View ValuationAlsokLtd 향후 성장Future 기준 점검 1/6AlsokLtd (는) 각각 연간 6.1% 및 4.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.6% 로 예상됩니다.핵심 정보6.1%이익 성장률6.71%EPS 성장률Commercial Services 이익 성장5.9%매출 성장률4.8%향후 자기자본이익률10.57%애널리스트 커버리지Low마지막 업데이트14 Jul 2026최근 향후 성장 업데이트Major Estimate Revision • May 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥623.5b to JP¥632.8b. EPS estimate increased from JP¥74.03 to JP¥82.43 per share. Net income forecast to grow 19% next year vs 9.0% growth forecast for Commercial Services industry in Japan. Consensus price target broadly unchanged at JP¥1,404. Share price rose 4.8% to JP¥1,147 over the past week.분석 기사 • Feb 06Here's What Analysts Are Forecasting For Alsok Co.,Ltd. (TSE:2331) After Its Third-Quarter ResultsLast week saw the newest quarterly earnings release from Alsok Co.,Ltd. ( TSE:2331 ), an important milestone in the...분석 기사 • Nov 08Alsok Co.,Ltd. Beat Revenue Forecasts By 5.2%: Here's What Analysts Are Forecasting NextIt's been a good week for Alsok Co.,Ltd. ( TSE:2331 ) shareholders, because the company has just released its latest...분석 기사 • Feb 07Analysts Are Updating Their Sohgo Security Services Co.,Ltd. (TSE:2331) Estimates After Its Third-Quarter ResultsIt's been a good week for Sohgo Security Services Co.,Ltd. ( TSE:2331 ) shareholders, because the company has just...Price Target Changed • Nov 12Price target increased by 10% to JP¥1,098Up from JP¥998, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥1,111. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥56.23 for next year compared to JP¥54.34 last year.Price Target Changed • Jun 13Price target increased by 7.5% to JP¥976Up from JP¥908, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥961. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥57.00 for next year compared to JP¥54.34 last year.모든 업데이트 보기Recent updates공고 • Jul 01Alsok Co.,Ltd. (TSE:2331) and The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of an additional 83.59% stake in Nippon Dry-Chemical Co., Ltd. (TSE:1909).Alsok Co.,Ltd. (TSE:2331) and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire an additional 83.59% stake in Nippon Dry-Chemical Co., Ltd. (TSE:1909) for ¥83.6 billion on May 13, 2026. A cash consideration of ¥83.57 billion will be paid by Alsok Co.,Ltd. and The Carlyle Group Inc. As part of consideration, ¥83.57 billion is paid towards common equity of Nippon Dry-Chemical Co., Ltd. The transaction is subject to approval of merger agreement by target board and minimum tender. The Board of Directors of Nippon Dry-Chemical Co., Ltd. formed a special committee for the transaction. The deal has been approved by the board of Nippon Dry-Chemical Co., Ltd to recommend its shareholders to tender their shares in the tender offer. After the tender offer has been successfully completed, the tender offerors intends to undertake a squeeze-out by way of share consolidation. The expected completion of the transaction is June 29, 2026. Alsok Co.,Ltd. (TSE:2331) and The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of an additional 83.59% stake in Nippon Dry-Chemical Co., Ltd. (TSE:1909) on June 29, 2026.공고 • Jun 11Alsok Co.,Ltd. to Report Q1, 2027 Results on Aug 04, 2026Alsok Co.,Ltd. announced that they will report Q1, 2027 results on Aug 04, 2026Major Estimate Revision • May 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥623.5b to JP¥632.8b. EPS estimate increased from JP¥74.03 to JP¥82.43 per share. Net income forecast to grow 19% next year vs 9.0% growth forecast for Commercial Services industry in Japan. Consensus price target broadly unchanged at JP¥1,404. Share price rose 4.8% to JP¥1,147 over the past week.공고 • May 14+ 1 more updateAlsok Co.,Ltd. (TSE:2331) announces an Equity Buyback for 9,000,000 shares, representing 1.85% for ¥10,000 million.Alsok Co.,Ltd. (TSE:2331) announces a share repurchase program. Under the program, the company will repurchase up to 9,000,000 shares, representing 1.85% of its share capital, for ¥10,000 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and as part of our shareholder return policy. The program will expire on September 30, 2026. As of March 31, 2026, the company had 486,088,073 shares in issue (excluding treasury stock) and 24,112,137 shares in treasury.New Risk • May 14New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 97% Dividend yield: 2.6% 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.Reported Earnings • May 13Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥68.49 (up from JP¥55.41 in FY 2025). Revenue: JP¥597.0b (up 8.2% from FY 2025). Net income: JP¥33.3b (up 23% from FY 2025). Profit margin: 5.6% (up from 4.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.공고 • May 12Alsok Co.,Ltd., Annual General Meeting, Jun 24, 2026Alsok Co.,Ltd., Annual General Meeting, Jun 24, 2026.공고 • May 09Alsok Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Alsok Co.,Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.60 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).분석 기사 • Feb 06Here's What Analysts Are Forecasting For Alsok Co.,Ltd. (TSE:2331) After Its Third-Quarter ResultsLast week saw the newest quarterly earnings release from Alsok Co.,Ltd. ( TSE:2331 ), an important milestone in the...Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥18.66 (vs JP¥15.81 in 3Q 2025)Third quarter 2026 results: EPS: JP¥18.66 (up from JP¥15.81 in 3Q 2025). Revenue: JP¥147.8b (up 7.7% from 3Q 2025). Net income: JP¥9.07b (up 18% from 3Q 2025). Profit margin: 6.1% (up from 5.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.분석 기사 • Jan 03Some Shareholders Feeling Restless Over Alsok Co.,Ltd.'s (TSE:2331) P/E RatioWith a price-to-earnings (or "P/E") ratio of 18.8x Alsok Co.,Ltd. ( TSE:2331 ) may be sending bearish signals at the...공고 • Dec 05Alsok Co.,Ltd. (TSE:2331) signed a Share Transfer Agreement to acquire 60% stake in Heiwa Kanzai K.K. from Kubota Corporation (TSE:6326).Alsok Co.,Ltd. (TSE:2331) signed a Share Transfer Agreement to acquire 60% stake in Heiwa Kanzai K.K. from Kubota Corporation (TSE:6326) on December 3, 2025. Upon completion, Hulic Co., Ltd. and Mizuho Bank, Ltd. will continue to hold 35% and 5% stake respectively in Heiwa Kanzai K.K. The transaction is expected to be completed in March 2026.분석 기사 • Dec 04AlsokLtd (TSE:2331) Has Announced A Dividend Of ¥14.60The board of Alsok Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend on the 26th of June, with investors...Declared Dividend • Dec 04First half dividend of JP¥14.60 announcedShareholders will receive a dividend of JP¥14.60. