View Future GrowthSobal 과거 순이익 실적과거 기준 점검 3/6Sobal의 수입은 연평균 -1.8%의 비율로 감소해 온 반면, Software 산업은 수입이 연평균 12% 증가했습니다. 매출은 연평균 2.6%의 비율로 증가해 왔습니다. Sobal의 자기자본이익률은 10.1%이고 순이익률은 5.1%입니다.핵심 정보-1.82%순이익 성장률-1.82%주당순이익(EPS) 성장률Software 산업 성장률12.13%매출 성장률2.63%자기자본이익률10.14%순이익률5.12%최근 순이익 업데이트28 Feb 2026최근 과거 실적 업데이트공지 • Apr 03Sobal Corporation to Report Fiscal Year 2026 Results on Apr 13, 2026Sobal Corporation announced that they will report fiscal year 2026 results on Apr 13, 2026Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥16.78 (vs JP¥22.12 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.78 (down from JP¥22.12 in 3Q 2025). Revenue: JP¥2.21b (down 1.4% from 3Q 2025). Net income: JP¥132.0m (down 24% from 3Q 2025). Profit margin: 6.0% (down from 7.8% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공지 • Nov 01Sobal Corporation to Report Q3, 2026 Results on Jan 09, 2026Sobal Corporation announced that they will report Q3, 2026 results on Jan 09, 2026Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥12.46 (vs JP¥15.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.46 (down from JP¥15.51 in 2Q 2025). Revenue: JP¥2.16b (up 1.9% from 2Q 2025). Net income: JP¥98.0m (down 20% from 2Q 2025). Profit margin: 4.5% (down from 5.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공지 • Jul 30Sobal Corporation to Report Q2, 2026 Results on Oct 14, 2025Sobal Corporation announced that they will report Q2, 2026 results on Oct 14, 2025Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥13.98 (vs JP¥13.47 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.98 (up from JP¥13.47 in 1Q 2025). Revenue: JP¥2.20b (up 3.8% from 1Q 2025). Net income: JP¥110.0m (up 3.8% from 1Q 2025). Profit margin: 5.0% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.모든 업데이트 보기Recent updatesNew Risk • Apr 14New major risk - Revenue and earnings growthEarnings have declined by 1.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Market cap is less than US$100m (JP¥7.14b market cap, or US$44.9m).공지 • Apr 13Sobal Corporation, Annual General Meeting, May 27, 2026Sobal Corporation, Annual General Meeting, May 27, 2026.공지 • Apr 03Sobal Corporation to Report Fiscal Year 2026 Results on Apr 13, 2026Sobal Corporation announced that they will report fiscal year 2026 results on Apr 13, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 70% and the cash payout ratio is 99%. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.2%).New Risk • Jan 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.2% Last year net profit margin: 6.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Profit margins are more than 30% lower than last year (4.2% net profit margin). Market cap is less than US$100m (JP¥7.18b market cap, or US$45.5m).Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥16.78 (vs JP¥22.12 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.78 (down from JP¥22.12 in 3Q 2025). Revenue: JP¥2.21b (down 1.4% from 3Q 2025). Net income: JP¥132.0m (down 24% from 3Q 2025). Profit margin: 6.0% (down from 7.8% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공지 • Nov 01Sobal Corporation to Report Q3, 2026 Results on Jan 09, 2026Sobal Corporation announced that they will report Q3, 2026 results on Jan 09, 2026New Risk • Oct 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 99% Dividend yield: 3.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Market cap is less than US$100m (JP¥7.17b market cap, or US$47.5m).Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥12.46 (vs JP¥15.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.46 (down from JP¥15.51 in 2Q 2025). Revenue: JP¥2.16b (up 1.9% from 2Q 2025). Net income: JP¥98.0m (down 20% from 2Q 2025). Profit margin: 4.5% (down from 5.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Aug 21Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 10 November 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).공지 • Jul 30Sobal Corporation to Report Q2, 2026 Results on Oct 14, 2025Sobal Corporation announced that they will report Q2, 2026 results on Oct 14, 2025Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥13.98 (vs JP¥13.47 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.98 (up from JP¥13.47 in 1Q 2025). Revenue: JP¥2.20b (up 3.8% from 1Q 2025). Net income: JP¥110.0m (up 3.8% from 1Q 2025). Profit margin: 5.0% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 03Full year 2025 earnings released: EPS: JP¥54.91 (vs JP¥65.21 in FY 2024)Full year 2025 results: EPS: JP¥54.91 (down from JP¥65.21 in FY 2024). Revenue: JP¥8.68b (up 6.3% from FY 2024). Net income: JP¥432.0m (down 16% from FY 2024). Profit margin: 5.0% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.