View ValuationAB&CompanyLtd 향후 성장Future 기준 점검 3/6AB&CompanyLtd (는) 각각 연간 12.5% 및 6.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.3% 로 예상됩니다.핵심 정보12.5%이익 성장률12.45%EPS 성장률Consumer Services 이익 성장12.1%매출 성장률6.5%향후 자기자본이익률14.27%애널리스트 커버리지Low마지막 업데이트30 Mar 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates분석 기사 • Mar 24Some Investors May Be Willing To Look Past AB&CompanyLtd's (TSE:9251) Soft EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. We did some...Reported Earnings • Mar 18First quarter 2026 earnings released: EPS: JP¥20.15 (vs JP¥14.97 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.15 (up from JP¥14.97 in 1Q 2025). Revenue: JP¥5.23b (up 15% from 1Q 2025). Net income: JP¥287.0m (up 35% from 1Q 2025). Profit margin: 5.5% (up from 4.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.New Risk • Dec 19New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 95% Dividend yield: 5.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (64% net debt to equity). Dividend is not well covered by earnings (95% payout ratio).Reported Earnings • Dec 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥62.86 (down from JP¥75.59 in FY 2024). Revenue: JP¥19.4b (up 6.6% from FY 2024). Net income: JP¥893.0m (down 17% from FY 2024). Profit margin: 4.6% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.공시 • Dec 15AB&Company Co.,Ltd., Annual General Meeting, Jan 29, 2026AB&Company Co.,Ltd., Annual General Meeting, Jan 29, 2026.New Risk • Nov 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.3m) 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 High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.3m).Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,098, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 36% over the past three years.Upcoming Dividend • Oct 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 02 February 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.4%).New Risk • Sep 24New 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 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (5.1% average weekly change).분석 기사 • Sep 20AB&Company Co.,Ltd.'s (TSE:9251) 28% Price Boost Is Out Of Tune With EarningsThe AB&Company Co.,Ltd. ( TSE:9251 ) share price has done very well over the last month, posting an excellent gain of...분석 기사 • Sep 19We Think You Can Look Beyond AB&CompanyLtd's (TSE:9251) Lackluster EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. Our analysis...Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,228, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total returns to shareholders of 31% over the past three years.Reported Earnings • Sep 14Third quarter 2025 earnings released: EPS: JP¥22.60 (vs JP¥25.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.60 (down from JP¥25.58 in 3Q 2024). Revenue: JP¥4.96b (up 4.0% from 3Q 2024). Net income: JP¥322.0m (down 11% from 3Q 2024). Profit margin: 6.5% (down from 7.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Jul 24AB&Company Co.,Ltd. (TSE:9251) signed memorandum of understanding to acquire SENSE Co., Ltd from MCP2 Co., Ltd.AB&Company Co.,Ltd. (TSE:9251) signed memorandum of understanding to acquire SENSE Co., Ltd from MCP2 Co., Ltd on July 24, 2025. For the period ending November 30, 2024, SENSE Co., Ltd reported total revenue of ¥1.96 billion, EBIT of ¥117 million and net income of ¥74 million. As of November 30, 2024, SENSE Co., Ltd reported total assets of ¥582 million and total common equity of ¥376 million. The expected completion of the transaction is October 1, 2025 to October 31, 2025.Reported Earnings • Jun 15Second quarter 2025 earnings released: EPS: JP¥18.63 (vs JP¥20.42 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.63 (down from JP¥20.42 in 2Q 2024). Revenue: JP¥4.70b (up 3.1% from 2Q 2024). Net income: JP¥264.0m (down 8.7% from 2Q 2024). Profit margin: 5.6% (down from 6.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% 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 9% per year and the company’s share price has also increased by 9% per year.Reported Earnings • Mar 15First quarter 2025 earnings released: EPS: JP¥14.97 (vs JP¥14.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.97. Revenue: JP¥4.54b (up 8.2% from 1Q 2024). Net income: JP¥212.0m (flat on 1Q 2024). Profit margin: 4.7% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Consumer Services industry in Japan.Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥75.59. Revenue: JP¥18.2b (up 8.3% from FY 2023). Net income: JP¥1.08b (down 2.9% from FY 2023). Profit margin: 5.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Consumer Services industry in Japan.