Papyless (3641) 주식 개요는 일본에서 전자책을 판매 및 대여하는 회사입니다. 자세히 보기3641 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적0/6재무 건전성6/6배당3/6위험 분석지난 5년간 매년 수익이 53.8% 감소했습니다.의미 있는 시가총액이 없습니다(¥8B)모든 위험 점검 보기3641 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥955.00116.1% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-164m25b2016201920222025202620282031Revenue JP¥8.5bEarnings JP¥367.5mAdvancedSet Fair ValueView all narrativesPapyless Co., Ltd. 경쟁사Village VanguardLTDSymbol: TSE:2769Market cap: JP¥6.7bTay TwoSymbol: TSE:7610Market cap: JP¥8.4bHIMARAYALtdSymbol: TSE:7514Market cap: JP¥10.4bTea LifeSymbol: TSE:3172Market cap: JP¥4.9b가격 이력 및 성과Papyless 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥955.0052주 최고가JP¥1,121.0052주 최저가JP¥863.00베타0.611개월 변동-3.83%3개월 변동-10.24%1년 변동8.77%3년 변동-4.31%5년 변동-44.83%IPO 이후 변동25.66%최근 뉴스 및 업데이트Reported Earnings • May 20Full year 2026 earnings released: JP¥0.46 loss per share (vs JP¥16.90 loss in FY 2025)Full year 2026 results: JP¥0.46 loss per share (improved from JP¥16.90 loss in FY 2025). Revenue: JP¥14.7b (down 6.5% from FY 2025). Net loss: JP¥4.00m (loss narrowed 98% from FY 2025). Profit margin: 0% (up from net loss in FY 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.공시 • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.4%).Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥7.17 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.17 (up from JP¥2.76 in 3Q 2025). Revenue: JP¥3.60b (down 7.3% from 3Q 2025). Net income: JP¥62.0m (up 130% from 3Q 2025). Profit margin: 1.7% (up from 0.7% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.공시 • Dec 20Papyless Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Papyless Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥7.19 (vs JP¥40.45 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.19 (up from JP¥40.45 loss in 2Q 2025). Revenue: JP¥3.86b (down 7.2% from 2Q 2025). Net income: JP¥62.0m (up JP¥461.0m from 2Q 2025). Profit margin: 1.6% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.더 많은 업데이트 보기Recent updatesReported Earnings • May 20Full year 2026 earnings released: JP¥0.46 loss per share (vs JP¥16.90 loss in FY 2025)Full year 2026 results: JP¥0.46 loss per share (improved from JP¥16.90 loss in FY 2025). Revenue: JP¥14.7b (down 6.5% from FY 2025). Net loss: JP¥4.00m (loss narrowed 98% from FY 2025). Profit margin: 0% (up from net loss in FY 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.공시 • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.4%).Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥7.17 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.17 (up from JP¥2.76 in 3Q 2025). Revenue: JP¥3.60b (down 7.3% from 3Q 2025). Net income: JP¥62.0m (up 130% from 3Q 2025). Profit margin: 1.7% (up from 0.7% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.공시 • Dec 20Papyless Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Papyless Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥7.19 (vs JP¥40.45 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.19 (up from JP¥40.45 loss in 2Q 2025). Revenue: JP¥3.86b (down 7.2% from 2Q 2025). Net income: JP¥62.0m (up JP¥461.0m from 2Q 2025). Profit margin: 1.6% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.공시 • Sep 06Papyless Co., Ltd. to Report Q2, 2026 Results on Nov 10, 2025Papyless Co., Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥0.12 (vs JP¥18.95 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.12 (down from JP¥18.95 in 1Q 2025). Revenue: JP¥3.60b (down 10% from 1Q 2025). Net income: JP¥1.00m (down 100% from 1Q 2025). Profit margin: 0% (down from 4.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.공시 • Jun 17Papyless Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Papyless Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 20Full year 2025 earnings released: JP¥16.90 loss per share (vs JP¥21.87 profit in FY 2024)Full year 2025 results: JP¥16.90 loss per share (down from JP¥21.87 profit in FY 2024). Revenue: JP¥15.8b (down 8.2% from FY 2024). Net loss: JP¥164.0m (down 176% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.공시 • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2025Papyless Co., Ltd., Annual General Meeting, Jun 25, 2025.Buy Or Sell Opportunity • Apr 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to JP¥862. The fair value is estimated to be JP¥1,080, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).공시 • Mar 07Papyless Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Papyless Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Buy Or Sell Opportunity • Feb 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥906. The fair value is estimated to be JP¥1,137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥2.76 (vs JP¥1.40 in 3Q 2024)Third quarter 2025 results: EPS: JP¥2.76 (up from JP¥1.40 in 3Q 2024). Revenue: JP¥3.88b (down 5.9% from 3Q 2024). Net income: JP¥27.0m (up 93% from 3Q 2024). Profit margin: 0.7% (up from 0.