View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBrainPad 향후 성장Future 기준 점검 4/6BrainPad은 연간 수입과 매출이 각각 47.1%와 15.4% 증가할 것으로 예상되고 EPS는 연간 48.4%만큼 증가할 것으로 예상됩니다.핵심 정보47.1%이익 성장률48.37%EPS 성장률IT 이익 성장11.6%매출 성장률15.4%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트11 Sep 2025최근 향후 성장 업데이트Price Target Changed • Nov 16Price target decreased to JP¥1,600Down from JP¥1,900, the current price target is provided by 1 analyst. New target price is 64% above last closing price of JP¥974. Stock is down 59% over the past year. The company is forecast to post earnings per share of JP¥39.00 for next year compared to JP¥26.98 last year.Major Estimate Revision • Mar 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from JP¥40.75 to JP¥53.45. Revenue forecast unchanged at JP¥6.90b. Net income forecast to grow 20% next year vs 16% growth forecast for IT industry in Japan. Consensus price target of JP¥4,850 unchanged from last update. Share price rose 12% to JP¥5,560 over the past week.Price Target Changed • Dec 01Price target lowered to JP¥4,850Down from JP¥6,250, the current price target is an average from 2 analysts. The new target price is 13% above the current share price of JP¥4,280. As of last close, the stock is down 25% over the past year.모든 업데이트 보기Recent updatesNew Risk • Feb 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 11% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).Reported Earnings • Feb 14Second quarter 2026 earnings released: JP¥16.43 loss per share (vs JP¥16.57 profit in 2Q 2025)Second quarter 2026 results: JP¥16.43 loss per share (down from JP¥16.57 profit in 2Q 2025). Revenue: JP¥3.06b (flat on 2Q 2025). Net loss: JP¥343.4m (down 197% from profit in 2Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan.공시 • Dec 16Fujitsu Limited (TSE:6702) completed the acquisition of 86.30% stake in BrainPad Inc. (TSE:3655) from a group of shareholders for ¥48.8 billion.Fujitsu Limited (TSE:6702) proposed to acquire BrainPad Inc. (TSE:3655) from a group of shareholders for ¥56.6 billion on October 30, 2025. A cash consideration of ¥56.58 billion valued at ¥2706 per share will be paid by Fujitsu Limited. As part of consideration, ¥56.58 billion is paid towards common equity of BrainPad Inc. The transaction is subject to approval of merger agreement by target board and minimum tender of 13,883,800 shares. The Board of Directors of BrainPad Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board of BrainPad Inc. The tender offer will close on December 15, 2025. Nomura Securities Co., Ltd. acted as financial advisor and fairness opinion provider for special committee of BrainPad Inc. Daiwa Securities Co. Ltd. acted as financial advisor and fairness opinion provider for Fujitsu Limited and as tender offer agent. Nagashima Ohno & Tsunematsu acted as legal advisor for BrainPad Inc. Mori Hamada & Matsumoto LPC acted as legal advisor for Fujitsu Limited. Fujitsu Limited (TSE:6702) completed the acquisition of 86.30% stake in BrainPad Inc. (TSE:3655) from a group of shareholders for ¥48.8 billion on December 15, 2025. Fujitsu Limited received 18.044811 million shares in BrainPad Inc. during tender offer period and has achieved the minimum tender condition. The settlement of is scheduled to take place on December 22, 2025. The Master Trust Bank of Japan, Ltd. (Trust Account) and DisciPline Inc. have tendered all of their shares during the tender offer period.공시 • Dec 01BrainPad Inc. to Report Q2, 2026 Results on Feb 13, 2026BrainPad Inc. announced that they will report Q2, 2026 results on Feb 13, 2026Reported Earnings • Nov 18First quarter 2026 earnings released: EPS: JP¥3.50 (vs JP¥15.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥3.50 (down from JP¥15.70 in 1Q 2025). Revenue: JP¥2.81b (flat on 1Q 2025). Net income: JP¥73.0m (down 78% from 1Q 2025). Profit margin: 2.6% (down from 12% in 1Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan.New Risk • Oct 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,677, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 102% over the past three years.공시 • Oct 30Fujitsu Limited (TSE:6702) proposed to acquire BrainPad Inc. (TSE:3655) from Resona Holdings, Inc. (TSE:8308) and DisciPline Inc., Seinosuke Sato and Takafumi Takahashi for ¥56.6 billion.Fujitsu Limited (TSE:6702) proposed to acquire BrainPad Inc. (TSE:3655) from Resona Holdings, Inc. (TSE:8308) and DisciPline Inc., Seinosuke Sato and Takafumi Takahashi for ¥56.6 billion on October 30, 2025. A cash consideration of ¥56.58 billion valued at ¥2706 per share will be paid by Fujitsu Limited. As part of consideration, ¥56.58 billion is paid towards common equity of BrainPad Inc. The transaction is subject to approval of merger agreement by target board and minimum tender. The Board of Directors of BrainPad Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board of BrainPad Inc. Nomura Securities Co., Ltd. acted as financial advisor for BrainPad Inc. Daiwa Securities Co. Ltd. acted as financial advisor for BrainPad Inc. Nagashima Ohno & Tsunematsu acted as legal advisor for BrainPad Inc. Mori Hamada & Matsumoto LPC acted as legal advisor for BrainPad Inc.공시 • Sep 27BrainPad Inc. to Report Q1, 2026 Results on Nov 14, 2025BrainPad Inc. announced that they will report Q1, 2026 results on Nov 14, 2025Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,187, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 3.7% over the past three years.Reported Earnings • Aug 09Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥49.77 (up from JP¥42.23 in FY 2024). Revenue: JP¥11.8b (up 12% from FY 2024). Net income: JP¥1.06b (up 17% from FY 2024). Profit margin: 9.0% (up from 8.