공지 • May 15Sobal Corporation to Report Q1, 2026 Results on Jul 11, 2025Sobal Corporation announced that they will report Q1, 2026 results on Jul 11, 2025분석 기사 • Apr 20Some Investors May Be Willing To Look Past Sobal's (TSE:2186) Soft EarningsThe market for Sobal Corporation's ( TSE:2186 ) shares didn't move much after it posted weak earnings recently. Our...Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥54.91 (vs JP¥65.21 in FY 2024)Full year 2025 results: EPS: JP¥54.91 (down from JP¥65.21 in FY 2024). Revenue: JP¥8.68b (up 6.3% from FY 2024). Net income: JP¥432.0m (down 16% from FY 2024). Profit margin: 5.0% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.공지 • Apr 11Sobal Corporation, Annual General Meeting, May 27, 2025Sobal Corporation, Annual General Meeting, May 27, 2025.Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).공지 • Feb 04Sobal Corporation to Report Fiscal Year 2025 Results on Apr 11, 2025Sobal Corporation announced that they will report fiscal year 2025 results on Apr 11, 2025Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥22.12 (vs JP¥17.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.12 (up from JP¥17.29 in 3Q 2024). Revenue: JP¥2.25b (up 12% from 3Q 2024). Net income: JP¥174.0m (up 28% from 3Q 2024). Profit margin: 7.8% (up from 6.8% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.공지 • Oct 30Sobal Corporation to Report Q3, 2025 Results on Jan 10, 2025Sobal Corporation announced that they will report Q3, 2025 results on Jan 10, 2025분석 기사 • Oct 18Statutory Profit Doesn't Reflect How Good Sobal's (TSE:2186) Earnings AreThe subdued stock price reaction suggests that Sobal Corporation's ( TSE:2186 ) strong earnings didn't offer any...Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥15.51 (vs JP¥15.89 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.51 (down from JP¥15.89 in 2Q 2024). Revenue: JP¥2.12b (up 3.3% from 2Q 2024). Net income: JP¥122.0m (down 2.4% from 2Q 2024). Profit margin: 5.8% (down from 6.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.Upcoming Dividend • Aug 22Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.3%).공지 • Jul 27Sobal Corporation to Report Q2, 2025 Results on Sep 30, 2024Sobal Corporation announced that they will report Q2, 2025 results on Sep 30, 2024Reported Earnings • Jun 30First quarter 2025 earnings released: EPS: JP¥13.47 (vs JP¥12.08 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.47 (up from JP¥12.08 in 1Q 2024). Revenue: JP¥2.12b (up 6.6% from 1Q 2024). Net income: JP¥106.0m (up 12% from 1Q 2024). Profit margin: 5.0% (up from 4.8% 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 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공지 • May 13Sobal Corporation to Report Q1, 2025 Results on Jun 28, 2024Sobal Corporation announced that they will report Q1, 2025 results on Jun 28, 2024분석 기사 • Apr 17We Think That There Are More Issues For Sobal (TSE:2186) Than Just Sluggish EarningsThe subdued market reaction suggests that Sobal Corporation's ( TSE:2186 ) recent earnings didn't contain any...공지 • Apr 12Sobal Corporation, Annual General Meeting, May 29, 2024Sobal Corporation, Annual General Meeting, May 29, 2024.Reported Earnings • Apr 11Full year 2024 earnings released: EPS: JP¥65.21 (vs JP¥86.82 in FY 2023)Full year 2024 results: EPS: JP¥65.21 (down from JP¥86.82 in FY 2023). Revenue: JP¥8.17b (flat on FY 2023). Net income: JP¥513.0m (down 25% from FY 2023). Profit margin: 6.3% (down from 8.4% in FY 2023). 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 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Feb 21Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).공지 • Jan 31Sobal Corporation to Report Fiscal Year 2024 Results on Apr 10, 2024Sobal Corporation announced that they will report fiscal year 2024 results on Apr 10, 2024Reported Earnings • Dec 29Third quarter 2024 earnings released: EPS: JP¥17.29 (vs JP¥8.39 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.29 (up from JP¥8.39 in 3Q 2023). Revenue: JP¥2.01b (up 5.7% from 3Q 2023). Net income: JP¥136.0m (up 106% from 3Q 2023). Profit margin: 6.8% (up from 3.5% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공지 • Nov 02Sobal Corporation to Report Q3, 2024 Results on Dec 28, 2023Sobal Corporation announced that they will report Q3, 2024 results on Dec 28, 2023New Risk • Sep 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.4% Last year net profit margin: 9.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (JP¥8.02b market cap, or US$53.6m).Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.50 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 08 November 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).공지 • Aug 06Sobal Corporation to Report Q2, 2024 Results on Sep 29, 2023Sobal Corporation announced that they will report Q2, 2024 results on Sep 29, 2023Reported Earnings • Jul 01First quarter 2024 earnings released: EPS: JP¥12.08 (vs JP¥18.