View Financial HealthIID 배당 및 자사주 매입배당 기준 점검 3/6IID 수익으로 충분히 충당되는 현재 수익률 2.44% 보유한 배당금 지급 회사입니다. 다음 지급일은 28th September, 2026 이며 배당락일은 다음과 같습니다. 29th June, 2026.핵심 정보2.4%배당 수익률1.6%자사주 매입 수익률총 주주 수익률4.1%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일28 Sep 26배당락일29 Jun 26주당 배당금n/a배당 성향24%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jun 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.1%).공시 • Feb 26IID, Inc. (TSE:6038) announces an Equity Buyback for 100,000 shares, representing 2.01% for ¥100 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 2.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The shares will be repurchased at a price of ¥1,919 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy in response to changes in the business environment. As of December 31, 2024, the company has 4,963,452 issued shares (excluding treasury stock) and 99,148 treasury shares.Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).공시 • Jun 07IID, Inc. (TSE:6038) announces an Equity Buyback for 150,000 shares, representing 2.99% for ¥150 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 2.99% of its total shares outstanding (excluding treasury shares), for a total of ¥150 million. The purpose of repurchase program is to return profits to shareholders and to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till July 31, 2023. As of May 31, 2023, the company had 5,015,562 shares outstanding (excluding treasury shares) and had 47,038 shares in treasury.공시 • May 25IID, Inc. (TSE:6038) announces an Equity Buyback for 33,000 shares, representing 0.67% for ¥30 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 33,000 shares, representing 0.67% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30 million. The purpose of the program is to return profits to our shareholders and implement a flexible capital policy in response to changes in the business environment. The program will continue through July 31, 2022. As of April 30, 2022, the company had 4,914,407 issued shares (excluding treasury stock) and 111,993 treasury shares.공시 • Aug 14IID, Inc. (TSE:6038) announces an Equity Buyback for 120,000 shares, representing 2.41% for ¥120 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 2.41% for ¥120 million. The shares will be repurchased at a price of ¥865 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will expire on August 16, 2021. As of June 30, 2021, the company had 4,978,707 shares(excluding treasury stock) in issue and 33,493 shares in treasury.모든 업데이트 보기Recent updatesReported Earnings • May 20Third quarter 2026 earnings released: EPS: JP¥9.98 (vs JP¥33.67 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.98 (down from JP¥33.67 in 3Q 2025). Revenue: JP¥1.55b (down 8.7% from 3Q 2025). Net income: JP¥49.0m (down 71% from 3Q 2025). Profit margin: 3.2% (down from 9.8% in 3Q 2025). The decrease in margin was driven by lower revenue. 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 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥20.78 (vs JP¥22.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.78 (down from JP¥22.57 in 2Q 2025). Revenue: JP¥1.57b (flat on 2Q 2025). Net income: JP¥102.0m (down 8.9% from 2Q 2025). Profit margin: 6.5% (down from 7.1% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.공시 • Nov 29IID, Inc. to Report Q2, 2026 Results on Feb 13, 2026IID, Inc. announced that they will report Q2, 2026 results on Feb 13, 2026Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥48.94 (vs JP¥18.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.94 (up from JP¥18.53 in 1Q 2025). Revenue: JP¥1.43b (down 4.7% from 1Q 2025). Net income: JP¥238.0m (up 162% from 1Q 2025). Profit margin: 17% (up from 6.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.분석 기사 • Oct 04Concerns Surrounding IID's (TSE:6038) PerformanceThe recent earnings posted by IID, Inc. ( TSE:6038 ) were solid, but the stock didn't move as much as we expected...분석 기사 • Sep 30Is IID (TSE:6038) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Sep 27IID, Inc. to Report Q1, 2026 Results on Nov 13, 2025IID, Inc. announced that they will report Q1, 2026 results on Nov 13, 2025Reported Earnings • Aug 16Full year 2025 earnings released: EPS: JP¥62.44 (vs JP¥33.31 in FY 2024)Full year 2025 results: EPS: JP¥62.44 (up from JP¥33.31 in FY 2024). Revenue: JP¥6.08b (flat on FY 2024). Net income: JP¥307.0m (up 88% from FY 2024). Profit margin: 5.0% (up from 2.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Aug 14IID, Inc., Annual General Meeting, Sep 25, 2025IID, Inc., Annual General Meeting, Sep 25, 2025.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥884, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 15% over the past three years.공시 • Jun 25IID, Inc. (TSE:6038) signed a letter of intent to acquire 55.80% stake in Edit Inc. from Naoki Mori and others.IID, Inc. (TSE:6038) signed a letter of intent to acquire 55.80% stake in Edit Inc. from Naoki Mori and others on June 24, 2025. For the period ending September 30, 2024, Edit Inc. reported total revenue of ¥278 million, EBIT of ¥30 million and net income of ¥30 million. As of September 30, 2024, Edit Inc. reported total assets of ¥67 million and net liabilities of ¥33 million. The expected completion of the transaction is July 1, 2025.Upcoming Dividend • Jun 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.1%).