This company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsEscrit (2196) 주식 개요는 일본에서 브라이덜 사업을 하고 있습니다. 자세히 보기2196 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적0/6재무 건전성2/6배당0/6위험 분석지난 1년 동안 주주가 크게 희석되었습니다.의미 있는 시가총액이 없습니다(¥4B)모든 위험 점검 보기2196 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¥166.0065.9% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b38b2016201920222025202620282031Revenue JP¥37.8bEarnings JP¥4.4bAdvancedSet Fair ValueView all narrativesEscrit Inc. 경쟁사BrassSymbol: TSE:2424Market cap: JP¥3.2bteno. HoldingsSymbol: TSE:7037Market cap: JP¥4.1bM H GroupSymbol: TSE:9439Market cap: JP¥2.8bThermae-Yu HoldingsSymbol: TSE:3521Market cap: JP¥4.0b가격 이력 및 성과Escrit 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥166.0052주 최고가JP¥407.0052주 최저가JP¥139.00베타01개월 변동0%3개월 변동1.22%1년 변동-13.54%3년 변동-48.45%5년 변동-60.85%IPO 이후 변동-29.06%최근 뉴스 및 업데이트Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥21.22 (vs JP¥50.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.22 (down from JP¥50.70 in 3Q 2025). Revenue: JP¥7.16b (down 8.2% from 3Q 2025). Net income: JP¥397.4m (down 42% from 3Q 2025). Profit margin: 5.6% (down from 8.8% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.New Risk • Jan 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 74% This is considered a major 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 Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (74% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥3.97b market cap, or US$25.2m).분석 기사 • Nov 14These 4 Measures Indicate That Escrit (TSE:2196) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Nov 14New 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 8.3% 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 Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.28b market cap, or US$21.2m).Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥24.43 loss per share (vs JP¥11.99 loss in 1Q 2025)First quarter 2026 results: JP¥24.43 loss per share (further deteriorated from JP¥11.99 loss in 1Q 2025). Revenue: JP¥5.09b (down 11% from 1Q 2025). Net loss: JP¥330.0m (loss widened 104% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.New Risk • Jul 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.05% Last year net profit margin: 1.2% 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: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.05% net profit margin). Market cap is less than US$100m (JP¥3.34b market cap, or US$22.7m).더 많은 업데이트 보기Recent updatesReported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥21.22 (vs JP¥50.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.22 (down from JP¥50.70 in 3Q 2025). Revenue: JP¥7.16b (down 8.2% from 3Q 2025). Net income: JP¥397.4m (down 42% from 3Q 2025). Profit margin: 5.6% (down from 8.8% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.New Risk • Jan 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 74% This is considered a major 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 Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (74% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥3.97b market cap, or US$25.2m).분석 기사 • Nov 14These 4 Measures Indicate That Escrit (TSE:2196) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Nov 14New 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 8.3% 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 Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.28b market cap, or US$21.2m).Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥24.43 loss per share (vs JP¥11.99 loss in 1Q 2025)First quarter 2026 results: JP¥24.43 loss per share (further deteriorated from JP¥11.99 loss in 1Q 2025). Revenue: JP¥5.09b (down 11% from 1Q 2025). Net loss: JP¥330.0m (loss widened 104% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.New Risk • Jul 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.05% Last year net profit margin: 1.2% 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: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.05% net profit margin). Market cap is less than US$100m (JP¥3.34b market cap, or US$22.7m).Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥1.04 (vs JP¥23.62 in FY 2024)Full year 2025 results: EPS: JP¥1.04 (down from JP¥23.62 in FY 2024). Revenue: JP¥26.2b (down 1.7% from FY 2024). Net income: JP¥14.0m (down 96% from FY 2024). Profit margin: 0.1% (down from 1.2% in FY 2024). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공시 • Jun 09TKP Corporation (TSE:3479) acquired additional 7.03% stake in Escrit Inc. (TSE:2196) from Hiroshi IwamotoTKP Corporation (TSE:3479) acquired additional 7.03% stake in Escrit Inc. (TSE:2196) from Hiroshi Iwamoto on June 6, 2025.TKP Corporation now owns 19.62% in Escrit Inc. after the acquisition. TKP Corporation (TSE:3479) completed the acquisition of 7.03% stake in Escrit Inc. (TSE:2196) from Hiroshi Iwamoto on June 6, 2025.New Risk • Jun 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.05% Last year net profit margin: 1.2% 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: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (18% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.05% net profit margin). Market cap is less than US$100m (JP¥3.19b market cap, or US$22.1m).Buy Or Sell Opportunity • May 27Now 39% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to JP¥327. The fair value is estimated to be JP¥236, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 68%.분석 기사 • May 26Even With A 30% Surge, Cautious Investors Are Not Rewarding Escrit Inc.'s (TSE:2196) Performance CompletelyThe Escrit Inc. ( TSE:2196 ) share price has done very well over the last month, posting an excellent gain of 30%. Not...New Risk • May 26New 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 11% 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 (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.34b market cap, or US$23.4m).