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan.공시 • Aug 08BrainPad Inc., Annual General Meeting, Sep 25, 2025BrainPad Inc., Annual General Meeting, Sep 25, 2025.Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,413, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 46% over the past three years.공시 • Jun 03BrainPad Inc. to Report Fiscal Year 2025 Results on Aug 08, 2025BrainPad Inc. announced that they will report fiscal year 2025 results on Aug 08, 2025Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,272, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 20% over the past three years.Declared Dividend • May 15Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 27th June 2025 Payment date: 29th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 11%.New Risk • May 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Reported Earnings • May 10Third quarter 2025 earnings released: EPS: JP¥17.16 (vs JP¥16.82 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.16 (up from JP¥16.82 in 3Q 2024). Revenue: JP¥3.05b (up 13% from 3Q 2024). Net income: JP¥368.0m (up 1.4% from 3Q 2024). Profit margin: 12% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan.공시 • May 10BrainPad Inc. (TSE:3655) announces an Equity Buyback for 770,000 shares, representing 3.59% for ¥700 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 770,000 shares, representing 3.59% of its total shares outstanding (excluding treasury shares), for a total of ¥700 million. The purpose of repurchase program is to improve capital efficiency, enhance stock price stability, to prepare for agile capital policies and to expand the stock compensation ration for our officers and employees. The repurchase program is valid till July 31, 2025. As of March 31, 2025, the company had 21,441,464 shares outstanding (excluding treasury shares) and had 859,132 shares in treasury.New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥827, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 34% over the past three years.공시 • Mar 10BrainPad Inc. to Report Q3, 2025 Results on May 09, 2025BrainPad Inc. announced that they will report Q3, 2025 results on May 09, 2025분석 기사 • Feb 19Shareholders Will Be Pleased With The Quality of BrainPad's (TSE:3655) EarningsBrainPad Inc.'s ( TSE:3655 ) strong earnings report was rewarded with a positive stock price move. We did some digging...Reported Earnings • Feb 14Second quarter 2025 earnings released: EPS: JP¥16.57 (vs JP¥9.84 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.57 (up from JP¥9.84 in 2Q 2024). Revenue: JP¥3.04b (up 17% from 2Q 2024). Net income: JP¥355.0m (up 68% from 2Q 2024). Profit margin: 12% (up from 8.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.분석 기사 • Feb 13Should You Investigate BrainPad Inc. (TSE:3655) At JP¥1,341?BrainPad Inc. ( TSE:3655 ), is not the largest company out there, but it received a lot of attention from a substantial...Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,313, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 17% over the past three years.분석 기사 • Jan 29Here's What's Concerning About BrainPad's (TSE:3655) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...공시 • Jan 03BrainPad Inc. to Report Q2, 2025 Results on Feb 12, 2025BrainPad Inc. announced that they will report Q2, 2025 results on Feb 12, 2025Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,167, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the IT industry in Japan. Total loss to shareholders of 30% over the past three years.분석 기사 • Dec 05A Look At The Fair Value Of BrainPad Inc. (TSE:3655)Key Insights Using the 2 Stage Free Cash Flow to Equity, BrainPad fair value estimate is JP¥1,250 Current share price...Buy Or Sell Opportunity • Nov 20Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥1,010. The fair value is estimated to be JP¥1,269, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.분석 기사 • Nov 19Optimistic Investors Push BrainPad Inc. (TSE:3655) Shares Up 27% But Growth Is LackingBrainPad Inc. ( TSE:3655 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. But...Reported Earnings • Nov 15First quarter 2025 earnings released: EPS: JP¥15.70 (vs JP¥9.22 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.70 (up from JP¥9.22 in 1Q 2024). Revenue: JP¥2.81b (up 11% from 1Q 2024). Net income: JP¥336.0m (up 70% from 1Q 2024). Profit margin: 12% (up from 7.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT 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 23% per year, which means it is significantly lagging earnings.분석 기사 • Nov 13What Is BrainPad Inc.'s (TSE:3655) Share Price Doing?BrainPad Inc. ( TSE:3655 ), is not the largest company out there, but it led the TSE gainers with a relatively large...New Risk • Nov 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥965, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the IT industry in Japan. Total loss to shareholders of 59% over the past three years.공시 • Sep 24BrainPad Inc. to Report Q1, 2025 Results on Nov 12, 2024BrainPad Inc. announced that they will report Q1, 2025 results on Nov 12, 2024분석 기사 • Aug 19We Think BrainPad's (TSE:3655) Robust Earnings Are ConservativeEven though BrainPad Inc.'s ( TSE:3655 ) recent earnings release was robust, the market didn't seem to notice. We think...Reported Earnings • Aug 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥42.23 (up from JP¥23.71 in FY 2023). Revenue: JP¥10.6b (up 7.8% from FY 2023). Net income: JP¥909.0m (up 77% from FY 2023). Profit margin: 8.6% (up from 5.