View Future GrowthSECOM 과거 순이익 실적과거 기준 점검 2/6SECOM은 연평균 5.7%의 비율로 수입이 증가해 온 반면, Commercial Services 산업은 수입이 5.9% 증가했습니다. 매출은 연평균 4.2%의 비율로 증가했습니다. SECOM의 자기자본이익률은 8.5%이고 순이익률은 9%입니다.핵심 정보5.73%순이익 성장률7.22%주당순이익(EPS) 성장률Commercial Services 산업 성장률9.67%매출 성장률4.17%자기자본이익률8.54%순이익률8.96%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트공시 • Mar 27SECOM CO., LTD. to Report Fiscal Year 2026 Results on May 12, 2026SECOM CO., LTD. announced that they will report fiscal year 2026 results on May 12, 2026공시 • Dec 06SECOM CO., LTD. to Report Q3, 2026 Results on Feb 13, 2026SECOM CO., LTD. announced that they will report Q3, 2026 results on Feb 13, 2026공시 • Sep 04SECOM CO., LTD. to Report Q2, 2026 Results on Nov 11, 2025SECOM CO., LTD. announced that they will report Q2, 2026 results on Nov 11, 2025공시 • Jun 10SECOM CO., LTD. to Report Q1, 2026 Results on Aug 08, 2025SECOM CO., LTD. announced that they will report Q1, 2026 results on Aug 08, 2025공시 • Mar 06SECOM CO., LTD. to Report Fiscal Year 2025 Results on May 12, 2025SECOM CO., LTD. announced that they will report fiscal year 2025 results on May 12, 2025공시 • Dec 07SECOM CO., LTD. to Report Q3, 2025 Results on Feb 12, 2025SECOM CO., LTD. announced that they will report Q3, 2025 results on Feb 12, 2025모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 15SECOM CO., LTD., Annual General Meeting, Jun 26, 2026SECOM CO., LTD., Annual General Meeting, Jun 26, 2026.공시 • May 14SECOM CO., LTD. (TSE:9735) announces an Equity Buyback for 23,000,000 shares, representing 5.69% for ¥100,000 million.SECOM CO., LTD. (TSE:9735) announces a share repurchase program. Under the program, the company will repurchase up to 23,000,000 shares, representing 5.69% of its issued share capital, for ¥100,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will continue through February 25, 2027 . As of March 31, 2026, the company had 404,461,149 issued shares (excluding treasury stock) and 62,138,647 treasury shares.공시 • Mar 27SECOM CO., LTD. to Report Fiscal Year 2026 Results on May 12, 2026SECOM CO., LTD. announced that they will report fiscal year 2026 results on May 12, 2026공시 • Feb 13SECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 253.46.공시 • Dec 06SECOM CO., LTD. to Report Q3, 2026 Results on Feb 13, 2026SECOM CO., LTD. announced that they will report Q3, 2026 results on Feb 13, 2026공시 • Nov 11+ 1 more updateSECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 252.62.공시 • Sep 04SECOM CO., LTD. to Report Q2, 2026 Results on Nov 11, 2025SECOM CO., LTD. announced that they will report Q2, 2026 results on Nov 11, 2025공시 • Jul 26SECOM CO., LTD. (TSE:9735) signed an agreement to acquire Avtel Holdings Pte. Ltd.SECOM CO., LTD. (TSE:9735) signed an agreement to acquire Avtel Holdings Pte. Ltd. on July 24, 2025. Upon completion, AVTEL will further expand its business by leveraging the business base of the Secom Group. Avtel Holdings Pte. Ltd will operate as a wholly owned subsidiary of SECOM CO., LTD. The transaction is expected to close in September 2025.공시 • Jun 26SECOM CO., LTD. Appoints Atsushi Dono as Executive Officer, Effective July 7, 2025SECOM CO., LTD. announced the appointment of Atsushi Dono as Executive Officer at the meeting of the Board of Directors held today. The date to assume the office of Executive Officer is July 7, 2025.공시 • Jun 10SECOM CO., LTD. to Report Q1, 2026 Results on Aug 08, 2025SECOM CO., LTD. announced that they will report Q1, 2026 results on Aug 08, 2025공시 • May 12+ 3 more updatesSECOM CO., LTD., Annual General Meeting, Jun 26, 2025SECOM CO., LTD., Annual General Meeting, Jun 26, 2025.공시 • Mar 06SECOM CO., LTD. to Report Fiscal Year 2025 Results on May 12, 2025SECOM CO., LTD. announced that they will report fiscal year 2025 results on May 12, 2025공시 • Dec 07SECOM CO., LTD. to Report Q3, 2025 Results on Feb 12, 2025SECOM CO., LTD. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥289.2b (up 3.4% from 2Q 2024). Net income: JP¥25.8b (up 15% from 2Q 2024). Profit margin: 8.9% (up from 8.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany.New Risk • Sep 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 3.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Upcoming Dividend • Sep 20Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).공시 • Sep 18SECOM CO., LTD. to Report Q2, 2025 Results on Nov 08, 2024SECOM CO., LTD. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥118 (vs JP¥126 in 1Q 2024)First quarter 2025 results: EPS: JP¥118 (down from JP¥126 in 1Q 2024). Revenue: JP¥271.0b (up 2.3% from 1Q 2024). Net income: JP¥24.7b (down 7.9% from 1Q 2024). Profit margin: 9.1% (down from 10% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to €57.50. The fair value is estimated to be €72.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 8.9%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.공시 • Jun 13SECOM CO., LTD. to Report Q1, 2025 Results on Aug 09, 2024SECOM CO., LTD. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥482 (vs JP¥445 in FY 2023)Full year 2024 results: EPS: JP¥482 (up from JP¥445 in FY 2023). Revenue: JP¥1.15t (up 4.9% from FY 2023). Net income: JP¥102.0b (up 6.1% from FY 2023). Profit margin: 8.8% (up from 8.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • May 12SECOM CO., LTD., Annual General Meeting, Jun 25, 2024SECOM CO., LTD., Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.6%).공시 • Mar 09SECOM CO., LTD. to Report Fiscal Year 2024 Results on May 10, 2024SECOM CO., LTD. announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥129 (vs JP¥130 in 3Q 2023)Third quarter 2024 results: EPS: JP¥129 (down from JP¥130 in 3Q 2023). Revenue: JP¥290.9b (up 4.2% from 3Q 2023). Net income: JP¥27.1b (down 3.1% from 3Q 2023). Profit margin: 9.3% (in line with 3Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Dec 08SECOM CO., LTD. to Report Q3, 2024 Results on Feb 08, 2024SECOM CO., LTD. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥106 (vs JP¥96.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥106 (up from JP¥96.66 in 2Q 2023). Revenue: JP¥279.7b (up 4.0% from 2Q 2023). Net income: JP¥22.4b (up 7.5% from 2Q 2023). Profit margin: 8.0% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥95.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.6%).공시 • Sep 10SECOM CO., LTD. to Report Q2, 2024 Results on Nov 09, 2023SECOM CO., LTD. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 1Q 2023)First quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 1Q 2023). Revenue: JP¥265.1b (up 7.7% from 1Q 2023). Net income: JP¥26.8b (up 16% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Aug 04Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) completed the acquisition of 41.082296% stake in ARTERIA Networks Corporation (TSE:4423).Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) made an offer to acquire 49.940187% stake in ARTERIA Networks Corporation (TSE:4423) for ¥49 billion on May 11, 2023. As of July 4, 2023 all the conditions are fulfilled. The transaction is expected to close on August 2, 2023. Nomura Securities Co., Ltd. acted as financial advisor to Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735). Nishimura & Asahi acted as legal advisor to Marubeni Corporation. Nagashima Ohno & Tsunematsu acted as legal advisor to SECOM CO., LTD. (TSE:9735). Wadakura Gate Law Office acted as legal advisor to ARTERIA Networks Corporation. Daiwa Securities Co. Ltd. and Sangyo Sosei Advisory Inc. acted as financial advisor to ARTERIA Networks Corporation.DC Advisory acted as a financial advisor to ARTERIA Networks Corporation. Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) completed the acquisition of 41.082296% stake in ARTERIA Networks Corporation (TSE:4423) on August 2, 2023.