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Full-time Auditor Mari Kawamura was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Dec 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.1% 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: Minor Risks High level of debt (59% net debt to equity). Shareholders have been diluted in the past year (7.1% increase in shares outstanding). Market cap is less than US$100m (JP¥12.3b market cap, or US$77.6m).분석 기사 • Dec 21Some Investors May Be Willing To Look Past AB&CompanyLtd's (TSE:9251) Soft EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. We think...Reported Earnings • Dec 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥75.59. Revenue: JP¥18.2b (up 8.3% from FY 2023). Net income: JP¥1.08b (down 2.9% from FY 2023). Profit margin: 5.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan.공시 • Dec 13AB&Company Co.,Ltd., Annual General Meeting, Jan 30, 2025AB&Company Co.,Ltd., Annual General Meeting, Jan 30, 2025.Upcoming Dividend • Oct 23Upcoming dividend of JP¥28.07 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 29 January 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.7%).Reported Earnings • Sep 17Third quarter 2024 earnings released: EPS: JP¥25.58 (vs JP¥23.77 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.58 (up from JP¥23.77 in 3Q 2023). Revenue: JP¥4.77b (up 9.2% from 3Q 2023). Net income: JP¥362.0m (flat on 3Q 2023). Profit margin: 7.6% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan.공시 • Sep 05AB&Company Co.,Ltd. to Report Q3, 2024 Results on Sep 13, 2024AB&Company Co.,Ltd. announced that they will report Q3, 2024 results on Sep 13, 2024분석 기사 • Aug 05These 4 Measures Indicate That AB&CompanyLtd (TSE:9251) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jun 21We Like The Quality Of AB&CompanyLtd's (TSE:9251) EarningsAB&Company Co.,Ltd.'s ( TSE:9251 ) recent earnings report didn't offer any surprises, with the shares unchanged over...Reported Earnings • Jun 17Second quarter 2024 earnings released: EPS: JP¥20.49 (vs JP¥20.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.49 (down from JP¥20.60 in 2Q 2023). Revenue: JP¥4.56b (up 6.2% from 2Q 2023). Net income: JP¥290.0m (down 6.8% from 2Q 2023). Profit margin: 6.4% (down from 7.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Services industry in Japan.공시 • May 03AB&Company Co.,Ltd. to Report Q2, 2024 Results on Jun 14, 2024AB&Company Co.,Ltd. announced that they will report Q2, 2024 results on Jun 14, 2024Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥14.72 (vs JP¥16.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.72 (down from JP¥16.11 in 1Q 2023). Revenue: JP¥4.19b (up 7.7% from 1Q 2023). Net income: JP¥213.0m (down 12% from 1Q 2023). Profit margin: 5.1% (down from 6.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in Japan.공시 • Jan 28AB&Company Co., Ltd. to Report Q1, 2024 Results on Mar 18, 2024AB&Company Co., Ltd. announced that they will report Q1, 2024 results on Mar 18, 2024공시 • Dec 17AB&Company Co., Ltd., Annual General Meeting, Jan 26, 2024AB&Company Co., Ltd., Annual General Meeting, Jan 26, 2024.Reported Earnings • Dec 16Full year 2023 earnings released: EPS: JP¥73.46 (vs JP¥56.09 in FY 2022)Full year 2023 results: EPS: JP¥73.46 (up from JP¥56.09 in FY 2022). Revenue: JP¥16.8b (up 33% from FY 2022). Net income: JP¥1.11b (up 34% from FY 2022). Profit margin: 6.6% (in line with FY 2022).공시 • Dec 08AB&Company Co., Ltd. to Report Fiscal Year 2023 Results on Dec 15, 2023AB&Company Co., Ltd. announced that they will report fiscal year 2023 results on Dec 15, 2023Upcoming Dividend • Oct 23Upcoming dividend of JP¥28.07 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 30 January 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.8%).공시 • Oct 05AB&Company Co., Ltd. (TSE:9251) announces an Equity Buyback for 1,000,000 shares, representing 6.62% for ¥1,000 million.AB&Company Co., Ltd. (TSE:9251) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 6.62% of its issued share capital, for ¥1,000 million. The purpose of the program is to improve the distribution of the Company's common stock, improving capital efficiency and increase liquidity. The program will be valid till February 29, 2024. As of October 2, 2023, the company has 15,113,914 issued shares (excluding treasury stock) and 1,055 treasury shares.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,078, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 18x in the Consumer Services industry in Japan. Total returns to shareholders of 4.5% over the past year.Reported Earnings • Sep 16Third quarter 2023 earnings released: EPS: JP¥23.84 (vs JP¥19.57 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.84 (up from JP¥19.57 in 3Q 2022). Revenue: JP¥4.37b (up 39% from 3Q 2022). Net income: JP¥360.0m (up 24% from 3Q 2022). Profit margin: 8.2% (down from 9.3% in 3Q 2022). The decrease in margin was driven by higher expenses.Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥20.66 (vs JP¥19.