공시 • May 23Laox Holdings CO.,LTD. (TSE:8202) acquired 5.66% stake in Escrit Inc. (TSE:2196) from Blocks Ltd. and Mayumi Iwamoto.Laox Holdings CO.,LTD. (TSE:8202) acquired 5.66% stake in Escrit Inc. (TSE:2196) from Blocks Ltd. and Mayumi Iwamoto on May 23, 2025. For the period ending December 31, 2024, Escrit Inc. reported total revenue of ¥61.52 billion, EBIT of ¥142 million and net income of ¥226 million. As of December 31, 2024, Escrit Inc. reported total assets of ¥44.06 billion and total common equity of ¥22.99 billion. Laox Holdings CO.,LTD. (TSE:8202) completed the acquisition of 5.66% stake in Escrit Inc. (TSE:2196) from Blocks Ltd. and Mayumi Iwamoto on May 23, 2025.Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥197, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 52% over the past three years.분석 기사 • May 23Escrit's (TSE:2196) Conservative Accounting Might Explain Soft EarningsEscrit Inc.'s ( TSE:2196 ) earnings announcement last week didn't impress shareholders. Despite the soft profit...Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥23.25 (vs JP¥23.62 in FY 2024)Full year 2025 results: EPS: JP¥23.25 (down from JP¥23.62 in FY 2024). Revenue: JP¥26.2b (down 1.7% from FY 2024). Net income: JP¥314.0m (down 1.6% from FY 2024). Profit margin: 1.2% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.공시 • May 15Escrit Inc., Annual General Meeting, Jun 24, 2025Escrit Inc., Annual General Meeting, Jun 24, 2025.분석 기사 • Apr 14Escrit's (TSE:2196) Returns On Capital Not Reflecting Well On The BusinessWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...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 5.7% 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: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥2.09b market cap, or US$14.3m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥154, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 62% over the past three years.공시 • Feb 28+ 3 more updatesEscrit Inc. to Report Q3, 2026 Results on Feb 13, 2026Escrit Inc. announced that they will report Q3, 2026 results on Feb 13, 2026Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥61.77 (vs JP¥53.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.77 (up from JP¥53.79 in 3Q 2024). Revenue: JP¥7.80b (flat on 3Q 2024). Net income: JP¥834.4m (up 15% from 3Q 2024). Profit margin: 11% (up from 9.3% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 18Second quarter 2025 earnings released: JP¥13.76 loss per share (vs JP¥11.65 loss in 2Q 2024)Second quarter 2025 results: JP¥13.76 loss per share (further deteriorated from JP¥11.65 loss in 2Q 2024). Revenue: JP¥5.74b (down 5.3% from 2Q 2024). Net loss: JP¥182.0m (loss widened 16% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 18First quarter 2025 earnings released: JP¥10.30 loss per share (vs JP¥22.10 loss in 1Q 2024)First quarter 2025 results: JP¥10.30 loss per share (improved from JP¥22.10 loss in 1Q 2024). Revenue: JP¥5.72b (flat on 1Q 2024). Net loss: JP¥142.0m (loss narrowed 52% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.분석 기사 • Aug 05Capital Allocation Trends At Escrit (TSE:2196) Aren't IdealTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...New Risk • Aug 05New 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 7.5% 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥2.62b market cap, or US$18.4m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to JP¥194, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 52% over the past three years.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Outside Independent Director Ken Goto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥45.82 (vs JP¥4.22 loss in FY 2023)Full year 2024 results: EPS: JP¥45.82 (up from JP¥4.22 loss in FY 2023). Revenue: JP¥26.6b (up 10% from FY 2023). Net income: JP¥619.0m (up JP¥676.0m from FY 2023). Profit margin: 2.3% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • May 16Escrit Inc., Annual General Meeting, Jun 25, 2024Escrit Inc., Annual General Meeting, Jun 25, 2024.분석 기사 • May 13We Think Escrit (TSE:2196) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Mar 02+ 3 more updatesEscrit Inc. to Report Q3, 2025 Results on Feb 14, 2025Escrit Inc. announced that they will report Q3, 2025 results on Feb 14, 2025Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥310, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 21x in the Consumer Services industry in Japan. Total loss to shareholders of 28% over the past three years.Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥70.47 (vs JP¥37.11 in 3Q 2023)Third quarter 2024 results: EPS: JP¥70.47 (up from JP¥37.11 in 3Q 2023). Revenue: JP¥7.82b (up 13% from 3Q 2023). Net income: JP¥952.0m (up 90% from 3Q 2023). Profit margin: 12% (up from 7.3% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 20Second quarter 2024 earnings released: JP¥0.55 loss per share (vs JP¥13.90 loss in 2Q 2023)Second quarter 2024 results: JP¥0.55 loss per share (improved from JP¥13.90 loss in 2Q 2023). Revenue: JP¥6.05b (up 11% from 2Q 2023). Net loss: JP¥7.41m (loss narrowed 96% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 17First quarter 2024 earnings released: JP¥16.58 loss per share (vs JP¥7.48 loss in 1Q 2023)First quarter 2024 results: JP¥16.58 loss per share (further deteriorated from JP¥7.48 loss in 1Q 2023). Revenue: JP¥5.76b (up 4.4% from 1Q 2023). Net loss: JP¥224.0m (loss widened 122% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥12.44 (vs JP¥18.66 in FY 2022)Full year 2023 results: EPS: JP¥12.44 (down from JP¥18.66 in FY 2022). Revenue: JP¥24.1b (up 8.5% from FY 2022). Net income: JP¥168.0m (down 33% from FY 2022). Profit margin: 0.7% (down from 1.1% in FY 2022). