View ValuationOricon 향후 성장Future 기준 점검 2/6Oricon (는) 각각 연간 19.9% 및 5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.2% 로 예상됩니다.핵심 정보19.9%이익 성장률19.92%EPS 성장률Interactive Media and Services 이익 성장7.6%매출 성장률5.0%향후 자기자본이익률16.20%애널리스트 커버리지Low마지막 업데이트18 May 2026최근 향후 성장 업데이트공시 • Apr 27+ 1 more updateOricon Inc. Revises Consolidated Earnings Guidance for the Full Year Ended March 31, 2024Oricon Inc. revised consolidated earnings guidance for the full year ended March 31, 2024. For the period, the company expects net sales to be JPY 4,800 million, operating profit to be JPY 1,556 million, net income attributable to owners of the parent to be JPY 1,055 million or JPY 79.99 per share compared to previous guidance of net sales to be JPY 5,100 million, operating profit to be JPY 1,830 million, net income attributable to owners of the parent to be JPY 1,180 million or JPY 88.77 per share.공시 • Feb 04+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales to be JPY 4,850 million, operating profit to be JPY 1,650 million, net income attributable to owners of the parent to be JPY 1,070 million and basic earnings per share to be JPY 78.83.공시 • Nov 05+ 1 more updateOricon Inc. Provides Financial Guidance for the Year Ending March 2023Oricon Inc. provided financial guidance for the year ending march 2023. For the period, the company expected net sales of JPY 4,850 million, Operating profit of JPY 1,650 million, Profit attributable to owners of parent of JPY 1,070 million and Basic earnings per share of JPY 78.83.공시 • Aug 06Oricon Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the year ending March 31,2023. For the year, the company expected, net sales to be JPY 4,850 million, Operating profit to be JPY 1,650 million, Profit attributable to owners of parent to be JPY 1,070 million and Basic earnings per share to be JPY 78.83.공시 • Feb 05+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expected net sales of JPY 4,460 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 960 million and basic earnings per share of JPY 70.33.Price Target Changed • Jun 03Price target increased to JP¥1,360Up from JP¥1,195, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥1,111. Stock is up 19% over the past year.모든 업데이트 보기Recent updates분석 기사 • May 16There May Be Some Bright Spots In Oricon's (TSE:4800) EarningsInvestors were disappointed with the weak earnings posted by Oricon Inc. ( TSE:4800 ). Despite the soft profit numbers...New Risk • May 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥12.8b market cap, or US$81.3m).New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 20% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥14.5b market cap, or US$92.8m).Reported Earnings • May 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥48.67 (down from JP¥76.41 in FY 2025). Revenue: JP¥6.32b (up 29% from FY 2025). Net income: JP¥625.0m (down 37% from FY 2025). Profit margin: 9.9% (down from 20% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • May 08+ 1 more updateOricon Inc. to Report Fiscal Year 2026 Results on May 08, 2026Oricon Inc. announced that they will report fiscal year 2026 results on May 08, 2026Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥978, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Negligible returns to shareholders over past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥25.91 (vs JP¥24.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥25.91 (up from JP¥24.45 in 3Q 2025). Revenue: JP¥2.09b (up 74% from 3Q 2025). Net income: JP¥332.6m (up 4.7% from 3Q 2025). Profit margin: 16% (down from 26% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.분석 기사 • Nov 30Oricon's (TSE:4800) Dividend Will Be ¥36.00The board of Oricon Inc. ( TSE:4800 ) has announced that it will pay a dividend on the 29th of June, with investors...공시 • Nov 29Oricon Inc. to Report Q3, 2026 Results on Feb 05, 2026Oricon Inc. announced that they will report Q3, 2026 results on Feb 05, 2026분석 기사 • Nov 08Oricon (TSE:4800) Has Announced A Dividend Of ¥36.00Oricon Inc. ( TSE:4800 ) will pay a dividend of ¥36.00 on the 29th of June. Based on this payment, the dividend yield...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥18.52 (vs JP¥12.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.52 (up from JP¥12.11 in 2Q 2025). Revenue: JP¥1.47b (up 26% from 2Q 2025). Net income: JP¥237.8m (up 51% from 2Q 2025). Profit margin: 16% (up from 13% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.공시 • Sep 02Oricon Inc. to Report Q2, 2026 Results on Nov 06, 2025Oricon Inc. announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥16.26 (vs JP¥22.67 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.26 (down from JP¥22.67 in 1Q 2025). Revenue: JP¥1.33b (up 13% from 1Q 2025). Net income: JP¥209.0m (down 29% from 1Q 2025). Profit margin: 16% (down from 25% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.공시 • Jun 04Oricon Inc. to Report Q1, 2026 Results on Aug 05, 2025Oricon Inc. announced that they will report Q1, 2026 results on Aug 05, 2025분석 기사 • May 15We Think That There Are More Issues For Oricon (TSE:4800) Than Just Sluggish EarningsThe subdued market reaction suggests that Oricon Inc.'s ( TSE:4800 ) recent earnings didn't contain any surprises...Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥76.41 (down from JP¥79.98 in FY 2024). Revenue: JP¥4.92b (up 2.4% from FY 2024). Net income: JP¥992.0m (down 6.0% from FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.공시 • May 08Oricon Inc., Annual General Meeting, Jun 26, 2025Oricon Inc., Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).공시 • Mar 01Oricon Inc. to Report Fiscal Year 2025 Results on May 08, 2025Oricon Inc. announced that they will report fiscal year 2025 results on May 08, 2025Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥24.47 (vs JP¥19.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.47 (up from JP¥19.91 in 3Q 2024). Revenue: JP¥1.21b (down 1.6% from 3Q 2024). Net income: JP¥318.0m (up 21% from 3Q 2024). Profit margin: 26% (up from 21% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Interactive Media and Services industry in Japan. 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.