View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDRAFT 배당 및 자사주 매입배당 기준 점검 0/6DRAFT 은(는) 현재 수익률이 1.61% 인 배당금 지급 회사입니다.핵심 정보1.6%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률18.6%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향-25%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Dec 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.9%).공시 • Oct 30+ 1 more updateDRAFT Inc. Announces Change in Dividend PolicyDRAFT Inc. announced that it has resolved at the Board of Directors meeting held on October 24, 2024 to change the dividend policy. Before change: For returning profits to shareholders, the Company aims to pay dividends (interim and year-end) with a target payout ratio of 20%, on a consolidated profit attributable to owners of parent basis, while securing retained earnings necessary to invest in future business development and reinforce the management structure. After change: For returning profits to shareholders, the Company aims to increase dividends every fiscal year to the extent possible under a basic policy to maintain progressive dividends (note), while securing retained earnings necessary to invest in future business development and reinforce the management structure.분석 기사 • Oct 28DRAFT's (TSE:5070) Dividend Will Be Increased To ¥7.00DRAFT Inc.'s ( TSE:5070 ) periodic dividend will be increasing on the 31st of March to ¥7.00, with investors receiving...Declared Dividend • Aug 15Dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (7% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Dec 21Upcoming dividend of JP¥6.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.2%).Upcoming Dividend • Dec 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).모든 업데이트 보기Recent updatesReported Earnings • Nov 18Third quarter 2025 earnings released: JP¥16.70 loss per share (vs JP¥12.65 profit in 3Q 2024)Third quarter 2025 results: JP¥16.70 loss per share (down from JP¥12.65 profit in 3Q 2024). Revenue: JP¥1.69b (down 44% from 3Q 2024). Net loss: JP¥168.0m (down 232% from profit in 3Q 2024). 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 23% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 02DRAFT Inc. to Report Q3, 2025 Results on Nov 14, 2025DRAFT Inc. announced that they will report Q3, 2025 results on Nov 14, 2025공시 • Oct 01Taiju Yamashita completed the acquisition of 42.28% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.1 billion.Taiju Yamashita proposed to acquire 49.02% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.7 billion on August 14, 2025. A cash consideration of ¥5800 valued at ¥1 per share , of ¥3.69 billion valued at ¥750 per share and of ¥0.04 million will be paid by the buyer. As part of consideration, ¥5800 is paid towards First Series Stock Acquisition Rights rights, ¥0.02 million is paid towards Second Series Stock Acquisition Rights rights, ¥0.02 million is paid towards Third Series Stock Acquisition Rights rights and ¥3.69 billion is paid towards common equity of DRAFT Inc. Taiju Yamashita completed the acquisition of 42.28% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.1 billion on September 29, 2025.분석 기사 • Aug 19Market Participants Recognise DRAFT Inc.'s (TSE:5070) Revenues Pushing Shares 38% HigherTSE:5070 1 Year Share Price vs Fair Value Explore DRAFT's Fair Values from the Community and select yours DRAFT Inc...Reported Earnings • Aug 16Second quarter 2025 earnings released: JP¥26.78 loss per share (vs JP¥15.63 profit in 2Q 2024)Second quarter 2025 results: JP¥26.78 loss per share (down from JP¥15.63 profit in 2Q 2024). Revenue: JP¥1.78b (down 55% from 2Q 2024). Net loss: JP¥269.0m (down 271% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥671, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 24% over the past three years.공시 • Jul 02DRAFT Inc. to Report Q2, 2025 Results on Aug 14, 2025DRAFT Inc. announced that they will report Q2, 2025 results on Aug 14, 2025New Risk • May 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 7.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (JP¥5.41b market cap, or US$37.1m).Reported Earnings • May 18First quarter 2025 earnings released: JP¥22.10 loss per share (vs JP¥18.42 profit in 1Q 2024)First quarter 2025 results: JP¥22.10 loss per share (down from JP¥18.42 profit in 1Q 2024). Revenue: JP¥1.40b (down 50% from 1Q 2024). Net loss: JP¥222.0m (down 220% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Apr 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 5.5% 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 Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (JP¥4.61b market cap, or US$31.5m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥459, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 25% over the past three years.공시 • Mar 05DRAFT Inc. to Report Q1, 2025 Results on May 14, 2025DRAFT Inc. announced that they will report Q1, 2025 results on May 14, 2025공시 • Feb 25+ 2 more updatesDRAFT Inc. Provides Earnings Guidance for the First Half of Fiscal Year Ending December 31, 2025 and Full Year Ending December 31, 2025DRAFT Inc. provides earnings guidance for the first half of fiscal year ending December 31, 2025 and full year ending December 31, 2025. For the first half, the company expects net sales to be JPY 4,600 million, operating loss to be JPY 260 million, loss attributable to owners of parent to be JPY 296 million or JPY 29.47 per basic share. For the full year, the company expects net sales to be JPY 13,300 million, operating profit to be JPY 1,150million, profit attributable to owners of parent to be JPY 670 million or JPY 66.71 per basic share.