View ValuationSystena 향후 성장Future 기준 점검 3/6Systena (는) 각각 연간 6.4% 및 6.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 27.3% 로 예상됩니다.핵심 정보6.4%이익 성장률6.40%EPS 성장률Software 이익 성장13.5%매출 성장률6.7%향후 자기자본이익률27.26%애널리스트 커버리지Low마지막 업데이트11 Jun 2026최근 향후 성장 업데이트분석 기사 • Nov 15Earnings Update: Here's Why Analysts Just Lifted Their Systena Corporation (TSE:2317) Price Target To JP¥450Systena Corporation ( TSE:2317 ) came out with its interim results last week, and we wanted to see how the business is...Price Target Changed • Sep 11Price target increased by 13% to JP¥450Up from JP¥400, the current price target is an average from 3 analysts. New target price is 11% below last closing price of JP¥506. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥27.67 for next year compared to JP¥23.17 last year.Price Target Changed • Feb 25Price target increased by 9.1% to JP¥400Up from JP¥367, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥350. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥21.90 for next year compared to JP¥18.67 last year.Major Estimate Revision • Jan 18Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥85.6b to JP¥84.6b. EPS estimate rose from JP¥21.04 to JP¥23.65. Net income forecast to grow 13% next year vs 25% growth forecast for Software industry in Japan. Consensus price target of JP¥390 unchanged from last update. Share price fell 3.1% to JP¥343 over the past week.Major Estimate Revision • Sep 18Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥19.78 to JP¥22.75. Revenue forecast steady at JP¥85.4b. Net income forecast to grow 3.1% next year vs 14% growth forecast for Software industry in Japan. Consensus price target up from JP¥343 to JP¥367. Share price was steady at JP¥373 over the past week.Price Target Changed • Sep 17Price target increased by 12% to JP¥367Up from JP¥328, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥374. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥22.75 for next year compared to JP¥18.67 last year.모든 업데이트 보기Recent updates분석 기사 • May 20Shareholders Can Be Confident That Systena's (TSE:2317) Earnings Are High QualityEven though Systena Corporation's ( TSE:2317 ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥31.65 (up from JP¥23.17 in FY 2025). Revenue: JP¥94.4b (up 13% from FY 2025). Net income: JP¥11.3b (up 33% from FY 2025). Profit margin: 12% (up from 10% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • May 13Systena Corporation, Annual General Meeting, Jun 25, 2026Systena Corporation, Annual General Meeting, Jun 25, 2026.공시 • May 09Systena Corporation to Report Fiscal Year 2026 Results on May 13, 2026Systena Corporation announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Feb 07Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥8.68 (up from JP¥6.13 in 3Q 2025). Revenue: JP¥23.1b (up 13% from 3Q 2025). Net income: JP¥3.10b (up 42% from 3Q 2025). Profit margin: 13% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 04What You Can Learn From Systena Corporation's (TSE:2317) P/EWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...Declared Dividend • Dec 03First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 18OFI·01 Corporation completed the acquisition of I-Net Corp. (TSE:9600) from group of shareholders.OFI·01 Corporation proposed to acquire I-Net Corp. (TSE:9600) from group of shareholders for ¥38.6 billion on October 2, 2025. A cash consideration of ¥38.6 billion valued at ¥2530 per share will be paid by OFI·01 Corporation. As part of consideration, ¥38.6 billion is paid towards common equity of I-Net Corp. The Offeror may also implement an absorption-type merger with the Company (the “Merger”) following the completion of the Squeeze-Out Procedures. In the Tender Offer, the Offeror has set the minimum number of shares to be purchased at 10,171,800 shares (ownership ratio: 66.67%). If the total number of Shares, tendered in the Tender Offer (the “Tendered Shares”) is less than the minimum number of shares to be purchased (10,171,800 shares), the Offeror will not purchase any of the Tendered Shares. Tender Offer Period will start from October 3, 2025 to November 17, 2025. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as financial advisor for I-Net Corp. Mori Hamada & Matsumoto LPC acted as legal advisor for I-Net Corp. OFI·01 Corporation completed the acquisition of I-Net Corp. (TSE:9600) from group of shareholders on November 17, 2025. As of today, the Company received a report on the results of the Tender Offer from the Offeror which stated to the effect that because the Tender Offer was successfully completed as a result of the fact that 12,907,969 shares of the Company Shares were tendered and the number of the Company Shares tendered in the Tender Offer reached the minimum number of shares to be purchased (10,171,800 shares), the Offeror will therefore acquire all of such Company Shares. The commencement date of the settlement of the Tender Offer will be on November 25, 2025.분석 기사 • Nov 15Earnings Update: Here's Why Analysts Just Lifted Their Systena Corporation (TSE:2317) Price Target To JP¥450Systena Corporation ( TSE:2317 ) came out with its interim results last week, and we wanted to see how the business is...Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥8.15 (vs JP¥5.23 in 2Q 2025)Second quarter 2026 results: EPS: JP¥8.15 (up from JP¥5.23 in 2Q 2025). Revenue: JP¥24.4b (up 20% from 2Q 2025). Net income: JP¥2.91b (up 53% from 2Q 2025). Profit margin: 12% (up from 9.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.분석 기사 • Oct 28A Look At The Fair Value Of Systena Corporation (TSE:2317)Key Insights The projected fair value for Systena is JP¥494 based on 2 Stage Free Cash Flow to Equity With JP¥522 share...공시 • Oct 10Systena Corporation to Report Q3, 2026 Results on Feb 05, 2026Systena Corporation announced that they will report Q3, 2026 results on Feb 05, 2026공시 • Oct 02OFI·01 Corporation proposed to acquire I-Net Corp. (TSE:9600) from group of shareholders for ¥38.6 billion.OFI·01 Corporation proposed to acquire I-Net Corp. (TSE:9600) from group of shareholders for ¥38.6 billion on October 2, 2025. A cash consideration of ¥38.6 billion valued at ¥2530 per share will be paid by OFI·01 Corporation. As part of consideration, ¥38.6 billion is paid towards common equity of I-Net Corp. