View Future GrowthExtremeLtd 과거 순이익 실적과거 기준 점검 3/6ExtremeLtd은 연평균 19.2%의 비율로 수입이 증가해 온 반면, Entertainment 산업은 수입이 5.9% 증가했습니다. 매출은 연평균 13.4%의 비율로 증가했습니다. ExtremeLtd의 자기자본이익률은 16.7%이고 순이익률은 10%입니다.핵심 정보19.25%순이익 성장률19.69%주당순이익(EPS) 성장률Entertainment 산업 성장률17.91%매출 성장률13.41%자기자본이익률16.73%순이익률9.98%다음 순이익 업데이트14 Aug 2026최근 과거 실적 업데이트Reported Earnings • May 19Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥220 (up from JP¥209 in FY 2025). Revenue: JP¥11.8b (up 4.1% from FY 2025). Net income: JP¥1.18b (up 4.2% from FY 2025). Profit margin: 10.0% (in line with FY 2025). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.공시 • May 10+ 3 more updatesExtreme Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Extreme Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥64.63 (vs JP¥61.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.63 (up from JP¥61.76 in 3Q 2025). Revenue: JP¥2.99b (up 8.5% from 3Q 2025). Net income: JP¥346.0m (up 3.9% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.분석 기사 • Nov 25Solid Earnings Reflect ExtremeLtd's (TSE:6033) Strength As A BusinessEven though Extreme Co.,Ltd.'s ( TSE:6033 ) recent earnings release was robust, the market didn't seem to notice. Our...Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥49.31 (vs JP¥52.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥49.31 (down from JP¥52.75 in 2Q 2025). Revenue: JP¥2.83b (down 12% from 2Q 2025). Net income: JP¥264.0m (down 7.7% from 2Q 2025). Profit margin: 9.3% (up from 8.9% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥36.24 (vs JP¥45.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.24 (down from JP¥45.46 in 1Q 2025). Revenue: JP¥2.81b (up 18% from 1Q 2025). Net income: JP¥194.0m (down 22% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesReported Earnings • May 19Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥220 (up from JP¥209 in FY 2025). Revenue: JP¥11.8b (up 4.1% from FY 2025). Net income: JP¥1.18b (up 4.2% from FY 2025). Profit margin: 10.0% (in line with FY 2025). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.공시 • May 14Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2026Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2026.공시 • May 10+ 3 more updatesExtreme Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Extreme Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥62.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥64.63 (vs JP¥61.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.63 (up from JP¥61.76 in 3Q 2025). Revenue: JP¥2.99b (up 8.5% from 3Q 2025). Net income: JP¥346.0m (up 3.9% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.분석 기사 • Nov 25Solid Earnings Reflect ExtremeLtd's (TSE:6033) Strength As A BusinessEven though Extreme Co.,Ltd.'s ( TSE:6033 ) recent earnings release was robust, the market didn't seem to notice. Our...Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥49.31 (vs JP¥52.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥49.31 (down from JP¥52.75 in 2Q 2025). Revenue: JP¥2.83b (down 12% from 2Q 2025). Net income: JP¥264.0m (down 7.7% from 2Q 2025). Profit margin: 9.3% (up from 8.9% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥36.24 (vs JP¥45.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.24 (down from JP¥45.46 in 1Q 2025). Revenue: JP¥2.81b (up 18% from 1Q 2025). Net income: JP¥194.0m (down 22% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥209 (vs JP¥188 in FY 2024)Full year 2025 results: EPS: JP¥209 (up from JP¥188 in FY 2024). Revenue: JP¥11.3b (up 11% from FY 2024). Net income: JP¥1.13b (up 9.3% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.분석 기사 • May 26We Think ExtremeLtd's (TSE:6033) Healthy Earnings Might Be ConservativeExtreme Co.,Ltd.'s ( TSE:6033 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥209 (vs JP¥188 in FY 2024)Full year 2025 results: EPS: JP¥209 (up from JP¥188 in FY 2024). Revenue: JP¥11.3b (up 11% from FY 2024). Net income: JP¥1.13b (up 9.3% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • May 14Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2025Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2025.Buy Or Sell Opportunity • May 14Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥1,180. The fair value is estimated to be JP¥1,546, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 30%.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (JP¥5.40b market cap, or US$36.9m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥996, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 11% over the past three years.