View Future GrowthRentracksLTD 과거 순이익 실적과거 기준 점검 5/6RentracksLTD은 연평균 32.4%의 비율로 수입이 증가해 온 반면, Media 산업은 수입이 7.1% 증가했습니다. 매출은 연평균 17.3%의 비율로 감소했습니다. RentracksLTD의 자기자본이익률은 43.5%이고 순이익률은 57.9%입니다.핵심 정보32.43%순이익 성장률32.49%주당순이익(EPS) 성장률Media 산업 성장률9.30%매출 성장률-17.27%자기자본이익률43.49%순이익률57.88%다음 순이익 업데이트14 Aug 2026최근 과거 실적 업데이트공고 • Jun 01+ 2 more updatesRentracks CO.,LTD. to Report Q3, 2027 Results on Feb 15, 2027Rentracks CO.,LTD. announced that they will report Q3, 2027 results on Feb 15, 2027분석 기사 • May 22RentracksLTD's (TSE:6045) Shareholders Should Assess Earnings With CautionDespite posting strong earnings, Rentracks CO.,LTD.'s ( TSE:6045 ) stock didn't move much over the last week. We...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥327 (vs JP¥85.03 in FY 2025)Full year 2026 results: EPS: JP¥327 (up from JP¥85.03 in FY 2025). Revenue: JP¥4.44b (up 15% from FY 2025). Net income: JP¥2.57b (up 285% from FY 2025). Profit margin: 58% (up from 17% in FY 2025). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.공고 • May 10Rentracks CO.,LTD. to Report Fiscal Year 2026 Results on May 15, 2026Rentracks CO.,LTD. announced that they will report fiscal year 2026 results on May 15, 2026Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥18.46 (vs JP¥21.26 in 3Q 2025)Third quarter 2026 results: EPS: JP¥18.46 (down from JP¥21.26 in 3Q 2025). Revenue: JP¥1.16b (up 20% from 3Q 2025). Net income: JP¥145.0m (down 13% from 3Q 2025). Profit margin: 13% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.공고 • Nov 29Rentracks CO.,LTD. to Report Q3, 2026 Results on Feb 12, 2026Rentracks CO.,LTD. announced that they will report Q3, 2026 results on Feb 12, 2026모든 업데이트 보기Recent updates공고 • Jun 01+ 2 more updatesRentracks CO.,LTD. to Report Q3, 2027 Results on Feb 15, 2027Rentracks CO.,LTD. announced that they will report Q3, 2027 results on Feb 15, 2027분석 기사 • May 22RentracksLTD's (TSE:6045) Shareholders Should Assess Earnings With CautionDespite posting strong earnings, Rentracks CO.,LTD.'s ( TSE:6045 ) stock didn't move much over the last week. We...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥327 (vs JP¥85.03 in FY 2025)Full year 2026 results: EPS: JP¥327 (up from JP¥85.03 in FY 2025). Revenue: JP¥4.44b (up 15% from FY 2025). Net income: JP¥2.57b (up 285% from FY 2025). Profit margin: 58% (up from 17% in FY 2025). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.공고 • May 15Rentracks CO.,LTD., Annual General Meeting, Jun 26, 2026Rentracks CO.,LTD., Annual General Meeting, Jun 26, 2026.공고 • May 10Rentracks CO.,LTD. to Report Fiscal Year 2026 Results on May 15, 2026Rentracks CO.,LTD. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥18.46 (vs JP¥21.26 in 3Q 2025)Third quarter 2026 results: EPS: JP¥18.46 (down from JP¥21.26 in 3Q 2025). Revenue: JP¥1.16b (up 20% from 3Q 2025). Net income: JP¥145.0m (down 13% from 3Q 2025). Profit margin: 13% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.공고 • Feb 10Rentracks CO.,LTD. (TSE:6045) completed the acquisition of 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima.Rentracks CO.,LTD. (TSE:6045) entered into a share purchase agreement to acquire 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima on January 21, 2026. Rentracks CO.,LTD. will acquire 2095 shares of Ijima Kingin Kogyo Co., Ltd. representing 95% stake and will pay a cash consideration in exchange. For the period ending February 28, 2025, Ijima Kingin Kogyo Co., Ltd. reported total revenue of ¥22.17 billion, EBIT of ¥41 million and net income of ¥194 million. As of February 28, 2025, Ijima Kingin Kogyo Co., Ltd. reported total assets of ¥3.27 billion and total common equity of ¥2.01 billion. The expected completion of the transaction is February 6, 2026. Rentracks CO.,LTD. (TSE:6045) completed the acquisition of 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima on February 9, 2026.공고 • Nov 29Rentracks CO.,LTD. to Report Q3, 2026 Results on Feb 12, 2026Rentracks CO.,LTD. announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 19Second quarter 2026 earnings released: EPS: JP¥17.82 (vs JP¥27.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.82 (down from JP¥27.11 in 2Q 2025). Revenue: JP¥1.12b (up 19% from 2Q 2025). Net income: JP¥140.0m (down 34% from 2Q 2025). Profit margin: 13% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.New Risk • Sep 22New 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 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Market cap is less than US$100m (JP¥13.1b market cap, or US$88.7m).