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 08Alsok Co.,Ltd. Beat Revenue Forecasts By 5.2%: Here's What Analysts Are Forecasting NextIt's been a good week for Alsok Co.,Ltd. ( TSE:2331 ) shareholders, because the company has just released its latest...Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥16.82 (vs JP¥11.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥16.82 (up from JP¥11.64 in 2Q 2025). Revenue: JP¥150.2b (up 12% from 2Q 2025). Net income: JP¥8.17b (up 44% from 2Q 2025). Profit margin: 5.4% (up from 4.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.공고 • Nov 04Alsok Co.,Ltd. to Report Q3, 2026 Results on Feb 03, 2026Alsok Co.,Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026분석 기사 • Oct 30Alsok Co.,Ltd.'s (TSE:2331) Intrinsic Value Is Potentially 60% Above Its Share PriceKey Insights The projected fair value for AlsokLtd is JP¥1,690 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Oct 14Here's Why AlsokLtd (TSE:2331) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...공고 • Sep 23Alsok Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Alsok Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.60 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).분석 기사 • Sep 06AlsokLtd (TSE:2331) Has Some Way To Go To Become A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥13.27 (vs JP¥8.36 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.27 (up from JP¥8.36 in 1Q 2025). Revenue: JP¥141.2b (up 9.4% from 1Q 2025). Net income: JP¥6.44b (up 54% from 1Q 2025). Profit margin: 4.6% (up from 3.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jul 29Less 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 Kenji Iwasaki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Jul 24AlsokLtd (TSE:2331) Is Increasing Its Dividend To ¥13.60Alsok Co.,Ltd. ( TSE:2331 ) has announced that it will be increasing its dividend from last year's comparable payment...분석 기사 • Jul 10Sohgo Security ServicesLtd (TSE:2331) Is Increasing Its Dividend To ¥13.60Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jul 09Final dividend of JP¥13.60 announcedShareholders will receive a dividend of JP¥13.60. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥55.41 (up from JP¥52.95 in FY 2024). Revenue: JP¥551.9b (up 5.8% from FY 2024). Net income: JP¥27.1b (up 1.8% from FY 2024). Profit margin: 4.9% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.분석 기사 • Jun 11Pinning Down Sohgo Security Services Co.,Ltd.'s (TSE:2331) P/E Is Difficult Right NowWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Sohgo...공고 • Jun 11Sohgo Security Services Co.,Ltd. to Report Q1, 2026 Results on Aug 05, 2025Sohgo Security Services Co.,Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • May 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥55.41. Revenue: JP¥551.9b (up 5.8% from FY 2024). Net income: JP¥27.1b (flat on FY 2024). Profit margin: 4.9% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan.공고 • May 13Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 25, 2025Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 25, 2025.분석 기사 • Apr 10Returns On Capital At Sohgo Security ServicesLtd (TSE:2331) Paint A Concerning PictureWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...공고 • Apr 08Sohgo Security Services Co.,Ltd. Announces Board Changes, Effective June 25, 2025Sohgo Security Services Co.,Ltd. announced retirement of Takashi Kumagai and Yutaka Komatsu as directors. The company also announced retirement of Juichirou Mochizuki and Yoshiaki Nakagawa as Audit & Supervisory Board Member. Effective June 25, 2025.공고 • Mar 22Sohgo Security Services Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sohgo Security Services Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.40 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.1%).분석 기사 • Feb 25Estimating The Fair Value Of Sohgo Security Services Co.,Ltd. (TSE:2331)Key Insights The projected fair value for Sohgo Security ServicesLtd is JP¥1,185 based on 2 Stage Free Cash Flow to...분석 기사 • Feb 07Analysts Are Updating Their Sohgo Security Services Co.,Ltd. (TSE:2331) Estimates After Its Third-Quarter ResultsIt's been a good week for Sohgo Security Services Co.,Ltd. ( TSE:2331 ) shareholders, because the company has just...Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥15.32 (vs JP¥13.16 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.32 (up from JP¥13.16 in 3Q 2024). Revenue: JP¥137.2b (up 3.5% from 3Q 2024). Net income: JP¥7.43b (up 13% from 3Q 2024). Profit margin: 5.4% (up from 5.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Jan 20Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,026. The fair value is estimated to be JP¥1,287, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 4.6%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.분석 기사 • Jan 10Sohgo Security Services Co.,Ltd.'s (TSE:2331) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Sohgo...공고 • Dec 17Sohgo Security Services Co.,Ltd. to Report Q3, 2025 Results on Feb 04, 2025Sohgo Security Services Co.,Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025분석 기사 • Dec 17The Returns On Capital At Sohgo Security ServicesLtd (TSE:2331) Don't Inspire ConfidenceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Declared Dividend • Dec 04First half dividend of JP¥12.40 announcedShareholders will receive a dividend of JP¥12.40. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 24Estimating The Fair Value Of Sohgo Security Services Co.,Ltd. (TSE:2331)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sohgo Security ServicesLtd fair value estimate is JP¥1,306...Price Target Changed • Nov 12Price target increased by 10% to JP¥1,098Up from JP¥998, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥1,111. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥56.23 for next year compared to JP¥54.34 last year.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥11.88 (vs JP¥13.21 in 2Q 2024)Second quarter 2025 results: EPS: JP¥11.88 (down from JP¥13.21 in 2Q 2024). Revenue: JP¥134.3b (up 7.6% from 2Q 2024). Net income: JP¥5.80b (down 13% from 2Q 2024). Profit margin: 4.3% (down from 5.3% in 2Q 2024). 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 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.분석 기사 • Sep 24Sohgo Security ServicesLtd's (TSE:2331) Dividend Will Be ¥12.40Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend of ¥12.40 per share on the 4th...공고 • Sep 20Sohgo Security Services Co.,Ltd. to Report Q2, 2025 Results on Nov 06, 2024Sohgo Security Services Co.,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.40 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).