View ValuationPort 향후 성장Future 기준 점검 4/6Port (는) 각각 연간 18.5% 및 13.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.9% 로 예상됩니다.핵심 정보18.5%이익 성장률18.64%EPS 성장률Interactive Media and Services 이익 성장7.5%매출 성장률13.4%향후 자기자본이익률24.90%애널리스트 커버리지Low마지막 업데이트12 Mar 2026최근 향후 성장 업데이트공시 • Feb 16+ 1 more updatePort Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Port Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company revises revenue of JPY 29,000 million, operating profit of JPY 4,100 million, profit of JPY 2,720 million and basic earnings per share of JPY 202.98.공시 • Feb 13Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of JPY 11,100 million, operating income of JPY 1,710 million, net income of JPY 1,210 million, net income attributable to owners of parent of JPY 1,060 million and basic earnings per share of JPY 95.23.공시 • Nov 15Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the period, the company expects sales revenue of JPY 10,300 million, operating income of JPY 1,450 million, net income of JPY 975 million, net income attributable to owners of parent of JPY 850 million and basic earnings per share of JPY 76.31.공시 • Aug 15Port Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Port Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of ¥9,300 million, operating income of ¥1,200 million, net income attributable to owners of parent of ¥700 million or basic earnings per share of ¥61.13.공시 • Feb 16Port Inc. Provides Consolidated Financial Results Forecast for the Full Fiscal Year Ending December 31, 2022Port Inc. provided consolidated financial results forecast for the full fiscal year ending December 31, 2022. For the period, the company expects sales revenue to be in range of JPY 7,000 and JPY 7,500 million, operating income to be in range of JPY 550 million and JPY 700 million, net income to be in range of JPY 400 million and JPY 500 million, net income attributable to owners of the parent to be in range of JPY 400 million and JPY 500 million and basic earnings per share to be in range of JPY 35.70 and JPY 44.62.모든 업데이트 보기Recent updatesReported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥206 (up from JP¥142 in FY 2025). Revenue: JP¥29.1b (up 33% from FY 2025). Net income: JP¥2.72b (up 45% from FY 2025). Profit margin: 9.3% (up from 8.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • May 15Port Inc., Annual General Meeting, Jun 19, 2026Port Inc., Annual General Meeting, Jun 19, 2026.Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 9.5% to JP¥2,430. The fair value is estimated to be JP¥3,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.공시 • May 10Port Inc. to Report Fiscal Year 2026 Results on May 15, 2026Port Inc. 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: 23 June 2026. Payout ratio is a comfortable 1.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).Reported Earnings • Feb 18Third quarter 2026 earnings released: EPS: JP¥68.94 (vs JP¥27.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥68.94 (up from JP¥27.14 in 3Q 2025). Revenue: JP¥7.26b (up 39% from 3Q 2025). Net income: JP¥902.0m (up 151% from 3Q 2025). Profit margin: 12% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.공시 • Feb 16+ 1 more updatePort Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Port Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company revises revenue of JPY 29,000 million, operating profit of JPY 4,100 million, profit of JPY 2,720 million and basic earnings per share of JPY 202.98.New Risk • Dec 23New 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 5.6% 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: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).분석 기사 • Nov 21Additional Considerations Required While Assessing Port's (TSE:7047) Strong EarningsUnsurprisingly, Port Inc.'s ( TSE:7047 ) stock price was strong on the back of its healthy earnings report. We did some...Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥52.43 (vs JP¥29.38 in 2Q 2025)Second quarter 2026 results: EPS: JP¥52.43 (up from JP¥29.38 in 2Q 2025). Revenue: JP¥6.36b (up 23% from 2Q 2025). Net income: JP¥689.0m (up 77% from 2Q 2025). Profit margin: 11% (up from 7.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.Declared Dividend • Nov 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%.공시 • Oct 28Port Inc. (TSE:7047) agreed to acquire an additional 46% stake in HRteam Co., Ltd. from Takayuki Shirakura for ¥2.8 billion.Port Inc. (TSE:7047) agreed to acquire an additional 46% stake in HRteam Co., Ltd. from Takayuki Shirakura for ¥2.8 billion on October 27, 2025. A cash consideration of ¥2.76 billion will be paid by Port Inc. As part of consideration, ¥2.76 billion is paid towards common equity of HRteam Co., Ltd. Upon completion, Port Inc. will own 66% stake in HRteam Co., Ltd. The expected completion of the transaction is November 4, 2025.공시 • Sep 27Port Inc. to Report Q2, 2026 Results on Nov 13, 2025Port Inc. announced that they will report Q2, 2026 results on Nov 13, 2025Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,372, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 137% over the past three years.분석 기사 • Aug 15The Market Lifts Port Inc. (TSE:7047) Shares 27% But It Can Do MoreTSE:7047 1 Year Share Price vs Fair Value Explore Port's Fair Values from the Community and select yours Despite an...Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: JP¥42.96 (vs JP¥42.69 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.96 (up from JP¥42.69 in 1Q 2025). Revenue: JP¥6.58b (up 38% from 1Q 2025). Net income: JP¥572.0m (up 1.6% from 1Q 2025). Profit margin: 8.7% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Outside Director Daigo Tomioka was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jun 27Port Inc. to Report Q1, 2026 Results on Aug 12, 2025Port Inc. announced that they will report Q1, 2026 results on Aug 12, 2025Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥142 (vs JP¥118 in FY 2024)Full year 2025 results: EPS: JP¥142 (up from JP¥118 in FY 2024). Revenue: JP¥22.0b (up 32% from FY 2024). Net income: JP¥1.88b (up 29% from FY 2024). Profit margin: 8.6% (down from 8.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 37% per year.