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.08 (down from JP¥18.18 in 1Q 2023). Revenue: JP¥1.99b (down 4.9% from 1Q 2023). Net income: JP¥95.0m (down 34% from 1Q 2023). Profit margin: 4.8% (down from 6.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥86.82 (vs JP¥56.82 in FY 2022)Full year 2023 results: EPS: JP¥86.82 (up from JP¥56.82 in FY 2022). Revenue: JP¥8.16b (flat on FY 2022). Net income: JP¥683.0m (up 53% from FY 2022). Profit margin: 8.4% (up from 5.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공지 • May 28Sobal Corporation to Report Q1, 2024 Results on Jun 30, 2023Sobal Corporation announced that they will report Q1, 2024 results on Jun 30, 2023Buying Opportunity • Apr 28Now 20% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be JP¥1,304, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 25%.Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥86.82 (vs JP¥56.82 in FY 2022)Full year 2023 results: EPS: JP¥86.82 (up from JP¥56.82 in FY 2022). Revenue: JP¥8.16b (flat on FY 2022). Net income: JP¥683.0m (up 53% from FY 2022). Profit margin: 8.4% (up from 5.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 13Now 22% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be JP¥1,365, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%.Buying Opportunity • Mar 28Now 21% undervaluedOver the last 90 days, the stock is up 9.2%. The fair value is estimated to be JP¥1,384, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%.Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.50 per share at 3.2% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Dec 30Third quarter 2023 earnings released: EPS: JP¥8.39 (vs JP¥14.36 in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.39 (down from JP¥14.36 in 3Q 2022). Revenue: JP¥1.90b (down 6.0% from 3Q 2022). Net income: JP¥66.0m (down 42% from 3Q 2022). Profit margin: 3.5% (down from 5.6% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.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. 3 non-independent directors. Independent Outside Director Tomohiro Takagi 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.공지 • Oct 30Sobal Corporation to Report Q3, 2023 Results on Dec 28, 2022Sobal Corporation announced that they will report Q3, 2023 results on Dec 28, 2022Reported Earnings • Oct 02Second quarter 2023 earnings released: EPS: JP¥51.61 (vs JP¥10.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥51.61 (up from JP¥10.55 in 2Q 2022). Revenue: JP¥2.11b (up 6.5% from 2Q 2022). Net income: JP¥406.0m (up 389% from 2Q 2022). Profit margin: 19% (up from 4.2% in 2Q 2022). 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 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 09 November 2022. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Buying Opportunity • Aug 22Now 20% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be JP¥1,356, however this is not to be taken as a buy recommendation but rather should be used as a guide only.공지 • Jul 31Sobal Corporation to Report Q2, 2023 Results on Sep 30, 2022Sobal Corporation announced that they will report Q2, 2023 results on Sep 30, 2022Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥18.18 (vs JP¥15.89 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.18 (up from JP¥15.89 in 1Q 2022). Revenue: JP¥2.09b (up 2.2% from 1Q 2022). Net income: JP¥143.0m (up 14% from 1Q 2022). Profit margin: 6.8% (up from 6.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • May 29Full year 2022 earnings released: EPS: JP¥56.82 (vs JP¥48.05 in FY 2021)Full year 2022 results: EPS: JP¥56.82 (up from JP¥48.05 in FY 2021). Revenue: JP¥8.16b (up 8.4% from FY 2021). Net income: JP¥447.0m (up 18% from FY 2021). Profit margin: 5.5% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.공지 • May 08Sobal Corporation to Report Q1, 2023 Results on Jun 30, 2022Sobal Corporation announced that they will report Q1, 2023 results on Jun 30, 2022Board 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. 4 non-independent directors. Part-time Audit & Supervisory Board Member Kazuaki Oshiumi 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.공지 • Apr 14Sobal Corporation, Annual General Meeting, May 24, 2022Sobal Corporation, Annual General Meeting, May 24, 2022.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥56.82 (vs JP¥48.05 in FY 2021)Full year 2022 results: EPS: JP¥56.82 (up from JP¥48.05 in FY 2021). Revenue: JP¥8.16b (up 8.4% from FY 2021). Net income: JP¥447.0m (up 18% from FY 2021). Profit margin: 5.5% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.Buying Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥1,279, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Buying Opportunity • Feb 24Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has been flat over the last 3 years.Upcoming Dividend • Feb 18Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 21 May 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).