분석 기사 • Sep 20Sohgo Security ServicesLtd (TSE:2331) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Sep 05Sohgo Security ServicesLtd (TSE:2331) Is Due To Pay A Dividend Of ¥12.40Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend of ¥12.40 per share on the 4th...공고 • Sep 05Sohgo Security Services Co.,Ltd. (TSE:2331) agreed to acquire Kanso Co., Ltd. from H2O Shopping Center Development Co., Ltd.Sohgo Security Services Co.,Ltd. (TSE:2331) agreed to acquire Kanso Co., Ltd. from H2O Shopping Center Development Co., Ltd. on September 4, 2024. For the period ending March 31, 2024, Kanso Co., Ltd. reported total revenue of ¥6.99 billion, EBIT of ¥142 million and net income of ¥9 million. As of March 31, 2024, Kanso Co., Ltd. reported total assets of ¥9.07 billion and total common equity of ¥7.81 billion. The expected completion of the transaction is December 1, 2024.분석 기사 • Aug 19Sohgo Security ServicesLtd (TSE:2331) Will Pay A Dividend Of ¥12.40Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend of ¥12.40 per share on the 4th...Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥8.60 (vs JP¥10.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥8.60 (down from JP¥10.26 in 1Q 2024). Revenue: JP¥129.0b (up 6.1% from 1Q 2024). Net income: JP¥4.29b (down 18% from 1Q 2024). Profit margin: 3.3% (down from 4.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.Buy Or Sell Opportunity • Aug 02Now 22% undervaluedOver the last 90 days, the stock has risen 4.7% to JP¥913. The fair value is estimated to be JP¥1,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 3.6%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 5.4% per annum over the same time period.분석 기사 • Jul 26Sohgo Security ServicesLtd (TSE:2331) Will Pay A Dividend Of ¥12.40Sohgo Security Services Co.,Ltd. ( TSE:2331 ) will pay a dividend of ¥12.40 on the 4th of December. This takes the...분석 기사 • Jul 12Sohgo Security ServicesLtd's (TSE:2331) Dividend Will Be ¥12.40The board of Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend on the 4th of...Declared Dividend • Jul 11Final dividend of JP¥12.40 announcedShareholders will receive a dividend of JP¥12.40. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Jun 13Price target increased by 7.5% to JP¥976Up from JP¥908, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥961. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥57.00 for next year compared to JP¥54.34 last year.분석 기사 • Jun 10Estimating The Fair Value Of Sohgo Security Services Co.,Ltd. (TSE:2331)Key Insights The projected fair value for Sohgo Security ServicesLtd is JP¥1,040 based on 2 Stage Free Cash Flow to...Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥54.34 (up from JP¥47.32 in FY 2023). Revenue: JP¥521.4b (up 5.9% from FY 2023). Net income: JP¥27.3b (up 14% from FY 2023). Profit margin: 5.2% (up from 4.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.공고 • May 15Sohgo Security Services Co.,Ltd. (TSE:2331) announces an Equity Buyback for 17,700,000 shares, representing 3.53% for ¥15,000 million.Sohgo Security Services Co.,Ltd. (TSE:2331) announces a share repurchase program. Under the program, the company will repurchase up to 17,700,000 shares, representing 3.53% of its share capital, for ¥15,000 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and as part of our shareholder return policy. The program will expire on October 31, 2024. As of March 31, 2024, the company had 500,744,110 shares in issue (excluding treasury stock) and 9,456,100 shares in treasury.분석 기사 • May 13Sohgo Security Services Co.,Ltd.'s (TSE:2331) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Sohgo Security Services Co.,Ltd.'s ( TSE:2331 ) price-to-earnings (or "P/E") ratio of...분석 기사 • Apr 09Does Sohgo Security ServicesLtd (TSE:2331) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공고 • Apr 02Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 25, 2024Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 25, 2024.분석 기사 • Mar 22Investors Met With Slowing Returns on Capital At Sohgo Security ServicesLtd (TSE:2331)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.70 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).공고 • Mar 10Sohgo Security Services Co.,Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sohgo Security Services Co.,Ltd. announced that they will report fiscal year 2024 results on May 14, 2024공고 • Feb 16Sohgo Security Services Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Sohgo Security Services Co.,Ltd. provided Dividend Guidance for the Fiscal Year Ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to pay year-end dividend of JPY 8.70 per share compared to JPY 43.00 per share a year ago.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥13.16 (vs JP¥11.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.16 (up from JP¥11.90 in 3Q 2023). Revenue: JP¥132.6b (up 8.9% from 3Q 2023). Net income: JP¥6.59b (up 9.4% from 3Q 2023). Profit margin: 5.0% (up from 4.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. 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 8% per year.공고 • Dec 17Sohgo Security Services Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Sohgo Security Services Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024공고 • Nov 29Sohgo Security Services Co.,Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 4, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Sohgo Security Services Co.,Ltd. announced dividend for the second quarter ended September 30, 2023. For the quarter, the company announced dividend of JPY 8.70 per share compared to JPY 43.00 per share paid a year ago. Scheduled cash dividend payment start date: December 4, 2023. For the fiscal year ending March 31, 2024, the company expects to pay year-end dividend of JPY 8.70 per share compared to JPY 43.00 per share a year ago.공고 • Nov 10Sohgo Security Services Co.,Ltd. Reports Interim Dividend and Revision to Year-End Dividend Forecast for Fiscal Year Ending March 31, 2024, Effective Date December 4, 2023Sohgo Security Services Co.,Ltd. reported Interim Dividend (Increase) and Revision to Year-end Dividend Forecast for Fiscal year ending March 31, 2024. For the quarter, company reports Dividends per share ¥8.70 as compared toLatest dividend forecast (announced on July 28,2023) ¥8.60. Record date September 30, 2023. Effective date December 4, 2023.For the year, company Revised dividend forecast for Fiscal year ending March 31, 2024 to be ¥43.0 as compared to previous ¥8.70 .Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥13.21 (vs JP¥10.