Beaglee (3981) 주식 개요는 일본에서 플랫폼 및 콘텐츠 사업을 영위하고 있습니다. 자세히 보기3981 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적2/6재무 건전성6/6배당3/6강점공정 가치 추정치보다 낮은 67.8% 에서 거래위험 분석이익 마진 (3.8%)이 지난해 (6.7%)보다 낮습니다.의미 있는 시가총액이 없습니다(¥7B)불안정한 배당 실적모든 위험 점검 보기3981 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¥1.24k46.0% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture019b2016201920222025202620282031Revenue JP¥16.4bEarnings JP¥624.8mAdvancedSet Fair ValueView all narrativesBeaglee Inc. 경쟁사PRONISymbol: TSE:479AMarket cap: JP¥6.4bPlanetSymbol: TSE:2391Market cap: JP¥8.1bMirrativSymbol: TSE:472AMarket cap: JP¥8.2bGurunaviSymbol: TSE:2440Market cap: JP¥6.9b가격 이력 및 성과Beaglee 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥1,239.0052주 최고가JP¥1,370.0052주 최저가JP¥1,201.00베타0.351개월 변동-3.13%3개월 변동-3.20%1년 변동-6.28%3년 변동10.53%5년 변동-5.56%IPO 이후 변동-40.38%최근 뉴스 및 업데이트Reported Earnings • May 16First quarter 2026 earnings released: EPS: JP¥5.37 (vs JP¥16.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.37 (down from JP¥16.53 in 1Q 2025). Revenue: JP¥3.77b (down 9.2% from 1Q 2025). Net income: JP¥30.0m (down 68% from 1Q 2025). Profit margin: 0.8% (down from 2.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Feb 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.1% Last year net profit margin: 7.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥7.11b market cap, or US$46.5m).Reported Earnings • Feb 15Full year 2025 earnings released: EPS: JP¥122 (vs JP¥220 in FY 2024)Full year 2025 results: EPS: JP¥122 (down from JP¥220 in FY 2024). Revenue: JP¥16.7b (down 9.4% from FY 2024). Net income: JP¥683.0m (down 48% from FY 2024). Profit margin: 4.1% (down from 7.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Feb 13Beaglee Inc., Annual General Meeting, Mar 27, 2026Beaglee Inc., Annual General Meeting, Mar 27, 2026.New Risk • Jan 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥7.00b market cap, or US$44.3m).Upcoming Dividend • Dec 22Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).더 많은 업데이트 보기Recent updatesReported Earnings • May 16First quarter 2026 earnings released: EPS: JP¥5.37 (vs JP¥16.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.37 (down from JP¥16.53 in 1Q 2025). Revenue: JP¥3.77b (down 9.2% from 1Q 2025). Net income: JP¥30.0m (down 68% from 1Q 2025). Profit margin: 0.8% (down from 2.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Feb 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.1% Last year net profit margin: 7.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥7.11b market cap, or US$46.5m).Reported Earnings • Feb 15Full year 2025 earnings released: EPS: JP¥122 (vs JP¥220 in FY 2024)Full year 2025 results: EPS: JP¥122 (down from JP¥220 in FY 2024). Revenue: JP¥16.7b (down 9.4% from FY 2024). Net income: JP¥683.0m (down 48% from FY 2024). Profit margin: 4.1% (down from 7.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Feb 13Beaglee Inc., Annual General Meeting, Mar 27, 2026Beaglee Inc., Annual General Meeting, Mar 27, 2026.New Risk • Jan 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥7.00b market cap, or US$44.3m).Upcoming Dividend • Dec 22Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).공시 • Dec 03Beaglee Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Beaglee Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: JP¥50.11 (vs JP¥47.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥50.11. Revenue: JP¥4.36b (down 9.0% from 3Q 2024). Net income: JP¥280.0m (down 1.1% from 3Q 2024). Profit margin: 6.4% (up from 5.9% in 3Q 2024). The increase in margin was driven by lower expenses.공시 • Sep 03Beaglee Inc. to Report Q3, 2025 Results on Nov 14, 2025Beaglee Inc. announced that they will report Q3, 2025 results on Nov 14, 2025공시 • Aug 29+ 1 more updateBeaglee Inc. Provides Revised Dividend Guidance for the Year Ending December 31, 2025Beaglee Inc. provided revised dividend guidance for the year ending December 31, 2025. For the year company expects to pay dividend of JPY 42.00 per share compared to JPY 23.00 per share a year ago.분석 기사 • Aug 18Beaglee (TSE:3981) Is Paying Out A Larger Dividend Than Last YearThe board of Beaglee Inc. ( TSE:3981 ) has announced that it will be paying its dividend of ¥42.00 on the 30th of...Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: JP¥20.35 (vs JP¥39.45 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.35 (down from JP¥39.45 in 2Q 2024). Revenue: JP¥4.19b (down 12% from 2Q 2024). Net income: JP¥113.7m (down 52% from 2Q 2024). Profit margin: 2.7% (down from 5.0% in 2Q 2024). The decrease in margin was driven by lower revenue. 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 2% per year, which means it is significantly lagging earnings.공시 • Jun 03Beaglee Inc. to Report Q2, 2025 Results on Aug 14, 2025Beaglee Inc. announced that they will report Q2, 2025 results on Aug 14, 2025공시 • May 29+ 1 more updateBeaglee Inc. Provides Consolidated Earnings Guidance for Full Year Ending December 31, 2025Beaglee Inc. provided consolidated earnings guidance for full year ending December 31, 2025. For the full year, the company expected net sales of JPY 19,593 million, operating profit of JPY 1,709 million, profit attributable to owners of parent of JPY 885 million, net income per share of JPY 159.02 per basic share.Reported Earnings • May 21First quarter 2025 earnings released: EPS: JP¥16.48 (vs JP¥33.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.48 (down from JP¥33.67 in 1Q 2024). Revenue: JP¥4.15b (down 12% from 1Q 2024). Net income: JP¥92.0m (down 55% from 1Q 2024). Profit margin: 2.2% (down from 4.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Kubo Shinichiro was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,180, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 25% over the past three years.분석 기사 • Apr 07Cautious Investors Not Rewarding Beaglee Inc.'s (TSE:3981) Performance CompletelyBeaglee Inc.'s ( TSE:3981 ) price-to-earnings (or "P/E") ratio of 5.6x might make it look like a strong buy right now...