View ValuationAdvanced Media 향후 성장Future 기준 점검 0/6Advanced Media 의 수익은 연간 23.4% 감소할 것으로 예상되는 반면, 연간 수익은 4.7% 로 증가할 것으로 예상됩니다. EPS는 연간 23.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.9% 로 예상됩니다.핵심 정보-23.4%이익 성장률-23.43%EPS 성장률Software 이익 성장13.4%매출 성장률4.7%향후 자기자본이익률7.90%애널리스트 커버리지Low마지막 업데이트20 Feb 2026최근 향후 성장 업데이트공시 • Feb 15Advanced Media, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Advanced Media, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 8,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 1,400 million or JPY 89.54 basic earnings per share.모든 업데이트 보기Recent updates분석 기사 • May 21Advanced Media (TSE:3773) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLast week's profit announcement from Advanced Media, Inc. ( TSE:3773 ) was underwhelming for investors, despite...Reported Earnings • May 16Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥111 (up from JP¥90.36 in FY 2025). Revenue: JP¥7.06b (up 6.0% from FY 2025). Net income: JP¥1.74b (up 24% from FY 2025). Profit margin: 25% (up from 21% in FY 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 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 24% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥893, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 45% over the past three years.Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥942. The fair value is estimated to be JP¥1,180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.공시 • May 13Advanced Media, Inc., Annual General Meeting, Jun 25, 2026Advanced Media, Inc., Annual General Meeting, Jun 25, 2026.New Risk • May 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.7b market cap, or US$99.5m).Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,119, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 36% over the past three years.공시 • Mar 27Advanced Media, Inc. (TSE:3773) announces an Equity Buyback for 2,500,000 shares, representing 15.96% for ¥3,000 million.Advanced Media, Inc. (TSE:3773) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 15.96% of its share capital, for ¥3,000 million. The purpose of the program is to improve capital efficiency, as well as to enhance shareholder returns and facilitate the implementation of a flexible capital policy aimed at future business expansion. The program will expire on March 27, 2027. As of February 28, 2026, the company had 15,660,391 shares in issue (excluding treasury stock) and 2,732,333 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).New Risk • Mar 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.6b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.6b market cap, or US$99.4m).공시 • Feb 15Advanced Media, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Advanced Media, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 8,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 1,400 million or JPY 89.54 basic earnings per share.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥12.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.65 (up from JP¥12.31 in 3Q 2025). Revenue: JP¥1.84b (up 15% from 3Q 2025). Net income: JP¥339.0m (up 77% from 3Q 2025). Profit margin: 18% (up from 12% in 3Q 2025). Revenue is forecast to grow 5.7% 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 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.분석 기사 • Nov 19Advanced Media's (TSE:3773) Earnings Are Of Questionable QualityAdvanced Media, Inc.'s ( TSE:3773 ) robust earnings report didn't manage to move the market for its stock. Our analysis...New Risk • Nov 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 104% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (104% cash payout ratio). Large one-off items impacting financial results.Declared Dividend • Nov 10Dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 31% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 31% over the next 3 years. However, it would need to fall by 69% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥30.08 (vs JP¥21.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.08 (up from JP¥21.75 in 2Q 2025). Revenue: JP¥1.67b (down 1.1% from 2Q 2025). Net income: JP¥470.6m (up 39% from 2Q 2025). Profit margin: 28% (up from 20% in 2Q 2025). Revenue is forecast to grow 5.9% 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 25% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Oct 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.8m).New Risk • Sep 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).공시 • Sep 03Advanced Media, Inc. to Report Q2, 2026 Results on Nov 07, 2025Advanced Media, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥11.80 (vs JP¥13.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.80 (down from JP¥13.32 in 1Q 2025). Revenue: JP¥1.51b (up 1.8% from 1Q 2025). Net income: JP¥184.0m (down 11% from 1Q 2025). Profit margin: 12% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. 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 28% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥969, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 11% over the past three years.