공시 • Feb 05Oricon Inc. (TSE:4800) announces an Equity Buyback for 200,000 shares, representing 1.52% for ¥200 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.52% of its share capital, for ¥200 million. The purpose of the program is to improve capital efficiency through investments in growth areas, enhance shareholder returns, and enable the implementation of flexible capital policies that respond to changes in the business environment. The share repurchase program will run until April 30, 2025. As of December 31, 2024, the company had 13,173,475 shares outstanding (excluding treasury shares) and 1,949,725 shares in treasury.공시 • Nov 30Oricon Inc. to Report Q3, 2025 Results on Feb 05, 2025Oricon Inc. announced that they will report Q3, 2025 results on Feb 05, 2025Declared Dividend • Nov 08Dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥12.11 (vs JP¥17.30 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.11 (down from JP¥17.30 in 2Q 2024). Revenue: JP¥1.17b (up 3.7% from 2Q 2024). Net income: JP¥157.4m (down 32% from 2Q 2024). Profit margin: 13% (down from 20% 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 7.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • Oct 15Oricon Inc. (TSE:4800) acquired Shinasa, K.K.Oricon Inc. (TSE:4800) acquired Shinasa, K.K. on October 15, 2024. Oricon Inc. (TSE:4800) completed the acquisition of Shinasa, K.K. on October 15, 2024.공시 • Aug 27Oricon Inc. to Report Q2, 2025 Results on Nov 06, 2024Oricon Inc. announced that they will report Q2, 2025 results on Nov 06, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥22.67 (vs JP¥17.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥22.67 (up from JP¥17.90 in 1Q 2024). Revenue: JP¥1.17b (up 4.9% from 1Q 2024). Net income: JP¥294.6m (up 24% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. 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 12% per year, which means it is significantly lagging earnings.분석 기사 • Aug 07Oricon (TSE:4800) Is Reinvesting To Multiply In ValueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...공시 • Jun 06Oricon Inc. to Report Q1, 2025 Results on Aug 05, 2024Oricon Inc. announced that they will report Q1, 2025 results on Aug 05, 2024공시 • May 10Oricon Inc., Annual General Meeting, Jun 26, 2024Oricon Inc., Annual General Meeting, Jun 26, 2024.Reported Earnings • May 09Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥79.98 (down from JP¥82.41 in FY 2023). Revenue: JP¥4.80b (down 1.5% from FY 2023). Net income: JP¥1.06b (down 4.6% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • May 09+ 1 more updateOricon Inc. Announces Change in Dividend PolicyOricon Inc. announces that it will change its dividend policy as follows starting from FY2024, as detailed below. Details of Dividend Policy: [Before the Change]: Oricon regards the return of profits to shareholders as one of its most important management issues, and its basic policy is to continue to provide stable dividends as much as possible while securing the internal reserves necessary to strengthen its management base to prepare for future business development and rapid changes in management. [After the Change]: Oricon regards the return of profits to shareholders as one of its most important management issues, and its basic policy is to continue to provide stable dividends as much as possible with a target payout ratio of 40% while securing the internal reserves necessary to strengthen its management base to prepare for future business development and rapid changes in management. Reasons for the change: As a result of comprehensive consideration of financial situation, the future economic environment, and various indicators that are particularly important in the stock market, it will revise dividend policy to promote further shareholder returns. Schedule: This change will be applied from the fiscal year ending March 31, 2025.공시 • Apr 27+ 1 more updateOricon Inc. Revises Consolidated Earnings Guidance for the Full Year Ended March 31, 2024Oricon Inc. revised consolidated earnings guidance for the full year ended March 31, 2024. For the period, the company expects net sales to be JPY 4,800 million, operating profit to be JPY 1,556 million, net income attributable to owners of the parent to be JPY 1,055 million or JPY 79.99 per share compared to previous guidance of net sales to be JPY 5,100 million, operating profit to be JPY 1,830 million, net income attributable to owners of the parent to be JPY 1,180 million or JPY 88.77 per share.공시 • Apr 05Homma Yosuke acquired StayList Inc. from Oricon Inc. (TSE:4800).Homma Yosuke acquired StayList Inc. from Oricon Inc. (TSE:4800) on April 3, 2024.Homma Yosuke completed the acquisition of StayList Inc. from Oricon Inc. (TSE:4800) on April 3, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).분석 기사 • Mar 03Oricon (TSE:4800) Has Announced A Dividend Of ¥27.00Oricon Inc. ( TSE:4800 ) will pay a dividend of ¥27.00 on the 1st of July. This means the annual payment is 3.2% of the...공시 • Mar 02Oricon Inc. to Report Fiscal Year 2024 Results on May 08, 2024Oricon Inc. announced that they will report fiscal year 2024 results on May 08, 2024Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥19.91 (vs JP¥21.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.91 (down from JP¥21.10 in 3Q 2023). Revenue: JP¥1.23b (down 1.5% from 3Q 2023). Net income: JP¥262.0m (down 6.8% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Feb 03+ 1 more updateOricon Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Oricon Inc. provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 27 per share as compared to JPY 27 per share a year ago.공시 • Nov 29Oricon Inc. to Report Q3, 2024 Results on Feb 02, 2024Oricon Inc. announced that they will report Q3, 2024 results on Feb 02, 2024공시 • Nov 07Oricon Inc. (TSE:4800) announces an Equity Buyback for 300,000 shares, representing 2.23% for ¥300 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.23% of its share capital, for ¥300 million. The purpose of the program is to ensure financial soundness, improve capital efficiency through investment in growth fields, enhance shareholder returns, and enable flexible execution of capital policies in response to changes in the business environment. The share repurchase program will run until January 31, 2024. As of September 30, 2023, the company had 13,473,522 shares outstanding (excluding treasury shares) and 1,649,678 shares in treasury.Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥17.30 (vs JP¥21.13 in 2Q 2023)Second quarter 2024 results: EPS: JP¥17.30 (down from JP¥21.13 in 2Q 2023). Revenue: JP¥1.13b (down 5.4% from 2Q 2023). Net income: JP¥230.0m (down 19% from 2Q 2023). Profit margin: 20% (down from 24% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Aug 30Oricon Inc. to Report Q2, 2024 Results on Nov 06, 2023Oricon Inc. announced that they will report Q2, 2024 results on Nov 06, 2023Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥17.95 (vs JP¥19.16 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.95 (down from JP¥19.16 in 1Q 2023). Revenue: JP¥1.11b (down 5.2% from 1Q 2023). Net income: JP¥238.6m (down 8.2% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • May 31Oricon Inc. to Report Q1, 2024 Results on Aug 04, 2023Oricon Inc. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥82.41 (up from JP¥74.17 in FY 2022). Revenue: JP¥4.88b (up 8.3% from FY 2022). Net income: JP¥1.11b (up 9.4% from FY 2022). Profit margin: 23% (in line with FY 2022). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 6.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • May 11Oricon Inc., Annual General Meeting, Jun 28, 2023Oricon Inc., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥21.10 (vs JP¥17.52 in 3Q 2022)Third quarter 2023 results: EPS: JP¥21.10 (up from JP¥17.52 in 3Q 2022). Revenue: JP¥1.24b (up 15% from 3Q 2022). Net income: JP¥281.0m (up 18% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Feb 04+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales to be JPY 4,850 million, operating profit to be JPY 1,650 million, net income attributable to owners of the parent to be JPY 1,070 million and basic earnings per share to be JPY 78.83.공시 • Dec 01Oricon Inc. to Report Q3, 2023 Results on Feb 03, 2023Oricon Inc. announced that they will report Q3, 2023 results on Feb 03, 2023Board 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. 3 non-independent directors. Independent Outside Director Tsunehiro Sasanami was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥21.13 (vs JP¥16.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.13 (up from JP¥16.40 in 2Q 2022). Revenue: JP¥1.20b (up 6.4% from 2Q 2022). Net income: JP¥285.0m (up 28% from 2Q 2022). Profit margin: 24% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Nov 05+ 1 more updateOricon Inc. Provides Financial Guidance for the Year Ending March 2023Oricon Inc. provided financial guidance for the year ending march 2023. For the period, the company expected net sales of JPY 4,850 million, Operating profit of JPY 1,650 million, Profit attributable to owners of parent of JPY 1,070 million and Basic earnings per share of JPY 78.83.공시 • Aug 31Oricon Inc. to Report Q2, 2023 Results on Nov 04, 2022Oricon Inc. announced that they will report Q2, 2023 results on Nov 04, 2022공시 • Aug 24Oricon Inc. (TSE:4800) announces an Equity Buyback for 300,000 shares, representing 2.21% for ¥360 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.21% of its share capital, for ¥360 million. The purpose of the program is to ensure financial soundness, improve capital efficiency through investment in growth fields, enhance shareholder returns, and enable flexible execution of capital policies in response to changes in the business environment. The share repurchase program will run until October 31, 2022. As of March 31, 2022, the company had 13,573,322 shares outstanding (excluding treasury shares) and 1,549,878 shares in treasury.공시 • Aug 07Oricon Inc. Provides Dividend Guidance for the Year End March 2023Oricon Inc. provides dividend guidance for the year end March 2023. For the period, The company expects dividend of JPY 24 per share.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥19.16 (vs JP¥18.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.16 (up from JP¥18.53 in 1Q 2022). Revenue: JP¥1.18b (up 6.5% from 1Q 2022). Net income: JP¥260.0m (up 2.0% from 1Q 2022). Profit margin: 22% (down from 23% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공시 • Aug 06Oricon Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the year ending March 31,2023. For the year, the company expected, net sales to be JPY 4,850 million, Operating profit to be JPY 1,650 million, Profit attributable to owners of parent to be JPY 1,070 million and Basic earnings per share to be JPY 78.83.Reported Earnings • Jun 26Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥74.17 (up from JP¥62.23 in FY 2021). Revenue: JP¥4.50b (up 12% from FY 2021). Net income: JP¥1.01b (up 18% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 5.6%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • May 29Oricon Inc. to Report Q1, 2023 Results on Aug 05, 2022Oricon Inc. announced that they will report Q1, 2023 results on Aug 05, 2022공시 • May 12+ 1 more updateOricon Inc. Announces Dividend for Year End March 2022, Payable on June 23, 2022; Provides Dividend Guidance for the Year End March 2023Oricon Inc. announced dividend of JPY 23.00 per share for year end March 2022. Dividend payable date (as planned) is June 23, 2022.For the year end March 2023, the company expected dividend to be JPY 24.00 per share.Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥74.17 (up from JP¥62.23 in FY 2021). Revenue: JP¥4.50b (up 12% from FY 2021). Net income: JP¥1.01b (up 18% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 6.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • May 10Oricon Inc., Annual General Meeting, Jun 22, 2022Oricon Inc., Annual General Meeting, Jun 22, 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. 3 non-independent directors. Independent Outside Director Tsunehiro Sasanami was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08Oricon Inc. to Report Fiscal Year 2022 Results on May 10, 2022Oricon Inc. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 07Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥17.52 (up from JP¥12.23 in 3Q 2021). Revenue: JP¥1.08b (up 9.3% from 3Q 2021). Net income: JP¥238.0m (up 41% from 3Q 2021). Profit margin: 22% (up from 17% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 7.8%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year.공시 • Feb 05+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expected net sales of JPY 4,460 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 960 million and basic earnings per share of JPY 70.33.