SMS 향후 성장

Future 기준 점검 3/6

SMS (는) 각각 연간 11.8% 및 7.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.6% 로 예상됩니다.

핵심 정보

11.8%

이익 성장률

12.40%

EPS 성장률

Professional Services 이익 성장	10.8%
매출 성장률	7.9%
향후 자기자본이익률	16.63%
애널리스트 커버리지	Good
마지막 업데이트	02 Jan 2026

최근 향후 성장 업데이트

Results: SMS Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates

Oct 30

Results: SMS Co., Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Aug 02

Earnings Release: Here's Why Analysts Cut Their SMS Co., Ltd. (TSE:2175) Price Target To JP¥1,777

May 01

Recent updates

Results: SMS Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates

Oct 30

SMS Co., Ltd.'s (TSE:2175) P/E Still Appears To Be Reasonable

Oct 02

Results: SMS Co., Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Aug 02

Here's What To Make Of SMS' (TSE:2175) Decelerating Rates Of Return

Jul 25

Should You Investigate SMS Co., Ltd. (TSE:2175) At JP¥1,447?

May 30

After Leaping 32% SMS Co., Ltd. (TSE:2175) Shares Are Not Flying Under The Radar

May 07

Earnings Release: Here's Why Analysts Cut Their SMS Co., Ltd. (TSE:2175) Price Target To JP¥1,777

May 01

SMS (TSE:2175) Has Announced That It Will Be Increasing Its Dividend To ¥28.50

Mar 03

SMS Co., Ltd. (TSE:2175) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

Feb 22

These 4 Measures Indicate That SMS (TSE:2175) Is Using Debt Safely

Feb 20

SMS Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Feb 05

SMS' (TSE:2175) Dividend Will Be Increased To ¥28.50

Feb 04

Is There An Opportunity With SMS Co., Ltd.'s (TSE:2175) 50% Undervaluation?

Nov 15

Earnings Miss: SMS Co., Ltd. Missed EPS By 46% And Analysts Are Revising Their Forecasts

Nov 01

이익 및 매출 성장 예측

TSE:2175 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
3/31/2028	76,743	9,060	8,597	12,502	4
3/31/2027	72,253	8,120	7,356	8,382	6
3/31/2026	64,604	6,934	4,621	8,707	5
9/30/2025	62,585	7,376	2,063	6,302	N/A
6/30/2025	62,198	6,831	N/A	N/A	N/A
3/31/2025	60,952	6,054	1,735	5,806	N/A
12/31/2024	59,501	6,697	N/A	N/A	N/A
9/30/2024	58,341	6,721	5,267	8,935	N/A
6/30/2024	56,205	7,001	N/A	N/A	N/A
3/31/2024	53,973	7,227	6,061	9,773	N/A
12/31/2023	51,592	6,220	N/A	N/A	N/A
9/30/2023	49,807	6,453	6,203	9,688	N/A
6/30/2023	48,344	6,820	N/A	N/A	N/A
3/31/2023	45,667	6,406	5,590	8,504	N/A
12/31/2022	44,016	6,321	N/A	N/A	N/A
9/30/2022	42,306	6,133	6,444	8,748	N/A
6/30/2022	40,578	5,907	N/A	N/A	N/A
3/31/2022	38,899	5,408	7,806	9,818	N/A
12/31/2021	37,909	5,581	N/A	N/A	N/A
9/30/2021	37,249	5,429	6,097	8,312	N/A
6/30/2021	36,259	5,075	N/A	N/A	N/A
3/31/2021	35,960	4,800	4,734	6,769	N/A
12/31/2020	36,206	5,112	N/A	N/A	N/A
9/30/2020	36,150	5,216	5,680	7,429	N/A
6/30/2020	36,300	5,162	N/A	N/A	N/A
3/31/2020	35,140	4,760	3,986	5,591	N/A
12/31/2019	34,112	4,342	N/A	N/A	N/A
9/30/2019	33,424	4,378	4,504	5,733	N/A
6/30/2019	32,148	4,371	N/A	N/A	N/A
3/31/2019	30,836	4,216	N/A	5,156	N/A
12/31/2018	29,407	3,711	N/A	N/A	N/A
9/30/2018	28,489	3,659	N/A	4,141	N/A
6/30/2018	27,605	3,561	N/A	N/A	N/A
3/31/2018	26,611	3,361	N/A	4,811	N/A
12/31/2017	25,569	3,036	N/A	N/A	N/A
9/30/2017	24,226	2,817	N/A	4,357	N/A
6/30/2017	23,509	2,675	N/A	N/A	N/A
3/31/2017	23,054	2,801	N/A	3,919	N/A
12/31/2016	22,940	2,699	N/A	4,150	N/A
9/30/2016	21,734	2,506	N/A	3,826	N/A
6/30/2016	20,266	2,543	N/A	2,696	N/A
3/31/2016	19,069	2,265	N/A	2,244	N/A
12/31/2015	17,232	1,817	N/A	1,610	N/A
9/30/2015	16,889	2,131	N/A	2,286	N/A
6/30/2015	16,087	1,906	N/A	2,614	N/A
3/31/2015	15,056	1,824	N/A	3,103	N/A

애널리스트 향후 성장 전망

수입 대 저축률: 2175 의 연간 예상 수익 증가율(11.8%)이 saving rate(0.6%)보다 높습니다.

