IMURALtd (3955) 주식 개요는 일본에서 종이 및 기타 제품의 제조 및 판매에 종사하고 있습니다. 자세히 보기3955 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적5/6재무 건전성5/6배당3/6강점주가수익률(8.5x)이 JP 시장(13.7x)보다 낮습니다.지난 1년간 수익이 23.7% 증가했습니다.위험 분석의미 있는 시가총액이 없습니다(¥8B)3.72% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.모든 위험 점검 보기3955 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¥807.0022.9% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture023b2016201920222025202620282031Revenue JP¥22.8bEarnings JP¥994.9mAdvancedSet Fair ValueView all narrativesIMURA & Co.,Ltd. 경쟁사PowdertechSymbol: TSE:5695Market cap: JP¥7.9bLion Office ProductsSymbol: TSE:423AMarket cap: JP¥10.3bShigematsu WorksSymbol: TSE:7980Market cap: JP¥5.9bCRESTECSymbol: TSE:7812Market cap: JP¥6.1b가격 이력 및 성과IMURALtd 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥807.0052주 최고가JP¥1,159.0052주 최저가JP¥760.00베타0.161개월 변동-6.92%3개월 변동-15.14%1년 변동-17.57%3년 변동-25.76%5년 변동-24.30%IPO 이후 변동-7.24%최근 뉴스 및 업데이트Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥95.54 (vs JP¥77.16 in FY 2025)Full year 2026 results: EPS: JP¥95.54 (up from JP¥77.16 in FY 2025). Revenue: JP¥21.8b (up 4.4% from FY 2025). Net income: JP¥954.0m (up 24% from FY 2025). Profit margin: 4.4% (up from 3.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.공시 • Mar 12IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).공시 • Dec 30IMURA & Co.,Ltd. to Report Fiscal Year 2026 Results on Mar 12, 2026IMURA & Co.,Ltd. announced that they will report fiscal year 2026 results on Mar 12, 2026New Risk • Dec 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.0b market cap, or US$64.9m).Reported Earnings • Dec 16Third quarter 2026 earnings released: JP¥8.40 loss per share (vs JP¥1.00 profit in 3Q 2025)Third quarter 2026 results: JP¥8.40 loss per share (down from JP¥1.00 profit in 3Q 2025). Revenue: JP¥4.76b (down 7.3% from 3Q 2025). Net loss: JP¥84.0m (down JP¥94.0m from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.더 많은 업데이트 보기Recent updatesReported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥95.54 (vs JP¥77.16 in FY 2025)Full year 2026 results: EPS: JP¥95.54 (up from JP¥77.16 in FY 2025). Revenue: JP¥21.8b (up 4.4% from FY 2025). Net income: JP¥954.0m (up 24% from FY 2025). Profit margin: 4.4% (up from 3.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.공시 • Mar 12IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).공시 • Dec 30IMURA & Co.,Ltd. to Report Fiscal Year 2026 Results on Mar 12, 2026IMURA & Co.,Ltd. announced that they will report fiscal year 2026 results on Mar 12, 2026New Risk • Dec 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.0b market cap, or US$64.9m).Reported Earnings • Dec 16Third quarter 2026 earnings released: JP¥8.40 loss per share (vs JP¥1.00 profit in 3Q 2025)Third quarter 2026 results: JP¥8.40 loss per share (down from JP¥1.00 profit in 3Q 2025). Revenue: JP¥4.76b (down 7.3% from 3Q 2025). Net loss: JP¥84.0m (down JP¥94.0m from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.공시 • Sep 27IMURA & Co.,Ltd. to Report Q3, 2026 Results on Dec 11, 2025IMURA & Co.,Ltd. announced that they will report Q3, 2026 results on Dec 11, 2025분석 기사 • Sep 19IMURALtd (TSE:3955) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for IMURA & Co.,Ltd.'s ( TSE:3955 ) stock hasn't moved much. Our...Reported Earnings • Sep 12Second quarter 2026 earnings released: EPS: JP¥61.97 (vs JP¥50.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.97 (up from JP¥50.03 in 2Q 2025). Revenue: JP¥6.09b (up 10% from 2Q 2025). Net income: JP¥619.0m (up 24% from 2Q 2025). Profit margin: 10% (up from 9.