공시 • Mar 07Beaglee Inc. to Report Q1, 2025 Results on May 15, 2025Beaglee Inc. announced that they will report Q1, 2025 results on May 15, 2025공시 • Mar 03+ 1 more updateBeaglee Inc. Announces Year End Dividend for the Fiscal Year Ended December 31, 2024, Payable on March 28, 2025; Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2025Beaglee Inc. announced year end dividend for the Fiscal Year ended December 31, 2024, Payable on March 28, 2025 and Provided Dividend Guidance for the Fiscal Year Ending December 31, 2025. For the Fiscal Year ended December 31, 2024, the company reported dividend of JPY 23.00 per share against JPY 15.00 per share paid a year ago. For the year Ending December 31, 2025, the company expects year end dividend of JPY 48.00 per share against JPY 23.00 per share a year ago.분석 기사 • Feb 25Beaglee's (TSE:3981) Earnings Seem To Be PromisingThe market seemed underwhelmed by the solid earnings posted by Beaglee Inc. ( TSE:3981 ) recently. Our analysis...New Risk • Feb 21New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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: Major Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥9.82b market cap, or US$65.6m).Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥220 (vs JP¥115 in FY 2023)Full year 2024 results: EPS: JP¥220 (up from JP¥115 in FY 2023). Revenue: JP¥18.4b (down 3.3% from FY 2023). Net income: JP¥1.30b (up 89% from FY 2023). Profit margin: 7.1% (up from 3.6% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Feb 14Beaglee Inc., Annual General Meeting, Mar 27, 2025Beaglee Inc., Annual General Meeting, Mar 27, 2025.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,928, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 60% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).분석 기사 • Dec 11Beaglee Inc.'s (TSE:3981) Shares Leap 27% Yet They're Still Not Telling The Full StoryThe Beaglee Inc. ( TSE:3981 ) share price has done very well over the last month, posting an excellent gain of 27%. The...Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,536, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 13% over the past three years.분석 기사 • Dec 03Beaglee (TSE:3981) Will Pay A Larger Dividend Than Last Year At ¥17.00Beaglee Inc.'s ( TSE:3981 ) periodic dividend will be increasing on the 31st of March to ¥17.00, with investors...공시 • Dec 03Beaglee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025Beaglee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (JP¥8.19b market cap, or US$54.0m).분석 기사 • Nov 06Beaglee (TSE:3981) Is Paying Out A Larger Dividend Than Last YearThe board of Beaglee Inc. ( TSE:3981 ) has announced that it will be increasing its dividend by 13% on the 31st of...분석 기사 • Oct 23Beaglee's (TSE:3981) Dividend Will Be Increased To ¥17.00The board of Beaglee Inc. ( TSE:3981 ) has announced that the dividend on 31st of March will be increased to ¥17.00...분석 기사 • Oct 08Beaglee (TSE:3981) Has Announced That It Will Be Increasing Its Dividend To ¥17.00Beaglee Inc. ( TSE:3981 ) will increase its dividend on the 31st of March to ¥17.00, which is 13% higher than last...분석 기사 • Sep 24Beaglee (TSE:3981) Is Paying Out A Larger Dividend Than Last YearBeaglee Inc. ( TSE:3981 ) will increase its dividend on the 31st of March to ¥17.00, which is 13% higher than last...분석 기사 • Sep 02Beaglee's (TSE:3981) Dividend Will Be Increased To ¥17.00The board of Beaglee Inc. ( TSE:3981 ) has announced that it will be increasing its dividend by 13% on the 31st of...공시 • Aug 30Beaglee Inc. to Report Q3, 2024 Results on Nov 14, 2024Beaglee Inc. announced that they will report Q3, 2024 results on Nov 14, 2024분석 기사 • Aug 26The Strong Earnings Posted By Beaglee (TSE:3981) Are A Good Indication Of The Strength Of The BusinessBeaglee Inc. ( TSE:3981 ) recently posted some strong earnings, and the market responded positively. We have done some...Reported Earnings • Aug 19Second quarter 2024 earnings released: EPS: JP¥39.45 (vs JP¥28.65 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.45 (up from JP¥28.65 in 2Q 2023). Revenue: JP¥4.77b (flat on 2Q 2023). Net income: JP¥238.0m (up 38% from 2Q 2023). Profit margin: 5.0% (up from 3.6% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.분석 기사 • Aug 19Beaglee's (TSE:3981) Dividend Will Be Increased To ¥17.00The board of Beaglee Inc. ( TSE:3981 ) has announced that the dividend on 31st of March will be increased to ¥17.00...공시 • Aug 16Beaglee Inc. (TSE:3981) announces an Equity Buyback for 700,000 shares, representing 11.6% for ¥700 million.Beaglee Inc. (TSE:3981) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 11.60% of its outstanding shares for ¥700 million. The purpose of the program is to enhance capital efficiency and to implement a flexible capital policy in response to changes in the business environment. The plan will be valid up to August 14, 2025. As of June 30, 2024, the company had 6,033,813 shares outstanding and 230,173 shares in treasury.Declared Dividend • Aug 16Dividend increased to JP¥17.00Dividend of JP¥17.00 is 13% higher than last year. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 5%.분석 기사 • Aug 07Beaglee Inc. (TSE:3981) Could Be Riskier Than It LooksWith a price-to-earnings (or "P/E") ratio of 9.4x Beaglee Inc. ( TSE:3981 ) may be sending bullish signals at the...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,061, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 24% over the past three years.Reported Earnings • May 20First quarter 2024 earnings released: EPS: JP¥33.67 (vs JP¥28.01 in 1Q 2023)First quarter 2024 results: EPS: JP¥33.67 (up from JP¥28.01 in 1Q 2023). Revenue: JP¥4.70b (flat on 1Q 2023). Net income: JP¥203.0m (up 21% from 1Q 2023). Profit margin: 4.3% (up from 3.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Mar 28Beaglee Inc. to Report Q1, 2024 Results on May 15, 2024Beaglee Inc. announced that they will report Q1, 2024 results on May 15, 2024공시 • Mar 01+ 1 more updateBeaglee Inc. Reports Dividend Results for the Fiscal Year Ending December 31, 2023, Payable on March 29, 2024; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2024Beaglee Inc. reported dividend results for the fiscal year ending December 31, 2023, Payable on March 29, 2024; provided dividend guidance for the fiscal year ending December 31, 2024. For the year, the company reported dividend of JPY 15.00 per share against JPY 12.00 per share paid a year ago.For the year, the company expected dividend of JPY 17.00 per share against JPY 15.00 per share paid a year ago.Reported Earnings • Feb 20Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥115 (up from JP¥111 in FY 2022). Revenue: JP¥19.1b (up 2.0% from FY 2022). Net income: JP¥689.0m (up 3.8% from FY 2022). Profit margin: 3.6% (in line with FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 29%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Feb 16Beaglee Inc., Annual General Meeting, Mar 28, 2024Beaglee Inc., Annual General Meeting, Mar 28, 2024.Upcoming Dividend • Dec 21Upcoming dividend of JP¥15.