공시 • Jun 03IID, Inc. to Report Fiscal Year 2025 Results on Aug 15, 2025IID, Inc. announced that they will report fiscal year 2025 results on Aug 15, 2025Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥990, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 24% over the past three years.Reported Earnings • May 21Third quarter 2025 earnings released: EPS: JP¥33.67 (vs JP¥28.98 in 3Q 2024)Third quarter 2025 results: EPS: JP¥33.67 (up from JP¥28.98 in 3Q 2024). Revenue: JP¥1.70b (up 4.5% from 3Q 2024). Net income: JP¥166.0m (up 17% from 3Q 2024). Profit margin: 9.8% (up from 8.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • Mar 02New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥4.10b market cap, or US$27.3m).공시 • Mar 01IID, Inc. to Report Q3, 2025 Results on May 15, 2025IID, Inc. announced that they will report Q3, 2025 results on May 15, 2025Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥846, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 24% over the past three years.분석 기사 • Feb 27IID (TSE:6038) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from IID, Inc. ( TSE:6038 ) despite the healthy...공시 • Feb 26IID, Inc. (TSE:6038) announces an Equity Buyback for 100,000 shares, representing 2.01% for ¥100 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 2.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The shares will be repurchased at a price of ¥1,919 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy in response to changes in the business environment. As of December 31, 2024, the company has 4,963,452 issued shares (excluding treasury stock) and 99,148 treasury shares.Reported Earnings • Feb 16Second quarter 2025 earnings released: EPS: JP¥22.57 (vs JP¥21.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.57 (up from JP¥21.22 in 2Q 2024). Revenue: JP¥1.58b (up 1.3% from 2Q 2024). Net income: JP¥112.0m (up 7.7% from 2Q 2024). Profit margin: 7.1% (up from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Jan 03IID, Inc. to Report Q2, 2025 Results on Feb 14, 2025IID, Inc. announced that they will report Q2, 2025 results on Feb 14, 2025공시 • Oct 03IID, Inc. to Report Q1, 2025 Results on Nov 14, 2024IID, Inc. announced that they will report Q1, 2025 results on Nov 14, 2024Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥33.31 (vs JP¥56.27 in FY 2023)Full year 2024 results: EPS: JP¥33.31 (down from JP¥56.27 in FY 2023). Revenue: JP¥6.13b (flat on FY 2023). Net income: JP¥163.0m (down 42% from FY 2023). Profit margin: 2.7% (down from 4.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.분석 기사 • Aug 27Some May Be Optimistic About IID's (TSE:6038) EarningsThe market for IID, Inc.'s ( TSE:6038 ) shares didn't move much after it posted weak earnings recently. Our analysis...Reported Earnings • Aug 19Full year 2024 earnings released: EPS: JP¥33.31 (vs JP¥56.27 in FY 2023)Full year 2024 results: EPS: JP¥33.31 (down from JP¥56.27 in FY 2023). Revenue: JP¥6.13b (flat on FY 2023). Net income: JP¥163.0m (down 42% from FY 2023). Profit margin: 2.7% (down from 4.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Aug 14IID, Inc., Annual General Meeting, Sep 26, 2024IID, Inc., Annual General Meeting, Sep 26, 2024.분석 기사 • Aug 07Is IID (TSE:6038) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Jun 28IID, Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024IID, Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).Reported Earnings • May 21Third quarter 2024 earnings released: EPS: JP¥28.98 (vs JP¥25.22 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.98 (up from JP¥25.22 in 3Q 2023). Revenue: JP¥1.63b (down 5.1% from 3Q 2023). Net income: JP¥142.0m (up 13% from 3Q 2023). Profit margin: 8.7% (up from 7.3% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Feb 24IID, Inc. to Report Q3, 2024 Results on May 15, 2024IID, Inc. announced that they will report Q3, 2024 results on May 15, 2024Reported Earnings • Feb 17Second quarter 2024 earnings released: EPS: JP¥21.22 (vs JP¥24.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.22 (down from JP¥24.06 in 2Q 2023). Revenue: JP¥1.56b (flat on 2Q 2023). Net income: JP¥104.0m (down 13% from 2Q 2023). Profit margin: 6.7% (down from 7.8% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.공시 • Nov 27IID, Inc. to Report Q2, 2024 Results on Feb 14, 2024IID, Inc. announced that they will report Q2, 2024 results on Feb 14, 2024Reported Earnings • Nov 20First quarter 2024 earnings released: EPS: JP¥9.04 (vs JP¥17.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.04 (down from JP¥17.97 in 1Q 2023). Revenue: JP¥1.47b (up 8.8% from 1Q 2023). Net income: JP¥44.0m (down 51% from 1Q 2023). Profit margin: 3.0% (down from 6.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.공시 • Aug 27IID, Inc. to Report Q1, 2024 Results on Nov 14, 2023IID, Inc. announced that they will report Q1, 2024 results on Nov 14, 2023New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 1.7% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (JP¥3.75b market cap, or US$25.6m).New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.6% Last year net profit margin: 8.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (JP¥3.61b market cap, or US$24.9m).Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥56.27 (vs JP¥91.76 in FY 2022)Full year 2023 results: EPS: JP¥56.27 (down from JP¥91.76 in FY 2022). Revenue: JP¥6.07b (up 8.9% from FY 2022). Net income: JP¥280.0m (down 38% from FY 2022). Profit margin: 4.6% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Aug 12IID, Inc., Annual General Meeting, Sep 28, 2023IID, Inc., Annual General Meeting, Sep 28, 2023.공시 • Jun 29IID, Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023IID, Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023공시 • Jun 07IID, Inc. (TSE:6038) announces an Equity Buyback for 150,000 shares, representing 2.99% for ¥150 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 2.99% of its total shares outstanding (excluding treasury shares), for a total of ¥150 million. The purpose of repurchase program is to return profits to shareholders and to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till July 31, 2023. As of May 31, 2023, the company had 5,015,562 shares outstanding (excluding treasury shares) and had 47,038 shares in treasury.Reported Earnings • May 15Third quarter 2023 earnings released: EPS: JP¥25.22 (vs JP¥41.53 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.22 (down from JP¥41.53 in 3Q 2022). Revenue: JP¥1.72b (up 10.0% from 3Q 2022). Net income: JP¥126.0m (down 38% from 3Q 2022). Profit margin: 7.3% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: JP¥24.06 (vs JP¥30.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥24.06 (down from JP¥30.10 in 2Q 2022). Revenue: JP¥1.55b (up 7.3% from 2Q 2022). Net income: JP¥120.0m (down 18% from 2Q 2022). Profit margin: 7.8% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. 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 2% per year, which means it is significantly lagging earnings growth.공시 • Jan 26IID, Inc. (TSE:6038) agreed to acquire Kabusuru Co., Ltd. from Kabliss Co., Ltd.IID, Inc. (TSE:6038) agreed to acquire Kabusuru Co., Ltd. from Kabliss Co., Ltd. on January 24, 2023.공시 • Jan 07IID, Inc. to Report Q2, 2023 Results on Feb 14, 2023IID, Inc. announced that they will report Q2, 2023 results on Feb 14, 2023Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥17.97 (vs JP¥19.39 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.97 (down from JP¥19.39 in 1Q 2022). Revenue: JP¥1.35b (up 6.0% from 1Q 2022). Net income: JP¥89.0m (down 6.3% from 1Q 2022). Profit margin: 6.6% (down from 7.5% in 1Q 2022). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No 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. 6 highly experienced directors. No independent directors (6 non-independent directors). External Director Toshinori Shirai was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Aug 31IID, Inc. to Report Q1, 2023 Results on Nov 14, 2022IID, Inc. announced that they will report Q1, 2023 results on Nov 14, 2022Reported Earnings • Aug 16Full year 2022 earnings released: EPS: JP¥91.76 (vs JP¥93.33 in FY 2021)Full year 2022 results: EPS: JP¥91.76 (down from JP¥93.33 in FY 2021). Revenue: JP¥5.57b (up 3.1% from FY 2021). Net income: JP¥450.0m (down 3.0% from FY 2021). Profit margin: 8.1% (down from 8.6% in FY 2021). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings.공시 • Aug 14IID, Inc., Annual General Meeting, Sep 07, 2022IID, Inc., Annual General Meeting, Sep 07, 2022.공시 • Jun 03IID, Inc. to Report Fiscal Year 2022 Results on Aug 12, 2022IID, Inc. announced that they will report fiscal year 2022 results on Aug 12, 2022공시 • May 25IID, Inc. (TSE:6038) announces an Equity Buyback for 33,000 shares, representing 0.67% for ¥30 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 33,000 shares, representing 0.67% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30 million. The purpose of the program is to return profits to our shareholders and implement a flexible capital policy in response to changes in the business environment. The program will continue through July 31, 2022. As of April 30, 2022, the company had 4,914,407 issued shares (excluding treasury stock) and 111,993 treasury shares.Reported Earnings • May 18Third quarter 2022 earnings released: EPS: JP¥41.53 (vs JP¥37.40 in 3Q 2021)Third quarter 2022 results: EPS: JP¥41.53 (up from JP¥37.40 in 3Q 2021). Revenue: JP¥1.56b (up 16% from 3Q 2021). Net income: JP¥204.0m (up 9.7% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). External Director Toshinori Shirai was the last director to join the board, commencing their role in 2014. 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 08IID, Inc. to Report Q3, 2022 Results on May 13, 2022IID, Inc. announced that they will report Q3, 2022 results on May 13, 2022Reported Earnings • Feb 17Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥30.10 (down from JP¥48.67 in 2Q 2021). Revenue: JP¥1.44b (down 5.4% from 2Q 2021). Net income: JP¥147.0m (down 39% from 2Q 2021). Profit margin: 10% (down from 16% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥93.33 (vs JP¥21.34 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.41b (up 2.7% from FY 2020). Net income: JP¥464.0m (up 346% from FY 2020). Profit margin: 8.6% (up from 2.0% in FY 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Aug 14IID, Inc. (TSE:6038) announces an Equity Buyback for 120,000 shares, representing 2.41% for ¥120 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 2.41% for ¥120 million. The shares will be repurchased at a price of ¥865 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will expire on August 16, 2021. As of June 30, 2021, the company had 4,978,707 shares(excluding treasury stock) in issue and 33,493 shares in treasury.