TWOSTONE&Sons (7352) 주식 개요는 일본에서 IT 서비스 사업을 영위하는 회사입니다. 자세히 보기7352 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장5/6과거 실적2/6재무 건전성5/6배당0/6강점수익은 매년 39.69% 증가할 것으로 예상됩니다.위험 분석이익 마진 (1.4%)이 지난해 (4.3%)보다 낮습니다.지난 3개월 동안 주가 변동성이 JP 시장과 비교해 높았습니다.의미 있는 시가총액이 없습니다(¥14B)모든 위험 점검 보기7352 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¥311.0027.8% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture040b2016201920222025202620282031Revenue JP¥39.9bEarnings JP¥539.4mAdvancedSet Fair ValueView all narrativesTWOSTONE&Sons Inc. 경쟁사for StartupsSymbol: TSE:7089Market cap: JP¥9.9bSucceedltdSymbol: TSE:9256Market cap: JP¥9.5bInterworks ConfidenceSymbol: TSE:7374Market cap: JP¥9.4bMatching Service JapanSymbol: TSE:6539Market cap: JP¥23.5b가격 이력 및 성과TWOSTONE&Sons 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥311.0052주 최고가JP¥1,073.0052주 최저가JP¥305.00베타-0.0341개월 변동-18.59%3개월 변동-42.51%1년 변동-69.89%3년 변동-57.25%5년 변동73.62%IPO 이후 변동-27.25%최근 뉴스 및 업데이트공시 • May 27TWOSTONE&Sons Inc. to Report Q3, 2026 Results on Jul 15, 2026TWOSTONE&Sons Inc. announced that they will report Q3, 2026 results on Jul 15, 2026New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.9b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (JP¥15.9b market cap, or US$99.9m).Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥355, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Professional Services industry in Japan. Total loss to shareholders of 36% over the past three years.New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.4% net profit margin).Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥453, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Professional Services industry in Japan. Total loss to shareholders of 20% over the past three years.Reported Earnings • Apr 16Second quarter 2026 earnings released: JP¥1.23 loss per share (vs JP¥8.02 profit in 2Q 2025)Second quarter 2026 results: JP¥1.23 loss per share (down from JP¥8.02 profit in 2Q 2025). Revenue: JP¥4.92b (up 3.1% from 2Q 2025). Net loss: JP¥54.0m (down 116% from profit in 2Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.더 많은 업데이트 보기Recent updates공시 • May 27TWOSTONE&Sons Inc. to Report Q3, 2026 Results on Jul 15, 2026TWOSTONE&Sons Inc. announced that they will report Q3, 2026 results on Jul 15, 2026New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.9b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (JP¥15.9b market cap, or US$99.9m).Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥355, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Professional Services industry in Japan. Total loss to shareholders of 36% over the past three years.New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.4% net profit margin).Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥453, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Professional Services industry in Japan. Total loss to shareholders of 20% over the past three years.Reported Earnings • Apr 16Second quarter 2026 earnings released: JP¥1.23 loss per share (vs JP¥8.02 profit in 2Q 2025)Second quarter 2026 results: JP¥1.23 loss per share (down from JP¥8.02 profit in 2Q 2025). Revenue: JP¥4.92b (up 3.1% from 2Q 2025). Net loss: JP¥54.0m (down 116% from profit in 2Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Apr 07TWOSTONE&Sons Inc. to Report Q2, 2026 Results on Apr 14, 2026TWOSTONE&Sons Inc. announced that they will report Q2, 2026 results on Apr 14, 2026Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥499, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 13x in the Professional Services industry in Japan. Total returns to shareholders of 6.0% over the past three years.분석 기사 • Feb 06TWOSTONE&Sons Inc. (TSE:7352) Shares Slammed 28% But Getting In Cheap Might Be Difficult RegardlessTWOSTONE&Sons Inc. ( TSE:7352 ) shareholders won't be pleased to see that the share price has had a very rough month...Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥8.44 (vs JP¥4.41 in 1Q 2025)First quarter 2026 results: EPS: JP¥8.44 (up from JP¥4.41 in 1Q 2025). Revenue: JP¥5.74b (up 39% from 1Q 2025). Net income: JP¥367.0m (up 92% from 1Q 2025). Profit margin: 6.4% (up from 4.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 08Does TWOSTONE&Sons (TSE:7352) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥745, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 14x in the Professional Services industry in Japan. Total returns to shareholders of 95% over the past three years.공시 • Nov 27TWOSTONE&Sons Inc. to Report Q1, 2026 Results on Jan 14, 2026TWOSTONE&Sons Inc. announced that they will report Q1, 2026 results on Jan 14, 2026분석 기사 • Nov 20We Think TWOSTONE&Sons (TSE:7352) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Oct 27Solid Earnings Reflect TWOSTONE&Sons' (TSE:7352) Strength As A BusinessInvestors were underwhelmed by the solid earnings posted by TWOSTONE&Sons Inc. ( TSE:7352 ) recently. We have done some...Reported Earnings • Oct 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥11.38 (up from JP¥4.43 in FY 2024). Revenue: JP¥18.1b (up 27% from FY 2024). Net income: JP¥494.0m (up 163% from FY 2024). Profit margin: 2.7% (up from 1.