공시 • Jun 19Port Inc. (TSE:7047) announces an Equity Buyback for 166,000 shares, representing 1.26% for ¥300 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 166,000 shares, representing 1.26% of its issued share capital (excluding treasury stock), for ¥300 million. The purpose of the prorgam is to acquire additional treasury stock to prepare for future corporate actions such as M&A. The program will run until September 30, 2025. As of June 18, 2025, the company had 13,192,287 shares in issue (excluding treasury stock) and 882,403 shares in treasury.분석 기사 • Jun 11Is Port (TSE:7047) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,821, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 163% over the past three years.공시 • Jun 10Port Inc. (TSE:7047) announces an Equity Buyback for 200,000 shares, representing 1.5% for ¥300 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.5% of its issued share capital (excluding treasury stock), for ¥300 million. The purpose of the program is to improve corporate value, including the achievement of the medium-term management plan and lead to the maximum return of profits to shareholders. The program will run until July 17, 2025. As of June 9, 2025, the company had 13,356,287 shares in issue (excluding treasury stock) and 727,390 shares in treasury.분석 기사 • May 23We Think You Should Be Aware Of Some Concerning Factors In Port's (TSE:7047) EarningsPort Inc.'s ( TSE:7047 ) stock didn't jump after it announced some healthy earnings. We think that investors might be...Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,610, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 111% over the past three years.Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥142 (vs JP¥118 in FY 2024)Full year 2025 results: EPS: JP¥142 (up from JP¥118 in FY 2024). Revenue: JP¥22.0b (up 32% from FY 2024). Net income: JP¥1.88b (up 29% from FY 2024). Profit margin: 8.6% (down from 8.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.공시 • May 16Briarwood Capital Partners LP completed the acquisition of 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) for ¥1.2 billion.Briarwood Capital Partners LP acquired 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) for ¥1.2 billion on May 16, 2025. A cash consideration of ¥1.18 billion valued at ¥320 per share will be paid by Briarwood Capital Partners LP. As part of consideration, ¥1.18 billion is paid towards common equity of ENECHANGE Ltd. Briarwood Capital Partners LP completed the acquisition of 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) on May 16, 2025.New Risk • May 15New 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 9.7% 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. This is currently the only risk that has been identified for the company.공시 • May 14Port Inc., Annual General Meeting, Jun 20, 2025Port Inc., Annual General Meeting, Jun 20, 2025.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.3% 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. This is currently the only risk that has been identified for the company.분석 기사 • Apr 07Investors Holding Back On Port Inc. (TSE:7047)It's not a stretch to say that Port Inc.'s ( TSE:7047 ) price-to-earnings (or "P/E") ratio of 11.3x right now seems...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,616, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 122% over the past three years.공시 • Mar 29Port Inc. to Report Fiscal Year 2025 Results on May 14, 2025Port Inc. announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 1.4% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥27.14 (vs JP¥13.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.14 (up from JP¥13.91 in 3Q 2024). Revenue: JP¥5.24b (up 35% from 3Q 2024). Net income: JP¥360.0m (up 99% from 3Q 2024). Profit margin: 6.9% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.공시 • Jan 17Port Inc. to Report Q3, 2025 Results on Feb 13, 2025Port Inc. announced that they will report Q3, 2025 results on Feb 13, 2025분석 기사 • Nov 20Port's (TSE:7047) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after Port Inc. ( TSE:7047 ) posted decent earnings last week. Our analysis showed that...Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥29.38 (vs JP¥44.73 in 2Q 2024)Second quarter 2025 results: EPS: JP¥29.38 (down from JP¥44.73 in 2Q 2024). Revenue: JP¥5.16b (up 31% from 2Q 2024). Net income: JP¥389.0m (down 27% from 2Q 2024). Profit margin: 7.5% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Declared Dividend • Nov 15Dividend of JP¥2.50 announcedShareholders will receive a dividend of JP¥2.50. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 1%. Cash payout ratio: 12%.Buy Or Sell Opportunity • Oct 29Now 20% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥1,878. The fair value is estimated to be JP¥1,560, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Meanwhile, the company has become profitable.분석 기사 • Oct 23Does Port (TSE:7047) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...공시 • Sep 28Port Inc. to Report Q2, 2025 Results on Nov 13, 2024Port Inc. announced that they will report Q2, 2025 results on Nov 13, 2024분석 기사 • Sep 06Is Port (TSE:7047) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥42.69 (vs JP¥23.43 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.69 (up from JP¥23.43 in 1Q 2024). Revenue: JP¥4.76b (up 33% from 1Q 2024). Net income: JP¥563.0m (up 113% from 1Q 2024). Profit margin: 12% (up from 7.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 06Port Inc.'s (TSE:7047) Popularity With Investors Under Threat As Stock Sinks 41%The Port Inc. ( TSE:7047 ) share price has fared very poorly over the last month, falling by a substantial 41%. Instead...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.3% 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 Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (26% accrual ratio). Minor Risk Shareholders have been diluted in the past year (14% increase in shares outstanding).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to JP¥1,322, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 57% over the past three years.