View ValuationTIS 将来の成長Future 基準チェック /06TIS利益と収益がそれぞれ年間7.1%と3.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.3% 8.6%なると予測されています。主要情報7.1%収益成長率8.61%EPS成長率IT 収益成長0%収益成長率3.7%将来の株主資本利益率16.33%アナリストカバレッジGood最終更新日03 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 31Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. 2 independent directors (6 non-independent directors). Non-Executive Chairman of the Board Toru Kuwano is the most experienced director on the board, commencing their role in 2000. Independent Outside Director Mitsuhiro Furusawa was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Jan 24TIS Inc. (TSE:3626) acquired NTQ Solution JSC.TIS Inc. (TSE:3626) acquired NTQ Solution JSC on December 24, 2024. Naomichi Nosaka and Kensuke Nakatsuka of Lincoln International acted as financial advisor to TIS Inc. TIS Inc. (TSE:3626) completed the acquisition of NTQ Solution JSC on December 24, 2024.お知らせ • Dec 25TIS Inc. to Report Q3, 2025 Results on Feb 04, 2025TIS Inc. announced that they will report Q3, 2025 results on Feb 04, 2025お知らせ • Sep 25TIS Inc. to Report First Half, 2025 Results on Oct 31, 2024TIS Inc. announced that they will report first half, 2025 results on Oct 31, 2024お知らせ • Jun 25TIS Inc. to Report Q1, 2025 Results on Jul 30, 2024TIS Inc. announced that they will report Q1, 2025 results on Jul 30, 2024お知らせ • May 10TIS Inc., Annual General Meeting, Jun 25, 2024TIS Inc., Annual General Meeting, Jun 25, 2024.お知らせ • May 09TIS Inc. (TSE:3626) announces an Equity Buyback for 2,500,000 shares, representing 1.06% for ¥6,500 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 1.06% of the outstanding shares for ¥6,200 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until July 31, 2024. As of March 31, 2024, the company had 236,232,177 shares outstanding (excluding treasury stock) and 1,234 shares in treasury.お知らせ • Apr 13TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd.TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd. on April 12, 2024.お知らせ • Mar 24TIS Inc. to Report Fiscal Year 2024 Results on May 08, 2024TIS Inc. announced that they will report fiscal year 2024 results on May 08, 2024お知らせ • Dec 23TIS Inc. to Report Q3, 2024 Results on Feb 02, 2024TIS Inc. announced that they will report Q3, 2024 results on Feb 02, 2024お知らせ • Sep 23TIS Inc. to Report Q2, 2024 Results on Nov 01, 2023TIS Inc. announced that they will report Q2, 2024 results on Nov 01, 2023お知らせ • Jun 21TIS Inc. to Report Q1, 2024 Results on Aug 02, 2023TIS Inc. announced that they will report Q1, 2024 results on Aug 02, 2023お知らせ • May 10+ 1 more updateTIS Inc., Annual General Meeting, Jun 23, 2023TIS Inc., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥32.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥54.90 (vs JP¥55.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥54.90 (down from JP¥55.67 in 3Q 2022). Revenue: JP¥125.1b (up 5.3% from 3Q 2022). Net income: JP¥13.3b (down 4.1% from 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global IT industry.お知らせ • Jan 29TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd.TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd. on January 16, 2023. Tigmanshu Dubey, Tetsuya Fujii, Naomichi Nosaka and Sathya Ramanathan of Lincoln International acted as financial advisor to TIS Inc.TIS Inc. (TSE:3626) completed the acquisition of Vector Management Consulting Pvt. Ltd. on January 16, 2023.お知らせ • Dec 23TIS Inc. to Report Nine Months, 2023 Results on Feb 03, 2023TIS Inc. announced that they will report nine months, 2023 results on Feb 03, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in South America.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in South America.