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • May 23Escrit Inc. Provides Consolidated Earnings Forecast for the Fiscal Year Ending March 31, 2024Escrit Inc. provided consolidated earnings forecast for the fiscal year ending March 31, 2024. For the year, the company expects net sales to be JPY 26,780 million, operating profit to be JPY 800 million, profit attributable to owners of parent to be JPY 400 million and basic earnings per share to be JPY 7.40.Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥12.44 (vs JP¥18.66 in FY 2022)Full year 2023 results: EPS: JP¥12.44 (down from JP¥18.66 in FY 2022). Revenue: JP¥24.1b (up 8.5% from FY 2022). Net income: JP¥168.0m (down 33% from FY 2022). Profit margin: 0.7% (down from 1.1% in FY 2022). 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.공시 • May 14Escrit Inc., Annual General Meeting, Jun 22, 2023Escrit Inc., Annual General Meeting, Jun 22, 2023.Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 3.6%. The fair value is estimated to be JP¥396, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Mar 20Now 22% undervaluedOver the last 90 days, the stock is up 8.7%. The fair value is estimated to be JP¥418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥49.66 (vs JP¥38.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.66 (up from JP¥38.37 in 3Q 2022). Revenue: JP¥6.90b (up 12% from 3Q 2022). Net income: JP¥670.8m (up 29% from 3Q 2022). Profit margin: 9.7% (up from 8.4% in 3Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.공시 • Nov 23Escrit Inc. Provides Consolidated Earnings Guidance for the Year 2023Escrit Inc. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 25,741 million, operating profit of JPY 500 million, profit attributable to owners of parent JPY 300 million and basic earnings per share of JPY 5.55.Reported Earnings • Nov 20Second quarter 2023 earnings released: JP¥5.55 loss per share (vs JP¥23.00 loss in 2Q 2022)Second quarter 2023 results: JP¥5.55 loss per share (improved from JP¥23.00 loss in 2Q 2022). Revenue: JP¥5.45b (up 15% from 2Q 2022). Net loss: JP¥74.9m (loss narrowed 76% from 2Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Price Target Changed • Nov 16Price target increased to JP¥450Up from JP¥410, the current price target is provided by 1 analyst. New target price is 34% above last closing price of JP¥335. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥5.60 for next year compared to JP¥18.65 last year.Buying Opportunity • Sep 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be JP¥455, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Sep 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥457, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Meanwhile, the company became loss making.공시 • Aug 20Escrit Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Escrit Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 25,741 million, operating profit of JPY 500 million, profit attributable to owners of parent of JPY 300 million and basic earnings per share of JPY 5.55.Reported Earnings • Aug 14First quarter 2023 earnings released: JP¥3.33 loss per share (vs JP¥26.35 profit in 1Q 2022)First quarter 2023 results: JP¥3.33 loss per share (down from JP¥26.35 profit in 1Q 2022). Revenue: JP¥5.52b (up 5.7% from 1Q 2022). Net loss: JP¥45.0m (down 113% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 16%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Buying Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥458, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is forecast to decline by 9.0% per annum over the same time period.Buying Opportunity • Jul 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥452, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is forecast to decline by 9.0% per annum over the same time period.Reported Earnings • Jun 27Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥35.31 (up from JP¥420 loss in FY 2021). Revenue: JP¥22.2b (up 72% from FY 2021). Net income: JP¥477.0m (up JP¥5.89b from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 9.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.공시 • May 24Escrit Inc. Provides Consolidated Earnings Forecast for the Fiscal Year Ending March 31, 2023Escrit Inc. provided consolidated earnings forecast for the fiscal year ending March 31, 2023. For the year, the company expected net sales to be JPY 25,741 million, Operating profit to be JPY 500 million, Profit attributable to owners of parent to be JPY 300 million and Basic earnings per share to be JPY 5.55.Price Target Changed • May 24Price target increased to JP¥450Up from JP¥410, the current price target is provided by 1 analyst. New target price is 11% above last closing price of JP¥405. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of JP¥5.60 for next year compared to JP¥35.31 last year.Major Estimate Revision • May 24Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥27.8b to JP¥25.7b. EPS estimate of -JP¥9.30 up from expected loss of JP¥5.60 per share previously. Consumer Services industry in Japan expected to see average net income growth of 28% next year. Consensus price target up from JP¥410 to JP¥450. Share price was steady at JP¥405 over the past week.Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥35.31 (up from JP¥420 loss in FY 2021). Revenue: JP¥22.2b (up 72% from FY 2021). Net income: JP¥477.0m (up JP¥5.89b from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 25%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.공시 • May 15Escrit Inc., Annual General Meeting, Jun 22, 2022Escrit Inc., Annual General Meeting, Jun 22, 2022.Buying Opportunity • May 10Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥518, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 28% over the last 3 years. Meanwhile, the company became loss making.