분석 기사 • Jul 25If EPS Growth Is Important To You, Port (TSE:7047) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...공시 • Jul 04Port Inc. to Report Q1, 2025 Results on Aug 13, 2024Port Inc. announced that they will report Q1, 2025 results on Aug 13, 2024Reported Earnings • Jun 21Full year 2024 earnings released: EPS: JP¥118 (vs JP¥96.50 in FY 2023)Full year 2024 results: EPS: JP¥118 (up from JP¥96.50 in FY 2023). Revenue: JP¥16.6b (up 46% from FY 2023). Net income: JP¥1.46b (up 36% from FY 2023). Profit margin: 8.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,296, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 179% over the past three years.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥118 (vs JP¥96.50 in FY 2023)Full year 2024 results: EPS: JP¥118 (up from JP¥96.50 in FY 2023). Revenue: JP¥16.6b (up 46% from FY 2023). Net income: JP¥1.46b (up 36% from FY 2023). Profit margin: 8.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.공시 • May 16Port Inc., Annual General Meeting, Jun 20, 2024Port Inc., Annual General Meeting, Jun 20, 2024.공시 • May 14NIFTY Lifestyle Co., Ltd. (TSE:4262) agreed to acquire Doors Co., Ltd. from Port Inc. (TSE:7047) for ¥1.7 billion.NIFTY Lifestyle Co., Ltd. (TSE:4262) agreed to acquire Doors Co., Ltd. from Port Inc. (TSE:7047) for ¥1.7 billion on May 13, 2024. The consideration consists of ¥1750 million in cash. As part of the consideration, ¥1750 million was paid towards common equity. As of March 31, 2024, Doors Co., Ltd reported net assets of ¥600 million, total assets of ¥750 million, sales of ¥1 billion, operating income of ¥170 million, and net income of ¥120 million. The deal is expected to be completed on May 31, 2024.공시 • Apr 02Port Inc. (TSE:7047) completed the acquisition of Employment information community site business of Rakuten Group.Port Inc. (TSE:7047) agreed to acquire Employment information community site business of Rakuten Group for ¥2.2 billion on January 31, 2024. Transaction is expected to complete on April 1, 2024.Port Inc. (TSE:7047) completed the acquisition of Employment information community site business of Rakuten Group on April 1, 2024. Employment information community site business of Rakuten Group has been established as Minshu Co., Ltd.공시 • Mar 28Port Inc. to Report Fiscal Year 2024 Results on May 13, 2024Port Inc. announced that they will report fiscal year 2024 results on May 13, 2024Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥13.98 (vs JP¥17.45 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.98 (down from JP¥17.45 in 3Q 2023). Revenue: JP¥3.88b (up 43% from 3Q 2023). Net income: JP¥182.0m (down 6.2% from 3Q 2023). Profit margin: 4.7% (down from 7.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.공시 • Jan 11Port Inc. to Report Q3, 2024 Results on Feb 13, 2024Port Inc. announced that they will report Q3, 2024 results on Feb 13, 2024Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,198, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 270% over the past three years.Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: JP¥44.71 (vs JP¥27.38 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.71 (up from JP¥27.38 in 2Q 2023). Revenue: JP¥3.94b (up 49% from 2Q 2023). Net income: JP¥533.0m (up 76% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,077, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 231% over the past three years.공시 • Sep 28Port Inc. to Report Q2, 2024 Results on Nov 13, 2023Port Inc. announced that they will report Q2, 2024 results on Nov 13, 2023Buying Opportunity • Aug 25Now 20% undervaluedOver the last 90 days, the stock is up 83%. The fair value is estimated to be JP¥3,395, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 103%.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,500, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 179% over the past three years.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥23.43 (vs JP¥20.61 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.43 (up from JP¥20.61 in 1Q 2023). Revenue: JP¥3.58b (up 36% from 1Q 2023). Net income: JP¥264.0m (up 14% from 1Q 2023). Profit margin: 7.4% (down from 8.8% in 1Q 2023). The decrease in margin was driven by higher expenses.New Risk • Jul 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Shareholders have been diluted in the past year (5.4% increase in shares outstanding).공시 • Jul 01coconala Inc. (TSE:4176) signed a contract to acquire Port Engineering Inc from Port Inc. (TSE:7047) for ¥250 million.coconala Inc. (TSE:4176) signed a contract to acquire Port Engineering Inc from Port Inc. (TSE:7047) for ¥250 million on June 30, 2023. The share transfer execution date is scheduled on July 3, 2023.공시 • Jun 28Port Inc. to Report Q1, 2024 Results on Aug 14, 2023Port Inc. announced that they will report Q1, 2024 results on Aug 14, 2023Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥2,339, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 133% over the past three years.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,694, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 85% over the past three years.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,453, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 99% over the past three years.공시 • May 13Port Inc., Annual General Meeting, Jun 23, 2023Port Inc., Annual General Meeting, Jun 23, 2023.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,728, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 273% over the past three years.Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥17.55 (vs JP¥9.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.55 (up from JP¥9.07 in 3Q 2022). Revenue: JP¥2.71b (up 81% from 3Q 2022). Net income: JP¥195.0m (up 86% from 3Q 2022). Profit margin: 7.2% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue.공시 • Feb 13Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of JPY 11,100 million, operating income of JPY 1,710 million, net income of JPY 1,210 million, net income attributable to owners of parent of JPY 1,060 million and basic earnings per share of JPY 95.23.