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as financial advisor for I-Net Corp. Mori Hamada & Matsumoto LPC acted as legal advisor for I-Net Corp.Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Price Target Changed • Sep 11Price target increased by 13% to JP¥450Up from JP¥400, the current price target is an average from 3 analysts. New target price is 11% below last closing price of JP¥506. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥27.67 for next year compared to JP¥23.17 last year.공시 • Sep 01Systena Corporation to Report Q2, 2026 Results on Oct 30, 2025Systena Corporation announced that they will report Q2, 2026 results on Oct 30, 2025분석 기사 • Aug 29Here's Why We Think Systena (TSE:2317) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Aug 07Systena Corporation (TSE:2317) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedTSE:2317 1 Year Share Price vs Fair Value Explore Systena's Fair Values from the Community and select yours Systena...Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥7.24 (vs JP¥4.73 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.24 (up from JP¥4.73 in 1Q 2025). Revenue: JP¥22.6b (up 14% from 1Q 2025). Net income: JP¥2.59b (up 43% from 1Q 2025). Profit margin: 12% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. 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 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥475, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥507 per share.Declared Dividend • Jul 09Final dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jul 03Systena Corporation to Report Q1, 2026 Results on Jul 31, 2025Systena Corporation announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • Jun 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥23.17 (up from JP¥18.67 in FY 2024). Revenue: JP¥83.6b (up 8.7% from FY 2024). Net income: JP¥8.48b (up 17% from FY 2024). Profit margin: 10% (in line with FY 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.9%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. 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.공시 • Jun 20Systena Corporation Announces Executive AppointmentsSystena Corporation at its meeting held on June 20, 2025 announced that Seiichiro Nishikawa is appointed as Director apart from being Senior Corporate Officer,General Manager, Digital Integration Group, Yoichi Narikawa is appointed as Executive Managing Corporate Officer, General Manager, Next Generation Mobility, Mitsuaki Tanaka is appointed as Senior Corporate Officer, Representative Director and President of Systena America Inc. Assistant to Senior Managing Director,Fumiaki Nezu is appointed as Corporate Officer Representative Director and President of Tokyoto Business Service Co. Ltd. as of June 20, 2025.Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥406. The fair value is estimated to be JP¥510, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥23.17 (up from JP¥18.67 in FY 2024). Revenue: JP¥83.6b (up 8.7% from FY 2024). Net income: JP¥8.48b (up 17% from FY 2024). Profit margin: 10% (in line with FY 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.9%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. 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.공시 • May 13Systena Corporation, Annual General Meeting, Jun 20, 2025Systena Corporation, Annual General Meeting, Jun 20, 2025.분석 기사 • Apr 10Is There An Opportunity With Systena Corporation's (TSE:2317) 38% Undervaluation?Key Insights The projected fair value for Systena is JP¥530 based on 2 Stage Free Cash Flow to Equity Systena is...분석 기사 • Mar 27Systena (TSE:2317) Is Due To Pay A Dividend Of ¥6.00Systena Corporation ( TSE:2317 ) will pay a dividend of ¥6.00 on the 9th of June. This takes the dividend yield to...공시 • Mar 27Systena Corporation to Report Fiscal Year 2025 Results on May 13, 2025Systena Corporation announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).분석 기사 • Mar 07Investors Shouldn't Overlook The Favourable Returns On Capital At Systena (TSE:2317)What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Price Target Changed • Feb 25Price target increased by 9.1% to JP¥400Up from JP¥367, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥350. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥21.90 for next year compared to JP¥18.67 last year.Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥6.13 (up from JP¥4.82 in 3Q 2024). Revenue: JP¥20.5b (up 4.3% from 3Q 2024). Net income: JP¥2.19b (up 17% from 3Q 2024). Profit margin: 11% (up from 9.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jan 18Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥85.6b to JP¥84.6b. EPS estimate rose from JP¥21.04 to JP¥23.65. Net income forecast to grow 13% next year vs 25% growth forecast for Software industry in Japan. Consensus price target of JP¥390 unchanged from last update. Share price fell 3.1% to JP¥343 over the past week.분석 기사 • Dec 19Systena's (TSE:2317) Dividend Will Be ¥6.00The board of Systena Corporation ( TSE:2317 ) has announced that it will pay a dividend on the 9th of June, with...Buy Or Sell Opportunity • Dec 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥365. The fair value is estimated to be JP¥466, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.분석 기사 • Dec 04Systena (TSE:2317) Has Announced A Dividend Of ¥6.00Systena Corporation ( TSE:2317 ) has announced that it will pay a dividend of ¥6.00 per share on the 9th of June. This...Declared Dividend • Dec 04First half dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 02Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥5.23 (up from JP¥4.53 in 2Q 2024). Revenue: JP¥20.3b (up 8.3% from 2Q 2024). Net income: JP¥1.91b (up 8.8% from 2Q 2024). Profit margin: 9.4% (up from 9.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).Major Estimate Revision • Sep 18Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥19.78 to JP¥22.75. Revenue forecast steady at JP¥85.4b. Net income forecast to grow 3.1% next year vs 14% growth forecast for Software industry in Japan. Consensus price target up from JP¥343 to JP¥367. Share price was steady at JP¥373 over the past week.Price Target Changed • Sep 17Price target increased by 12% to JP¥367Up from JP¥328, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥374. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥22.75 for next year compared to JP¥18.67 last year.분석 기사 • Sep 11With EPS Growth And More, Systena (TSE:2317) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Aug 28Systena (TSE:2317) Is Increasing Its Dividend To ¥6.00Systena Corporation's ( TSE:2317 ) dividend will be increasing from last year's payment of the same period to ¥6.00 on...공시 • Aug 27+ 1 more updateSystena Corporation to Report Q2, 2025 Results on Oct 31, 2024Systena Corporation announced that they will report Q2, 2025 results on Oct 31, 2024공시 • Aug 22Systena Corporation (TSE:2317) announces an Equity Buyback for 5,000,000 shares, representing 1.37% for ¥2,000 million.Systena Corporation (TSE:2317) announces a share repurchase program. Under the program, the company will repurchase 5,000,000 shares, representing 1.37% of the outstanding shares, for ¥2,000 million. The purpose of the program is to enable greater return of profits to shareholders and the implementation of flexible capital policies in response to changes in the business environment. The program will expire on October 31, 2024. As of August 21, 2024, the company had 364,008,445 shares outstanding and 86,871,555 shares in treasury.분석 기사 • Aug 14Systena's (TSE:2317) Shareholders Will Receive A Bigger Dividend Than Last YearSystena Corporation ( TSE:2317 ) has announced that it will be increasing its dividend from last year's comparable...Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥4.73 (vs JP¥3.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥4.73 (up from JP¥3.15 in 1Q 2024). Revenue: JP¥19.7b (up 5.4% from 1Q 2024). Net income: JP¥1.82b (up 49% from 1Q 2024). Profit margin: 9.2% (up from 6.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.분석 기사 • Jul 26Systena's (TSE:2317) Dividend Will Be Increased To ¥6.00Systena Corporation ( TSE:2317 ) has announced that it will be increasing its dividend from last year's comparable...분석 기사 • Jul 11Systena's (TSE:2317) Dividend Will Be Increased To ¥6.00The board of Systena Corporation ( TSE:2317 ) has announced that it will be paying its dividend of ¥6.00 on the 5th of...Declared Dividend • Jul 11Final dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥18.67 (down from JP¥18.89 in FY 2023). Revenue: JP¥76.9b (up 3.2% from FY 2023). Net income: JP¥7.23b (down 1.2% from FY 2023). Profit margin: 9.4% (in line with FY 2023). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.공시 • Jun 02Systena Corporation to Report Q1, 2025 Results on Jul 31, 2024Systena Corporation announced that they will report Q1, 2025 results on Jul 31, 2024분석 기사 • May 21We Think Systena's (TSE:2317) Solid Earnings Are UnderstatedInvestors signalled that they were pleased with Systena Corporation's ( TSE:2317 ) most recent earnings report. This...Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥18.67 (down from JP¥18.89 in FY 2023). Revenue: JP¥76.9b (up 3.2% from FY 2023). Net income: JP¥7.23b (down 1.2% from FY 2023). Profit margin: 9.4% (in line with FY 2023). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.공시 • May 14Systena Corporation (TSE:2317) announces an Equity Buyback for 25,000,000 shares, representing 6.43% for ¥10,000 million.Systena Corporation (TSE:2317) announces a share repurchase program. Under the program, the company will repurchase 25,000,000 shares, representing 6.43% of the outstanding shares, for ¥10,000 million. The purpose of the program is to enable greater return of profits to shareholders and the implementation of flexible capital policies in response to changes in the business environment. The program will expire on May 13, 2025. As of March 31, 2024, the company had 389,008,512 shares outstanding and 61,871,488 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).분석 기사 • Mar 20Systena (TSE:2317) Is Due To Pay A Dividend Of ¥5.00Systena Corporation ( TSE:2317 ) will pay a dividend of ¥5.00 on the 7th of June. This will take the annual payment to...공시 • Mar 19Systena Corporation, Annual General Meeting, Jun 21, 2024Systena Corporation, Annual General Meeting, Jun 21, 2024.분석 기사 • Mar 04Systena (TSE:2317) Is Due To Pay A Dividend Of ¥5.00The board of Systena Corporation ( TSE:2317 ) has announced that it will pay a dividend of ¥5.00 per share on the 7th...공시 • Mar 02Systena Corporation to Report Fiscal Year 2024 Results on May 13, 2024Systena Corporation announced that they will report fiscal year 2024 results on May 13, 2024공시 • Feb 14+ 1 more updateSystena Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Systena Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to report net sales of JPY 80,386 million, operating profit of JPY 10,610 million, profit attributable to the owners of parent of JPY 7,233 million, and basic earnings per share of JPY 18.67.Reported Earnings • Feb 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: JP¥4.82 (up from JP¥4.71 in 3Q 2023). Revenue: JP¥19.6b (up 5.9% from 3Q 2023). Net income: JP¥1.87b (up 2.4% from 3Q 2023). Profit margin: 9.5% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.3%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공시 • Nov 29Systena Corporation to Report Q3, 2024 Results on Feb 06, 2024Systena Corporation announced that they will report Q3, 2024 results on Feb 06, 2024Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥305, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥447 per share.Reported Earnings • Oct 28Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥4.53 (down from JP¥4.64 in 2Q 2023). Revenue: JP¥18.8b (up 3.4% from 2Q 2023). Net income: JP¥1.76b (down 2.4% from 2Q 2023). Profit margin: 9.3% (in line with 2Q 2023). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.7%).