공고 • Sep 01Rentracks CO.,LTD. to Report Q2, 2026 Results on Nov 14, 2025Rentracks CO.,LTD. announced that they will report Q2, 2026 results on Nov 14, 2025Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,489, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 18x in the Media industry in Japan. Total returns to shareholders of 113% over the past three years.Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥35.01 (vs JP¥26.48 in 1Q 2025)First quarter 2026 results: EPS: JP¥35.01 (up from JP¥26.48 in 1Q 2025). Revenue: JP¥1.02b (up 5.3% from 1Q 2025). Net income: JP¥275.0m (up 32% from 1Q 2025). Profit margin: 27% (up from 22% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year and the company’s share price has also increased by 29% per year.분석 기사 • Aug 15Investors Appear Satisfied With Rentracks CO.,LTD.'s (TSE:6045) Prospects As Shares Rocket 25%TSE:6045 1 Year Share Price vs Fair Value Explore RentracksLTD's Fair Values from the Community and select yours The...분석 기사 • Aug 15These 4 Measures Indicate That RentracksLTD (TSE:6045) Is Using Debt SafelyTSE:6045 1 Year Share Price vs Fair Value Explore RentracksLTD's Fair Values from the Community and select yours...New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (JP¥8.85b market cap, or US$59.6m).Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥85.03 (vs JP¥43.15 in FY 2024)Full year 2025 results: EPS: JP¥85.03 (up from JP¥43.15 in FY 2024). Revenue: JP¥3.86b (up 17% from FY 2024). Net income: JP¥668.0m (up 97% from FY 2024). Profit margin: 17% (up from 10% in FY 2024). 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 whereas the company’s share price has increased by 22% per year.공고 • May 31Rentracks CO.,LTD. to Report Q1, 2026 Results on Aug 14, 2025Rentracks CO.,LTD. announced that they will report Q1, 2026 results on Aug 14, 2025분석 기사 • May 28RentracksLTD's (TSE:6045) Solid Earnings Are Supported By Other Strong FactorsRentracks CO.,LTD.'s ( TSE:6045 ) strong earnings report was rewarded with a positive stock price move. We have done...Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥85.03 (vs JP¥43.15 in FY 2024)Full year 2025 results: EPS: JP¥85.03 (up from JP¥43.15 in FY 2024). Revenue: JP¥3.86b (up 17% from FY 2024). Net income: JP¥668.0m (up 97% from FY 2024). Profit margin: 17% (up from 10% in FY 2024). 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 increased by 24% per year, which means it is tracking significantly ahead of earnings growth.공고 • May 15Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2025Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2025.분석 기사 • Apr 07More Unpleasant Surprises Could Be In Store For Rentracks CO.,LTD.'s (TSE:6045) Shares After Tumbling 29%The Rentracks CO.,LTD. ( TSE:6045 ) share price has softened a substantial 29% over the previous 30 days, handing back...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥926, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 53% over the past three years.공고 • Mar 27Rentracks CO.,LTD. to Report Fiscal Year 2025 Results on May 15, 2025Rentracks CO.,LTD. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥21.26 (vs JP¥17.95 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.26 (up from JP¥17.95 in 3Q 2024). Revenue: JP¥964.0m (up 23% from 3Q 2024). Net income: JP¥167.0m (up 18% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Feb 14Shareholders Would Enjoy A Repeat Of RentracksLTD's (TSE:6045) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...분석 기사 • Feb 14Revenues Not Telling The Story For Rentracks CO.,LTD. (TSE:6045) After Shares Rise 26%The Rentracks CO.,LTD. ( TSE:6045 ) share price has done very well over the last month, posting an excellent gain of...New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (JP¥7.38b market cap, or US$48.4m).Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥940, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 18x in the Media industry in Japan. Total returns to shareholders of 66% over the past three years.