공시 • Jan 06Port Inc. to Report Q3, 2023 Results on Feb 13, 2023Port Inc. announced that they will report Q3, 2023 results on Feb 13, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside Director Kuniyoshi Mabuchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Nov 15Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the period, the company expects sales revenue of JPY 10,300 million, operating income of JPY 1,450 million, net income of JPY 975 million, net income attributable to owners of parent of JPY 850 million and basic earnings per share of JPY 76.31.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,160, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 15% over the past three years.Buying Opportunity • Oct 21Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be JP¥1,183, however this is not to be taken as a buy recommendation but rather should be used as a guide only.공시 • Sep 30Port Inc. to Report Q2, 2023 Results on Nov 14, 2022Port Inc. announced that they will report Q2, 2023 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥975, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 25x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 5.3% over the past three years.Buying Opportunity • Aug 18Now 24% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be JP¥1,317, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Reported Earnings • Aug 17First quarter 2023 earnings released: EPS: JP¥20.61 (vs JP¥12.81 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥20.61 (up from JP¥12.81 loss in 1Q 2022). Revenue: JP¥2.63b (up 62% from 1Q 2022). Net income: JP¥231.0m (up JP¥375.0m from 1Q 2022). Profit margin: 8.8% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue.공시 • Aug 15Port Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Port Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of ¥9,300 million, operating income of ¥1,200 million, net income attributable to owners of parent of ¥700 million or basic earnings per share of ¥61.13.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥837, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 28x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 4.6% over the past three years.Buying Opportunity • Jul 25Now 22% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥928, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Buying Opportunity • Jul 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥865, however this is not to be taken as a buy recommendation but rather should be used as a guide only.공시 • Jun 30Port Inc. to Report Q1, 2023 Results on Aug 15, 2022Port Inc. announced that they will report Q1, 2023 results on Aug 15, 2022Buying Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥875, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 67% in the next 2 years.공시 • May 14Port Inc., Annual General Meeting, Jun 23, 2022Port Inc., Annual General Meeting, Jun 23, 2022.공시 • Apr 08Port Inc. to Report Fiscal Year 2022 Results on May 13, 2022Port Inc. announced that they will report fiscal year 2022 results on May 13, 2022공시 • Feb 25Port Inc. (TSE:7047) announces an Equity Buyback for 285,000 shares, representing 2.37% for ¥200 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 285,000 shares, representing 2.37% of its issued share capital, for ¥200 million. The purpose of the program is to the maximum return of profits to our shareholders. The program will expire on April 29, 2022. As of February 24, 2022, the company has 12,039,390 issued shares (excluding treasury stock) and 457,190 treasury shares.공시 • Feb 16Port Inc. Provides Consolidated Financial Results Forecast for the Full Fiscal Year Ending December 31, 2022Port Inc. provided consolidated financial results forecast for the full fiscal year ending December 31, 2022. For the period, the company expects sales revenue to be in range of JPY 7,000 and JPY 7,500 million, operating income to be in range of JPY 550 million and JPY 700 million, net income to be in range of JPY 400 million and JPY 500 million, net income attributable to owners of the parent to be in range of JPY 400 million and JPY 500 million and basic earnings per share to be in range of JPY 35.70 and JPY 44.62.공시 • Jul 07Port Inc. announced that it expects to receive ¥199.9413 million in funding from Change Inc.Port Inc. announced a private placement of 269,100 shares at issue price of ¥743 per share for gross proceeds of ¥199,941,300 on July 5, 2021. The transaction included participation from new investor, Change Inc. The investor will hold 2.34% stake in the company post closing of the transaction. The company will raise funds through third party allocation increase. The company will incur expenses of ¥650,000 in relation to the transaction. The transaction is expected to close on July 26, 2021. The transaction has been approved by the board of directors of the company.이익 및 매출 성장 예측TSE:7047 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202946,2005,100N/A3,95513/31/202841,0004,200N/A3,15513/31/202735,5003,400N/A2,35513/31/202629,1002,7172,2895,740N/A12/31/202527,0012,7303793,954N/A9/30/202524,9822,188-2483,192N/A6/30/202523,7811,888-1,0561,984N/A3/31/202521,9631,879-3842,066N/A12/31/202421,1691,9066422,843N/A9/30/202419,0241,6102122,146N/A6/30/202418,0801,8022831,847N/A3/31/202416,6221,456-2561,031N/A12/31/202314,7821,325421,034N/A9/30/202313,6131,3381,0471,608N/A6/30/202312,3181,1078721,351N/A3/31/202311,3641,0748701,339N/A12/31/202210,5528991,1071,265N/A9/30/20229,346809705826N/A6/30/20228,197561667788N/A3/31/20226,994332542614N/A12/31/20216,03718N/AN/AN/A9/30/20215,777-17163223N/A3/31/20214,704-52106129N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 7047 의 연간 예상 수익 증가율(18.5%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 7047 의 연간 수익(18.5%)이 JP 시장(8.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 7047 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 7047 의 수익(연간 13.4%)이 JP 시장(연간 5.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 7047 의 수익(연간 13.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 7047의 자본 수익률은 3년 후 24.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 17:24종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Port Inc.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Satoru SekineDaiwa Securities Co. Ltd.Hiroshi NayaIchiyoshi Research Institute Inc.