공시 • Jun 29Advanced Media, Inc. to Report Q1, 2026 Results on Aug 08, 2025Advanced Media, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025분석 기사 • May 15Advanced Media, Inc. (TSE:3773) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedAdvanced Media, Inc. ( TSE:3773 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • May 12Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥90.36 (up from JP¥64.82 in FY 2024). Revenue: JP¥6.67b (up 11% from FY 2024). Net income: JP¥1.41b (up 40% from FY 2024). Profit margin: 21% (up from 17% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 11% p.a. on average during the next 2 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 32% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.분석 기사 • May 09We Think Advanced Media (TSE:3773) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • May 09Advanced Media, Inc., Annual General Meeting, Jun 26, 2025Advanced Media, Inc., Annual General Meeting, Jun 26, 2025.공시 • Apr 09Advanced Media, Inc. to Report Fiscal Year 2025 Results on May 09, 2025Advanced Media, Inc. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 09, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥706, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Software industry in Japan. Total returns to shareholders of 27% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).분석 기사 • Feb 28Advanced Media, Inc. (TSE:3773) Might Not Be As Mispriced As It Looks After Plunging 27%Advanced Media, Inc. ( TSE:3773 ) shareholders won't be pleased to see that the share price has had a very rough month...New Risk • Feb 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.1b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥15.1b market cap, or US$98.5m).Buy Or Sell Opportunity • Feb 08Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,021. The fair value is estimated to be JP¥1,426, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.공시 • Jan 24Advanced Media, Inc. to Report Q3, 2025 Results on Feb 07, 2025Advanced Media, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.1% average weekly change).Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥21.75 (vs JP¥23.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.75 (down from JP¥23.34 in 2Q 2024). Revenue: JP¥1.68b (up 1.5% from 2Q 2024). Net income: JP¥339.0m (down 6.4% from 2Q 2024). Profit margin: 20% (down from 22% in 2Q 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 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 04The Market Lifts Advanced Media, Inc. (TSE:3773) Shares 32% But It Can Do MoreAdvanced Media, Inc. ( TSE:3773 ) shareholders are no doubt pleased to see that the share price has bounced 32% in the...공시 • Sep 03Advanced Media, Inc. to Report Q2, 2025 Results on Nov 08, 2024Advanced Media, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥13.32 (vs JP¥6.47 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.32 (up from JP¥6.47 in 1Q 2024). Revenue: JP¥1.48b (up 21% from 1Q 2024). Net income: JP¥207.0m (up 107% from 1Q 2024). Profit margin: 14% (up from 8.1% in 1Q 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 9.8% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.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 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (JP¥13.0b market cap, or US$91.4m).분석 기사 • Aug 03These 4 Measures Indicate That Advanced Media (TSE:3773) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥967, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Software industry in Japan. Total returns to shareholders of 41% over the past three years.Buy Or Sell Opportunity • Jul 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥1,065. The fair value is estimated to be JP¥1,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to JP¥1,087. The fair value is estimated to be JP¥1,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.공시 • Jun 30Advanced Media, Inc. to Report Q1, 2025 Results on Aug 07, 2024Advanced Media, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024Buy Or Sell Opportunity • Jun 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to JP¥1,045. The fair value is estimated to be JP¥1,379, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.분석 기사 • May 24The Price Is Right For Advanced Media, Inc. (TSE:3773) Even After Diving 27%To the annoyance of some shareholders, Advanced Media, Inc. ( TSE:3773 ) shares are down a considerable 27% in the last...Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,170, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Software industry in Japan. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,370 per share.Reported Earnings • May 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥64.82 (up from JP¥52.03 in FY 2023). Revenue: JP¥6.00b (up 16% from FY 2023). Net income: JP¥1.01b (up 16% from FY 2023). Profit margin: 17% (in line with FY 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 14% p.a. on average during the next 2 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 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.공시 • May 12Advanced Media, Inc., Annual General Meeting, Jun 26, 2024Advanced Media, Inc., Annual General Meeting, Jun 26, 2024.Buy Or Sell Opportunity • May 10Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,428. The fair value is estimated to be JP¥2,005, 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 32%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,600. The fair value is estimated to be JP¥2,017, 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 32%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).