공고 • Nov 30Rentracks CO.,LTD. to Report Q3, 2025 Results on Feb 13, 2025Rentracks CO.,LTD. announced that they will report Q3, 2025 results on Feb 13, 2025분석 기사 • Nov 26RentracksLTD's (TSE:6045) Strong Earnings Are Of Good QualityRentracks CO.,LTD. ( TSE:6045 ) just reported healthy earnings but the stock price didn't move much. Our analysis...New Risk • Nov 07New 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 8.3% 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 (8.3% 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¥5.29b market cap, or US$34.2m).분석 기사 • Oct 29We Like RentracksLTD's (TSE:6045) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...공고 • Sep 27Rentracks CO.,LTD. to Report Q2, 2025 Results on Nov 14, 2024Rentracks CO.,LTD. announced that they will report Q2, 2025 results on Nov 14, 2024분석 기사 • Sep 26Is RentracksLTD (TSE:6045) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.6% 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 (8.6% average weekly change). Market cap is less than US$100m (JP¥4.93b market cap, or US$34.3m).분석 기사 • Aug 21Rentracks CO.,LTD.'s (TSE:6045) Shares Climb 31% But Its Business Is Yet to Catch UpDespite an already strong run, Rentracks CO.,LTD. ( TSE:6045 ) shares have been powering on, with a gain of 31% in the...Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥26.48 (vs JP¥4.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.48 (up from JP¥4.58 in 1Q 2024). Revenue: JP¥967.0m (up 19% from 1Q 2024). Net income: JP¥208.0m (up 478% from 1Q 2024). Profit margin: 22% (up from 4.4% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥545, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 8.6% over the past three years.공고 • Jun 28Rentracks CO.,LTD. to Report Q1, 2025 Results on Aug 14, 2024Rentracks CO.,LTD. announced that they will report Q1, 2025 results on Aug 14, 2024분석 기사 • Jun 26Here's Why RentracksLTD (TSE:6045) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • May 23RentracksLTD's (TSE:6045) Earnings Seem To Be PromisingThe market seemed underwhelmed by the solid earnings posted by Rentracks CO.,LTD. ( TSE:6045 ) recently. We have done...Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥43.15 (vs JP¥25.20 in FY 2023)Full year 2024 results: EPS: JP¥43.15 (up from JP¥25.20 in FY 2023). Revenue: JP¥3.30b (flat on FY 2023). Net income: JP¥339.0m (up 71% from FY 2023). Profit margin: 10% (up from 6.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.공고 • May 18Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2024Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2024.분석 기사 • Mar 25Is RentracksLTD (TSE:6045) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Mar 25There's Reason For Concern Over Rentracks CO.,LTD.'s (TSE:6045) Massive 26% Price JumpDespite an already strong run, Rentracks CO.,LTD. ( TSE:6045 ) shares have been powering on, with a gain of 26% in the...New Risk • Mar 25New 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 5.9% 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 Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (JP¥4.20b market cap, or US$27.7m).Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.2%).공고 • Mar 02Rentracks CO.,LTD. to Report Fiscal Year 2024 Results on May 15, 2024Rentracks CO.,LTD. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥17.95 (vs JP¥18.97 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.95 (down from JP¥18.97 in 3Q 2023). Revenue: JP¥782.0m (down 5.0% from 3Q 2023). Net income: JP¥141.0m (down 5.4% from 3Q 2023). Profit margin: 18% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% 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.공고 • Nov 27Rentracks CO.,LTD. to Report Q3, 2024 Results on Feb 13, 2024Rentracks CO.,LTD. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥16.29 (vs JP¥19.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.29 (down from JP¥19.60 in 2Q 2023). Revenue: JP¥817.0m (down 6.4% from 2Q 2023). Net income: JP¥128.0m (down 17% from 2Q 2023). Profit margin: 16% (down from 18% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.공고 • Aug 30Rentracks CO.,LTD. to Report Q2, 2024 Results on Nov 14, 2023Rentracks CO.,LTD. announced that they will report Q2, 2024 results on Nov 14, 2023Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥4.58 (vs JP¥21.