JP¥1.94b (up JP¥1.80b from 3Q 2025). Profit margin: 40% (up from 3.3% in 3Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Asia are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
New Risk • May 05New 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 6.9% 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: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.87b market cap, or US$50.1m).
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥402, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Renewable Energy industry in Asia. Total loss to shareholders of 33% over the past three years.
Declared Dividend • Feb 11Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 29th June 2026 Payment date: 8th September 2026 Dividend yield will be 2.3%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 10Second quarter 2026 earnings released: EPS: JP¥7.66 (vs JP¥7.62 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.66 (up from JP¥7.62 in 2Q 2025). Revenue: JP¥4.85b (up 12% from 2Q 2025). Net income: JP¥162.0m (flat on 2Q 2025). Profit margin: 3.3% (down from 3.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Asia are expected to grow by 8.7%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
New Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (JP¥7.70b market cap, or US$48.8m).
Reported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥91.61 (vs JP¥6.48 in 3Q 2025)Third quarter 2026 results: EPS: JP¥91.61 (up from JP¥6.48 in 3Q 2025). Revenue: JP¥4.88b (up 18% from 3Q 2025). Net income: JP¥1.94b (up JP¥1.80b from 3Q 2025). Profit margin: 40% (up from 3.3% in 3Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Asia are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
New Risk • May 05New 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 6.9% 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: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.87b market cap, or US$50.1m).
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥402, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Renewable Energy industry in Asia. Total loss to shareholders of 33% over the past three years.
Declared Dividend • Feb 11Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 29th June 2026 Payment date: 8th September 2026 Dividend yield will be 2.3%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 10Second quarter 2026 earnings released: EPS: JP¥7.66 (vs JP¥7.62 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.66 (up from JP¥7.62 in 2Q 2025). Revenue: JP¥4.85b (up 12% from 2Q 2025). Net income: JP¥162.0m (flat on 2Q 2025). Profit margin: 3.3% (down from 3.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Asia are expected to grow by 8.7%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 02EF-ON Inc. to Report Q2, 2026 Results on Feb 09, 2026EF-ON Inc. announced that they will report Q2, 2026 results on Feb 09, 2026
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥342, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Renewable Energy industry in Japan. Total loss to shareholders of 38% over the past three years.
Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥5.01 (vs JP¥11.10 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.01 (down from JP¥11.10 in 1Q 2025). Revenue: JP¥4.92b (up 11% from 1Q 2025). Net income: JP¥106.0m (down 55% from 1Q 2025). Profit margin: 2.2% (down from 5.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 28% 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.
分析記事 • Nov 07Is EF-ON (TSE:9514) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Nov 07New 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 6.7% 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (JP¥7.17b market cap, or US$46.8m).
お知らせ • Sep 03EF-ON Inc. to Report Q1, 2026 Results on Nov 06, 2025EF-ON Inc. announced that they will report Q1, 2026 results on Nov 06, 2025
分析記事 • Aug 28A Piece Of The Puzzle Missing From EF-ON Inc.'s (TSE:9514) 28% Share Price ClimbEF-ON Inc. ( TSE:9514 ) shareholders have had their patience rewarded with a 28% share price jump in the last month...
Reported Earnings • Aug 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥33.25 (up from JP¥13.13 in FY 2024). Revenue: JP¥17.6b (flat on FY 2024). Net income: JP¥706.0m (up 151% from FY 2024). Profit margin: 4.0% (up from 1.6% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, while revenues in the Renewable Energy industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 07EF-ON Inc., Annual General Meeting, Sep 26, 2025EF-ON Inc., Annual General Meeting, Sep 26, 2025.
お知らせ • Jun 27EF-ON Inc. to Report Fiscal Year 2025 Results on Aug 07, 2025EF-ON Inc. announced that they will report fiscal year 2025 results on Aug 07, 2025
Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 09 September 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.8%).
Reported Earnings • May 09Third quarter 2025 earnings released: EPS: JP¥6.48 (vs JP¥2.72 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.48 (up from JP¥2.72 loss in 3Q 2024). Revenue: JP¥4.14b (down 1.5% from 3Q 2024). Net income: JP¥137.0m (up JP¥195.0m from 3Q 2024). Profit margin: 3.3% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (JP¥5.97b market cap, or US$40.8m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥282, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Renewable Energy industry in Asia. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥526 per share.