공시 • Mar 27+ 3 more updatesExtreme Co.,Ltd. to Report Q1, 2026 Results on Aug 13, 2025Extreme Co.,Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥61.76 (vs JP¥25.81 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.76 (up from JP¥25.81 in 3Q 2024). Revenue: JP¥2.76b (up 4.3% from 3Q 2024). Net income: JP¥333.0m (up 135% from 3Q 2024). Profit margin: 12% (up from 5.4% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥1,469. The fair value is estimated to be JP¥1,220, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.분석 기사 • Jan 21ExtremeLtd (TSE:6033) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Jan 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥1,509. The fair value is estimated to be JP¥1,240, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.Buy Or Sell Opportunity • Dec 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to JP¥1,485. The fair value is estimated to be JP¥1,236, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.분석 기사 • Nov 25ExtremeLtd's (TSE:6033) Profits Appear To Have Quality IssuesThe market for Extreme Co.,Ltd.'s ( TSE:6033 ) stock was strong after it released a healthy earnings report last week...분석 기사 • Nov 21The Market Lifts Extreme Co.,Ltd. (TSE:6033) Shares 26% But It Can Do MoreDespite an already strong run, Extreme Co.,Ltd. ( TSE:6033 ) shares have been powering on, with a gain of 26% in the...공시 • Nov 13Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.48% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.48% of its issued share capital, for ¥100 million. The acquisition is aimed at implementing a flexible capital policy in response to future changes in the business environment. The program will expire on March 31, 2025. As of September 30, 2024, the company had 5,421,608 shares in issue (excluding treasury shares) and 80,868 shares in treasury.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,338, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 25x in the Entertainment industry in Japan. Total returns to shareholders of 30% over the past three years.Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥45.46 (vs JP¥57.62 in 1Q 2024)First quarter 2025 results: EPS: JP¥45.46 (down from JP¥57.62 in 1Q 2024). Revenue: JP¥2.38b (down 3.5% from 1Q 2024). Net income: JP¥249.0m (down 22% from 1Q 2024). Profit margin: 11% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.분석 기사 • Aug 05Market Cool On Extreme Co.,Ltd.'s (TSE:6033) Earnings Pushing Shares 34% LowerExtreme Co.,Ltd. ( TSE:6033 ) shareholders that were waiting for something to happen have been dealt a blow with a 34...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% 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¥4.70b market cap, or US$33.0m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to JP¥867, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 24x in the Entertainment industry in Japan. Total loss to shareholders of 6.0% over the past three years.Buy Or Sell Opportunity • Aug 05Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to JP¥867. The fair value is estimated to be JP¥1,234, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%.Buy Or Sell Opportunity • Jul 03Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,324. The fair value is estimated to be JP¥1,099, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%.Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥188 (vs JP¥148 in FY 2023)Full year 2024 results: EPS: JP¥188 (up from JP¥148 in FY 2023). Revenue: JP¥10.2b (up 16% from FY 2023). Net income: JP¥1.03b (up 27% from FY 2023). Profit margin: 10% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 31% 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 16+ 1 more updateExtreme Co.,Ltd., Annual General Meeting, Jun 26, 2024Extreme Co.,Ltd., Annual General Meeting, Jun 26, 2024.공시 • May 15Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.45% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.45% of its issued share capital, for ¥ 100 million. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment and shareholders return. The plan will be valid till September 30, 2024. As of March 31, 2024, the company had 5,502,376 shares (excluding treasury stock) and 868 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.8%).공시 • Mar 03+ 3 more updatesExtreme Co.,Ltd. to Report Q3, 2025 Results on Feb 13, 2025Extreme Co.,Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥25.81 (vs JP¥25.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.81 (down from JP¥25.84 in 3Q 2023). Revenue: JP¥2.64b (up 16% from 3Q 2023). Net income: JP¥142.0m (flat on 3Q 2023). Profit margin: 5.4% (down from 6.