공시 • Jun 10SECOM CO., LTD. to Report Q1, 2024 Results on Aug 09, 2023SECOM CO., LTD. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥445 (vs JP¥431 in FY 2022)Full year 2023 results: EPS: JP¥445 (up from JP¥431 in FY 2022). Revenue: JP¥1.10t (up 4.9% from FY 2022). Net income: JP¥96.1b (up 1.9% from FY 2022). Profit margin: 8.7% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • May 13SECOM CO., LTD., Annual General Meeting, Jun 27, 2023SECOM CO., LTD., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥95.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.4%).Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥130 (vs JP¥116 in 3Q 2022)Third quarter 2023 results: EPS: JP¥130 (up from JP¥116 in 3Q 2022). Revenue: JP¥279.2b (up 5.9% from 3Q 2022). Net income: JP¥28.0b (up 10% from 3Q 2022). Profit margin: 10.0% (in line with 3Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Buying Opportunity • Jan 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €64.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings is also forecast to grow by 4.2% per annum over the same time period.공시 • Dec 07SECOM CO., LTD. to Report Q3, 2023 Results on Feb 09, 2023SECOM CO., LTD. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less 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 an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. 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 • Nov 12Second quarter 2023 earnings released: EPS: JP¥96.66 (vs JP¥110 in 2Q 2022)Second quarter 2023 results: EPS: JP¥96.66 (down from JP¥110 in 2Q 2022). Revenue: JP¥269.0b (up 4.1% from 2Q 2022). Net income: JP¥20.9b (down 14% from 2Q 2022). Profit margin: 7.8% (down from 9.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.6%).Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥107 (vs JP¥109 in 1Q 2022)First quarter 2023 results: EPS: JP¥107 (down from JP¥109 in 1Q 2022). Revenue: JP¥246.1b (flat on 1Q 2022). Net income: JP¥23.1b (down 3.5% from 1Q 2022). Profit margin: 9.4% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 4.1%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥431 (vs JP¥342 in FY 2021)Full year 2022 results: EPS: JP¥431 (up from JP¥342 in FY 2021). Revenue: JP¥1.05t (up 1.3% from FY 2021). Net income: JP¥94.3b (up 26% from FY 2021). Profit margin: 9.0% (up from 7.2% in FY 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.Buying Opportunity • May 14Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be €80.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 2.7% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.6%).Buying Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock is up 6.7%. The fair value is estimated to be JP¥80.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0% per annum over the last 3 years.공시 • Feb 11SECOM CO., LTD. (TSE:9735) announces an Equity Buyback for 5,000,000 shares, representing 2.28% for ¥30,000 million.SECOM CO., LTD. (TSE:9735) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency through agile acquisition of treasury stock. The program will continue through June 23, 2022. As of December 31, 2021, the company had 219,401,680 issued shares (excluding treasury stock) and 13,896,369 treasury shares.Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥116 (up from JP¥99.78 in 3Q 2021). Revenue: JP¥263.7b (flat on 3Q 2021). Net income: JP¥25.4b (up 16% from 3Q 2021). Profit margin: 9.6% (up from 8.3% in 3Q 2021). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 2.6%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥110 (vs JP¥60.53 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥258.4b (up 2.5% from 2Q 2021). Net income: JP¥24.1b (up 83% from 2Q 2021). Profit margin: 9.3% (up from 5.2% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.2%).Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥342 (vs JP¥408 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.04t (down 2.3% from FY 2020). Net income: JP¥74.7b (down 16% from FY 2020). Profit margin: 7.2% (down from 8.4% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 24Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.1%).공시 • Mar 11SECOM CO., LTD. to Report Fiscal Year 2021 Results on May 13, 2021SECOM CO., LTD. announced that they will report fiscal year 2021 results on May 13, 2021Is New 90 Day High Low • Feb 27New 90-day low: €70.00The company is down 15% from its price of €82.50 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €61.69 per share.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥99.78 (vs JP¥112 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥261.9b (flat on 3Q 2020). Net income: JP¥21.8b (down 11% from 3Q 2020). Profit margin: 8.3% (down from 9.3% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 1.2%, compared to a 7.4% growth forecast for the Commercial Services industry in Germany.공시 • Dec 05SECOM CO., LTD. to Report Q3, 2021 Results on Feb 05, 2021SECOM CO., LTD. announced that they will report Q3, 2021 results on Feb 05, 2021Is New 90 Day High Low • Nov 25New 90-day high: €82.00The company is up 3.0% from its price of €79.50 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.68 per share.Reported Earnings • Nov 19Second quarter 2021 earnings released: EPS JP¥60.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥252.1b (down 4.8% from 2Q 2020). Net income: JP¥13.2b (down 43% from 2Q 2020). Profit margin: 5.2% (down from 8.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 1.6%, compared to a 5.0% growth forecast for the Commercial Services industry in Germany.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 1.8%, compared to a 1.6% growth forecast for the Commercial Services industry in Germany.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥60.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥252.1b (down 4.8% from 2Q 2020). Net income: JP¥13.2b (down 43% from 2Q 2020). Profit margin: 5.2% (down from 8.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • Oct 27Anabuki Kosan Inc. (TSE:8928) agreed to acquire Secom Homelife CO.,LTD from SECOM CO., LTD. (TSE:9735).Anabuki Kosan Inc. (TSE:8928) agreed to acquire Secom Homelife CO.,LTD from SECOM CO., LTD. (TSE:9735) on October 26, 2020. As per terms, Anabuki Kosan Inc. will acquire all 73.89 million shares from SECOM CO., LTD. Upon completion, Anabuki Kosan plans to change the trade name of Secom Homelife CO.,LTD to Anabuki Home Life Co., Ltd. For the year ended March 31, 2020, Secom Homelife CO.,LTD reported total assets of ¥37.65 billion, net assets of ¥900 million, total sales of ¥21.05 billion, operating income of ¥768 million and net income of ¥798 million. The transaction is expected to close on December 22, 2020.Is New 90 Day High Low • Oct 22New 90-day low: €71.00The company is down 1.0% from its price of €72.00 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.94 per share.Is New 90 Day High Low • Sep 28New 90-day high: €81.00The company is up 7.0% from its price of €76.00 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.88 per share.공시 • Sep 03SECOM CO., LTD. to Report Q2, 2021 Results on Nov 09, 2020SECOM CO., LTD. announced that they will report Q2, 2021 results on Nov 09, 2020매출 및 비용 세부 내역SECOM가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:XSC 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,256,896112,662214,813031 Dec 251,245,132107,129212,629030 Sep 251,233,293106,790209,506030 Jun 251,216,618107,450206,221031 Mar 251,199,942108,109203,111031 Dec 241,183,729105,050199,617030 Sep 241,170,186103,150197,691030 Jun 241,160,71299,822196,177031 Mar 241,154,740101,951194,307031 Dec 231,142,611100,509191,441030 Sep 231,130,949101,374189,606030 