공시 • Aug 27Systena Corporation to Report Q2, 2024 Results on Oct 26, 2023Systena Corporation announced that they will report Q2, 2024 results on Oct 26, 2023공시 • Aug 04+ 1 more updateSystena Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Systena Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to report net sales of JPY 80,386 million, operating profit of JPY 10,610 million, profit attributable to the owners of parent of JPY 7,233 million, and basic earnings per share of JPY 18.67.Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥3.15 (vs JP¥3.32 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.15 (down from JP¥3.32 in 1Q 2023). Revenue: JP¥18.7b (up 6.3% from 1Q 2023). Net income: JP¥1.22b (down 5.1% from 1Q 2023). Profit margin: 6.5% (down from 7.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Price Target Changed • Jul 28Price target decreased by 9.1% to JP¥325Down from JP¥358, the current price target is an average from 4 analysts. New target price is 21% above last closing price of JP¥268. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥18.09 for next year compared to JP¥18.89 last year.Buying Opportunity • Jul 20Now 22% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be JP¥371, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.Buying Opportunity • Jul 01Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥368, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings is also forecast to grow by 5.2% per annum over the same time period.Reported Earnings • Jun 24Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥18.89 (up from JP¥15.47 in FY 2022). Revenue: JP¥74.5b (up 14% from FY 2022). Net income: JP¥7.32b (up 22% from FY 2022). Profit margin: 9.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • May 28Systena Corporation to Report Q1, 2024 Results on Jul 27, 2023Systena Corporation announced that they will report Q1, 2024 results on Jul 27, 2023Reported Earnings • May 13Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥18.89 (up from JP¥15.47 in FY 2022). Revenue: JP¥74.5b (up 14% from FY 2022). Net income: JP¥7.32b (up 22% from FY 2022). Profit margin: 9.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • May 13+ 1 more updateSystena Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Systena Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to report net sales of JPY 80,386 million, operating profit of JPY 10,610 million, profit attributable to the owners of parent of JPY 7,233 million, and basic earnings per share of JPY 18.67.공시 • May 12Systena Corporation, Annual General Meeting, Jun 21, 2023Systena Corporation, Annual General Meeting, Jun 21, 2023. Agenda: Annual General Meeting.Buying Opportunity • Apr 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥360, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 09 June 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Price Target Changed • Feb 28Price target decreased by 13% to JP¥450Down from JP¥518, the current price target is an average from 4 analysts. New target price is 41% above last closing price of JP¥320. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥18.29 for next year compared to JP¥15.47 last year.Reported Earnings • Feb 03Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: JP¥4.71 (up from JP¥4.25 in 3Q 2022). Revenue: JP¥18.5b (up 15% from 3Q 2022). Net income: JP¥1.82b (up 11% from 3Q 2022). Profit margin: 9.8% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.7%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. 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 4% per year, which means it is significantly lagging earnings.공시 • Feb 03+ 1 more updateSystena Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023Systena Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2023. The company expects to pay a year-end dividend of JPY 4.00 per share for the fiscal year ending March 31, 2023.공시 • Nov 27Systena Corporation to Report Q3, 2023 Results on Feb 02, 2023Systena Corporation announced that they will report Q3, 2023 results on Feb 02, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mari Ito was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥4.64 (up from JP¥3.55 in 2Q 2022). Revenue: JP¥18.2b (up 17% from 2Q 2022). Net income: JP¥1.80b (up 31% from 2Q 2022). Profit margin: 9.9% (up from 8.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.공시 • Oct 28+ 2 more updatesSystena Corporation Announces Dividend for the Second Quarter of Fiscal Year 2023, Payable on December 6, 2022Systena Corporation announced dividend of JPY 4.00 per share for the second quarter of fiscal year 2023. Scheduled date to commence dividend payments is December 6, 2022.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.8%).공시 • Aug 28Systena Corporation to Report Q2, 2023 Results on Oct 27, 2022Systena Corporation announced that they will report Q2, 2023 results on Oct 27, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥3.32 (vs JP¥2.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.32 (up from JP¥2.95 in 1Q 2022). Revenue: JP¥17.6b (up 15% from 1Q 2022). Net income: JP¥1.29b (up 12% from 1Q 2022). Profit margin: 7.3% (down from 7.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.3%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.공시 • Jul 29Systena Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Systena Corporation provides earnings guidance for the fiscal year ending March 31, 2023. For the year, company expects net sales to be JPY 71,450 million, operating profit to be JPY 10,280 million, profit attributable to owners of parent to be JPY 7,000 million and basic earnings per share to be JPY 18.07 per share.