分析記事 • Apr 05These Return Metrics Don't Make EF-ON (TSE:9514) Look Too StrongWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
お知らせ • Mar 06EF-ON Inc. to Report Q3, 2025 Results on May 08, 2025EF-ON Inc. announced that they will report Q3, 2025 results on May 08, 2025
お知らせ • Feb 18EF-ON Inc. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2025EF-ON Inc. provided consolidated earnings guidance for the full year ending June 30, 2025. For the year, the company expects net sales of JPY 18,500 million, operating profit of JPY 1,200 million, profit attributable to owners of parent of JPY 710 million and basic earnings per share of JPY 33.31.
Declared Dividend • Feb 14Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 27th June 2025 Payment date: 9th September 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 133% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 14Second quarter 2025 earnings released: EPS: JP¥7.62 (vs JP¥9.15 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.62 (down from JP¥9.15 in 2Q 2024). Revenue: JP¥4.34b (flat on 2Q 2024). Net income: JP¥162.0m (down 17% from 2Q 2024). Profit margin: 3.7% (down from 4.5% in 2Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Renewable Energy industry in Asia. 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 11% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Dec 18Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to JP¥385. The fair value is estimated to be JP¥484, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 133% in the next 2 years.
お知らせ • Dec 03EF-ON Inc. to Report Q2, 2025 Results on Feb 12, 2025EF-ON Inc. announced that they will report Q2, 2025 results on Feb 12, 2025
Buy Or Sell Opportunity • Nov 26Now 20% undervaluedOver the last 90 days, the stock has risen 4.4% to JP¥405. The fair value is estimated to be JP¥507, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 133% in the next 2 years.
Reported Earnings • Nov 09First quarter 2025 earnings released: EPS: JP¥11.10 (vs JP¥4.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥11.10 (up from JP¥4.61 in 1Q 2024). Revenue: JP¥4.45b (down 2.3% from 1Q 2024). Net income: JP¥237.0m (up 139% from 1Q 2024). Profit margin: 5.3% (up from 2.2% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 08Market Participants Recognise EF-ON Inc.'s (TSE:9514) EarningsEF-ON Inc.'s ( TSE:9514 ) price-to-earnings (or "P/E") ratio of 29.6x might make it look like a strong sell right now...
お知らせ • Nov 08EF-ON Inc. Provides Consolidated Earnings Guidance for the Six Months Ending December 31, 2024 and Full Year Ending June 30, 2025EF-ON Inc. provided consolidated earnings guidance for the six months ending December 31, 2024 and full year ending June 30, 2025. For the six months, the company expects net sales of JPY 9,000 million, operating profit of JPY 550 million, profit attributable to owners of parent of JPY 340 million and basic earnings per share of JPY 15.92. For the full year, the company expects net sales of JPY 18,500 million, operating profit of JPY 1,200 million, profit attributable to owners of parent of JPY 710 million and basic earnings per share of JPY 33.24.
Reported Earnings • Oct 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥13.13 (down from JP¥38.35 in FY 2023). Revenue: JP¥17.5b (up 3.1% from FY 2023). Net income: JP¥281.0m (down 66% from FY 2023). Profit margin: 1.6% (down from 4.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% 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.
New Risk • Sep 28New 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 8.4% 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: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (JP¥8.18b market cap, or US$57.5m).
お知らせ • Sep 25EF-ON Inc. to Report Q1, 2025 Results on Nov 07, 2024EF-ON Inc. announced that they will report Q1, 2025 results on Nov 07, 2024
Reported Earnings • Aug 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥13.13 (down from JP¥38.35 in FY 2023). Revenue: JP¥17.5b (up 3.1% from FY 2023). Net income: JP¥281.0m (down 66% from FY 2023). Profit margin: 1.6% (down from 4.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% 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.
お知らせ • Aug 08EF-ON Inc., Annual General Meeting, Sep 27, 2024EF-ON Inc., Annual General Meeting, Sep 27, 2024.
分析記事 • Aug 05EF-ON Inc.'s (TSE:9514) Popularity With Investors Under Threat As Stock Sinks 27%EF-ON Inc. ( TSE:9514 ) shareholders that were waiting for something to happen have been dealt a blow with a 27% share...