Jun 231,120,25699,805187,723031 Mar 231,101,30796,085184,618031 Dec 221,077,86192,822182,061030 Sep 221,062,30990,193179,597030 Jun 221,051,70593,437175,461031 Mar 221,049,85994,273174,517031 Dec 211,049,13893,916175,621030 Sep 211,047,35490,334175,207030 Jun 211,041,06279,430176,410031 Mar 211,035,89874,681175,507031 Dec 201,047,14275,396175,158030 Sep 201,047,49878,072176,005030 Jun 201,060,18087,821175,395031 Mar 201,060,07089,080175,678031 Dec 191,052,84890,328175,692030 Sep 191,046,61490,802174,320030 Jun 191,023,82085,056174,145031 Mar 191,013,82392,009173,154031 Dec 181,004,74593,386170,353030 Sep 18994,77690,226169,535030 Jun 18983,42193,768167,841031 Mar 18970,62486,993166,116031 Dec 17950,80081,240165,398030 Sep 17934,84384,655163,174030 Jun 17931,18084,710162,257031 Mar 17928,09884,170161,303031 Dec 16928,46681,257161,525030 Sep 16912,22477,851160,010030 Jun 16895,95176,566158,111031 Mar 16881,02877,039155,559031 Dec 15863,78977,523153,097030 Sep 15856,23274,256151,997030 Jun 15848,72072,993150,9380양질의 수익: XSC는 고품질 수익을 보유하고 있습니다.이익 마진 증가: XSC의 현재 순 이익률 (9%)은 지난해 (9%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: XSC의 수익은 지난 5년 동안 연평균 5.7% 증가했습니다.성장 가속화: 지난 1년간 XSC 의 수익 증가율(4.2%)은 5년 평균(연간 5.7%)보다 낮습니다.수익 대 산업: XSC의 지난 1년 수익 증가율(4.2%)은 Commercial Services 업계 평균(17.8%)을 능가하지 못했습니다.자기자본이익률높은 ROE: XSC의 자본 수익률(8.5%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YCommercial-services 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 12:08종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SECOM CO., LTD.는 12명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masaaki KitamiBofA Global ResearchSoichiro FukudaCitigroup IncSatoru SekineDaiwa Securities Co. Ltd.9명의 분석가 더 보기
공시 • Mar 27SECOM CO., LTD. to Report Fiscal Year 2026 Results on May 12, 2026SECOM CO., LTD. announced that they will report fiscal year 2026 results on May 12, 2026
공시 • Dec 06SECOM CO., LTD. to Report Q3, 2026 Results on Feb 13, 2026SECOM CO., LTD. announced that they will report Q3, 2026 results on Feb 13, 2026
공시 • Sep 04SECOM CO., LTD. to Report Q2, 2026 Results on Nov 11, 2025SECOM CO., LTD. announced that they will report Q2, 2026 results on Nov 11, 2025
공시 • Jun 10SECOM CO., LTD. to Report Q1, 2026 Results on Aug 08, 2025SECOM CO., LTD. announced that they will report Q1, 2026 results on Aug 08, 2025
공시 • Mar 06SECOM CO., LTD. to Report Fiscal Year 2025 Results on May 12, 2025SECOM CO., LTD. announced that they will report fiscal year 2025 results on May 12, 2025
공시 • Dec 07SECOM CO., LTD. to Report Q3, 2025 Results on Feb 12, 2025SECOM CO., LTD. announced that they will report Q3, 2025 results on Feb 12, 2025
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 15SECOM CO., LTD., Annual General Meeting, Jun 26, 2026SECOM CO., LTD., Annual General Meeting, Jun 26, 2026.
공시 • May 14SECOM CO., LTD. (TSE:9735) announces an Equity Buyback for 23,000,000 shares, representing 5.69% for ¥100,000 million.SECOM CO., LTD. (TSE:9735) announces a share repurchase program. Under the program, the company will repurchase up to 23,000,000 shares, representing 5.69% of its issued share capital, for ¥100,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will continue through February 25, 2027 . As of March 31, 2026, the company had 404,461,149 issued shares (excluding treasury stock) and 62,138,647 treasury shares.
공시 • Mar 27SECOM CO., LTD. to Report Fiscal Year 2026 Results on May 12, 2026SECOM CO., LTD. announced that they will report fiscal year 2026 results on May 12, 2026
공시 • Feb 13SECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 253.46.
공시 • Dec 06SECOM CO., LTD. to Report Q3, 2026 Results on Feb 13, 2026SECOM CO., LTD. announced that they will report Q3, 2026 results on Feb 13, 2026
공시 • Nov 11+ 1 more updateSECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 252.62.