이익 및 매출 성장 예측TSE:2317 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029115,26313,505N/AN/A33/31/2028104,99712,83713,33413,73533/31/202797,48011,39312,26412,63643/31/202694,40011,31212,79713,283N/A12/31/202593,12011,16610,33210,755N/A9/30/202590,49610,2569,97210,444N/A6/30/202586,4289,2537,8768,143N/A3/31/202583,6218,4807,6617,979N/A12/31/202480,3648,3058,8479,175N/A9/30/202479,5117,9828,2058,517N/A6/30/202477,9527,828N/AN/AN/A3/31/202476,9407,2328,6959,036N/A12/31/202377,3327,253N/AN/AN/A9/30/202376,2427,2097,2267,813N/A6/30/202375,6337,252N/AN/AN/A3/31/202374,5267,3176,4907,648N/A12/31/202272,5676,736N/AN/AN/A9/30/202270,2016,5586,0437,023N/A6/30/202267,5686,133N/AN/AN/A3/31/202265,2725,9925,0255,544N/A12/31/202163,5175,241N/AN/AN/A9/30/202162,4434,9815,2845,763N/A6/30/202161,3464,872N/AN/AN/A3/31/202160,8714,9746,7637,205N/A12/31/202061,6105,465N/AN/AN/A9/30/202062,4455,3026,3516,939N/A6/30/202064,1625,487N/AN/AN/A3/31/202064,5525,4714,4604,831N/A12/31/201964,0455,096N/AN/AN/A9/30/201963,9435,168N/A5,092N/A6/30/201961,5124,871N/AN/AN/A3/31/201959,7424,584N/A7,028N/A12/31/201858,4464,348N/AN/AN/A9/30/201856,3854,106N/A5,616N/A6/30/201855,4033,866N/AN/AN/A3/31/201854,3203,542N/A4,380N/A12/31/201751,8473,174N/AN/AN/A9/30/201749,7062,672N/A3,782N/A6/30/201748,0682,395N/AN/AN/A3/31/201746,2552,197N/A2,243N/A12/31/201645,3192,068N/AN/AN/A9/30/201644,6012,291N/A2,861N/A6/30/201643,6832,277N/AN/AN/A3/31/201642,6952,249N/A2,719N/A12/31/201541,2581,518N/AN/AN/A9/30/201539,7611,126N/A2,000N/A6/30/201538,346928N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2317 의 연간 예상 수익 증가율(6.4%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 2317 의 연간 수익(6.4%)이 JP 시장(9.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 2317 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 2317 의 수익(연간 6.7%)이 JP 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 2317 의 수익(연간 6.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2317의 자본 수익률은 3년 후 27.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/26 15:32종가2026/06/26 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Systena Corporation는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mitsunobu TsuruoCitigroup IncHideo NodaCLSAnull nullCLSA5명의 분석가 더 보기
분석 기사 • Nov 15Earnings Update: Here's Why Analysts Just Lifted Their Systena Corporation (TSE:2317) Price Target To JP¥450Systena Corporation ( TSE:2317 ) came out with its interim results last week, and we wanted to see how the business is...
Price Target Changed • Sep 11Price target increased by 13% to JP¥450Up from JP¥400, the current price target is an average from 3 analysts. New target price is 11% below last closing price of JP¥506. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥27.67 for next year compared to JP¥23.17 last year.
Price Target Changed • Feb 25Price target increased by 9.1% to JP¥400Up from JP¥367, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥350. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥21.90 for next year compared to JP¥18.67 last year.
Major Estimate Revision • Jan 18Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥85.6b to JP¥84.6b. EPS estimate rose from JP¥21.04 to JP¥23.65. Net income forecast to grow 13% next year vs 25% growth forecast for Software industry in Japan. Consensus price target of JP¥390 unchanged from last update. Share price fell 3.1% to JP¥343 over the past week.
Major Estimate Revision • Sep 18Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥19.78 to JP¥22.75. Revenue forecast steady at JP¥85.4b. Net income forecast to grow 3.1% next year vs 14% growth forecast for Software industry in Japan. Consensus price target up from JP¥343 to JP¥367. Share price was steady at JP¥373 over the past week.
Price Target Changed • Sep 17Price target increased by 12% to JP¥367Up from JP¥328, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥374. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥22.75 for next year compared to JP¥18.67 last year.
분석 기사 • May 20Shareholders Can Be Confident That Systena's (TSE:2317) Earnings Are High QualityEven though Systena Corporation's ( TSE:2317 ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥31.65 (up from JP¥23.17 in FY 2025). Revenue: JP¥94.4b (up 13% from FY 2025). Net income: JP¥11.3b (up 33% from FY 2025). Profit margin: 12% (up from 10% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • May 13Systena Corporation, Annual General Meeting, Jun 25, 2026Systena Corporation, Annual General Meeting, Jun 25, 2026.
공시 • May 09Systena Corporation to Report Fiscal Year 2026 Results on May 13, 2026Systena Corporation announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Feb 07Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥8.68 (up from JP¥6.13 in 3Q 2025). Revenue: JP¥23.1b (up 13% from 3Q 2025). Net income: JP¥3.10b (up 42% from 3Q 2025). Profit margin: 13% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 04What You Can Learn From Systena Corporation's (TSE:2317) P/EWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...
Declared Dividend • Dec 03First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 18OFI·01 Corporation completed the acquisition of I-Net Corp. (TSE:9600) from group of shareholders.OFI·01 Corporation proposed to acquire I-Net Corp. (TSE:9600) from group of shareholders for ¥38.6 billion on October 2, 2025. A cash consideration of ¥38.6 billion valued at ¥2530 per share will be paid by OFI·01 Corporation. As part of consideration, ¥38.6 billion is paid towards common equity of I-Net Corp. The Offeror may also implement an absorption-type merger with the Company (the “Merger”) following the completion of the Squeeze-Out Procedures. In the Tender Offer, the Offeror has set the minimum number of shares to be purchased at 10,171,800 shares (ownership ratio: 66.67%). If the total number of Shares, tendered in the Tender Offer (the “Tendered Shares”) is less than the minimum number of shares to be purchased (10,171,800 shares), the Offeror will not purchase any of the Tendered Shares. Tender Offer Period will start from October 3, 2025 to November 17, 2025. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as financial advisor for I-Net Corp. Mori Hamada & Matsumoto LPC acted as legal advisor for I-Net Corp. OFI·01 Corporation completed the acquisition of I-Net Corp. (TSE:9600) from group of shareholders on November 17, 2025. As of today, the Company received a report on the results of the Tender Offer from the Offeror which stated to the effect that because the Tender Offer was successfully completed as a result of the fact that 12,907,969 shares of the Company Shares were tendered and the number of the Company Shares tendered in the Tender Offer reached the minimum number of shares to be purchased (10,171,800 shares), the Offeror will therefore acquire all of such Company Shares. The commencement date of the settlement of the Tender Offer will be on November 25, 2025.