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공시 • Aug 09BrainPad Inc., Annual General Meeting, Sep 26, 2024BrainPad Inc., Annual General Meeting, Sep 26, 2024.분석 기사 • Aug 05BrainPad Inc.'s (TSE:3655) Share Price Is Still Matching Investor Opinion Despite 28% SlumpTo the annoyance of some shareholders, BrainPad Inc. ( TSE:3655 ) shares are down a considerable 28% in the last month...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥743, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 48% over the past three years.공시 • Jun 26BrainPad Inc. to Report Fiscal Year 2024 Results on Aug 09, 2024BrainPad Inc. announced that they will report fiscal year 2024 results on Aug 09, 2024Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 September 2024. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).Reported Earnings • May 12Third quarter 2024 earnings released: EPS: JP¥16.82 (vs JP¥3.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.82 (up from JP¥3.56 in 3Q 2023). Revenue: JP¥2.71b (up 4.6% from 3Q 2023). Net income: JP¥363.0m (up 371% from 3Q 2023). Profit margin: 13% (up from 3.0% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. 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 9% per year, which means it is significantly lagging earnings.공시 • May 11BrainPad Inc. (TSE:3655) announces an Equity Buyback for 170,000 shares, representing 0.79% for ¥200 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 170,000 shares, representing 0.79% of its total shares outstanding (excluding treasury shares), for a total of ¥200 million. The purpose of repurchase program is to return profits to shareholders and improve capital efficiency, as well as using the treasury stock for stock-based compensation for officers and employees, and for M&A and capital alliances using treasury stock. The repurchase program is valid till June 28, 2024. As of March 31, 2024, the company had 21,579,062 shares outstanding (excluding treasury shares) and had 721,534 shares in treasury.공시 • Mar 28BrainPad Inc. to Report Q3, 2024 Results on May 10, 2024BrainPad Inc. announced that they will report Q3, 2024 results on May 10, 2024분석 기사 • Feb 27Investors Appear Satisfied With BrainPad Inc.'s (TSE:3655) Prospects As Shares Rocket 43%BrainPad Inc. ( TSE:3655 ) shares have continued their recent momentum with a 43% gain in the last month alone. The...Reported Earnings • Feb 10Second quarter 2024 earnings released: EPS: JP¥9.84 (vs JP¥3.56 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.84 (up from JP¥3.56 in 2Q 2023). Revenue: JP¥2.61b (up 1.0% from 2Q 2023). Net income: JP¥212.0m (up 175% from 2Q 2023). Profit margin: 8.1% (up from 3.0% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.New Risk • Feb 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.공시 • Dec 16BrainPad Inc. to Report Q2, 2024 Results on Feb 09, 2024BrainPad Inc. announced that they will report Q2, 2024 results on Feb 09, 2024공시 • Sep 16BrainPad Inc. to Report Q1, 2024 Results on Nov 10, 2023BrainPad Inc. announced that they will report Q1, 2024 results on Nov 10, 2023공시 • Aug 12BrainPad Inc., Annual General Meeting, Sep 27, 2023BrainPad Inc., Annual General Meeting, Sep 27, 2023.공시 • Jun 13BrainPad Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023BrainPad Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023공시 • May 13BrainPad Inc. (TSE:3655) announces an Equity Buyback for 350,000 shares, representing 1.61% for ¥200 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares, representing 1.61% of its total shares outstanding (excluding treasury shares), for a total of ¥200 million. The purpose of repurchase program is to return profits to shareholders and improve capital efficiency. The repurchase program is valid till June 30, 2023. As of March 31, 2023, the company had 21,705,092 shares outstanding (excluding treasury shares) and had 595,504 shares in treasury.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥751, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 44% over the past three years.공시 • Dec 22BrainPad Inc. to Report Q2, 2023 Results on Feb 10, 2023BrainPad Inc. announced that they will report Q2, 2023 results on Feb 10, 2023Price Target Changed • Nov 16Price target decreased to JP¥1,600Down from JP¥1,900, the current price target is provided by 1 analyst. New target price is 64% above last closing price of JP¥974. Stock is down 59% over the past year. The company is forecast to post earnings per share of JP¥39.00 for next year compared to JP¥26.98 last year.공시 • Sep 28BrainPad Inc. to Report Q1, 2023 Results on Nov 11, 2022BrainPad Inc. announced that they will report Q1, 2023 results on Nov 11, 2022공시 • Aug 12BrainPad Inc., Annual General Meeting, Sep 29, 2022BrainPad Inc., Annual General Meeting, Sep 29, 2022.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,146, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥588 per share.공시 • Aug 11BrainPad Inc. (TSE:3655) announces an Equity Buyback for 300,000 shares, representing 1.37% for ¥300 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 1.37% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to return profits to shareholders and improve capital efficiency. The program will continue through October 31, 2022. As of June 30, 2022, the company had 21,928,002 issued shares (excluding treasury stock) and 372,594 treasury shares.