공시 • Mar 03Advanced Media, Inc. to Report Fiscal Year 2024 Results on May 10, 2024Advanced Media, Inc. announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥13.46 (vs JP¥10.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.46 (up from JP¥10.08 in 3Q 2023). Revenue: JP¥1.44b (up 19% from 3Q 2023). Net income: JP¥209.0m (up 34% from 3Q 2023). Profit margin: 14% (up from 13% in 3Q 2023). 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 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 31% per year.Buying Opportunity • Dec 05Now 22% undervaluedOver the last 90 days, the stock is up 3.4%. The fair value is estimated to be JP¥2,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,693, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in Japan. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,258 per share.공시 • Dec 03Advanced Media, Inc. to Report Q3, 2024 Results on Feb 09, 2024Advanced Media, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥23.34 (vs JP¥10.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.34 (up from JP¥10.92 in 2Q 2023). Revenue: JP¥1.66b (up 33% from 2Q 2023). Net income: JP¥362.0m (up 92% from 2Q 2023). Profit margin: 22% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 27% per year whereas the company’s share price has increased by 26% per year.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,607, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,123 per share.공시 • Sep 28Advanced Media, Inc. to Report Q2, 2024 Results on Nov 07, 2023Advanced Media, Inc. announced that they will report Q2, 2024 results on Nov 07, 2023New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 2.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥6.47 (vs JP¥5.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.47. Revenue: JP¥1.23b (up 16% from 1Q 2023). Net income: JP¥100.0m (down 3.8% from 1Q 2023). Profit margin: 8.1% (down from 9.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.공시 • Jul 07Advanced Media, Inc. to Report Q1, 2024 Results on Aug 04, 2023Advanced Media, Inc. announced that they will report Q1, 2024 results on Aug 04, 2023Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,021, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 32x in the Software industry in Japan. Total returns to shareholders of 79% over the past three years.New Risk • Jun 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,808, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Software industry in Japan. Total returns to shareholders of 53% over the past three years.Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥52.03 (up from JP¥24.38 in FY 2022). Revenue: JP¥5.18b (up 16% from FY 2022). Net income: JP¥867.0m (up 94% from FY 2022). Profit margin: 17% (up from 10.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 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 increased by 24% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 14Advanced Media, Inc., Annual General Meeting, Jun 28, 2023Advanced Media, Inc., Annual General Meeting, Jun 28, 2023.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,729, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Software industry in Japan. Total returns to shareholders of 115% over the past three years.Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥10.08 (vs JP¥5.71 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.08 (up from JP¥5.71 in 3Q 2022). Revenue: JP¥1.21b (up 9.3% from 3Q 2022). Net income: JP¥156.0m (up 49% from 3Q 2022). Profit margin: 13% (up from 9.5% in 3Q 2022). 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 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Jan 07Advanced Media, Inc. to Report Q3, 2023 Results on Feb 03, 2023Advanced Media, Inc. announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥0.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.92 (up from JP¥0.33 loss in 2Q 2022). Revenue: JP¥1.25b (up 22% from 2Q 2022). Net income: JP¥189.0m (up JP¥195.0m from 2Q 2022). Profit margin: 15% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Board Change • Nov 16No independent directorsThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. No independent directors (6 non-independent directors). Founder, Chairman, Chief Executive Officer, President and Executive Officer Kiyoyuki Suzuki is the most experienced director on the board, commencing their role in 1997. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥0.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.92 (up from JP¥0.33 loss in 2Q 2022). Revenue: JP¥1.25b (up 22% from 2Q 2022). Net income: JP¥189.0m (up JP¥195.0m from 2Q 2022). Profit margin: 15% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Sep 23Advanced Media, Inc. to Report Q2, 2023 Results on Nov 08, 2022Advanced Media, Inc. announced that they will report Q2, 2023 results on Nov 08, 2022Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 47%. The fair value is estimated to be JP¥1,152, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 9.6% in a year. Earnings is forecast to grow by 31% in the next year.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,036, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 2.3% over the past three years.