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Jul 02IMURA & Co.,Ltd. to Report Q2, 2026 Results on Sep 11, 2025IMURA & Co.,Ltd. announced that they will report Q2, 2026 results on Sep 11, 2025Reported Earnings • Jun 12First quarter 2026 earnings released: EPS: JP¥45.47 (vs JP¥24.92 in 1Q 2025)First quarter 2026 results: EPS: JP¥45.47 (up from JP¥24.92 in 1Q 2025). Revenue: JP¥5.64b (up 8.7% from 1Q 2025). Net income: JP¥453.0m (up 81% from 1Q 2025). Profit margin: 8.0% (up from 4.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Apr 01IMURA & Co.,Ltd. to Report Q1, 2026 Results on Jun 11, 2025IMURA & Co.,Ltd. announced that they will report Q1, 2026 results on Jun 11, 2025Reported Earnings • Mar 14Full year 2025 earnings released: EPS: JP¥77.16 (vs JP¥94.79 in FY 2024)Full year 2025 results: EPS: JP¥77.16 (down from JP¥94.79 in FY 2024). Revenue: JP¥20.9b (flat on FY 2024). Net income: JP¥771.0m (down 19% from FY 2024). Profit margin: 3.7% (down from 4.6% in FY 2024). 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 4% per year, which means it is well ahead of earnings.공시 • Mar 13IMURA & Co.,Ltd., Annual General Meeting, Apr 24, 2025IMURA & Co.,Ltd., Annual General Meeting, Apr 24, 2025.Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.1%).공시 • Jan 17IMURA & Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2025IMURA & Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2025Reported Earnings • Dec 13Third quarter 2025 earnings released: EPS: JP¥1.00 (vs JP¥10.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.00 (down from JP¥10.17 in 3Q 2024). Revenue: JP¥5.13b (up 2.6% from 3Q 2024). Net income: JP¥10.0m (down 90% from 3Q 2024). Profit margin: 0.2% (down from 2.0% in 3Q 2024). The decrease in margin was driven by higher expenses. 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 10% per year, which means it is well ahead of earnings.Reported Earnings • Sep 17Second quarter 2025 earnings released: EPS: JP¥50.03 (vs JP¥45.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.03 (up from JP¥45.50 in 2Q 2024). Revenue: JP¥5.52b (flat on 2Q 2024). Net income: JP¥501.0m (up 9.9% from 2Q 2024). Profit margin: 9.1% (up from 8.3% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥24.92 (vs JP¥26.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.92 (down from JP¥26.59 in 1Q 2024). Revenue: JP¥5.19b (down 6.0% from 1Q 2024). Net income: JP¥250.0m (down 6.0% from 1Q 2024). Profit margin: 4.8% (in line with 1Q 2024). 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 1% per year, which means it is significantly lagging earnings.공시 • Jun 13IMURA & Co.,Ltd. (TSE:3955) announces an Equity Buyback for 150,000 shares, representing 1.5% for ¥160 million.Imura Envelope Co., Inc. (TSE:3955) announces a share repurchase program. Under the program, the company will repurchase 150,000 shares, representing 1% of its share capital, for ¥160 million. The company will repurchase its shares in order to implement a flexible capital policy that responds to changes in the business environment, as well as to improve capital efficiency and enhance shareholder returns. The program will run until June 12, 2025. As of May 31, 2024, the company had 10,031,617 shares outstanding (excluding treasury shares) and 697,753 shares in treasury.공시 • Apr 03+ 2 more updatesIMURA & Co.,Ltd. to Report Q1, 2025 Results on Jun 12, 2024IMURA & Co.,Ltd. announced that they will report Q1, 2025 results on Jun 12, 2024공시 • Mar 29Oji Management Office K.K. and IMURA & Co.,Ltd. (TSE:3955) agreed to acquire 80% stake in Songlam Trading And Packaging Production Company Limited.Oji Management Office K.K. and IMURA & Co.,Ltd. (TSE:3955) agreed to acquire 80% stake in Songlam Trading And Packaging Production Company Limited on March 22, 2024.Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥94.79 (vs JP¥102 in FY 2023)Full year 2024 results: EPS: JP¥94.79 (down from JP¥102 in FY 2023). Revenue: JP¥20.9b (down 4.0% from FY 2023). Net income: JP¥950.0m (down 6.5% from FY 2023). Profit margin: 4.6% (down from 4.7% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Mar 16IMURA & Co.,Ltd., Annual General Meeting, Apr 25, 2024IMURA & Co.,Ltd., Annual General Meeting, Apr 25, 2024.Upcoming Dividend • Jan 23Upcoming dividend of JP¥35.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).공시 • Dec 31IMURA & Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 14, 2024IMURA & Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 14, 2024Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: JP¥10.17 (vs JP¥9.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.17 (up from JP¥9.10 in 3Q 2023). Revenue: JP¥5.00b (down 4.5% from 3Q 2023). Net income: JP¥102.0m (up 12% from 3Q 2023). Profit margin: 2.0% (up from 1.7% in 3Q 2023). The increase in margin was driven by lower expenses. 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.Reported Earnings • Sep 17Second quarter 2024 earnings released: EPS: JP¥45.50 (vs JP¥45.17 in 2Q 2023)Second quarter 2024 results: EPS: JP¥45.50 (up from JP¥45.17 in 2Q 2023). Revenue: JP¥5.50b (down 4.1% from 2Q 2023). Net income: JP¥456.0m (flat on 2Q 2023). Profit margin: 8.3% (up from 7.9% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Jul 06IMURA & Co.,Ltd. to Report Q3, 2024 Results on Dec 12, 2023IMURA & Co.,Ltd. announced that they will report Q3, 2024 results on Dec 12, 2023공시 • Jun 21IMURA & Co.,Ltd. to Report Q2, 2024 Results on Sep 14, 2023IMURA & Co.,Ltd. announced that they will report Q2, 2024 results on Sep 14, 2023Reported Earnings • Jun 16First quarter 2024 earnings released: EPS: JP¥26.59 (vs JP¥30.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.59 (down from JP¥30.64 in 1Q 2023). Revenue: JP¥5.52b (flat on 1Q 2023). Net income: JP¥266.0m (down 13% from 1Q 2023). Profit margin: 4.8% (down from 5.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: JP¥102 (vs JP¥99.05 in FY 2022)Full year 2023 results: EPS: JP¥102 (up from JP¥99.05 in FY 2022). Revenue: JP¥21.7b (up 7.4% from FY 2022). Net income: JP¥1.02b (up 2.2% from FY 2022). Profit margin: 4.7% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.공시 • Feb 18IMURA & Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 14, 2023IMURA & Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 14, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 34% and the cash payout ratio is 99%. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.4%).Reported Earnings • Dec 15Third quarter 2023 earnings released: EPS: JP¥9.10 (vs JP¥25.03 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.10 (down from JP¥25.03 in 3Q 2022). Revenue: JP¥5.24b (up 14% from 3Q 2022). Net income: JP¥91.0m (down 64% from 3Q 2022). Profit margin: 1.7% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Independent External Director Takashi Shirata was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Oct 02Imura Envelope Co., Inc. to Report Q3, 2023 Results on Dec 13, 2022Imura Envelope Co., Inc. announced that they will report Q3, 2023 results on Dec 13, 2022Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥45.17 (vs JP¥40.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.17 (up from JP¥40.40 in 2Q 2022). Revenue: JP¥5.74b (up 8.9% from 2Q 2022). Net income: JP¥452.0m (up 12% from 2Q 2022). Profit margin: 7.9% (up from 7.7% in 2Q 2022). The increase in margin was driven by higher revenue. 