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥16.40 (vs JP¥18.52 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.12b (up 13% from 2Q 2021). Net income: JP¥223.0m (down 13% from 2Q 2021). Profit margin: 20% (down from 26% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 06Oricon Inc. (JASDAQ:4800) announces an Equity Buyback for 100,000 shares, for ¥15 million.Oricon Inc. (JASDAQ:4800) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.73% of its share capital, for ¥150 million. The company will repurchase its shares in order to enable the implementation of a flexible capital policy in response to changes in the business environment, along with enhancing shareholder returns. The share repurchase program will run until August 31, 2021. As of June 30, 2021, the company had 13,673,353 shares outstanding (excluding treasury shares) and 1,449,847 shares in treasury.Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥18.53 (vs JP¥16.80 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥1.10b (up 14% from 1Q 2021). Net income: JP¥255.0m (up 9.9% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,041, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,366 per share.Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥62.23 (vs JP¥55.65 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥4.03b (down 3.4% from FY 2020). Net income: JP¥860.0m (up 12% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jun 03Price target increased to JP¥1,360Up from JP¥1,195, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥1,111. Stock is up 19% over the past year.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥62.23 (vs JP¥55.65 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥4.03b (down 3.4% from FY 2020). Net income: JP¥860.0m (up 12% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 13Oricon Inc. (JASDAQ:4800) announces an Equity Buyback for 150,000 shares, representing 1.09% for ¥225 million.Oricon Inc. (JASDAQ:4800) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 1.09% of its share capital, for ¥225 million. The company will repurchase its shares in order to enable the implementation of a flexible capital policy in response to changes in the business environment, along with enhancing shareholder returns. The share repurchase program will run until June 30, 2021. As of May 12, 2021, the company had 13,823,353 shares outstanding (excluding treasury shares) and 1,299,847 shares in treasury.Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,079, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 31x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,294 per share.분석 기사 • May 04What Is Oricon Inc.'s (TYO:4800) Share Price Doing?Oricon Inc. ( TYO:4800 ), is not the largest company out there, but it led the JASDAQ gainers with a relatively large...Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.2%).분석 기사 • Mar 22Is Now The Time To Put Oricon (TYO:4800) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...분석 기사 • Mar 08Declining Stock and Solid Fundamentals: Is The Market Wrong About Oricon Inc. (TYO:4800)?With its stock down 19% over the past three months, it is easy to disregard Oricon (TYO:4800). However, a closer look...공시 • Mar 04Oricon Inc. to Report Fiscal Year 2021 Results on May 11, 2021Oricon Inc. announced that they will report fiscal year 2021 results on May 11, 2021Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,129, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 15.8x. This compares to an average P/E of 46x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 266%.분석 기사 • Feb 21Will Oricon (TYO:4800) Become A Multi-Bagger?To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Is New 90 Day High Low • Feb 17New 90-day low: JP¥970The company is down 20% from its price of JP¥1,205 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,072 per share.Reported Earnings • Feb 09Third quarter 2021 earnings released: EPS JP¥12.23 (vs JP¥15.50 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥987.0m (flat on 3Q 2020). Net income: JP¥169.0m (down 20% from 3Q 2020). Profit margin: 17% (down from 21% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 09Revenue behind estimatesRevenue missed analyst estimates by 0.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 9.0%, compared to a 12% growth forecast for the Interactive Media and Services industry in Japan.분석 기사 • Feb 03Why Dividend Hunters Love Oricon Inc. (TYO:4800)Dividend paying stocks like Oricon Inc. ( TYO:4800 ) tend to be popular with investors, and for good reason - some...분석 기사 • Jan 22Is Now An Opportune Moment To Examine Oricon Inc. (TYO:4800)?While Oricon Inc. ( TYO:4800 ) might not be the most widely known stock at the moment, it received a lot of attention...이익 및 매출 성장 예측TSE:4800 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20297,3301,270N/A1,31913/31/20286,8601,160N/A1,22113/31/20276,5001,050N/A1,13013/31/20266,3206251,0741,127N/A12/31/20256,2611,001N/AN/AN/A9/30/20255,3739871,1441,194N/A6/30/20255,073907N/AN/AN/A3/31/20254,9169921,0801,208N/A12/31/20244,8761,095N/AN/AN/A9/30/20244,8961,0391,0941,269N/A6/30/20244,8541,111N/AN/AN/A3/31/20244,8001,0551,1991,310N/A12/31/20234,7311,010N/AN/AN/A9/30/20234,7501,0291,2991,405N/A6/30/20234,8141,084N/AN/AN/A3/31/20234,8751,106800899N/A12/31/20224,8111,121N/AN/AN/A9/30/20224,6461,078760816N/A6/30/20224,5741,016N/AN/AN/A3/31/20224,5021,0111,0841,146N/A12/31/20214,391919N/AN/AN/A9/30/20214,299850891974N/A6/30/20214,168883N/AN/AN/A3/31/20214,030860666767N/A12/31/20204,021858N/AN/AN/A9/30/20204,024901587711N/A6/30/20204,079821N/AN/AN/A3/31/20204,172765637828N/A12/31/20194,147767N/AN/AN/A9/30/20194,125699N/A906N/A6/30/20194,021659N/AN/AN/A3/31/20193,891577N/A908N/A12/31/20183,823546N/AN/AN/A9/30/20183,781488N/A730N/A6/30/20183,749406N/AN/AN/A3/31/20183,739386N/A760N/A12/31/20173,755338N/AN/AN/A9/30/20173,765347N/A714N/A6/30/20173,776355N/AN/AN/A3/31/20173,781337N/A473N/A12/31/20163,847424N/AN/AN/A9/30/20164,015383N/A501N/A6/30/20164,154342N/AN/AN/A3/31/20164,301331N/A570N/A12/31/20154,392212N/AN/AN/A9/30/20154,468246N/A506N/A6/30/20154,497249N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 4800 의 연간 예상 수익 증가율(19.9%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 4800 의 연간 수익(19.9%)이 JP 시장(8.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 4800 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 4800 의 수익(연간 5%)이 JP 시장(연간 5.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 4800 의 수익(연간 5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 4800의 자본 수익률은 3년 후 16.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 08:58종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Oricon Inc.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.분석가기관Nobuo KurahashiIchiyoshi Research Institute Inc.Yukari HousuiTokai Tokyo Intelligence Laboratory Co., Ltd.