공시 • Jun 30BrainPad Inc. (TSE:3655) agreed to acquire TimeTechnologies Ltd from Hadozaki Shun, Atsushi Ishii and Eriko Hideshima for ¥1 billion.BrainPad Inc. (TSE:3655) agreed to acquire TimeTechnologies Ltd from Hadozaki Shun, Atsushi Ishii and Eriko Hideshima for ¥1 billion on June 28, 2022. TimeTechnologies has a total assets of ¥154 million, net assets of ¥97.035 million, revenue of ¥332.647 million, EBIT of ¥55.785 million and net income of ¥38.991 million As of December 31, 2021. Execution date of share transfer is July 29, 2022.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,023, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥607 per share.공시 • Jun 03BrainPad Inc. to Report Fiscal Year 2022 Results on Aug 10, 2022BrainPad Inc. announced that they will report fiscal year 2022 results on Aug 10, 2022공시 • Apr 08BrainPad Inc. to Report Q3, 2022 Results on May 13, 2022BrainPad Inc. announced that they will report Q3, 2022 results on May 13, 2022Reported Earnings • Nov 15First quarter 2022 earnings released: EPS JP¥28.00 (vs JP¥10.13 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.02b (up 28% from 1Q 2021). Net income: JP¥207.0m (up 176% from 1Q 2021). Profit margin: 10% (up from 4.7% 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 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥80.93 (vs JP¥120 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥7.10b (up 7.2% from FY 2020). Net income: JP¥601.0m (down 30% from FY 2020). Profit margin: 8.5% (down from 13% in FY 2020). 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 4% per year.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥5,820, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 26x in the IT industry in Japan. Total returns to shareholders of 27% over the past three years.Reported Earnings • Aug 13Full year 2021 earnings released: EPS JP¥80.93 (vs JP¥120 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥7.10b (up 7.2% from FY 2020). Net income: JP¥601.0m (down 30% from FY 2020). Profit margin: 8.5% (down from 13% in FY 2020). 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 increased by 3% per year.공시 • Aug 13BrainPad Inc. (TSE:3655) announces an Equity Buyback for 130,000 shares, representing 1.75% for ¥800 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, representing 1.75% of its issued share capital, for ¥800 million. The purpose of the program is to return profits to shareholders and improve capital efficiency, treasury stock will be used for stock compensation for officers and employees, and for M&A and capital tie-ups. The program will expire on December 31, 2021. As of June 30, 2021, the company had 7,433,205 shares in issue and 327 shares in treasury.공시 • Mar 21BrainPad Inc. to Report Q3, 2021 Results on May 14, 2021BrainPad Inc. announced that they will report Q3, 2021 results on May 14, 2021Major Estimate Revision • Mar 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from JP¥40.75 to JP¥53.45. Revenue forecast unchanged at JP¥6.90b. Net income forecast to grow 20% next year vs 16% growth forecast for IT industry in Japan. Consensus price target of JP¥4,850 unchanged from last update. Share price rose 12% to JP¥5,560 over the past week.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥5,510, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 26x in the IT industry in Japan. Total returns to shareholders of 110% over the past three years.Is New 90 Day High Low • Feb 20New 90-day high: JP¥4,965The company is up 24% from its price of JP¥4,000 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥848 per share.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥4,965, the stock is trading at a trailing P/E ratio of 70.1x, up from the previous P/E ratio of 60.4x. This compares to an average P/E of 28x in the IT industry in Japan. Total returns to shareholders over the past three years are 105%.Reported Earnings • Feb 14Second quarter 2021 earnings released: EPS JP¥13.05 (vs JP¥41.08 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥1.62b (flat on 2Q 2020). Net income: JP¥97.0m (down 67% from 2Q 2020). Profit margin: 6.0% (down from 18% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.공시 • Dec 24BrainPad Inc. to Report Q2, 2021 Results on Feb 12, 2021BrainPad Inc. announced that they will report Q2, 2021 results on Feb 12, 2021Is New 90 Day High Low • Dec 09New 90-day high: JP¥4,520The company is up 14% from its price of JP¥3,965 on 10 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,073 per share.Price Target Changed • Dec 01Price target lowered to JP¥4,850Down from JP¥6,250, the current price target is an average from 2 analysts. The new target price is 13% above the current share price of JP¥4,280. As of last close, the stock is down 25% over the past year.공시 • Nov 22BrainPad Inc. announced that it expects to receive funding from ITOCHU CorporationBrainPad Inc. (TSE:3655) announced that it has entered into an capital alliance agreement with ITOCHU Corporation (TSE:8001) on November 20, 2020.