분석 기사 • Feb 21We Think DRAFT's (TSE:5070) Profit Is Only A Baseline For What They Can AchieveInvestors were underwhelmed by the solid earnings posted by DRAFT Inc. ( TSE:5070 ) recently. Our analysis says that...Reported Earnings • Feb 17Full year 2024 earnings released: EPS: JP¥64.32 (vs JP¥51.39 in FY 2023)Full year 2024 results: EPS: JP¥64.32 (up from JP¥51.39 in FY 2023). Revenue: JP¥12.3b (up 15% from FY 2023). Net income: JP¥646.0m (up 25% from FY 2023). Profit margin: 5.3% (up from 4.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Feb 14DRAFT Inc., Annual General Meeting, Mar 27, 2025DRAFT Inc., Annual General Meeting, Mar 27, 2025.Upcoming Dividend • Dec 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.9%).공시 • Dec 07DRAFT Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025DRAFT Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: JP¥12.65 (vs JP¥9.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.65 (up from JP¥9.06 in 3Q 2023). Revenue: JP¥2.99b (up 37% from 3Q 2023). Net income: JP¥127.0m (up 40% from 3Q 2023). Profit margin: 4.3% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • Oct 30+ 1 more updateDRAFT Inc. Announces Change in Dividend PolicyDRAFT Inc. announced that it has resolved at the Board of Directors meeting held on October 24, 2024 to change the dividend policy. Before change: For returning profits to shareholders, the Company aims to pay dividends (interim and year-end) with a target payout ratio of 20%, on a consolidated profit attributable to owners of parent basis, while securing retained earnings necessary to invest in future business development and reinforce the management structure. After change: For returning profits to shareholders, the Company aims to increase dividends every fiscal year to the extent possible under a basic policy to maintain progressive dividends (note), while securing retained earnings necessary to invest in future business development and reinforce the management structure.분석 기사 • Oct 28DRAFT's (TSE:5070) Dividend Will Be Increased To ¥7.00DRAFT Inc.'s ( TSE:5070 ) periodic dividend will be increasing on the 31st of March to ¥7.00, with investors receiving...분석 기사 • Oct 04DRAFT (TSE:5070) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Oct 01DRAFT Inc. to Report Q3, 2024 Results on Nov 12, 2024DRAFT Inc. announced that they will report Q3, 2024 results on Nov 12, 2024Declared Dividend • Aug 15Dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (7% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Aug 02New 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 5.4% 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 Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥5.09b market cap, or US$34.2m).Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥507, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 16x in the Professional Services industry in Japan. Total loss to shareholders of 34% over the past three years.공시 • Jun 06DRAFT Inc. to Report Q2, 2024 Results on Aug 13, 2024DRAFT Inc. announced that they will report Q2, 2024 results on Aug 13, 2024Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥18.42 (vs JP¥17.03 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥18.42 (up from JP¥17.03 loss in 1Q 2023). Revenue: JP¥2.78b (up 75% from 1Q 2023). Net income: JP¥185.0m (up JP¥356.0m from 1Q 2023). Profit margin: 6.7% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.분석 기사 • May 08Investors Holding Back On DRAFT Inc. (TSE:5070)It's not a stretch to say that DRAFT Inc.'s ( TSE:5070 ) price-to-sales (or "P/S") ratio of 0.7x right now seems quite...공시 • Apr 06DRAFT Inc. to Report Q1, 2024 Results on May 13, 2024DRAFT Inc. announced that they will report Q1, 2024 results on May 13, 2024공시 • Mar 08+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending December 31, 2024DRAFT Inc. provided consolidated earnings guidance for the first half and full fiscal year ending December 31, 2024. For the first half, the company expects net sales of JPY 6,000 million, operating profit of JPY 480 million, profit attributable to owners of parent of JPY 310 million, and basic earnings per share of JPY 30.87.For the year, the company expects net sales of JPY 12,000 million, operating profit of JPY 980 million, profit attributable to owners of parent of JPY 580 million, and basic earnings per share of JPY 57.75.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥825, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 18x in the Professional Services industry in Japan. Total loss to shareholders of 21% over the past three years.공시 • Feb 15DRAFT Inc., Annual General Meeting, Mar 28, 2024DRAFT Inc., Annual General Meeting, Mar 28, 2024.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥51.39 (vs JP¥2.09 in FY 2022)Full year 2023 results: EPS: JP¥51.39 (up from JP¥2.09 in FY 2022). Revenue: JP¥10.7b (up 29% from FY 2022). Net income: JP¥516.0m (up JP¥495.0m from FY 2022). Profit margin: 4.8% (up from 0.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.