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥916, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 14% over the past three years.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥5.65 (vs JP¥1.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.65 (up from JP¥1.20 in 1Q 2022). Revenue: JP¥1.06b (up 18% from 1Q 2022). Net income: JP¥104.0m (up 373% from 1Q 2022). Profit margin: 9.8% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.6%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.공시 • Jul 03Advanced Media, Inc. to Report Q1, 2023 Results on Aug 05, 2022Advanced Media, Inc. announced that they will report Q1, 2023 results on Aug 05, 2022공시 • Jun 29Advanced Media, Inc. (TSE:3773) announces an Equity Buyback for 3,000,000 shares, representing 16.31% for ¥3,000 million.Advanced Media, Inc. (TSE:3773) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 16.31% of its share capital, for ¥3,000 million. The purpose of the program is to return profits to shareholders and improve capital efficiency, and to implement agile capital policies for future business expansion and achievement of business plans. The program will expire on June 29, 2023. As of March 31, 2022, the company had 18,392,591 shares in issue (excluding treasury stock) and 133 shares in treasury.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥773, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Software industry in Japan. Total loss to shareholders of 41% over the past three years.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥637, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 52% over the past three years.Buying Opportunity • May 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥679, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 22%.Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥24.38 (vs JP¥34.02 in FY 2021)Full year 2022 results: EPS: JP¥24.38 (down from JP¥34.02 in FY 2021). Revenue: JP¥4.46b (flat on FY 2021). Net income: JP¥448.0m (down 28% from FY 2021). Profit margin: 10.0% (down from 14% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.공시 • May 14Advanced Media, Inc., Annual General Meeting, Jun 28, 2022Advanced Media, Inc., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 3 highly experienced directors. No independent directors (5 non-independent directors). Founder, Chairman, Chief Executive Officer, President and Executive Officer Kiyoyuki Suzuki is the most experienced director on the board, commencing their role in 1997. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.공시 • Apr 08Advanced Media, Inc. to Report Fiscal Year 2022 Results on May 12, 2022Advanced Media, Inc. announced that they will report fiscal year 2022 results on May 12, 2022Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥5.71 (up from JP¥2.73 in 3Q 2021). Revenue: JP¥1.11b (up 7.2% from 3Q 2021). Net income: JP¥105.0m (up 110% from 3Q 2021). Profit margin: 9.5% (up from 4.8% in 3Q 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Over the next year, revenue is forecast to grow 10.0%, compared to a 16% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 07Second quarter 2022 earnings released: JP¥0.33 loss per share (vs JP¥3.88 profit in 2Q 2021)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.02b (up 1.8% from 2Q 2021). Net loss: JP¥6.00m (down 109% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥1.20 (vs JP¥1.20 in 1Q 2021)The company reported a mediocre first quarter result with weaker profit margins, although earnings were flat and revenues improved. First quarter 2022 results: Revenue: JP¥899.0m (up 4.2% from 1Q 2021). Net income: JP¥22.0m (flat on 1Q 2021). Profit margin: 2.4% (down from 2.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥34.02 (vs JP¥37.87 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥4.43b (down 6.7% from FY 2020). Net income: JP¥623.0m (down 10.0% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Feb 11New 90-day high: JP¥808The company is up 2.0% from its price of JP¥794 on 13 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥2.73 (vs JP¥6.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.03b (down 8.4% from 3Q 2020). Net income: JP¥50.0m (down 56% from 3Q 2020). Profit margin: 4.8% (down from 10% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Dec 10New 90-day low: JP¥759The company is down 12% from its price of JP¥866 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.이익 및 매출 성장 예측TSE:3773 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20287,7501,130N/A1,81113/31/20277,3001,030N/A1,69713/31/20267,0631,7395921,853N/A12/31/20256,9191,664N/AN/AN/A9/30/20256,6751,5174111,691N/A6/30/20256,6921,385N/AN/AN/A3/31/20256,6651,4086561,432N/A12/31/20246,4361,072N/AN/AN/A9/30/20246,2791,0899041,525N/A6/30/20246,2541,112N/AN/AN/A3/31/20246,0011,0059171,494N/A12/31/20235,9861,089N/AN/AN/A9/30/20235,7531,0361,4011,860N/A6/30/20235,346863N/AN/AN/A3/31/20235,1808678941,266N/A12/31/20224,955776N/AN/AN/A9/30/20224,8527258241,170N/A6/30/20224,625530N/AN/AN/A3/31/20224,4614487831,149N/A12/31/20214,559601N/AN/AN/A9/30/20214,4855469531,293N/A6/30/20214,467623N/AN/AN/A3/31/20214,4316238981,232N/A12/31/20204,265507N/AN/AN/A9/30/20204,3595715011,034N/A6/30/20204,673745N/AN/AN/A3/31/20204,747692385876N/A12/31/20194,909928N/AN/AN/A9/30/20194,797883N/A779N/A6/30/20194,378798N/AN/AN/A3/31/20194,256947N/A778N/A12/31/20184,164674N/AN/AN/A9/30/20183,975678N/A1,027N/A6/30/20183,966737N/AN/AN/A3/31/20183,683522N/A868N/A12/31/20173,413461N/AN/AN/A9/30/20173,093567N/A225N/A6/30/20172,719233N/AN/AN/A3/31/20172,581-103N/A-39N/A12/31/20162,402-442N/AN/AN/A9/30/20162,379-704N/A100N/A6/30/20162,385-398N/AN/AN/A3/31/20162,291-175N/A-187N/A12/31/20152,16746N/AN/AN/A9/30/20151,99272N/A-430N/A6/30/20151,909-94N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3773 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -23.4%).