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.66 (up from JP¥19.57 in 2Q 2022). Revenue: JP¥4.29b (up 37% from 2Q 2022). Net income: JP¥312.0m (up 7.6% from 2Q 2022). Profit margin: 7.3% (down from 9.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,175, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 56% over the past year.공시 • Jun 09AB&Company Co., Ltd. to Report Q2, 2023 Results on Jun 14, 2023AB&Company Co., Ltd. announced that they will report Q2, 2023 results on Jun 14, 2023공시 • Jan 29AB&Company Co., Ltd. to Report Q1, 2023 Results on Mar 15, 2023AB&Company Co., Ltd. announced that they will report Q1, 2023 results on Mar 15, 2023공시 • Dec 17AB&Company Co., Ltd., Annual General Meeting, Jan 27, 2023AB&Company Co., Ltd., Annual General Meeting, Jan 27, 2023.공시 • Oct 01AB&Company Co., Ltd. to Report Fiscal Year 2022 Results on Dec 15, 2022AB&Company Co., Ltd. announced that they will report fiscal year 2022 results on Dec 15, 2022Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥958, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Consumer Services industry in Japan.공시 • Jan 30AB&Company Co.,Ltd. to Report Q3, 2022 Results on Sep 14, 2022AB&Company Co.,Ltd. announced that they will report Q3, 2022 results on Sep 14, 2022Reported Earnings • Dec 16Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥63.86 (up from JP¥39.63 in FY 2020). Revenue: JP¥10.9b (up 13% from FY 2020). Net income: JP¥941.0m (up 61% from FY 2020). Profit margin: 8.6% (up from 6.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 23%, compared to a 14% growth forecast for the industry in Japan.이익 및 매출 성장 예측TSE:9251 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수10/31/202824,3001,470N/A4,015110/31/202723,2001,400N/A3,725110/31/202622,2001,350N/A3,39211/31/202620,0709682,8123,254N/A10/31/202519,3788932,4682,879N/A7/31/202518,8601,0092,5332,949N/A4/30/202518,6681,0492,2812,800N/A1/31/202518,5281,0752,4323,007N/A10/31/202418,1831,0762,6813,411N/A7/31/202417,7581,0592,1002,932N/A4/30/202417,3571,0572,5273,228N/A1/31/202417,0901,0792,2852,923N/A10/31/202316,7901,1082,1612,714N/A7/31/202316,3281,1372,6173,078N/A4/30/202315,0971,0672,2172,615N/A1/31/202313,7829562,1312,558N/A10/31/202212,5928301,9142,278N/A7/31/202211,488853N/AN/AN/A10/31/202110,9119411,8302,198N/A10/31/20209,630584N/AN/AN/A10/31/20198,700614N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9251 의 연간 예상 수익 증가율(12.5%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 9251 의 연간 수익(12.5%)이 JP 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 9251 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 9251 의 수익(연간 6.5%)이 JP 시장(연간 5.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 9251 의 수익(연간 6.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9251의 자본 수익률은 3년 후 14.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 10:37종가2026/05/25 00:00수익2026/01/31연간 수익2025/10/31데이터 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 소스AB&Company Co.,Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Satoru SekineDaiwa Securities Co. Ltd.Masatoshi NagataIchiyoshi Research Institute Inc.
분석 기사 • Mar 24Some Investors May Be Willing To Look Past AB&CompanyLtd's (TSE:9251) Soft EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. We did some...
Reported Earnings • Mar 18First quarter 2026 earnings released: EPS: JP¥20.15 (vs JP¥14.97 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.15 (up from JP¥14.97 in 1Q 2025). Revenue: JP¥5.23b (up 15% from 1Q 2025). Net income: JP¥287.0m (up 35% from 1Q 2025). Profit margin: 5.5% (up from 4.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
New Risk • Dec 19New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 95% Dividend yield: 5.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (64% net debt to equity). Dividend is not well covered by earnings (95% payout ratio).
Reported Earnings • Dec 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥62.86 (down from JP¥75.59 in FY 2024). Revenue: JP¥19.4b (up 6.6% from FY 2024). Net income: JP¥893.0m (down 17% from FY 2024). Profit margin: 4.6% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
공시 • Dec 15AB&Company Co.,Ltd., Annual General Meeting, Jan 29, 2026AB&Company Co.,Ltd., Annual General Meeting, Jan 29, 2026.
New Risk • Nov 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.3m) 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 High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.3m).
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,098, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 36% over the past three years.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 02 February 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.4%).
New Risk • Sep 24New 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 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (5.1% average weekly change).