New Risk • Aug 05New 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 6.7% 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: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (182% payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (JP¥6.32b market cap, or US$44.4m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥296, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Renewable Energy industry in Asia. Total loss to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥173 per share.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 06 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.2%).
お知らせ • Jun 19EF-ON Inc. to Report Fiscal Year 2024 Results on Aug 08, 2024EF-ON Inc. announced that they will report fiscal year 2024 results on Aug 08, 2024
Reported Earnings • May 18Third quarter 2024 earnings released: JP¥2.72 loss per share (vs JP¥12.85 profit in 3Q 2023)Third quarter 2024 results: JP¥2.72 loss per share (down from JP¥12.85 profit in 3Q 2023). Revenue: JP¥4.20b (down 5.4% from 3Q 2023). Net loss: JP¥58.0m (down 121% from profit in 3Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 02EF-ON Inc. to Report Q3, 2024 Results on May 14, 2024EF-ON Inc. announced that they will report Q3, 2024 results on May 14, 2024
Major Estimate Revision • Feb 27Consensus EPS estimates increase by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥53.51 to JP¥69.81. Revenue forecast unchanged at JP¥18.5b. Net income forecast to grow 117% next year vs 32% growth forecast for Renewable Energy industry in Japan. Consensus price target of JP¥630 unchanged from last update. Share price was steady at JP¥406 over the past week.
Reported Earnings • Feb 19Second quarter 2024 earnings released: EPS: JP¥9.15 (vs JP¥16.24 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.15 (down from JP¥16.24 in 2Q 2023). Revenue: JP¥4.33b (flat on 2Q 2023). Net income: JP¥196.0m (down 44% from 2Q 2023). Profit margin: 4.5% (down from 8.0% in 2Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
Declared Dividend • Feb 16Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 27th June 2024 Payment date: 6th September 2024 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 14% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 107% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 16+ 1 more updateEF-ON Inc. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2024EF-ON Inc. provided consolidated earnings guidance for the year ending June 30, 2024. For the year, the company expects net sales of JPY 18,000 million, operating profit of JPY 1,200 million, profit attributable to owners of parent of JPY 630 million and earnings per share of JPY 29.36.
Major Estimate Revision • Dec 05Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥60.96 to JP¥53.51. Revenue forecast unchanged from JP¥17.6b at last update. Net income forecast to grow 111% next year vs 111% growth forecast for Renewable Energy industry in Japan. Consensus price target of JP¥630 unchanged from last update. Share price fell 2.9% to JP¥471 over the past week.
お知らせ • Dec 02EF-ON Inc. to Report Q2, 2024 Results on Feb 14, 2024EF-ON Inc. announced that they will report Q2, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20First quarter 2024 earnings released: EPS: JP¥4.61 (vs JP¥15.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.61 (down from JP¥15.92 in 1Q 2023). Revenue: JP¥4.55b (up 9.7% from 1Q 2023). Net income: JP¥99.0m (down 71% from 1Q 2023). Profit margin: 2.2% (down from 8.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% 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.
Major Estimate Revision • Oct 26Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥18.0b to JP¥17.6b. EPS estimate rose from JP¥52.10 to JP¥60.96. Net income forecast to grow 59% next year vs 47% growth forecast for Renewable Energy industry in Japan. Consensus price target down from JP¥670 to JP¥630. Share price rose 2.4% to JP¥473 over the past week.
お知らせ • Sep 17EF-ON Inc. to Report Q1, 2024 Results on Nov 14, 2023EF-ON Inc. announced that they will report Q1, 2024 results on Nov 14, 2023
Reported Earnings • Aug 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥38.35 (down from JP¥41.45 in FY 2022). Revenue: JP¥16.9b (up 28% from FY 2022). Net income: JP¥824.0m (down 7.7% from FY 2022). Profit margin: 4.9% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 12EF-ON Inc., Annual General Meeting, Sep 26, 2023EF-ON Inc., Annual General Meeting, Sep 26, 2023.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 07 September 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.4%).