공시 • Jun 23IID, Inc. (TSE:6038) agreed to acquire NHN SAVAWAY Corporation from NHN JAPAN Corp. for ¥50 million.IID, Inc. (TSE:6038) agreed to acquire NHN SAVAWAY Corporation from NHN JAPAN Corp. for ¥50 million on June 22, 2021. In the acquisition, IID, Inc. (TSE:6038) will acquire 0.019 million shares. As of December 2020, NHN SAVAWAY Corporation recorded total assets of ¥433 million, net assets of ¥358 million, operating income of ¥144 million, net income of ¥109 million. The transaction is expected to close on July 1, 2021.Reported Earnings • May 18Third quarter 2021 earnings released: EPS JP¥37.40 (vs JP¥21.97 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.34b (down 5.6% from 3Q 2020). Net income: JP¥186.0m (up 71% from 3Q 2020). Profit margin: 14% (up from 7.7% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Feb 28IID, Inc. to Report Q3, 2021 Results on May 14, 2021IID, Inc. announced that they will report Q3, 2021 results on May 14, 2021Reported Earnings • Feb 15Second quarter 2021 earnings released: EPS JP¥48.67 (vs JP¥12.70 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.52b (up 17% from 2Q 2020). Net income: JP¥242.0m (up 284% from 2Q 2020). Profit margin: 16% (up from 4.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 19% share price gain to JP¥883, the stock is trading at a trailing P/E ratio of 28.8x, up from the previous P/E ratio of 24.2x. This compares to an average P/E of 26x in the Media industry in Japan. Total return to shareholders over the past three years is a loss of 6.3%.공시 • Nov 29IID, Inc. to Report Q2, 2021 Results on Feb 12, 2021IID, Inc. announced that they will report Q2, 2021 results on Feb 12, 2021공시 • Nov 19+ 1 more updateAn unknown buyer agreed to acquire 23.11% stake in EhonNavi Corporation from IID, Inc. (TSE:6038).An unknown buyer agreed to acquire 23.11% stake in EhonNavi Corporation from IID, Inc. (TSE:6038) on November 17, 2020. Under the terms, 11,256 shares will be sold by IID, Inc. Post completion, IID, Inc will hold 35.82% stake in EhonNavi. The transaction is expected to complete on November 30, 2020.공시 • Oct 10IID, Inc. to Report Q1, 2021 Results on Nov 13, 2020IID, Inc. announced that they will report Q1, 2021 results on Nov 13, 2020공시 • Aug 26IID, Inc. (TSE:6038) agreed to acquire Go School Business from Proto Corporation (TSE:4298).IID, Inc. (TSE:6038) agreed to acquire Go School Business from Proto Corporation (TSE:4298) on August 25, 2020. The Board of Directors has passed the resolution for the transaction. Completion is scheduled to take place on October 1, 2020.공시 • Aug 25IID, Inc. (TSE:6038) concluded a contract to acquire Goo School business of Proto Corporation (TSE:4298) for ¥5 million.IID, Inc. (TSE:6038) concluded a contract to acquire Goo School business of Proto Corporation (TSE:4298) for ¥5 million on August 25, 2020. The transaction will not result in name change of either IID, Inc. or Proto Corporation. The business reported sales of ¥105 million for the year ending March 31, 2020. The Board of Directors of Proto Corporation passed a resolution for the transaction on August 25, 2020. The transaction is expected to be completed on October 1, 2020.공시 • Jul 30IID, Inc. (TSE:6038) completed the acquisition of Michael, Inc. from Mercari, Inc. (TSE:4385)IID, Inc. (TSE:6038) signed an agreement to acquire Michael, Inc. from Mercari, Inc. (TSE:4385) for ¥86 million on May 26, 2020. Under the terms of acquisition, 5,015 common shares and 254 class A preferred shares of Michael, Inc. will be transferred to IID, Inc. As of June 30, 2019, Michael, Inc. reported total common equity of ¥205 million and total assets of ¥296 million. The deal is expected to be completed on June 30, 2020. IID, Inc. (TSE:6038) completed the acquisition of Michael, Inc. from Mercari, Inc. (TSE:4385) on June 30, 2020.공시 • Jul 05IID, Inc. to Report Fiscal Year 2020 Results on Aug 14, 2020IID, Inc. announced that they will report fiscal year 2020 results on Aug 14, 2020예정된 배당 지급오늘May 23 2026배당락일Jun 29 2026배당 지급일Sep 28 202691 days (배당락일 기준)다음 배당금을 받으려면 앞으로 37 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, 6038 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: 6038 의 배당금 지급이 증가했지만 회사는 3 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장IID 배당 수익률 vs 시장6038의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (6038)2.4%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.7%업계 평균 (Media)1.9%분석가 예측 (6038) (최대 3년)n/a주목할만한 배당금: 6038 의 배당금( 2.44% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.74% )보다 높습니다.고배당: 6038 의 배당금( 2.44% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.75% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 23.9% )이 낮기 때문에 6038 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 24.4% )이 낮기 때문에 6038 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 03:14종가2026/05/22 00:00수익2026/03/31연간 수익2025/06/30데이터 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 소스IID, Inc.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yoshitaka NagaoNomura Securities Co. Ltd.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.1%).