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.58 (down from JP¥21.64 in 1Q 2023). Revenue: JP¥816.0m (up 9.1% from 1Q 2023). Net income: JP¥36.0m (down 79% from 1Q 2023). Profit margin: 4.4% (down from 23% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공고 • May 30Rentracks CO.,LTD. to Report Q1, 2024 Results on Aug 15, 2023Rentracks CO.,LTD. announced that they will report Q1, 2024 results on Aug 15, 2023Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥656, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 88% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥18.97 (vs JP¥17.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.97 (up from JP¥17.02 in 3Q 2022). Revenue: JP¥823.0m (up 35% from 3Q 2022). Net income: JP¥149.0m (up 11% from 3Q 2022). Profit margin: 18% (down from 22% 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 64% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.공고 • Nov 27Rentracks CO.,LTD. to Report Q3, 2023 Results on Feb 13, 2023Rentracks CO.,LTD. announced that they will report Q3, 2023 results on Feb 13, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.60 (vs JP¥14.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.60 (up from JP¥14.48 in 2Q 2022). Revenue: JP¥873.0m (up 63% from 2Q 2022). Net income: JP¥154.0m (up 35% from 2Q 2022). Profit margin: 18% (down from 21% 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 65% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Yoshihiro Morito was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공고 • Aug 28Rentracks CO.,LTD. to Report Q2, 2023 Results on Nov 14, 2022Rentracks CO.,LTD. announced that they will report Q2, 2023 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥773, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 65% over the past three years.Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥21.64 (vs JP¥19.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥21.64 (up from JP¥19.43 in 1Q 2022). Revenue: JP¥748.0m (up 22% from 1Q 2022). Net income: JP¥170.0m (up 11% from 1Q 2022). Profit margin: 23% (down from 25% 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 57% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공고 • Jun 29Rentracks CO.,LTD. to Report Q1, 2023 Results on Aug 12, 2022Rentracks CO.,LTD. announced that they will report Q1, 2023 results on Aug 12, 2022공고 • May 18Rentracks CO.,LTD., Annual General Meeting, Jun 29, 2022Rentracks CO.,LTD., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yoshihiro Morito was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Apr 08Rentracks CO.,LTD. to Report Fiscal Year 2022 Results on May 16, 2022Rentracks CO.,LTD. announced that they will report fiscal year 2022 results on May 16, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.0%).Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.02 (up from JP¥11.81 in 3Q 2021). Revenue: JP¥608.0m (down 80% from 3Q 2021). Net income: JP¥134.0m (up 44% from 3Q 2021). Profit margin: 22% (up from 3.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥14.48 (vs JP¥1.91 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥536.0m (down 79% from 2Q 2021). Net income: JP¥114.0m (up JP¥99.0m from 2Q 2021). Profit margin: 21% (up from 0.6% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥781, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 18x in the Media industry in Japan. Total loss to shareholders of 16% over the past three years.Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥27.68 (vs JP¥7.48 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥12.4b (up 30% from FY 2020). Net income: JP¥218.0m (up 270% from FY 2020). Profit margin: 1.8% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% 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.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.5%).공고 • Mar 04Rentracks CO.,LTD. to Report Fiscal Year 2021 Results on May 14, 2021Rentracks CO.,LTD. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.81 (vs JP¥2.79 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.01b (up 49% from 3Q 2020). Net income: JP¥93.0m (up JP¥115.0m from 3Q 2020). Profit margin: 3.1% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% 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.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥646, the stock is trading at a trailing P/E ratio of 73.7x, up from the previous P/E ratio of 64x. 