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.21 (up from JP¥10.49 in 2Q 2023). Revenue: JP¥124.8b (up 2.2% from 2Q 2023). Net income: JP¥6.66b (up 25% from 2Q 2023). Profit margin: 5.3% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.60 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.9%).공고 • Sep 06Sohgo Security Services Co.,Ltd. to Report Q2, 2024 Results on Oct 31, 2023Sohgo Security Services Co.,Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥51.32 (vs JP¥8.80 in 1Q 2023)First quarter 2024 results: EPS: JP¥51.32 (up from JP¥8.80 in 1Q 2023). Revenue: JP¥121.6b (up 6.7% from 1Q 2023). Net income: JP¥5.20b (up 17% from 1Q 2023). Profit margin: 4.3% (up from 3.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. 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 7% per year, which means it is significantly lagging earnings.공고 • Jul 29Sohgo Security Services Co.,Ltd. (TSE:2331) announces an Equity Buyback for 6,500,000 shares, representing 1.28% for ¥5,000 million.Sohgo Security Services Co.,Ltd. (TSE:2331) announces a share repurchase program. Under the program, the company will repurchase up to 6,500,000 shares, representing 1.28% of its share capital, for ¥5,000 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and as part of our shareholder return policy. The program will expire on November 30, 2023. As of July 1, 2023, the company had 506,287,920 shares in issue (excluding treasury stock) and 3,912,290 shares in treasury.공고 • Jun 15+ 1 more updateSohgo Security Services Co.,Ltd. Provides Consolidated Earnings Guidance for the First Half and Fiscal Year Ending March 31, 2024Sohgo Security Services Co.,Ltd. provided consolidated earnings guidance for the first half and fiscal year ending March 31, 2024. For the first half, the company expected Net sales of JPY 245,000 million, Operating income of JPY 16,500 million, Profit attributable to owners of parent of JPY 11,100 million and Net income per share of JPY 21,930.For the fiscal year, the company expected Net sales of JPY 512,500 million, Operating income of JPY 38,600 million, Profit attributable to owners of parent of JPY 25,500 million and Net income per share of JPY 50,380.공고 • Jun 11Sohgo Security Services Co.,Ltd. to Report Q1, 2024 Results on Jul 28, 2023Sohgo Security Services Co.,Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥237 (down from JP¥286 in FY 2022). Revenue: JP¥492.2b (flat on FY 2022). Net income: JP¥24.0b (down 17% from FY 2022). Profit margin: 4.9% (down from 5.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공고 • May 14Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 27, 2023Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 27, 2023.공고 • May 13Sohgo Security Services Co.,Ltd. Announces Personnel ChangesSOHGO SECURITY SERVICES CO., LTD. announced the following personnel changes. Personnel Changes of Executive Officers: Kengo Takeda: Current Position: Executive Officer, Chief Officer of Regional Division(IX). New Position: Executive Officer, Chief Officer of Regional Division(I). Effective June 20, 2023. Yoshio Kumazaki: Current Position: Senior Executive Officer, Chief Officer of Regional Division(I). New Position: Executive Officer, In Charge of Stationed Security (Tokyo) President and Representative Director of ALSOK STATIONED SECURITY CO., LTD. Effective June 20, 2023. Tetsuya Tsuburayai: Current Position: Executive Officer, General Manager of General Affairs Department, Second in Charge of General Affairs. New Position: Executive Officer, Chief Officer of Regional Division(IV), Chief Officer of Regional Division(V). Effective June 28, 2023. Retiring Executive Officer: Masayuki Chikaoka, Executive Officer, Chief Officer of Regional Division(IV) and Kenichi Kakimoto, Executive Officer, Chief Officer of Regional Division(V).Effective June 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥43.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.2%).공고 • Feb 01+ 2 more updatesSohgo Security Services Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sohgo Security Services Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company revised sales to be JPY 489,000 million from JPY 510,000 million; Operating income to be JPY 36,000 million from JPY 45,300 million; profit attributable to owners of the parent to be JPY 24,500 million from JPY 29,900 million and Basic net income per share to be JPY 242.01 from JPY 295.35.Reported Earnings • Feb 01Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥59.49 (down from JP¥69.53 in 3Q 2022). Revenue: JP¥121.8b (up 2.8% from 3Q 2022). Net income: JP¥6.02b (down 14% from 3Q 2022). Profit margin: 4.9% (down from 5.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. 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 14% per year, which means it is significantly lagging earnings.공고 • Dec 14Sohgo Security Services Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Sohgo Security Services Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Group CEO, CTO & Representative Director Tsuyoshi Murai is the most experienced director on the board, commencing their role in 2016. Independent Outside Director Masahiko Mishima was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: JP¥52.42 (down from JP¥98.77 in 2Q 2022). Revenue: JP¥122.0b (down 4.9% from 2Q 2022). Net income: JP¥5.31b (down 47% from 2Q 2022). Profit margin: 4.3% (down from 7.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. 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 15% per year, which means it is significantly lagging earnings.공고 • Oct 29+ 2 more updatesSohgo Security Services Co.,Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023Sohgo Security Services Co.,Ltd. provided dividend guidance for the year ending March 31, 2023. For the year, the company expected dividend of JPY 43.00 per share.공고 • Sep 23Sohgo Security Services Co.,Ltd. to Report Q2, 2023 Results on Oct 28, 2022Sohgo Security Services Co.,Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.3%).