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.공시 • Oct 15TWOSTONE&Sons Inc., Annual General Meeting, Nov 27, 2025TWOSTONE&Sons Inc., Annual General Meeting, Nov 27, 2025.공시 • Aug 27TWOSTONE&Sons Inc. to Report Fiscal Year 2025 Results on Oct 15, 2025TWOSTONE&Sons Inc. announced that they will report fiscal year 2025 results on Oct 15, 2025분석 기사 • Aug 22TWOSTONE&Sons (TSE:7352) Could Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Upcoming Dividend • Aug 21Upcoming dividend of JP¥0.50 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 3.1% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.1%).분석 기사 • Jul 15Does TWOSTONE&Sons (TSE:7352) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Jul 15Third quarter 2025 earnings released: EPS: JP¥0.76 (vs JP¥0.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.76 (down from JP¥0.87 in 3Q 2024). Revenue: JP¥4.49b (up 25% from 3Q 2024). Net income: JP¥33.0m (down 11% from 3Q 2024). Profit margin: 0.7% (down from 1.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year whereas the company’s share price has increased by 55% per year.공시 • May 27TWOSTONE&Sons Inc. to Report Q3, 2025 Results on Jul 14, 2025TWOSTONE&Sons Inc. announced that they will report Q3, 2025 results on Jul 14, 2025분석 기사 • Apr 24Shareholders Can Be Confident That TWOSTONE&Sons' (TSE:7352) Earnings Are High QualityThe subdued stock price reaction suggests that TWOSTONE&Sons Inc.'s ( TSE:7352 ) strong earnings didn't offer any...공시 • Apr 15TWOSTONE&Sons Inc. (TSE:7352) signed a letter of intent to acquire 70% stake in SAICOOL Co., Ltd. from Shun Tsurugimochi for approximately ¥580 millionTWOSTONE&Sons Inc. (TSE:7352) signed a letter of intent to acquire 70% stake in SAICOOL Co., Ltd. from Shun Tsurugimochi for approximately ¥580 million on April 14, 2025. A cash consideration of ¥579 million will be paid by TWOSTONE&Sons Inc. As part of consideration, ¥579 million is paid towards common equity of SAICOOL Co., Ltd. For the period ending June 30, 2024, SAICOOL Co., Ltd. reported total revenue of ¥300 million, EBIT of ¥35 million and net income of ¥23 million. As of June 30, 2024, SAICOOL Co., Ltd. reported total assets of ¥172 million and total common equity of ¥75 million. The expected completion of the transaction is April 30, 2025.Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥8.02 (vs JP¥0.36 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥8.02 (up from JP¥0.36 loss in 2Q 2024). Revenue: JP¥4.77b (up 46% from 2Q 2024). Net income: JP¥348.0m (up JP¥363.0m from 2Q 2024). Profit margin: 7.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Apr 02With A 26% Price Drop For TWOSTONE&Sons Inc. (TSE:7352) You'll Still Get What You Pay ForTWOSTONE&Sons Inc. ( TSE:7352 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...분석 기사 • Mar 25Is TWOSTONE&Sons (TSE:7352) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Feb 27TWOSTONE&Sons Inc. to Report Q2, 2025 Results on Apr 14, 2025TWOSTONE&Sons Inc. announced that they will report Q2, 2025 results on Apr 14, 2025분석 기사 • Feb 26Investors Will Want TWOSTONE&Sons' (TSE:7352) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...분석 기사 • Jan 30TWOSTONE&Sons Inc. (TSE:7352) Stocks Shoot Up 30% But Its P/S Still Looks ReasonableDespite an already strong run, TWOSTONE&Sons Inc. ( TSE:7352 ) shares have been powering on, with a gain of 30% in the...Board Change • Jan 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Hajime Hasegawa was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥4.41 (vs JP¥0.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥4.41 (up from JP¥0.67 in 1Q 2024). Revenue: JP¥4.14b (up 28% from 1Q 2024). Net income: JP¥191.0m (up JP¥163.0m from 1Q 2024). Profit margin: 4.6% (up from 0.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jan 14Now 20% undervaluedOver the last 90 days, the stock has risen 19% to JP¥970. The fair value is estimated to be JP¥1,218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.분석 기사 • Jan 10Should You Be Adding TWOSTONE&Sons (TSE:7352) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Dec 11Is TWOSTONE&Sons (TSE:7352) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Nov 27TWOSTONE&Sons Inc. to Report Q1, 2025 Results on Jan 14, 2025TWOSTONE&Sons Inc. announced that they will report Q1, 2025 results on Jan 14, 2025분석 기사 • Oct 22We Think TWOSTONE&Sons' (TSE:7352) Healthy Earnings Might Be ConservativeTWOSTONE&Sons Inc.'s ( TSE:7352 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Reported Earnings • Oct 18Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥4.43 (up from JP¥4.05 in FY 2023). Revenue: JP¥14.3b (up 42% from FY 2023). Net income: JP¥188.0m (up 11% from FY 2023). Profit margin: 1.3% (down from 1.