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • Dec 12Papyless Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Papyless Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥40.45 loss per share (vs JP¥1.79 profit in 2Q 2024)Second quarter 2025 results: JP¥40.45 loss per share (down from JP¥1.79 profit in 2Q 2024). Revenue: JP¥4.16b (down 10.0% from 2Q 2024). Net loss: JP¥399.0m (down JP¥417.0m from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • Oct 01Papyless Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Papyless Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024공시 • Aug 16Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 600,000 shares, representing 6.02% for ¥700 million.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 6.02% of its issued share capital, for ¥700 million. The purpose of the acquisition of treasury stock is to implement a flexible capital policy that responds to changes in the business environment.. The program will be valid till March 21, 2025. As of August 15, 2024, the company had 9,970,063 issued shares and 356,817 shares in treasury.Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥18.95 (vs JP¥2.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥18.95 (up from JP¥2.59 in 1Q 2024). Revenue: JP¥4.01b (down 7.9% from 1Q 2024). Net income: JP¥187.0m (up JP¥162.0m from 1Q 2024). Profit margin: 4.7% (up from 0.6% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • Jun 06Papyless Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Papyless Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥21.87 (vs JP¥71.65 in FY 2023)Full year 2024 results: EPS: JP¥21.87 (down from JP¥71.65 in FY 2023). Revenue: JP¥17.2b (down 7.8% from FY 2023). Net income: JP¥217.0m (down 67% from FY 2023). Profit margin: 1.3% (down from 3.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.공시 • May 17Papyless Co., Ltd., Annual General Meeting, Jun 26, 2024Papyless Co., Ltd., Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).공시 • Mar 03Papyless Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Papyless Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024공시 • Feb 15Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 500,000 shares, representing 4.97% of its issued share capital.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.97% of its issued share capital, for ¥700 million. The purpose of the acquisition of treasury stock is to implement a flexible capital policy. The program will be valid till August 31, 2024. As of February 15, 2024, the company had 10,064,963 issued shares and 261,917 shares in treasury.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥1.40 (vs JP¥9.91 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.40 (down from JP¥9.91 in 3Q 2023). Revenue: JP¥4.12b (down 7.7% from 3Q 2023). Net income: JP¥14.0m (down 85% from 3Q 2023). Profit margin: 0.3% (down from 2.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.공시 • Dec 03Papyless Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Papyless Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (2.7% net profit margin). Shareholders have been diluted in the past year (9.4% increase in shares outstanding). Market cap is less than US$100m (JP¥8.78b market cap, or US$58.0m).공시 • Sep 24Papyless Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Papyless Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥2.59 (vs JP¥13.78 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.59 (down from JP¥13.78 in 1Q 2023). Revenue: JP¥4.36b (down 10% from 1Q 2023). Net income: JP¥25.0m (down 80% from 1Q 2023). Profit margin: 0.6% (down from 2.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year whereas the company’s share price has fallen by 31% per year.공시 • Aug 11Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 500,000 shares, representing 4.88% for ¥700 million.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.88% of its issued share capital for ¥700 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, we will acquire treasury stock. The program is valid till February 29, 2024. As of August 10, 2023, the company had 10,245,963 shares issued (excluding treasury stock) and 80,917 shares in treasury.New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% 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 Earnings have declined by 8.5% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (JP¥8.87b market cap, or US$63.7m).