공시 • Feb 26IID, Inc. (TSE:6038) announces an Equity Buyback for 100,000 shares, representing 2.01% for ¥100 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 2.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The shares will be repurchased at a price of ¥1,919 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy in response to changes in the business environment. As of December 31, 2024, the company has 4,963,452 issued shares (excluding treasury stock) and 99,148 treasury shares.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).
공시 • Jun 07IID, Inc. (TSE:6038) announces an Equity Buyback for 150,000 shares, representing 2.99% for ¥150 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 2.99% of its total shares outstanding (excluding treasury shares), for a total of ¥150 million. The purpose of repurchase program is to return profits to shareholders and to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till July 31, 2023. As of May 31, 2023, the company had 5,015,562 shares outstanding (excluding treasury shares) and had 47,038 shares in treasury.
공시 • May 25IID, Inc. (TSE:6038) announces an Equity Buyback for 33,000 shares, representing 0.67% for ¥30 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 33,000 shares, representing 0.67% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30 million. The purpose of the program is to return profits to our shareholders and implement a flexible capital policy in response to changes in the business environment. The program will continue through July 31, 2022. As of April 30, 2022, the company had 4,914,407 issued shares (excluding treasury stock) and 111,993 treasury shares.
공시 • Aug 14IID, Inc. (TSE:6038) announces an Equity Buyback for 120,000 shares, representing 2.41% for ¥120 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 2.41% for ¥120 million. The shares will be repurchased at a price of ¥865 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will expire on August 16, 2021. As of June 30, 2021, the company had 4,978,707 shares(excluding treasury stock) in issue and 33,493 shares in treasury.
Reported Earnings • May 20Third quarter 2026 earnings released: EPS: JP¥9.98 (vs JP¥33.67 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.98 (down from JP¥33.67 in 3Q 2025). Revenue: JP¥1.55b (down 8.7% from 3Q 2025). Net income: JP¥49.0m (down 71% from 3Q 2025). Profit margin: 3.2% (down from 9.8% in 3Q 2025). The decrease in margin was driven by lower revenue. 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 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥20.78 (vs JP¥22.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.78 (down from JP¥22.57 in 2Q 2025). Revenue: JP¥1.57b (flat on 2Q 2025). Net income: JP¥102.0m (down 8.9% from 2Q 2025). Profit margin: 6.5% (down from 7.1% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
공시 • Nov 29IID, Inc. to Report Q2, 2026 Results on Feb 13, 2026IID, Inc. announced that they will report Q2, 2026 results on Feb 13, 2026
Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥48.94 (vs JP¥18.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.94 (up from JP¥18.53 in 1Q 2025). Revenue: JP¥1.43b (down 4.7% from 1Q 2025). Net income: JP¥238.0m (up 162% from 1Q 2025). Profit margin: 17% (up from 6.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
분석 기사 • Oct 04Concerns Surrounding IID's (TSE:6038) PerformanceThe recent earnings posted by IID, Inc. ( TSE:6038 ) were solid, but the stock didn't move as much as we expected...
분석 기사 • Sep 30Is IID (TSE:6038) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Sep 27IID, Inc. to Report Q1, 2026 Results on Nov 13, 2025IID, Inc. announced that they will report Q1, 2026 results on Nov 13, 2025
Reported Earnings • Aug 16Full year 2025 earnings released: EPS: JP¥62.44 (vs JP¥33.31 in FY 2024)Full year 2025 results: EPS: JP¥62.44 (up from JP¥33.31 in FY 2024). Revenue: JP¥6.08b (flat on FY 2024). Net income: JP¥307.0m (up 88% from FY 2024). Profit margin: 5.0% (up from 2.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Aug 14IID, Inc., Annual General Meeting, Sep 25, 2025IID, Inc., Annual General Meeting, Sep 25, 2025.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥884, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 15% over the past three years.
공시 • Jun 25IID, Inc. (TSE:6038) signed a letter of intent to acquire 55.80% stake in Edit Inc. from Naoki Mori and others.IID, Inc. (TSE:6038) signed a letter of intent to acquire 55.80% stake in Edit Inc. from Naoki Mori and others on June 24, 2025. For the period ending September 30, 2024, Edit Inc. reported total revenue of ¥278 million, EBIT of ¥30 million and net income of ¥30 million. As of September 30, 2024, Edit Inc. reported total assets of ¥67 million and net liabilities of ¥33 million. The expected completion of the transaction is July 1, 2025.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.1%).
