View ValuationSAKURA Internet 향후 성장Future 기준 점검 4/6SAKURA Internet (는) 각각 연간 25.8% 및 10.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.5% 로 예상됩니다.핵심 정보25.8%이익 성장률25.75%EPS 성장률IT 이익 성장10.8%매출 성장률10.2%향후 자기자본이익률8.50%애널리스트 커버리지Low마지막 업데이트01 May 2026최근 향후 성장 업데이트Major Estimate Revision • May 05Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥48.2b to JP¥45.8b. EPS estimate also fell from JP¥36.32 per share to JP¥26.00 per share. Net income forecast to grow 382% next year vs 7.8% growth forecast for IT industry in Japan. Consensus price target of JP¥4,802 unchanged from last update. Share price fell 3.5% to JP¥3,065 over the past week.Price Target Changed • Apr 15Price target increased by 22% to JP¥4,906Up from JP¥4,011, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,335. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of JP¥3.25 for next year compared to JP¥75.22 last year.Major Estimate Revision • Mar 04Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥4.60 to JP¥3.25 per share. Revenue forecast steady at JP¥35.5b. Net income forecast to shrink 3.9% next year vs 7.4% growth forecast for IT industry in Japan . Consensus price target broadly unchanged at JP¥4,011. Share price fell 4.7% to JP¥2,845 over the past week.Major Estimate Revision • Feb 06Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥2.40 to JP¥4.60. Revenue forecast steady at JP¥35.7b. Net income forecast to shrink 3.8% next year vs 11% growth forecast for IT industry in Japan . Consensus price target of JP¥2,939 unchanged from last update. Share price rose 7.1% to JP¥2,846 over the past week.Major Estimate Revision • Nov 05Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥36.2b to JP¥35.7b. Now expected to report a loss of JP¥0.20 per share instead of JP¥5.00 per share profit previously forecast. IT industry in Japan expected to see average net income growth of 11% next year. Consensus price target of JP¥2,886 unchanged from last update. Share price was steady at JP¥3,305 over the past week.분석 기사 • Nov 02SAKURA Internet Inc. (TSE:3778) Just Reported Earnings, And Analysts Cut Their Target PriceLast week saw the newest half-yearly earnings release from SAKURA Internet Inc. ( TSE:3778 ), an important milestone in...모든 업데이트 보기Recent updatesMajor Estimate Revision • May 05Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥48.2b to JP¥45.8b. EPS estimate also fell from JP¥36.32 per share to JP¥26.00 per share. Net income forecast to grow 382% next year vs 7.8% growth forecast for IT industry in Japan. Consensus price target of JP¥4,802 unchanged from last update. Share price fell 3.5% to JP¥3,065 over the past week.분석 기사 • May 04We Believe That SAKURA Internet's (TSE:3778) Weak Earnings Are A Good Indicator Of Underlying ProfitabilityInvestors were disappointed with SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings. We think that they may have more...New Risk • Apr 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 121% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (121% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Apr 28Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥5.40 (down from JP¥75.22 in FY 2025). Revenue: JP¥35.3b (up 12% from FY 2025). Net income: JP¥216.0m (down 93% from FY 2025). Profit margin: 0.6% (down from 9.3% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 9.1% 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 23% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.공지 • Apr 27SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026.공지 • Apr 21SAKURA Internet Inc. to Report Fiscal Year 2026 Results on Apr 27, 2026SAKURA Internet Inc. announced that they will report fiscal year 2026 results on Apr 27, 2026Price Target Changed • Apr 15Price target increased by 22% to JP¥4,906Up from JP¥4,011, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,335. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of JP¥3.25 for next year compared to JP¥75.22 last year.New Risk • Apr 03New 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 7.9% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.2% net profit margin).Board Change • Mar 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Full-Time Outside Independent Audit & Supervisory Board Member Yayoi Yamaguchi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).Major Estimate Revision • Mar 04Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥4.60 to JP¥3.25 per share. Revenue forecast steady at JP¥35.5b. Net income forecast to shrink 3.9% next year vs 7.4% growth forecast for IT industry in Japan . Consensus price target broadly unchanged at JP¥4,011. Share price fell 4.7% to JP¥2,845 over the past week.Major Estimate Revision • Feb 06Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥2.40 to JP¥4.60. Revenue forecast steady at JP¥35.7b. Net income forecast to shrink 3.8% next year vs 11% growth forecast for IT industry in Japan . Consensus price target of JP¥2,939 unchanged from last update. Share price rose 7.1% to JP¥2,846 over the past week.New Risk • Jan 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 7.2% 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. This is currently the only risk that has been identified for the company.