Dentsu Soken (ISW) 주식 개요덴츠소켄은 정보 기술 솔루션을 제공합니다. 자세히 보기ISW 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장2/6과거 실적4/6재무 건전성6/6배당3/6강점수익은 매년 11.67% 증가할 것으로 예상됩니다.지난 1년간 수익이 11.9% 증가했습니다.위험 분석2.11% 의 배당금은 수익으로 잘 충당되지 않습니다.모든 위험 점검 보기ISW Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€11.404.8% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0252b2016201920222025202620282031Revenue JP¥251.8bEarnings JP¥25.3bAdvancedSet Fair ValueView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 저평가 내재 할인율ZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrativeDentsu Soken Inc. 경쟁사BechtleSymbol: XTRA:BC8Market cap: €3.9bsecunet Security NetworksSymbol: XTRA:YSNMarket cap: €1.3bKontronSymbol: XTRA:KTNMarket cap: €1.4bCancomSymbol: XTRA:COKMarket cap: €730.0m가격 이력 및 성과Dentsu Soken 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥11.4052주 최고가JP¥15.3052주 최저가JP¥9.50베타0.191개월 변동5.56%3개월 변동2.70%1년 변동-10.47%3년 변동3.01%5년 변동25.74%IPO 이후 변동688.93%최근 뉴스 및 업데이트공지 • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026공지 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.공지 • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026공지 • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025공지 • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025공지 • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025더 많은 업데이트 보기Recent updates공지 • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026공지 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.공지 • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026공지 • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025공지 • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025공지 • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025공지 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025.공지 • Jan 30Dentsu Soken Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company revised Net sales from JPY 152,000 million to JPY 152,642 million, Operating profit from JPY 20,000 million to JPY 21,039 million. Net profit from JPY 14,000 million to JPY 15,117 million. Net profit per Share from JPY 215.14 to JPY 232.32. Reasons for the Revision: Net sales are expected to exceed the forecast in both the Business Solutions segment and the Manufacturing Solutions segment. Regarding profits, due to the effects of increased sales and an increase in the gross profit margin, all stages of profit are expected to exceed the previous forecast.공지 • Dec 04Dentsu Soken Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025Dentsu Soken Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: JP¥43.43 (vs JP¥52.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.43 (down from JP¥52.13 in 3Q 2023). Revenue: JP¥38.0b (up 7.3% from 3Q 2023). Net income: JP¥2.83b (down 17% from 3Q 2023). Profit margin: 7.4% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Sep 10Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €35.40. The fair value is estimated to be €44.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.공지 • Aug 05Dentsu Soken Inc. to Report Q3, 2024 Results on Oct 31, 2024Dentsu Soken Inc. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥48.10 (vs JP¥55.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.10 (down from JP¥55.46 in 2Q 2023). Revenue: JP¥37.1b (up 5.9% from 2Q 2023). Net income: JP¥3.13b (down 13% from 2Q 2023). Profit margin: 8.4% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 162%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.4%).공지 • Jun 13Dentsu Soken Inc. to Report Q2, 2024 Results on Jul 31, 2024Dentsu Soken Inc. announced that they will report Q2, 2024 results on Jul 31, 2024Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: JP¥63.29 (vs JP¥58.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.29 (up from JP¥58.97 in 1Q 2023). Revenue: JP¥37.1b (up 6.7% from 1Q 2023). Net income: JP¥4.12b (up 7.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공지 • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 187%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: JP¥225 (vs JP¥194 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공지 • Mar 24Dentsu Soken Inc. to Report Q1, 2024 Results on Apr 26, 2024Dentsu Soken Inc. announced that they will report Q1, 2024 results on Apr 26, 2024공지 • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥225 (vs JP¥194 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공지 • Feb 14Dentsu Soken Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided year-end dividend guidance for the fiscal year ending December 31, 2024. For the year, the company expects to pay year-end dividend of ¥54.00 per share compared to ¥56.00 per share for the same period last year.Upcoming Dividend • Dec 21Upcoming dividend of JP¥47.