공시 • Jun 18Papyless Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Papyless Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥71.65 (vs JP¥78.15 in FY 2022)Full year 2023 results: EPS: JP¥71.65 (down from JP¥78.15 in FY 2022). Revenue: JP¥18.6b (down 10.0% from FY 2022). Net income: JP¥657.0m (down 13% from FY 2022). Profit margin: 3.5% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 21% per year.공시 • May 17Papyless Co., Ltd., Annual General Meeting, Jun 26, 2023Papyless Co., Ltd., Annual General Meeting, Jun 26, 2023.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,076, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 48% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥9.91 (vs JP¥31.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.91 (down from JP¥31.42 in 3Q 2022). Revenue: JP¥4.46b (down 7.4% from 3Q 2022). Net income: JP¥91.0m (down 70% from 3Q 2022). Profit margin: 2.0% (down from 6.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.공시 • Dec 04Papyless Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Papyless Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥9.71 (vs JP¥6.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.71 (up from JP¥6.32 in 2Q 2022). Revenue: JP¥4.93b (down 10.0% from 2Q 2022). Net income: JP¥89.0m (up 44% from 2Q 2022). Profit margin: 1.8% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Corporate Auditor Kiyohito Saito was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥9.71 (vs JP¥6.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.71 (up from JP¥6.32 in 2Q 2022). Revenue: JP¥4.93b (down 10.0% from 2Q 2022). Net income: JP¥89.0m (up 44% from 2Q 2022). Profit margin: 1.8% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.공시 • Sep 03Papyless Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Papyless Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥13.78 (vs JP¥13.15 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.78. Revenue: JP¥4.85b (down 12% from 1Q 2022). Net income: JP¥126.0m (down 3.1% from 1Q 2022). Profit margin: 2.6% (up from 2.4% in 1Q 2022). The increase in margin was driven by lower expenses.공시 • Jul 01Papyless Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Papyless Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022공시 • May 18Papyless Co., Ltd., Annual General Meeting, Jun 24, 2022Papyless Co., Ltd., Annual General Meeting, Jun 24, 2022.Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥78.14 (vs JP¥156 in FY 2021)Full year 2022 results: EPS: JP¥78.14 (down from JP¥156 in FY 2021). Revenue: JP¥20.7b (down 19% from FY 2021). Net income: JP¥751.0m (down 51% from FY 2021). Profit margin: 3.6% (down from 6.1% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Buying Opportunity • May 02Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be JP¥1,581, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 2.9%.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Corporate Auditor Kiyohito Saito was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 07Papyless Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Papyless Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.1%).Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥31.41 (down from JP¥54.56 in 3Q 2021). Revenue: JP¥4.82b (down 21% from 3Q 2021). Net income: JP¥298.0m (down 45% from 3Q 2021). Profit margin: 6.2% (down from 8.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.공시 • Dec 16Papyless Co., Ltd. (JASDAQ:3641) announces an Equity Buyback for 300,000 shares, representing 3.12% for ¥500 million.Papyless Co., Ltd. (JASDAQ:3641) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 3.12% of its issued share capital for ¥500 million. The purpose of the program is to carry out a flexible capital policy in response to changes in the business environment. The program is valid till March 31, 2022. As of December 15, 2021, the company had 9,615,186 shares issued (excluding treasury stock) and 711,694 shares in treasury.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥6.32 (vs JP¥38.57 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.48b (down 16% from 2Q 2021). Net income: JP¥62.0m (down 84% from 2Q 2021). Profit margin: 1.1% (down from 5.8% in 2Q 2021). The decrease in margin was driven by lower revenue. 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 22% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥13.15 (vs JP¥44.63 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.52b (down 18% from 1Q 2021). Net income: JP¥130.0m (down 70% from 1Q 2021). Profit margin: 2.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.