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 15TWOSTONE&Sons Inc., Annual General Meeting, Nov 28, 2024TWOSTONE&Sons Inc., Annual General Meeting, Nov 28, 2024.분석 기사 • Oct 08Capital Allocation Trends At TWOSTONE&Sons (TSE:7352) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...분석 기사 • Sep 02Here's Why TWOSTONE&Sons (TSE:7352) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Aug 27TWOSTONE&Sons Inc. to Report Fiscal Year 2024 Results on Oct 15, 2024TWOSTONE&Sons Inc. announced that they will report fiscal year 2024 results on Oct 15, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥0.50 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 02 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.0%).분석 기사 • Aug 05TWOSTONE&Sons Inc.'s (TSE:7352) 42% Cheaper Price Remains In Tune With RevenuesTo the annoyance of some shareholders, TWOSTONE&Sons Inc. ( TSE:7352 ) shares are down a considerable 42% in the last...Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥0.87 (vs JP¥2.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥0.87 (down from JP¥2.43 in 3Q 2023). Revenue: JP¥3.59b (up 41% from 3Q 2023). Net income: JP¥37.0m (down 64% from 3Q 2023). Profit margin: 1.0% (down from 4.0% in 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jun 02TWOSTONE&Sons Inc. to Report Q3, 2024 Results on Jul 12, 2024TWOSTONE&Sons Inc. announced that they will report Q3, 2024 results on Jul 12, 2024New Risk • May 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.7% net profit margin). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).공시 • May 01TWOSTONE&Sons Inc. has completed a Follow-on Equity Offering in the amount of ¥1.779466 billion.TWOSTONE&Sons Inc. has completed a Follow-on Equity Offering in the amount of ¥1.779466 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 1,230,000 Price\Range: ¥1446.72 Transaction Features: Subsequent Direct ListingReported Earnings • Apr 14Second quarter 2024 earnings released: JP¥0.36 loss per share (vs JP¥1.62 profit in 2Q 2023)Second quarter 2024 results: JP¥0.36 loss per share (down from JP¥1.62 profit in 2Q 2023). Revenue: JP¥3.27b (up 40% from 2Q 2023). Net loss: JP¥15.0m (down 122% from profit in 2Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Professional Services industry in Japan.공시 • Apr 14TWOSTONE&Sons Inc. has filed a Follow-on Equity Offering.TWOSTONE&Sons Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 1,230,000 Transaction Features: Subsequent Direct Listing분석 기사 • Mar 28If EPS Growth Is Important To You, TWOSTONE&Sons (TSE:7352) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...New Risk • Mar 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.3% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.3% average weekly change).공시 • Feb 28TWOSTONE&Sons Inc. to Report Q2, 2024 Results on Apr 12, 2024TWOSTONE&Sons Inc. announced that they will report Q2, 2024 results on Apr 12, 2024Reported Earnings • Jan 14First quarter 2024 earnings released: EPS: JP¥1.33 (vs JP¥1.38 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.33 (down from JP¥1.38 in 1Q 2023). Revenue: JP¥3.22b (up 44% from 1Q 2023). Net income: JP¥28.0m (down 3.4% from 1Q 2023). Profit margin: 0.9% (down from 1.3% in 1Q 2023). The decrease in margin was driven by higher expenses.Reported Earnings • Dec 05Full year 2023 earnings released: EPS: JP¥8.10 (vs JP¥6.43 in FY 2022)Full year 2023 results: EPS: JP¥8.10 (up from JP¥6.43 in FY 2022). Revenue: JP¥10.1b (up 46% from FY 2022). Net income: JP¥170.0m (up 27% from FY 2022). Profit margin: 1.7% (down from 2.0% in FY 2022). The decrease in margin was driven by higher expenses.공시 • Nov 30TWOSTONE&Sons Inc. to Report Q1, 2024 Results on Jan 12, 2024TWOSTONE&Sons Inc. announced that they will report Q1, 2024 results on Jan 12, 2024Reported Earnings • Oct 15Full year 2023 earnings released: EPS: JP¥8.10 (vs JP¥6.43 in FY 2022)Full year 2023 results: EPS: JP¥8.10 (up from JP¥6.43 in FY 2022). Revenue: JP¥10.1b (up 46% from FY 2022). Net income: JP¥170.0m (up 27% from FY 2022). Profit margin: 1.7% (down from 2.0% in FY 2022). The decrease in margin was driven by higher expenses.공시 • Oct 15TWOSTONE&Sons Inc., Annual General Meeting, Nov 29, 2023TWOSTONE&Sons Inc., Annual General Meeting, Nov 29, 2023.공시 • Aug 30TWOSTONE&Sons Inc. to Report Fiscal Year 2023 Results on Oct 13, 2023TWOSTONE&Sons Inc. announced that they will report fiscal year 2023 results on Oct 13, 2023Upcoming Dividend • Aug 23Upcoming dividend of JP¥1.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 29 November 2023. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.3%).New Risk • Jul 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Less than 3 years of financial data is available.Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥4.86 (vs JP¥3.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.86 (up from JP¥3.98 in 3Q 2022). Revenue: JP¥2.54b (up 41% from 3Q 2022). Net income: JP¥102.0m (up 23% from 3Q 2022). Profit margin: 4.0% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses.공시 • May 28Branding Engineer CO.,LTD. to Report Q3, 2023 Results on Jul 14, 2023Branding Engineer CO.,LTD. announced that they will report Q3, 2023 results on Jul 14, 2023Reported Earnings • Apr 16Second quarter 2023 earnings released: EPS: JP¥3.24 (vs JP¥1.54 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.24 (up from JP¥1.54 in 2Q 2022). Revenue: JP¥2.34b (up 48% from 2Q 2022). Net income: JP¥68.0m (up 113% from 2Q 2022). Profit margin: 2.9% (up from 2.0% in 2Q 2022). The increase in margin was driven by higher revenue.Buying Opportunity • Jan 05Now 25% undervaluedOver the last 90 days, the stock is up 46%. The fair value is estimated to be JP¥1,170, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 60% over the last year. Earnings per share has grown by 78%.공시 • Dec 01Branding Engineer CO.,LTD. to Report Q1, 2023 Results on Jan 13, 2023Branding Engineer CO.,LTD. announced that they will report Q1, 2023 results on Jan 13, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. was the last director to join the board, commencing their role in . The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Oct 16Branding Engineer CO.,LTD., Annual General Meeting, Nov 28, 2022Branding Engineer CO.,LTD., Annual General Meeting, Nov 28, 2022.공시 • May 29Branding Engineer CO.,LTD. to Report Q3, 2022 Results on Jul 14, 2022Branding Engineer CO.,LTD. announced that they will report Q3, 2022 results on Jul 14, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. was the last director to join the board, commencing their role in . The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Feb 04Branding Engineer CO.,LTD. to Report Q2, 2022 Results on Apr 14, 2022Branding Engineer CO.,LTD. announced that they will report Q2, 2022 results on Apr 14, 2022공시 • Jan 06Branding Engineer CO.,LTD. (TSE:7352) agreed to acquire TSR Solutions,. Inc.Branding Engineer CO.,LTD. (TSE:7352) agreed to acquire TSR Solutions,. Inc. on January 5, 2022.공시 • Dec 16Branding Engineer Inc. Pre-Launches GuildersBranding Engineer Inc. announced that it will start accepting pre-registrations for its Web 3.0 job network "Guilders (alpha version)" as an HRTech service using blockchain technology. Guilders is a platform for engineers to develop a global, borderless, and parallel career path for the Web 3.0 era. By using blockchain technology for the platform infrastructure itself, aim to solve the problems of the Web 3.0 industry including blockchain, crypto-assets, and metaverse as well as existing recruitment services. The use of scouting services has become a common practice in recruitment and job hunting, but the problem is that talented people who have no trouble finding a new job tend not to actively use scouting services to avoid receiving too many scouts. On the other hand, people who have trouble finding a job tend to describe their profiles in more detail.공시 • Jan 31Branding Engineer Co.,Ltd. to Report Q2, 2021 Results on Apr 14, 2021Branding Engineer Co.,Ltd. announced that they will report Q2, 2021 results on Apr 14, 2021Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥942, the stock is trading at a trailing P/E ratio of 57.9x, down from the previous P/E ratio of 68.3x. This compares to an average P/E of 20x in the Professional Services industry in Japan.Is New 90 Day High Low • Dec 07New 90-day low: JP¥1,258The company is down 44% from its price of JP¥2,260 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 10.0% over the same period.공시 • Aug 31Branding Engineer Co.,Ltd. to Report Fiscal Year 2020 Results on Oct 15, 2020Branding Engineer Co.,Ltd. announced that they will report fiscal year 2020 results on Oct 15, 2020공시 • Jul 08Branding Engineer Co., Ltd. has completed an IPO in the amount of ¥194.138 million.Branding Engineer Co., Ltd. has completed an IPO in the amount of ¥194.138 million. Security Name: Shares Security Type: Common Stock Securities Offered: 396,200 Price\Range: ¥490 Transaction Features: Sponsor Backed Offering주주 수익률7352JP Professional ServicesJP 시장7D-2.8%-0.7%4.2%1Y-69.9%17.5%44.4%전체 주주 수익률 보기수익률 대 산업: 7352은 지난 1년 동안 17.5%의 수익을 기록한 JP Professional Services 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 7352은 지난 1년 동안 44.4%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 7352's price volatile compared to industry and market?7352 volatility7352 Average Weekly Movement7.7%Professional Services Industry Average Movement3.8%Market Average Movement4.6%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.4%안정적인 주가: 7352의 주가는 지난 3개월 동안 JP 시장보다 변동성이 컸습니다.