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.1%).공지 • Dec 05Information Services International-Dentsu, Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024Buying Opportunity • Dec 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €36.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.공지 • Nov 30Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024.Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €35.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.공지 • Nov 06Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Feb 10, 2024Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results at 3:00 PM, Tokyo Standard Time on Feb 10, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: JP¥52.13 (vs JP¥39.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥52.13 (up from JP¥39.13 in 3Q 2022). Revenue: JP¥35.4b (up 9.5% from 3Q 2022). Net income: JP¥3.39b (up 33% from 3Q 2022). Profit margin: 9.6% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be €38.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.공지 • Aug 03Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Oct 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: JP¥55.46 (vs JP¥46.00 in 2Q 2022)Second quarter 2023 results: EPS: JP¥55.46 (up from JP¥46.00 in 2Q 2022). Revenue: JP¥35.1b (up 11% from 2Q 2022). Net income: JP¥3.61b (up 21% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공지 • Jul 23Information Services International-Dentsu, Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023Information Services International-Dentsu, Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Net sales from JPY 67,130 million to JPY 69,849 million, Operating profit from JPY 9,730 million to JPY 10,652 million. Net profit from JPY 6,684 million to JPY 7,446 million. Net profit per Share from JPY 102.73 to JPY 114.44.Upcoming Dividend • Jun 22Upcoming dividend of JP¥44.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).공지 • May 28Information Services International-Dentsu, Ltd. to Report Q2, 2023 Results on Jul 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023Board Change • Apr 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior MD, Manager of Communication IT Business Department & Director Shinichi Ogane was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany.Reported Earnings • Feb 13Full year 2022 earnings released: EPS: JP¥194 (vs JP¥137 in FY 2021)Full year 2022 results: EPS: JP¥194 (up from JP¥137 in FY 2021). Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공지 • Feb 11Information Services International-Dentsu, Ltd. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending December 31, 2023Information Services International-Dentsu, Ltd. provided consolidated earnings guidance for the first half of 2023 and full year ending December 31, 2023. For the first half, the company expects net sales of ¥67,130 million, operating profit of ¥9,730 million, profit of ¥6,684 million and EPS of ¥102.73.For the year, the company expects net sales of ¥137,000 million, operating profit of ¥20,000 million, profit of ¥14,000 million and EPS of ¥215.16.공지 • Feb 10+ 1 more updateInformation Services International-Dentsu, Ltd. Declares Dividend for the Fourth Quarter Ended December 31, 2022, Payable on March 27, 2023; Provides Dividend Guidance for the Second Quarter of 2023Information Services International-Dentsu, Ltd. declared a dividend of ¥45.00 per share for the fourth quarter ended December 31, 2022. The dividend payable on March 27, 2023.For the second quarter, the company expects to pay dividend of ¥44.00 against ¥33.00 paid last year.Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 March 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).공지 • Dec 06Information Services International-Dentsu, Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023공지 • Dec 01Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023. Agenda: To consider Purpose of Transition; to consider Timing of Transition;.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥39.13 (vs JP¥31.15 in 3Q 2021)Third quarter 2022 results: EPS: JP¥39.13 (up from JP¥31.15 in 3Q 2021). Revenue: JP¥32.4b (up 26% from 3Q 2021). Net income: JP¥2.55b (up 25% from 3Q 2021). Profit margin: 7.9% (in line with 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.공지 • Aug 28Information Services International-Dentsu, Ltd. to Report Q3, 2022 Results on Oct 31, 2022Information Services International-Dentsu, Ltd. announced that they will report Q3, 2022 results on Oct 31, 2022Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: JP¥46.00 (vs JP¥28.71 in 2Q 2021)Second quarter 2022 results: EPS: JP¥46.00 (up from JP¥28.71 in 2Q 2021). Revenue: JP¥31.5b (up 18% from 2Q 2021). Net income: JP¥3.00b (up 60% from 2Q 2021). Profit margin: 9.5% (up from 7.