공시 • Aug 11Papyless Co., Ltd. (JASDAQ:3641) announces an Equity Buyback for 250,000 shares, representing 2.47% for ¥500 million.Papyless Co., Ltd. (JASDAQ:3641) announces a share repurchase program. Under the program, the company will repurchase 250,000 shares, representing 2.47% of the outstanding shares for ¥500 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program will run until February 10, 2022. As of August 10, 2021, the company had 10,115,186 shares outstanding and 211,694 shares in treasury.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥156 (vs JP¥97.45 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥25.4b (up 8.8% from FY 2020). Net income: JP¥1.54b (up 60% from FY 2020). Profit margin: 6.1% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.분석 기사 • Mar 28Papyless (TYO:3641) Is Aiming To Keep Up Its Impressive ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (0.7%).분석 기사 • Mar 09What You Need To Know About Papyless Co., Ltd.'s (TYO:3641) Investor CompositionThe big shareholder groups in Papyless Co., Ltd. ( TYO:3641 ) have power over the company. Institutions will often hold...Is New 90 Day High Low • Feb 24New 90-day low: JP¥2,165The company is down 6.0% from its price of JP¥2,315 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 14% over the same period.분석 기사 • Feb 19If You Like EPS Growth Then Check Out Papyless (TYO:3641) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥54.55 (vs JP¥22.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.14b (up 5.2% from 3Q 2020). Net income: JP¥539.0m (up 144% from 3Q 2020). Profit margin: 8.8% (up from 3.8% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.분석 기사 • Feb 01The Papyless (TYO:3641) Share Price Has Gained 199%, So Why Not Pay It Some Attention?Papyless Co., Ltd. ( TYO:3641 ) shareholders might be concerned after seeing the share price drop 14% in the last...Is New 90 Day High Low • Jan 28New 90-day low: JP¥2,180The company is down 18% from its price of JP¥2,656 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 2.0% over the same period.분석 기사 • Jan 14Papyless Co., Ltd.'s (TYO:3641) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?With its stock down 18% over the past three months, it is easy to disregard Papyless (TYO:3641). However, a closer look...Is New 90 Day High Low • Dec 28New 90-day low: JP¥2,231The company is down 24% from its price of JP¥2,919 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 9.0% over the same period.분석 기사 • Dec 27Our Take On The Returns On Capital At Papyless (TYO:3641)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...공시 • Dec 11Papyless Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Papyless Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021분석 기사 • Dec 09Do Institutions Own Papyless Co., Ltd. (TYO:3641) Shares?Every investor in Papyless Co., Ltd. ( TYO:3641 ) should be aware of the most powerful shareholder groups. Large...Is New 90 Day High Low • Dec 07New 90-day low: JP¥2,257The company is down 16% from its price of JP¥2,701 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is flat over the same period.분석 기사 • Nov 21Should You Be Adding Papyless (TYO:3641) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥38.57The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥6.54b (up 12% from 2Q 2020). Net income: JP¥380.0m (up 88% from 2Q 2020). Profit margin: 5.8% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Nov 02New 90-day low: JP¥2,563The company is down 4.0% from its price of JP¥2,668 on 04 August 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 4.0% over the same period.Is New 90 Day High Low • Oct 15New 90-day high: JP¥2,935The company is up 21% from its price of JP¥2,416 on 17 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 34% over the same period.Is New 90 Day High Low • Sep 25New 90-day high: JP¥2,891The company is up 18% from its price of JP¥2,452 on 26 June 2020. The Japanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 27% over the same period.공시 • Sep 12Papyless Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020Papyless Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020공시 • Jun 29Papyless Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Papyless Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020분석 기사 • Jun 18Are Papyless Co., Ltd.’s (TYO:3641) High Returns Really That Great?Today we are going to look at Papyless Co., Ltd. (TYO:3641) to see whether it might be an attractive investment...주주 수익률3641JP Specialty RetailJP 시장7D-2.1%3.1%-3.1%1Y8.8%30.3%38.2%전체 주주 수익률 보기수익률 대 산업: 3641은 지난 1년 동안 30.3%의 수익을 기록한 JP Specialty Retail 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 3641은 지난 1년 동안 38.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 3641's price volatile compared to industry and market?3641 volatility3641 Average Weekly Movement2.8%Specialty Retail Industry Average Movement4.