공지 • Dec 27SAKURA Internet Inc. to Report Q3, 2026 Results on Jan 30, 2026SAKURA Internet Inc. announced that they will report Q3, 2026 results on Jan 30, 2026분석 기사 • Dec 11At JP¥2,940, Is SAKURA Internet Inc. (TSE:3778) Worth Looking At Closely?While SAKURA Internet Inc. ( TSE:3778 ) might not have the largest market cap around , it saw significant share price...Major Estimate Revision • Nov 05Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥36.2b to JP¥35.7b. Now expected to report a loss of JP¥0.20 per share instead of JP¥5.00 per share profit previously forecast. IT industry in Japan expected to see average net income growth of 11% next year. Consensus price target of JP¥2,886 unchanged from last update. Share price was steady at JP¥3,305 over the past week.분석 기사 • Nov 02SAKURA Internet Inc. (TSE:3778) Just Reported Earnings, And Analysts Cut Their Target PriceLast week saw the newest half-yearly earnings release from SAKURA Internet Inc. ( TSE:3778 ), an important milestone in...Reported Earnings • Oct 30Second quarter 2026 earnings released: JP¥7.54 loss per share (vs JP¥16.70 profit in 2Q 2025)Second quarter 2026 results: JP¥7.54 loss per share (down from JP¥16.70 profit in 2Q 2025). Revenue: JP¥8.14b (up 11% from 2Q 2025). Net loss: JP¥301.6m (down 145% from profit in 2Q 2025). 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 53% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Oct 30Dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%.분석 기사 • Oct 08SAKURA Internet (TSE:3778) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Oct 04Consensus EPS estimates fall by 92%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥35.5b to JP¥36.2b. EPS estimate fell from JP¥65.25 to JP¥5.00 per share. Net income forecast to shrink 86% next year vs 12% growth forecast for IT industry in Japan . Consensus price target of JP¥2,886 unchanged from last update. Share price fell 9.3% to JP¥3,085 over the past week.분석 기사 • Sep 21Investors Appear Satisfied With SAKURA Internet Inc.'s (TSE:3778) Prospects As Shares Rocket 27%SAKURA Internet Inc. ( TSE:3778 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥3,685, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 600% over the past three years.분석 기사 • Sep 18SAKURA Internet (TSE:3778) Is Looking To Continue Growing Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...공지 • Sep 02SAKURA Internet Inc. to Report Q2, 2026 Results on Oct 28, 2025SAKURA Internet Inc. announced that they will report Q2, 2026 results on Oct 28, 2025Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,940, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 401% over the past three years.분석 기사 • Aug 04What You Can Learn From SAKURA Internet Inc.'s (TSE:3778) P/E After Its 28% Share Price CrashSAKURA Internet Inc. ( TSE:3778 ) shares have had a horrible month, losing 28% after a relatively good period...Reported Earnings • Jul 30First quarter 2026 earnings released: JP¥8.10 loss per share (vs JP¥1.15 profit in 1Q 2025)First quarter 2026 results: JP¥8.10 loss per share (down from JP¥1.15 profit in 1Q 2025). Revenue: JP¥7.49b (up 26% from 1Q 2025). Net loss: JP¥324.0m (down JP¥365.7m from profit in 1Q 2025). 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 increased by 62% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 09Does SAKURA Internet (TSE:3778) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Jun 23SAKURA Internet's (TSE:3778) Earnings Aren't As Good As They AppearSAKURA Internet Inc. ( TSE:3778 ) recently released a strong earnings report, and the market responded by raising the...Reported Earnings • Jun 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥75.22 (up from JP¥18.24 in FY 2024). Revenue: JP¥31.4b (up 44% from FY 2024). Net income: JP¥2.94b (up 351% from FY 2024). Profit margin: 9.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.공지 • Jun 20SAKURA Internet Inc. Announces Executive and Board Appointments, Effective as of June 20, 2025With respect to personnel relationships, SAKURA Internet Inc. has appointed the following individuals from Sojitz Corporation: Ms. Tomomi Arakawa, Director, Executive Vice President, Chief Digital Officer, Chief announced Ms. Tomomi Arakawa, Director, Executive Vice President, Chief Digital Officer, Chief Information Officer, and Head of Digital Transformation Headquarters. Reason for Appointment: To strengthen the supervisory function of our Board of Directors and enhance collaboration with Sojitz Group. Mr. Tatsuya Morita, Senior Executive Officer, Chief Compliance Officer, Chief Information Security Officer, and Head of Legal and Internal Control Division, as Outside Directors. Reason for Appointment: To strengthen the supervisory function of our Board of Directors and enhance collaboration with Sojitz Group. Mr. Tomoyuki Hirose, Deputy Head of the Consumer Industry & Agribusiness Division, as an Outside Audit & Supervisory Board Member. To strengthen the supervisory function of our Audit & Supervisory Board and enhance collaboration with Sojitz Group. Effective as of June 20, 2025.