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 15% per year, which means it is significantly lagging earnings growth.공시 • Jun 22Imura Envelope Co., Inc. to Report Q2, 2023 Results on Sep 13, 2022Imura Envelope Co., Inc. announced that they will report Q2, 2023 results on Sep 13, 2022Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥30.64 (vs JP¥31.40 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.64 (down from JP¥31.40 in 1Q 2022). Revenue: JP¥5.52b (up 1.5% from 1Q 2022). Net income: JP¥307.0m (down 2.8% from 1Q 2022). Profit margin: 5.6% (down from 5.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Independent External Director Takashi Shirata was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 08Imura Envelope Co., Inc. to Report Q1, 2023 Results on Jun 09, 2022Imura Envelope Co., Inc. announced that they will report Q1, 2023 results on Jun 09, 2022공시 • Apr 07Imura Envelope Co., Inc., Annual General Meeting, Apr 21, 2022Imura Envelope Co., Inc., Annual General Meeting, Apr 21, 2022.Reported Earnings • Mar 15Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥99.05 (up from JP¥65.17 in FY 2021). Revenue: JP¥20.2b (down 4.7% from FY 2021). Net income: JP¥994.0m (up 51% from FY 2021). Profit margin: 4.9% (up from 3.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 25 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.1%).Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥40.40 (vs JP¥38.58 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥5.27b (down 7.5% from 2Q 2021). Net income: JP¥405.0m (up 3.6% from 2Q 2021). Profit margin: 7.7% (up from 6.9% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,020, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 101% over the past three years.Reported Earnings • Jun 13First quarter 2022 earnings released: EPS JP¥31.40 (vs JP¥25.60 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥5.44b (down 8.8% from 1Q 2021). Net income: JP¥316.0m (up 22% from 1Q 2021). Profit margin: 5.8% (up from 4.3% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥65.17 (vs JP¥48.77 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 9.3% from FY 2020). Net income: JP¥660.0m (up 32% from FY 2020). Profit margin: 3.1% (up from 2.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.공시 • Mar 17Imura Envelope Co., Inc., Annual General Meeting, Apr 22, 2021Imura Envelope Co., Inc., Annual General Meeting, Apr 22, 2021.Reported Earnings • Mar 16Full year 2021 earnings released: EPS JP¥65.17 (vs JP¥48.77 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 9.3% from FY 2020). Net income: JP¥660.0m (up 32% from FY 2020). Profit margin: 3.1% (up from 2.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 21Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 28th of January. The trailing yield of 1.6% is below the top quartile of Japanese dividend payers (3.0%), and is lower than industry peers (2.0%).공시 • Jan 08Imura Envelope Co., Inc. to Report Fiscal Year 2021 Results on Mar 15, 2021Imura Envelope Co., Inc. announced that they will report fiscal year 2021 results on Mar 15, 2021Is New 90 Day High Low • Jan 08New 90-day high: JP¥923The company is up 3.0% from its price of JP¥893 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is up 2.0% over the same period.