공시 • Oct 04BrainPad Inc. to Report Q1, 2021 Results on Nov 12, 2020BrainPad Inc. announced that they will report Q1, 2021 results on Nov 12, 2020공시 • Jun 29BrainPad Inc. to Report Q4, 2020 Results on Aug 12, 2020BrainPad Inc. announced that they will report Q4, 2020 results on Aug 12, 2020이익 및 매출 성장 예측TSE:3655 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202817,6001,550N/AN/A16/30/202715,4001,350N/AN/A16/30/202613,5001,150N/AN/A112/31/202511,788102468628N/A9/30/202511,772801N/AN/AN/A6/30/202511,7721,0631,2111,350N/A3/31/202511,6071,195N/AN/AN/A12/31/202411,2681,1901,5391,673N/A9/30/202410,8361,047N/AN/AN/A6/30/202410,5619091,4391,538N/A3/31/202410,436850N/AN/AN/A12/31/202310,2106031,0021,070N/A9/30/202310,061565N/AN/AN/A6/30/20239,797515728889N/A9/30/20217,545733N/AN/AN/A6/30/20217,101601542779N/A3/31/20216,880559N/AN/AN/A12/31/20206,634522552740N/A9/30/20206,649716N/AN/AN/A6/30/20206,621857534761N/A3/31/20206,473943N/AN/AN/A12/31/20196,3571,0498071,061N/A9/30/20196,060950N/AN/AN/A6/30/20195,676880N/A1,038N/A3/31/20195,264738N/AN/AN/A12/31/20184,869599N/A799N/A9/30/20184,575518N/AN/AN/A6/30/20184,331406N/A760N/A3/31/20184,100325N/AN/AN/A12/31/20173,905253N/A479N/A9/30/20173,646172N/AN/AN/A6/30/20173,528150N/A283N/A3/31/20173,286111N/AN/AN/A12/31/20163,162120N/A358N/A9/30/20163,083153N/AN/AN/A6/30/20162,899105N/A428N/A3/31/20162,850149N/AN/AN/A12/31/20152,70182N/A272N/A9/30/20152,700-54N/AN/AN/A6/30/20152,712-17N/A431N/A3/31/20152,725-25N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3655 의 연간 예상 수익 증가율(47.1%)이 saving rate(0.7%)보다 높습니다.수익 vs 시장: 3655 의 연간 수익(47.1%)이 JP 시장(9.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 3655 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 3655 의 수익(연간 15.4%)이 JP 시장(연간 6.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 3655 의 수익(연간 15.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3655의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/03/18 16:05종가2026/03/16 00:00수익2025/12/31연간 수익2025/06/30데이터 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 소스BrainPad Inc.는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Teruo IsozakiIchiyoshi Research Institute Inc.Daisaku MasunoNomura Securities Co. Ltd.null nullStorm Research Limited
Price Target Changed • Nov 16Price target decreased to JP¥1,600Down from JP¥1,900, the current price target is provided by 1 analyst. New target price is 64% above last closing price of JP¥974. Stock is down 59% over the past year. The company is forecast to post earnings per share of JP¥39.00 for next year compared to JP¥26.98 last year.
Major Estimate Revision • Mar 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from JP¥40.75 to JP¥53.45. Revenue forecast unchanged at JP¥6.90b. Net income forecast to grow 20% next year vs 16% growth forecast for IT industry in Japan. Consensus price target of JP¥4,850 unchanged from last update. Share price rose 12% to JP¥5,560 over the past week.
Price Target Changed • Dec 01Price target lowered to JP¥4,850Down from JP¥6,250, the current price target is an average from 2 analysts. The new target price is 13% above the current share price of JP¥4,280. As of last close, the stock is down 25% over the past year.
New Risk • Feb 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 11% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
Reported Earnings • Feb 14Second quarter 2026 earnings released: JP¥16.43 loss per share (vs JP¥16.57 profit in 2Q 2025)Second quarter 2026 results: JP¥16.43 loss per share (down from JP¥16.57 profit in 2Q 2025). Revenue: JP¥3.06b (flat on 2Q 2025). Net loss: JP¥343.4m (down 197% from profit in 2Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan.
공시 • Dec 16Fujitsu Limited (TSE:6702) completed the acquisition of 86.30% stake in BrainPad Inc. (TSE:3655) from a group of shareholders for ¥48.8 billion.Fujitsu Limited (TSE:6702) proposed to acquire BrainPad Inc. (TSE:3655) from a group of shareholders for ¥56.6 billion on October 30, 2025. A cash consideration of ¥56.58 billion valued at ¥2706 per share will be paid by Fujitsu Limited. As part of consideration, ¥56.58 billion is paid towards common equity of BrainPad Inc. The transaction is subject to approval of merger agreement by target board and minimum tender of 13,883,800 shares. The Board of Directors of BrainPad Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board of BrainPad Inc. The tender offer will close on December 15, 2025. Nomura Securities Co., Ltd. acted as financial advisor and fairness opinion provider for special committee of BrainPad Inc. Daiwa Securities Co. Ltd. acted as financial advisor and fairness opinion provider for Fujitsu Limited and as tender offer agent. Nagashima Ohno & Tsunematsu acted as legal advisor for BrainPad Inc. Mori Hamada & Matsumoto LPC acted as legal advisor for Fujitsu Limited. Fujitsu Limited (TSE:6702) completed the acquisition of 86.30% stake in BrainPad Inc. (TSE:3655) from a group of shareholders for ¥48.8 billion on December 15, 2025. Fujitsu Limited received 18.044811 million shares in BrainPad Inc. during tender offer period and has achieved the minimum tender condition. The settlement of is scheduled to take place on December 22, 2025. The Master Trust Bank of Japan, Ltd. (Trust Account) and DisciPline Inc. have tendered all of their shares during the tender offer period.
공시 • Dec 01BrainPad Inc. to Report Q2, 2026 Results on Feb 13, 2026BrainPad Inc. announced that they will report Q2, 2026 results on Feb 13, 2026
Reported Earnings • Nov 18First quarter 2026 earnings released: EPS: JP¥3.50 (vs JP¥15.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥3.50 (down from JP¥15.70 in 1Q 2025). Revenue: JP¥2.81b (flat on 1Q 2025). Net income: JP¥73.0m (down 78% from 1Q 2025). Profit margin: 2.6% (down from 12% in 1Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan.
New Risk • Oct 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,677, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 102% over the past three years.