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥47.62 (vs JP¥37.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥47.62 (up from JP¥37.66 in 2Q 2023). Revenue: JP¥2.37b (up 12% from 2Q 2023). Net income: JP¥262.0m (up 27% from 2Q 2023). Profit margin: 11% (up from 9.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥57.62 (vs JP¥37.85 in 1Q 2023)First quarter 2024 results: EPS: JP¥57.62 (up from JP¥37.85 in 1Q 2023). Revenue: JP¥2.47b (up 27% from 1Q 2023). Net income: JP¥317.0m (up 52% from 1Q 2023). Profit margin: 13% (up from 11% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥1,558, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 23%.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.1%).Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥25.84 (vs JP¥4.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.84 (up from JP¥4.20 in 3Q 2022). Revenue: JP¥2.28b (up 19% from 3Q 2022). Net income: JP¥142.0m (up JP¥119.0m from 3Q 2022). Profit margin: 6.2% (up from 1.2% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 19% per year.Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be JP¥1,557, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥37.66 (vs JP¥22.63 in 2Q 2022)Second quarter 2023 results: EPS: JP¥37.66 (up from JP¥22.63 in 2Q 2022). Revenue: JP¥2.12b (up 23% from 2Q 2022). Net income: JP¥207.0m (up 67% from 2Q 2022). Profit margin: 9.7% (up from 7.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • Nov 16Extreme Co.,Ltd. (TSE:6033) agreed to acquire a 51.3% stake in SAS Co., Ltd. from Motohiro Umeki and Yui Takarada.Extreme Co.,Ltd. (TSE:6033) agreed to acquire a 51.3% stake in SAS Co., Ltd. from Motohiro Umeki and Yui Takarada on November 14, 2022. For the year ended September 2022, SAS Co., Ltd. reported net worth of 410 million, total assets of 500 million, revenues of 760 million, EBIT of 58.02 million, net income of 40.8 million. The transaction is expected to close on November 18, 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent External Director Toshio Yamaguchi was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be JP¥1,617, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.Buying Opportunity • Aug 26Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥1,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥37.85 (vs JP¥26.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥37.85 (up from JP¥26.13 in 1Q 2022). Revenue: JP¥1.94b (up 14% from 1Q 2022). Net income: JP¥208.0m (up 46% from 1Q 2022). Profit margin: 11% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,091, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 19x in the Entertainment industry in Japan. Total loss to shareholders of 32% over the past three years.공시 • May 15Extreme Co.,Ltd., Annual General Meeting, Jun 29, 2022Extreme Co.,Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent 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. No independent directors (3 non-independent directors). Audit & Supervisory Board Member Izumi Sato was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 08Extreme Co.,Ltd. to Report Q3, 2022 Results on Feb 13, 2023Extreme Co.,Ltd. announced that they will report Q3, 2022 results on Feb 13, 2023Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥981, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 16x in the Entertainment industry in Japan. Total loss to shareholders of 58% over the past three years.Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥4.20 (down from JP¥22.55 in 3Q 2021). Revenue: JP¥1.92b (up 23% from 3Q 2021). Net income: JP¥23.0m (down 81% from 3Q 2021). Profit margin: 1.2% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥22.63 (vs JP¥20.35 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥1.72b (up 14% from 2Q 2021). Net income: JP¥124.0m (up 12% from 2Q 2021). Profit margin: 7.2% (down from 7.4% 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 7% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,153, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 17x in the Entertainment industry in Japan. Total loss to shareholders of 75% over the past three years.공시 • Aug 20Extreme Co.,Ltd. (TSE:6033) agreed to acquire 15% stake in Nexton Co., Ltd. from Akihiko Suzuki.Extreme Co.,Ltd. (TSE:6033) agreed to acquire 15% stake in Nexton Co., Ltd. from Akihiko Suzuki on August 19, 2021. Under the terms of the transaction, Extreme Co.,Ltd. will acquire 60 shares in Nexton Co., Ltd. For the year ended December 31, 2020, Nexton Co., Ltd. reported total assets of ¥1.1 billion, total common equity of ¥339 million, sales of ¥837.3 million, operating income of ¥27.9 million and net income of ¥14.5 million. The transaction is resolved by the Board of Extreme Co.,Ltd. The transaction is expected to close on August 31, 2021. The impact of transaction on the business results for the current fiscal year is currently under scrutiny.