공지 • Feb 02Sobal Corporation to Report Fiscal Year 2022 Results on Apr 12, 2022Sobal Corporation announced that they will report fiscal year 2022 results on Apr 12, 2022Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,280, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 58% over the past three years.Reported Earnings • Dec 29Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥14.36 (up from JP¥13.09 in 3Q 2021). Revenue: JP¥2.02b (up 6.3% from 3Q 2021). Net income: JP¥113.0m (up 9.7% from 3Q 2021). Profit margin: 5.6% (up from 5.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Oct 01Second quarter 2022 earnings released: EPS JP¥10.55 (vs JP¥8.64 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.98b (up 13% from 2Q 2021). Net income: JP¥83.0m (up 22% from 2Q 2021). Profit margin: 4.2% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 8% per year.Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 10 November 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).Reported Earnings • Jul 03First quarter 2022 earnings released: EPS JP¥15.89 (vs JP¥10.68 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.04b (up 8.3% from 1Q 2021). Net income: JP¥125.0m (up 49% from 1Q 2021). Profit margin: 6.1% (up from 4.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Reported Earnings • Apr 14Full year 2021 earnings released: EPS JP¥48.05 (vs JP¥54.95 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.53b (down 9.7% from FY 2020). Net income: JP¥378.0m (down 13% from FY 2020). Profit margin: 5.0% (down from 5.2% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.분석 기사 • Feb 20We Wouldn't Be Too Quick To Buy Sobal Corporation (TYO:2186) Before It Goes Ex-DividendReaders hoping to buy Sobal Corporation ( TYO:2186 ) for its dividend will need to make their move shortly, as the...분석 기사 • Feb 15Is Sobal (TYO:2186) Shrinking?What underlying fundamental trends can indicate that a company might be in decline? A business that's potentially in...Is New 90 Day High Low • Feb 15New 90-day high: JP¥967The company is up 5.0% from its price of JP¥924 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also up 5.0% over the same period.공지 • Feb 06Sobal Corporation to Report Fiscal Year 2021 Results on Apr 12, 2021Sobal Corporation announced that they will report fiscal year 2021 results on Apr 12, 2021분석 기사 • Jan 24Are Sobal Corporation's (TYO:2186) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?It is hard to get excited after looking at Sobal's (TYO:2186) recent performance, when its stock has declined 2.9% over...Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥13.09The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.90b (down 4.3% from 3Q 2020). Net income: JP¥103.0m (down 7.2% from 3Q 2020). Profit margin: 5.4% (down from 5.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.분석 기사 • Jan 03Did You Participate In Any Of Sobal's (TYO:2186) Respectable 67% Return?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...Reported Earnings • Dec 26Third quarter 2021 earnings released: EPS JP¥13.09The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.90b (down 4.3% from 3Q 2020). Net income: JP¥103.0m (down 7.2% from 3Q 2020). Profit margin: 5.4% (down from 5.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 6% per year.분석 기사 • Dec 13Key Things To Consider Before Buying Sobal Corporation (TYO:2186) For Its DividendIs Sobal Corporation ( TYO:2186 ) a good dividend stock? How can we tell? Dividend paying companies with growing...분석 기사 • Nov 17Is Sobal (TYO:2186) Set To Make A Turnaround?What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...Is New 90 Day High Low • Nov 02New 90-day low: JP¥910The company is down 5.0% from its price of JP¥957 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 Software industry, which is up 1.0% over the same period.Reported Earnings • Oct 17First half earnings releasedOver the last 12 months the company has reported total profits of JP¥348.0m, down 25% from the prior year. Total revenue was JP¥7.83b over the last 12 months, down 5.6% from the prior year.Reported Earnings • Oct 02First half earnings releasedOver the last 12 months the company has reported total profits of JP¥348.0m, down 25% from the prior year. Total revenue was JP¥7.83b over the last 12 months, down 5.6% from the prior year.