수익 vs 시장: 3773 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -23.4%).고성장 수익: 3773 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 3773 의 수익(연간 4.7%)이 JP 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3773 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3773의 자본 수익률은 3년 후 7.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/31 15:30종가2026/05/29 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Advanced Media, Inc.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nobuo KurahashiIchiyoshi Research Institute Inc.
공시 • Feb 15Advanced Media, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Advanced Media, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 8,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 1,400 million or JPY 89.54 basic earnings per share.
분석 기사 • May 21Advanced Media (TSE:3773) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLast week's profit announcement from Advanced Media, Inc. ( TSE:3773 ) was underwhelming for investors, despite...
Reported Earnings • May 16Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥111 (up from JP¥90.36 in FY 2025). Revenue: JP¥7.06b (up 6.0% from FY 2025). Net income: JP¥1.74b (up 24% from FY 2025). Profit margin: 25% (up from 21% in FY 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 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 24% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥893, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 45% over the past three years.
Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥942. The fair value is estimated to be JP¥1,180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.
공시 • May 13Advanced Media, Inc., Annual General Meeting, Jun 25, 2026Advanced Media, Inc., Annual General Meeting, Jun 25, 2026.
New Risk • May 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.7b market cap, or US$99.5m).
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,119, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Software industry in Japan. Total loss to shareholders of 36% over the past three years.
공시 • Mar 27Advanced Media, Inc. (TSE:3773) announces an Equity Buyback for 2,500,000 shares, representing 15.96% for ¥3,000 million.Advanced Media, Inc. (TSE:3773) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 15.96% of its share capital, for ¥3,000 million. The purpose of the program is to improve capital efficiency, as well as to enhance shareholder returns and facilitate the implementation of a flexible capital policy aimed at future business expansion. The program will expire on March 27, 2027. As of February 28, 2026, the company had 15,660,391 shares in issue (excluding treasury stock) and 2,732,333 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
New Risk • Mar 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.6b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.6b market cap, or US$99.4m).
공시 • Feb 15Advanced Media, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Advanced Media, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 8,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 1,400 million or JPY 89.54 basic earnings per share.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥12.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.65 (up from JP¥12.31 in 3Q 2025). Revenue: JP¥1.84b (up 15% from 3Q 2025). Net income: JP¥339.0m (up 77% from 3Q 2025). Profit margin: 18% (up from 12% in 3Q 2025). Revenue is forecast to grow 5.7% 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 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 19Advanced Media's (TSE:3773) Earnings Are Of Questionable QualityAdvanced Media, Inc.'s ( TSE:3773 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
New Risk • Nov 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 104% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (104% cash payout ratio). Large one-off items impacting financial results.
Declared Dividend • Nov 10Dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 31% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 31% over the next 3 years. However, it would need to fall by 69% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥30.08 (vs JP¥21.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.08 (up from JP¥21.75 in 2Q 2025). Revenue: JP¥1.67b (down 1.1% from 2Q 2025). Net income: JP¥470.6m (up 39% from 2Q 2025). Profit margin: 28% (up from 20% in 2Q 2025). Revenue is forecast to grow 5.9% 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 25% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Oct 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.8m).