공시 • Apr 27+ 1 more updateOricon Inc. Revises Consolidated Earnings Guidance for the Full Year Ended March 31, 2024Oricon Inc. revised consolidated earnings guidance for the full year ended March 31, 2024. For the period, the company expects net sales to be JPY 4,800 million, operating profit to be JPY 1,556 million, net income attributable to owners of the parent to be JPY 1,055 million or JPY 79.99 per share compared to previous guidance of net sales to be JPY 5,100 million, operating profit to be JPY 1,830 million, net income attributable to owners of the parent to be JPY 1,180 million or JPY 88.77 per share.
공시 • Feb 04+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales to be JPY 4,850 million, operating profit to be JPY 1,650 million, net income attributable to owners of the parent to be JPY 1,070 million and basic earnings per share to be JPY 78.83.
공시 • Nov 05+ 1 more updateOricon Inc. Provides Financial Guidance for the Year Ending March 2023Oricon Inc. provided financial guidance for the year ending march 2023. For the period, the company expected net sales of JPY 4,850 million, Operating profit of JPY 1,650 million, Profit attributable to owners of parent of JPY 1,070 million and Basic earnings per share of JPY 78.83.
공시 • Aug 06Oricon Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the year ending March 31,2023. For the year, the company expected, net sales to be JPY 4,850 million, Operating profit to be JPY 1,650 million, Profit attributable to owners of parent to be JPY 1,070 million and Basic earnings per share to be JPY 78.83.
공시 • Feb 05+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expected net sales of JPY 4,460 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 960 million and basic earnings per share of JPY 70.33.
Price Target Changed • Jun 03Price target increased to JP¥1,360Up from JP¥1,195, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥1,111. Stock is up 19% over the past year.
분석 기사 • May 16There May Be Some Bright Spots In Oricon's (TSE:4800) EarningsInvestors were disappointed with the weak earnings posted by Oricon Inc. ( TSE:4800 ). Despite the soft profit numbers...
New Risk • May 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥12.8b market cap, or US$81.3m).
New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 20% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.9% net profit margin). Market cap is less than US$100m (JP¥14.5b market cap, or US$92.8m).
Reported Earnings • May 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥48.67 (down from JP¥76.41 in FY 2025). Revenue: JP¥6.32b (up 29% from FY 2025). Net income: JP¥625.0m (down 37% from FY 2025). Profit margin: 9.9% (down from 20% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • May 08+ 1 more updateOricon Inc. to Report Fiscal Year 2026 Results on May 08, 2026Oricon Inc. announced that they will report fiscal year 2026 results on May 08, 2026
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥978, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Negligible returns to shareholders over past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥25.91 (vs JP¥24.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥25.91 (up from JP¥24.45 in 3Q 2025). Revenue: JP¥2.09b (up 74% from 3Q 2025). Net income: JP¥332.6m (up 4.7% from 3Q 2025). Profit margin: 16% (down from 26% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
분석 기사 • Nov 30Oricon's (TSE:4800) Dividend Will Be ¥36.00The board of Oricon Inc. ( TSE:4800 ) has announced that it will pay a dividend on the 29th of June, with investors...
공시 • Nov 29Oricon Inc. to Report Q3, 2026 Results on Feb 05, 2026Oricon Inc. announced that they will report Q3, 2026 results on Feb 05, 2026
분석 기사 • Nov 08Oricon (TSE:4800) Has Announced A Dividend Of ¥36.00Oricon Inc. ( TSE:4800 ) will pay a dividend of ¥36.00 on the 29th of June. Based on this payment, the dividend yield...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥18.52 (vs JP¥12.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.52 (up from JP¥12.11 in 2Q 2025). Revenue: JP¥1.47b (up 26% from 2Q 2025). Net income: JP¥237.8m (up 51% from 2Q 2025). Profit margin: 16% (up from 13% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
공시 • Sep 02Oricon Inc. to Report Q2, 2026 Results on Nov 06, 2025Oricon Inc. announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥16.26 (vs JP¥22.67 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.26 (down from JP¥22.67 in 1Q 2025). Revenue: JP¥1.33b (up 13% from 1Q 2025). Net income: JP¥209.0m (down 29% from 1Q 2025). Profit margin: 16% (down from 25% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.