お知らせ • Sep 22TIS Inc. to Report First Half, 2023 Results on Nov 02, 2022TIS Inc. announced that they will report first half, 2023 results on Nov 02, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (6.3%). Lower than average of industry peers (3.6%).お知らせ • Sep 03TIS Inc. (TSE:3626) acquired Fixel Co., Ltd.TIS Inc. (TSE:3626) acquired Fixel Co., Ltd. on September 1, 2022. TIS Inc. (TSE:3626) completed the acquisition of Fixel Co., Ltd. on September 1, 2022.Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥35.31 (vs JP¥27.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.31 (up from JP¥27.92 in 1Q 2022). Revenue: JP¥118.1b (up 4.0% from 1Q 2022). Net income: JP¥8.76b (up 25% from 1Q 2022). Profit margin: 7.4% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 13% growth forecast for the industry in Mexico.Board Change • Jul 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 24TIS Inc. to Report Q1, 2023 Results on Aug 04, 2022TIS Inc. announced that they will report Q1, 2023 results on Aug 04, 2022Board Change • May 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 13TIS Inc. (TSE:3626) announces an Equity Buyback for 12,000,000 shares, representing 4.78% for ¥30,000 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 12,000,000 shares, representing 4.78% of the outstanding shares for ¥30,000 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until March 30, 2023. As of March 31, 2022, the company had 251,159,620 shares outstanding and 1,274 shares in treasury.お知らせ • May 12TIS Inc., Annual General Meeting, Jun 24, 2022TIS Inc., Annual General Meeting, Jun 24, 2022.Board Change • Mar 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to Mex$477, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 22x in the IT industry globally. Total returns to shareholders of 7.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$520 per share.Board Change • Feb 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥33.96 (vs JP¥18.98 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥120.8b (up 8.9% from 2Q 2021). Net income: JP¥8.52b (up 79% from 2Q 2021). Profit margin: 7.1% (up from 4.3% in 2Q 2021). The increase in margin was driven by higher revenue.Board Change • Nov 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Oct 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Aug 17Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent External Director Naoko Mizukoshi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥27.92 (vs JP¥22.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥113.5b (up 13% from 1Q 2021). Net income: JP¥7.00b (up 27% from 1Q 2021). Profit margin: 6.2% (up from 5.5% in 1Q 2021). The increase in margin was driven by higher revenue.Board Change • Jul 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent External Director Naoko Mizukoshi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥111 (vs JP¥117 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¥448.4b (up 1.1% from FY 2020). Net income: JP¥27.7b (down 5.8% from FY 2020). Profit margin: 6.2% (down from 6.6% in FY 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥511, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the IT industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$381 per share.