New Risk • Sep 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).
공시 • Sep 03Advanced Media, Inc. to Report Q2, 2026 Results on Nov 07, 2025Advanced Media, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥11.80 (vs JP¥13.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.80 (down from JP¥13.32 in 1Q 2025). Revenue: JP¥1.51b (up 1.8% from 1Q 2025). Net income: JP¥184.0m (down 11% from 1Q 2025). Profit margin: 12% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. 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 28% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥969, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 11% over the past three years.
공시 • Jun 29Advanced Media, Inc. to Report Q1, 2026 Results on Aug 08, 2025Advanced Media, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025
분석 기사 • May 15Advanced Media, Inc. (TSE:3773) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedAdvanced Media, Inc. ( TSE:3773 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • May 12Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥90.36 (up from JP¥64.82 in FY 2024). Revenue: JP¥6.67b (up 11% from FY 2024). Net income: JP¥1.41b (up 40% from FY 2024). Profit margin: 21% (up from 17% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 11% p.a. on average during the next 2 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 32% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
분석 기사 • May 09We Think Advanced Media (TSE:3773) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • May 09Advanced Media, Inc., Annual General Meeting, Jun 26, 2025Advanced Media, Inc., Annual General Meeting, Jun 26, 2025.
공시 • Apr 09Advanced Media, Inc. to Report Fiscal Year 2025 Results on May 09, 2025Advanced Media, Inc. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 09, 2025
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¥706, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Software industry in Japan. Total returns to shareholders of 27% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
분석 기사 • Feb 28Advanced Media, Inc. (TSE:3773) Might Not Be As Mispriced As It Looks After Plunging 27%Advanced Media, Inc. ( TSE:3773 ) shareholders won't be pleased to see that the share price has had a very rough month...
New Risk • Feb 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.1b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥15.1b market cap, or US$98.5m).
Buy Or Sell Opportunity • Feb 08Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,021. The fair value is estimated to be JP¥1,426, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
공시 • Jan 24Advanced Media, Inc. to Report Q3, 2025 Results on Feb 07, 2025Advanced Media, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.1% average weekly change).
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥21.75 (vs JP¥23.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.75 (down from JP¥23.34 in 2Q 2024). Revenue: JP¥1.68b (up 1.5% from 2Q 2024). Net income: JP¥339.0m (down 6.4% from 2Q 2024). Profit margin: 20% (down from 22% in 2Q 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 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 04The Market Lifts Advanced Media, Inc. (TSE:3773) Shares 32% But It Can Do MoreAdvanced Media, Inc. ( TSE:3773 ) shareholders are no doubt pleased to see that the share price has bounced 32% in the...
공시 • Sep 03Advanced Media, Inc. to Report Q2, 2025 Results on Nov 08, 2024Advanced Media, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥13.32 (vs JP¥6.47 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.32 (up from JP¥6.47 in 1Q 2024). Revenue: JP¥1.48b (up 21% from 1Q 2024). Net income: JP¥207.0m (up 107% from 1Q 2024). Profit margin: 14% (up from 8.1% in 1Q 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 9.8% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
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 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (JP¥13.0b market cap, or US$91.4m).
분석 기사 • Aug 03These 4 Measures Indicate That Advanced Media (TSE:3773) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥967, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Software industry in Japan. Total returns to shareholders of 41% over the past three years.
Buy Or Sell Opportunity • Jul 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥1,065. The fair value is estimated to be JP¥1,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to JP¥1,087. The fair value is estimated to be JP¥1,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
공시 • Jun 30Advanced Media, Inc. to Report Q1, 2025 Results on Aug 07, 2024Advanced Media, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024
Buy Or Sell Opportunity • Jun 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to JP¥1,045. The fair value is estimated to be JP¥1,379, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
분석 기사 • May 24The Price Is Right For Advanced Media, Inc. (TSE:3773) Even After Diving 27%To the annoyance of some shareholders, Advanced Media, Inc. ( TSE:3773 ) shares are down a considerable 27% in the last...
Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,170, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Software industry in Japan. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,370 per share.