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.4%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.공지 • Jul 28+ 1 more updateInformation Services International-Dentsu, Ltd. Revises Year End Dividend Guidance for the Fiscal Year Ending December 31, 2022Information Services International-Dentsu, Ltd. revised year end dividend guidance for the fiscal year ending December 31, 2022. The company forecasted a year-end dividend of ¥33 per share. However, as mentioned above, profit attributable to owners of the parent is expected to increase significantly from the initial forecast, and the company have revised this dividend to ¥45, an increase of ¥12 from the previous forecast. As a result, the annual dividend per share for the current fiscal year is expected to increase 39.3% from the previous fiscal year to ¥78, and the consolidated dividend payout ratio is expected to be 40.7%.Upcoming Dividend • Jun 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.6%).공지 • May 29Information Services International-Dentsu, Ltd. to Report Q2, 2022 Results on Jul 28, 2022Information Services International-Dentsu, Ltd. announced that they will report Q2, 2022 results on Jul 28, 2022Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: JP¥61.89 (vs JP¥38.69 in 1Q 2021)First quarter 2022 results: EPS: JP¥61.89 (up from JP¥38.69 in 1Q 2021). Revenue: JP¥30.0b (up 9.0% from 1Q 2021). Net income: JP¥4.03b (up 60% from 1Q 2021). Profit margin: 14% (up from 9.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.2%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Buying Opportunity • Apr 11Now 22% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be €35.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.Board Change • Apr 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공지 • Feb 27Information Services International-Dentsu, Ltd. to Report Q1, 2022 Results on Apr 28, 2022Information Services International-Dentsu, Ltd. announced that they will report Q1, 2022 results on Apr 28, 2022Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥137 (up from JP¥113 in FY 2020). Revenue: JP¥112.1b (up 3.1% from FY 2020). Net income: JP¥8.94b (up 22% from FY 2020). Profit margin: 8.0% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.7%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.공지 • Feb 10Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 23, 2022Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 23, 2022.공지 • Feb 09+ 1 more updateInformation Services International-Dentsu, Ltd. Provides Dividend Guidance for the Second Quarter and Fourth Quarter of Fiscal Year 2022Information Services International-Dentsu, Ltd. provided dividend guidance for the second quarter and fourth quarter of fiscal year 2022. For the second quarter, the company expects to pay dividend of JPY 33.00 compared to JPY 26.00 per share paid a year ago.For the fourth quarter of fiscal year 2022, the company expects to pay dividend of JPY 33.00 per share compared to JPY 30.00 per share a year ago.공지 • Jan 22Information Services International-Dentsu, Ltd. Revises Consolidated Financial Guidance for the Fiscal Year Ended December 31, 2021Information Services International-Dentsu, Ltd. revised consolidated financial guidance for the fiscal year ended December 31, 2021. For the period the company expects net sales to be JPY 112,085 million compared to previous guidance of JPY 110,000 million, operating profit to be JPY 13,736 million compared to previous guidance of JPY 12,500 million, net profit to be JPY 8,944 million compared to previous guidance of JPY 8,300 million, net profit per share to be JPY 137.26 compared to previous guidance of JPY 127.37.Upcoming Dividend • Dec 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 March 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.0%).Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS JP¥31.15 (vs JP¥23.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥25.6b (up 1.7% from 3Q 2020). Net income: JP¥2.03b (up 35% from 3Q 2020). Profit margin: 7.9% (up from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS JP¥28.71 (vs JP¥37.63 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥26.8b (down 6.5% from 2Q 2020). Net income: JP¥1.87b (down 24% from 2Q 2020). Profit margin: 7.0% (down from 8.6% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥36.00, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 26x in the IT industry in Germany. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.33 per share.Upcoming Dividend • Jun 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 01 September 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.2%).Reported Earnings • May 16First quarter 2021 earnings released: EPS JP¥38.69 (vs JP¥31.61 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥27.5b (up 4.3% from 1Q 2020). Net income: JP¥2.52b (up 22% from 1Q 2020). Profit margin: 9.2% (up from 7.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS JP¥38.69 (vs JP¥31.61 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥27.5b (up 4.3% from 1Q 2020). Net income: JP¥2.52b (up 22% from 1Q 2020). Profit margin: 9.2% (up from 7.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥226 (vs JP¥95.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥108.7b (up 7.9% from FY 2019). Net income: JP¥7.36b (up 18% from FY 2019). Profit margin: 6.8% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.공지 • Feb 28Information Services International-Dentsu, Ltd. to Report Q1, 2021 Results on Apr 28, 2021Information Services International-Dentsu, Ltd. announced that they will report Q1, 2021 results on Apr 28, 2021Analyst Estimate Surprise Post Earnings • Feb 16Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 4.4%, compared to a 12% growth forecast for the IT industry in Germany.Reported Earnings • Feb 12Full year 2020 earnings released: EPS JP¥113 (vs JP¥95.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥108.7b (up 7.9% from FY 2019). Net income: JP¥7.36b (up 18% from FY 2019). Profit margin: 6.8% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.공지 • Feb 10Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2021Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2021.Is New 90 Day High Low • Jan 23New 90-day high: €29.60The company is up 12% from its price of €26.50 on 23 October 2020. The German market is also up 12% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the IT industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.81 per share.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥27.80, the stock is trading at a trailing P/E ratio of 31.7x, up from the previous P/E ratio of 27.4x. This compares to an average P/E of 30x in the IT industry in Germany. Total returns to shareholders over the past three years are 208%.Upcoming Dividend • Dec 22Upcoming Dividend of JP¥43.00 Per ShareWill be paid on the 25th of March to those who are registered shareholders by the 29th of December. The trailing yield of 1.3% is below the top quartile of German dividend payers (3.5%), but it is higher than industry peers (1.0%).Is New 90 Day High Low • Dec 02New 90-day high: €57.00The company is up 22% from its price of €46.80 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.00 per share.공지 • Nov 11Information Services International-Dentsu, Ltd. to Report Fiscal Year 2020 Results on Feb 10, 2021Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2020 results at 3:00 PM, Tokyo Standard Time on Feb 10, 2021Analyst Estimate Surprise Post Earnings • Nov 10Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 5.3%, compared to a 9.2% growth forecast for the IT industry in Germany.Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS JP¥46.22The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: JP¥25.2b (up 5.8% from 3Q 2019). Net income: JP¥1.51b (down 14% from 3Q 2019). Profit margin: 6.0% (down from 7.4% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 06Market pulls back on stock over the past weekAfter last week's 19% share price decline to JP¥45.00, the stock is trading at a trailing P/E ratio of 25.8x, down from the previous P/E ratio of 31.8x. This compares to an average P/E of 26x in the IT industry in Germany. Total returns to shareholders over the past three years are 181%.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥7.08b, up 8.1% from the prior year. Total revenue was JP¥107.9b over the last 12 months, up 8.6% from the prior year.Analyst Estimate Surprise Post Earnings • Nov 01Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 0.9% at JP¥25.2b. Revenue is forecast to grow 4.5% over the next year, compared to a 8.6% growth forecast for the IT industry in Germany.Is New 90 Day High Low • Oct 31New 90-day high: €55.50The company is up 27% from its price of €43.60 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.67 per share.Is New 90 Day High Low • Oct 06New 90-day high: €54.50The company is up 36% from its price of €40.20 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.38 per share.Is New 90 Day High Low • Sep 19New 90-day high: €49.20The company is up 22% from its price of €40.40 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.49 per share.