공시 • Jan 11DRAFT Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024DRAFT Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥6.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.2%).New Risk • Nov 22New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥5.21b market cap, or US$35.1m).공시 • Nov 20+ 1 more updateDraft Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2023DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2023. For the year, the company expects net sales of JPY 10,500 millions, operating profit of JPY 780 millions, profit attributable to owners of parent of JPY 450 millions, and basic earnings per share of JPY 44.82.Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: JP¥9.06 (vs JP¥21.02 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.06 (up from JP¥21.02 loss in 3Q 2022). Revenue: JP¥2.18b (up 104% from 3Q 2022). Net income: JP¥91.0m (up JP¥302.0m from 3Q 2022). Profit margin: 4.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.공시 • Sep 27DRAFT Inc. to Report Q3, 2023 Results on Nov 13, 2023DRAFT Inc. announced that they will report Q3, 2023 results on Nov 13, 2023공시 • Aug 22+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 2023DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 2023 . For the year, the company expects net sales of JPY 10,500 million against previous guidance of JPY 10,000 million, operating profit of JPY 780 million against previous guidance of JPY 480 million, profit attributable to owners of parent of JPY 450 million against previous guidance of JPY 300 million and basic earnings per share of JPY 44.82 against previous guidance of JPY 29.89.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: JP¥5.88 (vs JP¥2.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.88 (up from JP¥2.99 in 2Q 2022). Revenue: JP¥2.32b (up 8.6% from 2Q 2022). Net income: JP¥59.0m (up 97% from 2Q 2022). Profit margin: 2.5% (up from 1.4% in 2Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Professional Services industry in Japan.New Risk • Aug 16New 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 6.0% 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 Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥4.90b market cap, or US$33.7m).공시 • Jun 28DRAFT Inc. to Report Q2, 2023 Results on Aug 14, 2023DRAFT Inc. announced that they will report Q2, 2023 results on Aug 14, 2023공시 • Jun 02+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2023DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2023. For the first half year, the company expects net sales to be JPY 3,800 million. Operating loss to be JPY 287 million. Loss attributable to owners of parent to be JPY 294 million. Basic loss per share to be JPY 29.28.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 480 million. Profit attributable to owners of parent to be JPY 300 million. Basic earnings per share to be JPY 29.89.Reported Earnings • Feb 16Full year 2022 earnings released: EPS: JP¥2.09 (vs JP¥61.90 in FY 2021)Full year 2022 results: EPS: JP¥2.09 (down from JP¥61.90 in FY 2021). Revenue: JP¥8.29b (up 3.2% from FY 2021). Net income: JP¥21.0m (down 96% from FY 2021). Profit margin: 0.3% (down from 7.1% in FY 2021). The decrease in margin was driven by higher expenses.공시 • Dec 28DRAFT Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023DRAFT Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).공시 • Dec 15+ 1 more updateDRAFT Inc. Provides Dividend Guidance for the Year Ending December 31, 2022DRAFT Inc. provided dividend guidance for the year ending December 31, 2022 of JPY 5.00 per share compared to JPY 5.00 per share a year ago.Reported Earnings • Nov 16Third quarter 2022 earnings released: JP¥21.02 loss per share (vs JP¥27.63 profit in 3Q 2021)Third quarter 2022 results: JP¥21.02 loss per share (down from JP¥27.63 profit in 3Q 2021). Revenue: JP¥1.07b (down 64% from 3Q 2021). Net loss: JP¥211.0m (down 182% from profit in 3Q 2021).Reported Earnings • Nov 13Third quarter 2022 earnings released: JP¥21.02 loss per share (vs JP¥27.63 profit in 3Q 2021)Third quarter 2022 results: JP¥21.02 loss per share (down from JP¥27.63 profit in 3Q 2021). Revenue: JP¥1.07b (down 64% from 3Q 2021). Net loss: JP¥211.0m (down 182% from profit in 3Q 2021).공시 • Oct 08DRAFT Inc. to Report Q3, 2022 Results on Nov 11, 2022DRAFT Inc. announced that they will report Q3, 2022 results on Nov 11, 2022공시 • Aug 30+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2022. For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: JP¥2.99. Revenue: JP¥2.13b (flat on 2Q 2021). Net income: JP¥30.0m (up JP¥30.0m from 2Q 2021). Profit margin: 1.4% (up from null in 2Q 2021).공시 • Jul 07DRAFT Inc. to Report Q2, 2022 Results on Aug 12, 2022DRAFT Inc. announced that they will report Q2, 2022 results on Aug 12, 2022공시 • May 25+ 1 more updateDraft Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2022. For the first half year, the company expects net sales to be JPY 4,500 million. Operating profit to be JPY 275 million. Profit attributable to owners of parent to be JPY 170 million. Basic earnings per share to be JPY 16.94.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥700, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 21x in the Professional Services industry in Japan. Total loss to shareholders of 27% over the past year.