gremsInc (3150) 주식 개요는 일본에서 에너지 비용 솔루션, 스마트 하우스, 전기 소매 사업을 하고 있습니다. 자세히 보기3150 펀더멘털 분석스노우플레이크 점수가치 평가5/6미래 성장3/6과거 실적3/6재무 건전성6/6배당4/6강점공정 가치 추정치보다 낮은 55.7% 에서 거래수익은 매년 15.5% 증가할 것으로 예상됩니다.지난 5년 동안 수입이 매년 27.3% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석높은 수준의 비현금 수입불안정한 배당 실적모든 위험 점검 보기3150 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.40k31.3% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture063b2016201920222025202620282031Revenue JP¥62.9bEarnings JP¥9.1bAdvancedSet Fair ValueView all narrativesgrems,Inc. 경쟁사Nippon Air conditioning ServicesSymbol: TSE:4658Market cap: JP¥54.4bNJSSymbol: TSE:2325Market cap: JP¥50.9bOYOSymbol: TSE:9755Market cap: JP¥64.6bMidac HoldingsSymbol: TSE:6564Market cap: JP¥60.4b가격 이력 및 성과gremsInc 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥2,400.0052주 최고가JP¥3,040.0052주 최저가JP¥2,243.00베타0.441개월 변동-14.74%3개월 변동-8.95%1년 변동-0.33%3년 변동-9.37%5년 변동32.67%IPO 이후 변동1,499.11%최근 뉴스 및 업데이트분석 기사 • May 22gremsInc's (TSE:3150) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after grems,Inc. ( TSE:3150 ) posted decent earnings last week. Our analysis showed that...Reported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥212 (up from JP¥197 in FY 2025). Revenue: JP¥33.9b (up 1.8% from FY 2025). Net income: JP¥4.90b (up 7.4% from FY 2025). Profit margin: 14% (in line with FY 2025). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 2.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 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 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,462, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,014 per share.공시 • May 15grems,Inc., Annual General Meeting, Jun 24, 2026grems,Inc., Annual General Meeting, Jun 24, 2026.공시 • May 09grems,Inc. to Report Fiscal Year 2026 Results on May 15, 2026grems,Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 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: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).더 많은 업데이트 보기Recent updates분석 기사 • May 22gremsInc's (TSE:3150) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after grems,Inc. ( TSE:3150 ) posted decent earnings last week. Our analysis showed that...Reported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥212 (up from JP¥197 in FY 2025). Revenue: JP¥33.9b (up 1.8% from FY 2025). Net income: JP¥4.90b (up 7.4% from FY 2025). Profit margin: 14% (in line with FY 2025). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 2.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 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 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,462, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,014 per share.공시 • May 15grems,Inc., Annual General Meeting, Jun 24, 2026grems,Inc., Annual General Meeting, Jun 24, 2026.공시 • May 09grems,Inc. to Report Fiscal Year 2026 Results on May 15, 2026grems,Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 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: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥62.29 (vs JP¥50.15 in 3Q 2025)Third quarter 2026 results: EPS: JP¥62.29 (up from JP¥50.15 in 3Q 2025). Revenue: JP¥8.69b (up 7.5% from 3Q 2025). Net income: JP¥1.44b (up 24% from 3Q 2025). Profit margin: 17% (up from 14% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 16gremsInc (TSE:3150) Has Announced That It Will Be Increasing Its Dividend To ¥60.00grems,Inc.'s ( TSE:3150 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 26th of...Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥2,565. The fair value is estimated to be JP¥2,137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.분석 기사 • Dec 28gremsInc (TSE:3150) Has Announced That It Will Be Increasing Its Dividend To ¥60.00grems,Inc. ( TSE:3150 ) has announced that it will be increasing its dividend from last year's comparable payment on...공시 • Dec 27grems,Inc. to Report Q3, 2026 Results on Feb 04, 2026grems,Inc. announced that they will report Q3, 2026 results on Feb 04, 2026Buy Or Sell Opportunity • Dec 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to JP¥2,584. The fair value is estimated to be JP¥2,152, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.분석 기사 • Dec 02gremsInc (TSE:3150) Will Pay A Larger Dividend Than Last Year At ¥60.00The board of grems,Inc. ( TSE:3150 ) has announced that it will be paying its dividend of ¥60.00 on the 26th of June...Declared Dividend • Dec 02First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (29% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 42% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 12Impressive Earnings May Not Tell The Whole Story For gremsInc (TSE:3150)grems,Inc. ( TSE:3150 ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥56.45 (vs JP¥51.04 in 2Q 2025)Second quarter 2026 results: EPS: JP¥56.45 (up from JP¥51.04 in 2Q 2025). Revenue: JP¥9.46b (up 3.7% from 2Q 2025). Net income: JP¥1.30b (up 11% from 2Q 2025). Profit margin: 14% (in line with 2Q 2025). Revenue is forecast to grow 10% 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 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 27gremsInc's (TSE:3150) Dividend Will Be ¥25.00grems,Inc.'s ( TSE:3150 ) investors are due to receive a payment of ¥25.00 per share on 2nd of December. This will take...