주주 수익률ISWDE ITDE 시장7D-1.7%5.0%-0.02%1Y-10.5%-14.2%0.1%전체 주주 수익률 보기수익률 대 산업: ISW은 지난 1년 동안 -14.2%의 수익을 기록한 German IT 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: ISW은 지난 1년 동안 0.1%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is ISW's price volatile compared to industry and market?ISW volatilityISW Average Weekly Movement6.0%IT Industry Average Movement6.6%Market Average Movement6.0%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.6%안정적인 주가: ISW는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: ISW의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19754,618Hirohisa Iwamotowww.dentsusoken.com덴츠 소켄은 정보 기술 솔루션을 제공합니다. 이 회사는 금융 솔루션, 비즈니스 솔루션, 제조 솔루션 및 통신 IT 부문을 통해 운영됩니다. 금융 솔루션 부문은 은행, 자본 시장, 금융 공학, 대출 및 임대 솔루션을 제공합니다.더 보기Dentsu Soken Inc. 기초 지표 요약Dentsu Soken의 순이익과 매출은 시가총액과 어떻게 비교됩니까?ISW 기초 통계시가총액€2.26b순이익 (TTM)€91.78m매출 (TTM)€914.60m24.7x주가수익비율(P/E)2.5x주가매출비율(P/S)ISW는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표ISW 손익계산서 (TTM)매출JP¥168.44b매출원가JP¥106.57b총이익JP¥61.87b기타 비용JP¥44.97b순이익JP¥16.90b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)86.61총이익률36.73%순이익률10.04%부채/자본 비율0%ISW의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.1%현재 배당 수익률139%배당 성향ISW는 안정적으로 배당을 지급합니까?ISW 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 ISW를 매수해야 하나요?Dentsu Soken 배당 일정배당락일Jun 29 2026배당 지급일Sep 01 2026배당락일까지 남은 일수50 days배당 지급일까지 남은 일수114 daysISW는 안정적으로 배당을 지급합니까?ISW 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 17:19종가2026/05/07 00:00수익2026/03/31연간 수익2025/12/31데이터 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 소스Dentsu Soken Inc.는 11명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jay DefibaughCLSAnull nullCLSAHideo NodaCLSA8명의 분석가 더 보기
Featured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 저평가 내재 할인율ZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrative
공지 • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026
공지 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.
공지 • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026
공지 • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025
공지 • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025
공지 • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025
공지 • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026
공지 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.
공지 • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026
공지 • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025
공지 • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025
공지 • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025
공지 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025.
공지 • Jan 30Dentsu Soken Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company revised Net sales from JPY 152,000 million to JPY 152,642 million, Operating profit from JPY 20,000 million to JPY 21,039 million. Net profit from JPY 14,000 million to JPY 15,117 million. Net profit per Share from JPY 215.14 to JPY 232.32. Reasons for the Revision: Net sales are expected to exceed the forecast in both the Business Solutions segment and the Manufacturing Solutions segment. Regarding profits, due to the effects of increased sales and an increase in the gross profit margin, all stages of profit are expected to exceed the previous forecast.
공지 • Dec 04Dentsu Soken Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025Dentsu Soken Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: JP¥43.43 (vs JP¥52.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.43 (down from JP¥52.13 in 3Q 2023). Revenue: JP¥38.0b (up 7.3% from 3Q 2023). Net income: JP¥2.83b (down 17% from 3Q 2023). Profit margin: 7.4% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Sep 10Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €35.40. The fair value is estimated to be €44.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
공지 • Aug 05Dentsu Soken Inc. to Report Q3, 2024 Results on Oct 31, 2024Dentsu Soken Inc. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥48.10 (vs JP¥55.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.10 (down from JP¥55.46 in 2Q 2023). Revenue: JP¥37.1b (up 5.9% from 2Q 2023). Net income: JP¥3.13b (down 13% from 2Q 2023). Profit margin: 8.4% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 162%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.4%).
공지 • Jun 13Dentsu Soken Inc. to Report Q2, 2024 Results on Jul 31, 2024Dentsu Soken Inc. announced that they will report Q2, 2024 results on Jul 31, 2024
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: JP¥63.29 (vs JP¥58.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.29 (up from JP¥58.97 in 1Q 2023). Revenue: JP¥37.1b (up 6.7% from 1Q 2023). Net income: JP¥4.12b (up 7.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공지 • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.
Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 187%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: JP¥225 (vs JP¥194 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공지 • Mar 24Dentsu Soken Inc. to Report Q1, 2024 Results on Apr 26, 2024Dentsu Soken Inc. announced that they will report Q1, 2024 results on Apr 26, 2024
공지 • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥225 (vs JP¥194 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공지 • Feb 14Dentsu Soken Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided year-end dividend guidance for the fiscal year ending December 31, 2024. For the year, the company expects to pay year-end dividend of ¥54.00 per share compared to ¥56.00 per share for the same period last year.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥47.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.1%).
공지 • Dec 05Information Services International-Dentsu, Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024
Buying Opportunity • Dec 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €36.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
공지 • Nov 30Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024.
Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €35.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
공지 • Nov 06Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Feb 10, 2024Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results at 3:00 PM, Tokyo Standard Time on Feb 10, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: JP¥52.13 (vs JP¥39.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥52.13 (up from JP¥39.13 in 3Q 2022). Revenue: JP¥35.4b (up 9.5% from 3Q 2022). Net income: JP¥3.39b (up 33% from 3Q 2022). Profit margin: 9.6% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be €38.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
공지 • Aug 03Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Oct 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: JP¥55.46 (vs JP¥46.00 in 2Q 2022)Second quarter 2023 results: EPS: JP¥55.46 (up from JP¥46.00 in 2Q 2022). Revenue: JP¥35.1b (up 11% from 2Q 2022). Net income: JP¥3.61b (up 21% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공지 • Jul 23Information Services International-Dentsu, Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023Information Services International-Dentsu, Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Net sales from JPY 67,130 million to JPY 69,849 million, Operating profit from JPY 9,730 million to JPY 10,652 million. Net profit from JPY 6,684 million to JPY 7,446 million. Net profit per Share from JPY 102.73 to JPY 114.44.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥44.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).
공지 • May 28Information Services International-Dentsu, Ltd. to Report Q2, 2023 Results on Jul 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023
Board Change • Apr 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior MD, Manager of Communication IT Business Department & Director Shinichi Ogane was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany.
Reported Earnings • Feb 13Full year 2022 earnings released: EPS: JP¥194 (vs JP¥137 in FY 2021)Full year 2022 results: EPS: JP¥194 (up from JP¥137 in FY 2021). Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공지 • Feb 11Information Services International-Dentsu, Ltd. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending December 31, 2023Information Services International-Dentsu, Ltd. provided consolidated earnings guidance for the first half of 2023 and full year ending December 31, 2023. For the first half, the company expects net sales of ¥67,130 million, operating profit of ¥9,730 million, profit of ¥6,684 million and EPS of ¥102.73.For the year, the company expects net sales of ¥137,000 million, operating profit of ¥20,000 million, profit of ¥14,000 million and EPS of ¥215.16.
공지 • Feb 10+ 1 more updateInformation Services International-Dentsu, Ltd. Declares Dividend for the Fourth Quarter Ended December 31, 2022, Payable on March 27, 2023; Provides Dividend Guidance for the Second Quarter of 2023Information Services International-Dentsu, Ltd. declared a dividend of ¥45.00 per share for the fourth quarter ended December 31, 2022. The dividend payable on March 27, 2023.For the second quarter, the company expects to pay dividend of ¥44.00 against ¥33.00 paid last year.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 March 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).
공지 • Dec 06Information Services International-Dentsu, Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023
공지 • Dec 01Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023. Agenda: To consider Purpose of Transition; to consider Timing of Transition;.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥39.13 (vs JP¥31.15 in 3Q 2021)Third quarter 2022 results: EPS: JP¥39.13 (up from JP¥31.15 in 3Q 2021). Revenue: JP¥32.4b (up 26% from 3Q 2021). Net income: JP¥2.55b (up 25% from 3Q 2021). Profit margin: 7.9% (in line with 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.