공시 • Jun 04Oricon Inc. to Report Q1, 2026 Results on Aug 05, 2025Oricon Inc. announced that they will report Q1, 2026 results on Aug 05, 2025
분석 기사 • May 15We Think That There Are More Issues For Oricon (TSE:4800) Than Just Sluggish EarningsThe subdued market reaction suggests that Oricon Inc.'s ( TSE:4800 ) recent earnings didn't contain any surprises...
Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥76.41 (down from JP¥79.98 in FY 2024). Revenue: JP¥4.92b (up 2.4% from FY 2024). Net income: JP¥992.0m (down 6.0% from FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
공시 • May 08Oricon Inc., Annual General Meeting, Jun 26, 2025Oricon Inc., Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
공시 • Mar 01Oricon Inc. to Report Fiscal Year 2025 Results on May 08, 2025Oricon Inc. announced that they will report fiscal year 2025 results on May 08, 2025
Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥24.47 (vs JP¥19.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.47 (up from JP¥19.91 in 3Q 2024). Revenue: JP¥1.21b (down 1.6% from 3Q 2024). Net income: JP¥318.0m (up 21% from 3Q 2024). Profit margin: 26% (up from 21% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Interactive Media and Services industry in Japan. 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.
공시 • Feb 05Oricon Inc. (TSE:4800) announces an Equity Buyback for 200,000 shares, representing 1.52% for ¥200 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.52% of its share capital, for ¥200 million. The purpose of the program is to improve capital efficiency through investments in growth areas, enhance shareholder returns, and enable the implementation of flexible capital policies that respond to changes in the business environment. The share repurchase program will run until April 30, 2025. As of December 31, 2024, the company had 13,173,475 shares outstanding (excluding treasury shares) and 1,949,725 shares in treasury.
공시 • Nov 30Oricon Inc. to Report Q3, 2025 Results on Feb 05, 2025Oricon Inc. announced that they will report Q3, 2025 results on Feb 05, 2025
Declared Dividend • Nov 08Dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥12.11 (vs JP¥17.30 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.11 (down from JP¥17.30 in 2Q 2024). Revenue: JP¥1.17b (up 3.7% from 2Q 2024). Net income: JP¥157.4m (down 32% from 2Q 2024). Profit margin: 13% (down from 20% 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 7.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • Oct 15Oricon Inc. (TSE:4800) acquired Shinasa, K.K.Oricon Inc. (TSE:4800) acquired Shinasa, K.K. on October 15, 2024. Oricon Inc. (TSE:4800) completed the acquisition of Shinasa, K.K. on October 15, 2024.
공시 • Aug 27Oricon Inc. to Report Q2, 2025 Results on Nov 06, 2024Oricon Inc. announced that they will report Q2, 2025 results on Nov 06, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥22.67 (vs JP¥17.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥22.67 (up from JP¥17.90 in 1Q 2024). Revenue: JP¥1.17b (up 4.9% from 1Q 2024). Net income: JP¥294.6m (up 24% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. 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 12% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 07Oricon (TSE:4800) Is Reinvesting To Multiply In ValueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
공시 • Jun 06Oricon Inc. to Report Q1, 2025 Results on Aug 05, 2024Oricon Inc. announced that they will report Q1, 2025 results on Aug 05, 2024
공시 • May 10Oricon Inc., Annual General Meeting, Jun 26, 2024Oricon Inc., Annual General Meeting, Jun 26, 2024.
Reported Earnings • May 09Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥79.98 (down from JP¥82.41 in FY 2023). Revenue: JP¥4.80b (down 1.5% from FY 2023). Net income: JP¥1.06b (down 4.6% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • May 09+ 1 more updateOricon Inc. Announces Change in Dividend PolicyOricon Inc. announces that it will change its dividend policy as follows starting from FY2024, as detailed below. Details of Dividend Policy: [Before the Change]: Oricon regards the return of profits to shareholders as one of its most important management issues, and its basic policy is to continue to provide stable dividends as much as possible while securing the internal reserves necessary to strengthen its management base to prepare for future business development and rapid changes in management. [After the Change]: Oricon regards the return of profits to shareholders as one of its most important management issues, and its basic policy is to continue to provide stable dividends as much as possible with a target payout ratio of 40% while securing the internal reserves necessary to strengthen its management base to prepare for future business development and rapid changes in management. Reasons for the change: As a result of comprehensive consideration of financial situation, the future economic environment, and various indicators that are particularly important in the stock market, it will revise dividend policy to promote further shareholder returns. Schedule: This change will be applied from the fiscal year ending March 31, 2025.
공시 • Apr 27+ 1 more updateOricon Inc. Revises Consolidated Earnings Guidance for the Full Year Ended March 31, 2024Oricon Inc. revised consolidated earnings guidance for the full year ended March 31, 2024. For the period, the company expects net sales to be JPY 4,800 million, operating profit to be JPY 1,556 million, net income attributable to owners of the parent to be JPY 1,055 million or JPY 79.99 per share compared to previous guidance of net sales to be JPY 5,100 million, operating profit to be JPY 1,830 million, net income attributable to owners of the parent to be JPY 1,180 million or JPY 88.77 per share.
공시 • Apr 05Homma Yosuke acquired StayList Inc. from Oricon Inc. (TSE:4800).Homma Yosuke acquired StayList Inc. from Oricon Inc. (TSE:4800) on April 3, 2024.Homma Yosuke completed the acquisition of StayList Inc. from Oricon Inc. (TSE:4800) on April 3, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).