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,154, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 28x in the Entertainment industry in Japan. Total returns to shareholders of 85% over the past three years.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥90.01 (vs JP¥178 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.23b (down 13% from FY 2020). Net income: JP¥491.0m (down 49% from FY 2020). Profit margin: 7.9% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥1,034, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 27x in the Entertainment industry in Japan. Total returns to shareholders of 74% over the past three years.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: 2.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,356, the stock trades at a trailing P/E ratio of 12.7x, up from the previous P/E ratio of 10.8x. Average P/E is 33x in the Entertainment industry in Japan. Total returns to shareholders over the past three years are 106%.Is New 90 Day High Low • Mar 15New 90-day high: JP¥1,356The company is up 16% from a price of JP¥1,168 on 15 December 2020. Outperformed the Japanese market which is up 9.0% over the last 90 days. Exceeded the Entertainment industry, which is up 5.0% over the same period.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥22.55 (vs JP¥59.36 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.56b (down 14% from 3Q 2020). Net income: JP¥123.0m (down 62% from 3Q 2020). Profit margin: 7.9% (down from 18% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Dec 07New 90-day low: JP¥1,142The company is down 23% from its price of JP¥1,476 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 5.0% over the same period.매출 및 비용 세부 내역ExtremeLtd가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:6033 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2611,7961,1772,141031 Dec 2511,6171,0662,104030 Sep 2511,3831,0532,173030 Jun 2511,7691,0752,115031 Mar 2511,3361,1302,018031 Dec 2411,0891,1811,970030 Sep 2410,9759901,884030 Jun 2410,1309661,812031 Mar 2410,2171,0341,799031 Dec 239,9569781,710030 Sep 239,5959781,696030 Jun 239,3479231,635031 Mar 238,8168141,480031 Dec 228,2237191,378030 Sep 227,8636001,315030 Jun 227,4615171,298031 Mar 227,2314521,286031 Dec 216,9364161,290030 Sep 216,5735161,173030 Jun 216,3575031,139031 Mar 216,2304911,155031 Dec 206,4635841,166030 Sep 206,7257841,196030 Jun 207,0658991,195031 Mar 207,1619661,213031 Dec 197,1701,0511,206030 Sep 197,1689591,142030 Jun 196,7977291,097031 Mar 196,2865601,026031 Dec 185,274293924030 Sep 184,271109894030 Jun 183,615165852031 Mar 183,261174827031 Dec 173,308197794030 Sep 173,296227752030 Jun 173,296250720031 Mar 173,2892787000양질의 수익: 6033는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 6033의 현재 순 이익률 (10%)은 지난해 (10%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 6033의 수익은 지난 5년 동안 연평균 19.2% 증가했습니다.성장 가속화: 지난 1년간 6033 의 수익 증가율(4.2%)은 5년 평균(연간 19.2%)보다 낮습니다.수익 대 산업: 6033의 지난 1년 수익 증가율(4.2%)은 Entertainment 업계 평균(13.2%)을 능가하지 못했습니다.자기자본이익률높은 ROE: 6033의 자본 수익률(16.7%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMedia 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 10:07종가2026/05/22 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 소스Extreme Co.,Ltd.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.분석가기관null nullInvestment Bridge Co., Ltd.
Reported Earnings • May 19Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥220 (up from JP¥209 in FY 2025). Revenue: JP¥11.8b (up 4.1% from FY 2025). Net income: JP¥1.18b (up 4.2% from FY 2025). Profit margin: 10.0% (in line with FY 2025). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
공시 • May 10+ 3 more updatesExtreme Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Extreme Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥64.63 (vs JP¥61.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.63 (up from JP¥61.76 in 3Q 2025). Revenue: JP¥2.99b (up 8.5% from 3Q 2025). Net income: JP¥346.0m (up 3.9% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
분석 기사 • Nov 25Solid Earnings Reflect ExtremeLtd's (TSE:6033) Strength As A BusinessEven though Extreme Co.,Ltd.'s ( TSE:6033 ) recent earnings release was robust, the market didn't seem to notice. Our...