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 3641는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 3641의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1995158Yasuko Matsuirenta.papy.co.jp파피리스는 일본에서 전자책을 판매 및 대여하는 회사입니다. 이 회사는 만화, 세로형 만화, 그림책, 만화 극장, 소설/실용서, 잡지, 그라비아를 제공합니다. 또한 차세대 콘텐츠를 개발 및 제작하고 전자책 에이전시도 운영하고 있습니다.더 보기Papyless Co., Ltd. 기초 지표 요약Papyless의 순이익과 매출은 시가총액과 어떻게 비교됩니까?3641 기초 통계시가총액JP¥8.30b순이익 (TTM)-JP¥4.00m매출 (TTM)JP¥14.74b0.6x주가매출비율(P/S)-2,065x주가수익비율(P/E)3641는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표3641 손익계산서 (TTM)매출JP¥14.74b매출원가JP¥7.90b총이익JP¥6.84b기타 비용JP¥6.84b순이익-JP¥4.00m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)-0.46총이익률46.39%순이익률-0.027%부채/자본 비율0%3641의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.0%현재 배당 수익률60%배당 성향3641는 안정적으로 배당을 지급합니까?3641 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 3641를 매수해야 하나요?Papyless 배당 일정배당락일Mar 30 2026배당 지급일Jun 26 2026배당락일까지 남은 일수53 days배당 지급일까지 남은 일수35 days3641는 안정적으로 배당을 지급합니까?3641 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 13:38종가2026/05/21 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 소스Papyless Co., Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yoshitaka NagaoNomura Securities Co. Ltd.
Reported Earnings • May 20Full year 2026 earnings released: JP¥0.46 loss per share (vs JP¥16.90 loss in FY 2025)Full year 2026 results: JP¥0.46 loss per share (improved from JP¥16.90 loss in FY 2025). Revenue: JP¥14.7b (down 6.5% from FY 2025). Net loss: JP¥4.00m (loss narrowed 98% from FY 2025). Profit margin: 0% (up from net loss in FY 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
공시 • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.4%).
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥7.17 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.17 (up from JP¥2.76 in 3Q 2025). Revenue: JP¥3.60b (down 7.3% from 3Q 2025). Net income: JP¥62.0m (up 130% from 3Q 2025). Profit margin: 1.7% (up from 0.7% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
공시 • Dec 20Papyless Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Papyless Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥7.19 (vs JP¥40.45 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.19 (up from JP¥40.45 loss in 2Q 2025). Revenue: JP¥3.86b (down 7.2% from 2Q 2025). Net income: JP¥62.0m (up JP¥461.0m from 2Q 2025). Profit margin: 1.6% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 20Full year 2026 earnings released: JP¥0.46 loss per share (vs JP¥16.90 loss in FY 2025)Full year 2026 results: JP¥0.46 loss per share (improved from JP¥16.90 loss in FY 2025). Revenue: JP¥14.7b (down 6.5% from FY 2025). Net loss: JP¥4.00m (loss narrowed 98% from FY 2025). Profit margin: 0% (up from net loss in FY 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
공시 • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026Papyless Co., Ltd., Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.4%).
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥7.17 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.17 (up from JP¥2.76 in 3Q 2025). Revenue: JP¥3.60b (down 7.3% from 3Q 2025). Net income: JP¥62.0m (up 130% from 3Q 2025). Profit margin: 1.7% (up from 0.7% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
공시 • Dec 20Papyless Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Papyless Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥7.19 (vs JP¥40.45 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.19 (up from JP¥40.45 loss in 2Q 2025). Revenue: JP¥3.86b (down 7.2% from 2Q 2025). Net income: JP¥62.0m (up JP¥461.0m from 2Q 2025). Profit margin: 1.6% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
공시 • Sep 06Papyless Co., Ltd. to Report Q2, 2026 Results on Nov 10, 2025Papyless Co., Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025
Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥0.12 (vs JP¥18.95 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.12 (down from JP¥18.95 in 1Q 2025). Revenue: JP¥3.60b (down 10% from 1Q 2025). Net income: JP¥1.00m (down 100% from 1Q 2025). Profit margin: 0% (down from 4.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
공시 • Jun 17Papyless Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Papyless Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 20Full year 2025 earnings released: JP¥16.90 loss per share (vs JP¥21.87 profit in FY 2024)Full year 2025 results: JP¥16.90 loss per share (down from JP¥21.87 profit in FY 2024). Revenue: JP¥15.8b (down 8.2% from FY 2024). Net loss: JP¥164.0m (down 176% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
공시 • May 15Papyless Co., Ltd., Annual General Meeting, Jun 25, 2025Papyless Co., Ltd., Annual General Meeting, Jun 25, 2025.