業績と収益の成長予測BMV:3626 N - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029670,18861,70056,73081,23083/31/2028645,92558,14250,03274,783133/31/2027621,62857,30648,75573,780133/31/2026596,47946,62453,43081,447N/A12/31/2025591,37753,734N/AN/AN/A9/30/2025584,65452,89843,13970,324N/A6/30/2025577,94851,853N/AN/AN/A3/31/2025571,68750,01238,33663,748N/A12/31/2024560,82151,157N/AN/AN/A9/30/2024557,07449,40647,48371,965N/A6/30/2024553,63049,405N/AN/AN/A3/31/2024549,00448,87343,64762,578N/A12/31/2023542,76255,493N/AN/AN/A9/30/2023530,58356,93437,20549,608N/A6/30/2023519,75756,845N/AN/AN/A3/31/2023508,40055,46123,25233,634N/A12/31/2022499,79642,206N/AN/AN/A9/30/2022493,52042,77530,26539,560N/A6/30/2022487,09941,223N/AN/AN/A3/31/2022482,54739,46240,84756,126N/A12/31/2021483,48338,985N/AN/AN/A9/30/2021471,40732,93620,75943,762N/A6/30/2021461,50429,167N/AN/AN/A3/31/2021448,38327,69211,82233,345N/A12/31/2020442,74127,096N/AN/AN/A9/30/2020438,72926,42216,17132,744N/A6/30/2020443,12628,832N/AN/AN/A3/31/2020443,71729,41122,47938,569N/A12/31/2019436,81729,491N/AN/AN/A9/30/2019434,03528,608N/A26,636N/A6/30/2019425,29227,809N/AN/AN/A3/31/2019420,76926,034N/A37,558N/A12/31/2018419,58824,139N/AN/AN/A9/30/2018413,86522,710N/A41,977N/A6/30/2018410,33721,257N/AN/AN/A3/31/2018405,64820,620N/A36,386N/A12/31/2017401,71118,515N/AN/AN/A9/30/2017399,18819,227N/A36,154N/A6/30/2017396,04817,243N/AN/AN/A3/31/2017393,39816,306N/A18,952N/A12/31/2016392,80216,816N/AN/AN/A9/30/2016389,02912,758N/A23,875N/A6/30/2016386,16413,476N/AN/AN/A3/31/2016382,68912,678N/A25,496N/A12/31/2015376,73312,522N/AN/AN/A9/30/2015370,85711,987N/A19,066N/A6/30/2015366,62111,887N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3626 Nの予測収益成長率 (年間7.1% ) は 貯蓄率 ( 9% ) を下回っています。収益対市場: 3626 Nの収益 ( 7.1% ) MX市場 ( 8.8% ) よりも低い成長が予測されています。高成長収益: 3626 Nの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 3626 Nの収益 ( 3.7% ) MX市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: 3626 Nの収益 ( 3.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3626 Nの 自己資本利益率 は、3年後には低くなると予測されています ( 16.3 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/05 23:53終値2026/05/29 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TIS Inc. 13 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。22 アナリスト機関Yuki KanekoBofA Global ResearchMoriya KoketsuCitigroup IncMakoto UenoDaiwa Securities Co. Ltd.19 その他のアナリストを表示
Board Change • May 31Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. 2 independent directors (6 non-independent directors). Non-Executive Chairman of the Board Toru Kuwano is the most experienced director on the board, commencing their role in 2000. Independent Outside Director Mitsuhiro Furusawa was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 24TIS Inc. (TSE:3626) acquired NTQ Solution JSC.TIS Inc. (TSE:3626) acquired NTQ Solution JSC on December 24, 2024. Naomichi Nosaka and Kensuke Nakatsuka of Lincoln International acted as financial advisor to TIS Inc. TIS Inc. (TSE:3626) completed the acquisition of NTQ Solution JSC on December 24, 2024.
お知らせ • Dec 25TIS Inc. to Report Q3, 2025 Results on Feb 04, 2025TIS Inc. announced that they will report Q3, 2025 results on Feb 04, 2025
お知らせ • Sep 25TIS Inc. to Report First Half, 2025 Results on Oct 31, 2024TIS Inc. announced that they will report first half, 2025 results on Oct 31, 2024
お知らせ • Jun 25TIS Inc. to Report Q1, 2025 Results on Jul 30, 2024TIS Inc. announced that they will report Q1, 2025 results on Jul 30, 2024
お知らせ • May 10TIS Inc., Annual General Meeting, Jun 25, 2024TIS Inc., Annual General Meeting, Jun 25, 2024.
お知らせ • May 09TIS Inc. (TSE:3626) announces an Equity Buyback for 2,500,000 shares, representing 1.06% for ¥6,500 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 1.06% of the outstanding shares for ¥6,200 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until July 31, 2024. As of March 31, 2024, the company had 236,232,177 shares outstanding (excluding treasury stock) and 1,234 shares in treasury.
お知らせ • Apr 13TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd.TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd. on April 12, 2024.