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).공시 • Dec 05Beaglee Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024Beaglee Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024Reported Earnings • Nov 20Third quarter 2023 earnings released: EPS: JP¥45.76 (vs JP¥18.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥45.76 (up from JP¥18.60 in 3Q 2022). Revenue: JP¥5.03b (up 6.3% from 3Q 2022). Net income: JP¥275.0m (up 148% from 3Q 2022). Profit margin: 5.5% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.공시 • Sep 01Beaglee Inc. to Report Q3, 2023 Results on Nov 14, 2023Beaglee Inc. announced that they will report Q3, 2023 results on Nov 14, 2023공시 • Aug 30Beaglee Inc. Provides Consolidated Earnings Guidance for Full Year Ending December 31, 2023Beaglee Inc. provided consolidated earnings guidance for full year ending December 31, 2023. For the full year, the company expected net sales of JPY 19,622 million, operating profit of JPY 1,822 million, profit attributable to owners of parent of JPY 900 million, Basic earnings per share of JPY 150.80 per basic share.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: JP¥28.65 (vs JP¥27.84 in 2Q 2022)Second quarter 2023 results: EPS: JP¥28.65 (up from JP¥27.84 in 2Q 2022). Revenue: JP¥4.75b (up 2.5% from 2Q 2022). Net income: JP¥172.0m (up 3.6% from 2Q 2022). Profit margin: 3.6% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.공시 • May 31Beaglee Inc. Provides Consolidated Earnings Guidance for First Half and Full Year Ending December 31, 2023Beaglee Inc. provided consolidated earnings guidance for First half and full year ending December 31, 2023. For the first half, the company expected net sales of JPY 9,499 million, operating profit of JPY 850 million, profit attributable to owners of parent of JPY 406 million, Basic earnings per share of JPY 68.11 per basic share.For the full year, the company expected net sales of JPY 19,622 million, operating profit of JPY 1,822 million, profit attributable to owners of parent of JPY 900 million, Basic earnings per share of JPY 150.80 per basic share.공시 • May 30Beaglee Inc. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023Beaglee Inc. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expected dividend of JPY 15.00 per share against JPY 12.00 per share paid a year ago.공시 • May 28Beaglee Inc. to Report Q2, 2023 Results on Aug 14, 2023Beaglee Inc. announced that they will report Q2, 2023 results on Aug 14, 2023Reported Earnings • Feb 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥111 (up from JP¥74.66 in FY 2021). Revenue: JP¥18.7b (flat on FY 2021). Net income: JP¥664.0m (up 50% from FY 2021). Profit margin: 3.5% (up from 2.4% in FY 2021). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%).공시 • Dec 06Beaglee Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023Beaglee Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023공시 • Nov 28+ 1 more updateBeaglee Inc. Provides Dividend Guidance for the Year Ended December 31, 2022Beaglee Inc. provided dividend guidance for the year ended December 31, 2022. For the year, the company expects to pay dividend of ¥12.00 against ¥8 paid last year.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥18.60 (vs JP¥11.08 in 3Q 2021)Third quarter 2022 results: EPS: JP¥18.60 (up from JP¥11.08 in 3Q 2021). Revenue: JP¥4.73b (down 2.7% from 3Q 2021). Net income: JP¥111.0m (up 68% from 3Q 2021). Profit margin: 2.3% (up from 1.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 9.5% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent External Director Shunsuke Sato was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Aug 31+ 2 more updatesBeaglee Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022Beaglee Inc. provided consolidated earnings guidance for the fiscal year Ending December 31, 2022. For the full year, the company expected net sales of JPY 18,791 million, operating profit of JPY 1,536 million, profit attributable to owners of parent of JPY 695 million, Basic earnings per share of JPY 116.97 per basic share.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: JP¥27.84 (vs JP¥8.08 in 2Q 2021)Second quarter 2022 results: EPS: JP¥27.84 (up from JP¥8.08 in 2Q 2021). Revenue: JP¥4.64b (down 3.9% from 2Q 2021). Net income: JP¥166.0m (up 246% from 2Q 2021). Profit margin: 3.6% (up from 1.0% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 5.9%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,505, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 82% over the past three years.공시 • May 31Beaglee Inc. Provides Consolidated Earnings Guidance for First Half and Full Year Ending December 31, 2022Beaglee Inc. provided consolidated earnings guidance for First half and full year ending December 31, 2022. For the first half, the company expected net sales of JPY 9,224 million, operating profit of JPY 719 million, profit attributable to owners of parent of JPY 312 million, Basic earnings per share of JPY 52.50 per basic share.For the full year, the company expected net sales of JPY 18,791 million, operating profit of JPY 1,536 million, profit attributable to owners of parent of JPY 695 million, Basic earnings per share of JPY 116.97 per basic share.공시 • May 29Beaglee Inc. to Report Q2, 2022 Results on Aug 12, 2022Beaglee Inc. announced that they will report Q2, 2022 results on Aug 12, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent External Director Shunsuke Sato was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 07Beaglee Inc. to Report Q1, 2022 Results on May 13, 2022Beaglee Inc. announced that they will report Q1, 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,635, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 70% over the past three years.공시 • Mar 06+ 2 more updatesBeaglee Inc. Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending December 31, 2022Beaglee Inc. provided consolidated earnings guidance for the first half and full fiscal year ending December 31, 2022. For the first half, the company expected Net sales of JPY 9,224 million, Operating profit of JPY 719 million, Profit attributable to owners of the parent of JPY 312 million and Net income per share of JPY 52.50 per share. For the year, the company expected Net sales of JPY 18,791 million, Operating profit of JPY 1,536 million, Profit attributable to owners of the parent of JPY 695 million and Net income per share of JPY 116.97 per share.Reported Earnings • Feb 16Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: JP¥74.66 (down from JP¥79.47 in FY 2020). Revenue: JP¥18.6b (up 51% from FY 2020). Net income: JP¥444.0m (down 5.5% from FY 2020). Profit margin: 2.4% (down from 3.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Over the next year, revenue is forecast to grow 4.6%, compared to a 16% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.공시 • Feb 16Beaglee Inc., Annual General Meeting, Mar 29, 2022Beaglee Inc., Annual General Meeting, Mar 29, 2022.공시 • Dec 02Beaglee Inc. Provides Earnings Guidance Year Ending December 31, 2021Beaglee Inc. provided earnings guidance year ending December 31, 2021. For the year, the company expects net sales of JPY 19,682 million, operating profit of JPY 1,350 million, profit attributable to owners of the parent of JPY 524 million and net income per share of JPY 84.87 per share.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS JP¥11.08 (vs JP¥7.64 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥4.86b (up 74% from 3Q 2020). Net income: JP¥66.0m (up 46% from 3Q 2020). Profit margin: 1.4% (down from 1.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 06Full year 2020 earnings released: EPS JP¥79.55 (vs JP¥84.47 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥12.4b (up 19% from FY 2019). Net income: JP¥470.5m (down 5.3% from FY 2019). Profit margin: 3.8% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,478, the stock is trading at a trailing P/E ratio of 18.6x, down from the previous P/E ratio of 22.1x. This compares to an average P/E of 23x in the Online Retail industry in Japan. Total return to shareholders over the past three years is a loss of 6.2%.Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥79.47 (vs JP¥84.47 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥12.4b (up 19% from FY 2019). Net income: JP¥470.0m (down 5.4% from FY 2019). Profit margin: 3.8% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.Is New 90 Day High Low • Feb 12New 90-day low: JP¥1,671The company is down 22% from its price of JP¥2,130 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 13% over the same period.Is New 90 Day High Low • Jan 20New 90-day low: JP¥1,730The company is down 25% from its price of JP¥2,317 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 10.0% over the same period.Reported Earnings • Dec 05Third quarter 2020 earnings released: EPS JP¥7.64The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: JP¥2.80b (up 3.1% from 3Q 2019). Net income: JP¥45.2m (down 77% from 3Q 2019). Profit margin: 1.6% (down from 7.1% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.공시 • Oct 04Beaglee Inc. to Report Q3, 2020 Results on Nov 13, 2020Beaglee Inc. announced that they will report Q3, 2020 results on Nov 13, 2020공시 • Sep 22Beaglee Inc. (TSE:3981) entered into a share purchase agreement to acquire NSSK-C Co., Ltd. from NSSK Maples 2017 L.P., Nippon Sangyo Suishin Kiko Ltd. No. 2 Investment Limited Partnership and Nssk II (Intl) Investment L.P. managed by Nippon Sangyo Suishin Kiko Ltd. for ¥5.3 billion.Beaglee Inc. (TSE:3981) entered into a share purchase agreement to acquire NSSK-C Co., Ltd. from NSSK Maples 2017 L.P., Nippon Sangyo Suishin Kiko Ltd. No. 2 Investment Limited Partnership and Nssk II (Intl) Investment L.P. managed by Nippon Sangyo Suishin Kiko Ltd. for ¥5.3 billion on September 18, 2020. Beaglee have decided to arrange the borrowing of funds through a syndicated loan with Sumitomo Mitsui Banking Corporation of ¥7 billion to fund the transaction. Post completion, NSSK-C Co., Ltd. will become a consolidated subsidiary of Beaglee. As of December 31, 2019, NSSK-C had net worth of ¥1.7 billion and total assets of ¥9.9 billion. In 2019, NSSK-C generated revenue of ¥5.7 billion, operating income of ¥735.22 million and net income of ¥258.8 million. Board of Directors of Beaglee approved the transaction. Transaction is expected to complete by October 8, 2020. Frontier Management Inc. (TSE:7038) acted as financial advisor to Nippon Sangyo Suishin Kiko Ltd.공시 • Jun 28Beaglee Inc. to Report Q2, 2020 Results on Aug 14, 2020Beaglee Inc. announced that they will report Q2, 2020 results on Aug 14, 2020주주 수익률3981JP Interactive Media and ServicesJP 시장7D-3.7%0.7%-0.5%1Y-6.3%-12.5%41.3%전체 주주 수익률 보기수익률 대 산업: 3981은 지난 1년 동안 -12.5%의 수익을 기록한 JP Interactive Media and Services 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 3981은 지난 1년 동안 41.3%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 3981's price volatile compared to industry and market?3981 volatility3981 Average Weekly Movement2.4%Interactive Media and Services Industry Average Movement5.9%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%안정적인 주가: 3981는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 3981의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2004227Jinpei Yoshidawww.beaglee.com비글리는 일본에서 플랫폼 및 콘텐츠 사업을 영위하고 있습니다. 이 회사의 플랫폼 부문은 만화왕국을 중심으로 사용자 무료 충전 및 기타 부대 사업을 제공합니다. 콘텐츠 부문은 전자책, 출판 및 기타 부가 서비스를 제공합니다.더 보기Beaglee Inc. 기초 지표 요약Beaglee의 순이익과 매출은 시가총액과 어떻게 비교됩니까?3981 기초 통계시가총액JP¥6.90b순이익 (TTM)JP¥620.69m매출 (TTM)JP¥16.34b11.2x주가수익비율(P/E)0.4x주가매출비율(P/S)3981는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표3981 손익계산서 (TTM)매출JP¥16.34b매출원가JP¥10.86b총이익JP¥5.48b기타 비용JP¥4.86b순이익JP¥620.69m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)111.07총이익률33.53%순이익률3.80%부채/자본 비율38.5%3981의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.6%현재 배당 수익률38%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 10:39종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Beaglee Inc.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Taro IshiharaDaiwa Securities Co. Ltd.