공시 • Oct 04Imura Envelope Co., Inc. to Report Q3, 2021 Results on Dec 10, 2020Imura Envelope Co., Inc. announced that they will report Q3, 2021 results on Dec 10, 2020공시 • Jul 17Imura Envelope Co., Inc. to Report Q2, 2021 Results on Sep 10, 2020Imura Envelope Co., Inc. announced that they will report Q2, 2021 results on Sep 10, 2020주주 수익률3955JP Commercial ServicesJP 시장7D1.9%-0.2%1.5%1Y-17.6%16.6%38.9%전체 주주 수익률 보기수익률 대 산업: 3955은 지난 1년 동안 16.6%의 수익을 기록한 JP Commercial Services 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 3955은 지난 1년 동안 38.9%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 3955's price volatile compared to industry and market?3955 volatility3955 Average Weekly Movement2.8%Commercial Services Industry Average Movement4.1%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 3955는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 3955의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1918973Yu Imurawww.imura.co.jp는 일본에서 종이 및 기타 제품의 제조 및 판매에 종사하고 있습니다. 이 회사는 패키지 솔루션, 우편 서비스 및 기타 부문을 통해 운영됩니다. 봉투 및 가방과 같은 종이 제품을 제공합니다.더 보기IMURA & Co.,Ltd. 기초 지표 요약IMURALtd의 순이익과 매출은 시가총액과 어떻게 비교됩니까?3955 기초 통계시가총액JP¥8.07b순이익 (TTM)JP¥954.00m매출 (TTM)JP¥21.83b8.5x주가수익비율(P/E)0.4x주가매출비율(P/S)3955는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표3955 손익계산서 (TTM)매출JP¥21.83b매출원가JP¥16.18b총이익JP¥5.65b기타 비용JP¥4.70b순이익JP¥954.00m최근 보고된 실적Jan 31, 2026다음 실적 발표일Jun 11, 2026주당순이익(EPS)95.42총이익률25.89%순이익률4.37%부채/자본 비율27.0%3955의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.7%현재 배당 수익률31%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 00:25종가2026/05/29 00:00수익2026/01/31연간 수익2026/01/31데이터 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 소스IMURA & Co.,Ltd.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥95.54 (vs JP¥77.16 in FY 2025)Full year 2026 results: EPS: JP¥95.54 (up from JP¥77.16 in FY 2025). Revenue: JP¥21.8b (up 4.4% from FY 2025). Net income: JP¥954.0m (up 24% from FY 2025). Profit margin: 4.4% (up from 3.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
공시 • Mar 12IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).
공시 • Dec 30IMURA & Co.,Ltd. to Report Fiscal Year 2026 Results on Mar 12, 2026IMURA & Co.,Ltd. announced that they will report fiscal year 2026 results on Mar 12, 2026
New Risk • Dec 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.0b market cap, or US$64.9m).
Reported Earnings • Dec 16Third quarter 2026 earnings released: JP¥8.40 loss per share (vs JP¥1.00 profit in 3Q 2025)Third quarter 2026 results: JP¥8.40 loss per share (down from JP¥1.00 profit in 3Q 2025). Revenue: JP¥4.76b (down 7.3% from 3Q 2025). Net loss: JP¥84.0m (down JP¥94.0m from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥95.54 (vs JP¥77.16 in FY 2025)Full year 2026 results: EPS: JP¥95.54 (up from JP¥77.16 in FY 2025). Revenue: JP¥21.8b (up 4.4% from FY 2025). Net income: JP¥954.0m (up 24% from FY 2025). Profit margin: 4.4% (up from 3.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
공시 • Mar 12IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).
공시 • Dec 30IMURA & Co.,Ltd. to Report Fiscal Year 2026 Results on Mar 12, 2026IMURA & Co.,Ltd. announced that they will report fiscal year 2026 results on Mar 12, 2026
New Risk • Dec 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.0b market cap, or US$64.9m).
Reported Earnings • Dec 16Third quarter 2026 earnings released: JP¥8.40 loss per share (vs JP¥1.00 profit in 3Q 2025)Third quarter 2026 results: JP¥8.40 loss per share (down from JP¥1.00 profit in 3Q 2025). Revenue: JP¥4.76b (down 7.3% from 3Q 2025). Net loss: JP¥84.0m (down JP¥94.0m from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
공시 • Sep 27IMURA & Co.,Ltd. to Report Q3, 2026 Results on Dec 11, 2025IMURA & Co.,Ltd. announced that they will report Q3, 2026 results on Dec 11, 2025
분석 기사 • Sep 19IMURALtd (TSE:3955) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for IMURA & Co.,Ltd.'s ( TSE:3955 ) stock hasn't moved much. Our...