공시 • Apr 07+ 3 more updatesEscrit Inc. to Report Q3, 2023 Results on Feb 14, 2023Escrit Inc. announced that they will report Q3, 2023 results on Feb 14, 2023공시 • Feb 22Escrit Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Escrit Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expects net sales of JPY 22,406 million, operating loss of JPY 1,174 million, profit attributable to owners of parent of JPY 100 million and basic loss per share of JPY 9.25.Reported Earnings • Feb 17Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥50.92 (up from JP¥61.42 loss in 3Q 2021). Revenue: JP¥6.18b (up 37% from 3Q 2021). Net income: JP¥687.8m (up JP¥1.52b from 3Q 2021). Profit margin: 11% (up from net loss in 3Q 2021). Revenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 24%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.공시 • Nov 24Escrit Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Escrit Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company excepted Net sales of JPY 22,406 million, Operating loss of JPY 1,174 million, Profit attributable to owners of parent of JPY 100 million and Basic loss per share of JPY 9.25.Reported Earnings • Nov 16Second quarter 2022 earnings released: JP¥14.65 loss per share (vs JP¥106 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥4.76b (up 85% from 2Q 2021). Net loss: JP¥197.9m (loss narrowed 86% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.Major Estimate Revision • Aug 20Consensus EPS estimates fall to -JP¥5.90The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥25.4b to JP¥24.7b. Now expected to report a loss of -JP¥5.90 instead of JP¥37.00 per share profit previously forecast. Consumer Services industry in Japan expected to see average net income growth of 43% next year. Consensus price target down from JP¥500 to JP¥400. Share price fell 13% to JP¥406 over the past week.Reported Earnings • Jun 27Full year 2021 earnings released: JP¥420 loss per share (vs JP¥38.72 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥12.9b (down 59% from FY 2020). Net loss: JP¥5.42b (down JP¥5.87b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Reported Earnings • May 22Full year 2021 earnings released: JP¥420 loss per share (vs JP¥38.72 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥12.9b (down 59% from FY 2020). Net loss: JP¥5.42b (down JP¥5.87b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.공시 • Apr 01Escrit Inc. announced that it has received ¥3 billion in funding from Sumitomo Mitsui Finance and Leasing Company, LimitedOn March 31, 2021, Escrit Inc. (TSE:2196) closed the transaction.공시 • Mar 04+ 3 more updatesEscrit Inc. to Report Q3, 2022 Results on Feb 15, 2022Escrit Inc. announced that they will report Q3, 2022 results on Feb 15, 2022Major Estimate Revision • Feb 25Analysts lower revenue estimates to JP¥11.1bThe 2021 consensus revenue estimate decreased from JP¥12.6b. Earnings per share (EPS) also decreased, with analysts lowering their estimates from -JP¥370 to -JP¥455 for the same period. The Consumer Services industry in Japan is expected to see an average net income growth of 26% next year. The consensus price target increased from JP¥400 to JP¥600. Share price is up 22% to JP¥469 over the past week.Reported Earnings • Feb 17Third quarter 2021 earnings released: JP¥61.42 loss per share (vs JP¥46.57 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥4.50b (down 46% from 3Q 2020). Net loss: JP¥830.0m (down 252% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Feb 17Revenue and earnings miss expectationsRevenue missed analyst estimates by 8.3%. Earnings per share (EPS) also missed analyst estimates by 69%. Over the next year, revenue is forecast to grow 48%, compared to a 8.8% growth forecast for the Consumer Services industry in Japan.공시 • Feb 16Escrit Inc. announced that it expects to receive ¥3 billion in funding from Sumitomo Mitsui Finance and Leasing Company, LimitedEscrit Inc. (TSE:2196) announced a private placement of 3,000 class A shares at an issue price of ¥1,000,000 per share for gross proceeds of ¥3,000,000,000 om February 15, 2021. The transaction will involve participation from Sumitomo Mitsui Finance and Leasing Company, Limited. The company will issue shares through third party allotment method. The transaction has been approved by the board of directors of the company. The investor will hold 100% stake in the company, post the closing. The company will have its extraordinary general meeting of shareholders scheduled to be held on March 25, 2021. The payment date is March 31, 2021.Is New 90 Day High Low • Feb 08New 90-day high: JP¥361The company is up 1.0% from its price of JP¥357 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is down 3.0% over the same period.Is New 90 Day High Low • Jan 12New 90-day low: JP¥303The company is down 18% from its price of JP¥370 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 11% over the same period.Is New 90 Day High Low • Dec 14New 90-day low: JP¥308The company is down 17% from its price of JP¥371 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 5.0% over the same period.Price Target Changed • Dec 01Price target lowered to JP¥400Down from JP¥900, the current price target is provided by 1 analyst. The new target price is 26% above the current share price of JP¥317. As of last close, the stock is down 60% over the past year.공시 • Jul 17Escrit Inc. announced that it expects to receive funding from SBI Financial Services Co., Ltd.Escrit Inc. (TSE:2196) announced a private placement of common shares on July 14, 2020. The transaction will include participation from SBI Financial Services Co., Ltd. The transaction has been approved by the company's board of directors.주주 수익률2196JP Consumer ServicesJP 시장7D6.4%-1.9%-3.1%1Y-13.5%13.8%38.2%전체 주주 수익률 보기수익률 대 산업: 2196은 지난 1년 동안 13.8%의 수익을 기록한 JP Consumer Services 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 2196은 지난 1년 동안 38.