Buy Or Sell Opportunity • Apr 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to JP¥862. The fair value is estimated to be JP¥1,080, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).
공시 • Mar 07Papyless Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Papyless Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Buy Or Sell Opportunity • Feb 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥906. The fair value is estimated to be JP¥1,137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥2.76 (vs JP¥1.40 in 3Q 2024)Third quarter 2025 results: EPS: JP¥2.76 (up from JP¥1.40 in 3Q 2024). Revenue: JP¥3.88b (down 5.9% from 3Q 2024). Net income: JP¥27.0m (up 93% from 3Q 2024). Profit margin: 0.7% (up from 0.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • Dec 12Papyless Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Papyless Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥40.45 loss per share (vs JP¥1.79 profit in 2Q 2024)Second quarter 2025 results: JP¥40.45 loss per share (down from JP¥1.79 profit in 2Q 2024). Revenue: JP¥4.16b (down 10.0% from 2Q 2024). Net loss: JP¥399.0m (down JP¥417.0m from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • Oct 01Papyless Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Papyless Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
공시 • Aug 16Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 600,000 shares, representing 6.02% for ¥700 million.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 6.02% of its issued share capital, for ¥700 million. The purpose of the acquisition of treasury stock is to implement a flexible capital policy that responds to changes in the business environment.. The program will be valid till March 21, 2025. As of August 15, 2024, the company had 9,970,063 issued shares and 356,817 shares in treasury.
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥18.95 (vs JP¥2.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥18.95 (up from JP¥2.59 in 1Q 2024). Revenue: JP¥4.01b (down 7.9% from 1Q 2024). Net income: JP¥187.0m (up JP¥162.0m from 1Q 2024). Profit margin: 4.7% (up from 0.6% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • Jun 06Papyless Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Papyless Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥21.87 (vs JP¥71.65 in FY 2023)Full year 2024 results: EPS: JP¥21.87 (down from JP¥71.65 in FY 2023). Revenue: JP¥17.2b (down 7.8% from FY 2023). Net income: JP¥217.0m (down 67% from FY 2023). Profit margin: 1.3% (down from 3.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
공시 • May 17Papyless Co., Ltd., Annual General Meeting, Jun 26, 2024Papyless Co., Ltd., Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).
공시 • Mar 03Papyless Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Papyless Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
공시 • Feb 15Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 500,000 shares, representing 4.97% of its issued share capital.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.97% of its issued share capital, for ¥700 million. The purpose of the acquisition of treasury stock is to implement a flexible capital policy. The program will be valid till August 31, 2024. As of February 15, 2024, the company had 10,064,963 issued shares and 261,917 shares in treasury.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥1.40 (vs JP¥9.91 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.40 (down from JP¥9.91 in 3Q 2023). Revenue: JP¥4.12b (down 7.7% from 3Q 2023). Net income: JP¥14.0m (down 85% from 3Q 2023). Profit margin: 0.3% (down from 2.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
공시 • Dec 03Papyless Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Papyless Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (2.7% net profit margin). Shareholders have been diluted in the past year (9.4% increase in shares outstanding). Market cap is less than US$100m (JP¥8.78b market cap, or US$58.0m).
공시 • Sep 24Papyless Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Papyless Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥2.59 (vs JP¥13.78 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.59 (down from JP¥13.78 in 1Q 2023). Revenue: JP¥4.36b (down 10% from 1Q 2023). Net income: JP¥25.0m (down 80% from 1Q 2023). Profit margin: 0.6% (down from 2.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year whereas the company’s share price has fallen by 31% per year.