Reported Earnings • May 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥64.82 (up from JP¥52.03 in FY 2023). Revenue: JP¥6.00b (up 16% from FY 2023). Net income: JP¥1.01b (up 16% from FY 2023). Profit margin: 17% (in line with FY 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 14% p.a. on average during the next 2 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 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
공시 • May 12Advanced Media, Inc., Annual General Meeting, Jun 26, 2024Advanced Media, Inc., Annual General Meeting, Jun 26, 2024.
Buy Or Sell Opportunity • May 10Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,428. The fair value is estimated to be JP¥2,005, 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 32%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,600. The fair value is estimated to be JP¥2,017, 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 32%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).
공시 • Mar 03Advanced Media, Inc. to Report Fiscal Year 2024 Results on May 10, 2024Advanced Media, Inc. announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥13.46 (vs JP¥10.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.46 (up from JP¥10.08 in 3Q 2023). Revenue: JP¥1.44b (up 19% from 3Q 2023). Net income: JP¥209.0m (up 34% from 3Q 2023). Profit margin: 14% (up from 13% in 3Q 2023). 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 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 31% per year.
Buying Opportunity • Dec 05Now 22% undervaluedOver the last 90 days, the stock is up 3.4%. The fair value is estimated to be JP¥2,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,693, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in Japan. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,258 per share.
공시 • Dec 03Advanced Media, Inc. to Report Q3, 2024 Results on Feb 09, 2024Advanced Media, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥23.34 (vs JP¥10.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.34 (up from JP¥10.92 in 2Q 2023). Revenue: JP¥1.66b (up 33% from 2Q 2023). Net income: JP¥362.0m (up 92% from 2Q 2023). Profit margin: 22% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 27% per year whereas the company’s share price has increased by 26% per year.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,607, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Software industry in Japan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,123 per share.
공시 • Sep 28Advanced Media, Inc. to Report Q2, 2024 Results on Nov 07, 2023Advanced Media, Inc. announced that they will report Q2, 2024 results on Nov 07, 2023
New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 2.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥6.47 (vs JP¥5.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.47. Revenue: JP¥1.23b (up 16% from 1Q 2023). Net income: JP¥100.0m (down 3.8% from 1Q 2023). Profit margin: 8.1% (down from 9.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
공시 • Jul 07Advanced Media, Inc. to Report Q1, 2024 Results on Aug 04, 2023Advanced Media, Inc. announced that they will report Q1, 2024 results on Aug 04, 2023
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,021, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 32x in the Software industry in Japan. Total returns to shareholders of 79% over the past three years.
New Risk • Jun 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,808, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Software industry in Japan. Total returns to shareholders of 53% over the past three years.
Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥52.03 (up from JP¥24.38 in FY 2022). Revenue: JP¥5.18b (up 16% from FY 2022). Net income: JP¥867.0m (up 94% from FY 2022). Profit margin: 17% (up from 10.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 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 increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 14Advanced Media, Inc., Annual General Meeting, Jun 28, 2023Advanced Media, Inc., Annual General Meeting, Jun 28, 2023.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,729, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Software industry in Japan. Total returns to shareholders of 115% over the past three years.