お知らせ • Jun 03EF-ON Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023EF-ON Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023
Reported Earnings • May 18Third quarter 2023 earnings released: EPS: JP¥12.85 (vs JP¥11.40 in 3Q 2022)Third quarter 2023 results: EPS: JP¥12.85 (up from JP¥11.40 in 3Q 2022). Revenue: JP¥4.44b (up 31% from 3Q 2022). Net income: JP¥276.0m (up 13% from 3Q 2022). Profit margin: 6.2% (down from 7.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 17Ef-On Inc. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2023EF-ON Inc. provided consolidated earnings guidance for the full year ending June 30, 2023. For the year, the company expects net sales of JPY 17,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 1,500 million or JPY 69.81 per share.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥570, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Renewable Energy industry in Japan. Total loss to shareholders of 9.5% over the past three years.
お知らせ • Feb 14+ 1 more updateEF-ON Inc. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2023EF-ON Inc. provided consolidated earnings guidance for the full year ending June 30, 2023. For the year, the company expects net sales of JPY 17,000 million, operating profit of JPY 2,500 million, profit attributable to owners of parent of JPY 1,500 million or JPY 69.81 per share.
Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥16.24 (vs JP¥8.44 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.24 (up from JP¥8.44 in 2Q 2022). Revenue: JP¥4.37b (up 34% from 2Q 2022). Net income: JP¥349.0m (up 92% from 2Q 2022). Profit margin: 8.0% (up from 5.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 30EF-ON Inc. to Report Q2, 2023 Results on Feb 10, 2023EF-ON Inc. announced that they will report Q2, 2023 results on Feb 10, 2023
Price Target Changed • Nov 16Price target increased to JP¥710Up from JP¥650, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥573. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥74.50 for next year compared to JP¥41.44 last year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (8 non-independent directors). Manager of Technology and Director Mutsumi Nagasawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Nov 15+ 1 more updateEf-On Inc. Provides Consolidated Earnings Guidance for the Six Months Ending December 31, 2022 and Fiscal Year Ending June 30, 2023EF-ON Inc. provided consolidated earnings guidance for the Six months ending December 31, 2022 and fiscal year ending June 30, 2023. For the Six months, The company expects net sales to be JPY 8,000 million, Operating profit to be JPY 1,200 million, profit attributable to owners of parent to be JPY 700 million or JPY 32.58 per basic share.For the year, The company expects net sales to be JPY 17,000 million, Operating profit to be JPY 2,500 million, profit attributable to owners of parent to be JPY 1,500 million or JPY 69.81 per basic share.
Reported Earnings • Nov 13First quarter 2023 earnings released: EPS: JP¥15.92 (vs JP¥13.91 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.92 (up from JP¥13.91 in 1Q 2022). Revenue: JP¥4.15b (up 20% from 1Q 2022). Net income: JP¥342.0m (up 14% from 1Q 2022). Profit margin: 8.2% (down from 8.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 31EF-ON Inc. to Report Q1, 2023 Results on Nov 11, 2022EF-ON Inc. announced that they will report Q1, 2023 results on Nov 11, 2022
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 33% share price gain to JP¥736, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Renewable Energy industry in Japan. Total returns to shareholders of 12% over the past three years.
お知らせ • Aug 14EF-ON Inc., Annual General Meeting, Sep 27, 2022EF-ON Inc., Annual General Meeting, Sep 27, 2022.
Reported Earnings • Aug 14Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥41.45 (down from JP¥77.32 in FY 2021). Revenue: JP¥13.3b (flat on FY 2021). Net income: JP¥893.0m (down 47% from FY 2021). Profit margin: 6.7% (down from 13% in FY 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 24%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).
お知らせ • Jun 03EF-ON Inc. to Report Fiscal Year 2022 Results on Aug 12, 2022EF-ON Inc. announced that they will report fiscal year 2022 results on Aug 12, 2022
Major Estimate Revision • Jun 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥50.05 to JP¥37.20. Revenue forecast unchanged from JP¥13.6b at last update. Net income forecast to grow 35% next year vs 32% growth forecast for Renewable Energy industry in Japan. Consensus price target of JP¥650 unchanged from last update. Share price rose 2.7% to JP¥536 over the past week.
お知らせ • May 18+ 1 more updateEF-ON Inc Provides Dividend Guidance for the Year Ending June 30, 2022EF-ON Inc. provided dividend guidance for the year ending June 30, 2022. For the year, the company expects dividend of JPY 8.00 per share.