공시 • Jun 03IID, Inc. to Report Fiscal Year 2025 Results on Aug 15, 2025IID, Inc. announced that they will report fiscal year 2025 results on Aug 15, 2025
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥990, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 24% over the past three years.
Reported Earnings • May 21Third quarter 2025 earnings released: EPS: JP¥33.67 (vs JP¥28.98 in 3Q 2024)Third quarter 2025 results: EPS: JP¥33.67 (up from JP¥28.98 in 3Q 2024). Revenue: JP¥1.70b (up 4.5% from 3Q 2024). Net income: JP¥166.0m (up 17% from 3Q 2024). Profit margin: 9.8% (up from 8.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • Mar 02New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥4.10b market cap, or US$27.3m).
공시 • Mar 01IID, Inc. to Report Q3, 2025 Results on May 15, 2025IID, Inc. announced that they will report Q3, 2025 results on May 15, 2025
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥846, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 24% over the past three years.
분석 기사 • Feb 27IID (TSE:6038) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from IID, Inc. ( TSE:6038 ) despite the healthy...
공시 • Feb 26IID, Inc. (TSE:6038) announces an Equity Buyback for 100,000 shares, representing 2.01% for ¥100 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 2.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The shares will be repurchased at a price of ¥1,919 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy in response to changes in the business environment. As of December 31, 2024, the company has 4,963,452 issued shares (excluding treasury stock) and 99,148 treasury shares.
Reported Earnings • Feb 16Second quarter 2025 earnings released: EPS: JP¥22.57 (vs JP¥21.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.57 (up from JP¥21.22 in 2Q 2024). Revenue: JP¥1.58b (up 1.3% from 2Q 2024). Net income: JP¥112.0m (up 7.7% from 2Q 2024). Profit margin: 7.1% (up from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Jan 03IID, Inc. to Report Q2, 2025 Results on Feb 14, 2025IID, Inc. announced that they will report Q2, 2025 results on Feb 14, 2025
공시 • Oct 03IID, Inc. to Report Q1, 2025 Results on Nov 14, 2024IID, Inc. announced that they will report Q1, 2025 results on Nov 14, 2024
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥33.31 (vs JP¥56.27 in FY 2023)Full year 2024 results: EPS: JP¥33.31 (down from JP¥56.27 in FY 2023). Revenue: JP¥6.13b (flat on FY 2023). Net income: JP¥163.0m (down 42% from FY 2023). Profit margin: 2.7% (down from 4.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
분석 기사 • Aug 27Some May Be Optimistic About IID's (TSE:6038) EarningsThe market for IID, Inc.'s ( TSE:6038 ) shares didn't move much after it posted weak earnings recently. Our analysis...
Reported Earnings • Aug 19Full year 2024 earnings released: EPS: JP¥33.31 (vs JP¥56.27 in FY 2023)Full year 2024 results: EPS: JP¥33.31 (down from JP¥56.27 in FY 2023). Revenue: JP¥6.13b (flat on FY 2023). Net income: JP¥163.0m (down 42% from FY 2023). Profit margin: 2.7% (down from 4.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Aug 14IID, Inc., Annual General Meeting, Sep 26, 2024IID, Inc., Annual General Meeting, Sep 26, 2024.
분석 기사 • Aug 07Is IID (TSE:6038) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Jun 28IID, Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024IID, Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024
Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).
Reported Earnings • May 21Third quarter 2024 earnings released: EPS: JP¥28.98 (vs JP¥25.22 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.98 (up from JP¥25.22 in 3Q 2023). Revenue: JP¥1.63b (down 5.1% from 3Q 2023). Net income: JP¥142.0m (up 13% from 3Q 2023). Profit margin: 8.7% (up from 7.3% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Feb 24IID, Inc. to Report Q3, 2024 Results on May 15, 2024IID, Inc. announced that they will report Q3, 2024 results on May 15, 2024
Reported Earnings • Feb 17Second quarter 2024 earnings released: EPS: JP¥21.22 (vs JP¥24.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.22 (down from JP¥24.06 in 2Q 2023). Revenue: JP¥1.56b (flat on 2Q 2023). Net income: JP¥104.0m (down 13% from 2Q 2023). Profit margin: 6.7% (down from 7.8% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
공시 • Nov 27IID, Inc. to Report Q2, 2024 Results on Feb 14, 2024IID, Inc. announced that they will report Q2, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20First quarter 2024 earnings released: EPS: JP¥9.04 (vs JP¥17.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.04 (down from JP¥17.97 in 1Q 2023). Revenue: JP¥1.47b (up 8.8% from 1Q 2023). Net income: JP¥44.0m (down 51% from 1Q 2023). Profit margin: 3.0% (down from 6.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.
공시 • Aug 27IID, Inc. to Report Q1, 2024 Results on Nov 14, 2023IID, Inc. announced that they will report Q1, 2024 results on Nov 14, 2023
New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 1.7% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (JP¥3.75b market cap, or US$25.6m).