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 2196's price volatile compared to industry and market?2196 volatility2196 Average Weekly Movement2.8%Consumer Services Industry Average Movement3.9%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 2196는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 2196의 주간 변동성은 지난 1년간 11%에서 3%로 감소했습니다.회사 소개설립직원 수CEO웹사이트2003704Morihiro Shibutaniwww.escrit.jp는 일본에서 브라이덜 사업을 하고 있습니다. 결혼식과 피로연을 기획, 진행 및 관리합니다. 이 회사는 건설 및 부동산 사업에도 관여하고 있습니다.더 보기Escrit Inc. 기초 지표 요약Escrit의 순이익과 매출은 시가총액과 어떻게 비교됩니까?2196 기초 통계시가총액JP¥3.90b순이익 (TTM)-JP¥886.78m매출 (TTM)JP¥24.49b0.2x주가매출비율(P/S)-4.4x주가수익비율(P/E)2196는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표2196 손익계산서 (TTM)매출JP¥24.49b매출원가JP¥11.41b총이익JP¥13.08b기타 비용JP¥13.97b순이익-JP¥886.78m최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)-37.77총이익률53.41%순이익률-3.62%부채/자본 비율146.0%2196의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/04/01 04:32종가2026/03/27 00:00수익2025/12/31연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Escrit Inc.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Seiichiro SamejimaIchiyoshi Research Institute Inc.Michihiro AshiyaMizuho Securities Co., Ltd.Kiyoshi MoriOkasan Securities Co. Ltd.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥21.22 (vs JP¥50.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.22 (down from JP¥50.70 in 3Q 2025). Revenue: JP¥7.16b (down 8.2% from 3Q 2025). Net income: JP¥397.4m (down 42% from 3Q 2025). Profit margin: 5.6% (down from 8.8% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
New Risk • Jan 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 74% This is considered a major 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 Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (74% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥3.97b market cap, or US$25.2m).
분석 기사 • Nov 14These 4 Measures Indicate That Escrit (TSE:2196) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Nov 14New 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 8.3% 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 Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.28b market cap, or US$21.2m).
Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥24.43 loss per share (vs JP¥11.99 loss in 1Q 2025)First quarter 2026 results: JP¥24.43 loss per share (further deteriorated from JP¥11.99 loss in 1Q 2025). Revenue: JP¥5.09b (down 11% from 1Q 2025). Net loss: JP¥330.0m (loss widened 104% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
New Risk • Jul 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.05% Last year net profit margin: 1.2% 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: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.05% net profit margin). Market cap is less than US$100m (JP¥3.34b market cap, or US$22.7m).
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥21.22 (vs JP¥50.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.22 (down from JP¥50.70 in 3Q 2025). Revenue: JP¥7.16b (down 8.2% from 3Q 2025). Net income: JP¥397.4m (down 42% from 3Q 2025). Profit margin: 5.6% (down from 8.8% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
New Risk • Jan 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 74% This is considered a major 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 Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (74% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥3.97b market cap, or US$25.2m).
분석 기사 • Nov 14These 4 Measures Indicate That Escrit (TSE:2196) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Nov 14New 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 8.3% 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 Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.28b market cap, or US$21.2m).
Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥24.43 loss per share (vs JP¥11.99 loss in 1Q 2025)First quarter 2026 results: JP¥24.43 loss per share (further deteriorated from JP¥11.99 loss in 1Q 2025). Revenue: JP¥5.09b (down 11% from 1Q 2025). Net loss: JP¥330.0m (loss widened 104% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
New Risk • Jul 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.05% Last year net profit margin: 1.2% 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: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.05% net profit margin). Market cap is less than US$100m (JP¥3.34b market cap, or US$22.7m).
Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥1.04 (vs JP¥23.62 in FY 2024)Full year 2025 results: EPS: JP¥1.04 (down from JP¥23.62 in FY 2024). Revenue: JP¥26.2b (down 1.7% from FY 2024). Net income: JP¥14.0m (down 96% from FY 2024). Profit margin: 0.1% (down from 1.2% in FY 2024). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공시 • Jun 09TKP Corporation (TSE:3479) acquired additional 7.03% stake in Escrit Inc. (TSE:2196) from Hiroshi IwamotoTKP Corporation (TSE:3479) acquired additional 7.03% stake in Escrit Inc. (TSE:2196) from Hiroshi Iwamoto on June 6, 2025.TKP Corporation now owns 19.62% in Escrit Inc. after the acquisition. TKP Corporation (TSE:3479) completed the acquisition of 7.03% stake in Escrit Inc. (TSE:2196) from Hiroshi Iwamoto on June 6, 2025.
New Risk • Jun 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.05% Last year net profit margin: 1.2% 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: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (18% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.05% net profit margin). Market cap is less than US$100m (JP¥3.19b market cap, or US$22.1m).
Buy Or Sell Opportunity • May 27Now 39% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to JP¥327. The fair value is estimated to be JP¥236, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 68%.