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 31%.Is New 90 Day High Low • Jan 18New 90-day high: JP¥621The company is up 22% from its price of JP¥509 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 3.0% over the same period.공고 • Oct 10Rentracks CO.,LTD. to Report Q2, 2021 Results on Nov 13, 2020Rentracks CO.,LTD. announced that they will report Q2, 2021 results on Nov 13, 2020공고 • Jul 05Rentracks CO.,LTD. to Report Q1, 2021 Results on Aug 14, 2020Rentracks CO.,LTD. announced that they will report Q1, 2021 results on Aug 14, 2020매출 및 비용 세부 내역RentracksLTD가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:6045 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 264,4402,5701,495031 Dec 254,2836401,544030 Sep 254,0886621,501030 Jun 253,9137351,390031 Mar 253,8626681,485031 Dec 243,7566221,429030 Sep 243,5745961,365030 Jun 243,4465111,347031 Mar 243,2953391,554031 Dec 233,267301,538030 Sep 233,308381,564030 Jun 233,364641,520031 Mar 233,2961981,272031 Dec 223,1425101,230030 Sep 222,9274951,160030 Jun 222,5904551,135031 Mar 222,4554381,117031 Dec 215,2834741,059030 Sep 217,6844331,026030 Jun 219,7463341,004031 Mar 2112,350218978031 Dec 2011,485184958030 Sep 2010,500691,012030 Jun 2010,265551,029031 Mar 209,500591,017031 Dec 199,559551,007030 Sep 199,761141922030 Jun 1910,565234866031 Mar 1910,409279834031 Dec 189,839316796030 Sep 189,526310775030 Jun 188,568300730031 Mar 188,333281691031 Dec 178,341320644030 Sep 178,175342588030 Jun 177,759335570031 Mar 177,586354549031 Dec 167,250341557030 Sep 167,028331550030 Jun 166,711325521031 Mar 166,313307490031 Dec 155,6802744470양질의 수익: 6045의 비현금 수익 수준이 높습니다.이익 마진 증가: 6045의 현재 순 이익률 (57.9%)은 지난해 (17.3%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 6045의 수익은 지난 5년 동안 연평균 32.4%로 크게 증가했습니다.성장 가속화: 지난 1년간 6045 의 수익 증가율(284.7%)은 연간 평균(32.4%)을 초과합니다.수익 대 산업: 6045의 지난 1년 수익 증가율(284.7%)은 Media 업계의 30%를 상회했습니다.자기자본이익률높은 ROE: 6045의 자본 수익률(43.5%)은 뛰어남으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMedia 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/12 20:15종가2026/08/12 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Rentracks CO.,LTD.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공고 • Jun 01+ 2 more updatesRentracks CO.,LTD. to Report Q3, 2027 Results on Feb 15, 2027Rentracks CO.,LTD. announced that they will report Q3, 2027 results on Feb 15, 2027
분석 기사 • May 22RentracksLTD's (TSE:6045) Shareholders Should Assess Earnings With CautionDespite posting strong earnings, Rentracks CO.,LTD.'s ( TSE:6045 ) stock didn't move much over the last week. We...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥327 (vs JP¥85.03 in FY 2025)Full year 2026 results: EPS: JP¥327 (up from JP¥85.03 in FY 2025). Revenue: JP¥4.44b (up 15% from FY 2025). Net income: JP¥2.57b (up 285% from FY 2025). Profit margin: 58% (up from 17% in FY 2025). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
공고 • May 10Rentracks CO.,LTD. to Report Fiscal Year 2026 Results on May 15, 2026Rentracks CO.,LTD. announced that they will report fiscal year 2026 results on May 15, 2026
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥18.46 (vs JP¥21.26 in 3Q 2025)Third quarter 2026 results: EPS: JP¥18.46 (down from JP¥21.26 in 3Q 2025). Revenue: JP¥1.16b (up 20% from 3Q 2025). Net income: JP¥145.0m (down 13% from 3Q 2025). Profit margin: 13% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
공고 • Nov 29Rentracks CO.,LTD. to Report Q3, 2026 Results on Feb 12, 2026Rentracks CO.,LTD. announced that they will report Q3, 2026 results on Feb 12, 2026
공고 • Jun 01+ 2 more updatesRentracks CO.,LTD. to Report Q3, 2027 Results on Feb 15, 2027Rentracks CO.,LTD. announced that they will report Q3, 2027 results on Feb 15, 2027
분석 기사 • May 22RentracksLTD's (TSE:6045) Shareholders Should Assess Earnings With CautionDespite posting strong earnings, Rentracks CO.,LTD.'s ( TSE:6045 ) stock didn't move much over the last week. We...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥327 (vs JP¥85.03 in FY 2025)Full year 2026 results: EPS: JP¥327 (up from JP¥85.03 in FY 2025). Revenue: JP¥4.44b (up 15% from FY 2025). Net income: JP¥2.57b (up 285% from FY 2025). Profit margin: 58% (up from 17% in FY 2025). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
공고 • May 15Rentracks CO.,LTD., Annual General Meeting, Jun 26, 2026Rentracks CO.,LTD., Annual General Meeting, Jun 26, 2026.