이익 및 매출 성장 예측TSE:2331 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029711,81843,86924,04668,23353/31/2028683,54540,75133,05766,36153/31/2027633,69240,61115,21049,95553/31/2026597,02633,26214,65253,786N/A12/31/2025590,52033,61824,82347,711N/A9/30/2025579,93831,86023,19744,484N/A6/30/2025564,02429,37211,08931,952N/A3/31/2025551,88127,10524,87142,647N/A12/31/2024542,91126,40439,60156,952N/A9/30/2024538,30124,97724,29641,120N/A6/30/2024528,81825,77737,82154,188N/A3/31/2024521,40026,63040,56956,063N/A12/31/2023513,39925,90726,95043,656N/A9/30/2023502,55225,33537,43253,960N/A6/30/2023499,81123,98027,06443,052N/A3/31/2023492,22623,23414,40931,682N/A12/31/2022483,12620,34525,47741,984N/A9/30/2022479,85521,54117,06634,095N/A6/30/2022486,08826,41135,56751,779N/A3/31/2022489,09228,23426,93242,736N/A12/31/2021491,29531,46621,10135,456N/A9/30/2021489,32130,38436,87249,994N/A6/30/2021476,74425,84228,53741,749N/A3/31/2021469,92024,24742,08355,522N/A12/31/2020463,48622,69436,11349,427N/A9/30/2020460,80322,73532,11046,055N/A6/30/2020460,88323,30527,85142,215N/A3/31/2020460,11823,34917,27033,896N/A12/31/2019457,86524,991N/A37,650N/A9/30/2019453,35524,028N/A27,995N/A6/30/2019448,42723,354N/A24,826N/A3/31/2019443,53522,269N/A28,771N/A12/31/2018441,38920,308N/A34,013N/A9/30/2018441,24520,103N/A31,712N/A6/30/2018438,40619,414N/A43,173N/A3/31/2018435,98219,344N/A25,496N/A12/31/2017431,09518,659N/A39,441N/A9/30/2017424,25818,436N/A39,735N/A6/30/2017416,90518,159N/A38,451N/A3/31/2017413,34318,330N/A54,561N/A12/31/2016404,08518,207N/A22,260N/A9/30/2016397,26518,153N/A31,023N/A6/30/2016390,56118,117N/A26,202N/A3/31/2016381,81817,868N/A19,678N/A12/31/2015381,60117,273N/A41,708N/A9/30/2015378,03716,318N/A29,503N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2331 의 연간 예상 수익 증가율(6.1%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 2331 의 연간 수익(6.1%)이 JP 시장(10%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 2331 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 2331 의 수익(연간 4.8%)이 JP 시장(연간 6.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 2331 의 수익(연간 4.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2331의 자본 수익률은 3년 후 10.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/18 22:25종가2026/07/17 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Alsok Co.,Ltd.는 13명의 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 ResearchSatoru SekineDaiwa Securities Co. Ltd.Naoki FurukawaGoldman Sachs10명의 분석가 더 보기
Major Estimate Revision • May 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥623.5b to JP¥632.8b. EPS estimate increased from JP¥74.03 to JP¥82.43 per share. Net income forecast to grow 19% next year vs 9.0% growth forecast for Commercial Services industry in Japan. Consensus price target broadly unchanged at JP¥1,404. Share price rose 4.8% to JP¥1,147 over the past week.
분석 기사 • Feb 06Here's What Analysts Are Forecasting For Alsok Co.,Ltd. (TSE:2331) After Its Third-Quarter ResultsLast week saw the newest quarterly earnings release from Alsok Co.,Ltd. ( TSE:2331 ), an important milestone in the...
분석 기사 • Nov 08Alsok Co.,Ltd. Beat Revenue Forecasts By 5.2%: Here's What Analysts Are Forecasting NextIt's been a good week for Alsok Co.,Ltd. ( TSE:2331 ) shareholders, because the company has just released its latest...
분석 기사 • Feb 07Analysts Are Updating Their Sohgo Security Services Co.,Ltd. (TSE:2331) Estimates After Its Third-Quarter ResultsIt's been a good week for Sohgo Security Services Co.,Ltd. ( TSE:2331 ) shareholders, because the company has just...
Price Target Changed • Nov 12Price target increased by 10% to JP¥1,098Up from JP¥998, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥1,111. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥56.23 for next year compared to JP¥54.34 last year.
Price Target Changed • Jun 13Price target increased by 7.5% to JP¥976Up from JP¥908, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥961. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥57.00 for next year compared to JP¥54.34 last year.
공고 • Jul 01Alsok Co.,Ltd. (TSE:2331) and The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of an additional 83.59% stake in Nippon Dry-Chemical Co., Ltd. (TSE:1909).Alsok Co.,Ltd. (TSE:2331) and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire an additional 83.59% stake in Nippon Dry-Chemical Co., Ltd. (TSE:1909) for ¥83.6 billion on May 13, 2026. A cash consideration of ¥83.57 billion will be paid by Alsok Co.,Ltd. and The Carlyle Group Inc. As part of consideration, ¥83.57 billion is paid towards common equity of Nippon Dry-Chemical Co., Ltd. The transaction is subject to approval of merger agreement by target board and minimum tender. The Board of Directors of Nippon Dry-Chemical Co., Ltd. formed a special committee for the transaction. The deal has been approved by the board of Nippon Dry-Chemical Co., Ltd to recommend its shareholders to tender their shares in the tender offer. After the tender offer has been successfully completed, the tender offerors intends to undertake a squeeze-out by way of share consolidation. The expected completion of the transaction is June 29, 2026. Alsok Co.,Ltd. (TSE:2331) and The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of an additional 83.59% stake in Nippon Dry-Chemical Co., Ltd. (TSE:1909) on June 29, 2026.
공고 • Jun 11Alsok Co.,Ltd. to Report Q1, 2027 Results on Aug 04, 2026Alsok Co.,Ltd. announced that they will report Q1, 2027 results on Aug 04, 2026
Major Estimate Revision • May 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥623.5b to JP¥632.8b. EPS estimate increased from JP¥74.03 to JP¥82.43 per share. Net income forecast to grow 19% next year vs 9.0% growth forecast for Commercial Services industry in Japan. Consensus price target broadly unchanged at JP¥1,404. Share price rose 4.8% to JP¥1,147 over the past week.
공고 • May 14+ 1 more updateAlsok Co.,Ltd. (TSE:2331) announces an Equity Buyback for 9,000,000 shares, representing 1.85% for ¥10,000 million.Alsok Co.,Ltd. (TSE:2331) announces a share repurchase program. Under the program, the company will repurchase up to 9,000,000 shares, representing 1.85% of its share capital, for ¥10,000 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and as part of our shareholder return policy. The program will expire on September 30, 2026. As of March 31, 2026, the company had 486,088,073 shares in issue (excluding treasury stock) and 24,112,137 shares in treasury.
New Risk • May 14New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 97% Dividend yield: 2.6% 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.
Reported Earnings • May 13Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥68.49 (up from JP¥55.41 in FY 2025). Revenue: JP¥597.0b (up 8.2% from FY 2025). Net income: JP¥33.3b (up 23% from FY 2025). Profit margin: 5.6% (up from 4.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
공고 • May 12Alsok Co.,Ltd., Annual General Meeting, Jun 24, 2026Alsok Co.,Ltd., Annual General Meeting, Jun 24, 2026.
공고 • May 09Alsok Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Alsok Co.,Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.60 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
분석 기사 • Feb 06Here's What Analysts Are Forecasting For Alsok Co.,Ltd. (TSE:2331) After Its Third-Quarter ResultsLast week saw the newest quarterly earnings release from Alsok Co.,Ltd. ( TSE:2331 ), an important milestone in the...