시간에 따른 변동성: 7352의 주간 변동성(8%)은 지난 1년 동안 안정적이었지만 JP 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트2013750Yasuyuki Kawabatatwostone-s.com는 일본에서 IT 서비스 사업을 영위하고 있습니다. 이 회사는 엔지니어 플랫폼 서비스와 마케팅 플랫폼 서비스의 두 가지 부문으로 운영됩니다. 전략 및 IT 컨설팅, IT 교육 서비스, 마케팅 및 IT 솔루션을 제공합니다.더 보기TWOSTONE&Sons Inc. 기초 지표 요약TWOSTONE&Sons의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7352 기초 통계시가총액JP¥14.14b순이익 (TTM)JP¥268.00m매출 (TTM)JP¥19.83b51.6x주가수익비율(P/E)0.7x주가매출비율(P/S)7352는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7352 손익계산서 (TTM)매출JP¥19.83b매출원가JP¥13.27b총이익JP¥6.56b기타 비용JP¥6.29b순이익JP¥268.00m최근 보고된 실적Feb 28, 2026다음 실적 발표일Jul 15, 2026주당순이익(EPS)6.03총이익률33.09%순이익률1.35%부채/자본 비율99.5%7352의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당0.2%현재 배당 수익률8%배당 성향7352는 안정적으로 배당을 지급합니까?7352 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 7352를 매수해야 하나요?TWOSTONE&Sons 배당 일정배당락일Aug 28 2026배당 지급일Nov 30 2026배당락일까지 남은 일수73 days배당 지급일까지 남은 일수167 days7352는 안정적으로 배당을 지급합니까?7352 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/16 07:55종가2026/06/16 00:00수익2026/02/28연간 수익2025/08/31데이터 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 소스TWOSTONE&Sons Inc.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hiroshi NayaIchiyoshi Research Institute Inc.
공시 • May 27TWOSTONE&Sons Inc. to Report Q3, 2026 Results on Jul 15, 2026TWOSTONE&Sons Inc. announced that they will report Q3, 2026 results on Jul 15, 2026
New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.9b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (JP¥15.9b market cap, or US$99.9m).
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥355, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Professional Services industry in Japan. Total loss to shareholders of 36% over the past three years.
New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.4% net profit margin).
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥453, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Professional Services industry in Japan. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Apr 16Second quarter 2026 earnings released: JP¥1.23 loss per share (vs JP¥8.02 profit in 2Q 2025)Second quarter 2026 results: JP¥1.23 loss per share (down from JP¥8.02 profit in 2Q 2025). Revenue: JP¥4.92b (up 3.1% from 2Q 2025). Net loss: JP¥54.0m (down 116% from profit in 2Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • May 27TWOSTONE&Sons Inc. to Report Q3, 2026 Results on Jul 15, 2026TWOSTONE&Sons Inc. announced that they will report Q3, 2026 results on Jul 15, 2026
New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.9b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (JP¥15.9b market cap, or US$99.9m).
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥355, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Professional Services industry in Japan. Total loss to shareholders of 36% over the past three years.
New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.4% net profit margin).
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥453, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Professional Services industry in Japan. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Apr 16Second quarter 2026 earnings released: JP¥1.23 loss per share (vs JP¥8.02 profit in 2Q 2025)Second quarter 2026 results: JP¥1.23 loss per share (down from JP¥8.02 profit in 2Q 2025). Revenue: JP¥4.92b (up 3.1% from 2Q 2025). Net loss: JP¥54.0m (down 116% from profit in 2Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Apr 07TWOSTONE&Sons Inc. to Report Q2, 2026 Results on Apr 14, 2026TWOSTONE&Sons Inc. announced that they will report Q2, 2026 results on Apr 14, 2026
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥499, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 13x in the Professional Services industry in Japan. Total returns to shareholders of 6.0% over the past three years.
분석 기사 • Feb 06TWOSTONE&Sons Inc. (TSE:7352) Shares Slammed 28% But Getting In Cheap Might Be Difficult RegardlessTWOSTONE&Sons Inc. ( TSE:7352 ) shareholders won't be pleased to see that the share price has had a very rough month...
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥8.44 (vs JP¥4.41 in 1Q 2025)First quarter 2026 results: EPS: JP¥8.44 (up from JP¥4.41 in 1Q 2025). Revenue: JP¥5.74b (up 39% from 1Q 2025). Net income: JP¥367.0m (up 92% from 1Q 2025). Profit margin: 6.4% (up from 4.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 08Does TWOSTONE&Sons (TSE:7352) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥745, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 14x in the Professional Services industry in Japan. Total returns to shareholders of 95% over the past three years.