Reported Earnings • May 16First quarter 2026 earnings released: EPS: JP¥5.37 (vs JP¥16.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.37 (down from JP¥16.53 in 1Q 2025). Revenue: JP¥3.77b (down 9.2% from 1Q 2025). Net income: JP¥30.0m (down 68% from 1Q 2025). Profit margin: 0.8% (down from 2.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.1% Last year net profit margin: 7.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥7.11b market cap, or US$46.5m).
Reported Earnings • Feb 15Full year 2025 earnings released: EPS: JP¥122 (vs JP¥220 in FY 2024)Full year 2025 results: EPS: JP¥122 (down from JP¥220 in FY 2024). Revenue: JP¥16.7b (down 9.4% from FY 2024). Net income: JP¥683.0m (down 48% from FY 2024). Profit margin: 4.1% (down from 7.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Feb 13Beaglee Inc., Annual General Meeting, Mar 27, 2026Beaglee Inc., Annual General Meeting, Mar 27, 2026.
New Risk • Jan 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥7.00b market cap, or US$44.3m).
Upcoming Dividend • Dec 22Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).
Reported Earnings • May 16First quarter 2026 earnings released: EPS: JP¥5.37 (vs JP¥16.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.37 (down from JP¥16.53 in 1Q 2025). Revenue: JP¥3.77b (down 9.2% from 1Q 2025). Net income: JP¥30.0m (down 68% from 1Q 2025). Profit margin: 0.8% (down from 2.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.1% Last year net profit margin: 7.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥7.11b market cap, or US$46.5m).
Reported Earnings • Feb 15Full year 2025 earnings released: EPS: JP¥122 (vs JP¥220 in FY 2024)Full year 2025 results: EPS: JP¥122 (down from JP¥220 in FY 2024). Revenue: JP¥16.7b (down 9.4% from FY 2024). Net income: JP¥683.0m (down 48% from FY 2024). Profit margin: 4.1% (down from 7.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Feb 13Beaglee Inc., Annual General Meeting, Mar 27, 2026Beaglee Inc., Annual General Meeting, Mar 27, 2026.
New Risk • Jan 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥7.00b market cap, or US$44.3m).
Upcoming Dividend • Dec 22Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).
공시 • Dec 03Beaglee Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Beaglee Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: JP¥50.11 (vs JP¥47.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥50.11. Revenue: JP¥4.36b (down 9.0% from 3Q 2024). Net income: JP¥280.0m (down 1.1% from 3Q 2024). Profit margin: 6.4% (up from 5.9% in 3Q 2024). The increase in margin was driven by lower expenses.
공시 • Sep 03Beaglee Inc. to Report Q3, 2025 Results on Nov 14, 2025Beaglee Inc. announced that they will report Q3, 2025 results on Nov 14, 2025
공시 • Aug 29+ 1 more updateBeaglee Inc. Provides Revised Dividend Guidance for the Year Ending December 31, 2025Beaglee Inc. provided revised dividend guidance for the year ending December 31, 2025. For the year company expects to pay dividend of JPY 42.00 per share compared to JPY 23.00 per share a year ago.
분석 기사 • Aug 18Beaglee (TSE:3981) Is Paying Out A Larger Dividend Than Last YearThe board of Beaglee Inc. ( TSE:3981 ) has announced that it will be paying its dividend of ¥42.00 on the 30th of...
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: JP¥20.35 (vs JP¥39.45 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.35 (down from JP¥39.45 in 2Q 2024). Revenue: JP¥4.19b (down 12% from 2Q 2024). Net income: JP¥113.7m (down 52% from 2Q 2024). Profit margin: 2.7% (down from 5.0% in 2Q 2024). The decrease in margin was driven by lower revenue. 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 2% per year, which means it is significantly lagging earnings.
공시 • Jun 03Beaglee Inc. to Report Q2, 2025 Results on Aug 14, 2025Beaglee Inc. announced that they will report Q2, 2025 results on Aug 14, 2025
공시 • May 29+ 1 more updateBeaglee Inc. Provides Consolidated Earnings Guidance for Full Year Ending December 31, 2025Beaglee Inc. provided consolidated earnings guidance for full year ending December 31, 2025. For the full year, the company expected net sales of JPY 19,593 million, operating profit of JPY 1,709 million, profit attributable to owners of parent of JPY 885 million, net income per share of JPY 159.02 per basic share.