공시 • Apr 15DRAFT Inc. to Report Q1, 2022 Results on May 12, 2022DRAFT Inc. announced that they will report Q1, 2022 results on May 12, 2022Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥513, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Professional Services industry in Japan. Total loss to shareholders of 48% over the past year.Reported Earnings • Feb 16Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: JP¥61.90 (up from JP¥55.50 in FY 2020). Revenue: JP¥8.03b (up 13% from FY 2020). Net income: JP¥574.0m (up 19% from FY 2020). Profit margin: 7.1% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 26%. Over the next year, revenue is forecast to grow 24%, compared to a 13% growth forecast for the industry in Japan.공시 • Feb 16DRAFT Inc., Annual General Meeting, Mar 24, 2022DRAFT Inc., Annual General Meeting, Mar 24, 2022.공시 • Feb 04DRAFT Inc. Revises Earnings Guidance for the Fiscal Year Ended December 2021DRAFT Inc. revised earnings guidance for the fiscal year ended December 2021. The company expected net sales of JPY 8,032 million compared to previous guidance of JPY 8,300 million, operating profit of JPY 950 million compared to previous guidance of JPY 700 million, ordinary profit of JPY 945 million compared to previous guidance of JPY 680 million, profit attributable to owners of parent of JPY 570 million compared to previous guidance of JPY 440 million or EPS of JPY 61.38 compared to previous guidance of JPY 47.56.Upcoming Dividend • Dec 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 26 March 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (0.7%).공시 • Nov 27DRAFT Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2021DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2021. For the year, the company expects net sales to be JPY 8,300 million. Operating profit to be JPY 700 million. Profit attributable to owners of parent to be JPY 440 million. Basic earnings per share to be JPY 47.56.공시 • Aug 21DRAFT Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2021DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2021. For the year, the company expects net sales of JPY 8,300 million, Operating profit of JPY 700 million, Profit attributable to owners of parent of JPY 440 million and Earnings per share of JPY 47.56.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥997, the stock is trading at a trailing P/E ratio of 18x, down from the previous P/E ratio of 22.1x. This compares to an average P/E of 23x in the Professional Services industry in Japan.Is New 90 Day High Low • Mar 08New 90-day low: JP¥995The company is down 28% from its price of JP¥1,390 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 11% over the same period.공시 • Feb 28+ 2 more updatesDRAFT Inc. to Report Q3, 2021 Results on Nov 11, 2021DRAFT Inc. announced that they will report Q3, 2021 results on Nov 11, 2021공시 • Feb 17DRAFT Inc., Annual General Meeting, Mar 25, 2021DRAFT Inc., Annual General Meeting, Mar 25, 2021.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,183, the stock is trading at a trailing P/E ratio of 30.1x, up from the previous P/E ratio of 25.8x. This compares to an average P/E of 21x in the Professional Services industry in Japan.공시 • Dec 12DRAFT Inc. to Report Q3, 2021 Results on Feb 15, 2021DRAFT Inc. announced that they will report Q3, 2021 results on Feb 15, 2021Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorated over the past weekAfter last week's 61% share price decline to JP¥1,252, the stock is trading at a trailing P/E ratio of 15.9x, down from the previous P/E ratio of 40.4x. This compares to an average P/E of 21x in the Professional Services industry in Japan.Valuation Update With 7 Day Price Move • Dec 03Market bids up stock over the past weekAfter last week's 21% share price gain to JP¥2,875, the stock is trading at a trailing P/E ratio of 36.6x, up from the previous P/E ratio of 30.2x. This compares to an average P/E of 22x in the Professional Services industry in Japan.Is New 90 Day High Low • Dec 01New 90-day high: JP¥2,604The company is up 80% from its price of JP¥1,448 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 13% over the same period.공시 • Jul 05DRAFT Inc. to Report Q1, 2021 Results on Aug 12, 2020DRAFT Inc. announced that they will report Q1, 2021 results on Aug 12, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, 5070 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: 5070 의 배당금 지급이 증가했지만 회사는 5 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장DRAFT 배당 수익률 vs 시장5070의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (5070)1.6%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.8%업계 평균 (Professional Services)1.2%분석가 예측 (5070) (최대 3년)n/a주목할만한 배당금: 5070 의 배당금( 1.61% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.74% )와 비교해 주목할 만하지 않습니다.고배당: 5070 의 배당금( 1.61% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.78% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 5070 배당금을 지급하고 있지만 회사는 수익성이 없습니다.주주 현금 배당현금 흐름 범위: 5070 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/12/16 03:47종가2025/12/11 00:00수익2025/09/30연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스DRAFT Inc.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Keita FujinoThe Stock Research Center
Upcoming Dividend • Dec 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.9%).