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥49.31 (vs JP¥52.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥49.31 (down from JP¥52.75 in 2Q 2025). Revenue: JP¥2.83b (down 12% from 2Q 2025). Net income: JP¥264.0m (down 7.7% from 2Q 2025). Profit margin: 9.3% (up from 8.9% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥36.24 (vs JP¥45.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.24 (down from JP¥45.46 in 1Q 2025). Revenue: JP¥2.81b (up 18% from 1Q 2025). Net income: JP¥194.0m (down 22% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 19Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥220 (up from JP¥209 in FY 2025). Revenue: JP¥11.8b (up 4.1% from FY 2025). Net income: JP¥1.18b (up 4.2% from FY 2025). Profit margin: 10.0% (in line with FY 2025). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
공시 • May 14Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2026Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2026.
공시 • May 10+ 3 more updatesExtreme Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Extreme Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥62.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥64.63 (vs JP¥61.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.63 (up from JP¥61.76 in 3Q 2025). Revenue: JP¥2.99b (up 8.5% from 3Q 2025). Net income: JP¥346.0m (up 3.9% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
분석 기사 • Nov 25Solid Earnings Reflect ExtremeLtd's (TSE:6033) Strength As A BusinessEven though Extreme Co.,Ltd.'s ( TSE:6033 ) recent earnings release was robust, the market didn't seem to notice. Our...
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥49.31 (vs JP¥52.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥49.31 (down from JP¥52.75 in 2Q 2025). Revenue: JP¥2.83b (down 12% from 2Q 2025). Net income: JP¥264.0m (down 7.7% from 2Q 2025). Profit margin: 9.3% (up from 8.9% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥36.24 (vs JP¥45.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.24 (down from JP¥45.46 in 1Q 2025). Revenue: JP¥2.81b (up 18% from 1Q 2025). Net income: JP¥194.0m (down 22% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥209 (vs JP¥188 in FY 2024)Full year 2025 results: EPS: JP¥209 (up from JP¥188 in FY 2024). Revenue: JP¥11.3b (up 11% from FY 2024). Net income: JP¥1.13b (up 9.3% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
분석 기사 • May 26We Think ExtremeLtd's (TSE:6033) Healthy Earnings Might Be ConservativeExtreme Co.,Ltd.'s ( TSE:6033 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥209 (vs JP¥188 in FY 2024)Full year 2025 results: EPS: JP¥209 (up from JP¥188 in FY 2024). Revenue: JP¥11.3b (up 11% from FY 2024). Net income: JP¥1.13b (up 9.3% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • May 14Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2025Extreme Co.,Ltd., Annual General Meeting, Jun 24, 2025.
Buy Or Sell Opportunity • May 14Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥1,180. The fair value is estimated to be JP¥1,546, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 30%.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (JP¥5.40b market cap, or US$36.9m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥996, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 11% over the past three years.
공시 • Mar 27+ 3 more updatesExtreme Co.,Ltd. to Report Q1, 2026 Results on Aug 13, 2025Extreme Co.,Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥61.76 (vs JP¥25.81 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.76 (up from JP¥25.81 in 3Q 2024). Revenue: JP¥2.76b (up 4.3% from 3Q 2024). Net income: JP¥333.0m (up 135% from 3Q 2024). Profit margin: 12% (up from 5.4% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥1,469. The fair value is estimated to be JP¥1,220, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.
분석 기사 • Jan 21ExtremeLtd (TSE:6033) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Jan 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥1,509. The fair value is estimated to be JP¥1,240, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.
Buy Or Sell Opportunity • Dec 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to JP¥1,485. The fair value is estimated to be JP¥1,236, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%.
분석 기사 • Nov 25ExtremeLtd's (TSE:6033) Profits Appear To Have Quality IssuesThe market for Extreme Co.,Ltd.'s ( TSE:6033 ) stock was strong after it released a healthy earnings report last week...
분석 기사 • Nov 21The Market Lifts Extreme Co.,Ltd. (TSE:6033) Shares 26% But It Can Do MoreDespite an already strong run, Extreme Co.,Ltd. ( TSE:6033 ) shares have been powering on, with a gain of 26% in the...