분석 기사 • Mar 03Oricon (TSE:4800) Has Announced A Dividend Of ¥27.00Oricon Inc. ( TSE:4800 ) will pay a dividend of ¥27.00 on the 1st of July. This means the annual payment is 3.2% of the...
공시 • Mar 02Oricon Inc. to Report Fiscal Year 2024 Results on May 08, 2024Oricon Inc. announced that they will report fiscal year 2024 results on May 08, 2024
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥19.91 (vs JP¥21.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.91 (down from JP¥21.10 in 3Q 2023). Revenue: JP¥1.23b (down 1.5% from 3Q 2023). Net income: JP¥262.0m (down 6.8% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Feb 03+ 1 more updateOricon Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Oricon Inc. provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 27 per share as compared to JPY 27 per share a year ago.
공시 • Nov 29Oricon Inc. to Report Q3, 2024 Results on Feb 02, 2024Oricon Inc. announced that they will report Q3, 2024 results on Feb 02, 2024
공시 • Nov 07Oricon Inc. (TSE:4800) announces an Equity Buyback for 300,000 shares, representing 2.23% for ¥300 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.23% of its share capital, for ¥300 million. The purpose of the program is to ensure financial soundness, improve capital efficiency through investment in growth fields, enhance shareholder returns, and enable flexible execution of capital policies in response to changes in the business environment. The share repurchase program will run until January 31, 2024. As of September 30, 2023, the company had 13,473,522 shares outstanding (excluding treasury shares) and 1,649,678 shares in treasury.
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥17.30 (vs JP¥21.13 in 2Q 2023)Second quarter 2024 results: EPS: JP¥17.30 (down from JP¥21.13 in 2Q 2023). Revenue: JP¥1.13b (down 5.4% from 2Q 2023). Net income: JP¥230.0m (down 19% from 2Q 2023). Profit margin: 20% (down from 24% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Aug 30Oricon Inc. to Report Q2, 2024 Results on Nov 06, 2023Oricon Inc. announced that they will report Q2, 2024 results on Nov 06, 2023
Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥17.95 (vs JP¥19.16 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.95 (down from JP¥19.16 in 1Q 2023). Revenue: JP¥1.11b (down 5.2% from 1Q 2023). Net income: JP¥238.6m (down 8.2% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • May 31Oricon Inc. to Report Q1, 2024 Results on Aug 04, 2023Oricon Inc. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥82.41 (up from JP¥74.17 in FY 2022). Revenue: JP¥4.88b (up 8.3% from FY 2022). Net income: JP¥1.11b (up 9.4% from FY 2022). Profit margin: 23% (in line with FY 2022). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 6.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • May 11Oricon Inc., Annual General Meeting, Jun 28, 2023Oricon Inc., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥21.10 (vs JP¥17.52 in 3Q 2022)Third quarter 2023 results: EPS: JP¥21.10 (up from JP¥17.52 in 3Q 2022). Revenue: JP¥1.24b (up 15% from 3Q 2022). Net income: JP¥281.0m (up 18% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Feb 04+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales to be JPY 4,850 million, operating profit to be JPY 1,650 million, net income attributable to owners of the parent to be JPY 1,070 million and basic earnings per share to be JPY 78.83.
공시 • Dec 01Oricon Inc. to Report Q3, 2023 Results on Feb 03, 2023Oricon Inc. announced that they will report Q3, 2023 results on Feb 03, 2023
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. 3 non-independent directors. Independent Outside Director Tsunehiro Sasanami was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥21.13 (vs JP¥16.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.13 (up from JP¥16.40 in 2Q 2022). Revenue: JP¥1.20b (up 6.4% from 2Q 2022). Net income: JP¥285.0m (up 28% from 2Q 2022). Profit margin: 24% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Nov 05+ 1 more updateOricon Inc. Provides Financial Guidance for the Year Ending March 2023Oricon Inc. provided financial guidance for the year ending march 2023. For the period, the company expected net sales of JPY 4,850 million, Operating profit of JPY 1,650 million, Profit attributable to owners of parent of JPY 1,070 million and Basic earnings per share of JPY 78.83.
공시 • Aug 31Oricon Inc. to Report Q2, 2023 Results on Nov 04, 2022Oricon Inc. announced that they will report Q2, 2023 results on Nov 04, 2022
공시 • Aug 24Oricon Inc. (TSE:4800) announces an Equity Buyback for 300,000 shares, representing 2.21% for ¥360 million.Oricon Inc. (TSE:4800) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.21% of its share capital, for ¥360 million. The purpose of the program is to ensure financial soundness, improve capital efficiency through investment in growth fields, enhance shareholder returns, and enable flexible execution of capital policies in response to changes in the business environment. The share repurchase program will run until October 31, 2022. As of March 31, 2022, the company had 13,573,322 shares outstanding (excluding treasury shares) and 1,549,878 shares in treasury.
공시 • Aug 07Oricon Inc. Provides Dividend Guidance for the Year End March 2023Oricon Inc. provides dividend guidance for the year end March 2023. For the period, The company expects dividend of JPY 24 per share.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥19.16 (vs JP¥18.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.16 (up from JP¥18.53 in 1Q 2022). Revenue: JP¥1.18b (up 6.5% from 1Q 2022). Net income: JP¥260.0m (up 2.0% from 1Q 2022). Profit margin: 22% (down from 23% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공시 • Aug 06Oricon Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Oricon Inc. provided consolidated earnings guidance for the year ending March 31,2023. For the year, the company expected, net sales to be JPY 4,850 million, Operating profit to be JPY 1,650 million, Profit attributable to owners of parent to be JPY 1,070 million and Basic earnings per share to be JPY 78.83.