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥18.66 (vs JP¥15.81 in 3Q 2025)Third quarter 2026 results: EPS: JP¥18.66 (up from JP¥15.81 in 3Q 2025). Revenue: JP¥147.8b (up 7.7% from 3Q 2025). Net income: JP¥9.07b (up 18% from 3Q 2025). Profit margin: 6.1% (up from 5.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
분석 기사 • Jan 03Some Shareholders Feeling Restless Over Alsok Co.,Ltd.'s (TSE:2331) P/E RatioWith a price-to-earnings (or "P/E") ratio of 18.8x Alsok Co.,Ltd. ( TSE:2331 ) may be sending bearish signals at the...
공고 • Dec 05Alsok Co.,Ltd. (TSE:2331) signed a Share Transfer Agreement to acquire 60% stake in Heiwa Kanzai K.K. from Kubota Corporation (TSE:6326).Alsok Co.,Ltd. (TSE:2331) signed a Share Transfer Agreement to acquire 60% stake in Heiwa Kanzai K.K. from Kubota Corporation (TSE:6326) on December 3, 2025. Upon completion, Hulic Co., Ltd. and Mizuho Bank, Ltd. will continue to hold 35% and 5% stake respectively in Heiwa Kanzai K.K. The transaction is expected to be completed in March 2026.
분석 기사 • Dec 04AlsokLtd (TSE:2331) Has Announced A Dividend Of ¥14.60The board of Alsok Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend on the 26th of June, with investors...
Declared Dividend • Dec 04First half dividend of JP¥14.60 announcedShareholders will receive a dividend of JP¥14.60. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 08Alsok Co.,Ltd. Beat Revenue Forecasts By 5.2%: Here's What Analysts Are Forecasting NextIt's been a good week for Alsok Co.,Ltd. ( TSE:2331 ) shareholders, because the company has just released its latest...
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥16.82 (vs JP¥11.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥16.82 (up from JP¥11.64 in 2Q 2025). Revenue: JP¥150.2b (up 12% from 2Q 2025). Net income: JP¥8.17b (up 44% from 2Q 2025). Profit margin: 5.4% (up from 4.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
공고 • Nov 04Alsok Co.,Ltd. to Report Q3, 2026 Results on Feb 03, 2026Alsok Co.,Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026
분석 기사 • Oct 30Alsok Co.,Ltd.'s (TSE:2331) Intrinsic Value Is Potentially 60% Above Its Share PriceKey Insights The projected fair value for AlsokLtd is JP¥1,690 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 • Oct 14Here's Why AlsokLtd (TSE:2331) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
공고 • Sep 23Alsok Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Alsok Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.60 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).
분석 기사 • Sep 06AlsokLtd (TSE:2331) Has Some Way To Go To Become A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥13.27 (vs JP¥8.36 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.27 (up from JP¥8.36 in 1Q 2025). Revenue: JP¥141.2b (up 9.4% from 1Q 2025). Net income: JP¥6.44b (up 54% from 1Q 2025). Profit margin: 4.6% (up from 3.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jul 29Less 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 Kenji Iwasaki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Jul 24AlsokLtd (TSE:2331) Is Increasing Its Dividend To ¥13.60Alsok Co.,Ltd. ( TSE:2331 ) has announced that it will be increasing its dividend from last year's comparable payment...
분석 기사 • Jul 10Sohgo Security ServicesLtd (TSE:2331) Is Increasing Its Dividend To ¥13.60Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jul 09Final dividend of JP¥13.60 announcedShareholders will receive a dividend of JP¥13.60. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥55.41 (up from JP¥52.95 in FY 2024). Revenue: JP¥551.9b (up 5.8% from FY 2024). Net income: JP¥27.1b (up 1.8% from FY 2024). Profit margin: 4.9% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
분석 기사 • Jun 11Pinning Down Sohgo Security Services Co.,Ltd.'s (TSE:2331) P/E Is Difficult Right NowWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Sohgo...
공고 • Jun 11Sohgo Security Services Co.,Ltd. to Report Q1, 2026 Results on Aug 05, 2025Sohgo Security Services Co.,Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • May 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥55.41. Revenue: JP¥551.9b (up 5.8% from FY 2024). Net income: JP¥27.1b (flat on FY 2024). Profit margin: 4.9% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan.
공고 • May 13Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 25, 2025Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 25, 2025.
분석 기사 • Apr 10Returns On Capital At Sohgo Security ServicesLtd (TSE:2331) Paint A Concerning PictureWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
공고 • Apr 08Sohgo Security Services Co.,Ltd. Announces Board Changes, Effective June 25, 2025Sohgo Security Services Co.,Ltd. announced retirement of Takashi Kumagai and Yutaka Komatsu as directors. The company also announced retirement of Juichirou Mochizuki and Yoshiaki Nakagawa as Audit & Supervisory Board Member. Effective June 25, 2025.
공고 • Mar 22Sohgo Security Services Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sohgo Security Services Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.40 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.1%).
분석 기사 • Feb 25Estimating The Fair Value Of Sohgo Security Services Co.,Ltd. (TSE:2331)Key Insights The projected fair value for Sohgo Security ServicesLtd is JP¥1,185 based on 2 Stage Free Cash Flow to...
분석 기사 • Feb 07Analysts Are Updating Their Sohgo Security Services Co.,Ltd. (TSE:2331) Estimates After Its Third-Quarter ResultsIt's been a good week for Sohgo Security Services Co.,Ltd. ( TSE:2331 ) shareholders, because the company has just...
Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥15.32 (vs JP¥13.16 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.32 (up from JP¥13.16 in 3Q 2024). Revenue: JP¥137.2b (up 3.5% from 3Q 2024). Net income: JP¥7.43b (up 13% from 3Q 2024). Profit margin: 5.4% (up from 5.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jan 20Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,026. The fair value is estimated to be JP¥1,287, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 4.6%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.
분석 기사 • Jan 10Sohgo Security Services Co.,Ltd.'s (TSE:2331) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Sohgo...
공고 • Dec 17Sohgo Security Services Co.,Ltd. to Report Q3, 2025 Results on Feb 04, 2025Sohgo Security Services Co.,Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025
분석 기사 • Dec 17The Returns On Capital At Sohgo Security ServicesLtd (TSE:2331) Don't Inspire ConfidenceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Declared Dividend • Dec 04First half dividend of JP¥12.40 announcedShareholders will receive a dividend of JP¥12.40. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 24Estimating The Fair Value Of Sohgo Security Services Co.,Ltd. (TSE:2331)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sohgo Security ServicesLtd fair value estimate is JP¥1,306...