공시 • Nov 27TWOSTONE&Sons Inc. to Report Q1, 2026 Results on Jan 14, 2026TWOSTONE&Sons Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
분석 기사 • Nov 20We Think TWOSTONE&Sons (TSE:7352) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Oct 27Solid Earnings Reflect TWOSTONE&Sons' (TSE:7352) Strength As A BusinessInvestors were underwhelmed by the solid earnings posted by TWOSTONE&Sons Inc. ( TSE:7352 ) recently. We have done some...
Reported Earnings • Oct 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥11.38 (up from JP¥4.43 in FY 2024). Revenue: JP¥18.1b (up 27% from FY 2024). Net income: JP¥494.0m (up 163% from FY 2024). Profit margin: 2.7% (up from 1.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
공시 • Oct 15TWOSTONE&Sons Inc., Annual General Meeting, Nov 27, 2025TWOSTONE&Sons Inc., Annual General Meeting, Nov 27, 2025.
공시 • Aug 27TWOSTONE&Sons Inc. to Report Fiscal Year 2025 Results on Oct 15, 2025TWOSTONE&Sons Inc. announced that they will report fiscal year 2025 results on Oct 15, 2025
분석 기사 • Aug 22TWOSTONE&Sons (TSE:7352) Could Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Upcoming Dividend • Aug 21Upcoming dividend of JP¥0.50 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 3.1% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.1%).
분석 기사 • Jul 15Does TWOSTONE&Sons (TSE:7352) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Jul 15Third quarter 2025 earnings released: EPS: JP¥0.76 (vs JP¥0.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.76 (down from JP¥0.87 in 3Q 2024). Revenue: JP¥4.49b (up 25% from 3Q 2024). Net income: JP¥33.0m (down 11% from 3Q 2024). Profit margin: 0.7% (down from 1.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year whereas the company’s share price has increased by 55% per year.
공시 • May 27TWOSTONE&Sons Inc. to Report Q3, 2025 Results on Jul 14, 2025TWOSTONE&Sons Inc. announced that they will report Q3, 2025 results on Jul 14, 2025
분석 기사 • Apr 24Shareholders Can Be Confident That TWOSTONE&Sons' (TSE:7352) Earnings Are High QualityThe subdued stock price reaction suggests that TWOSTONE&Sons Inc.'s ( TSE:7352 ) strong earnings didn't offer any...
공시 • Apr 15TWOSTONE&Sons Inc. (TSE:7352) signed a letter of intent to acquire 70% stake in SAICOOL Co., Ltd. from Shun Tsurugimochi for approximately ¥580 millionTWOSTONE&Sons Inc. (TSE:7352) signed a letter of intent to acquire 70% stake in SAICOOL Co., Ltd. from Shun Tsurugimochi for approximately ¥580 million on April 14, 2025. A cash consideration of ¥579 million will be paid by TWOSTONE&Sons Inc. As part of consideration, ¥579 million is paid towards common equity of SAICOOL Co., Ltd. For the period ending June 30, 2024, SAICOOL Co., Ltd. reported total revenue of ¥300 million, EBIT of ¥35 million and net income of ¥23 million. As of June 30, 2024, SAICOOL Co., Ltd. reported total assets of ¥172 million and total common equity of ¥75 million. The expected completion of the transaction is April 30, 2025.
Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥8.02 (vs JP¥0.36 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥8.02 (up from JP¥0.36 loss in 2Q 2024). Revenue: JP¥4.77b (up 46% from 2Q 2024). Net income: JP¥348.0m (up JP¥363.0m from 2Q 2024). Profit margin: 7.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Apr 02With A 26% Price Drop For TWOSTONE&Sons Inc. (TSE:7352) You'll Still Get What You Pay ForTWOSTONE&Sons Inc. ( TSE:7352 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
분석 기사 • Mar 25Is TWOSTONE&Sons (TSE:7352) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Feb 27TWOSTONE&Sons Inc. to Report Q2, 2025 Results on Apr 14, 2025TWOSTONE&Sons Inc. announced that they will report Q2, 2025 results on Apr 14, 2025
분석 기사 • Feb 26Investors Will Want TWOSTONE&Sons' (TSE:7352) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
분석 기사 • Jan 30TWOSTONE&Sons Inc. (TSE:7352) Stocks Shoot Up 30% But Its P/S Still Looks ReasonableDespite an already strong run, TWOSTONE&Sons Inc. ( TSE:7352 ) shares have been powering on, with a gain of 30% in the...