Reported Earnings • Sep 12Second quarter 2026 earnings released: EPS: JP¥61.97 (vs JP¥50.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.97 (up from JP¥50.03 in 2Q 2025). Revenue: JP¥6.09b (up 10% from 2Q 2025). Net income: JP¥619.0m (up 24% from 2Q 2025). Profit margin: 10% (up from 9.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Jul 02IMURA & Co.,Ltd. to Report Q2, 2026 Results on Sep 11, 2025IMURA & Co.,Ltd. announced that they will report Q2, 2026 results on Sep 11, 2025
Reported Earnings • Jun 12First quarter 2026 earnings released: EPS: JP¥45.47 (vs JP¥24.92 in 1Q 2025)First quarter 2026 results: EPS: JP¥45.47 (up from JP¥24.92 in 1Q 2025). Revenue: JP¥5.64b (up 8.7% from 1Q 2025). Net income: JP¥453.0m (up 81% from 1Q 2025). Profit margin: 8.0% (up from 4.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Apr 01IMURA & Co.,Ltd. to Report Q1, 2026 Results on Jun 11, 2025IMURA & Co.,Ltd. announced that they will report Q1, 2026 results on Jun 11, 2025
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: JP¥77.16 (vs JP¥94.79 in FY 2024)Full year 2025 results: EPS: JP¥77.16 (down from JP¥94.79 in FY 2024). Revenue: JP¥20.9b (flat on FY 2024). Net income: JP¥771.0m (down 19% from FY 2024). Profit margin: 3.7% (down from 4.6% in FY 2024). 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 4% per year, which means it is well ahead of earnings.
공시 • Mar 13IMURA & Co.,Ltd., Annual General Meeting, Apr 24, 2025IMURA & Co.,Ltd., Annual General Meeting, Apr 24, 2025.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.1%).
공시 • Jan 17IMURA & Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2025IMURA & Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2025
Reported Earnings • Dec 13Third quarter 2025 earnings released: EPS: JP¥1.00 (vs JP¥10.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.00 (down from JP¥10.17 in 3Q 2024). Revenue: JP¥5.13b (up 2.6% from 3Q 2024). Net income: JP¥10.0m (down 90% from 3Q 2024). Profit margin: 0.2% (down from 2.0% in 3Q 2024). The decrease in margin was driven by higher expenses. 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 10% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 17Second quarter 2025 earnings released: EPS: JP¥50.03 (vs JP¥45.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.03 (up from JP¥45.50 in 2Q 2024). Revenue: JP¥5.52b (flat on 2Q 2024). Net income: JP¥501.0m (up 9.9% from 2Q 2024). Profit margin: 9.1% (up from 8.3% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥24.92 (vs JP¥26.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.92 (down from JP¥26.59 in 1Q 2024). Revenue: JP¥5.19b (down 6.0% from 1Q 2024). Net income: JP¥250.0m (down 6.0% from 1Q 2024). Profit margin: 4.8% (in line with 1Q 2024). 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 1% per year, which means it is significantly lagging earnings.
공시 • Jun 13IMURA & Co.,Ltd. (TSE:3955) announces an Equity Buyback for 150,000 shares, representing 1.5% for ¥160 million.Imura Envelope Co., Inc. (TSE:3955) announces a share repurchase program. Under the program, the company will repurchase 150,000 shares, representing 1% of its share capital, for ¥160 million. The company will repurchase its shares in order to implement a flexible capital policy that responds to changes in the business environment, as well as to improve capital efficiency and enhance shareholder returns. The program will run until June 12, 2025. As of May 31, 2024, the company had 10,031,617 shares outstanding (excluding treasury shares) and 697,753 shares in treasury.