공시 • Sep 27grems,Inc. to Report Q2, 2026 Results on Nov 05, 2025grems,Inc. announced that they will report Q2, 2026 results on Nov 05, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥52.12 (vs JP¥50.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥52.12 (up from JP¥50.52 in 1Q 2025). Revenue: JP¥7.96b (down 5.1% from 1Q 2025). Net income: JP¥1.20b (up 3.2% from 1Q 2025). Profit margin: 15% (up from 14% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% 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 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 24gremsInc (TSE:3150) Is Due To Pay A Dividend Of ¥25.00grems,Inc. ( TSE:3150 ) will pay a dividend of ¥25.00 on the 2nd of December. This takes the dividend yield to 3.3...분석 기사 • Jul 10gremsInc (TSE:3150) Will Pay A Dividend Of ¥25.00grems,Inc.'s ( TSE:3150 ) investors are due to receive a payment of ¥25.00 per share on 2nd of December. This takes the...Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 42% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jul 08grems,Inc. to Report Q1, 2026 Results on Aug 06, 2025grems,Inc. announced that they will report Q1, 2026 results on Aug 06, 2025Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥197 (up from JP¥154 in FY 2024). Revenue: JP¥33.3b (up 12% from FY 2024). Net income: JP¥4.56b (up 29% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 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 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • May 15gremz,Inc., Annual General Meeting, Jun 25, 2025gremz,Inc., Annual General Meeting, Jun 25, 2025.공시 • Apr 01gremz,Inc. to Report Fiscal Year 2025 Results on May 15, 2025gremz,Inc. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.1%).Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥50.13 (vs JP¥43.46 in 3Q 2024)Third quarter 2025 results: EPS: JP¥50.13 (up from JP¥43.46 in 3Q 2024). Revenue: JP¥8.08b (up 3.5% from 3Q 2024). Net income: JP¥1.16b (up 15% from 3Q 2024). Profit margin: 14% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Dec 06gremz,Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025gremz,Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 34,000 million, operating profit of JPY 6,500 million, profit attributable to owners of parent of JPY 4,320 million and basic earnings per share of JPY 187.00.분석 기사 • Dec 03gremzInc (TSE:3150) Is Increasing Its Dividend To ¥37.00The board of gremz,Inc. ( TSE:3150 ) has announced that it will be increasing its dividend by 16% on the 27th of June...Declared Dividend • Dec 03First half dividend increased to JP¥37.00Dividend of JP¥37.00 is 16% higher than last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Oct 06gremz,Inc. to Report Q2, 2025 Results on Nov 14, 2024gremz,Inc. announced that they will report Q2, 2025 results on Nov 14, 2024분석 기사 • Sep 21gremzInc (TSE:3150) Has Announced A Dividend Of ¥20.00The board of gremz,Inc. ( TSE:3150 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of...Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.0%).분석 기사 • Sep 04gremz,Inc. (TSE:3150) Stocks Shoot Up 27% But Its P/E Still Looks Reasonablegremz,Inc. ( TSE:3150 ) shareholders would be excited to see that the share price has had a great month, posting a 27...Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: JP¥50.00 (vs JP¥55.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.00 (down from JP¥55.72 in 1Q 2024). Revenue: JP¥7.65b (up 1.9% from 1Q 2024). Net income: JP¥1.16b (down 9.6% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 38% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,978, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 23% over the past three years.분석 기사 • Jul 26gremzInc (TSE:3150) Has Announced A Dividend Of ¥20.00gremz,Inc. ( TSE:3150 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of December. This...분석 기사 • Jul 12gremzInc (TSE:3150) Will Pay A Dividend Of ¥20.00gremz,Inc. ( TSE:3150 ) will pay a dividend of ¥20.00 on the 2nd of December. This makes the dividend yield 2.4%, which...Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 37% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jul 10gremz,Inc. to Report Q1, 2025 Results on Aug 09, 2024gremz,Inc. announced that they will report Q1, 2025 results on Aug 09, 2024분석 기사 • Jun 26gremz,Inc. (TSE:3150) Looks Just Right With A 30% Price Jumpgremz,Inc. ( TSE:3150 ) shareholders would be excited to see that the share price has had a great month, posting a 30...New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).분석 기사 • Jun 04Does gremzInc (TSE:3150) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,374, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 39% over the past three years.Price Target Changed • Jun 01Price target increased by 32% to JP¥5,000Up from JP¥3,800, the current price target is provided by 1 analyst. New target price is 121% above last closing price of JP¥2,263. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥187 for next year compared to JP¥154 last year.Reported Earnings • May 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥154 (up from JP¥108 in FY 2023). Revenue: JP¥29.9b (down 4.7% from FY 2023). Net income: JP¥3.54b (up 44% from FY 2023). Profit margin: 12% (up from 7.