분석 기사 • May 26Even With A 30% Surge, Cautious Investors Are Not Rewarding Escrit Inc.'s (TSE:2196) Performance CompletelyThe Escrit Inc. ( TSE:2196 ) share price has done very well over the last month, posting an excellent gain of 30%. Not...
New Risk • May 26New 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 11% 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 (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.34b market cap, or US$23.4m).
공시 • May 23Laox Holdings CO.,LTD. (TSE:8202) acquired 5.66% stake in Escrit Inc. (TSE:2196) from Blocks Ltd. and Mayumi Iwamoto.Laox Holdings CO.,LTD. (TSE:8202) acquired 5.66% stake in Escrit Inc. (TSE:2196) from Blocks Ltd. and Mayumi Iwamoto on May 23, 2025. For the period ending December 31, 2024, Escrit Inc. reported total revenue of ¥61.52 billion, EBIT of ¥142 million and net income of ¥226 million. As of December 31, 2024, Escrit Inc. reported total assets of ¥44.06 billion and total common equity of ¥22.99 billion. Laox Holdings CO.,LTD. (TSE:8202) completed the acquisition of 5.66% stake in Escrit Inc. (TSE:2196) from Blocks Ltd. and Mayumi Iwamoto on May 23, 2025.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥197, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 52% over the past three years.
분석 기사 • May 23Escrit's (TSE:2196) Conservative Accounting Might Explain Soft EarningsEscrit Inc.'s ( TSE:2196 ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥23.25 (vs JP¥23.62 in FY 2024)Full year 2025 results: EPS: JP¥23.25 (down from JP¥23.62 in FY 2024). Revenue: JP¥26.2b (down 1.7% from FY 2024). Net income: JP¥314.0m (down 1.6% from FY 2024). Profit margin: 1.2% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
공시 • May 15Escrit Inc., Annual General Meeting, Jun 24, 2025Escrit Inc., Annual General Meeting, Jun 24, 2025.
분석 기사 • Apr 14Escrit's (TSE:2196) Returns On Capital Not Reflecting Well On The BusinessWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
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 5.7% 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: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥2.09b market cap, or US$14.3m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥154, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 62% over the past three years.
공시 • Feb 28+ 3 more updatesEscrit Inc. to Report Q3, 2026 Results on Feb 13, 2026Escrit Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥61.77 (vs JP¥53.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.77 (up from JP¥53.79 in 3Q 2024). Revenue: JP¥7.80b (flat on 3Q 2024). Net income: JP¥834.4m (up 15% from 3Q 2024). Profit margin: 11% (up from 9.3% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 18Second quarter 2025 earnings released: JP¥13.76 loss per share (vs JP¥11.65 loss in 2Q 2024)Second quarter 2025 results: JP¥13.76 loss per share (further deteriorated from JP¥11.65 loss in 2Q 2024). Revenue: JP¥5.74b (down 5.3% from 2Q 2024). Net loss: JP¥182.0m (loss widened 16% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 18First quarter 2025 earnings released: JP¥10.30 loss per share (vs JP¥22.10 loss in 1Q 2024)First quarter 2025 results: JP¥10.30 loss per share (improved from JP¥22.10 loss in 1Q 2024). Revenue: JP¥5.72b (flat on 1Q 2024). Net loss: JP¥142.0m (loss narrowed 52% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 05Capital Allocation Trends At Escrit (TSE:2196) Aren't IdealTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
New Risk • Aug 05New 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 7.5% 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥2.62b market cap, or US$18.4m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to JP¥194, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 52% over the past three years.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Outside Independent Director Ken Goto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥45.82 (vs JP¥4.22 loss in FY 2023)Full year 2024 results: EPS: JP¥45.82 (up from JP¥4.22 loss in FY 2023). Revenue: JP¥26.6b (up 10% from FY 2023). Net income: JP¥619.0m (up JP¥676.0m from FY 2023). Profit margin: 2.3% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • May 16Escrit Inc., Annual General Meeting, Jun 25, 2024Escrit Inc., Annual General Meeting, Jun 25, 2024.
분석 기사 • May 13We Think Escrit (TSE:2196) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Mar 02+ 3 more updatesEscrit Inc. to Report Q3, 2025 Results on Feb 14, 2025Escrit Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥310, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 21x in the Consumer Services industry in Japan. Total loss to shareholders of 28% over the past three years.