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥10.08 (vs JP¥5.71 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.08 (up from JP¥5.71 in 3Q 2022). Revenue: JP¥1.21b (up 9.3% from 3Q 2022). Net income: JP¥156.0m (up 49% from 3Q 2022). Profit margin: 13% (up from 9.5% in 3Q 2022). 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 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Jan 07Advanced Media, Inc. to Report Q3, 2023 Results on Feb 03, 2023Advanced Media, Inc. announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥0.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.92 (up from JP¥0.33 loss in 2Q 2022). Revenue: JP¥1.25b (up 22% from 2Q 2022). Net income: JP¥189.0m (up JP¥195.0m from 2Q 2022). Profit margin: 15% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16No independent directorsThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. No independent directors (6 non-independent directors). Founder, Chairman, Chief Executive Officer, President and Executive Officer Kiyoyuki Suzuki is the most experienced director on the board, commencing their role in 1997. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥0.33 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥10.92 (up from JP¥0.33 loss in 2Q 2022). Revenue: JP¥1.25b (up 22% from 2Q 2022). Net income: JP¥189.0m (up JP¥195.0m from 2Q 2022). Profit margin: 15% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Sep 23Advanced Media, Inc. to Report Q2, 2023 Results on Nov 08, 2022Advanced Media, Inc. announced that they will report Q2, 2023 results on Nov 08, 2022
Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 47%. The fair value is estimated to be JP¥1,152, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 9.6% in a year. Earnings is forecast to grow by 31% in the next year.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,036, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 2.3% over the past three years.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥916, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in Japan. Total loss to shareholders of 14% over the past three years.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥5.65 (vs JP¥1.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.65 (up from JP¥1.20 in 1Q 2022). Revenue: JP¥1.06b (up 18% from 1Q 2022). Net income: JP¥104.0m (up 373% from 1Q 2022). Profit margin: 9.8% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.6%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
공시 • Jul 03Advanced Media, Inc. to Report Q1, 2023 Results on Aug 05, 2022Advanced Media, Inc. announced that they will report Q1, 2023 results on Aug 05, 2022
공시 • Jun 29Advanced Media, Inc. (TSE:3773) announces an Equity Buyback for 3,000,000 shares, representing 16.31% for ¥3,000 million.Advanced Media, Inc. (TSE:3773) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 16.31% of its share capital, for ¥3,000 million. The purpose of the program is to return profits to shareholders and improve capital efficiency, and to implement agile capital policies for future business expansion and achievement of business plans. The program will expire on June 29, 2023. As of March 31, 2022, the company had 18,392,591 shares in issue (excluding treasury stock) and 133 shares in treasury.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥773, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Software industry in Japan. Total loss to shareholders of 41% over the past three years.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥637, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 52% over the past three years.
Buying Opportunity • May 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥679, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 22%.
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥24.38 (vs JP¥34.02 in FY 2021)Full year 2022 results: EPS: JP¥24.38 (down from JP¥34.02 in FY 2021). Revenue: JP¥4.46b (flat on FY 2021). Net income: JP¥448.0m (down 28% from FY 2021). Profit margin: 10.0% (down from 14% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
공시 • May 14Advanced Media, Inc., Annual General Meeting, Jun 28, 2022Advanced Media, Inc., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 3 highly experienced directors. No independent directors (5 non-independent directors). Founder, Chairman, Chief Executive Officer, President and Executive Officer Kiyoyuki Suzuki is the most experienced director on the board, commencing their role in 1997. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
공시 • Apr 08Advanced Media, Inc. to Report Fiscal Year 2022 Results on May 12, 2022Advanced Media, Inc. announced that they will report fiscal year 2022 results on May 12, 2022
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥5.71 (up from JP¥2.73 in 3Q 2021). Revenue: JP¥1.11b (up 7.2% from 3Q 2021). Net income: JP¥105.0m (up 110% from 3Q 2021). Profit margin: 9.5% (up from 4.8% in 3Q 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Over the next year, revenue is forecast to grow 10.0%, compared to a 16% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 07Second quarter 2022 earnings released: JP¥0.33 loss per share (vs JP¥3.88 profit in 2Q 2021)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.02b (up 1.8% from 2Q 2021). Net loss: JP¥6.00m (down 109% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥1.20 (vs JP¥1.20 in 1Q 2021)The company reported a mediocre first quarter result with weaker profit margins, although earnings were flat and revenues improved. First quarter 2022 results: Revenue: JP¥899.0m (up 4.2% from 1Q 2021). Net income: JP¥22.0m (flat on 1Q 2021). Profit margin: 2.4% (down from 2.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥34.02 (vs JP¥37.87 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥4.43b (down 6.7% from FY 2020). Net income: JP¥623.0m (down 10.0% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Feb 11New 90-day high: JP¥808The company is up 2.0% from its price of JP¥794 on 13 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥2.73 (vs JP¥6.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.03b (down 8.4% from 3Q 2020). Net income: JP¥50.0m (down 56% from 3Q 2020). Profit margin: 4.8% (down from 10% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Dec 10New 90-day low: JP¥759The company is down 12% from its price of JP¥866 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.