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 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 increased by 42% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • May 17gremz,Inc., Annual General Meeting, Jun 26, 2024gremz,Inc., Annual General Meeting, Jun 26, 2024.공시 • May 16+ 2 more updatesgremz,Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and Full Fiscal Year Ending March 31, 2025gremz,Inc. provided consolidated earnings guidance for the six months ending September 30, 2024 and full fiscal year ending March 31, 2025. For the six months ending September 30, 2024, the company expects net sales of JPY 16,500 million, operating profit of JPY 3,250 million and profit attributable to owners of parent of JPY 2,190 million or JPY 94.80 per basic share.For the year ending March 31, 2025, the company expects net sales of JPY 34,000 million, operating profit of JPY 6,500 million and profit attributable to owners of parent of JPY 4,320 million or JPY 187.00 per basic share.분석 기사 • Apr 30Shareholders Would Enjoy A Repeat Of gremzInc's (TSE:3150) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...공시 • Apr 07gremz,Inc. to Report Fiscal Year 2024 Results on May 15, 2024gremz,Inc. announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).Major Estimate Revision • Mar 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥33.0b to JP¥30.0b. EPS estimate also fell from JP¥173 per share to JP¥152 per share. Net income forecast to grow 11% next year vs 11% growth forecast for Commercial Services industry in Japan. Consensus price target down from JP¥4,000 to JP¥3,800. Share price rose 2.9% to JP¥2,090 over the past week.분석 기사 • Feb 26gremzInc's (TSE:3150) Shareholders Will Receive A Bigger Dividend Than Last Yeargremz,Inc. ( TSE:3150 ) has announced that it will be increasing its periodic dividend on the 1st of July to ¥31.00...Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥43.46 (vs JP¥49.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.46 (down from JP¥49.35 in 3Q 2023). Revenue: JP¥7.81b (down 7.6% from 3Q 2023). Net income: JP¥1.00b (down 11% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 6.2% 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 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change).공시 • Dec 28gremz,Inc. to Report Q3, 2024 Results on Feb 14, 2024gremz,Inc. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥39.23 (vs JP¥18.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.23 (up from JP¥18.66 in 2Q 2023). Revenue: JP¥8.44b (down 6.7% from 2Q 2023). Net income: JP¥900.0m (up 112% from 2Q 2023). Profit margin: 11% (up from 4.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% 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 increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Oct 07gremz,Inc. to Report Q2, 2024 Results on Nov 14, 2023gremz,Inc. announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.9%).Major Estimate Revision • Aug 21Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥34.0b to JP¥33.0b. EPS estimate rose from JP¥144 to JP¥175. Net income forecast to grow 23% next year vs 9.5% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥3,600 to JP¥4,000. Share price fell 6.2% to JP¥2,464 over the past week.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥55.72 (vs JP¥15.59 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.72 (up from JP¥15.59 in 1Q 2023). Revenue: JP¥7.51b (up 9.0% from 1Q 2023). Net income: JP¥1.28b (up 260% from 1Q 2023). Profit margin: 17% (up from 5.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.3% 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 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 12Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥3,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Reported Earnings • May 19Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥108 (up from JP¥94.77 in FY 2022). Revenue: JP¥31.4b (up 35% from FY 2022). Net income: JP¥2.47b (up 14% from FY 2022). Profit margin: 7.9% (down from 9.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 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 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,548, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Commercial Services industry in Japan. Total returns to shareholders of 113% over the past three years.공시 • May 16gremz,Inc., Annual General Meeting, Jun 28, 2023gremz,Inc., Annual General Meeting, Jun 28, 2023.Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥2,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.Buying Opportunity • Apr 24Now 20% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be JP¥2,725, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 34%After last week's 34% share price gain to JP¥2,690, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 143% over the past three years.공시 • Feb 01+ 1 more updategremz,Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023gremz,Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥27,526 million, operating profit of ¥2,700 million, profit attributable to owners of parent of ¥1,796 million and Basic earnings per share of ¥78.89.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥49.35 (vs JP¥26.66 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.35 (up from JP¥26.66 in 3Q 2022). Revenue: JP¥8.45b (up 45% from 3Q 2022). Net income: JP¥1.12b (up 85% from 3Q 2022). Profit margin: 13% (up from 10% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% 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 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be JP¥2,587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 6.0%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 72% in the next 2 years.