공지 • Aug 10Sobal Corporation to Report Q2, 2021 Results on Sep 30, 2020Sobal Corporation announced that they will report Q2, 2021 results on Sep 30, 2020매출 및 비용 세부 내역Sobal가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:2186 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비28 Feb 268,9764601,048030 Nov 258,7723701,049031 Aug 258,8044121,055031 May 258,7634361,037028 Feb 258,6824321,040030 Nov 248,601559995031 Aug 248,367521977031 May 248,300524967029 Feb 248,169513942030 Nov 238,105424969031 Aug 237,996354970031 May 238,056635985028 Feb 238,159683980030 Nov 228,215741960031 Aug 228,336788962031 May 228,208465951028 Feb 228,163447953030 Nov 218,032444935031 Aug 217,913434945031 May 217,687419937028 Feb 217,531378925030 Nov 207,747340958031 Aug 207,832348942031 May 208,146398951029 Feb 208,344436967030 Nov 198,237473936031 Aug 198,301463937031 May 198,213431937028 Feb 198,190417945030 Nov 188,218431952031 Aug 188,209438957031 May 188,209429962028 Feb 188,223425975030 Nov 178,117383980031 Aug 177,966355989031 May 177,944358989028 Feb 177,9143471,000030 Nov 167,9183481,016031 Aug 167,9883631,014031 May 167,9943741,035029 Feb 167,7173911,003030 Nov 157,395372969031 Aug 157,197375948031 May 156,9153259200양질의 수익: 2186는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 2186의 현재 순 이익률 (5.1%)은 지난해 (5%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 2186의 수익은 지난 5년 동안 연평균 1.8% 감소했습니다.성장 가속화: 지난 1년간 2186 의 수익 증가율(6.5%)은 연간 평균(-1.8%)을 초과합니다.수익 대 산업: 2186의 지난 1년 수익 증가율(6.5%)은 Software 업계 평균(18.6%)을 능가하지 못했습니다.자기자본이익률높은 ROE: 2186의 자본 수익률(10.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 05:51종가2026/05/08 00:00수익2026/02/28연간 수익2026/02/28데이터 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 소스Sobal Corporation는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hiroshi NayaIchiyoshi Research Institute Inc.
공지 • Apr 03Sobal Corporation to Report Fiscal Year 2026 Results on Apr 13, 2026Sobal Corporation announced that they will report fiscal year 2026 results on Apr 13, 2026
Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥16.78 (vs JP¥22.12 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.78 (down from JP¥22.12 in 3Q 2025). Revenue: JP¥2.21b (down 1.4% from 3Q 2025). Net income: JP¥132.0m (down 24% from 3Q 2025). Profit margin: 6.0% (down from 7.8% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공지 • Nov 01Sobal Corporation to Report Q3, 2026 Results on Jan 09, 2026Sobal Corporation announced that they will report Q3, 2026 results on Jan 09, 2026
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥12.46 (vs JP¥15.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.46 (down from JP¥15.51 in 2Q 2025). Revenue: JP¥2.16b (up 1.9% from 2Q 2025). Net income: JP¥98.0m (down 20% from 2Q 2025). Profit margin: 4.5% (down from 5.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공지 • Jul 30Sobal Corporation to Report Q2, 2026 Results on Oct 14, 2025Sobal Corporation announced that they will report Q2, 2026 results on Oct 14, 2025
Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥13.98 (vs JP¥13.47 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.98 (up from JP¥13.47 in 1Q 2025). Revenue: JP¥2.20b (up 3.8% from 1Q 2025). Net income: JP¥110.0m (up 3.8% from 1Q 2025). Profit margin: 5.0% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
New Risk • Apr 14New major risk - Revenue and earnings growthEarnings have declined by 1.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Market cap is less than US$100m (JP¥7.14b market cap, or US$44.9m).
공지 • Apr 13Sobal Corporation, Annual General Meeting, May 27, 2026Sobal Corporation, Annual General Meeting, May 27, 2026.
공지 • Apr 03Sobal Corporation to Report Fiscal Year 2026 Results on Apr 13, 2026Sobal Corporation announced that they will report fiscal year 2026 results on Apr 13, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 70% and the cash payout ratio is 99%. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.2%).
New Risk • Jan 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.2% Last year net profit margin: 6.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Profit margins are more than 30% lower than last year (4.2% net profit margin). Market cap is less than US$100m (JP¥7.18b market cap, or US$45.5m).
Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥16.78 (vs JP¥22.12 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.78 (down from JP¥22.12 in 3Q 2025). Revenue: JP¥2.21b (down 1.4% from 3Q 2025). Net income: JP¥132.0m (down 24% from 3Q 2025). Profit margin: 6.0% (down from 7.8% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공지 • Nov 01Sobal Corporation to Report Q3, 2026 Results on Jan 09, 2026Sobal Corporation announced that they will report Q3, 2026 results on Jan 09, 2026
New Risk • Oct 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 99% Dividend yield: 3.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Market cap is less than US$100m (JP¥7.17b market cap, or US$47.5m).