공시 • Nov 13Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.48% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.48% of its issued share capital, for ¥100 million. The acquisition is aimed at implementing a flexible capital policy in response to future changes in the business environment. The program will expire on March 31, 2025. As of September 30, 2024, the company had 5,421,608 shares in issue (excluding treasury shares) and 80,868 shares in treasury.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,338, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 25x in the Entertainment industry in Japan. Total returns to shareholders of 30% over the past three years.
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥45.46 (vs JP¥57.62 in 1Q 2024)First quarter 2025 results: EPS: JP¥45.46 (down from JP¥57.62 in 1Q 2024). Revenue: JP¥2.38b (down 3.5% from 1Q 2024). Net income: JP¥249.0m (down 22% from 1Q 2024). Profit margin: 11% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 05Market Cool On Extreme Co.,Ltd.'s (TSE:6033) Earnings Pushing Shares 34% LowerExtreme Co.,Ltd. ( TSE:6033 ) shareholders that were waiting for something to happen have been dealt a blow with a 34...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% 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¥4.70b market cap, or US$33.0m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to JP¥867, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 24x in the Entertainment industry in Japan. Total loss to shareholders of 6.0% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to JP¥867. The fair value is estimated to be JP¥1,234, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%.
Buy Or Sell Opportunity • Jul 03Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,324. The fair value is estimated to be JP¥1,099, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%.
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥188 (vs JP¥148 in FY 2023)Full year 2024 results: EPS: JP¥188 (up from JP¥148 in FY 2023). Revenue: JP¥10.2b (up 16% from FY 2023). Net income: JP¥1.03b (up 27% from FY 2023). Profit margin: 10% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 31% 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 16+ 1 more updateExtreme Co.,Ltd., Annual General Meeting, Jun 26, 2024Extreme Co.,Ltd., Annual General Meeting, Jun 26, 2024.
공시 • May 15Extreme Co.,Ltd. (TSE:6033) announces an Equity Buyback for 80,000 shares, representing 1.45% for ¥100 million.Extreme Co.,Ltd. (TSE:6033) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 1.45% of its issued share capital, for ¥ 100 million. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment and shareholders return. The plan will be valid till September 30, 2024. As of March 31, 2024, the company had 5,502,376 shares (excluding treasury stock) and 868 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.8%).
공시 • Mar 03+ 3 more updatesExtreme Co.,Ltd. to Report Q3, 2025 Results on Feb 13, 2025Extreme Co.,Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥25.81 (vs JP¥25.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.81 (down from JP¥25.84 in 3Q 2023). Revenue: JP¥2.64b (up 16% from 3Q 2023). Net income: JP¥142.0m (flat on 3Q 2023). Profit margin: 5.4% (down from 6.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥47.62 (vs JP¥37.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥47.62 (up from JP¥37.66 in 2Q 2023). Revenue: JP¥2.37b (up 12% from 2Q 2023). Net income: JP¥262.0m (up 27% from 2Q 2023). Profit margin: 11% (up from 9.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥57.62 (vs JP¥37.85 in 1Q 2023)First quarter 2024 results: EPS: JP¥57.62 (up from JP¥37.85 in 1Q 2023). Revenue: JP¥2.47b (up 27% from 1Q 2023). Net income: JP¥317.0m (up 52% from 1Q 2023). Profit margin: 13% (up from 11% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.
Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥1,558, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 23%.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.1%).
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥25.84 (vs JP¥4.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.84 (up from JP¥4.20 in 3Q 2022). Revenue: JP¥2.28b (up 19% from 3Q 2022). Net income: JP¥142.0m (up JP¥119.0m from 3Q 2022). Profit margin: 6.2% (up from 1.2% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 19% per year.
Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be JP¥1,557, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥37.66 (vs JP¥22.63 in 2Q 2022)Second quarter 2023 results: EPS: JP¥37.66 (up from JP¥22.63 in 2Q 2022). Revenue: JP¥2.12b (up 23% from 2Q 2022). Net income: JP¥207.0m (up 67% from 2Q 2022). Profit margin: 9.7% (up from 7.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • Nov 16Extreme Co.,Ltd. (TSE:6033) agreed to acquire a 51.3% stake in SAS Co., Ltd. from Motohiro Umeki and Yui Takarada.Extreme Co.,Ltd. (TSE:6033) agreed to acquire a 51.3% stake in SAS Co., Ltd. from Motohiro Umeki and Yui Takarada on November 14, 2022. For the year ended September 2022, SAS Co., Ltd. reported net worth of 410 million, total assets of 500 million, revenues of 760 million, EBIT of 58.02 million, net income of 40.8 million. The transaction is expected to close on November 18, 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent External Director Toshio Yamaguchi was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be JP¥1,617, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.
Buying Opportunity • Aug 26Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥1,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥37.85 (vs JP¥26.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥37.85 (up from JP¥26.13 in 1Q 2022). Revenue: JP¥1.94b (up 14% from 1Q 2022). Net income: JP¥208.0m (up 46% from 1Q 2022). Profit margin: 11% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,091, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 19x in the Entertainment industry in Japan. Total loss to shareholders of 32% over the past three years.
공시 • May 15Extreme Co.,Ltd., Annual General Meeting, Jun 29, 2022Extreme Co.,Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent 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. No independent directors (3 non-independent directors). Audit & Supervisory Board Member Izumi Sato was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 08Extreme Co.,Ltd. to Report Q3, 2022 Results on Feb 13, 2023Extreme Co.,Ltd. announced that they will report Q3, 2022 results on Feb 13, 2023
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥981, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 16x in the Entertainment industry in Japan. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥4.20 (down from JP¥22.55 in 3Q 2021). Revenue: JP¥1.92b (up 23% from 3Q 2021). Net income: JP¥23.0m (down 81% from 3Q 2021). Profit margin: 1.2% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥22.63 (vs JP¥20.35 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥1.72b (up 14% from 2Q 2021). Net income: JP¥124.0m (up 12% from 2Q 2021). Profit margin: 7.2% (down from 7.4% 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 7% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,153, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 17x in the Entertainment industry in Japan. Total loss to shareholders of 75% over the past three years.
공시 • Aug 20Extreme Co.,Ltd. (TSE:6033) agreed to acquire 15% stake in Nexton Co., Ltd. from Akihiko Suzuki.Extreme Co.,Ltd. (TSE:6033) agreed to acquire 15% stake in Nexton Co., Ltd. from Akihiko Suzuki on August 19, 2021. Under the terms of the transaction, Extreme Co.,Ltd. will acquire 60 shares in Nexton Co., Ltd. For the year ended December 31, 2020, Nexton Co., Ltd. reported total assets of ¥1.1 billion, total common equity of ¥339 million, sales of ¥837.3 million, operating income of ¥27.9 million and net income of ¥14.5 million. The transaction is resolved by the Board of Extreme Co.,Ltd. The transaction is expected to close on August 31, 2021. The impact of transaction on the business results for the current fiscal year is currently under scrutiny.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,154, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 28x in the Entertainment industry in Japan. Total returns to shareholders of 85% over the past three years.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥90.01 (vs JP¥178 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.23b (down 13% from FY 2020). Net income: JP¥491.0m (down 49% from FY 2020). Profit margin: 7.9% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥1,034, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 27x in the Entertainment industry in Japan. Total returns to shareholders of 74% over the past three years.
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: 2.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,356, the stock trades at a trailing P/E ratio of 12.7x, up from the previous P/E ratio of 10.8x. Average P/E is 33x in the Entertainment industry in Japan. Total returns to shareholders over the past three years are 106%.
Is New 90 Day High Low • Mar 15New 90-day high: JP¥1,356The company is up 16% from a price of JP¥1,168 on 15 December 2020. Outperformed the Japanese market which is up 9.0% over the last 90 days. Exceeded the Entertainment industry, which is up 5.0% over the same period.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥22.55 (vs JP¥59.36 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.56b (down 14% from 3Q 2020). Net income: JP¥123.0m (down 62% from 3Q 2020). Profit margin: 7.9% (down from 18% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥1,142The company is down 23% from its price of JP¥1,476 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 5.0% over the same period.