분석 기사 • Sep 20AB&Company Co.,Ltd.'s (TSE:9251) 28% Price Boost Is Out Of Tune With EarningsThe AB&Company Co.,Ltd. ( TSE:9251 ) share price has done very well over the last month, posting an excellent gain of...
분석 기사 • Sep 19We Think You Can Look Beyond AB&CompanyLtd's (TSE:9251) Lackluster EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. Our analysis...
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,228, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total returns to shareholders of 31% over the past three years.
Reported Earnings • Sep 14Third quarter 2025 earnings released: EPS: JP¥22.60 (vs JP¥25.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.60 (down from JP¥25.58 in 3Q 2024). Revenue: JP¥4.96b (up 4.0% from 3Q 2024). Net income: JP¥322.0m (down 11% from 3Q 2024). Profit margin: 6.5% (down from 7.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Jul 24AB&Company Co.,Ltd. (TSE:9251) signed memorandum of understanding to acquire SENSE Co., Ltd from MCP2 Co., Ltd.AB&Company Co.,Ltd. (TSE:9251) signed memorandum of understanding to acquire SENSE Co., Ltd from MCP2 Co., Ltd on July 24, 2025. For the period ending November 30, 2024, SENSE Co., Ltd reported total revenue of ¥1.96 billion, EBIT of ¥117 million and net income of ¥74 million. As of November 30, 2024, SENSE Co., Ltd reported total assets of ¥582 million and total common equity of ¥376 million. The expected completion of the transaction is October 1, 2025 to October 31, 2025.
Reported Earnings • Jun 15Second quarter 2025 earnings released: EPS: JP¥18.63 (vs JP¥20.42 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.63 (down from JP¥20.42 in 2Q 2024). Revenue: JP¥4.70b (up 3.1% from 2Q 2024). Net income: JP¥264.0m (down 8.7% from 2Q 2024). Profit margin: 5.6% (down from 6.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% 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 9% per year and the company’s share price has also increased by 9% per year.
Reported Earnings • Mar 15First quarter 2025 earnings released: EPS: JP¥14.97 (vs JP¥14.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.97. Revenue: JP¥4.54b (up 8.2% from 1Q 2024). Net income: JP¥212.0m (flat on 1Q 2024). Profit margin: 4.7% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Consumer Services industry in Japan.
Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥75.59. Revenue: JP¥18.2b (up 8.3% from FY 2023). Net income: JP¥1.08b (down 2.9% from FY 2023). Profit margin: 5.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Consumer Services industry in Japan.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Full-time Auditor Mari Kawamura was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Dec 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.1% 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: Minor Risks High level of debt (59% net debt to equity). Shareholders have been diluted in the past year (7.1% increase in shares outstanding). Market cap is less than US$100m (JP¥12.3b market cap, or US$77.6m).
분석 기사 • Dec 21Some Investors May Be Willing To Look Past AB&CompanyLtd's (TSE:9251) Soft EarningsSoft earnings didn't appear to concern AB&Company Co.,Ltd.'s ( TSE:9251 ) shareholders over the last week. We think...
Reported Earnings • Dec 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥75.59. Revenue: JP¥18.2b (up 8.3% from FY 2023). Net income: JP¥1.08b (down 2.9% from FY 2023). Profit margin: 5.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan.
공시 • Dec 13AB&Company Co.,Ltd., Annual General Meeting, Jan 30, 2025AB&Company Co.,Ltd., Annual General Meeting, Jan 30, 2025.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥28.07 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 29 January 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.7%).
Reported Earnings • Sep 17Third quarter 2024 earnings released: EPS: JP¥25.58 (vs JP¥23.77 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.58 (up from JP¥23.77 in 3Q 2023). Revenue: JP¥4.77b (up 9.2% from 3Q 2023). Net income: JP¥362.0m (flat on 3Q 2023). Profit margin: 7.6% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan.
공시 • Sep 05AB&Company Co.,Ltd. to Report Q3, 2024 Results on Sep 13, 2024AB&Company Co.,Ltd. announced that they will report Q3, 2024 results on Sep 13, 2024
분석 기사 • Aug 05These 4 Measures Indicate That AB&CompanyLtd (TSE:9251) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jun 21We Like The Quality Of AB&CompanyLtd's (TSE:9251) EarningsAB&Company Co.,Ltd.'s ( TSE:9251 ) recent earnings report didn't offer any surprises, with the shares unchanged over...
Reported Earnings • Jun 17Second quarter 2024 earnings released: EPS: JP¥20.49 (vs JP¥20.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.49 (down from JP¥20.60 in 2Q 2023). Revenue: JP¥4.56b (up 6.2% from 2Q 2023). Net income: JP¥290.0m (down 6.8% from 2Q 2023). Profit margin: 6.4% (down from 7.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Services industry in Japan.