공시 • Dec 29gremz,Inc. to Report Q3, 2023 Results on Jan 31, 2023gremz,Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Major Estimate Revision • Dec 14Consensus revenue estimates increase by 14%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥28.5b to JP¥32.5b. EPS estimate increased from JP¥83.40 to JP¥87.80 per share. Net income forecast to grow 41% next year vs 12% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥1,800 to JP¥2,000. Share price rose 10% to JP¥1,998 over the past week.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥18.66 (vs JP¥27.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.66 (down from JP¥27.67 in 2Q 2022). Revenue: JP¥9.04b (up 66% from 2Q 2022). Net income: JP¥425.0m (down 33% from 2Q 2022). Profit margin: 4.7% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.5% 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 increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. No independent directors (9 non-independent directors). Director Kenji Zenmura was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥18.66 (vs JP¥27.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.66 (down from JP¥27.67 in 2Q 2022). Revenue: JP¥9.04b (up 66% from 2Q 2022). Net income: JP¥425.0m (down 33% from 2Q 2022). Profit margin: 4.7% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.8% 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 increased by 20% per year, which means it is tracking significantly ahead of earnings growth.공시 • Nov 01+ 1 more updategremz,Inc. Provides Consolidated Earnings Forecast for the Full Year of Fiscal Year Ending March 31, 2023gremz,Inc. provided consolidated earnings forecast for the full year of fiscal year ending March 31, 2023. For the full year, the company expected net sales to be JPY 27,526 million, Operating profit to be JPY 2,700 million, Profit attributable to owners of parent to be JPY 1,796 million and basic earnings per share to be JPY 78.89.Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.3%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥15.59 (vs JP¥30.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.59 (down from JP¥30.48 in 1Q 2022). Revenue: JP¥6.88b (up 39% from 1Q 2022). Net income: JP¥355.0m (down 49% from 1Q 2022). Profit margin: 5.2% (down from 14% in 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 5.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jul 29+ 1 more updategremz,Inc. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2023gremz,Inc. provided dividend guidance for the second quarter and fiscal year ending March 31, 2023. For the quarter, the company expected dividend of JPY 5 per share compared to JPY 5 per share paid a year ago. For the fiscal year, the company expected year end dividend of JPY 14 per share compared to JPY 14 per share paid a year ago.공시 • Jul 06gremz,Inc. to Report Q1, 2023 Results on Jul 29, 2022gremz,Inc. announced that they will report Q1, 2023 results on Jul 29, 2022Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,528, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 68% over the past three years.공시 • Jun 24+ 2 more updatesgremz,Inc. Provides Consolidated Earnings Forecasts for the Six Months Ending September 30, 2022 and Fiscal Year Ending March 31, 2023gremz,Inc. provided consolidated earnings forecasts for the six months ending September 30, 2022 and fiscal year ending March 31, 2023. For the six months, company expects net sales to be JPY 13,638 million, operating profit to be JPY 1,048 million, profit attributable to owners of parent to be JPY 702 million and basic earnings per share to be JPY 30.84.For the fiscal year-end, company expects net sales to be JPY 27,526 million, operating profit to be JPY 2,700 million, profit attributable to owners of parent to be JPY 1,796 million and basic earnings per share to be JPY 78.89.Major Estimate Revision • Jun 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥26.3b to JP¥27.5b. EPS estimate fell from JP¥112 to JP¥79.00 per share. Net income forecast to shrink 17% next year vs 4.0% growth forecast for Commercial Services industry in Japan . Consensus price target down from JP¥2,300 to JP¥1,800. Share price fell 6.9% to JP¥1,398 over the past week.Reported Earnings • May 17Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥94.77 (up from JP¥49.42 in FY 2021). Revenue: JP¥23.3b (up 20% from FY 2021). Net income: JP¥2.16b (up 93% from FY 2021). Profit margin: 9.3% (up from 5.8% in FY 2021). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 13%, compared to a 2.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 14+ 2 more updatesGremz,Inc. Provides Dividend Guidance for the Second Quarter and Year-End Dividend for the Year Ending March 31, 2023gremz,Inc. provided dividend guidance for the second quarter and year-end dividend for the year ending March 31, 2023. For the second quarter, the company expects to pay dividend of JPY 5.00 per share against JPY 5.00 per share paid a year ago. For the year-end, the company expects to pay dividend of JPY 14.00 per share against JPY 14.00 per share a year ago.