공시 • Feb 16+ 1 more updatePort Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Port Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company revises revenue of JPY 29,000 million, operating profit of JPY 4,100 million, profit of JPY 2,720 million and basic earnings per share of JPY 202.98.
공시 • Feb 13Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of JPY 11,100 million, operating income of JPY 1,710 million, net income of JPY 1,210 million, net income attributable to owners of parent of JPY 1,060 million and basic earnings per share of JPY 95.23.
공시 • Nov 15Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the period, the company expects sales revenue of JPY 10,300 million, operating income of JPY 1,450 million, net income of JPY 975 million, net income attributable to owners of parent of JPY 850 million and basic earnings per share of JPY 76.31.
공시 • Aug 15Port Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Port Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of ¥9,300 million, operating income of ¥1,200 million, net income attributable to owners of parent of ¥700 million or basic earnings per share of ¥61.13.
공시 • Feb 16Port Inc. Provides Consolidated Financial Results Forecast for the Full Fiscal Year Ending December 31, 2022Port Inc. provided consolidated financial results forecast for the full fiscal year ending December 31, 2022. For the period, the company expects sales revenue to be in range of JPY 7,000 and JPY 7,500 million, operating income to be in range of JPY 550 million and JPY 700 million, net income to be in range of JPY 400 million and JPY 500 million, net income attributable to owners of the parent to be in range of JPY 400 million and JPY 500 million and basic earnings per share to be in range of JPY 35.70 and JPY 44.62.
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥206 (up from JP¥142 in FY 2025). Revenue: JP¥29.1b (up 33% from FY 2025). Net income: JP¥2.72b (up 45% from FY 2025). Profit margin: 9.3% (up from 8.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • May 15Port Inc., Annual General Meeting, Jun 19, 2026Port Inc., Annual General Meeting, Jun 19, 2026.
Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 9.5% to JP¥2,430. The fair value is estimated to be JP¥3,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
공시 • May 10Port Inc. to Report Fiscal Year 2026 Results on May 15, 2026Port Inc. 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: 23 June 2026. Payout ratio is a comfortable 1.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).
Reported Earnings • Feb 18Third quarter 2026 earnings released: EPS: JP¥68.94 (vs JP¥27.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥68.94 (up from JP¥27.14 in 3Q 2025). Revenue: JP¥7.26b (up 39% from 3Q 2025). Net income: JP¥902.0m (up 151% from 3Q 2025). Profit margin: 12% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.
공시 • Feb 16+ 1 more updatePort Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Port Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company revises revenue of JPY 29,000 million, operating profit of JPY 4,100 million, profit of JPY 2,720 million and basic earnings per share of JPY 202.98.
New Risk • Dec 23New 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 5.6% 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: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).
분석 기사 • Nov 21Additional Considerations Required While Assessing Port's (TSE:7047) Strong EarningsUnsurprisingly, Port Inc.'s ( TSE:7047 ) stock price was strong on the back of its healthy earnings report. We did some...
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥52.43 (vs JP¥29.38 in 2Q 2025)Second quarter 2026 results: EPS: JP¥52.43 (up from JP¥29.38 in 2Q 2025). Revenue: JP¥6.36b (up 23% from 2Q 2025). Net income: JP¥689.0m (up 77% from 2Q 2025). Profit margin: 11% (up from 7.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.
Declared Dividend • Nov 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%.
공시 • Oct 28Port Inc. (TSE:7047) agreed to acquire an additional 46% stake in HRteam Co., Ltd. from Takayuki Shirakura for ¥2.8 billion.Port Inc. (TSE:7047) agreed to acquire an additional 46% stake in HRteam Co., Ltd. from Takayuki Shirakura for ¥2.8 billion on October 27, 2025. A cash consideration of ¥2.76 billion will be paid by Port Inc. As part of consideration, ¥2.76 billion is paid towards common equity of HRteam Co., Ltd. Upon completion, Port Inc. will own 66% stake in HRteam Co., Ltd. The expected completion of the transaction is November 4, 2025.
공시 • Sep 27Port Inc. to Report Q2, 2026 Results on Nov 13, 2025Port Inc. announced that they will report Q2, 2026 results on Nov 13, 2025
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,372, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 137% over the past three years.
분석 기사 • Aug 15The Market Lifts Port Inc. (TSE:7047) Shares 27% But It Can Do MoreTSE:7047 1 Year Share Price vs Fair Value Explore Port's Fair Values from the Community and select yours Despite an...
Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: JP¥42.96 (vs JP¥42.69 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.96 (up from JP¥42.69 in 1Q 2025). Revenue: JP¥6.58b (up 38% from 1Q 2025). Net income: JP¥572.0m (up 1.6% from 1Q 2025). Profit margin: 8.7% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Outside Director Daigo Tomioka was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jun 27Port Inc. to Report Q1, 2026 Results on Aug 12, 2025Port Inc. announced that they will report Q1, 2026 results on Aug 12, 2025
Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥142 (vs JP¥118 in FY 2024)Full year 2025 results: EPS: JP¥142 (up from JP¥118 in FY 2024). Revenue: JP¥22.0b (up 32% from FY 2024). Net income: JP¥1.88b (up 29% from FY 2024). Profit margin: 8.6% (down from 8.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 37% per year.
공시 • Jun 19Port Inc. (TSE:7047) announces an Equity Buyback for 166,000 shares, representing 1.26% for ¥300 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 166,000 shares, representing 1.26% of its issued share capital (excluding treasury stock), for ¥300 million. The purpose of the prorgam is to acquire additional treasury stock to prepare for future corporate actions such as M&A. The program will run until September 30, 2025. As of June 18, 2025, the company had 13,192,287 shares in issue (excluding treasury stock) and 882,403 shares in treasury.
분석 기사 • Jun 11Is Port (TSE:7047) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,821, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 163% over the past three years.
공시 • Jun 10Port Inc. (TSE:7047) announces an Equity Buyback for 200,000 shares, representing 1.5% for ¥300 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.5% of its issued share capital (excluding treasury stock), for ¥300 million. The purpose of the program is to improve corporate value, including the achievement of the medium-term management plan and lead to the maximum return of profits to shareholders. The program will run until July 17, 2025. As of June 9, 2025, the company had 13,356,287 shares in issue (excluding treasury stock) and 727,390 shares in treasury.
분석 기사 • May 23We Think You Should Be Aware Of Some Concerning Factors In Port's (TSE:7047) EarningsPort Inc.'s ( TSE:7047 ) stock didn't jump after it announced some healthy earnings. We think that investors might be...
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,610, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 111% over the past three years.
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥142 (vs JP¥118 in FY 2024)Full year 2025 results: EPS: JP¥142 (up from JP¥118 in FY 2024). Revenue: JP¥22.0b (up 32% from FY 2024). Net income: JP¥1.88b (up 29% from FY 2024). Profit margin: 8.6% (down from 8.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
공시 • May 16Briarwood Capital Partners LP completed the acquisition of 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) for ¥1.2 billion.Briarwood Capital Partners LP acquired 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) for ¥1.2 billion on May 16, 2025. A cash consideration of ¥1.18 billion valued at ¥320 per share will be paid by Briarwood Capital Partners LP. As part of consideration, ¥1.18 billion is paid towards common equity of ENECHANGE Ltd. Briarwood Capital Partners LP completed the acquisition of 8.69% stake in ENECHANGE Ltd. (TSE:4169) from Port Inc. (TSE:7047) on May 16, 2025.
New Risk • May 15New 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 9.7% 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. This is currently the only risk that has been identified for the company.
공시 • May 14Port Inc., Annual General Meeting, Jun 20, 2025Port Inc., Annual General Meeting, Jun 20, 2025.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.3% 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. This is currently the only risk that has been identified for the company.
분석 기사 • Apr 07Investors Holding Back On Port Inc. (TSE:7047)It's not a stretch to say that Port Inc.'s ( TSE:7047 ) price-to-earnings (or "P/E") ratio of 11.3x right now seems...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,616, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 122% over the past three years.
공시 • Mar 29Port Inc. to Report Fiscal Year 2025 Results on May 14, 2025Port Inc. announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 1.4% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥27.14 (vs JP¥13.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.14 (up from JP¥13.91 in 3Q 2024). Revenue: JP¥5.24b (up 35% from 3Q 2024). Net income: JP¥360.0m (up 99% from 3Q 2024). Profit margin: 6.9% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
공시 • Jan 17Port Inc. to Report Q3, 2025 Results on Feb 13, 2025Port Inc. announced that they will report Q3, 2025 results on Feb 13, 2025
분석 기사 • Nov 20Port's (TSE:7047) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after Port Inc. ( TSE:7047 ) posted decent earnings last week. Our analysis showed that...
Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥29.38 (vs JP¥44.73 in 2Q 2024)Second quarter 2025 results: EPS: JP¥29.38 (down from JP¥44.73 in 2Q 2024). Revenue: JP¥5.16b (up 31% from 2Q 2024). Net income: JP¥389.0m (down 27% from 2Q 2024). Profit margin: 7.5% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Nov 15Dividend of JP¥2.50 announcedShareholders will receive a dividend of JP¥2.50. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 1%. Cash payout ratio: 12%.
Buy Or Sell Opportunity • Oct 29Now 20% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥1,878. The fair value is estimated to be JP¥1,560, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Meanwhile, the company has become profitable.