공시 • Oct 30+ 1 more updateDRAFT Inc. Announces Change in Dividend PolicyDRAFT Inc. announced that it has resolved at the Board of Directors meeting held on October 24, 2024 to change the dividend policy. Before change: For returning profits to shareholders, the Company aims to pay dividends (interim and year-end) with a target payout ratio of 20%, on a consolidated profit attributable to owners of parent basis, while securing retained earnings necessary to invest in future business development and reinforce the management structure. After change: For returning profits to shareholders, the Company aims to increase dividends every fiscal year to the extent possible under a basic policy to maintain progressive dividends (note), while securing retained earnings necessary to invest in future business development and reinforce the management structure.
분석 기사 • Oct 28DRAFT's (TSE:5070) Dividend Will Be Increased To ¥7.00DRAFT Inc.'s ( TSE:5070 ) periodic dividend will be increasing on the 31st of March to ¥7.00, with investors receiving...
Declared Dividend • Aug 15Dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (7% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥6.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.2%).
Upcoming Dividend • Dec 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).
Reported Earnings • Nov 18Third quarter 2025 earnings released: JP¥16.70 loss per share (vs JP¥12.65 profit in 3Q 2024)Third quarter 2025 results: JP¥16.70 loss per share (down from JP¥12.65 profit in 3Q 2024). Revenue: JP¥1.69b (down 44% from 3Q 2024). Net loss: JP¥168.0m (down 232% from profit in 3Q 2024). 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 23% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 02DRAFT Inc. to Report Q3, 2025 Results on Nov 14, 2025DRAFT Inc. announced that they will report Q3, 2025 results on Nov 14, 2025
공시 • Oct 01Taiju Yamashita completed the acquisition of 42.28% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.1 billion.Taiju Yamashita proposed to acquire 49.02% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.7 billion on August 14, 2025. A cash consideration of ¥5800 valued at ¥1 per share , of ¥3.69 billion valued at ¥750 per share and of ¥0.04 million will be paid by the buyer. As part of consideration, ¥5800 is paid towards First Series Stock Acquisition Rights rights, ¥0.02 million is paid towards Second Series Stock Acquisition Rights rights, ¥0.02 million is paid towards Third Series Stock Acquisition Rights rights and ¥3.69 billion is paid towards common equity of DRAFT Inc. Taiju Yamashita completed the acquisition of 42.28% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.1 billion on September 29, 2025.
분석 기사 • Aug 19Market Participants Recognise DRAFT Inc.'s (TSE:5070) Revenues Pushing Shares 38% HigherTSE:5070 1 Year Share Price vs Fair Value Explore DRAFT's Fair Values from the Community and select yours DRAFT Inc...
Reported Earnings • Aug 16Second quarter 2025 earnings released: JP¥26.78 loss per share (vs JP¥15.63 profit in 2Q 2024)Second quarter 2025 results: JP¥26.78 loss per share (down from JP¥15.63 profit in 2Q 2024). Revenue: JP¥1.78b (down 55% from 2Q 2024). Net loss: JP¥269.0m (down 271% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥671, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 24% over the past three years.
공시 • Jul 02DRAFT Inc. to Report Q2, 2025 Results on Aug 14, 2025DRAFT Inc. announced that they will report Q2, 2025 results on Aug 14, 2025
New Risk • May 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 7.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (JP¥5.41b market cap, or US$37.1m).
Reported Earnings • May 18First quarter 2025 earnings released: JP¥22.10 loss per share (vs JP¥18.42 profit in 1Q 2024)First quarter 2025 results: JP¥22.10 loss per share (down from JP¥18.42 profit in 1Q 2024). Revenue: JP¥1.40b (down 50% from 1Q 2024). Net loss: JP¥222.0m (down 220% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Apr 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 5.5% 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 Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (JP¥4.61b market cap, or US$31.5m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥459, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 25% over the past three years.