공시 • Sep 04SECOM CO., LTD. to Report Q2, 2026 Results on Nov 11, 2025SECOM CO., LTD. announced that they will report Q2, 2026 results on Nov 11, 2025
공시 • Jul 26SECOM CO., LTD. (TSE:9735) signed an agreement to acquire Avtel Holdings Pte. Ltd.SECOM CO., LTD. (TSE:9735) signed an agreement to acquire Avtel Holdings Pte. Ltd. on July 24, 2025. Upon completion, AVTEL will further expand its business by leveraging the business base of the Secom Group. Avtel Holdings Pte. Ltd will operate as a wholly owned subsidiary of SECOM CO., LTD. The transaction is expected to close in September 2025.
공시 • Jun 26SECOM CO., LTD. Appoints Atsushi Dono as Executive Officer, Effective July 7, 2025SECOM CO., LTD. announced the appointment of Atsushi Dono as Executive Officer at the meeting of the Board of Directors held today. The date to assume the office of Executive Officer is July 7, 2025.
공시 • Jun 10SECOM CO., LTD. to Report Q1, 2026 Results on Aug 08, 2025SECOM CO., LTD. announced that they will report Q1, 2026 results on Aug 08, 2025
공시 • May 12+ 3 more updatesSECOM CO., LTD., Annual General Meeting, Jun 26, 2025SECOM CO., LTD., Annual General Meeting, Jun 26, 2025.
공시 • Mar 06SECOM CO., LTD. to Report Fiscal Year 2025 Results on May 12, 2025SECOM CO., LTD. announced that they will report fiscal year 2025 results on May 12, 2025
공시 • Dec 07SECOM CO., LTD. to Report Q3, 2025 Results on Feb 12, 2025SECOM CO., LTD. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥289.2b (up 3.4% from 2Q 2024). Net income: JP¥25.8b (up 15% from 2Q 2024). Profit margin: 8.9% (up from 8.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany.
New Risk • Sep 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 3.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).
공시 • Sep 18SECOM CO., LTD. to Report Q2, 2025 Results on Nov 08, 2024SECOM CO., LTD. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥118 (vs JP¥126 in 1Q 2024)First quarter 2025 results: EPS: JP¥118 (down from JP¥126 in 1Q 2024). Revenue: JP¥271.0b (up 2.3% from 1Q 2024). Net income: JP¥24.7b (down 7.9% from 1Q 2024). Profit margin: 9.1% (down from 10% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to €57.50. The fair value is estimated to be €72.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 8.9%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.
공시 • Jun 13SECOM CO., LTD. to Report Q1, 2025 Results on Aug 09, 2024SECOM CO., LTD. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥482 (vs JP¥445 in FY 2023)Full year 2024 results: EPS: JP¥482 (up from JP¥445 in FY 2023). Revenue: JP¥1.15t (up 4.9% from FY 2023). Net income: JP¥102.0b (up 6.1% from FY 2023). Profit margin: 8.8% (up from 8.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • May 12SECOM CO., LTD., Annual General Meeting, Jun 25, 2024SECOM CO., LTD., Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.6%).
공시 • Mar 09SECOM CO., LTD. to Report Fiscal Year 2024 Results on May 10, 2024SECOM CO., LTD. announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥129 (vs JP¥130 in 3Q 2023)Third quarter 2024 results: EPS: JP¥129 (down from JP¥130 in 3Q 2023). Revenue: JP¥290.9b (up 4.2% from 3Q 2023). Net income: JP¥27.1b (down 3.1% from 3Q 2023). Profit margin: 9.3% (in line with 3Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Dec 08SECOM CO., LTD. to Report Q3, 2024 Results on Feb 08, 2024SECOM CO., LTD. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥106 (vs JP¥96.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥106 (up from JP¥96.66 in 2Q 2023). Revenue: JP¥279.7b (up 4.0% from 2Q 2023). Net income: JP¥22.4b (up 7.5% from 2Q 2023). Profit margin: 8.0% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥95.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.6%).