분석 기사 • Oct 23Does Port (TSE:7047) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
공시 • Sep 28Port Inc. to Report Q2, 2025 Results on Nov 13, 2024Port Inc. announced that they will report Q2, 2025 results on Nov 13, 2024
분석 기사 • Sep 06Is Port (TSE:7047) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥42.69 (vs JP¥23.43 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.69 (up from JP¥23.43 in 1Q 2024). Revenue: JP¥4.76b (up 33% from 1Q 2024). Net income: JP¥563.0m (up 113% from 1Q 2024). Profit margin: 12% (up from 7.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 06Port Inc.'s (TSE:7047) Popularity With Investors Under Threat As Stock Sinks 41%The Port Inc. ( TSE:7047 ) share price has fared very poorly over the last month, falling by a substantial 41%. Instead...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.3% 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 Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (26% accrual ratio). Minor Risk Shareholders have been diluted in the past year (14% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to JP¥1,322, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 57% over the past three years.
분석 기사 • Jul 25If EPS Growth Is Important To You, Port (TSE:7047) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
공시 • Jul 04Port Inc. to Report Q1, 2025 Results on Aug 13, 2024Port Inc. announced that they will report Q1, 2025 results on Aug 13, 2024
Reported Earnings • Jun 21Full year 2024 earnings released: EPS: JP¥118 (vs JP¥96.50 in FY 2023)Full year 2024 results: EPS: JP¥118 (up from JP¥96.50 in FY 2023). Revenue: JP¥16.6b (up 46% from FY 2023). Net income: JP¥1.46b (up 36% from FY 2023). Profit margin: 8.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,296, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 179% over the past three years.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥118 (vs JP¥96.50 in FY 2023)Full year 2024 results: EPS: JP¥118 (up from JP¥96.50 in FY 2023). Revenue: JP¥16.6b (up 46% from FY 2023). Net income: JP¥1.46b (up 36% from FY 2023). Profit margin: 8.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
공시 • May 16Port Inc., Annual General Meeting, Jun 20, 2024Port Inc., Annual General Meeting, Jun 20, 2024.
공시 • May 14NIFTY Lifestyle Co., Ltd. (TSE:4262) agreed to acquire Doors Co., Ltd. from Port Inc. (TSE:7047) for ¥1.7 billion.NIFTY Lifestyle Co., Ltd. (TSE:4262) agreed to acquire Doors Co., Ltd. from Port Inc. (TSE:7047) for ¥1.7 billion on May 13, 2024. The consideration consists of ¥1750 million in cash. As part of the consideration, ¥1750 million was paid towards common equity. As of March 31, 2024, Doors Co., Ltd reported net assets of ¥600 million, total assets of ¥750 million, sales of ¥1 billion, operating income of ¥170 million, and net income of ¥120 million. The deal is expected to be completed on May 31, 2024.
공시 • Apr 02Port Inc. (TSE:7047) completed the acquisition of Employment information community site business of Rakuten Group.Port Inc. (TSE:7047) agreed to acquire Employment information community site business of Rakuten Group for ¥2.2 billion on January 31, 2024. Transaction is expected to complete on April 1, 2024.Port Inc. (TSE:7047) completed the acquisition of Employment information community site business of Rakuten Group on April 1, 2024. Employment information community site business of Rakuten Group has been established as Minshu Co., Ltd.
공시 • Mar 28Port Inc. to Report Fiscal Year 2024 Results on May 13, 2024Port Inc. announced that they will report fiscal year 2024 results on May 13, 2024
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥13.98 (vs JP¥17.45 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.98 (down from JP¥17.45 in 3Q 2023). Revenue: JP¥3.88b (up 43% from 3Q 2023). Net income: JP¥182.0m (down 6.2% from 3Q 2023). Profit margin: 4.7% (down from 7.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
공시 • Jan 11Port Inc. to Report Q3, 2024 Results on Feb 13, 2024Port Inc. announced that they will report Q3, 2024 results on Feb 13, 2024
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,198, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 270% over the past three years.
Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: JP¥44.71 (vs JP¥27.38 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.71 (up from JP¥27.38 in 2Q 2023). Revenue: JP¥3.94b (up 49% from 2Q 2023). Net income: JP¥533.0m (up 76% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,077, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 231% over the past three years.
공시 • Sep 28Port Inc. to Report Q2, 2024 Results on Nov 13, 2023Port Inc. announced that they will report Q2, 2024 results on Nov 13, 2023
Buying Opportunity • Aug 25Now 20% undervaluedOver the last 90 days, the stock is up 83%. The fair value is estimated to be JP¥3,395, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 103%.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,500, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 179% over the past three years.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥23.43 (vs JP¥20.61 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.43 (up from JP¥20.61 in 1Q 2023). Revenue: JP¥3.58b (up 36% from 1Q 2023). Net income: JP¥264.0m (up 14% from 1Q 2023). Profit margin: 7.4% (down from 8.8% in 1Q 2023). The decrease in margin was driven by higher expenses.
New Risk • Jul 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Shareholders have been diluted in the past year (5.4% increase in shares outstanding).