공시 • Aug 11Papyless Co., Ltd. (TSE:3641) announces an Equity Buyback for 500,000 shares, representing 4.88% for ¥700 million.Papyless Co., Ltd. (TSE:3641) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 4.88% of its issued share capital for ¥700 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, we will acquire treasury stock. The program is valid till February 29, 2024. As of August 10, 2023, the company had 10,245,963 shares issued (excluding treasury stock) and 80,917 shares in treasury.
New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% 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 Earnings have declined by 8.5% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (JP¥8.87b market cap, or US$63.7m).
공시 • Jun 18Papyless Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Papyless Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥71.65 (vs JP¥78.15 in FY 2022)Full year 2023 results: EPS: JP¥71.65 (down from JP¥78.15 in FY 2022). Revenue: JP¥18.6b (down 10.0% from FY 2022). Net income: JP¥657.0m (down 13% from FY 2022). Profit margin: 3.5% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 21% per year.
공시 • May 17Papyless Co., Ltd., Annual General Meeting, Jun 26, 2023Papyless Co., Ltd., Annual General Meeting, Jun 26, 2023.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,076, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 48% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥9.91 (vs JP¥31.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.91 (down from JP¥31.42 in 3Q 2022). Revenue: JP¥4.46b (down 7.4% from 3Q 2022). Net income: JP¥91.0m (down 70% from 3Q 2022). Profit margin: 2.0% (down from 6.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.
공시 • Dec 04Papyless Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Papyless Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥9.71 (vs JP¥6.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.71 (up from JP¥6.32 in 2Q 2022). Revenue: JP¥4.93b (down 10.0% from 2Q 2022). Net income: JP¥89.0m (up 44% from 2Q 2022). Profit margin: 1.8% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Corporate Auditor Kiyohito Saito was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥9.71 (vs JP¥6.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.71 (up from JP¥6.32 in 2Q 2022). Revenue: JP¥4.93b (down 10.0% from 2Q 2022). Net income: JP¥89.0m (up 44% from 2Q 2022). Profit margin: 1.8% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
공시 • Sep 03Papyless Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Papyless Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥13.78 (vs JP¥13.15 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.78. Revenue: JP¥4.85b (down 12% from 1Q 2022). Net income: JP¥126.0m (down 3.1% from 1Q 2022). Profit margin: 2.6% (up from 2.4% in 1Q 2022). The increase in margin was driven by lower expenses.
공시 • Jul 01Papyless Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Papyless Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
공시 • May 18Papyless Co., Ltd., Annual General Meeting, Jun 24, 2022Papyless Co., Ltd., Annual General Meeting, Jun 24, 2022.
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥78.14 (vs JP¥156 in FY 2021)Full year 2022 results: EPS: JP¥78.14 (down from JP¥156 in FY 2021). Revenue: JP¥20.7b (down 19% from FY 2021). Net income: JP¥751.0m (down 51% from FY 2021). Profit margin: 3.6% (down from 6.1% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • May 02Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be JP¥1,581, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 2.9%.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Corporate Auditor Kiyohito Saito was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 07Papyless Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Papyless Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.1%).