분석 기사 • Nov 15Earnings Update: Here's Why Analysts Just Lifted Their Systena Corporation (TSE:2317) Price Target To JP¥450Systena Corporation ( TSE:2317 ) came out with its interim results last week, and we wanted to see how the business is...
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥8.15 (vs JP¥5.23 in 2Q 2025)Second quarter 2026 results: EPS: JP¥8.15 (up from JP¥5.23 in 2Q 2025). Revenue: JP¥24.4b (up 20% from 2Q 2025). Net income: JP¥2.91b (up 53% from 2Q 2025). Profit margin: 12% (up from 9.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
분석 기사 • Oct 28A Look At The Fair Value Of Systena Corporation (TSE:2317)Key Insights The projected fair value for Systena is JP¥494 based on 2 Stage Free Cash Flow to Equity With JP¥522 share...
공시 • Oct 10Systena Corporation to Report Q3, 2026 Results on Feb 05, 2026Systena Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
공시 • Oct 02OFI·01 Corporation proposed to acquire I-Net Corp. (TSE:9600) from group of shareholders for ¥38.6 billion.OFI·01 Corporation proposed to acquire I-Net Corp. (TSE:9600) from group of shareholders for ¥38.6 billion on October 2, 2025. A cash consideration of ¥38.6 billion valued at ¥2530 per share will be paid by OFI·01 Corporation. As part of consideration, ¥38.6 billion is paid towards common equity of I-Net Corp. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as financial advisor for I-Net Corp. Mori Hamada & Matsumoto LPC acted as legal advisor for I-Net Corp.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Price Target Changed • Sep 11Price target increased by 13% to JP¥450Up from JP¥400, the current price target is an average from 3 analysts. New target price is 11% below last closing price of JP¥506. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥27.67 for next year compared to JP¥23.17 last year.
공시 • Sep 01Systena Corporation to Report Q2, 2026 Results on Oct 30, 2025Systena Corporation announced that they will report Q2, 2026 results on Oct 30, 2025
분석 기사 • Aug 29Here's Why We Think Systena (TSE:2317) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Aug 07Systena Corporation (TSE:2317) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedTSE:2317 1 Year Share Price vs Fair Value Explore Systena's Fair Values from the Community and select yours Systena...
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥7.24 (vs JP¥4.73 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.24 (up from JP¥4.73 in 1Q 2025). Revenue: JP¥22.6b (up 14% from 1Q 2025). Net income: JP¥2.59b (up 43% from 1Q 2025). Profit margin: 12% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. 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 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥475, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥507 per share.
Declared Dividend • Jul 09Final dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jul 03Systena Corporation to Report Q1, 2026 Results on Jul 31, 2025Systena Corporation announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • Jun 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥23.17 (up from JP¥18.67 in FY 2024). Revenue: JP¥83.6b (up 8.7% from FY 2024). Net income: JP¥8.48b (up 17% from FY 2024). Profit margin: 10% (in line with FY 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.9%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. 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.
공시 • Jun 20Systena Corporation Announces Executive AppointmentsSystena Corporation at its meeting held on June 20, 2025 announced that Seiichiro Nishikawa is appointed as Director apart from being Senior Corporate Officer,General Manager, Digital Integration Group, Yoichi Narikawa is appointed as Executive Managing Corporate Officer, General Manager, Next Generation Mobility, Mitsuaki Tanaka is appointed as Senior Corporate Officer, Representative Director and President of Systena America Inc. Assistant to Senior Managing Director,Fumiaki Nezu is appointed as Corporate Officer Representative Director and President of Tokyoto Business Service Co. Ltd. as of June 20, 2025.
Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥406. The fair value is estimated to be JP¥510, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.
Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥23.17 (up from JP¥18.67 in FY 2024). Revenue: JP¥83.6b (up 8.7% from FY 2024). Net income: JP¥8.48b (up 17% from FY 2024). Profit margin: 10% (in line with FY 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.9%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. 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.
공시 • May 13Systena Corporation, Annual General Meeting, Jun 20, 2025Systena Corporation, Annual General Meeting, Jun 20, 2025.
분석 기사 • Apr 10Is There An Opportunity With Systena Corporation's (TSE:2317) 38% Undervaluation?Key Insights The projected fair value for Systena is JP¥530 based on 2 Stage Free Cash Flow to Equity Systena is...
분석 기사 • Mar 27Systena (TSE:2317) Is Due To Pay A Dividend Of ¥6.00Systena Corporation ( TSE:2317 ) will pay a dividend of ¥6.00 on the 9th of June. This takes the dividend yield to...
공시 • Mar 27Systena Corporation to Report Fiscal Year 2025 Results on May 13, 2025Systena Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
분석 기사 • Mar 07Investors Shouldn't Overlook The Favourable Returns On Capital At Systena (TSE:2317)What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Price Target Changed • Feb 25Price target increased by 9.1% to JP¥400Up from JP¥367, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥350. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥21.90 for next year compared to JP¥18.67 last year.
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥6.13 (up from JP¥4.82 in 3Q 2024). Revenue: JP¥20.5b (up 4.3% from 3Q 2024). Net income: JP¥2.19b (up 17% from 3Q 2024). Profit margin: 11% (up from 9.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jan 18Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥85.6b to JP¥84.6b. EPS estimate rose from JP¥21.04 to JP¥23.65. Net income forecast to grow 13% next year vs 25% growth forecast for Software industry in Japan. Consensus price target of JP¥390 unchanged from last update. Share price fell 3.1% to JP¥343 over the past week.