공시 • May 03AB&Company Co.,Ltd. to Report Q2, 2024 Results on Jun 14, 2024AB&Company Co.,Ltd. announced that they will report Q2, 2024 results on Jun 14, 2024
Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥14.72 (vs JP¥16.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.72 (down from JP¥16.11 in 1Q 2023). Revenue: JP¥4.19b (up 7.7% from 1Q 2023). Net income: JP¥213.0m (down 12% from 1Q 2023). Profit margin: 5.1% (down from 6.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in Japan.
공시 • Jan 28AB&Company Co., Ltd. to Report Q1, 2024 Results on Mar 18, 2024AB&Company Co., Ltd. announced that they will report Q1, 2024 results on Mar 18, 2024
공시 • Dec 17AB&Company Co., Ltd., Annual General Meeting, Jan 26, 2024AB&Company Co., Ltd., Annual General Meeting, Jan 26, 2024.
Reported Earnings • Dec 16Full year 2023 earnings released: EPS: JP¥73.46 (vs JP¥56.09 in FY 2022)Full year 2023 results: EPS: JP¥73.46 (up from JP¥56.09 in FY 2022). Revenue: JP¥16.8b (up 33% from FY 2022). Net income: JP¥1.11b (up 34% from FY 2022). Profit margin: 6.6% (in line with FY 2022).
공시 • Dec 08AB&Company Co., Ltd. to Report Fiscal Year 2023 Results on Dec 15, 2023AB&Company Co., Ltd. announced that they will report fiscal year 2023 results on Dec 15, 2023
Upcoming Dividend • Oct 23Upcoming dividend of JP¥28.07 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 30 January 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.8%).
공시 • Oct 05AB&Company Co., Ltd. (TSE:9251) announces an Equity Buyback for 1,000,000 shares, representing 6.62% for ¥1,000 million.AB&Company Co., Ltd. (TSE:9251) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 6.62% of its issued share capital, for ¥1,000 million. The purpose of the program is to improve the distribution of the Company's common stock, improving capital efficiency and increase liquidity. The program will be valid till February 29, 2024. As of October 2, 2023, the company has 15,113,914 issued shares (excluding treasury stock) and 1,055 treasury shares.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,078, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 18x in the Consumer Services industry in Japan. Total returns to shareholders of 4.5% over the past year.
Reported Earnings • Sep 16Third quarter 2023 earnings released: EPS: JP¥23.84 (vs JP¥19.57 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.84 (up from JP¥19.57 in 3Q 2022). Revenue: JP¥4.37b (up 39% from 3Q 2022). Net income: JP¥360.0m (up 24% from 3Q 2022). Profit margin: 8.2% (down from 9.3% in 3Q 2022). The decrease in margin was driven by higher expenses.
Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥20.66 (vs JP¥19.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.66 (up from JP¥19.57 in 2Q 2022). Revenue: JP¥4.29b (up 37% from 2Q 2022). Net income: JP¥312.0m (up 7.6% from 2Q 2022). Profit margin: 7.3% (down from 9.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,175, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 56% over the past year.
공시 • Jun 09AB&Company Co., Ltd. to Report Q2, 2023 Results on Jun 14, 2023AB&Company Co., Ltd. announced that they will report Q2, 2023 results on Jun 14, 2023
공시 • Jan 29AB&Company Co., Ltd. to Report Q1, 2023 Results on Mar 15, 2023AB&Company Co., Ltd. announced that they will report Q1, 2023 results on Mar 15, 2023
공시 • Dec 17AB&Company Co., Ltd., Annual General Meeting, Jan 27, 2023AB&Company Co., Ltd., Annual General Meeting, Jan 27, 2023.
공시 • Oct 01AB&Company Co., Ltd. to Report Fiscal Year 2022 Results on Dec 15, 2022AB&Company Co., Ltd. announced that they will report fiscal year 2022 results on Dec 15, 2022
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥958, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Consumer Services industry in Japan.
공시 • Jan 30AB&Company Co.,Ltd. to Report Q3, 2022 Results on Sep 14, 2022AB&Company Co.,Ltd. announced that they will report Q3, 2022 results on Sep 14, 2022
Reported Earnings • Dec 16Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥63.86 (up from JP¥39.63 in FY 2020). Revenue: JP¥10.9b (up 13% from FY 2020). Net income: JP¥941.0m (up 61% from FY 2020). Profit margin: 8.6% (up from 6.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 23%, compared to a 14% growth forecast for the industry in Japan.