공시 • Apr 03+ 2 more updatesIMURA & Co.,Ltd. to Report Q1, 2025 Results on Jun 12, 2024IMURA & Co.,Ltd. announced that they will report Q1, 2025 results on Jun 12, 2024
공시 • Mar 29Oji Management Office K.K. and IMURA & Co.,Ltd. (TSE:3955) agreed to acquire 80% stake in Songlam Trading And Packaging Production Company Limited.Oji Management Office K.K. and IMURA & Co.,Ltd. (TSE:3955) agreed to acquire 80% stake in Songlam Trading And Packaging Production Company Limited on March 22, 2024.
Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥94.79 (vs JP¥102 in FY 2023)Full year 2024 results: EPS: JP¥94.79 (down from JP¥102 in FY 2023). Revenue: JP¥20.9b (down 4.0% from FY 2023). Net income: JP¥950.0m (down 6.5% from FY 2023). Profit margin: 4.6% (down from 4.7% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Mar 16IMURA & Co.,Ltd., Annual General Meeting, Apr 25, 2024IMURA & Co.,Ltd., Annual General Meeting, Apr 25, 2024.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥35.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).
공시 • Dec 31IMURA & Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 14, 2024IMURA & Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 14, 2024
Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: JP¥10.17 (vs JP¥9.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.17 (up from JP¥9.10 in 3Q 2023). Revenue: JP¥5.00b (down 4.5% from 3Q 2023). Net income: JP¥102.0m (up 12% from 3Q 2023). Profit margin: 2.0% (up from 1.7% in 3Q 2023). The increase in margin was driven by lower expenses. 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.
Reported Earnings • Sep 17Second quarter 2024 earnings released: EPS: JP¥45.50 (vs JP¥45.17 in 2Q 2023)Second quarter 2024 results: EPS: JP¥45.50 (up from JP¥45.17 in 2Q 2023). Revenue: JP¥5.50b (down 4.1% from 2Q 2023). Net income: JP¥456.0m (flat on 2Q 2023). Profit margin: 8.3% (up from 7.9% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Jul 06IMURA & Co.,Ltd. to Report Q3, 2024 Results on Dec 12, 2023IMURA & Co.,Ltd. announced that they will report Q3, 2024 results on Dec 12, 2023
공시 • Jun 21IMURA & Co.,Ltd. to Report Q2, 2024 Results on Sep 14, 2023IMURA & Co.,Ltd. announced that they will report Q2, 2024 results on Sep 14, 2023
Reported Earnings • Jun 16First quarter 2024 earnings released: EPS: JP¥26.59 (vs JP¥30.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.59 (down from JP¥30.64 in 1Q 2023). Revenue: JP¥5.52b (flat on 1Q 2023). Net income: JP¥266.0m (down 13% from 1Q 2023). Profit margin: 4.8% (down from 5.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: JP¥102 (vs JP¥99.05 in FY 2022)Full year 2023 results: EPS: JP¥102 (up from JP¥99.05 in FY 2022). Revenue: JP¥21.7b (up 7.4% from FY 2022). Net income: JP¥1.02b (up 2.2% from FY 2022). Profit margin: 4.7% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.
공시 • Feb 18IMURA & Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 14, 2023IMURA & Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 14, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 34% and the cash payout ratio is 99%. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.4%).
Reported Earnings • Dec 15Third quarter 2023 earnings released: EPS: JP¥9.10 (vs JP¥25.03 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.10 (down from JP¥25.03 in 3Q 2022). Revenue: JP¥5.24b (up 14% from 3Q 2022). Net income: JP¥91.0m (down 64% from 3Q 2022). Profit margin: 1.7% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Independent External Director Takashi Shirata was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Oct 02Imura Envelope Co., Inc. to Report Q3, 2023 Results on Dec 13, 2022Imura Envelope Co., Inc. announced that they will report Q3, 2023 results on Dec 13, 2022
Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥45.17 (vs JP¥40.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.17 (up from JP¥40.40 in 2Q 2022). Revenue: JP¥5.74b (up 8.9% from 2Q 2022). Net income: JP¥452.0m (up 12% from 2Q 2022). Profit margin: 7.9% (up from 7.7% in 2Q 2022). The increase in margin was driven by higher revenue. 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 15% per year, which means it is significantly lagging earnings growth.