공지 • Aug 28Information Services International-Dentsu, Ltd. to Report Q3, 2022 Results on Oct 31, 2022Information Services International-Dentsu, Ltd. announced that they will report Q3, 2022 results on Oct 31, 2022
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: JP¥46.00 (vs JP¥28.71 in 2Q 2021)Second quarter 2022 results: EPS: JP¥46.00 (up from JP¥28.71 in 2Q 2021). Revenue: JP¥31.5b (up 18% from 2Q 2021). Net income: JP¥3.00b (up 60% from 2Q 2021). Profit margin: 9.5% (up from 7.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.4%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Jul 28+ 1 more updateInformation Services International-Dentsu, Ltd. Revises Year End Dividend Guidance for the Fiscal Year Ending December 31, 2022Information Services International-Dentsu, Ltd. revised year end dividend guidance for the fiscal year ending December 31, 2022. The company forecasted a year-end dividend of ¥33 per share. However, as mentioned above, profit attributable to owners of the parent is expected to increase significantly from the initial forecast, and the company have revised this dividend to ¥45, an increase of ¥12 from the previous forecast. As a result, the annual dividend per share for the current fiscal year is expected to increase 39.3% from the previous fiscal year to ¥78, and the consolidated dividend payout ratio is expected to be 40.7%.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.6%).
공지 • May 29Information Services International-Dentsu, Ltd. to Report Q2, 2022 Results on Jul 28, 2022Information Services International-Dentsu, Ltd. announced that they will report Q2, 2022 results on Jul 28, 2022
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: JP¥61.89 (vs JP¥38.69 in 1Q 2021)First quarter 2022 results: EPS: JP¥61.89 (up from JP¥38.69 in 1Q 2021). Revenue: JP¥30.0b (up 9.0% from 1Q 2021). Net income: JP¥4.03b (up 60% from 1Q 2021). Profit margin: 14% (up from 9.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.2%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Apr 11Now 22% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be €35.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.
Board Change • Apr 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공지 • Feb 27Information Services International-Dentsu, Ltd. to Report Q1, 2022 Results on Apr 28, 2022Information Services International-Dentsu, Ltd. announced that they will report Q1, 2022 results on Apr 28, 2022
Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥137 (up from JP¥113 in FY 2020). Revenue: JP¥112.1b (up 3.1% from FY 2020). Net income: JP¥8.94b (up 22% from FY 2020). Profit margin: 8.0% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.7%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Feb 10Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 23, 2022Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 23, 2022.
공지 • Feb 09+ 1 more updateInformation Services International-Dentsu, Ltd. Provides Dividend Guidance for the Second Quarter and Fourth Quarter of Fiscal Year 2022Information Services International-Dentsu, Ltd. provided dividend guidance for the second quarter and fourth quarter of fiscal year 2022. For the second quarter, the company expects to pay dividend of JPY 33.00 compared to JPY 26.00 per share paid a year ago.For the fourth quarter of fiscal year 2022, the company expects to pay dividend of JPY 33.00 per share compared to JPY 30.00 per share a year ago.
공지 • Jan 22Information Services International-Dentsu, Ltd. Revises Consolidated Financial Guidance for the Fiscal Year Ended December 31, 2021Information Services International-Dentsu, Ltd. revised consolidated financial guidance for the fiscal year ended December 31, 2021. For the period the company expects net sales to be JPY 112,085 million compared to previous guidance of JPY 110,000 million, operating profit to be JPY 13,736 million compared to previous guidance of JPY 12,500 million, net profit to be JPY 8,944 million compared to previous guidance of JPY 8,300 million, net profit per share to be JPY 137.26 compared to previous guidance of JPY 127.37.
Upcoming Dividend • Dec 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 March 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.0%).