お知らせ • Mar 24TIS Inc. to Report Fiscal Year 2024 Results on May 08, 2024TIS Inc. announced that they will report fiscal year 2024 results on May 08, 2024
お知らせ • Dec 23TIS Inc. to Report Q3, 2024 Results on Feb 02, 2024TIS Inc. announced that they will report Q3, 2024 results on Feb 02, 2024
お知らせ • Sep 23TIS Inc. to Report Q2, 2024 Results on Nov 01, 2023TIS Inc. announced that they will report Q2, 2024 results on Nov 01, 2023
お知らせ • Jun 21TIS Inc. to Report Q1, 2024 Results on Aug 02, 2023TIS Inc. announced that they will report Q1, 2024 results on Aug 02, 2023
お知らせ • May 10+ 1 more updateTIS Inc., Annual General Meeting, Jun 23, 2023TIS Inc., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥32.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥54.90 (vs JP¥55.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥54.90 (down from JP¥55.67 in 3Q 2022). Revenue: JP¥125.1b (up 5.3% from 3Q 2022). Net income: JP¥13.3b (down 4.1% from 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global IT industry.
お知らせ • Jan 29TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd.TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd. on January 16, 2023. Tigmanshu Dubey, Tetsuya Fujii, Naomichi Nosaka and Sathya Ramanathan of Lincoln International acted as financial advisor to TIS Inc.TIS Inc. (TSE:3626) completed the acquisition of Vector Management Consulting Pvt. Ltd. on January 16, 2023.
お知らせ • Dec 23TIS Inc. to Report Nine Months, 2023 Results on Feb 03, 2023TIS Inc. announced that they will report nine months, 2023 results on Feb 03, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in South America.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in South America.
お知らせ • Sep 22TIS Inc. to Report First Half, 2023 Results on Nov 02, 2022TIS Inc. announced that they will report first half, 2023 results on Nov 02, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (6.3%). Lower than average of industry peers (3.6%).
お知らせ • Sep 03TIS Inc. (TSE:3626) acquired Fixel Co., Ltd.TIS Inc. (TSE:3626) acquired Fixel Co., Ltd. on September 1, 2022. TIS Inc. (TSE:3626) completed the acquisition of Fixel Co., Ltd. on September 1, 2022.
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥35.31 (vs JP¥27.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.31 (up from JP¥27.92 in 1Q 2022). Revenue: JP¥118.1b (up 4.0% from 1Q 2022). Net income: JP¥8.76b (up 25% from 1Q 2022). Profit margin: 7.4% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 13% growth forecast for the industry in Mexico.
Board Change • Jul 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 24TIS Inc. to Report Q1, 2023 Results on Aug 04, 2022TIS Inc. announced that they will report Q1, 2023 results on Aug 04, 2022
Board Change • May 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 13TIS Inc. (TSE:3626) announces an Equity Buyback for 12,000,000 shares, representing 4.78% for ¥30,000 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 12,000,000 shares, representing 4.78% of the outstanding shares for ¥30,000 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until March 30, 2023. As of March 31, 2022, the company had 251,159,620 shares outstanding and 1,274 shares in treasury.
お知らせ • May 12TIS Inc., Annual General Meeting, Jun 24, 2022TIS Inc., Annual General Meeting, Jun 24, 2022.
Board Change • Mar 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to Mex$477, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 22x in the IT industry globally. Total returns to shareholders of 7.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$520 per share.
Board Change • Feb 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥33.96 (vs JP¥18.98 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥120.8b (up 8.9% from 2Q 2021). Net income: JP¥8.52b (up 79% from 2Q 2021). Profit margin: 7.1% (up from 4.3% in 2Q 2021). The increase in margin was driven by higher revenue.
Board Change • Nov 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Oct 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Aug 17Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent External Director Naoko Mizukoshi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥27.92 (vs JP¥22.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥113.5b (up 13% from 1Q 2021). Net income: JP¥7.00b (up 27% from 1Q 2021). Profit margin: 6.2% (up from 5.5% in 1Q 2021). The increase in margin was driven by higher revenue.
Board Change • Jul 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent External Director Naoko Mizukoshi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥111 (vs JP¥117 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¥448.4b (up 1.1% from FY 2020). Net income: JP¥27.7b (down 5.8% from FY 2020). Profit margin: 6.2% (down from 6.6% in FY 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥511, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the IT industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$381 per share.