공시 • Mar 05DRAFT Inc. to Report Q1, 2025 Results on May 14, 2025DRAFT Inc. announced that they will report Q1, 2025 results on May 14, 2025
공시 • Feb 25+ 2 more updatesDRAFT Inc. Provides Earnings Guidance for the First Half of Fiscal Year Ending December 31, 2025 and Full Year Ending December 31, 2025DRAFT Inc. provides earnings guidance for the first half of fiscal year ending December 31, 2025 and full year ending December 31, 2025. For the first half, the company expects net sales to be JPY 4,600 million, operating loss to be JPY 260 million, loss attributable to owners of parent to be JPY 296 million or JPY 29.47 per basic share. For the full year, the company expects net sales to be JPY 13,300 million, operating profit to be JPY 1,150million, profit attributable to owners of parent to be JPY 670 million or JPY 66.71 per basic share.
분석 기사 • Feb 21We Think DRAFT's (TSE:5070) Profit Is Only A Baseline For What They Can AchieveInvestors were underwhelmed by the solid earnings posted by DRAFT Inc. ( TSE:5070 ) recently. Our analysis says that...
Reported Earnings • Feb 17Full year 2024 earnings released: EPS: JP¥64.32 (vs JP¥51.39 in FY 2023)Full year 2024 results: EPS: JP¥64.32 (up from JP¥51.39 in FY 2023). Revenue: JP¥12.3b (up 15% from FY 2023). Net income: JP¥646.0m (up 25% from FY 2023). Profit margin: 5.3% (up from 4.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Feb 14DRAFT Inc., Annual General Meeting, Mar 27, 2025DRAFT Inc., Annual General Meeting, Mar 27, 2025.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.9%).
공시 • Dec 07DRAFT Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025DRAFT Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: JP¥12.65 (vs JP¥9.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.65 (up from JP¥9.06 in 3Q 2023). Revenue: JP¥2.99b (up 37% from 3Q 2023). Net income: JP¥127.0m (up 40% from 3Q 2023). Profit margin: 4.3% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • Oct 30+ 1 more updateDRAFT Inc. Announces Change in Dividend PolicyDRAFT Inc. announced that it has resolved at the Board of Directors meeting held on October 24, 2024 to change the dividend policy. Before change: For returning profits to shareholders, the Company aims to pay dividends (interim and year-end) with a target payout ratio of 20%, on a consolidated profit attributable to owners of parent basis, while securing retained earnings necessary to invest in future business development and reinforce the management structure. After change: For returning profits to shareholders, the Company aims to increase dividends every fiscal year to the extent possible under a basic policy to maintain progressive dividends (note), while securing retained earnings necessary to invest in future business development and reinforce the management structure.
분석 기사 • Oct 28DRAFT's (TSE:5070) Dividend Will Be Increased To ¥7.00DRAFT Inc.'s ( TSE:5070 ) periodic dividend will be increasing on the 31st of March to ¥7.00, with investors receiving...
분석 기사 • Oct 04DRAFT (TSE:5070) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Oct 01DRAFT Inc. to Report Q3, 2024 Results on Nov 12, 2024DRAFT Inc. announced that they will report Q3, 2024 results on Nov 12, 2024
Declared Dividend • Aug 15Dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (7% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Aug 02New 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 5.4% 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 Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥5.09b market cap, or US$34.2m).
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥507, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 16x in the Professional Services industry in Japan. Total loss to shareholders of 34% over the past three years.
공시 • Jun 06DRAFT Inc. to Report Q2, 2024 Results on Aug 13, 2024DRAFT Inc. announced that they will report Q2, 2024 results on Aug 13, 2024
Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥18.42 (vs JP¥17.03 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥18.42 (up from JP¥17.03 loss in 1Q 2023). Revenue: JP¥2.78b (up 75% from 1Q 2023). Net income: JP¥185.0m (up JP¥356.0m from 1Q 2023). Profit margin: 6.7% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.
분석 기사 • May 08Investors Holding Back On DRAFT Inc. (TSE:5070)It's not a stretch to say that DRAFT Inc.'s ( TSE:5070 ) price-to-sales (or "P/S") ratio of 0.7x right now seems quite...
공시 • Apr 06DRAFT Inc. to Report Q1, 2024 Results on May 13, 2024DRAFT Inc. announced that they will report Q1, 2024 results on May 13, 2024
공시 • Mar 08+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending December 31, 2024DRAFT Inc. provided consolidated earnings guidance for the first half and full fiscal year ending December 31, 2024. For the first half, the company expects net sales of JPY 6,000 million, operating profit of JPY 480 million, profit attributable to owners of parent of JPY 310 million, and basic earnings per share of JPY 30.87.For the year, the company expects net sales of JPY 12,000 million, operating profit of JPY 980 million, profit attributable to owners of parent of JPY 580 million, and basic earnings per share of JPY 57.75.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥825, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 18x in the Professional Services industry in Japan. Total loss to shareholders of 21% over the past three years.