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥70.47 (vs JP¥37.11 in 3Q 2023)Third quarter 2024 results: EPS: JP¥70.47 (up from JP¥37.11 in 3Q 2023). Revenue: JP¥7.82b (up 13% from 3Q 2023). Net income: JP¥952.0m (up 90% from 3Q 2023). Profit margin: 12% (up from 7.3% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 20Second quarter 2024 earnings released: JP¥0.55 loss per share (vs JP¥13.90 loss in 2Q 2023)Second quarter 2024 results: JP¥0.55 loss per share (improved from JP¥13.90 loss in 2Q 2023). Revenue: JP¥6.05b (up 11% from 2Q 2023). Net loss: JP¥7.41m (loss narrowed 96% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 17First quarter 2024 earnings released: JP¥16.58 loss per share (vs JP¥7.48 loss in 1Q 2023)First quarter 2024 results: JP¥16.58 loss per share (further deteriorated from JP¥7.48 loss in 1Q 2023). Revenue: JP¥5.76b (up 4.4% from 1Q 2023). Net loss: JP¥224.0m (loss widened 122% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥12.44 (vs JP¥18.66 in FY 2022)Full year 2023 results: EPS: JP¥12.44 (down from JP¥18.66 in FY 2022). Revenue: JP¥24.1b (up 8.5% from FY 2022). Net income: JP¥168.0m (down 33% from FY 2022). Profit margin: 0.7% (down from 1.1% in FY 2022). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • May 23Escrit Inc. Provides Consolidated Earnings Forecast for the Fiscal Year Ending March 31, 2024Escrit Inc. provided consolidated earnings forecast for the fiscal year ending March 31, 2024. For the year, the company expects net sales to be JPY 26,780 million, operating profit to be JPY 800 million, profit attributable to owners of parent to be JPY 400 million and basic earnings per share to be JPY 7.40.
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥12.44 (vs JP¥18.66 in FY 2022)Full year 2023 results: EPS: JP¥12.44 (down from JP¥18.66 in FY 2022). Revenue: JP¥24.1b (up 8.5% from FY 2022). Net income: JP¥168.0m (down 33% from FY 2022). Profit margin: 0.7% (down from 1.1% in FY 2022). 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.
공시 • May 14Escrit Inc., Annual General Meeting, Jun 22, 2023Escrit Inc., Annual General Meeting, Jun 22, 2023.
Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 3.6%. The fair value is estimated to be JP¥396, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Mar 20Now 22% undervaluedOver the last 90 days, the stock is up 8.7%. The fair value is estimated to be JP¥418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥49.66 (vs JP¥38.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.66 (up from JP¥38.37 in 3Q 2022). Revenue: JP¥6.90b (up 12% from 3Q 2022). Net income: JP¥670.8m (up 29% from 3Q 2022). Profit margin: 9.7% (up from 8.4% in 3Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
공시 • Nov 23Escrit Inc. Provides Consolidated Earnings Guidance for the Year 2023Escrit Inc. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 25,741 million, operating profit of JPY 500 million, profit attributable to owners of parent JPY 300 million and basic earnings per share of JPY 5.55.
Reported Earnings • Nov 20Second quarter 2023 earnings released: JP¥5.55 loss per share (vs JP¥23.00 loss in 2Q 2022)Second quarter 2023 results: JP¥5.55 loss per share (improved from JP¥23.00 loss in 2Q 2022). Revenue: JP¥5.45b (up 15% from 2Q 2022). Net loss: JP¥74.9m (loss narrowed 76% from 2Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Nov 16Price target increased to JP¥450Up from JP¥410, the current price target is provided by 1 analyst. New target price is 34% above last closing price of JP¥335. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥5.60 for next year compared to JP¥18.65 last year.
Buying Opportunity • Sep 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be JP¥455, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Sep 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥457, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Meanwhile, the company became loss making.
공시 • Aug 20Escrit Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Escrit Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 25,741 million, operating profit of JPY 500 million, profit attributable to owners of parent of JPY 300 million and basic earnings per share of JPY 5.55.
Reported Earnings • Aug 14First quarter 2023 earnings released: JP¥3.33 loss per share (vs JP¥26.35 profit in 1Q 2022)First quarter 2023 results: JP¥3.33 loss per share (down from JP¥26.35 profit in 1Q 2022). Revenue: JP¥5.52b (up 5.7% from 1Q 2022). Net loss: JP¥45.0m (down 113% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 16%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥458, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is forecast to decline by 9.0% per annum over the same time period.
Buying Opportunity • Jul 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥452, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is forecast to decline by 9.0% per annum over the same time period.
Reported Earnings • Jun 27Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥35.31 (up from JP¥420 loss in FY 2021). Revenue: JP¥22.2b (up 72% from FY 2021). Net income: JP¥477.0m (up JP¥5.89b from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 9.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
공시 • May 24Escrit Inc. Provides Consolidated Earnings Forecast for the Fiscal Year Ending March 31, 2023Escrit Inc. provided consolidated earnings forecast for the fiscal year ending March 31, 2023. For the year, the company expected net sales to be JPY 25,741 million, Operating profit to be JPY 500 million, Profit attributable to owners of parent to be JPY 300 million and Basic earnings per share to be JPY 5.55.
Price Target Changed • May 24Price target increased to JP¥450Up from JP¥410, the current price target is provided by 1 analyst. New target price is 11% above last closing price of JP¥405. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of JP¥5.60 for next year compared to JP¥35.31 last year.
Major Estimate Revision • May 24Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥27.8b to JP¥25.7b. EPS estimate of -JP¥9.30 up from expected loss of JP¥5.60 per share previously. Consumer Services industry in Japan expected to see average net income growth of 28% next year. Consensus price target up from JP¥410 to JP¥450. Share price was steady at JP¥405 over the past week.
Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥35.31 (up from JP¥420 loss in FY 2021). Revenue: JP¥22.2b (up 72% from FY 2021). Net income: JP¥477.0m (up JP¥5.89b from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 25%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
공시 • May 15Escrit Inc., Annual General Meeting, Jun 22, 2022Escrit Inc., Annual General Meeting, Jun 22, 2022.