Board Change • Jan 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Hajime Hasegawa was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥4.41 (vs JP¥0.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥4.41 (up from JP¥0.67 in 1Q 2024). Revenue: JP¥4.14b (up 28% from 1Q 2024). Net income: JP¥191.0m (up JP¥163.0m from 1Q 2024). Profit margin: 4.6% (up from 0.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jan 14Now 20% undervaluedOver the last 90 days, the stock has risen 19% to JP¥970. The fair value is estimated to be JP¥1,218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
분석 기사 • Jan 10Should You Be Adding TWOSTONE&Sons (TSE:7352) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Dec 11Is TWOSTONE&Sons (TSE:7352) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Nov 27TWOSTONE&Sons Inc. to Report Q1, 2025 Results on Jan 14, 2025TWOSTONE&Sons Inc. announced that they will report Q1, 2025 results on Jan 14, 2025
분석 기사 • Oct 22We Think TWOSTONE&Sons' (TSE:7352) Healthy Earnings Might Be ConservativeTWOSTONE&Sons Inc.'s ( TSE:7352 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Reported Earnings • Oct 18Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥4.43 (up from JP¥4.05 in FY 2023). Revenue: JP¥14.3b (up 42% from FY 2023). Net income: JP¥188.0m (up 11% from FY 2023). Profit margin: 1.3% (down from 1.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 15TWOSTONE&Sons Inc., Annual General Meeting, Nov 28, 2024TWOSTONE&Sons Inc., Annual General Meeting, Nov 28, 2024.
분석 기사 • Oct 08Capital Allocation Trends At TWOSTONE&Sons (TSE:7352) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 • Sep 02Here's Why TWOSTONE&Sons (TSE:7352) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Aug 27TWOSTONE&Sons Inc. to Report Fiscal Year 2024 Results on Oct 15, 2024TWOSTONE&Sons Inc. announced that they will report fiscal year 2024 results on Oct 15, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥0.50 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 02 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.0%).
분석 기사 • Aug 05TWOSTONE&Sons Inc.'s (TSE:7352) 42% Cheaper Price Remains In Tune With RevenuesTo the annoyance of some shareholders, TWOSTONE&Sons Inc. ( TSE:7352 ) shares are down a considerable 42% in the last...
Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥0.87 (vs JP¥2.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥0.87 (down from JP¥2.43 in 3Q 2023). Revenue: JP¥3.59b (up 41% from 3Q 2023). Net income: JP¥37.0m (down 64% from 3Q 2023). Profit margin: 1.0% (down from 4.0% in 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jun 02TWOSTONE&Sons Inc. to Report Q3, 2024 Results on Jul 12, 2024TWOSTONE&Sons Inc. announced that they will report Q3, 2024 results on Jul 12, 2024
New Risk • May 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.7% net profit margin). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
공시 • May 01TWOSTONE&Sons Inc. has completed a Follow-on Equity Offering in the amount of ¥1.779466 billion.TWOSTONE&Sons Inc. has completed a Follow-on Equity Offering in the amount of ¥1.779466 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 1,230,000 Price\Range: ¥1446.72 Transaction Features: Subsequent Direct Listing
Reported Earnings • Apr 14Second quarter 2024 earnings released: JP¥0.36 loss per share (vs JP¥1.62 profit in 2Q 2023)Second quarter 2024 results: JP¥0.36 loss per share (down from JP¥1.62 profit in 2Q 2023). Revenue: JP¥3.27b (up 40% from 2Q 2023). Net loss: JP¥15.0m (down 122% from profit in 2Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Professional Services industry in Japan.
공시 • Apr 14TWOSTONE&Sons Inc. has filed a Follow-on Equity Offering.TWOSTONE&Sons Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 1,230,000 Transaction Features: Subsequent Direct Listing
분석 기사 • Mar 28If EPS Growth Is Important To You, TWOSTONE&Sons (TSE:7352) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
New Risk • Mar 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.3% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.3% average weekly change).
공시 • Feb 28TWOSTONE&Sons Inc. to Report Q2, 2024 Results on Apr 12, 2024TWOSTONE&Sons Inc. announced that they will report Q2, 2024 results on Apr 12, 2024
Reported Earnings • Jan 14First quarter 2024 earnings released: EPS: JP¥1.33 (vs JP¥1.38 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.33 (down from JP¥1.38 in 1Q 2023). Revenue: JP¥3.22b (up 44% from 1Q 2023). Net income: JP¥28.0m (down 3.4% from 1Q 2023). Profit margin: 0.9% (down from 1.3% in 1Q 2023). The decrease in margin was driven by higher expenses.
Reported Earnings • Dec 05Full year 2023 earnings released: EPS: JP¥8.10 (vs JP¥6.43 in FY 2022)Full year 2023 results: EPS: JP¥8.10 (up from JP¥6.43 in FY 2022). Revenue: JP¥10.1b (up 46% from FY 2022). Net income: JP¥170.0m (up 27% from FY 2022). Profit margin: 1.7% (down from 2.0% in FY 2022). The decrease in margin was driven by higher expenses.
공시 • Nov 30TWOSTONE&Sons Inc. to Report Q1, 2024 Results on Jan 12, 2024TWOSTONE&Sons Inc. announced that they will report Q1, 2024 results on Jan 12, 2024
Reported Earnings • Oct 15Full year 2023 earnings released: EPS: JP¥8.10 (vs JP¥6.43 in FY 2022)Full year 2023 results: EPS: JP¥8.10 (up from JP¥6.43 in FY 2022). Revenue: JP¥10.1b (up 46% from FY 2022). Net income: JP¥170.0m (up 27% from FY 2022). Profit margin: 1.7% (down from 2.0% in FY 2022). The decrease in margin was driven by higher expenses.