Price Target Changed • Nov 12Price target increased by 10% to JP¥1,098Up from JP¥998, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥1,111. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥56.23 for next year compared to JP¥54.34 last year.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥11.88 (vs JP¥13.21 in 2Q 2024)Second quarter 2025 results: EPS: JP¥11.88 (down from JP¥13.21 in 2Q 2024). Revenue: JP¥134.3b (up 7.6% from 2Q 2024). Net income: JP¥5.80b (down 13% from 2Q 2024). Profit margin: 4.3% (down from 5.3% in 2Q 2024). 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 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
분석 기사 • Sep 24Sohgo Security ServicesLtd's (TSE:2331) Dividend Will Be ¥12.40Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend of ¥12.40 per share on the 4th...
공고 • Sep 20Sohgo Security Services Co.,Ltd. to Report Q2, 2025 Results on Nov 06, 2024Sohgo Security Services Co.,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.40 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).
분석 기사 • Sep 20Sohgo Security ServicesLtd (TSE:2331) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 • Sep 05Sohgo Security ServicesLtd (TSE:2331) Is Due To Pay A Dividend Of ¥12.40Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend of ¥12.40 per share on the 4th...
공고 • Sep 05Sohgo Security Services Co.,Ltd. (TSE:2331) agreed to acquire Kanso Co., Ltd. from H2O Shopping Center Development Co., Ltd.Sohgo Security Services Co.,Ltd. (TSE:2331) agreed to acquire Kanso Co., Ltd. from H2O Shopping Center Development Co., Ltd. on September 4, 2024. For the period ending March 31, 2024, Kanso Co., Ltd. reported total revenue of ¥6.99 billion, EBIT of ¥142 million and net income of ¥9 million. As of March 31, 2024, Kanso Co., Ltd. reported total assets of ¥9.07 billion and total common equity of ¥7.81 billion. The expected completion of the transaction is December 1, 2024.
분석 기사 • Aug 19Sohgo Security ServicesLtd (TSE:2331) Will Pay A Dividend Of ¥12.40Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend of ¥12.40 per share on the 4th...
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥8.60 (vs JP¥10.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥8.60 (down from JP¥10.26 in 1Q 2024). Revenue: JP¥129.0b (up 6.1% from 1Q 2024). Net income: JP¥4.29b (down 18% from 1Q 2024). Profit margin: 3.3% (down from 4.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.
Buy Or Sell Opportunity • Aug 02Now 22% undervaluedOver the last 90 days, the stock has risen 4.7% to JP¥913. The fair value is estimated to be JP¥1,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 3.6%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 5.4% per annum over the same time period.
분석 기사 • Jul 26Sohgo Security ServicesLtd (TSE:2331) Will Pay A Dividend Of ¥12.40Sohgo Security Services Co.,Ltd. ( TSE:2331 ) will pay a dividend of ¥12.40 on the 4th of December. This takes the...
분석 기사 • Jul 12Sohgo Security ServicesLtd's (TSE:2331) Dividend Will Be ¥12.40The board of Sohgo Security Services Co.,Ltd. ( TSE:2331 ) has announced that it will pay a dividend on the 4th of...
Declared Dividend • Jul 11Final dividend of JP¥12.40 announcedShareholders will receive a dividend of JP¥12.40. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Jun 13Price target increased by 7.5% to JP¥976Up from JP¥908, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥961. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥57.00 for next year compared to JP¥54.34 last year.
분석 기사 • Jun 10Estimating The Fair Value Of Sohgo Security Services Co.,Ltd. (TSE:2331)Key Insights The projected fair value for Sohgo Security ServicesLtd is JP¥1,040 based on 2 Stage Free Cash Flow to...
Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥54.34 (up from JP¥47.32 in FY 2023). Revenue: JP¥521.4b (up 5.9% from FY 2023). Net income: JP¥27.3b (up 14% from FY 2023). Profit margin: 5.2% (up from 4.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.
공고 • May 15Sohgo Security Services Co.,Ltd. (TSE:2331) announces an Equity Buyback for 17,700,000 shares, representing 3.53% for ¥15,000 million.Sohgo Security Services Co.,Ltd. (TSE:2331) announces a share repurchase program. Under the program, the company will repurchase up to 17,700,000 shares, representing 3.53% of its share capital, for ¥15,000 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and as part of our shareholder return policy. The program will expire on October 31, 2024. As of March 31, 2024, the company had 500,744,110 shares in issue (excluding treasury stock) and 9,456,100 shares in treasury.
분석 기사 • May 13Sohgo Security Services Co.,Ltd.'s (TSE:2331) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Sohgo Security Services Co.,Ltd.'s ( TSE:2331 ) price-to-earnings (or "P/E") ratio of...
분석 기사 • Apr 09Does Sohgo Security ServicesLtd (TSE:2331) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공고 • Apr 02Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 25, 2024Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 25, 2024.
분석 기사 • Mar 22Investors Met With Slowing Returns on Capital At Sohgo Security ServicesLtd (TSE:2331)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.70 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
공고 • Mar 10Sohgo Security Services Co.,Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sohgo Security Services Co.,Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
공고 • Feb 16Sohgo Security Services Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Sohgo Security Services Co.,Ltd. provided Dividend Guidance for the Fiscal Year Ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to pay year-end dividend of JPY 8.70 per share compared to JPY 43.00 per share a year ago.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥13.16 (vs JP¥11.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.16 (up from JP¥11.90 in 3Q 2023). Revenue: JP¥132.6b (up 8.9% from 3Q 2023). Net income: JP¥6.59b (up 9.4% from 3Q 2023). Profit margin: 5.0% (up from 4.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. 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 8% per year.
공고 • Dec 17Sohgo Security Services Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Sohgo Security Services Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
공고 • Nov 29Sohgo Security Services Co.,Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 4, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Sohgo Security Services Co.,Ltd. announced dividend for the second quarter ended September 30, 2023. For the quarter, the company announced dividend of JPY 8.70 per share compared to JPY 43.00 per share paid a year ago. Scheduled cash dividend payment start date: December 4, 2023. For the fiscal year ending March 31, 2024, the company expects to pay year-end dividend of JPY 8.70 per share compared to JPY 43.00 per share a year ago.