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥12.46 (vs JP¥15.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.46 (down from JP¥15.51 in 2Q 2025). Revenue: JP¥2.16b (up 1.9% from 2Q 2025). Net income: JP¥98.0m (down 20% from 2Q 2025). Profit margin: 4.5% (down from 5.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 10 November 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
공지 • Jul 30Sobal Corporation to Report Q2, 2026 Results on Oct 14, 2025Sobal Corporation announced that they will report Q2, 2026 results on Oct 14, 2025
Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥13.98 (vs JP¥13.47 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.98 (up from JP¥13.47 in 1Q 2025). Revenue: JP¥2.20b (up 3.8% from 1Q 2025). Net income: JP¥110.0m (up 3.8% from 1Q 2025). Profit margin: 5.0% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 03Full year 2025 earnings released: EPS: JP¥54.91 (vs JP¥65.21 in FY 2024)Full year 2025 results: EPS: JP¥54.91 (down from JP¥65.21 in FY 2024). Revenue: JP¥8.68b (up 6.3% from FY 2024). Net income: JP¥432.0m (down 16% from FY 2024). Profit margin: 5.0% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.
공지 • May 15Sobal Corporation to Report Q1, 2026 Results on Jul 11, 2025Sobal Corporation announced that they will report Q1, 2026 results on Jul 11, 2025
분석 기사 • Apr 20Some Investors May Be Willing To Look Past Sobal's (TSE:2186) Soft EarningsThe market for Sobal Corporation's ( TSE:2186 ) shares didn't move much after it posted weak earnings recently. Our...
Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥54.91 (vs JP¥65.21 in FY 2024)Full year 2025 results: EPS: JP¥54.91 (down from JP¥65.21 in FY 2024). Revenue: JP¥8.68b (up 6.3% from FY 2024). Net income: JP¥432.0m (down 16% from FY 2024). Profit margin: 5.0% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.
공지 • Apr 11Sobal Corporation, Annual General Meeting, May 27, 2025Sobal Corporation, Annual General Meeting, May 27, 2025.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
공지 • Feb 04Sobal Corporation to Report Fiscal Year 2025 Results on Apr 11, 2025Sobal Corporation announced that they will report fiscal year 2025 results on Apr 11, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥22.12 (vs JP¥17.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.12 (up from JP¥17.29 in 3Q 2024). Revenue: JP¥2.25b (up 12% from 3Q 2024). Net income: JP¥174.0m (up 28% from 3Q 2024). Profit margin: 7.8% (up from 6.8% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
공지 • Oct 30Sobal Corporation to Report Q3, 2025 Results on Jan 10, 2025Sobal Corporation announced that they will report Q3, 2025 results on Jan 10, 2025
분석 기사 • Oct 18Statutory Profit Doesn't Reflect How Good Sobal's (TSE:2186) Earnings AreThe subdued stock price reaction suggests that Sobal Corporation's ( TSE:2186 ) strong earnings didn't offer any...
Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥15.51 (vs JP¥15.89 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.51 (down from JP¥15.89 in 2Q 2024). Revenue: JP¥2.12b (up 3.3% from 2Q 2024). Net income: JP¥122.0m (down 2.4% from 2Q 2024). Profit margin: 5.8% (down from 6.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.3%).
공지 • Jul 27Sobal Corporation to Report Q2, 2025 Results on Sep 30, 2024Sobal Corporation announced that they will report Q2, 2025 results on Sep 30, 2024
Reported Earnings • Jun 30First quarter 2025 earnings released: EPS: JP¥13.47 (vs JP¥12.08 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.47 (up from JP¥12.08 in 1Q 2024). Revenue: JP¥2.12b (up 6.6% from 1Q 2024). Net income: JP¥106.0m (up 12% from 1Q 2024). Profit margin: 5.0% (up from 4.8% 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 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공지 • May 13Sobal Corporation to Report Q1, 2025 Results on Jun 28, 2024Sobal Corporation announced that they will report Q1, 2025 results on Jun 28, 2024
분석 기사 • Apr 17We Think That There Are More Issues For Sobal (TSE:2186) Than Just Sluggish EarningsThe subdued market reaction suggests that Sobal Corporation's ( TSE:2186 ) recent earnings didn't contain any...
공지 • Apr 12Sobal Corporation, Annual General Meeting, May 29, 2024Sobal Corporation, Annual General Meeting, May 29, 2024.
Reported Earnings • Apr 11Full year 2024 earnings released: EPS: JP¥65.21 (vs JP¥86.82 in FY 2023)Full year 2024 results: EPS: JP¥65.21 (down from JP¥86.82 in FY 2023). Revenue: JP¥8.17b (flat on FY 2023). Net income: JP¥513.0m (down 25% from FY 2023). Profit margin: 6.3% (down from 8.4% in FY 2023). 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 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).