공시 • Feb 15DRAFT Inc., Annual General Meeting, Mar 28, 2024DRAFT Inc., Annual General Meeting, Mar 28, 2024.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥51.39 (vs JP¥2.09 in FY 2022)Full year 2023 results: EPS: JP¥51.39 (up from JP¥2.09 in FY 2022). Revenue: JP¥10.7b (up 29% from FY 2022). Net income: JP¥516.0m (up JP¥495.0m from FY 2022). Profit margin: 4.8% (up from 0.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
공시 • Jan 11DRAFT Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024DRAFT Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥6.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.2%).
New Risk • Nov 22New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥5.21b market cap, or US$35.1m).
공시 • Nov 20+ 1 more updateDraft Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2023DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2023. For the year, the company expects net sales of JPY 10,500 millions, operating profit of JPY 780 millions, profit attributable to owners of parent of JPY 450 millions, and basic earnings per share of JPY 44.82.
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: JP¥9.06 (vs JP¥21.02 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.06 (up from JP¥21.02 loss in 3Q 2022). Revenue: JP¥2.18b (up 104% from 3Q 2022). Net income: JP¥91.0m (up JP¥302.0m from 3Q 2022). Profit margin: 4.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
공시 • Sep 27DRAFT Inc. to Report Q3, 2023 Results on Nov 13, 2023DRAFT Inc. announced that they will report Q3, 2023 results on Nov 13, 2023
공시 • Aug 22+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 2023DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 2023 . For the year, the company expects net sales of JPY 10,500 million against previous guidance of JPY 10,000 million, operating profit of JPY 780 million against previous guidance of JPY 480 million, profit attributable to owners of parent of JPY 450 million against previous guidance of JPY 300 million and basic earnings per share of JPY 44.82 against previous guidance of JPY 29.89.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: JP¥5.88 (vs JP¥2.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.88 (up from JP¥2.99 in 2Q 2022). Revenue: JP¥2.32b (up 8.6% from 2Q 2022). Net income: JP¥59.0m (up 97% from 2Q 2022). Profit margin: 2.5% (up from 1.4% in 2Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Professional Services industry in Japan.
New Risk • Aug 16New 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 6.0% 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 Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥4.90b market cap, or US$33.7m).
공시 • Jun 28DRAFT Inc. to Report Q2, 2023 Results on Aug 14, 2023DRAFT Inc. announced that they will report Q2, 2023 results on Aug 14, 2023
공시 • Jun 02+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2023DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2023. For the first half year, the company expects net sales to be JPY 3,800 million. Operating loss to be JPY 287 million. Loss attributable to owners of parent to be JPY 294 million. Basic loss per share to be JPY 29.28.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 480 million. Profit attributable to owners of parent to be JPY 300 million. Basic earnings per share to be JPY 29.89.
Reported Earnings • Feb 16Full year 2022 earnings released: EPS: JP¥2.09 (vs JP¥61.90 in FY 2021)Full year 2022 results: EPS: JP¥2.09 (down from JP¥61.90 in FY 2021). Revenue: JP¥8.29b (up 3.2% from FY 2021). Net income: JP¥21.0m (down 96% from FY 2021). Profit margin: 0.3% (down from 7.1% in FY 2021). The decrease in margin was driven by higher expenses.
공시 • Dec 28DRAFT Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023DRAFT Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).
공시 • Dec 15+ 1 more updateDRAFT Inc. Provides Dividend Guidance for the Year Ending December 31, 2022DRAFT Inc. provided dividend guidance for the year ending December 31, 2022 of JPY 5.00 per share compared to JPY 5.00 per share a year ago.
Reported Earnings • Nov 16Third quarter 2022 earnings released: JP¥21.02 loss per share (vs JP¥27.63 profit in 3Q 2021)Third quarter 2022 results: JP¥21.02 loss per share (down from JP¥27.63 profit in 3Q 2021). Revenue: JP¥1.07b (down 64% from 3Q 2021). Net loss: JP¥211.0m (down 182% from profit in 3Q 2021).
Reported Earnings • Nov 13Third quarter 2022 earnings released: JP¥21.02 loss per share (vs JP¥27.63 profit in 3Q 2021)Third quarter 2022 results: JP¥21.02 loss per share (down from JP¥27.63 profit in 3Q 2021). Revenue: JP¥1.07b (down 64% from 3Q 2021). Net loss: JP¥211.0m (down 182% from profit in 3Q 2021).
공시 • Oct 08DRAFT Inc. to Report Q3, 2022 Results on Nov 11, 2022DRAFT Inc. announced that they will report Q3, 2022 results on Nov 11, 2022
공시 • Aug 30+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2022. For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.
Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: JP¥2.99. Revenue: JP¥2.13b (flat on 2Q 2021). Net income: JP¥30.0m (up JP¥30.0m from 2Q 2021). Profit margin: 1.4% (up from null in 2Q 2021).
공시 • Jul 07DRAFT Inc. to Report Q2, 2022 Results on Aug 12, 2022DRAFT Inc. announced that they will report Q2, 2022 results on Aug 12, 2022
공시 • May 25+ 1 more updateDraft Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2022. For the first half year, the company expects net sales to be JPY 4,500 million. Operating profit to be JPY 275 million. Profit attributable to owners of parent to be JPY 170 million. Basic earnings per share to be JPY 16.94.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥700, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 21x in the Professional Services industry in Japan. Total loss to shareholders of 27% over the past year.
공시 • Apr 15DRAFT Inc. to Report Q1, 2022 Results on May 12, 2022DRAFT Inc. announced that they will report Q1, 2022 results on May 12, 2022
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥513, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Professional Services industry in Japan. Total loss to shareholders of 48% over the past year.
Reported Earnings • Feb 16Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: JP¥61.90 (up from JP¥55.50 in FY 2020). Revenue: JP¥8.03b (up 13% from FY 2020). Net income: JP¥574.0m (up 19% from FY 2020). Profit margin: 7.1% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 26%. Over the next year, revenue is forecast to grow 24%, compared to a 13% growth forecast for the industry in Japan.
공시 • Feb 16DRAFT Inc., Annual General Meeting, Mar 24, 2022DRAFT Inc., Annual General Meeting, Mar 24, 2022.
공시 • Feb 04DRAFT Inc. Revises Earnings Guidance for the Fiscal Year Ended December 2021DRAFT Inc. revised earnings guidance for the fiscal year ended December 2021. The company expected net sales of JPY 8,032 million compared to previous guidance of JPY 8,300 million, operating profit of JPY 950 million compared to previous guidance of JPY 700 million, ordinary profit of JPY 945 million compared to previous guidance of JPY 680 million, profit attributable to owners of parent of JPY 570 million compared to previous guidance of JPY 440 million or EPS of JPY 61.38 compared to previous guidance of JPY 47.56.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 26 March 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (0.7%).
공시 • Nov 27DRAFT Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2021DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2021. For the year, the company expects net sales to be JPY 8,300 million. Operating profit to be JPY 700 million. Profit attributable to owners of parent to be JPY 440 million. Basic earnings per share to be JPY 47.56.
공시 • Aug 21DRAFT Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2021DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2021. For the year, the company expects net sales of JPY 8,300 million, Operating profit of JPY 700 million, Profit attributable to owners of parent of JPY 440 million and Earnings per share of JPY 47.56.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥997, the stock is trading at a trailing P/E ratio of 18x, down from the previous P/E ratio of 22.1x. This compares to an average P/E of 23x in the Professional Services industry in Japan.
Is New 90 Day High Low • Mar 08New 90-day low: JP¥995The company is down 28% from its price of JP¥1,390 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 11% over the same period.
공시 • Feb 28+ 2 more updatesDRAFT Inc. to Report Q3, 2021 Results on Nov 11, 2021DRAFT Inc. announced that they will report Q3, 2021 results on Nov 11, 2021
공시 • Feb 17DRAFT Inc., Annual General Meeting, Mar 25, 2021DRAFT Inc., Annual General Meeting, Mar 25, 2021.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,183, the stock is trading at a trailing P/E ratio of 30.1x, up from the previous P/E ratio of 25.8x. This compares to an average P/E of 21x in the Professional Services industry in Japan.
공시 • Dec 12DRAFT Inc. to Report Q3, 2021 Results on Feb 15, 2021DRAFT Inc. announced that they will report Q3, 2021 results on Feb 15, 2021
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorated over the past weekAfter last week's 61% share price decline to JP¥1,252, the stock is trading at a trailing P/E ratio of 15.9x, down from the previous P/E ratio of 40.4x. This compares to an average P/E of 21x in the Professional Services industry in Japan.
Valuation Update With 7 Day Price Move • Dec 03Market bids up stock over the past weekAfter last week's 21% share price gain to JP¥2,875, the stock is trading at a trailing P/E ratio of 36.6x, up from the previous P/E ratio of 30.2x. This compares to an average P/E of 22x in the Professional Services industry in Japan.
Is New 90 Day High Low • Dec 01New 90-day high: JP¥2,604The company is up 80% from its price of JP¥1,448 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 13% over the same period.
공시 • Jul 05DRAFT Inc. to Report Q1, 2021 Results on Aug 12, 2020DRAFT Inc. announced that they will report Q1, 2021 results on Aug 12, 2020