Buying Opportunity • May 10Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥518, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 28% over the last 3 years. Meanwhile, the company became loss making.
공시 • Apr 07+ 3 more updatesEscrit Inc. to Report Q3, 2023 Results on Feb 14, 2023Escrit Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
공시 • Feb 22Escrit Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Escrit Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expects net sales of JPY 22,406 million, operating loss of JPY 1,174 million, profit attributable to owners of parent of JPY 100 million and basic loss per share of JPY 9.25.
Reported Earnings • Feb 17Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥50.92 (up from JP¥61.42 loss in 3Q 2021). Revenue: JP¥6.18b (up 37% from 3Q 2021). Net income: JP¥687.8m (up JP¥1.52b from 3Q 2021). Profit margin: 11% (up from net loss in 3Q 2021). Revenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 24%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
공시 • Nov 24Escrit Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Escrit Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company excepted Net sales of JPY 22,406 million, Operating loss of JPY 1,174 million, Profit attributable to owners of parent of JPY 100 million and Basic loss per share of JPY 9.25.
Reported Earnings • Nov 16Second quarter 2022 earnings released: JP¥14.65 loss per share (vs JP¥106 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥4.76b (up 85% from 2Q 2021). Net loss: JP¥197.9m (loss narrowed 86% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • Aug 20Consensus EPS estimates fall to -JP¥5.90The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥25.4b to JP¥24.7b. Now expected to report a loss of -JP¥5.90 instead of JP¥37.00 per share profit previously forecast. Consumer Services industry in Japan expected to see average net income growth of 43% next year. Consensus price target down from JP¥500 to JP¥400. Share price fell 13% to JP¥406 over the past week.
Reported Earnings • Jun 27Full year 2021 earnings released: JP¥420 loss per share (vs JP¥38.72 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥12.9b (down 59% from FY 2020). Net loss: JP¥5.42b (down JP¥5.87b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 22Full year 2021 earnings released: JP¥420 loss per share (vs JP¥38.72 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥12.9b (down 59% from FY 2020). Net loss: JP¥5.42b (down JP¥5.87b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
공시 • Apr 01Escrit Inc. announced that it has received ¥3 billion in funding from Sumitomo Mitsui Finance and Leasing Company, LimitedOn March 31, 2021, Escrit Inc. (TSE:2196) closed the transaction.
공시 • Mar 04+ 3 more updatesEscrit Inc. to Report Q3, 2022 Results on Feb 15, 2022Escrit Inc. announced that they will report Q3, 2022 results on Feb 15, 2022
Major Estimate Revision • Feb 25Analysts lower revenue estimates to JP¥11.1bThe 2021 consensus revenue estimate decreased from JP¥12.6b. Earnings per share (EPS) also decreased, with analysts lowering their estimates from -JP¥370 to -JP¥455 for the same period. The Consumer Services industry in Japan is expected to see an average net income growth of 26% next year. The consensus price target increased from JP¥400 to JP¥600. Share price is up 22% to JP¥469 over the past week.
Reported Earnings • Feb 17Third quarter 2021 earnings released: JP¥61.42 loss per share (vs JP¥46.57 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥4.50b (down 46% from 3Q 2020). Net loss: JP¥830.0m (down 252% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Feb 17Revenue and earnings miss expectationsRevenue missed analyst estimates by 8.3%. Earnings per share (EPS) also missed analyst estimates by 69%. Over the next year, revenue is forecast to grow 48%, compared to a 8.8% growth forecast for the Consumer Services industry in Japan.
공시 • Feb 16Escrit Inc. announced that it expects to receive ¥3 billion in funding from Sumitomo Mitsui Finance and Leasing Company, LimitedEscrit Inc. (TSE:2196) announced a private placement of 3,000 class A shares at an issue price of ¥1,000,000 per share for gross proceeds of ¥3,000,000,000 om February 15, 2021. The transaction will involve participation from Sumitomo Mitsui Finance and Leasing Company, Limited. The company will issue shares through third party allotment method. The transaction has been approved by the board of directors of the company. The investor will hold 100% stake in the company, post the closing. The company will have its extraordinary general meeting of shareholders scheduled to be held on March 25, 2021. The payment date is March 31, 2021.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥361The company is up 1.0% from its price of JP¥357 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Jan 12New 90-day low: JP¥303The company is down 18% from its price of JP¥370 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 11% over the same period.
Is New 90 Day High Low • Dec 14New 90-day low: JP¥308The company is down 17% from its price of JP¥371 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 5.0% over the same period.
Price Target Changed • Dec 01Price target lowered to JP¥400Down from JP¥900, the current price target is provided by 1 analyst. The new target price is 26% above the current share price of JP¥317. As of last close, the stock is down 60% over the past year.
공시 • Jul 17Escrit Inc. announced that it expects to receive funding from SBI Financial Services Co., Ltd.Escrit Inc. (TSE:2196) announced a private placement of common shares on July 14, 2020. The transaction will include participation from SBI Financial Services Co., Ltd. The transaction has been approved by the company's board of directors.