분석 기사 • Dec 19Systena's (TSE:2317) Dividend Will Be ¥6.00The board of Systena Corporation ( TSE:2317 ) has announced that it will pay a dividend on the 9th of June, with...
Buy Or Sell Opportunity • Dec 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥365. The fair value is estimated to be JP¥466, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
분석 기사 • Dec 04Systena (TSE:2317) Has Announced A Dividend Of ¥6.00Systena Corporation ( TSE:2317 ) has announced that it will pay a dividend of ¥6.00 per share on the 9th of June. This...
Declared Dividend • Dec 04First half dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 02Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥5.23 (up from JP¥4.53 in 2Q 2024). Revenue: JP¥20.3b (up 8.3% from 2Q 2024). Net income: JP¥1.91b (up 8.8% from 2Q 2024). Profit margin: 9.4% (up from 9.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
Major Estimate Revision • Sep 18Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥19.78 to JP¥22.75. Revenue forecast steady at JP¥85.4b. Net income forecast to grow 3.1% next year vs 14% growth forecast for Software industry in Japan. Consensus price target up from JP¥343 to JP¥367. Share price was steady at JP¥373 over the past week.
Price Target Changed • Sep 17Price target increased by 12% to JP¥367Up from JP¥328, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥374. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥22.75 for next year compared to JP¥18.67 last year.
분석 기사 • Sep 11With EPS Growth And More, Systena (TSE:2317) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Aug 28Systena (TSE:2317) Is Increasing Its Dividend To ¥6.00Systena Corporation's ( TSE:2317 ) dividend will be increasing from last year's payment of the same period to ¥6.00 on...
공시 • Aug 27+ 1 more updateSystena Corporation to Report Q2, 2025 Results on Oct 31, 2024Systena Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
공시 • Aug 22Systena Corporation (TSE:2317) announces an Equity Buyback for 5,000,000 shares, representing 1.37% for ¥2,000 million.Systena Corporation (TSE:2317) announces a share repurchase program. Under the program, the company will repurchase 5,000,000 shares, representing 1.37% of the outstanding shares, for ¥2,000 million. The purpose of the program is to enable greater return of profits to shareholders and the implementation of flexible capital policies in response to changes in the business environment. The program will expire on October 31, 2024. As of August 21, 2024, the company had 364,008,445 shares outstanding and 86,871,555 shares in treasury.
분석 기사 • Aug 14Systena's (TSE:2317) Shareholders Will Receive A Bigger Dividend Than Last YearSystena Corporation ( TSE:2317 ) has announced that it will be increasing its dividend from last year's comparable...
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥4.73 (vs JP¥3.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥4.73 (up from JP¥3.15 in 1Q 2024). Revenue: JP¥19.7b (up 5.4% from 1Q 2024). Net income: JP¥1.82b (up 49% from 1Q 2024). Profit margin: 9.2% (up from 6.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
분석 기사 • Jul 26Systena's (TSE:2317) Dividend Will Be Increased To ¥6.00Systena Corporation ( TSE:2317 ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 • Jul 11Systena's (TSE:2317) Dividend Will Be Increased To ¥6.00The board of Systena Corporation ( TSE:2317 ) has announced that it will be paying its dividend of ¥6.00 on the 5th of...
Declared Dividend • Jul 11Final dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥18.67 (down from JP¥18.89 in FY 2023). Revenue: JP¥76.9b (up 3.2% from FY 2023). Net income: JP¥7.23b (down 1.2% from FY 2023). Profit margin: 9.4% (in line with FY 2023). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
공시 • Jun 02Systena Corporation to Report Q1, 2025 Results on Jul 31, 2024Systena Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
분석 기사 • May 21We Think Systena's (TSE:2317) Solid Earnings Are UnderstatedInvestors signalled that they were pleased with Systena Corporation's ( TSE:2317 ) most recent earnings report. This...
Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥18.67 (down from JP¥18.89 in FY 2023). Revenue: JP¥76.9b (up 3.2% from FY 2023). Net income: JP¥7.23b (down 1.2% from FY 2023). Profit margin: 9.4% (in line with FY 2023). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
공시 • May 14Systena Corporation (TSE:2317) announces an Equity Buyback for 25,000,000 shares, representing 6.43% for ¥10,000 million.Systena Corporation (TSE:2317) announces a share repurchase program. Under the program, the company will repurchase 25,000,000 shares, representing 6.43% of the outstanding shares, for ¥10,000 million. The purpose of the program is to enable greater return of profits to shareholders and the implementation of flexible capital policies in response to changes in the business environment. The program will expire on May 13, 2025. As of March 31, 2024, the company had 389,008,512 shares outstanding and 61,871,488 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
분석 기사 • Mar 20Systena (TSE:2317) Is Due To Pay A Dividend Of ¥5.00Systena Corporation ( TSE:2317 ) will pay a dividend of ¥5.00 on the 7th of June. This will take the annual payment to...
공시 • Mar 19Systena Corporation, Annual General Meeting, Jun 21, 2024Systena Corporation, Annual General Meeting, Jun 21, 2024.
분석 기사 • Mar 04Systena (TSE:2317) Is Due To Pay A Dividend Of ¥5.00The board of Systena Corporation ( TSE:2317 ) has announced that it will pay a dividend of ¥5.00 per share on the 7th...