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥31.41 (down from JP¥54.56 in 3Q 2021). Revenue: JP¥4.82b (down 21% from 3Q 2021). Net income: JP¥298.0m (down 45% from 3Q 2021). Profit margin: 6.2% (down from 8.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
공시 • Dec 16Papyless Co., Ltd. (JASDAQ:3641) announces an Equity Buyback for 300,000 shares, representing 3.12% for ¥500 million.Papyless Co., Ltd. (JASDAQ:3641) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 3.12% of its issued share capital for ¥500 million. The purpose of the program is to carry out a flexible capital policy in response to changes in the business environment. The program is valid till March 31, 2022. As of December 15, 2021, the company had 9,615,186 shares issued (excluding treasury stock) and 711,694 shares in treasury.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥6.32 (vs JP¥38.57 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.48b (down 16% from 2Q 2021). Net income: JP¥62.0m (down 84% from 2Q 2021). Profit margin: 1.1% (down from 5.8% in 2Q 2021). The decrease in margin was driven by lower revenue. 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 22% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥13.15 (vs JP¥44.63 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.52b (down 18% from 1Q 2021). Net income: JP¥130.0m (down 70% from 1Q 2021). Profit margin: 2.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
공시 • Aug 11Papyless Co., Ltd. (JASDAQ:3641) announces an Equity Buyback for 250,000 shares, representing 2.47% for ¥500 million.Papyless Co., Ltd. (JASDAQ:3641) announces a share repurchase program. Under the program, the company will repurchase 250,000 shares, representing 2.47% of the outstanding shares for ¥500 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program will run until February 10, 2022. As of August 10, 2021, the company had 10,115,186 shares outstanding and 211,694 shares in treasury.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥156 (vs JP¥97.45 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥25.4b (up 8.8% from FY 2020). Net income: JP¥1.54b (up 60% from FY 2020). Profit margin: 6.1% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 28Papyless (TYO:3641) Is Aiming To Keep Up Its Impressive ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (0.7%).
분석 기사 • Mar 09What You Need To Know About Papyless Co., Ltd.'s (TYO:3641) Investor CompositionThe big shareholder groups in Papyless Co., Ltd. ( TYO:3641 ) have power over the company. Institutions will often hold...
Is New 90 Day High Low • Feb 24New 90-day low: JP¥2,165The company is down 6.0% from its price of JP¥2,315 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 14% over the same period.
분석 기사 • Feb 19If You Like EPS Growth Then Check Out Papyless (TYO:3641) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥54.55 (vs JP¥22.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.14b (up 5.2% from 3Q 2020). Net income: JP¥539.0m (up 144% from 3Q 2020). Profit margin: 8.8% (up from 3.8% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.
분석 기사 • Feb 01The Papyless (TYO:3641) Share Price Has Gained 199%, So Why Not Pay It Some Attention?Papyless Co., Ltd. ( TYO:3641 ) shareholders might be concerned after seeing the share price drop 14% in the last...
Is New 90 Day High Low • Jan 28New 90-day low: JP¥2,180The company is down 18% from its price of JP¥2,656 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 2.0% over the same period.
분석 기사 • Jan 14Papyless Co., Ltd.'s (TYO:3641) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?With its stock down 18% over the past three months, it is easy to disregard Papyless (TYO:3641). However, a closer look...
Is New 90 Day High Low • Dec 28New 90-day low: JP¥2,231The company is down 24% from its price of JP¥2,919 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 9.0% over the same period.
분석 기사 • Dec 27Our Take On The Returns On Capital At Papyless (TYO:3641)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
공시 • Dec 11Papyless Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Papyless Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021
분석 기사 • Dec 09Do Institutions Own Papyless Co., Ltd. (TYO:3641) Shares?Every investor in Papyless Co., Ltd. ( TYO:3641 ) should be aware of the most powerful shareholder groups. Large...
Is New 90 Day High Low • Dec 07New 90-day low: JP¥2,257The company is down 16% from its price of JP¥2,701 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is flat over the same period.
분석 기사 • Nov 21Should You Be Adding Papyless (TYO:3641) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥38.57The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥6.54b (up 12% from 2Q 2020). Net income: JP¥380.0m (up 88% from 2Q 2020). Profit margin: 5.8% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Nov 02New 90-day low: JP¥2,563The company is down 4.0% from its price of JP¥2,668 on 04 August 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Oct 15New 90-day high: JP¥2,935The company is up 21% from its price of JP¥2,416 on 17 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 34% over the same period.
Is New 90 Day High Low • Sep 25New 90-day high: JP¥2,891The company is up 18% from its price of JP¥2,452 on 26 June 2020. The Japanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 27% over the same period.
공시 • Sep 12Papyless Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020Papyless Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020
공시 • Jun 29Papyless Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Papyless Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020
분석 기사 • Jun 18Are Papyless Co., Ltd.’s (TYO:3641) High Returns Really That Great?Today we are going to look at Papyless Co., Ltd. (TYO:3641) to see whether it might be an attractive investment...