공고 • Nov 10Sohgo Security Services Co.,Ltd. Reports Interim Dividend and Revision to Year-End Dividend Forecast for Fiscal Year Ending March 31, 2024, Effective Date December 4, 2023Sohgo Security Services Co.,Ltd. reported Interim Dividend (Increase) and Revision to Year-end Dividend Forecast for Fiscal year ending March 31, 2024. For the quarter, company reports Dividends per share ¥8.70 as compared toLatest dividend forecast (announced on July 28,2023) ¥8.60. Record date September 30, 2023. Effective date December 4, 2023.For the year, company Revised dividend forecast for Fiscal year ending March 31, 2024 to be ¥43.0 as compared to previous ¥8.70 .
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥13.21 (vs JP¥10.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.21 (up from JP¥10.49 in 2Q 2023). Revenue: JP¥124.8b (up 2.2% from 2Q 2023). Net income: JP¥6.66b (up 25% from 2Q 2023). Profit margin: 5.3% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.60 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.9%).
공고 • Sep 06Sohgo Security Services Co.,Ltd. to Report Q2, 2024 Results on Oct 31, 2023Sohgo Security Services Co.,Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥51.32 (vs JP¥8.80 in 1Q 2023)First quarter 2024 results: EPS: JP¥51.32 (up from JP¥8.80 in 1Q 2023). Revenue: JP¥121.6b (up 6.7% from 1Q 2023). Net income: JP¥5.20b (up 17% from 1Q 2023). Profit margin: 4.3% (up from 3.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. 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 7% per year, which means it is significantly lagging earnings.
공고 • Jul 29Sohgo Security Services Co.,Ltd. (TSE:2331) announces an Equity Buyback for 6,500,000 shares, representing 1.28% for ¥5,000 million.Sohgo Security Services Co.,Ltd. (TSE:2331) announces a share repurchase program. Under the program, the company will repurchase up to 6,500,000 shares, representing 1.28% of its share capital, for ¥5,000 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and as part of our shareholder return policy. The program will expire on November 30, 2023. As of July 1, 2023, the company had 506,287,920 shares in issue (excluding treasury stock) and 3,912,290 shares in treasury.
공고 • Jun 15+ 1 more updateSohgo Security Services Co.,Ltd. Provides Consolidated Earnings Guidance for the First Half and Fiscal Year Ending March 31, 2024Sohgo Security Services Co.,Ltd. provided consolidated earnings guidance for the first half and fiscal year ending March 31, 2024. For the first half, the company expected Net sales of JPY 245,000 million, Operating income of JPY 16,500 million, Profit attributable to owners of parent of JPY 11,100 million and Net income per share of JPY 21,930.For the fiscal year, the company expected Net sales of JPY 512,500 million, Operating income of JPY 38,600 million, Profit attributable to owners of parent of JPY 25,500 million and Net income per share of JPY 50,380.
공고 • Jun 11Sohgo Security Services Co.,Ltd. to Report Q1, 2024 Results on Jul 28, 2023Sohgo Security Services Co.,Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥237 (down from JP¥286 in FY 2022). Revenue: JP¥492.2b (flat on FY 2022). Net income: JP¥24.0b (down 17% from FY 2022). Profit margin: 4.9% (down from 5.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공고 • May 14Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 27, 2023Sohgo Security Services Co.,Ltd., Annual General Meeting, Jun 27, 2023.
공고 • May 13Sohgo Security Services Co.,Ltd. Announces Personnel ChangesSOHGO SECURITY SERVICES CO., LTD. announced the following personnel changes. Personnel Changes of Executive Officers: Kengo Takeda: Current Position: Executive Officer, Chief Officer of Regional Division(IX). New Position: Executive Officer, Chief Officer of Regional Division(I). Effective June 20, 2023. Yoshio Kumazaki: Current Position: Senior Executive Officer, Chief Officer of Regional Division(I). New Position: Executive Officer, In Charge of Stationed Security (Tokyo) President and Representative Director of ALSOK STATIONED SECURITY CO., LTD. Effective June 20, 2023. Tetsuya Tsuburayai: Current Position: Executive Officer, General Manager of General Affairs Department, Second in Charge of General Affairs. New Position: Executive Officer, Chief Officer of Regional Division(IV), Chief Officer of Regional Division(V). Effective June 28, 2023. Retiring Executive Officer: Masayuki Chikaoka, Executive Officer, Chief Officer of Regional Division(IV) and Kenichi Kakimoto, Executive Officer, Chief Officer of Regional Division(V).Effective June 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥43.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.2%).
공고 • Feb 01+ 2 more updatesSohgo Security Services Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sohgo Security Services Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company revised sales to be JPY 489,000 million from JPY 510,000 million; Operating income to be JPY 36,000 million from JPY 45,300 million; profit attributable to owners of the parent to be JPY 24,500 million from JPY 29,900 million and Basic net income per share to be JPY 242.01 from JPY 295.35.
Reported Earnings • Feb 01Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥59.49 (down from JP¥69.53 in 3Q 2022). Revenue: JP¥121.8b (up 2.8% from 3Q 2022). Net income: JP¥6.02b (down 14% from 3Q 2022). Profit margin: 4.9% (down from 5.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. 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 14% per year, which means it is significantly lagging earnings.
공고 • Dec 14Sohgo Security Services Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Sohgo Security Services Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Group CEO, CTO & Representative Director Tsuyoshi Murai is the most experienced director on the board, commencing their role in 2016. Independent Outside Director Masahiko Mishima was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: JP¥52.42 (down from JP¥98.77 in 2Q 2022). Revenue: JP¥122.0b (down 4.9% from 2Q 2022). Net income: JP¥5.31b (down 47% from 2Q 2022). Profit margin: 4.3% (down from 7.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. 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 15% per year, which means it is significantly lagging earnings.
공고 • Oct 29+ 2 more updatesSohgo Security Services Co.,Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023Sohgo Security Services Co.,Ltd. provided dividend guidance for the year ending March 31, 2023. For the year, the company expected dividend of JPY 43.00 per share.
공고 • Sep 23Sohgo Security Services Co.,Ltd. to Report Q2, 2023 Results on Oct 28, 2022Sohgo Security Services Co.,Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.3%).