공시 • May 13gremz,Inc., Annual General Meeting, Jun 28, 2022gremz,Inc., Annual General Meeting, Jun 28, 2022.주주 수익률3150JP Commercial ServicesJP 시장7D-3.9%1.5%3.4%1Y-0.3%18.9%43.2%전체 주주 수익률 보기수익률 대 산업: 3150은 지난 1년 동안 18.9%의 수익을 기록한 JP Commercial Services 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 3150은 지난 1년 동안 43.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 3150's price volatile compared to industry and market?3150 volatility3150 Average Weekly Movement6.4%Commercial Services Industry Average Movement4.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%안정적인 주가: 3150는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 3150의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2005346Masaomi Tanakawww.grems.co.jp/en는 일본에서 에너지 비용 솔루션, 스마트 하우스, 전기 소매 사업을 하고 있습니다. 이 회사는 전자 회로 차단기, LED 조명, 에너지 효율이 높은 가전제품을 판매합니다. 또한 태양광 발전 시스템, 축전지, 전기 가전제품을 제공하고 재생 에너지를 생산합니다.더 보기grems,Inc. 기초 지표 요약gremsInc의 순이익과 매출은 시가총액과 어떻게 비교됩니까?3150 기초 통계시가총액JP¥55.94b순이익 (TTM)JP¥4.90b매출 (TTM)JP¥33.94b11.3x주가수익비율(P/E)1.6x주가매출비율(P/S)3150는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표3150 손익계산서 (TTM)매출JP¥33.94b매출원가JP¥22.18b총이익JP¥11.75b기타 비용JP¥6.86b순이익JP¥4.90b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)211.72총이익률34.63%순이익률14.43%부채/자본 비율18.7%3150의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.5%현재 배당 수익률39%배당 성향3150는 안정적으로 배당을 지급합니까?3150 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 3150를 매수해야 하나요?gremsInc 배당 일정배당락일Mar 30 2026배당 지급일Jun 25 2026배당락일까지 남은 일수57 days배당 지급일까지 남은 일수30 days3150는 안정적으로 배당을 지급합니까?3150 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 08:21종가2026/05/26 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스grems,Inc.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Syusaku NishikawaDaiwa Securities Co. Ltd.null nullDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.1명의 분석가 더 보기
분석 기사 • May 22gremsInc's (TSE:3150) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after grems,Inc. ( TSE:3150 ) posted decent earnings last week. Our analysis showed that...
Reported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥212 (up from JP¥197 in FY 2025). Revenue: JP¥33.9b (up 1.8% from FY 2025). Net income: JP¥4.90b (up 7.4% from FY 2025). Profit margin: 14% (in line with FY 2025). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 2.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 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 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,462, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,014 per share.
공시 • May 15grems,Inc., Annual General Meeting, Jun 24, 2026grems,Inc., Annual General Meeting, Jun 24, 2026.
공시 • May 09grems,Inc. to Report Fiscal Year 2026 Results on May 15, 2026grems,Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 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: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
분석 기사 • May 22gremsInc's (TSE:3150) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after grems,Inc. ( TSE:3150 ) posted decent earnings last week. Our analysis showed that...
Reported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥212 (up from JP¥197 in FY 2025). Revenue: JP¥33.9b (up 1.8% from FY 2025). Net income: JP¥4.90b (up 7.4% from FY 2025). Profit margin: 14% (in line with FY 2025). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 2.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 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 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,462, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,014 per share.
공시 • May 15grems,Inc., Annual General Meeting, Jun 24, 2026grems,Inc., Annual General Meeting, Jun 24, 2026.
공시 • May 09grems,Inc. to Report Fiscal Year 2026 Results on May 15, 2026grems,Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 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: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥62.29 (vs JP¥50.15 in 3Q 2025)Third quarter 2026 results: EPS: JP¥62.29 (up from JP¥50.15 in 3Q 2025). Revenue: JP¥8.69b (up 7.5% from 3Q 2025). Net income: JP¥1.44b (up 24% from 3Q 2025). Profit margin: 17% (up from 14% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 16gremsInc (TSE:3150) Has Announced That It Will Be Increasing Its Dividend To ¥60.00grems,Inc.'s ( TSE:3150 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 26th of...
Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥2,565. The fair value is estimated to be JP¥2,137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
분석 기사 • Dec 28gremsInc (TSE:3150) Has Announced That It Will Be Increasing Its Dividend To ¥60.00grems,Inc. ( TSE:3150 ) has announced that it will be increasing its dividend from last year's comparable payment on...
공시 • Dec 27grems,Inc. to Report Q3, 2026 Results on Feb 04, 2026grems,Inc. announced that they will report Q3, 2026 results on Feb 04, 2026
Buy Or Sell Opportunity • Dec 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to JP¥2,584. The fair value is estimated to be JP¥2,152, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
분석 기사 • Dec 02gremsInc (TSE:3150) Will Pay A Larger Dividend Than Last Year At ¥60.00The board of grems,Inc. ( TSE:3150 ) has announced that it will be paying its dividend of ¥60.00 on the 26th of June...