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS JP¥31.15 (vs JP¥23.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥25.6b (up 1.7% from 3Q 2020). Net income: JP¥2.03b (up 35% from 3Q 2020). Profit margin: 7.9% (up from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS JP¥28.71 (vs JP¥37.63 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥26.8b (down 6.5% from 2Q 2020). Net income: JP¥1.87b (down 24% from 2Q 2020). Profit margin: 7.0% (down from 8.6% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥36.00, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 26x in the IT industry in Germany. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.33 per share.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 01 September 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.2%).
Reported Earnings • May 16First quarter 2021 earnings released: EPS JP¥38.69 (vs JP¥31.61 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥27.5b (up 4.3% from 1Q 2020). Net income: JP¥2.52b (up 22% from 1Q 2020). Profit margin: 9.2% (up from 7.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS JP¥38.69 (vs JP¥31.61 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥27.5b (up 4.3% from 1Q 2020). Net income: JP¥2.52b (up 22% from 1Q 2020). Profit margin: 9.2% (up from 7.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥226 (vs JP¥95.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥108.7b (up 7.9% from FY 2019). Net income: JP¥7.36b (up 18% from FY 2019). Profit margin: 6.8% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Feb 28Information Services International-Dentsu, Ltd. to Report Q1, 2021 Results on Apr 28, 2021Information Services International-Dentsu, Ltd. announced that they will report Q1, 2021 results on Apr 28, 2021
Analyst Estimate Surprise Post Earnings • Feb 16Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 4.4%, compared to a 12% growth forecast for the IT industry in Germany.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS JP¥113 (vs JP¥95.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥108.7b (up 7.9% from FY 2019). Net income: JP¥7.36b (up 18% from FY 2019). Profit margin: 6.8% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Feb 10Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2021Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2021.
Is New 90 Day High Low • Jan 23New 90-day high: €29.60The company is up 12% from its price of €26.50 on 23 October 2020. The German market is also up 12% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the IT industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.81 per share.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥27.80, the stock is trading at a trailing P/E ratio of 31.7x, up from the previous P/E ratio of 27.4x. This compares to an average P/E of 30x in the IT industry in Germany. Total returns to shareholders over the past three years are 208%.
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥43.00 Per ShareWill be paid on the 25th of March to those who are registered shareholders by the 29th of December. The trailing yield of 1.3% is below the top quartile of German dividend payers (3.5%), but it is higher than industry peers (1.0%).
Is New 90 Day High Low • Dec 02New 90-day high: €57.00The company is up 22% from its price of €46.80 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.00 per share.
공지 • Nov 11Information Services International-Dentsu, Ltd. to Report Fiscal Year 2020 Results on Feb 10, 2021Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2020 results at 3:00 PM, Tokyo Standard Time on Feb 10, 2021
Analyst Estimate Surprise Post Earnings • Nov 10Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 5.3%, compared to a 9.2% growth forecast for the IT industry in Germany.
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS JP¥46.22The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: JP¥25.2b (up 5.8% from 3Q 2019). Net income: JP¥1.51b (down 14% from 3Q 2019). Profit margin: 6.0% (down from 7.4% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 06Market pulls back on stock over the past weekAfter last week's 19% share price decline to JP¥45.00, the stock is trading at a trailing P/E ratio of 25.8x, down from the previous P/E ratio of 31.8x. This compares to an average P/E of 26x in the IT industry in Germany. Total returns to shareholders over the past three years are 181%.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥7.08b, up 8.1% from the prior year. Total revenue was JP¥107.9b over the last 12 months, up 8.6% from the prior year.
Analyst Estimate Surprise Post Earnings • Nov 01Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 0.9% at JP¥25.2b. Revenue is forecast to grow 4.5% over the next year, compared to a 8.6% growth forecast for the IT industry in Germany.
Is New 90 Day High Low • Oct 31New 90-day high: €55.50The company is up 27% from its price of €43.60 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.67 per share.
Is New 90 Day High Low • Oct 06New 90-day high: €54.50The company is up 36% from its price of €40.20 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.38 per share.
Is New 90 Day High Low • Sep 19New 90-day high: €49.20The company is up 22% from its price of €40.40 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.49 per share.