공시 • Sep 10SECOM CO., LTD. to Report Q2, 2024 Results on Nov 09, 2023SECOM CO., LTD. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 1Q 2023)First quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 1Q 2023). Revenue: JP¥265.1b (up 7.7% from 1Q 2023). Net income: JP¥26.8b (up 16% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Aug 04Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) completed the acquisition of 41.082296% stake in ARTERIA Networks Corporation (TSE:4423).Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) made an offer to acquire 49.940187% stake in ARTERIA Networks Corporation (TSE:4423) for ¥49 billion on May 11, 2023. As of July 4, 2023 all the conditions are fulfilled. The transaction is expected to close on August 2, 2023. Nomura Securities Co., Ltd. acted as financial advisor to Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735). Nishimura & Asahi acted as legal advisor to Marubeni Corporation. Nagashima Ohno & Tsunematsu acted as legal advisor to SECOM CO., LTD. (TSE:9735). Wadakura Gate Law Office acted as legal advisor to ARTERIA Networks Corporation. Daiwa Securities Co. Ltd. and Sangyo Sosei Advisory Inc. acted as financial advisor to ARTERIA Networks Corporation.DC Advisory acted as a financial advisor to ARTERIA Networks Corporation. Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) completed the acquisition of 41.082296% stake in ARTERIA Networks Corporation (TSE:4423) on August 2, 2023.
공시 • Jun 10SECOM CO., LTD. to Report Q1, 2024 Results on Aug 09, 2023SECOM CO., LTD. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥445 (vs JP¥431 in FY 2022)Full year 2023 results: EPS: JP¥445 (up from JP¥431 in FY 2022). Revenue: JP¥1.10t (up 4.9% from FY 2022). Net income: JP¥96.1b (up 1.9% from FY 2022). Profit margin: 8.7% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • May 13SECOM CO., LTD., Annual General Meeting, Jun 27, 2023SECOM CO., LTD., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥95.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.4%).
Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥130 (vs JP¥116 in 3Q 2022)Third quarter 2023 results: EPS: JP¥130 (up from JP¥116 in 3Q 2022). Revenue: JP¥279.2b (up 5.9% from 3Q 2022). Net income: JP¥28.0b (up 10% from 3Q 2022). Profit margin: 10.0% (in line with 3Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jan 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €64.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings is also forecast to grow by 4.2% per annum over the same time period.
공시 • Dec 07SECOM CO., LTD. to Report Q3, 2023 Results on Feb 09, 2023SECOM CO., LTD. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less 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 an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. 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 • Nov 12Second quarter 2023 earnings released: EPS: JP¥96.66 (vs JP¥110 in 2Q 2022)Second quarter 2023 results: EPS: JP¥96.66 (down from JP¥110 in 2Q 2022). Revenue: JP¥269.0b (up 4.1% from 2Q 2022). Net income: JP¥20.9b (down 14% from 2Q 2022). Profit margin: 7.8% (down from 9.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.6%).
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥107 (vs JP¥109 in 1Q 2022)First quarter 2023 results: EPS: JP¥107 (down from JP¥109 in 1Q 2022). Revenue: JP¥246.1b (flat on 1Q 2022). Net income: JP¥23.1b (down 3.5% from 1Q 2022). Profit margin: 9.4% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 4.1%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥431 (vs JP¥342 in FY 2021)Full year 2022 results: EPS: JP¥431 (up from JP¥342 in FY 2021). Revenue: JP¥1.05t (up 1.3% from FY 2021). Net income: JP¥94.3b (up 26% from FY 2021). Profit margin: 9.0% (up from 7.2% in FY 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.
Buying Opportunity • May 14Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be €80.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 2.7% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.6%).
Buying Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock is up 6.7%. The fair value is estimated to be JP¥80.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0% per annum over the last 3 years.