New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.6% Last year net profit margin: 8.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (JP¥3.61b market cap, or US$24.9m).
Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥56.27 (vs JP¥91.76 in FY 2022)Full year 2023 results: EPS: JP¥56.27 (down from JP¥91.76 in FY 2022). Revenue: JP¥6.07b (up 8.9% from FY 2022). Net income: JP¥280.0m (down 38% from FY 2022). Profit margin: 4.6% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Aug 12IID, Inc., Annual General Meeting, Sep 28, 2023IID, Inc., Annual General Meeting, Sep 28, 2023.
공시 • Jun 29IID, Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023IID, Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023
공시 • Jun 07IID, Inc. (TSE:6038) announces an Equity Buyback for 150,000 shares, representing 2.99% for ¥150 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 2.99% of its total shares outstanding (excluding treasury shares), for a total of ¥150 million. The purpose of repurchase program is to return profits to shareholders and to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till July 31, 2023. As of May 31, 2023, the company had 5,015,562 shares outstanding (excluding treasury shares) and had 47,038 shares in treasury.
Reported Earnings • May 15Third quarter 2023 earnings released: EPS: JP¥25.22 (vs JP¥41.53 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.22 (down from JP¥41.53 in 3Q 2022). Revenue: JP¥1.72b (up 10.0% from 3Q 2022). Net income: JP¥126.0m (down 38% from 3Q 2022). Profit margin: 7.3% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: JP¥24.06 (vs JP¥30.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥24.06 (down from JP¥30.10 in 2Q 2022). Revenue: JP¥1.55b (up 7.3% from 2Q 2022). Net income: JP¥120.0m (down 18% from 2Q 2022). Profit margin: 7.8% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. 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 2% per year, which means it is significantly lagging earnings growth.
공시 • Jan 26IID, Inc. (TSE:6038) agreed to acquire Kabusuru Co., Ltd. from Kabliss Co., Ltd.IID, Inc. (TSE:6038) agreed to acquire Kabusuru Co., Ltd. from Kabliss Co., Ltd. on January 24, 2023.
공시 • Jan 07IID, Inc. to Report Q2, 2023 Results on Feb 14, 2023IID, Inc. announced that they will report Q2, 2023 results on Feb 14, 2023
Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥17.97 (vs JP¥19.39 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.97 (down from JP¥19.39 in 1Q 2022). Revenue: JP¥1.35b (up 6.0% from 1Q 2022). Net income: JP¥89.0m (down 6.3% from 1Q 2022). Profit margin: 6.6% (down from 7.5% in 1Q 2022). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No 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. 6 highly experienced directors. No independent directors (6 non-independent directors). External Director Toshinori Shirai was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Aug 31IID, Inc. to Report Q1, 2023 Results on Nov 14, 2022IID, Inc. announced that they will report Q1, 2023 results on Nov 14, 2022
Reported Earnings • Aug 16Full year 2022 earnings released: EPS: JP¥91.76 (vs JP¥93.33 in FY 2021)Full year 2022 results: EPS: JP¥91.76 (down from JP¥93.33 in FY 2021). Revenue: JP¥5.57b (up 3.1% from FY 2021). Net income: JP¥450.0m (down 3.0% from FY 2021). Profit margin: 8.1% (down from 8.6% in FY 2021). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings.
공시 • Aug 14IID, Inc., Annual General Meeting, Sep 07, 2022IID, Inc., Annual General Meeting, Sep 07, 2022.
공시 • Jun 03IID, Inc. to Report Fiscal Year 2022 Results on Aug 12, 2022IID, Inc. announced that they will report fiscal year 2022 results on Aug 12, 2022
공시 • May 25IID, Inc. (TSE:6038) announces an Equity Buyback for 33,000 shares, representing 0.67% for ¥30 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 33,000 shares, representing 0.67% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30 million. The purpose of the program is to return profits to our shareholders and implement a flexible capital policy in response to changes in the business environment. The program will continue through July 31, 2022. As of April 30, 2022, the company had 4,914,407 issued shares (excluding treasury stock) and 111,993 treasury shares.
Reported Earnings • May 18Third quarter 2022 earnings released: EPS: JP¥41.53 (vs JP¥37.40 in 3Q 2021)Third quarter 2022 results: EPS: JP¥41.53 (up from JP¥37.40 in 3Q 2021). Revenue: JP¥1.56b (up 16% from 3Q 2021). Net income: JP¥204.0m (up 9.7% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). External Director Toshinori Shirai was the last director to join the board, commencing their role in 2014. 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 08IID, Inc. to Report Q3, 2022 Results on May 13, 2022IID, Inc. announced that they will report Q3, 2022 results on May 13, 2022
Reported Earnings • Feb 17Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥30.10 (down from JP¥48.67 in 2Q 2021). Revenue: JP¥1.44b (down 5.4% from 2Q 2021). Net income: JP¥147.0m (down 39% from 2Q 2021). Profit margin: 10% (down from 16% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥93.33 (vs JP¥21.34 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.41b (up 2.7% from FY 2020). Net income: JP¥464.0m (up 346% from FY 2020). Profit margin: 8.6% (up from 2.0% in FY 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Aug 14IID, Inc. (TSE:6038) announces an Equity Buyback for 120,000 shares, representing 2.41% for ¥120 million.IID, Inc. (TSE:6038) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 2.41% for ¥120 million. The shares will be repurchased at a price of ¥865 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program will expire on August 16, 2021. As of June 30, 2021, the company had 4,978,707 shares(excluding treasury stock) in issue and 33,493 shares in treasury.