Declared Dividend • Dec 02First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (29% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 42% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 12Impressive Earnings May Not Tell The Whole Story For gremsInc (TSE:3150)grems,Inc. ( TSE:3150 ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥56.45 (vs JP¥51.04 in 2Q 2025)Second quarter 2026 results: EPS: JP¥56.45 (up from JP¥51.04 in 2Q 2025). Revenue: JP¥9.46b (up 3.7% from 2Q 2025). Net income: JP¥1.30b (up 11% from 2Q 2025). Profit margin: 14% (in line with 2Q 2025). Revenue is forecast to grow 10% 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 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 27gremsInc's (TSE:3150) Dividend Will Be ¥25.00grems,Inc.'s ( TSE:3150 ) investors are due to receive a payment of ¥25.00 per share on 2nd of December. This will take...
공시 • Sep 27grems,Inc. to Report Q2, 2026 Results on Nov 05, 2025grems,Inc. announced that they will report Q2, 2026 results on Nov 05, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥52.12 (vs JP¥50.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥52.12 (up from JP¥50.52 in 1Q 2025). Revenue: JP¥7.96b (down 5.1% from 1Q 2025). Net income: JP¥1.20b (up 3.2% from 1Q 2025). Profit margin: 15% (up from 14% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% 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 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 24gremsInc (TSE:3150) Is Due To Pay A Dividend Of ¥25.00grems,Inc. ( TSE:3150 ) will pay a dividend of ¥25.00 on the 2nd of December. This takes the dividend yield to 3.3...
분석 기사 • Jul 10gremsInc (TSE:3150) Will Pay A Dividend Of ¥25.00grems,Inc.'s ( TSE:3150 ) investors are due to receive a payment of ¥25.00 per share on 2nd of December. This takes the...
Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 42% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jul 08grems,Inc. to Report Q1, 2026 Results on Aug 06, 2025grems,Inc. announced that they will report Q1, 2026 results on Aug 06, 2025
Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥197 (up from JP¥154 in FY 2024). Revenue: JP¥33.3b (up 12% from FY 2024). Net income: JP¥4.56b (up 29% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 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 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • May 15gremz,Inc., Annual General Meeting, Jun 25, 2025gremz,Inc., Annual General Meeting, Jun 25, 2025.
공시 • Apr 01gremz,Inc. to Report Fiscal Year 2025 Results on May 15, 2025gremz,Inc. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.1%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥50.13 (vs JP¥43.46 in 3Q 2024)Third quarter 2025 results: EPS: JP¥50.13 (up from JP¥43.46 in 3Q 2024). Revenue: JP¥8.08b (up 3.5% from 3Q 2024). Net income: JP¥1.16b (up 15% from 3Q 2024). Profit margin: 14% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Dec 06gremz,Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025gremz,Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 34,000 million, operating profit of JPY 6,500 million, profit attributable to owners of parent of JPY 4,320 million and basic earnings per share of JPY 187.00.
분석 기사 • Dec 03gremzInc (TSE:3150) Is Increasing Its Dividend To ¥37.00The board of gremz,Inc. ( TSE:3150 ) has announced that it will be increasing its dividend by 16% on the 27th of June...
Declared Dividend • Dec 03First half dividend increased to JP¥37.00Dividend of JP¥37.00 is 16% higher than last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Oct 06gremz,Inc. to Report Q2, 2025 Results on Nov 14, 2024gremz,Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
분석 기사 • Sep 21gremzInc (TSE:3150) Has Announced A Dividend Of ¥20.00The board of gremz,Inc. ( TSE:3150 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.0%).
분석 기사 • Sep 04gremz,Inc. (TSE:3150) Stocks Shoot Up 27% But Its P/E Still Looks Reasonablegremz,Inc. ( TSE:3150 ) shareholders would be excited to see that the share price has had a great month, posting a 27...
Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: JP¥50.00 (vs JP¥55.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.00 (down from JP¥55.72 in 1Q 2024). Revenue: JP¥7.65b (up 1.9% from 1Q 2024). Net income: JP¥1.16b (down 9.6% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 38% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,978, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 23% over the past three years.
분석 기사 • Jul 26gremzInc (TSE:3150) Has Announced A Dividend Of ¥20.00gremz,Inc. ( TSE:3150 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of December. This...
분석 기사 • Jul 12gremzInc (TSE:3150) Will Pay A Dividend Of ¥20.00gremz,Inc. ( TSE:3150 ) will pay a dividend of ¥20.00 on the 2nd of December. This makes the dividend yield 2.4%, which...
Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 37% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jul 10gremz,Inc. to Report Q1, 2025 Results on Aug 09, 2024gremz,Inc. announced that they will report Q1, 2025 results on Aug 09, 2024
분석 기사 • Jun 26gremz,Inc. (TSE:3150) Looks Just Right With A 30% Price Jumpgremz,Inc. ( TSE:3150 ) shareholders would be excited to see that the share price has had a great month, posting a 30...