Reported Earnings • May 21First quarter 2025 earnings released: EPS: JP¥16.48 (vs JP¥33.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.48 (down from JP¥33.67 in 1Q 2024). Revenue: JP¥4.15b (down 12% from 1Q 2024). Net income: JP¥92.0m (down 55% from 1Q 2024). Profit margin: 2.2% (down from 4.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Kubo Shinichiro was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,180, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 25% over the past three years.
분석 기사 • Apr 07Cautious Investors Not Rewarding Beaglee Inc.'s (TSE:3981) Performance CompletelyBeaglee Inc.'s ( TSE:3981 ) price-to-earnings (or "P/E") ratio of 5.6x might make it look like a strong buy right now...
공시 • Mar 07Beaglee Inc. to Report Q1, 2025 Results on May 15, 2025Beaglee Inc. announced that they will report Q1, 2025 results on May 15, 2025
공시 • Mar 03+ 1 more updateBeaglee Inc. Announces Year End Dividend for the Fiscal Year Ended December 31, 2024, Payable on March 28, 2025; Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2025Beaglee Inc. announced year end dividend for the Fiscal Year ended December 31, 2024, Payable on March 28, 2025 and Provided Dividend Guidance for the Fiscal Year Ending December 31, 2025. For the Fiscal Year ended December 31, 2024, the company reported dividend of JPY 23.00 per share against JPY 15.00 per share paid a year ago. For the year Ending December 31, 2025, the company expects year end dividend of JPY 48.00 per share against JPY 23.00 per share a year ago.
분석 기사 • Feb 25Beaglee's (TSE:3981) Earnings Seem To Be PromisingThe market seemed underwhelmed by the solid earnings posted by Beaglee Inc. ( TSE:3981 ) recently. Our analysis...
New Risk • Feb 21New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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: Major Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥9.82b market cap, or US$65.6m).
Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥220 (vs JP¥115 in FY 2023)Full year 2024 results: EPS: JP¥220 (up from JP¥115 in FY 2023). Revenue: JP¥18.4b (down 3.3% from FY 2023). Net income: JP¥1.30b (up 89% from FY 2023). Profit margin: 7.1% (up from 3.6% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Feb 14Beaglee Inc., Annual General Meeting, Mar 27, 2025Beaglee Inc., Annual General Meeting, Mar 27, 2025.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,928, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 60% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).
분석 기사 • Dec 11Beaglee Inc.'s (TSE:3981) Shares Leap 27% Yet They're Still Not Telling The Full StoryThe Beaglee Inc. ( TSE:3981 ) share price has done very well over the last month, posting an excellent gain of 27%. The...
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,536, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 13% over the past three years.
분석 기사 • Dec 03Beaglee (TSE:3981) Will Pay A Larger Dividend Than Last Year At ¥17.00Beaglee Inc.'s ( TSE:3981 ) periodic dividend will be increasing on the 31st of March to ¥17.00, with investors...
공시 • Dec 03Beaglee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025Beaglee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (JP¥8.19b market cap, or US$54.0m).
분석 기사 • Nov 06Beaglee (TSE:3981) Is Paying Out A Larger Dividend Than Last YearThe board of Beaglee Inc. ( TSE:3981 ) has announced that it will be increasing its dividend by 13% on the 31st of...
분석 기사 • Oct 23Beaglee's (TSE:3981) Dividend Will Be Increased To ¥17.00The board of Beaglee Inc. ( TSE:3981 ) has announced that the dividend on 31st of March will be increased to ¥17.00...
분석 기사 • Oct 08Beaglee (TSE:3981) Has Announced That It Will Be Increasing Its Dividend To ¥17.00Beaglee Inc. ( TSE:3981 ) will increase its dividend on the 31st of March to ¥17.00, which is 13% higher than last...
분석 기사 • Sep 24Beaglee (TSE:3981) Is Paying Out A Larger Dividend Than Last YearBeaglee Inc. ( TSE:3981 ) will increase its dividend on the 31st of March to ¥17.00, which is 13% higher than last...
분석 기사 • Sep 02Beaglee's (TSE:3981) Dividend Will Be Increased To ¥17.00The board of Beaglee Inc. ( TSE:3981 ) has announced that it will be increasing its dividend by 13% on the 31st of...
공시 • Aug 30Beaglee Inc. to Report Q3, 2024 Results on Nov 14, 2024Beaglee Inc. announced that they will report Q3, 2024 results on Nov 14, 2024
분석 기사 • Aug 26The Strong Earnings Posted By Beaglee (TSE:3981) Are A Good Indication Of The Strength Of The BusinessBeaglee Inc. ( TSE:3981 ) recently posted some strong earnings, and the market responded positively. We have done some...
Reported Earnings • Aug 19Second quarter 2024 earnings released: EPS: JP¥39.45 (vs JP¥28.65 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.45 (up from JP¥28.65 in 2Q 2023). Revenue: JP¥4.77b (flat on 2Q 2023). Net income: JP¥238.0m (up 38% from 2Q 2023). Profit margin: 5.0% (up from 3.6% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 19Beaglee's (TSE:3981) Dividend Will Be Increased To ¥17.00The board of Beaglee Inc. ( TSE:3981 ) has announced that the dividend on 31st of March will be increased to ¥17.00...
공시 • Aug 16Beaglee Inc. (TSE:3981) announces an Equity Buyback for 700,000 shares, representing 11.6% for ¥700 million.Beaglee Inc. (TSE:3981) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 11.60% of its outstanding shares for ¥700 million. The purpose of the program is to enhance capital efficiency and to implement a flexible capital policy in response to changes in the business environment. The plan will be valid up to August 14, 2025. As of June 30, 2024, the company had 6,033,813 shares outstanding and 230,173 shares in treasury.
Declared Dividend • Aug 16Dividend increased to JP¥17.00Dividend of JP¥17.00 is 13% higher than last year. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 5%.