공시 • Jun 22Imura Envelope Co., Inc. to Report Q2, 2023 Results on Sep 13, 2022Imura Envelope Co., Inc. announced that they will report Q2, 2023 results on Sep 13, 2022
Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥30.64 (vs JP¥31.40 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.64 (down from JP¥31.40 in 1Q 2022). Revenue: JP¥5.52b (up 1.5% from 1Q 2022). Net income: JP¥307.0m (down 2.8% from 1Q 2022). Profit margin: 5.6% (down from 5.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Independent External Director Takashi Shirata was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 08Imura Envelope Co., Inc. to Report Q1, 2023 Results on Jun 09, 2022Imura Envelope Co., Inc. announced that they will report Q1, 2023 results on Jun 09, 2022
공시 • Apr 07Imura Envelope Co., Inc., Annual General Meeting, Apr 21, 2022Imura Envelope Co., Inc., Annual General Meeting, Apr 21, 2022.
Reported Earnings • Mar 15Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥99.05 (up from JP¥65.17 in FY 2021). Revenue: JP¥20.2b (down 4.7% from FY 2021). Net income: JP¥994.0m (up 51% from FY 2021). Profit margin: 4.9% (up from 3.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 25 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.1%).
Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥40.40 (vs JP¥38.58 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥5.27b (down 7.5% from 2Q 2021). Net income: JP¥405.0m (up 3.6% from 2Q 2021). Profit margin: 7.7% (up from 6.9% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,020, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 101% over the past three years.
Reported Earnings • Jun 13First quarter 2022 earnings released: EPS JP¥31.40 (vs JP¥25.60 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥5.44b (down 8.8% from 1Q 2021). Net income: JP¥316.0m (up 22% from 1Q 2021). Profit margin: 5.8% (up from 4.3% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥65.17 (vs JP¥48.77 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 9.3% from FY 2020). Net income: JP¥660.0m (up 32% from FY 2020). Profit margin: 3.1% (up from 2.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
공시 • Mar 17Imura Envelope Co., Inc., Annual General Meeting, Apr 22, 2021Imura Envelope Co., Inc., Annual General Meeting, Apr 22, 2021.
Reported Earnings • Mar 16Full year 2021 earnings released: EPS JP¥65.17 (vs JP¥48.77 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 9.3% from FY 2020). Net income: JP¥660.0m (up 32% from FY 2020). Profit margin: 3.1% (up from 2.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 21Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 28th of January. The trailing yield of 1.6% is below the top quartile of Japanese dividend payers (3.0%), and is lower than industry peers (2.0%).
공시 • Jan 08Imura Envelope Co., Inc. to Report Fiscal Year 2021 Results on Mar 15, 2021Imura Envelope Co., Inc. announced that they will report fiscal year 2021 results on Mar 15, 2021
Is New 90 Day High Low • Jan 08New 90-day high: JP¥923The company is up 3.0% from its price of JP¥893 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is up 2.0% over the same period.
공시 • Oct 04Imura Envelope Co., Inc. to Report Q3, 2021 Results on Dec 10, 2020Imura Envelope Co., Inc. announced that they will report Q3, 2021 results on Dec 10, 2020
공시 • Jul 17Imura Envelope Co., Inc. to Report Q2, 2021 Results on Sep 10, 2020Imura Envelope Co., Inc. announced that they will report Q2, 2021 results on Sep 10, 2020