공시 • Oct 15TWOSTONE&Sons Inc., Annual General Meeting, Nov 29, 2023TWOSTONE&Sons Inc., Annual General Meeting, Nov 29, 2023.
공시 • Aug 30TWOSTONE&Sons Inc. to Report Fiscal Year 2023 Results on Oct 13, 2023TWOSTONE&Sons Inc. announced that they will report fiscal year 2023 results on Oct 13, 2023
Upcoming Dividend • Aug 23Upcoming dividend of JP¥1.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 29 November 2023. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.3%).
New Risk • Jul 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Less than 3 years of financial data is available.
Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥4.86 (vs JP¥3.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.86 (up from JP¥3.98 in 3Q 2022). Revenue: JP¥2.54b (up 41% from 3Q 2022). Net income: JP¥102.0m (up 23% from 3Q 2022). Profit margin: 4.0% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses.
공시 • May 28Branding Engineer CO.,LTD. to Report Q3, 2023 Results on Jul 14, 2023Branding Engineer CO.,LTD. announced that they will report Q3, 2023 results on Jul 14, 2023
Reported Earnings • Apr 16Second quarter 2023 earnings released: EPS: JP¥3.24 (vs JP¥1.54 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.24 (up from JP¥1.54 in 2Q 2022). Revenue: JP¥2.34b (up 48% from 2Q 2022). Net income: JP¥68.0m (up 113% from 2Q 2022). Profit margin: 2.9% (up from 2.0% in 2Q 2022). The increase in margin was driven by higher revenue.
Buying Opportunity • Jan 05Now 25% undervaluedOver the last 90 days, the stock is up 46%. The fair value is estimated to be JP¥1,170, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 60% over the last year. Earnings per share has grown by 78%.
공시 • Dec 01Branding Engineer CO.,LTD. to Report Q1, 2023 Results on Jan 13, 2023Branding Engineer CO.,LTD. announced that they will report Q1, 2023 results on Jan 13, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. was the last director to join the board, commencing their role in . The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Oct 16Branding Engineer CO.,LTD., Annual General Meeting, Nov 28, 2022Branding Engineer CO.,LTD., Annual General Meeting, Nov 28, 2022.
공시 • May 29Branding Engineer CO.,LTD. to Report Q3, 2022 Results on Jul 14, 2022Branding Engineer CO.,LTD. announced that they will report Q3, 2022 results on Jul 14, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. was the last director to join the board, commencing their role in . The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Feb 04Branding Engineer CO.,LTD. to Report Q2, 2022 Results on Apr 14, 2022Branding Engineer CO.,LTD. announced that they will report Q2, 2022 results on Apr 14, 2022
공시 • Jan 06Branding Engineer CO.,LTD. (TSE:7352) agreed to acquire TSR Solutions,. Inc.Branding Engineer CO.,LTD. (TSE:7352) agreed to acquire TSR Solutions,. Inc. on January 5, 2022.
공시 • Dec 16Branding Engineer Inc. Pre-Launches GuildersBranding Engineer Inc. announced that it will start accepting pre-registrations for its Web 3.0 job network "Guilders (alpha version)" as an HRTech service using blockchain technology. Guilders is a platform for engineers to develop a global, borderless, and parallel career path for the Web 3.0 era. By using blockchain technology for the platform infrastructure itself, aim to solve the problems of the Web 3.0 industry including blockchain, crypto-assets, and metaverse as well as existing recruitment services. The use of scouting services has become a common practice in recruitment and job hunting, but the problem is that talented people who have no trouble finding a new job tend not to actively use scouting services to avoid receiving too many scouts. On the other hand, people who have trouble finding a job tend to describe their profiles in more detail.
공시 • Jan 31Branding Engineer Co.,Ltd. to Report Q2, 2021 Results on Apr 14, 2021Branding Engineer Co.,Ltd. announced that they will report Q2, 2021 results on Apr 14, 2021
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥942, the stock is trading at a trailing P/E ratio of 57.9x, down from the previous P/E ratio of 68.3x. This compares to an average P/E of 20x in the Professional Services industry in Japan.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥1,258The company is down 44% from its price of JP¥2,260 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 10.0% over the same period.
공시 • Aug 31Branding Engineer Co.,Ltd. to Report Fiscal Year 2020 Results on Oct 15, 2020Branding Engineer Co.,Ltd. announced that they will report fiscal year 2020 results on Oct 15, 2020
공시 • Jul 08Branding Engineer Co., Ltd. has completed an IPO in the amount of ¥194.138 million.Branding Engineer Co., Ltd. has completed an IPO in the amount of ¥194.138 million. Security Name: Shares Security Type: Common Stock Securities Offered: 396,200 Price\Range: ¥490 Transaction Features: Sponsor Backed Offering