분석 기사 • Aug 07Beaglee Inc. (TSE:3981) Could Be Riskier Than It LooksWith a price-to-earnings (or "P/E") ratio of 9.4x Beaglee Inc. ( TSE:3981 ) may be sending bullish signals at the...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,061, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 24% over the past three years.
Reported Earnings • May 20First quarter 2024 earnings released: EPS: JP¥33.67 (vs JP¥28.01 in 1Q 2023)First quarter 2024 results: EPS: JP¥33.67 (up from JP¥28.01 in 1Q 2023). Revenue: JP¥4.70b (flat on 1Q 2023). Net income: JP¥203.0m (up 21% from 1Q 2023). Profit margin: 4.3% (up from 3.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Mar 28Beaglee Inc. to Report Q1, 2024 Results on May 15, 2024Beaglee Inc. announced that they will report Q1, 2024 results on May 15, 2024
공시 • Mar 01+ 1 more updateBeaglee Inc. Reports Dividend Results for the Fiscal Year Ending December 31, 2023, Payable on March 29, 2024; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2024Beaglee Inc. reported dividend results for the fiscal year ending December 31, 2023, Payable on March 29, 2024; provided dividend guidance for the fiscal year ending December 31, 2024. For the year, the company reported dividend of JPY 15.00 per share against JPY 12.00 per share paid a year ago.For the year, the company expected dividend of JPY 17.00 per share against JPY 15.00 per share paid a year ago.
Reported Earnings • Feb 20Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥115 (up from JP¥111 in FY 2022). Revenue: JP¥19.1b (up 2.0% from FY 2022). Net income: JP¥689.0m (up 3.8% from FY 2022). Profit margin: 3.6% (in line with FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 29%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Feb 16Beaglee Inc., Annual General Meeting, Mar 28, 2024Beaglee Inc., Annual General Meeting, Mar 28, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥15.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).
공시 • Dec 05Beaglee Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024Beaglee Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024
Reported Earnings • Nov 20Third quarter 2023 earnings released: EPS: JP¥45.76 (vs JP¥18.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥45.76 (up from JP¥18.60 in 3Q 2022). Revenue: JP¥5.03b (up 6.3% from 3Q 2022). Net income: JP¥275.0m (up 148% from 3Q 2022). Profit margin: 5.5% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
공시 • Sep 01Beaglee Inc. to Report Q3, 2023 Results on Nov 14, 2023Beaglee Inc. announced that they will report Q3, 2023 results on Nov 14, 2023
공시 • Aug 30Beaglee Inc. Provides Consolidated Earnings Guidance for Full Year Ending December 31, 2023Beaglee Inc. provided consolidated earnings guidance for full year ending December 31, 2023. For the full year, the company expected net sales of JPY 19,622 million, operating profit of JPY 1,822 million, profit attributable to owners of parent of JPY 900 million, Basic earnings per share of JPY 150.80 per basic share.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: JP¥28.65 (vs JP¥27.84 in 2Q 2022)Second quarter 2023 results: EPS: JP¥28.65 (up from JP¥27.84 in 2Q 2022). Revenue: JP¥4.75b (up 2.5% from 2Q 2022). Net income: JP¥172.0m (up 3.6% from 2Q 2022). Profit margin: 3.6% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
공시 • May 31Beaglee Inc. Provides Consolidated Earnings Guidance for First Half and Full Year Ending December 31, 2023Beaglee Inc. provided consolidated earnings guidance for First half and full year ending December 31, 2023. For the first half, the company expected net sales of JPY 9,499 million, operating profit of JPY 850 million, profit attributable to owners of parent of JPY 406 million, Basic earnings per share of JPY 68.11 per basic share.For the full year, the company expected net sales of JPY 19,622 million, operating profit of JPY 1,822 million, profit attributable to owners of parent of JPY 900 million, Basic earnings per share of JPY 150.80 per basic share.
공시 • May 30Beaglee Inc. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023Beaglee Inc. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expected dividend of JPY 15.00 per share against JPY 12.00 per share paid a year ago.
공시 • May 28Beaglee Inc. to Report Q2, 2023 Results on Aug 14, 2023Beaglee Inc. announced that they will report Q2, 2023 results on Aug 14, 2023
Reported Earnings • Feb 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥111 (up from JP¥74.66 in FY 2021). Revenue: JP¥18.7b (flat on FY 2021). Net income: JP¥664.0m (up 50% from FY 2021). Profit margin: 3.5% (up from 2.4% in FY 2021). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%).
공시 • Dec 06Beaglee Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023Beaglee Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023
공시 • Nov 28+ 1 more updateBeaglee Inc. Provides Dividend Guidance for the Year Ended December 31, 2022Beaglee Inc. provided dividend guidance for the year ended December 31, 2022. For the year, the company expects to pay dividend of ¥12.00 against ¥8 paid last year.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥18.60 (vs JP¥11.08 in 3Q 2021)Third quarter 2022 results: EPS: JP¥18.60 (up from JP¥11.08 in 3Q 2021). Revenue: JP¥4.73b (down 2.7% from 3Q 2021). Net income: JP¥111.0m (up 68% from 3Q 2021). Profit margin: 2.3% (up from 1.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 9.5% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent External Director Shunsuke Sato was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Aug 31+ 2 more updatesBeaglee Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022Beaglee Inc. provided consolidated earnings guidance for the fiscal year Ending December 31, 2022. For the full year, the company expected net sales of JPY 18,791 million, operating profit of JPY 1,536 million, profit attributable to owners of parent of JPY 695 million, Basic earnings per share of JPY 116.97 per basic share.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: JP¥27.84 (vs JP¥8.08 in 2Q 2021)Second quarter 2022 results: EPS: JP¥27.84 (up from JP¥8.08 in 2Q 2021). Revenue: JP¥4.64b (down 3.9% from 2Q 2021). Net income: JP¥166.0m (up 246% from 2Q 2021). Profit margin: 3.6% (up from 1.0% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 5.9%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,505, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 82% over the past three years.