공시 • Jun 23IID, Inc. (TSE:6038) agreed to acquire NHN SAVAWAY Corporation from NHN JAPAN Corp. for ¥50 million.IID, Inc. (TSE:6038) agreed to acquire NHN SAVAWAY Corporation from NHN JAPAN Corp. for ¥50 million on June 22, 2021. In the acquisition, IID, Inc. (TSE:6038) will acquire 0.019 million shares. As of December 2020, NHN SAVAWAY Corporation recorded total assets of ¥433 million, net assets of ¥358 million, operating income of ¥144 million, net income of ¥109 million. The transaction is expected to close on July 1, 2021.
Reported Earnings • May 18Third quarter 2021 earnings released: EPS JP¥37.40 (vs JP¥21.97 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.34b (down 5.6% from 3Q 2020). Net income: JP¥186.0m (up 71% from 3Q 2020). Profit margin: 14% (up from 7.7% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Feb 28IID, Inc. to Report Q3, 2021 Results on May 14, 2021IID, Inc. announced that they will report Q3, 2021 results on May 14, 2021
Reported Earnings • Feb 15Second quarter 2021 earnings released: EPS JP¥48.67 (vs JP¥12.70 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.52b (up 17% from 2Q 2020). Net income: JP¥242.0m (up 284% from 2Q 2020). Profit margin: 16% (up from 4.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 19% share price gain to JP¥883, the stock is trading at a trailing P/E ratio of 28.8x, up from the previous P/E ratio of 24.2x. This compares to an average P/E of 26x in the Media industry in Japan. Total return to shareholders over the past three years is a loss of 6.3%.
공시 • Nov 29IID, Inc. to Report Q2, 2021 Results on Feb 12, 2021IID, Inc. announced that they will report Q2, 2021 results on Feb 12, 2021
공시 • Nov 19+ 1 more updateAn unknown buyer agreed to acquire 23.11% stake in EhonNavi Corporation from IID, Inc. (TSE:6038).An unknown buyer agreed to acquire 23.11% stake in EhonNavi Corporation from IID, Inc. (TSE:6038) on November 17, 2020. Under the terms, 11,256 shares will be sold by IID, Inc. Post completion, IID, Inc will hold 35.82% stake in EhonNavi. The transaction is expected to complete on November 30, 2020.
공시 • Oct 10IID, Inc. to Report Q1, 2021 Results on Nov 13, 2020IID, Inc. announced that they will report Q1, 2021 results on Nov 13, 2020
공시 • Aug 26IID, Inc. (TSE:6038) agreed to acquire Go School Business from Proto Corporation (TSE:4298).IID, Inc. (TSE:6038) agreed to acquire Go School Business from Proto Corporation (TSE:4298) on August 25, 2020. The Board of Directors has passed the resolution for the transaction. Completion is scheduled to take place on October 1, 2020.
공시 • Aug 25IID, Inc. (TSE:6038) concluded a contract to acquire Goo School business of Proto Corporation (TSE:4298) for ¥5 million.IID, Inc. (TSE:6038) concluded a contract to acquire Goo School business of Proto Corporation (TSE:4298) for ¥5 million on August 25, 2020. The transaction will not result in name change of either IID, Inc. or Proto Corporation. The business reported sales of ¥105 million for the year ending March 31, 2020. The Board of Directors of Proto Corporation passed a resolution for the transaction on August 25, 2020. The transaction is expected to be completed on October 1, 2020.
공시 • Jul 30IID, Inc. (TSE:6038) completed the acquisition of Michael, Inc. from Mercari, Inc. (TSE:4385)IID, Inc. (TSE:6038) signed an agreement to acquire Michael, Inc. from Mercari, Inc. (TSE:4385) for ¥86 million on May 26, 2020. Under the terms of acquisition, 5,015 common shares and 254 class A preferred shares of Michael, Inc. will be transferred to IID, Inc. As of June 30, 2019, Michael, Inc. reported total common equity of ¥205 million and total assets of ¥296 million. The deal is expected to be completed on June 30, 2020. IID, Inc. (TSE:6038) completed the acquisition of Michael, Inc. from Mercari, Inc. (TSE:4385) on June 30, 2020.
공시 • Jul 05IID, Inc. to Report Fiscal Year 2020 Results on Aug 14, 2020IID, Inc. announced that they will report fiscal year 2020 results on Aug 14, 2020