공고 • May 10Rentracks CO.,LTD. to Report Fiscal Year 2026 Results on May 15, 2026Rentracks CO.,LTD. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥18.46 (vs JP¥21.26 in 3Q 2025)Third quarter 2026 results: EPS: JP¥18.46 (down from JP¥21.26 in 3Q 2025). Revenue: JP¥1.16b (up 20% from 3Q 2025). Net income: JP¥145.0m (down 13% from 3Q 2025). Profit margin: 13% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
공고 • Feb 10Rentracks CO.,LTD. (TSE:6045) completed the acquisition of 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima.Rentracks CO.,LTD. (TSE:6045) entered into a share purchase agreement to acquire 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima on January 21, 2026. Rentracks CO.,LTD. will acquire 2095 shares of Ijima Kingin Kogyo Co., Ltd. representing 95% stake and will pay a cash consideration in exchange. For the period ending February 28, 2025, Ijima Kingin Kogyo Co., Ltd. reported total revenue of ¥22.17 billion, EBIT of ¥41 million and net income of ¥194 million. As of February 28, 2025, Ijima Kingin Kogyo Co., Ltd. reported total assets of ¥3.27 billion and total common equity of ¥2.01 billion. The expected completion of the transaction is February 6, 2026. Rentracks CO.,LTD. (TSE:6045) completed the acquisition of 95% stake in Ijima Kingin Kogyo Co., Ltd. from Takayuki Ijima on February 9, 2026.
공고 • Nov 29Rentracks CO.,LTD. to Report Q3, 2026 Results on Feb 12, 2026Rentracks CO.,LTD. announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 19Second quarter 2026 earnings released: EPS: JP¥17.82 (vs JP¥27.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.82 (down from JP¥27.11 in 2Q 2025). Revenue: JP¥1.12b (up 19% from 2Q 2025). Net income: JP¥140.0m (down 34% from 2Q 2025). Profit margin: 13% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 22New 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 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Market cap is less than US$100m (JP¥13.1b market cap, or US$88.7m).
공고 • Sep 01Rentracks CO.,LTD. to Report Q2, 2026 Results on Nov 14, 2025Rentracks CO.,LTD. announced that they will report Q2, 2026 results on Nov 14, 2025
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,489, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 18x in the Media industry in Japan. Total returns to shareholders of 113% over the past three years.
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥35.01 (vs JP¥26.48 in 1Q 2025)First quarter 2026 results: EPS: JP¥35.01 (up from JP¥26.48 in 1Q 2025). Revenue: JP¥1.02b (up 5.3% from 1Q 2025). Net income: JP¥275.0m (up 32% from 1Q 2025). Profit margin: 27% (up from 22% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year and the company’s share price has also increased by 29% per year.
분석 기사 • Aug 15Investors Appear Satisfied With Rentracks CO.,LTD.'s (TSE:6045) Prospects As Shares Rocket 25%TSE:6045 1 Year Share Price vs Fair Value Explore RentracksLTD's Fair Values from the Community and select yours The...
분석 기사 • Aug 15These 4 Measures Indicate That RentracksLTD (TSE:6045) Is Using Debt SafelyTSE:6045 1 Year Share Price vs Fair Value Explore RentracksLTD's Fair Values from the Community and select yours...
New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (JP¥8.85b market cap, or US$59.6m).
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥85.03 (vs JP¥43.15 in FY 2024)Full year 2025 results: EPS: JP¥85.03 (up from JP¥43.15 in FY 2024). Revenue: JP¥3.86b (up 17% from FY 2024). Net income: JP¥668.0m (up 97% from FY 2024). Profit margin: 17% (up from 10% in FY 2024). 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 whereas the company’s share price has increased by 22% per year.
공고 • May 31Rentracks CO.,LTD. to Report Q1, 2026 Results on Aug 14, 2025Rentracks CO.,LTD. announced that they will report Q1, 2026 results on Aug 14, 2025
분석 기사 • May 28RentracksLTD's (TSE:6045) Solid Earnings Are Supported By Other Strong FactorsRentracks CO.,LTD.'s ( TSE:6045 ) strong earnings report was rewarded with a positive stock price move. We have done...
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥85.03 (vs JP¥43.15 in FY 2024)Full year 2025 results: EPS: JP¥85.03 (up from JP¥43.15 in FY 2024). Revenue: JP¥3.86b (up 17% from FY 2024). Net income: JP¥668.0m (up 97% from FY 2024). Profit margin: 17% (up from 10% in FY 2024). 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 increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
공고 • May 15Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2025Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2025.
분석 기사 • Apr 07More Unpleasant Surprises Could Be In Store For Rentracks CO.,LTD.'s (TSE:6045) Shares After Tumbling 29%The Rentracks CO.,LTD. ( TSE:6045 ) share price has softened a substantial 29% over the previous 30 days, handing back...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥926, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 53% over the past three years.