수익 vs 시장: 2175 의 연간 수익(11.8%)이 JP 시장(8.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 2175 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 2175 의 수익(연간 7.9%)이 JP 시장(연간 4.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 2175 의 수익(연간 7.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 2175의 자본 수익률은 3년 후 16.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/01/08 15:47
종가	2026/01/08 00:00
수익	2025/09/30
연간 수익	2025/03/31

데이터 소스

당사의 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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

SMS Co., Ltd.는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Ritsuo Watanabe	BofA Global Research
Kazue Yanagisawa	CLSA
Jiro Kojima	Daiwa Securities Co. Ltd.

SMS 향후 성장

Future 기준 점검 3/6

핵심 정보

최근 향후 성장 업데이트

Results: SMS Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates

Results: SMS Co., Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Earnings Release: Here's Why Analysts Cut Their SMS Co., Ltd. (TSE:2175) Price Target To JP¥1,777

Price target decreased by 14% to JP¥1,777

Price target decreased by 9.8% to JP¥2,075

Consensus EPS estimates fall by 17%

Recent updates

Results: SMS Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates

Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind

New minor risk - Share price stability

Investor sentiment deteriorates as stock falls 17%

SMS Co., Ltd.'s (TSE:2175) P/E Still Appears To Be Reasonable

Results: SMS Co., Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind

Here's What To Make Of SMS' (TSE:2175) Decelerating Rates Of Return

Insufficient new directors

Full year 2025 earnings: Revenues and EPS in line with analyst expectations

Should You Investigate SMS Co., Ltd. (TSE:2175) At JP¥1,447?

After Leaping 32% SMS Co., Ltd. (TSE:2175) Shares Are Not Flying Under The Radar

SMS Co., Ltd. to Report Q1, 2026 Results on Jul 29, 2025

Earnings Release: Here's Why Analysts Cut Their SMS Co., Ltd. (TSE:2175) Price Target To JP¥1,777

Full year 2025 earnings: Revenues and EPS in line with analyst expectations

SMS Co., Ltd., Annual General Meeting, Jun 20, 2025

Price target decreased by 14% to JP¥1,777

Upcoming dividend of JP¥28.50 per share

Price target decreased by 9.8% to JP¥2,075

SMS (TSE:2175) Has Announced That It Will Be Increasing Its Dividend To ¥28.50

SMS Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025

SMS Co., Ltd. (TSE:2175) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

These 4 Measures Indicate That SMS (TSE:2175) Is Using Debt Safely

Investor sentiment deteriorates as stock falls 24%

Consensus EPS estimates fall by 17%

SMS Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

SMS' (TSE:2175) Dividend Will Be Increased To ¥28.50

Dividend increased to JP¥28.50

Third quarter 2025 earnings: EPS and revenues miss analyst expectations

SMS Co., Ltd. Amends Year-End Dividend Forecast for the Fiscal Year Ending March 31, 2025

Price target decreased by 7.8% to JP¥3,167

SMS Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025

Is There An Opportunity With SMS Co., Ltd.'s (TSE:2175) 50% Undervaluation?

New minor risk - Share price stability

Investor sentiment deteriorates as stock falls 21%

Earnings Miss: SMS Co., Ltd. Missed EPS By 46% And Analysts Are Revising Their Forecasts

Second quarter 2025 earnings: EPS misses analyst expectations

Market Participants Recognise SMS Co., Ltd.'s (TSE:2175) Earnings

Does SMS (TSE:2175) Have A Healthy Balance Sheet?

SMS Co., Ltd.(TSE:2175) dropped from FTSE All-World Index (USD)

SMS Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024

SMS (TSE:2175) Has Some Way To Go To Become A Multi-Bagger

Is SMS Co., Ltd. (TSE:2175) Potentially Undervalued?

SMS Co., Ltd. Just Beat EPS By 24%: Here's What Analysts Think Will Happen Next

First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

SMS Co., Ltd. (TSE:2175) announces an Equity Buyback for 995,500 shares, representing 1.16% for ¥2,000 million.

With SMS Co., Ltd. (TSE:2175) It Looks Like You'll Get What You Pay For

Full year 2024 earnings: Revenues and EPS in line with analyst expectations

SMS Co., Ltd. to Report Q1, 2025 Results on Jul 26, 2024

Is SMS (TSE:2175) A Risky Investment?

Full year 2024 earnings: Revenues and EPS in line with analyst expectations

SMS Co., Ltd., Annual General Meeting, Jun 21, 2024

SMS Co., Ltd. (TSE:2175) announces an Equity Buyback for 876,400 shares, representing 1.01% for ¥2,000 million.

SMS Co., Ltd. (TSE:2175) Not Flying Under The Radar

Estimating The Fair Value Of SMS Co., Ltd. (TSE:2175)

Upcoming dividend of JP¥20.00 per share

Does SMS (TSE:2175) Have A Healthy Balance Sheet?

SMS Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024

Dividend increased to JP¥20.00

SMS Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024

Third quarter 2024 earnings: EPS misses analyst expectations

SMS Co., Ltd. Revises Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024

Price target decreased by 7.7% to JP¥3,860

SMS Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024

Second quarter 2024 earnings: EPS and revenues miss analyst expectations

SMS Co., Ltd. (TSE:2175) announces an Equity Buyback for 883,100 shares, representing 1.01% for ¥2,000 million.

New minor risk - Share price stability

SMS Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023

First quarter 2024 earnings: EPS and revenues exceed analyst expectations