공시 • Oct 30Fujitsu Limited (TSE:6702) proposed to acquire BrainPad Inc. (TSE:3655) from Resona Holdings, Inc. (TSE:8308) and DisciPline Inc., Seinosuke Sato and Takafumi Takahashi for ¥56.6 billion.Fujitsu Limited (TSE:6702) proposed to acquire BrainPad Inc. (TSE:3655) from Resona Holdings, Inc. (TSE:8308) and DisciPline Inc., Seinosuke Sato and Takafumi Takahashi for ¥56.6 billion on October 30, 2025. A cash consideration of ¥56.58 billion valued at ¥2706 per share will be paid by Fujitsu Limited. As part of consideration, ¥56.58 billion is paid towards common equity of BrainPad Inc. The transaction is subject to approval of merger agreement by target board and minimum tender. The Board of Directors of BrainPad Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board of BrainPad Inc. Nomura Securities Co., Ltd. acted as financial advisor for BrainPad Inc. Daiwa Securities Co. Ltd. acted as financial advisor for BrainPad Inc. Nagashima Ohno & Tsunematsu acted as legal advisor for BrainPad Inc. Mori Hamada & Matsumoto LPC acted as legal advisor for BrainPad Inc.
공시 • Sep 27BrainPad Inc. to Report Q1, 2026 Results on Nov 14, 2025BrainPad Inc. announced that they will report Q1, 2026 results on Nov 14, 2025
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,187, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 3.7% over the past three years.
Reported Earnings • Aug 09Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥49.77 (up from JP¥42.23 in FY 2024). Revenue: JP¥11.8b (up 12% from FY 2024). Net income: JP¥1.06b (up 17% from FY 2024). Profit margin: 9.0% (up from 8.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan.
공시 • Aug 08BrainPad Inc., Annual General Meeting, Sep 25, 2025BrainPad Inc., Annual General Meeting, Sep 25, 2025.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,413, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 46% over the past three years.
공시 • Jun 03BrainPad Inc. to Report Fiscal Year 2025 Results on Aug 08, 2025BrainPad Inc. announced that they will report fiscal year 2025 results on Aug 08, 2025
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,272, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 20% over the past three years.
Declared Dividend • May 15Dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 27th June 2025 Payment date: 29th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 11%.
New Risk • May 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Reported Earnings • May 10Third quarter 2025 earnings released: EPS: JP¥17.16 (vs JP¥16.82 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.16 (up from JP¥16.82 in 3Q 2024). Revenue: JP¥3.05b (up 13% from 3Q 2024). Net income: JP¥368.0m (up 1.4% from 3Q 2024). Profit margin: 12% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan.
공시 • May 10BrainPad Inc. (TSE:3655) announces an Equity Buyback for 770,000 shares, representing 3.59% for ¥700 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 770,000 shares, representing 3.59% of its total shares outstanding (excluding treasury shares), for a total of ¥700 million. The purpose of repurchase program is to improve capital efficiency, enhance stock price stability, to prepare for agile capital policies and to expand the stock compensation ration for our officers and employees. The repurchase program is valid till July 31, 2025. As of March 31, 2025, the company had 21,441,464 shares outstanding (excluding treasury shares) and had 859,132 shares in treasury.
New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥827, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 34% over the past three years.
공시 • Mar 10BrainPad Inc. to Report Q3, 2025 Results on May 09, 2025BrainPad Inc. announced that they will report Q3, 2025 results on May 09, 2025
분석 기사 • Feb 19Shareholders Will Be Pleased With The Quality of BrainPad's (TSE:3655) EarningsBrainPad Inc.'s ( TSE:3655 ) strong earnings report was rewarded with a positive stock price move. We did some digging...
Reported Earnings • Feb 14Second quarter 2025 earnings released: EPS: JP¥16.57 (vs JP¥9.84 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.57 (up from JP¥9.84 in 2Q 2024). Revenue: JP¥3.04b (up 17% from 2Q 2024). Net income: JP¥355.0m (up 68% from 2Q 2024). Profit margin: 12% (up from 8.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.
분석 기사 • Feb 13Should You Investigate BrainPad Inc. (TSE:3655) At JP¥1,341?BrainPad Inc. ( TSE:3655 ), is not the largest company out there, but it received a lot of attention from a substantial...
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,313, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 17% over the past three years.
분석 기사 • Jan 29Here's What's Concerning About BrainPad's (TSE:3655) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
공시 • Jan 03BrainPad Inc. to Report Q2, 2025 Results on Feb 12, 2025BrainPad Inc. announced that they will report Q2, 2025 results on Feb 12, 2025
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,167, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the IT industry in Japan. Total loss to shareholders of 30% over the past three years.
분석 기사 • Dec 05A Look At The Fair Value Of BrainPad Inc. (TSE:3655)Key Insights Using the 2 Stage Free Cash Flow to Equity, BrainPad fair value estimate is JP¥1,250 Current share price...
Buy Or Sell Opportunity • Nov 20Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥1,010. The fair value is estimated to be JP¥1,269, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
분석 기사 • Nov 19Optimistic Investors Push BrainPad Inc. (TSE:3655) Shares Up 27% But Growth Is LackingBrainPad Inc. ( TSE:3655 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. But...
Reported Earnings • Nov 15First quarter 2025 earnings released: EPS: JP¥15.70 (vs JP¥9.22 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.70 (up from JP¥9.22 in 1Q 2024). Revenue: JP¥2.81b (up 11% from 1Q 2024). Net income: JP¥336.0m (up 70% from 1Q 2024). Profit margin: 12% (up from 7.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT 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 23% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 13What Is BrainPad Inc.'s (TSE:3655) Share Price Doing?BrainPad Inc. ( TSE:3655 ), is not the largest company out there, but it led the TSE gainers with a relatively large...