공고 • Mar 27Rentracks CO.,LTD. to Report Fiscal Year 2025 Results on May 15, 2025Rentracks CO.,LTD. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥21.26 (vs JP¥17.95 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.26 (up from JP¥17.95 in 3Q 2024). Revenue: JP¥964.0m (up 23% from 3Q 2024). Net income: JP¥167.0m (up 18% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Feb 14Shareholders Would Enjoy A Repeat Of RentracksLTD's (TSE:6045) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
분석 기사 • Feb 14Revenues Not Telling The Story For Rentracks CO.,LTD. (TSE:6045) After Shares Rise 26%The Rentracks CO.,LTD. ( TSE:6045 ) share price has done very well over the last month, posting an excellent gain of...
New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (JP¥7.38b market cap, or US$48.4m).
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥940, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 18x in the Media industry in Japan. Total returns to shareholders of 66% over the past three years.
공고 • Nov 30Rentracks CO.,LTD. to Report Q3, 2025 Results on Feb 13, 2025Rentracks CO.,LTD. announced that they will report Q3, 2025 results on Feb 13, 2025
분석 기사 • Nov 26RentracksLTD's (TSE:6045) Strong Earnings Are Of Good QualityRentracks CO.,LTD. ( TSE:6045 ) just reported healthy earnings but the stock price didn't move much. Our analysis...
New Risk • Nov 07New 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 8.3% 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 (8.3% 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¥5.29b market cap, or US$34.2m).
분석 기사 • Oct 29We Like RentracksLTD's (TSE:6045) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
공고 • Sep 27Rentracks CO.,LTD. to Report Q2, 2025 Results on Nov 14, 2024Rentracks CO.,LTD. announced that they will report Q2, 2025 results on Nov 14, 2024
분석 기사 • Sep 26Is RentracksLTD (TSE:6045) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.6% 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 (8.6% average weekly change). Market cap is less than US$100m (JP¥4.93b market cap, or US$34.3m).
분석 기사 • Aug 21Rentracks CO.,LTD.'s (TSE:6045) Shares Climb 31% But Its Business Is Yet to Catch UpDespite an already strong run, Rentracks CO.,LTD. ( TSE:6045 ) shares have been powering on, with a gain of 31% in the...
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥26.48 (vs JP¥4.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.48 (up from JP¥4.58 in 1Q 2024). Revenue: JP¥967.0m (up 19% from 1Q 2024). Net income: JP¥208.0m (up 478% from 1Q 2024). Profit margin: 22% (up from 4.4% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥545, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 8.6% over the past three years.
공고 • Jun 28Rentracks CO.,LTD. to Report Q1, 2025 Results on Aug 14, 2024Rentracks CO.,LTD. announced that they will report Q1, 2025 results on Aug 14, 2024
분석 기사 • Jun 26Here's Why RentracksLTD (TSE:6045) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • May 23RentracksLTD's (TSE:6045) Earnings Seem To Be PromisingThe market seemed underwhelmed by the solid earnings posted by Rentracks CO.,LTD. ( TSE:6045 ) recently. We have done...
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥43.15 (vs JP¥25.20 in FY 2023)Full year 2024 results: EPS: JP¥43.15 (up from JP¥25.20 in FY 2023). Revenue: JP¥3.30b (flat on FY 2023). Net income: JP¥339.0m (up 71% from FY 2023). Profit margin: 10% (up from 6.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
공고 • May 18Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2024Rentracks CO.,LTD., Annual General Meeting, Jun 27, 2024.
분석 기사 • Mar 25Is RentracksLTD (TSE:6045) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Mar 25There's Reason For Concern Over Rentracks CO.,LTD.'s (TSE:6045) Massive 26% Price JumpDespite an already strong run, Rentracks CO.,LTD. ( TSE:6045 ) shares have been powering on, with a gain of 26% in the...
New Risk • Mar 25New 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 5.9% 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 Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (JP¥4.20b market cap, or US$27.7m).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.2%).
공고 • Mar 02Rentracks CO.,LTD. to Report Fiscal Year 2024 Results on May 15, 2024Rentracks CO.,LTD. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥17.95 (vs JP¥18.97 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.95 (down from JP¥18.97 in 3Q 2023). Revenue: JP¥782.0m (down 5.0% from 3Q 2023). Net income: JP¥141.0m (down 5.4% from 3Q 2023). Profit margin: 18% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% 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.
공고 • Nov 27Rentracks CO.,LTD. to Report Q3, 2024 Results on Feb 13, 2024Rentracks CO.,LTD. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥16.29 (vs JP¥19.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.29 (down from JP¥19.60 in 2Q 2023). Revenue: JP¥817.0m (down 6.4% from 2Q 2023). Net income: JP¥128.0m (down 17% from 2Q 2023). Profit margin: 16% (down from 18% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.