공지 • Jan 31Sobal Corporation to Report Fiscal Year 2024 Results on Apr 10, 2024Sobal Corporation announced that they will report fiscal year 2024 results on Apr 10, 2024
Reported Earnings • Dec 29Third quarter 2024 earnings released: EPS: JP¥17.29 (vs JP¥8.39 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.29 (up from JP¥8.39 in 3Q 2023). Revenue: JP¥2.01b (up 5.7% from 3Q 2023). Net income: JP¥136.0m (up 106% from 3Q 2023). Profit margin: 6.8% (up from 3.5% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공지 • Nov 02Sobal Corporation to Report Q3, 2024 Results on Dec 28, 2023Sobal Corporation announced that they will report Q3, 2024 results on Dec 28, 2023
New Risk • Sep 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.4% Last year net profit margin: 9.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (JP¥8.02b market cap, or US$53.6m).
Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.50 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 08 November 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).
공지 • Aug 06Sobal Corporation to Report Q2, 2024 Results on Sep 29, 2023Sobal Corporation announced that they will report Q2, 2024 results on Sep 29, 2023
Reported Earnings • Jul 01First quarter 2024 earnings released: EPS: JP¥12.08 (vs JP¥18.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.08 (down from JP¥18.18 in 1Q 2023). Revenue: JP¥1.99b (down 4.9% from 1Q 2023). Net income: JP¥95.0m (down 34% from 1Q 2023). Profit margin: 4.8% (down from 6.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥86.82 (vs JP¥56.82 in FY 2022)Full year 2023 results: EPS: JP¥86.82 (up from JP¥56.82 in FY 2022). Revenue: JP¥8.16b (flat on FY 2022). Net income: JP¥683.0m (up 53% from FY 2022). Profit margin: 8.4% (up from 5.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공지 • May 28Sobal Corporation to Report Q1, 2024 Results on Jun 30, 2023Sobal Corporation announced that they will report Q1, 2024 results on Jun 30, 2023
Buying Opportunity • Apr 28Now 20% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be JP¥1,304, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 25%.
Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥86.82 (vs JP¥56.82 in FY 2022)Full year 2023 results: EPS: JP¥86.82 (up from JP¥56.82 in FY 2022). Revenue: JP¥8.16b (flat on FY 2022). Net income: JP¥683.0m (up 53% from FY 2022). Profit margin: 8.4% (up from 5.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 13Now 22% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be JP¥1,365, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%.
Buying Opportunity • Mar 28Now 21% undervaluedOver the last 90 days, the stock is up 9.2%. The fair value is estimated to be JP¥1,384, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.50 per share at 3.2% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Dec 30Third quarter 2023 earnings released: EPS: JP¥8.39 (vs JP¥14.36 in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.39 (down from JP¥14.36 in 3Q 2022). Revenue: JP¥1.90b (down 6.0% from 3Q 2022). Net income: JP¥66.0m (down 42% from 3Q 2022). Profit margin: 3.5% (down from 5.6% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
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. 3 non-independent directors. Independent Outside Director Tomohiro Takagi 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.
공지 • Oct 30Sobal Corporation to Report Q3, 2023 Results on Dec 28, 2022Sobal Corporation announced that they will report Q3, 2023 results on Dec 28, 2022
Reported Earnings • Oct 02Second quarter 2023 earnings released: EPS: JP¥51.61 (vs JP¥10.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥51.61 (up from JP¥10.55 in 2Q 2022). Revenue: JP¥2.11b (up 6.5% from 2Q 2022). Net income: JP¥406.0m (up 389% from 2Q 2022). Profit margin: 19% (up from 4.2% in 2Q 2022). 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 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 09 November 2022. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Buying Opportunity • Aug 22Now 20% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be JP¥1,356, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
공지 • Jul 31Sobal Corporation to Report Q2, 2023 Results on Sep 30, 2022Sobal Corporation announced that they will report Q2, 2023 results on Sep 30, 2022
Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥18.18 (vs JP¥15.89 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.18 (up from JP¥15.89 in 1Q 2022). Revenue: JP¥2.09b (up 2.2% from 1Q 2022). Net income: JP¥143.0m (up 14% from 1Q 2022). Profit margin: 6.8% (up from 6.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • May 29Full year 2022 earnings released: EPS: JP¥56.82 (vs JP¥48.05 in FY 2021)Full year 2022 results: EPS: JP¥56.82 (up from JP¥48.05 in FY 2021). Revenue: JP¥8.16b (up 8.4% from FY 2021). Net income: JP¥447.0m (up 18% from FY 2021). Profit margin: 5.5% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
공지 • May 08Sobal Corporation to Report Q1, 2023 Results on Jun 30, 2022Sobal Corporation announced that they will report Q1, 2023 results on Jun 30, 2022
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. 4 non-independent directors. Part-time Audit & Supervisory Board Member Kazuaki Oshiumi 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.