New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).
분석 기사 • Jun 04Does gremzInc (TSE:3150) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,374, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 39% over the past three years.
Price Target Changed • Jun 01Price target increased by 32% to JP¥5,000Up from JP¥3,800, the current price target is provided by 1 analyst. New target price is 121% above last closing price of JP¥2,263. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥187 for next year compared to JP¥154 last year.
Reported Earnings • May 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥154 (up from JP¥108 in FY 2023). Revenue: JP¥29.9b (down 4.7% from FY 2023). Net income: JP¥3.54b (up 44% from FY 2023). Profit margin: 12% (up from 7.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 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 increased by 42% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • May 17gremz,Inc., Annual General Meeting, Jun 26, 2024gremz,Inc., Annual General Meeting, Jun 26, 2024.
공시 • May 16+ 2 more updatesgremz,Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and Full Fiscal Year Ending March 31, 2025gremz,Inc. provided consolidated earnings guidance for the six months ending September 30, 2024 and full fiscal year ending March 31, 2025. For the six months ending September 30, 2024, the company expects net sales of JPY 16,500 million, operating profit of JPY 3,250 million and profit attributable to owners of parent of JPY 2,190 million or JPY 94.80 per basic share.For the year ending March 31, 2025, the company expects net sales of JPY 34,000 million, operating profit of JPY 6,500 million and profit attributable to owners of parent of JPY 4,320 million or JPY 187.00 per basic share.
분석 기사 • Apr 30Shareholders Would Enjoy A Repeat Of gremzInc's (TSE:3150) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
공시 • Apr 07gremz,Inc. to Report Fiscal Year 2024 Results on May 15, 2024gremz,Inc. announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥33.0b to JP¥30.0b. EPS estimate also fell from JP¥173 per share to JP¥152 per share. Net income forecast to grow 11% next year vs 11% growth forecast for Commercial Services industry in Japan. Consensus price target down from JP¥4,000 to JP¥3,800. Share price rose 2.9% to JP¥2,090 over the past week.
분석 기사 • Feb 26gremzInc's (TSE:3150) Shareholders Will Receive A Bigger Dividend Than Last Yeargremz,Inc. ( TSE:3150 ) has announced that it will be increasing its periodic dividend on the 1st of July to ¥31.00...
Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥43.46 (vs JP¥49.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.46 (down from JP¥49.35 in 3Q 2023). Revenue: JP¥7.81b (down 7.6% from 3Q 2023). Net income: JP¥1.00b (down 11% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 6.2% 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 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change).
공시 • Dec 28gremz,Inc. to Report Q3, 2024 Results on Feb 14, 2024gremz,Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥39.23 (vs JP¥18.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.23 (up from JP¥18.66 in 2Q 2023). Revenue: JP¥8.44b (down 6.7% from 2Q 2023). Net income: JP¥900.0m (up 112% from 2Q 2023). Profit margin: 11% (up from 4.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% 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 increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Oct 07gremz,Inc. to Report Q2, 2024 Results on Nov 14, 2023gremz,Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.9%).
Major Estimate Revision • Aug 21Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥34.0b to JP¥33.0b. EPS estimate rose from JP¥144 to JP¥175. Net income forecast to grow 23% next year vs 9.5% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥3,600 to JP¥4,000. Share price fell 6.2% to JP¥2,464 over the past week.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥55.72 (vs JP¥15.59 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.72 (up from JP¥15.59 in 1Q 2023). Revenue: JP¥7.51b (up 9.0% from 1Q 2023). Net income: JP¥1.28b (up 260% from 1Q 2023). Profit margin: 17% (up from 5.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.3% 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 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 12Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥3,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Reported Earnings • May 19Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥108 (up from JP¥94.77 in FY 2022). Revenue: JP¥31.4b (up 35% from FY 2022). Net income: JP¥2.47b (up 14% from FY 2022). Profit margin: 7.9% (down from 9.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 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 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,548, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Commercial Services industry in Japan. Total returns to shareholders of 113% over the past three years.
공시 • May 16gremz,Inc., Annual General Meeting, Jun 28, 2023gremz,Inc., Annual General Meeting, Jun 28, 2023.
Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥2,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.
Buying Opportunity • Apr 24Now 20% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be JP¥2,725, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 34%After last week's 34% share price gain to JP¥2,690, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 143% over the past three years.
공시 • Feb 01+ 1 more updategremz,Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023gremz,Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥27,526 million, operating profit of ¥2,700 million, profit attributable to owners of parent of ¥1,796 million and Basic earnings per share of ¥78.89.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥49.35 (vs JP¥26.66 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.35 (up from JP¥26.66 in 3Q 2022). Revenue: JP¥8.45b (up 45% from 3Q 2022). Net income: JP¥1.12b (up 85% from 3Q 2022). Profit margin: 13% (up from 10% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% 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 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be JP¥2,587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 6.0%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 72% in the next 2 years.