Reported Earnings • Jun 26Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥74.17 (up from JP¥62.23 in FY 2021). Revenue: JP¥4.50b (up 12% from FY 2021). Net income: JP¥1.01b (up 18% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 5.6%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • May 29Oricon Inc. to Report Q1, 2023 Results on Aug 05, 2022Oricon Inc. announced that they will report Q1, 2023 results on Aug 05, 2022
공시 • May 12+ 1 more updateOricon Inc. Announces Dividend for Year End March 2022, Payable on June 23, 2022; Provides Dividend Guidance for the Year End March 2023Oricon Inc. announced dividend of JPY 23.00 per share for year end March 2022. Dividend payable date (as planned) is June 23, 2022.For the year end March 2023, the company expected dividend to be JPY 24.00 per share.
Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥74.17 (up from JP¥62.23 in FY 2021). Revenue: JP¥4.50b (up 12% from FY 2021). Net income: JP¥1.01b (up 18% from FY 2021). Profit margin: 23% (up from 21% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 6.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • May 10Oricon Inc., Annual General Meeting, Jun 22, 2022Oricon Inc., Annual General Meeting, Jun 22, 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. 3 non-independent directors. Independent Outside Director Tsunehiro Sasanami was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08Oricon Inc. to Report Fiscal Year 2022 Results on May 10, 2022Oricon Inc. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥17.52 (up from JP¥12.23 in 3Q 2021). Revenue: JP¥1.08b (up 9.3% from 3Q 2021). Net income: JP¥238.0m (up 41% from 3Q 2021). Profit margin: 22% (up from 17% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 7.8%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year.
공시 • Feb 05+ 1 more updateOricon Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Oricon Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expected net sales of JPY 4,460 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 960 million and basic earnings per share of JPY 70.33.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥16.40 (vs JP¥18.52 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.12b (up 13% from 2Q 2021). Net income: JP¥223.0m (down 13% from 2Q 2021). Profit margin: 20% (down from 26% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 06Oricon Inc. (JASDAQ:4800) announces an Equity Buyback for 100,000 shares, for ¥15 million.Oricon Inc. (JASDAQ:4800) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.73% of its share capital, for ¥150 million. The company will repurchase its shares in order to enable the implementation of a flexible capital policy in response to changes in the business environment, along with enhancing shareholder returns. The share repurchase program will run until August 31, 2021. As of June 30, 2021, the company had 13,673,353 shares outstanding (excluding treasury shares) and 1,449,847 shares in treasury.
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥18.53 (vs JP¥16.80 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥1.10b (up 14% from 1Q 2021). Net income: JP¥255.0m (up 9.9% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,041, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,366 per share.
Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥62.23 (vs JP¥55.65 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥4.03b (down 3.4% from FY 2020). Net income: JP¥860.0m (up 12% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jun 03Price target increased to JP¥1,360Up from JP¥1,195, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥1,111. Stock is up 19% over the past year.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥62.23 (vs JP¥55.65 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥4.03b (down 3.4% from FY 2020). Net income: JP¥860.0m (up 12% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 13Oricon Inc. (JASDAQ:4800) announces an Equity Buyback for 150,000 shares, representing 1.09% for ¥225 million.Oricon Inc. (JASDAQ:4800) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 1.09% of its share capital, for ¥225 million. The company will repurchase its shares in order to enable the implementation of a flexible capital policy in response to changes in the business environment, along with enhancing shareholder returns. The share repurchase program will run until June 30, 2021. As of May 12, 2021, the company had 13,823,353 shares outstanding (excluding treasury shares) and 1,299,847 shares in treasury.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,079, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 31x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,294 per share.
분석 기사 • May 04What Is Oricon Inc.'s (TYO:4800) Share Price Doing?Oricon Inc. ( TYO:4800 ), is not the largest company out there, but it led the JASDAQ gainers with a relatively large...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.2%).
분석 기사 • Mar 22Is Now The Time To Put Oricon (TYO:4800) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
분석 기사 • Mar 08Declining Stock and Solid Fundamentals: Is The Market Wrong About Oricon Inc. (TYO:4800)?With its stock down 19% over the past three months, it is easy to disregard Oricon (TYO:4800). However, a closer look...
공시 • Mar 04Oricon Inc. to Report Fiscal Year 2021 Results on May 11, 2021Oricon Inc. announced that they will report fiscal year 2021 results on May 11, 2021
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,129, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 15.8x. This compares to an average P/E of 46x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 266%.
분석 기사 • Feb 21Will Oricon (TYO:4800) Become A Multi-Bagger?To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Is New 90 Day High Low • Feb 17New 90-day low: JP¥970The company is down 20% from its price of JP¥1,205 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,072 per share.
Reported Earnings • Feb 09Third quarter 2021 earnings released: EPS JP¥12.23 (vs JP¥15.50 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥987.0m (flat on 3Q 2020). Net income: JP¥169.0m (down 20% from 3Q 2020). Profit margin: 17% (down from 21% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 09Revenue behind estimatesRevenue missed analyst estimates by 0.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 9.0%, compared to a 12% growth forecast for the Interactive Media and Services industry in Japan.
분석 기사 • Feb 03Why Dividend Hunters Love Oricon Inc. (TYO:4800)Dividend paying stocks like Oricon Inc. ( TYO:4800 ) tend to be popular with investors, and for good reason - some...
분석 기사 • Jan 22Is Now An Opportune Moment To Examine Oricon Inc. (TYO:4800)?While Oricon Inc. ( TYO:4800 ) might not be the most widely known stock at the moment, it received a lot of attention...