New Risk • Nov 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥965, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the IT industry in Japan. Total loss to shareholders of 59% over the past three years.
공시 • Sep 24BrainPad Inc. to Report Q1, 2025 Results on Nov 12, 2024BrainPad Inc. announced that they will report Q1, 2025 results on Nov 12, 2024
분석 기사 • Aug 19We Think BrainPad's (TSE:3655) Robust Earnings Are ConservativeEven though BrainPad Inc.'s ( TSE:3655 ) recent earnings release was robust, the market didn't seem to notice. We think...
Reported Earnings • Aug 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥42.23 (up from JP¥23.71 in FY 2023). Revenue: JP¥10.6b (up 7.8% from FY 2023). Net income: JP¥909.0m (up 77% from FY 2023). Profit margin: 8.6% (up from 5.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공시 • Aug 09BrainPad Inc., Annual General Meeting, Sep 26, 2024BrainPad Inc., Annual General Meeting, Sep 26, 2024.
분석 기사 • Aug 05BrainPad Inc.'s (TSE:3655) Share Price Is Still Matching Investor Opinion Despite 28% SlumpTo the annoyance of some shareholders, BrainPad Inc. ( TSE:3655 ) shares are down a considerable 28% in the last month...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥743, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 48% over the past three years.
공시 • Jun 26BrainPad Inc. to Report Fiscal Year 2024 Results on Aug 09, 2024BrainPad Inc. announced that they will report fiscal year 2024 results on Aug 09, 2024
Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 September 2024. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
Reported Earnings • May 12Third quarter 2024 earnings released: EPS: JP¥16.82 (vs JP¥3.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.82 (up from JP¥3.56 in 3Q 2023). Revenue: JP¥2.71b (up 4.6% from 3Q 2023). Net income: JP¥363.0m (up 371% from 3Q 2023). Profit margin: 13% (up from 3.0% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. 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 9% per year, which means it is significantly lagging earnings.
공시 • May 11BrainPad Inc. (TSE:3655) announces an Equity Buyback for 170,000 shares, representing 0.79% for ¥200 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 170,000 shares, representing 0.79% of its total shares outstanding (excluding treasury shares), for a total of ¥200 million. The purpose of repurchase program is to return profits to shareholders and improve capital efficiency, as well as using the treasury stock for stock-based compensation for officers and employees, and for M&A and capital alliances using treasury stock. The repurchase program is valid till June 28, 2024. As of March 31, 2024, the company had 21,579,062 shares outstanding (excluding treasury shares) and had 721,534 shares in treasury.
공시 • Mar 28BrainPad Inc. to Report Q3, 2024 Results on May 10, 2024BrainPad Inc. announced that they will report Q3, 2024 results on May 10, 2024
분석 기사 • Feb 27Investors Appear Satisfied With BrainPad Inc.'s (TSE:3655) Prospects As Shares Rocket 43%BrainPad Inc. ( TSE:3655 ) shares have continued their recent momentum with a 43% gain in the last month alone. The...
Reported Earnings • Feb 10Second quarter 2024 earnings released: EPS: JP¥9.84 (vs JP¥3.56 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.84 (up from JP¥3.56 in 2Q 2023). Revenue: JP¥2.61b (up 1.0% from 2Q 2023). Net income: JP¥212.0m (up 175% from 2Q 2023). Profit margin: 8.1% (up from 3.0% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
New Risk • Feb 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
공시 • Dec 16BrainPad Inc. to Report Q2, 2024 Results on Feb 09, 2024BrainPad Inc. announced that they will report Q2, 2024 results on Feb 09, 2024
공시 • Sep 16BrainPad Inc. to Report Q1, 2024 Results on Nov 10, 2023BrainPad Inc. announced that they will report Q1, 2024 results on Nov 10, 2023
공시 • Aug 12BrainPad Inc., Annual General Meeting, Sep 27, 2023BrainPad Inc., Annual General Meeting, Sep 27, 2023.
공시 • Jun 13BrainPad Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023BrainPad Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023
공시 • May 13BrainPad Inc. (TSE:3655) announces an Equity Buyback for 350,000 shares, representing 1.61% for ¥200 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares, representing 1.61% of its total shares outstanding (excluding treasury shares), for a total of ¥200 million. The purpose of repurchase program is to return profits to shareholders and improve capital efficiency. The repurchase program is valid till June 30, 2023. As of March 31, 2023, the company had 21,705,092 shares outstanding (excluding treasury shares) and had 595,504 shares in treasury.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥751, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 44% over the past three years.
공시 • Dec 22BrainPad Inc. to Report Q2, 2023 Results on Feb 10, 2023BrainPad Inc. announced that they will report Q2, 2023 results on Feb 10, 2023
Price Target Changed • Nov 16Price target decreased to JP¥1,600Down from JP¥1,900, the current price target is provided by 1 analyst. New target price is 64% above last closing price of JP¥974. Stock is down 59% over the past year. The company is forecast to post earnings per share of JP¥39.00 for next year compared to JP¥26.98 last year.
공시 • Sep 28BrainPad Inc. to Report Q1, 2023 Results on Nov 11, 2022BrainPad Inc. announced that they will report Q1, 2023 results on Nov 11, 2022
공시 • Aug 12BrainPad Inc., Annual General Meeting, Sep 29, 2022BrainPad Inc., Annual General Meeting, Sep 29, 2022.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,146, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥588 per share.