공시 • Feb 11SECOM CO., LTD. (TSE:9735) announces an Equity Buyback for 5,000,000 shares, representing 2.28% for ¥30,000 million.SECOM CO., LTD. (TSE:9735) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency through agile acquisition of treasury stock. The program will continue through June 23, 2022. As of December 31, 2021, the company had 219,401,680 issued shares (excluding treasury stock) and 13,896,369 treasury shares.
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥116 (up from JP¥99.78 in 3Q 2021). Revenue: JP¥263.7b (flat on 3Q 2021). Net income: JP¥25.4b (up 16% from 3Q 2021). Profit margin: 9.6% (up from 8.3% in 3Q 2021). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 2.6%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥110 (vs JP¥60.53 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥258.4b (up 2.5% from 2Q 2021). Net income: JP¥24.1b (up 83% from 2Q 2021). Profit margin: 9.3% (up from 5.2% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.2%).
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥342 (vs JP¥408 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.04t (down 2.3% from FY 2020). Net income: JP¥74.7b (down 16% from FY 2020). Profit margin: 7.2% (down from 8.4% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.1%).
공시 • Mar 11SECOM CO., LTD. to Report Fiscal Year 2021 Results on May 13, 2021SECOM CO., LTD. announced that they will report fiscal year 2021 results on May 13, 2021
Is New 90 Day High Low • Feb 27New 90-day low: €70.00The company is down 15% from its price of €82.50 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €61.69 per share.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥99.78 (vs JP¥112 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥261.9b (flat on 3Q 2020). Net income: JP¥21.8b (down 11% from 3Q 2020). Profit margin: 8.3% (down from 9.3% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 1.2%, compared to a 7.4% growth forecast for the Commercial Services industry in Germany.
공시 • Dec 05SECOM CO., LTD. to Report Q3, 2021 Results on Feb 05, 2021SECOM CO., LTD. announced that they will report Q3, 2021 results on Feb 05, 2021
Is New 90 Day High Low • Nov 25New 90-day high: €82.00The company is up 3.0% from its price of €79.50 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.68 per share.
Reported Earnings • Nov 19Second quarter 2021 earnings released: EPS JP¥60.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥252.1b (down 4.8% from 2Q 2020). Net income: JP¥13.2b (down 43% from 2Q 2020). Profit margin: 5.2% (down from 8.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 1.6%, compared to a 5.0% growth forecast for the Commercial Services industry in Germany.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 1.8%, compared to a 1.6% growth forecast for the Commercial Services industry in Germany.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥60.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥252.1b (down 4.8% from 2Q 2020). Net income: JP¥13.2b (down 43% from 2Q 2020). Profit margin: 5.2% (down from 8.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • Oct 27Anabuki Kosan Inc. (TSE:8928) agreed to acquire Secom Homelife CO.,LTD from SECOM CO., LTD. (TSE:9735).Anabuki Kosan Inc. (TSE:8928) agreed to acquire Secom Homelife CO.,LTD from SECOM CO., LTD. (TSE:9735) on October 26, 2020. As per terms, Anabuki Kosan Inc. will acquire all 73.89 million shares from SECOM CO., LTD. Upon completion, Anabuki Kosan plans to change the trade name of Secom Homelife CO.,LTD to Anabuki Home Life Co., Ltd. For the year ended March 31, 2020, Secom Homelife CO.,LTD reported total assets of ¥37.65 billion, net assets of ¥900 million, total sales of ¥21.05 billion, operating income of ¥768 million and net income of ¥798 million. The transaction is expected to close on December 22, 2020.
Is New 90 Day High Low • Oct 22New 90-day low: €71.00The company is down 1.0% from its price of €72.00 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.94 per share.
Is New 90 Day High Low • Sep 28New 90-day high: €81.00The company is up 7.0% from its price of €76.00 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.88 per share.
공시 • Sep 03SECOM CO., LTD. to Report Q2, 2021 Results on Nov 09, 2020SECOM CO., LTD. announced that they will report Q2, 2021 results on Nov 09, 2020