공시 • Jul 01coconala Inc. (TSE:4176) signed a contract to acquire Port Engineering Inc from Port Inc. (TSE:7047) for ¥250 million.coconala Inc. (TSE:4176) signed a contract to acquire Port Engineering Inc from Port Inc. (TSE:7047) for ¥250 million on June 30, 2023. The share transfer execution date is scheduled on July 3, 2023.
공시 • Jun 28Port Inc. to Report Q1, 2024 Results on Aug 14, 2023Port Inc. announced that they will report Q1, 2024 results on Aug 14, 2023
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥2,339, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 133% over the past three years.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,694, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 85% over the past three years.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,453, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 99% over the past three years.
공시 • May 13Port Inc., Annual General Meeting, Jun 23, 2023Port Inc., Annual General Meeting, Jun 23, 2023.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,728, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 273% over the past three years.
Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥17.55 (vs JP¥9.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.55 (up from JP¥9.07 in 3Q 2022). Revenue: JP¥2.71b (up 81% from 3Q 2022). Net income: JP¥195.0m (up 86% from 3Q 2022). Profit margin: 7.2% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue.
공시 • Feb 13Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of JPY 11,100 million, operating income of JPY 1,710 million, net income of JPY 1,210 million, net income attributable to owners of parent of JPY 1,060 million and basic earnings per share of JPY 95.23.
공시 • Jan 06Port Inc. to Report Q3, 2023 Results on Feb 13, 2023Port Inc. announced that they will report Q3, 2023 results on Feb 13, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside Director Kuniyoshi Mabuchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Nov 15Port Inc. Provides Earning Guidance for the Year Ending March 31, 2023Port Inc. provided earning guidance for the year ending March 31, 2023. For the period, the company expects sales revenue of JPY 10,300 million, operating income of JPY 1,450 million, net income of JPY 975 million, net income attributable to owners of parent of JPY 850 million and basic earnings per share of JPY 76.31.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,160, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 15% over the past three years.
Buying Opportunity • Oct 21Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be JP¥1,183, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
공시 • Sep 30Port Inc. to Report Q2, 2023 Results on Nov 14, 2022Port Inc. announced that they will report Q2, 2023 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥975, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 25x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 5.3% over the past three years.
Buying Opportunity • Aug 18Now 24% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be JP¥1,317, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Reported Earnings • Aug 17First quarter 2023 earnings released: EPS: JP¥20.61 (vs JP¥12.81 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥20.61 (up from JP¥12.81 loss in 1Q 2022). Revenue: JP¥2.63b (up 62% from 1Q 2022). Net income: JP¥231.0m (up JP¥375.0m from 1Q 2022). Profit margin: 8.8% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue.
공시 • Aug 15Port Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Port Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects sales revenue of ¥9,300 million, operating income of ¥1,200 million, net income attributable to owners of parent of ¥700 million or basic earnings per share of ¥61.13.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥837, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 28x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 4.6% over the past three years.
Buying Opportunity • Jul 25Now 22% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥928, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Buying Opportunity • Jul 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥865, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
공시 • Jun 30Port Inc. to Report Q1, 2023 Results on Aug 15, 2022Port Inc. announced that they will report Q1, 2023 results on Aug 15, 2022
Buying Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥875, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 67% in the next 2 years.
공시 • May 14Port Inc., Annual General Meeting, Jun 23, 2022Port Inc., Annual General Meeting, Jun 23, 2022.
공시 • Apr 08Port Inc. to Report Fiscal Year 2022 Results on May 13, 2022Port Inc. announced that they will report fiscal year 2022 results on May 13, 2022
공시 • Feb 25Port Inc. (TSE:7047) announces an Equity Buyback for 285,000 shares, representing 2.37% for ¥200 million.Port Inc. (TSE:7047) announces a share repurchase program. Under the program, the company will repurchase up to 285,000 shares, representing 2.37% of its issued share capital, for ¥200 million. The purpose of the program is to the maximum return of profits to our shareholders. The program will expire on April 29, 2022. As of February 24, 2022, the company has 12,039,390 issued shares (excluding treasury stock) and 457,190 treasury shares.
공시 • Feb 16Port Inc. Provides Consolidated Financial Results Forecast for the Full Fiscal Year Ending December 31, 2022Port Inc. provided consolidated financial results forecast for the full fiscal year ending December 31, 2022. For the period, the company expects sales revenue to be in range of JPY 7,000 and JPY 7,500 million, operating income to be in range of JPY 550 million and JPY 700 million, net income to be in range of JPY 400 million and JPY 500 million, net income attributable to owners of the parent to be in range of JPY 400 million and JPY 500 million and basic earnings per share to be in range of JPY 35.70 and JPY 44.62.
공시 • Jul 07Port Inc. announced that it expects to receive ¥199.9413 million in funding from Change Inc.Port Inc. announced a private placement of 269,100 shares at issue price of ¥743 per share for gross proceeds of ¥199,941,300 on July 5, 2021. The transaction included participation from new investor, Change Inc. The investor will hold 2.34% stake in the company post closing of the transaction. The company will raise funds through third party allocation increase. The company will incur expenses of ¥650,000 in relation to the transaction. The transaction is expected to close on July 26, 2021. The transaction has been approved by the board of directors of the company.