Reported Earnings • May 16Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥11.40 (down from JP¥16.27 in 3Q 2021). Revenue: JP¥3.40b (up 4.2% from 3Q 2021). Net income: JP¥245.0m (down 30% from 3Q 2021). Profit margin: 7.2% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 19%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 12% per year.
Price Target Changed • Apr 27Price target decreased to JP¥650Down from JP¥1,360, the current price target is an average from 2 analysts. New target price is 18% above last closing price of JP¥553. Stock is down 45% over the past year. The company is forecast to post earnings per share of JP¥50.05 for next year compared to JP¥77.32 last year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. No independent directors (7 non-independent directors). Manager of Technology and Director Mutsumi Nagasawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08EF-ON Inc. to Report Q3, 2022 Results on May 13, 2022EF-ON Inc. announced that they will report Q3, 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥589, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Renewable Energy industry in Japan. Total loss to shareholders of 17% over the past three years.
お知らせ • Feb 15+ 1 more updateEf-On Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2022EF-ON Inc. provided consolidated earnings guidance for the fiscal year ending June 30, 2022. The company expects net sales to be JPY 13,500 million, Operating profit to be JPY 1,650 million, profit attributable to owners of parent to be JPY 1,050 million or JPY 48.60 per basic share.
Reported Earnings • Feb 12Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: EPS: JP¥8.44 (down from JP¥20.43 in 2Q 2021). Revenue: JP¥3.25b (up 2.2% from 2Q 2021). Net income: JP¥182.0m (down 59% from 2Q 2021). Profit margin: 5.6% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 23%, compared to a 17% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 13% per year.
Reported Earnings • Nov 16First quarter 2022 earnings released: EPS JP¥13.91 (vs JP¥25.56 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥3.45b (down 1.7% from 1Q 2021). Net income: JP¥301.0m (down 46% from 1Q 2021). Profit margin: 8.7% (down from 16% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 11% per year.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥934, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 23x in the Renewable Energy industry in Japan. Total loss to shareholders of 16% over the past three years.
Price Target Changed • Sep 01Price target decreased to JP¥1,070Down from JP¥1,360, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥848. Stock is up 35% over the past year.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to JP¥855, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Renewable Energy industry in Japan. Total loss to shareholders of 24% over the past three years.
Reported Earnings • Aug 15Full year 2021 earnings released: EPS JP¥77.32 (vs JP¥81.21 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥13.1b (up 7.6% from FY 2020). Net income: JP¥1.67b (down 4.8% from FY 2020). Profit margin: 13% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 13EF-ON Inc. Provides Earnings Guidance for the Six Months Ending December 31, 2021 and Year Ending June 30, 2022EF-ON Inc. provided earnings guidance for the six months ending December 31, 2021 and year ending June 30, 2022. For the six months ending December 31, 2021, the company expects Net sales to be JPY 16,000 million, Operating profit to be JPY 3,100 million, profit attributable to owners of parent to be JPY 2,000 million, EPS to be JPY 92.43. For the year, the company expects Net sales to be JPY 14,500 million, Operating profit to be JPY 3,000 million, profit attributable to owners of parent to be JPY 2,000 million, EPS to be JPY 92.44.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,151, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Renewable Energy industry in Japan. Total loss to shareholders of 15% over the past three years.
Price Target Changed • Jul 09Price target decreased to JP¥1,285Down from JP¥1,410, the current price target is an average from 2 analysts. New target price is 35% above last closing price of JP¥949. Stock is up 62% over the past year.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 07 September 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.8%).
お知らせ • May 16+ 1 more updateEF-ON Inc Provides Cash Dividend Guidance for the Ending June 30, 2021EF-ON Inc. provided cash dividend guidance for the ending June 30, 2021. For the year, the company expects JPY 8.00 per share compared to JPY 8.00 per share a year ago.
Reported Earnings • May 14Third quarter 2021 earnings released: EPS JP¥16.27 (vs JP¥28.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.27b (down 9.2% from 3Q 2020). Net income: JP¥352.0m (down 42% from 3Q 2020). Profit margin: 11% (down from 17% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.