공시 • Mar 02Systena Corporation to Report Fiscal Year 2024 Results on May 13, 2024Systena Corporation announced that they will report fiscal year 2024 results on May 13, 2024
공시 • Feb 14+ 1 more updateSystena Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Systena Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to report net sales of JPY 80,386 million, operating profit of JPY 10,610 million, profit attributable to the owners of parent of JPY 7,233 million, and basic earnings per share of JPY 18.67.
Reported Earnings • Feb 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: JP¥4.82 (up from JP¥4.71 in 3Q 2023). Revenue: JP¥19.6b (up 5.9% from 3Q 2023). Net income: JP¥1.87b (up 2.4% from 3Q 2023). Profit margin: 9.5% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.3%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공시 • Nov 29Systena Corporation to Report Q3, 2024 Results on Feb 06, 2024Systena Corporation announced that they will report Q3, 2024 results on Feb 06, 2024
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥305, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥447 per share.
Reported Earnings • Oct 28Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥4.53 (down from JP¥4.64 in 2Q 2023). Revenue: JP¥18.8b (up 3.4% from 2Q 2023). Net income: JP¥1.76b (down 2.4% from 2Q 2023). Profit margin: 9.3% (in line with 2Q 2023). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.7%).
공시 • Aug 27Systena Corporation to Report Q2, 2024 Results on Oct 26, 2023Systena Corporation announced that they will report Q2, 2024 results on Oct 26, 2023
공시 • Aug 04+ 1 more updateSystena Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Systena Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to report net sales of JPY 80,386 million, operating profit of JPY 10,610 million, profit attributable to the owners of parent of JPY 7,233 million, and basic earnings per share of JPY 18.67.
Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥3.15 (vs JP¥3.32 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.15 (down from JP¥3.32 in 1Q 2023). Revenue: JP¥18.7b (up 6.3% from 1Q 2023). Net income: JP¥1.22b (down 5.1% from 1Q 2023). Profit margin: 6.5% (down from 7.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Price Target Changed • Jul 28Price target decreased by 9.1% to JP¥325Down from JP¥358, the current price target is an average from 4 analysts. New target price is 21% above last closing price of JP¥268. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥18.09 for next year compared to JP¥18.89 last year.
Buying Opportunity • Jul 20Now 22% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be JP¥371, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.
Buying Opportunity • Jul 01Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥368, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings is also forecast to grow by 5.2% per annum over the same time period.
Reported Earnings • Jun 24Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥18.89 (up from JP¥15.47 in FY 2022). Revenue: JP¥74.5b (up 14% from FY 2022). Net income: JP¥7.32b (up 22% from FY 2022). Profit margin: 9.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • May 28Systena Corporation to Report Q1, 2024 Results on Jul 27, 2023Systena Corporation announced that they will report Q1, 2024 results on Jul 27, 2023
Reported Earnings • May 13Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥18.89 (up from JP¥15.47 in FY 2022). Revenue: JP¥74.5b (up 14% from FY 2022). Net income: JP¥7.32b (up 22% from FY 2022). Profit margin: 9.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • May 13+ 1 more updateSystena Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Systena Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to report net sales of JPY 80,386 million, operating profit of JPY 10,610 million, profit attributable to the owners of parent of JPY 7,233 million, and basic earnings per share of JPY 18.67.
공시 • May 12Systena Corporation, Annual General Meeting, Jun 21, 2023Systena Corporation, Annual General Meeting, Jun 21, 2023. Agenda: Annual General Meeting.
Buying Opportunity • Apr 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥360, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 09 June 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Price Target Changed • Feb 28Price target decreased by 13% to JP¥450Down from JP¥518, the current price target is an average from 4 analysts. New target price is 41% above last closing price of JP¥320. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥18.29 for next year compared to JP¥15.47 last year.
Reported Earnings • Feb 03Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: JP¥4.71 (up from JP¥4.25 in 3Q 2022). Revenue: JP¥18.5b (up 15% from 3Q 2022). Net income: JP¥1.82b (up 11% from 3Q 2022). Profit margin: 9.8% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.7%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. 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 4% per year, which means it is significantly lagging earnings.
공시 • Feb 03+ 1 more updateSystena Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023Systena Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2023. The company expects to pay a year-end dividend of JPY 4.00 per share for the fiscal year ending March 31, 2023.
공시 • Nov 27Systena Corporation to Report Q3, 2023 Results on Feb 02, 2023Systena Corporation announced that they will report Q3, 2023 results on Feb 02, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mari Ito was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥4.64 (up from JP¥3.55 in 2Q 2022). Revenue: JP¥18.2b (up 17% from 2Q 2022). Net income: JP¥1.80b (up 31% from 2Q 2022). Profit margin: 9.9% (up from 8.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.
공시 • Oct 28+ 2 more updatesSystena Corporation Announces Dividend for the Second Quarter of Fiscal Year 2023, Payable on December 6, 2022Systena Corporation announced dividend of JPY 4.00 per share for the second quarter of fiscal year 2023. Scheduled date to commence dividend payments is December 6, 2022.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.8%).
공시 • Aug 28Systena Corporation to Report Q2, 2023 Results on Oct 27, 2022Systena Corporation announced that they will report Q2, 2023 results on Oct 27, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥3.32 (vs JP¥2.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.32 (up from JP¥2.95 in 1Q 2022). Revenue: JP¥17.6b (up 15% from 1Q 2022). Net income: JP¥1.29b (up 12% from 1Q 2022). Profit margin: 7.3% (down from 7.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.3%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.
공시 • Jul 29Systena Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Systena Corporation provides earnings guidance for the fiscal year ending March 31, 2023. For the year, company expects net sales to be JPY 71,450 million, operating profit to be JPY 10,280 million, profit attributable to owners of parent to be JPY 7,000 million and basic earnings per share to be JPY 18.07 per share.