공지 • Apr 14Sobal Corporation, Annual General Meeting, May 24, 2022Sobal Corporation, Annual General Meeting, May 24, 2022.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥56.82 (vs JP¥48.05 in FY 2021)Full year 2022 results: EPS: JP¥56.82 (up from JP¥48.05 in FY 2021). Revenue: JP¥8.16b (up 8.4% from FY 2021). Net income: JP¥447.0m (up 18% from FY 2021). Profit margin: 5.5% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.
Buying Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥1,279, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Buying Opportunity • Feb 24Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has been flat over the last 3 years.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 21 May 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).
공지 • Feb 02Sobal Corporation to Report Fiscal Year 2022 Results on Apr 12, 2022Sobal Corporation announced that they will report fiscal year 2022 results on Apr 12, 2022
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,280, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 58% over the past three years.
Reported Earnings • Dec 29Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥14.36 (up from JP¥13.09 in 3Q 2021). Revenue: JP¥2.02b (up 6.3% from 3Q 2021). Net income: JP¥113.0m (up 9.7% from 3Q 2021). Profit margin: 5.6% (up from 5.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 01Second quarter 2022 earnings released: EPS JP¥10.55 (vs JP¥8.64 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.98b (up 13% from 2Q 2021). Net income: JP¥83.0m (up 22% from 2Q 2021). Profit margin: 4.2% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 8% per year.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 10 November 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).
Reported Earnings • Jul 03First quarter 2022 earnings released: EPS JP¥15.89 (vs JP¥10.68 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.04b (up 8.3% from 1Q 2021). Net income: JP¥125.0m (up 49% from 1Q 2021). Profit margin: 6.1% (up from 4.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Apr 14Full year 2021 earnings released: EPS JP¥48.05 (vs JP¥54.95 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.53b (down 9.7% from FY 2020). Net income: JP¥378.0m (down 13% from FY 2020). Profit margin: 5.0% (down from 5.2% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.
분석 기사 • Feb 20We Wouldn't Be Too Quick To Buy Sobal Corporation (TYO:2186) Before It Goes Ex-DividendReaders hoping to buy Sobal Corporation ( TYO:2186 ) for its dividend will need to make their move shortly, as the...
분석 기사 • Feb 15Is Sobal (TYO:2186) Shrinking?What underlying fundamental trends can indicate that a company might be in decline? A business that's potentially in...
Is New 90 Day High Low • Feb 15New 90-day high: JP¥967The company is up 5.0% from its price of JP¥924 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also up 5.0% over the same period.
공지 • Feb 06Sobal Corporation to Report Fiscal Year 2021 Results on Apr 12, 2021Sobal Corporation announced that they will report fiscal year 2021 results on Apr 12, 2021
분석 기사 • Jan 24Are Sobal Corporation's (TYO:2186) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?It is hard to get excited after looking at Sobal's (TYO:2186) recent performance, when its stock has declined 2.9% over...
Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥13.09The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.90b (down 4.3% from 3Q 2020). Net income: JP¥103.0m (down 7.2% from 3Q 2020). Profit margin: 5.4% (down from 5.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
분석 기사 • Jan 03Did You Participate In Any Of Sobal's (TYO:2186) Respectable 67% Return?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
Reported Earnings • Dec 26Third quarter 2021 earnings released: EPS JP¥13.09The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.90b (down 4.3% from 3Q 2020). Net income: JP¥103.0m (down 7.2% from 3Q 2020). Profit margin: 5.4% (down from 5.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 6% per year.
분석 기사 • Dec 13Key Things To Consider Before Buying Sobal Corporation (TYO:2186) For Its DividendIs Sobal Corporation ( TYO:2186 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
분석 기사 • Nov 17Is Sobal (TYO:2186) Set To Make A Turnaround?What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...
Is New 90 Day High Low • Nov 02New 90-day low: JP¥910The company is down 5.0% from its price of JP¥957 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 Software industry, which is up 1.0% over the same period.
Reported Earnings • Oct 17First half earnings releasedOver the last 12 months the company has reported total profits of JP¥348.0m, down 25% from the prior year. Total revenue was JP¥7.83b over the last 12 months, down 5.6% from the prior year.
Reported Earnings • Oct 02First half earnings releasedOver the last 12 months the company has reported total profits of JP¥348.0m, down 25% from the prior year. Total revenue was JP¥7.83b over the last 12 months, down 5.6% from the prior year.
공지 • Aug 10Sobal Corporation to Report Q2, 2021 Results on Sep 30, 2020Sobal Corporation announced that they will report Q2, 2021 results on Sep 30, 2020