공시 • Aug 11BrainPad Inc. (TSE:3655) announces an Equity Buyback for 300,000 shares, representing 1.37% for ¥300 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 1.37% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to return profits to shareholders and improve capital efficiency. The program will continue through October 31, 2022. As of June 30, 2022, the company had 21,928,002 issued shares (excluding treasury stock) and 372,594 treasury shares.
공시 • Jun 30BrainPad Inc. (TSE:3655) agreed to acquire TimeTechnologies Ltd from Hadozaki Shun, Atsushi Ishii and Eriko Hideshima for ¥1 billion.BrainPad Inc. (TSE:3655) agreed to acquire TimeTechnologies Ltd from Hadozaki Shun, Atsushi Ishii and Eriko Hideshima for ¥1 billion on June 28, 2022. TimeTechnologies has a total assets of ¥154 million, net assets of ¥97.035 million, revenue of ¥332.647 million, EBIT of ¥55.785 million and net income of ¥38.991 million As of December 31, 2021. Execution date of share transfer is July 29, 2022.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,023, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥607 per share.
공시 • Jun 03BrainPad Inc. to Report Fiscal Year 2022 Results on Aug 10, 2022BrainPad Inc. announced that they will report fiscal year 2022 results on Aug 10, 2022
공시 • Apr 08BrainPad Inc. to Report Q3, 2022 Results on May 13, 2022BrainPad Inc. announced that they will report Q3, 2022 results on May 13, 2022
Reported Earnings • Nov 15First quarter 2022 earnings released: EPS JP¥28.00 (vs JP¥10.13 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.02b (up 28% from 1Q 2021). Net income: JP¥207.0m (up 176% from 1Q 2021). Profit margin: 10% (up from 4.7% 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 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥80.93 (vs JP¥120 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥7.10b (up 7.2% from FY 2020). Net income: JP¥601.0m (down 30% from FY 2020). Profit margin: 8.5% (down from 13% in FY 2020). 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 4% per year.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥5,820, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 26x in the IT industry in Japan. Total returns to shareholders of 27% over the past three years.
Reported Earnings • Aug 13Full year 2021 earnings released: EPS JP¥80.93 (vs JP¥120 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥7.10b (up 7.2% from FY 2020). Net income: JP¥601.0m (down 30% from FY 2020). Profit margin: 8.5% (down from 13% in FY 2020). 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 increased by 3% per year.
공시 • Aug 13BrainPad Inc. (TSE:3655) announces an Equity Buyback for 130,000 shares, representing 1.75% for ¥800 million.BrainPad Inc. (TSE:3655) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, representing 1.75% of its issued share capital, for ¥800 million. The purpose of the program is to return profits to shareholders and improve capital efficiency, treasury stock will be used for stock compensation for officers and employees, and for M&A and capital tie-ups. The program will expire on December 31, 2021. As of June 30, 2021, the company had 7,433,205 shares in issue and 327 shares in treasury.
공시 • Mar 21BrainPad Inc. to Report Q3, 2021 Results on May 14, 2021BrainPad Inc. announced that they will report Q3, 2021 results on May 14, 2021
Major Estimate Revision • Mar 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from JP¥40.75 to JP¥53.45. Revenue forecast unchanged at JP¥6.90b. Net income forecast to grow 20% next year vs 16% growth forecast for IT industry in Japan. Consensus price target of JP¥4,850 unchanged from last update. Share price rose 12% to JP¥5,560 over the past week.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥5,510, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 26x in the IT industry in Japan. Total returns to shareholders of 110% over the past three years.
Is New 90 Day High Low • Feb 20New 90-day high: JP¥4,965The company is up 24% from its price of JP¥4,000 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥848 per share.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥4,965, the stock is trading at a trailing P/E ratio of 70.1x, up from the previous P/E ratio of 60.4x. This compares to an average P/E of 28x in the IT industry in Japan. Total returns to shareholders over the past three years are 105%.
Reported Earnings • Feb 14Second quarter 2021 earnings released: EPS JP¥13.05 (vs JP¥41.08 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥1.62b (flat on 2Q 2020). Net income: JP¥97.0m (down 67% from 2Q 2020). Profit margin: 6.0% (down from 18% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.
공시 • Dec 24BrainPad Inc. to Report Q2, 2021 Results on Feb 12, 2021BrainPad Inc. announced that they will report Q2, 2021 results on Feb 12, 2021
Is New 90 Day High Low • Dec 09New 90-day high: JP¥4,520The company is up 14% from its price of JP¥3,965 on 10 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,073 per share.
Price Target Changed • Dec 01Price target lowered to JP¥4,850Down from JP¥6,250, the current price target is an average from 2 analysts. The new target price is 13% above the current share price of JP¥4,280. As of last close, the stock is down 25% over the past year.
공시 • Nov 22BrainPad Inc. announced that it expects to receive funding from ITOCHU CorporationBrainPad Inc. (TSE:3655) announced that it has entered into an capital alliance agreement with ITOCHU Corporation (TSE:8001) on November 20, 2020.
공시 • Oct 04BrainPad Inc. to Report Q1, 2021 Results on Nov 12, 2020BrainPad Inc. announced that they will report Q1, 2021 results on Nov 12, 2020
공시 • Jun 29BrainPad Inc. to Report Q4, 2020 Results on Aug 12, 2020BrainPad Inc. announced that they will report Q4, 2020 results on Aug 12, 2020