공시 • Dec 29gremz,Inc. to Report Q3, 2023 Results on Jan 31, 2023gremz,Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Major Estimate Revision • Dec 14Consensus revenue estimates increase by 14%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥28.5b to JP¥32.5b. EPS estimate increased from JP¥83.40 to JP¥87.80 per share. Net income forecast to grow 41% next year vs 12% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥1,800 to JP¥2,000. Share price rose 10% to JP¥1,998 over the past week.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥18.66 (vs JP¥27.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.66 (down from JP¥27.67 in 2Q 2022). Revenue: JP¥9.04b (up 66% from 2Q 2022). Net income: JP¥425.0m (down 33% from 2Q 2022). Profit margin: 4.7% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.5% 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 increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. No independent directors (9 non-independent directors). Director Kenji Zenmura was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥18.66 (vs JP¥27.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.66 (down from JP¥27.67 in 2Q 2022). Revenue: JP¥9.04b (up 66% from 2Q 2022). Net income: JP¥425.0m (down 33% from 2Q 2022). Profit margin: 4.7% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.8% 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 increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Nov 01+ 1 more updategremz,Inc. Provides Consolidated Earnings Forecast for the Full Year of Fiscal Year Ending March 31, 2023gremz,Inc. provided consolidated earnings forecast for the full year of fiscal year ending March 31, 2023. For the full year, the company expected net sales to be JPY 27,526 million, Operating profit to be JPY 2,700 million, Profit attributable to owners of parent to be JPY 1,796 million and basic earnings per share to be JPY 78.89.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.3%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥15.59 (vs JP¥30.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.59 (down from JP¥30.48 in 1Q 2022). Revenue: JP¥6.88b (up 39% from 1Q 2022). Net income: JP¥355.0m (down 49% from 1Q 2022). Profit margin: 5.2% (down from 14% in 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 5.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jul 29+ 1 more updategremz,Inc. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2023gremz,Inc. provided dividend guidance for the second quarter and fiscal year ending March 31, 2023. For the quarter, the company expected dividend of JPY 5 per share compared to JPY 5 per share paid a year ago. For the fiscal year, the company expected year end dividend of JPY 14 per share compared to JPY 14 per share paid a year ago.
공시 • Jul 06gremz,Inc. to Report Q1, 2023 Results on Jul 29, 2022gremz,Inc. announced that they will report Q1, 2023 results on Jul 29, 2022
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,528, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 68% over the past three years.
공시 • Jun 24+ 2 more updatesgremz,Inc. Provides Consolidated Earnings Forecasts for the Six Months Ending September 30, 2022 and Fiscal Year Ending March 31, 2023gremz,Inc. provided consolidated earnings forecasts for the six months ending September 30, 2022 and fiscal year ending March 31, 2023. For the six months, company expects net sales to be JPY 13,638 million, operating profit to be JPY 1,048 million, profit attributable to owners of parent to be JPY 702 million and basic earnings per share to be JPY 30.84.For the fiscal year-end, company expects net sales to be JPY 27,526 million, operating profit to be JPY 2,700 million, profit attributable to owners of parent to be JPY 1,796 million and basic earnings per share to be JPY 78.89.
Major Estimate Revision • Jun 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥26.3b to JP¥27.5b. EPS estimate fell from JP¥112 to JP¥79.00 per share. Net income forecast to shrink 17% next year vs 4.0% growth forecast for Commercial Services industry in Japan . Consensus price target down from JP¥2,300 to JP¥1,800. Share price fell 6.9% to JP¥1,398 over the past week.
Reported Earnings • May 17Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥94.77 (up from JP¥49.42 in FY 2021). Revenue: JP¥23.3b (up 20% from FY 2021). Net income: JP¥2.16b (up 93% from FY 2021). Profit margin: 9.3% (up from 5.8% in FY 2021). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 13%, compared to a 2.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 14+ 2 more updatesGremz,Inc. Provides Dividend Guidance for the Second Quarter and Year-End Dividend for the Year Ending March 31, 2023gremz,Inc. provided dividend guidance for the second quarter and year-end dividend for the year ending March 31, 2023. For the second quarter, the company expects to pay dividend of JPY 5.00 per share against JPY 5.00 per share paid a year ago. For the year-end, the company expects to pay dividend of JPY 14.00 per share against JPY 14.00 per share a year ago.
공시 • May 13gremz,Inc., Annual General Meeting, Jun 28, 2022gremz,Inc., Annual General Meeting, Jun 28, 2022.