공고 • Aug 30Rentracks CO.,LTD. to Report Q2, 2024 Results on Nov 14, 2023Rentracks CO.,LTD. announced that they will report Q2, 2024 results on Nov 14, 2023
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥4.58 (vs JP¥21.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.58 (down from JP¥21.64 in 1Q 2023). Revenue: JP¥816.0m (up 9.1% from 1Q 2023). Net income: JP¥36.0m (down 79% from 1Q 2023). Profit margin: 4.4% (down from 23% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공고 • May 30Rentracks CO.,LTD. to Report Q1, 2024 Results on Aug 15, 2023Rentracks CO.,LTD. announced that they will report Q1, 2024 results on Aug 15, 2023
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥656, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 88% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥18.97 (vs JP¥17.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.97 (up from JP¥17.02 in 3Q 2022). Revenue: JP¥823.0m (up 35% from 3Q 2022). Net income: JP¥149.0m (up 11% from 3Q 2022). Profit margin: 18% (down from 22% 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 64% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
공고 • Nov 27Rentracks CO.,LTD. to Report Q3, 2023 Results on Feb 13, 2023Rentracks CO.,LTD. announced that they will report Q3, 2023 results on Feb 13, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.60 (vs JP¥14.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.60 (up from JP¥14.48 in 2Q 2022). Revenue: JP¥873.0m (up 63% from 2Q 2022). Net income: JP¥154.0m (up 35% from 2Q 2022). Profit margin: 18% (down from 21% 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 65% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Yoshihiro Morito was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공고 • Aug 28Rentracks CO.,LTD. to Report Q2, 2023 Results on Nov 14, 2022Rentracks CO.,LTD. announced that they will report Q2, 2023 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥773, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥21.64 (vs JP¥19.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥21.64 (up from JP¥19.43 in 1Q 2022). Revenue: JP¥748.0m (up 22% from 1Q 2022). Net income: JP¥170.0m (up 11% from 1Q 2022). Profit margin: 23% (down from 25% 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 57% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공고 • Jun 29Rentracks CO.,LTD. to Report Q1, 2023 Results on Aug 12, 2022Rentracks CO.,LTD. announced that they will report Q1, 2023 results on Aug 12, 2022
공고 • May 18Rentracks CO.,LTD., Annual General Meeting, Jun 29, 2022Rentracks CO.,LTD., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yoshihiro Morito was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Apr 08Rentracks CO.,LTD. to Report Fiscal Year 2022 Results on May 16, 2022Rentracks CO.,LTD. announced that they will report fiscal year 2022 results on May 16, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.0%).
Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.02 (up from JP¥11.81 in 3Q 2021). Revenue: JP¥608.0m (down 80% from 3Q 2021). Net income: JP¥134.0m (up 44% from 3Q 2021). Profit margin: 22% (up from 3.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥14.48 (vs JP¥1.91 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥536.0m (down 79% from 2Q 2021). Net income: JP¥114.0m (up JP¥99.0m from 2Q 2021). Profit margin: 21% (up from 0.6% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥781, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 18x in the Media industry in Japan. Total loss to shareholders of 16% over the past three years.
Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥27.68 (vs JP¥7.48 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥12.4b (up 30% from FY 2020). Net income: JP¥218.0m (up 270% from FY 2020). Profit margin: 1.8% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% 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.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.5%).
공고 • Mar 04Rentracks CO.,LTD. to Report Fiscal Year 2021 Results on May 14, 2021Rentracks CO.,LTD. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.81 (vs JP¥2.79 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.01b (up 49% from 3Q 2020). Net income: JP¥93.0m (up JP¥115.0m from 3Q 2020). Profit margin: 3.1% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% 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.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥646, the stock is trading at a trailing P/E ratio of 73.7x, up from the previous P/E ratio of 64x. 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 31%.
Is New 90 Day High Low • Jan 18New 90-day high: JP¥621The company is up 22% from its price of JP¥509 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 3.0% over the same period.
공고 • Oct 10Rentracks CO.,LTD. to Report Q2, 2021 Results on Nov 13, 2020Rentracks CO.,LTD. announced that they will report Q2, 2021 results on Nov 13, 2020
공고 • Jul 05Rentracks CO.,LTD. to Report Q1, 2021 Results on Aug 14, 2020Rentracks CO.,LTD. announced that they will report Q1, 2021 results on Aug 14, 2020