공시 • May 31Beaglee Inc. Provides Consolidated Earnings Guidance for First Half and Full Year Ending December 31, 2022Beaglee Inc. provided consolidated earnings guidance for First half and full year ending December 31, 2022. For the first half, the company expected net sales of JPY 9,224 million, operating profit of JPY 719 million, profit attributable to owners of parent of JPY 312 million, Basic earnings per share of JPY 52.50 per basic share.For the full year, the company expected net sales of JPY 18,791 million, operating profit of JPY 1,536 million, profit attributable to owners of parent of JPY 695 million, Basic earnings per share of JPY 116.97 per basic share.
공시 • May 29Beaglee Inc. to Report Q2, 2022 Results on Aug 12, 2022Beaglee Inc. announced that they will report Q2, 2022 results on Aug 12, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent External Director Shunsuke Sato was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 07Beaglee Inc. to Report Q1, 2022 Results on May 13, 2022Beaglee Inc. announced that they will report Q1, 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,635, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 70% over the past three years.
공시 • Mar 06+ 2 more updatesBeaglee Inc. Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending December 31, 2022Beaglee Inc. provided consolidated earnings guidance for the first half and full fiscal year ending December 31, 2022. For the first half, the company expected Net sales of JPY 9,224 million, Operating profit of JPY 719 million, Profit attributable to owners of the parent of JPY 312 million and Net income per share of JPY 52.50 per share. For the year, the company expected Net sales of JPY 18,791 million, Operating profit of JPY 1,536 million, Profit attributable to owners of the parent of JPY 695 million and Net income per share of JPY 116.97 per share.
Reported Earnings • Feb 16Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: JP¥74.66 (down from JP¥79.47 in FY 2020). Revenue: JP¥18.6b (up 51% from FY 2020). Net income: JP¥444.0m (down 5.5% from FY 2020). Profit margin: 2.4% (down from 3.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Over the next year, revenue is forecast to grow 4.6%, compared to a 16% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.
공시 • Feb 16Beaglee Inc., Annual General Meeting, Mar 29, 2022Beaglee Inc., Annual General Meeting, Mar 29, 2022.
공시 • Dec 02Beaglee Inc. Provides Earnings Guidance Year Ending December 31, 2021Beaglee Inc. provided earnings guidance year ending December 31, 2021. For the year, the company expects net sales of JPY 19,682 million, operating profit of JPY 1,350 million, profit attributable to owners of the parent of JPY 524 million and net income per share of JPY 84.87 per share.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS JP¥11.08 (vs JP¥7.64 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥4.86b (up 74% from 3Q 2020). Net income: JP¥66.0m (up 46% from 3Q 2020). Profit margin: 1.4% (down from 1.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 06Full year 2020 earnings released: EPS JP¥79.55 (vs JP¥84.47 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥12.4b (up 19% from FY 2019). Net income: JP¥470.5m (down 5.3% from FY 2019). Profit margin: 3.8% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,478, the stock is trading at a trailing P/E ratio of 18.6x, down from the previous P/E ratio of 22.1x. This compares to an average P/E of 23x in the Online Retail industry in Japan. Total return to shareholders over the past three years is a loss of 6.2%.
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥79.47 (vs JP¥84.47 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥12.4b (up 19% from FY 2019). Net income: JP¥470.0m (down 5.4% from FY 2019). Profit margin: 3.8% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
Is New 90 Day High Low • Feb 12New 90-day low: JP¥1,671The company is down 22% from its price of JP¥2,130 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 13% over the same period.
Is New 90 Day High Low • Jan 20New 90-day low: JP¥1,730The company is down 25% from its price of JP¥2,317 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 10.0% over the same period.
Reported Earnings • Dec 05Third quarter 2020 earnings released: EPS JP¥7.64The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: JP¥2.80b (up 3.1% from 3Q 2019). Net income: JP¥45.2m (down 77% from 3Q 2019). Profit margin: 1.6% (down from 7.1% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.
공시 • Oct 04Beaglee Inc. to Report Q3, 2020 Results on Nov 13, 2020Beaglee Inc. announced that they will report Q3, 2020 results on Nov 13, 2020
공시 • Sep 22Beaglee Inc. (TSE:3981) entered into a share purchase agreement to acquire NSSK-C Co., Ltd. from NSSK Maples 2017 L.P., Nippon Sangyo Suishin Kiko Ltd. No. 2 Investment Limited Partnership and Nssk II (Intl) Investment L.P. managed by Nippon Sangyo Suishin Kiko Ltd. for ¥5.3 billion.Beaglee Inc. (TSE:3981) entered into a share purchase agreement to acquire NSSK-C Co., Ltd. from NSSK Maples 2017 L.P., Nippon Sangyo Suishin Kiko Ltd. No. 2 Investment Limited Partnership and Nssk II (Intl) Investment L.P. managed by Nippon Sangyo Suishin Kiko Ltd. for ¥5.3 billion on September 18, 2020. Beaglee have decided to arrange the borrowing of funds through a syndicated loan with Sumitomo Mitsui Banking Corporation of ¥7 billion to fund the transaction. Post completion, NSSK-C Co., Ltd. will become a consolidated subsidiary of Beaglee. As of December 31, 2019, NSSK-C had net worth of ¥1.7 billion and total assets of ¥9.9 billion. In 2019, NSSK-C generated revenue of ¥5.7 billion, operating income of ¥735.22 million and net income of ¥258.8 million. Board of Directors of Beaglee approved the transaction. Transaction is expected to complete by October 8, 2020. Frontier Management Inc. (TSE:7038) acted as financial advisor to Nippon Sangyo Suishin Kiko Ltd.
공시 • Jun 28Beaglee Inc. to Report Q2, 2020 Results on Aug 14, 2020Beaglee Inc. announced that they will report Q2, 2020 results on Aug 14, 2020