분석 기사 • Jun 18Investors Appear Satisfied With SAKURA Internet Inc.'s (TSE:3778) Prospects As Shares Rocket 26%SAKURA Internet Inc. ( TSE:3778 ) shares have had a really impressive month, gaining 26% after a shaky period...Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,040, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 629% over the past three years.공지 • Jun 03SAKURA Internet Inc. to Report Q1, 2026 Results on Jul 28, 2025SAKURA Internet Inc. announced that they will report Q1, 2026 results on Jul 28, 2025분석 기사 • May 22Does SAKURA Internet (TSE:3778) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Apr 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥75.22 (up from JP¥18.24 in FY 2024). Revenue: JP¥31.4b (up 44% from FY 2024). Net income: JP¥2.94b (up 351% from FY 2024). Profit margin: 9.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.공지 • Apr 28SAKURA Internet Inc., Annual General Meeting, Jun 20, 2025SAKURA Internet Inc., Annual General Meeting, Jun 20, 2025.Board Change • Apr 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Independent Outside Director Tomomi Arakawa was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.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 8.6% 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 22%After last week's 22% share price decline to JP¥2,859, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 424% over the past three years.분석 기사 • Apr 03The Return Trends At SAKURA Internet (TSE:3778) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.4%).분석 기사 • Mar 18SAKURA Internet Inc.'s (TSE:3778) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in the IT industry in Japan have price-to-sales ratios (or "P/S") below 1.1x, you may...공지 • Mar 08SAKURA Internet Inc. to Report Fiscal Year 2025 Results on Apr 28, 2025SAKURA Internet Inc. announced that they will report fiscal year 2025 results on Apr 28, 2025분석 기사 • Feb 18Should You Be Adding SAKURA Internet (TSE:3778) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥23.30 (vs JP¥3.61 in 3Q 2024)Third quarter 2025 results: EPS: JP¥23.30 (up from JP¥3.61 in 3Q 2024). Revenue: JP¥8.13b (up 53% from 3Q 2024). Net income: JP¥932.0m (up JP¥803.0m from 3Q 2024). Profit margin: 12% (up from 2.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 37% 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 48% per year but the company’s share price has increased by 110% per year, which means it is tracking significantly ahead of earnings growth.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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).공지 • Dec 21SAKURA Internet Inc. to Report Q3, 2025 Results on Jan 31, 2025SAKURA Internet Inc. announced that they will report Q3, 2025 results on Jan 31, 2025분석 기사 • Nov 18Shareholders In SAKURA Internet (TSE:3778) Should Look Beyond Earnings For The Full StorySAKURA Internet Inc.'s ( TSE:3778 ) stock rose after it released a robust earnings report. While the headline numbers...분석 기사 • Nov 11After Leaping 35% SAKURA Internet Inc. (TSE:3778) Shares Are Not Flying Under The RadarDespite an already strong run, SAKURA Internet Inc. ( TSE:3778 ) shares have been powering on, with a gain of 35% in...공지 • Oct 30SAKURA Internet Inc. Provides Cash Dividend Guidance for the Year Ending March 31, 2025SAKURA Internet Inc. provided cash dividend guidance for the year ending March 31, 2025. For the year, the company expects to pay dividend of JPY 4.00 per share against JPY 3.50 per share a year ago.Declared Dividend • Oct 30Dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 0.08%, which is lower than the industry average of 1.4%.Reported Earnings • Oct 29Second quarter 2025 earnings released: EPS: JP¥16.70 (vs JP¥1.88 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.70 (up from JP¥1.88 in 2Q 2024). Revenue: JP¥7.34b (up 40% from 2Q 2024). Net income: JP¥668.3m (up JP¥601.3m from 2Q 2024). Profit margin: 9.1% (up from 1.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 104% per year, which means it is tracking significantly ahead of earnings growth.공지 • Oct 28SAKURA Internet Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025SAKURA Internet Inc. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 29,000 million, operating profit of JPY 2,600 million, profit attributable to owners of parent of JPY 1,550 million or JPY 39.71 per share.분석 기사 • Sep 20Here's Why SAKURA Internet (TSE:3778) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Sep 02Revenues Not Telling The Story For SAKURA Internet Inc. (TSE:3778) After Shares Rise 33%Those holding SAKURA Internet Inc. ( TSE:3778 ) shares would be relieved that the share price has rebounded 33% in the...공지 • Aug 27SAKURA Internet Inc. to Report Q2, 2025 Results on Oct 28, 2024SAKURA Internet Inc. announced that they will report Q2, 2025 results on Oct 28, 2024Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥1.13 (vs JP¥3.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.13 (down from JP¥3.03 in 1Q 2024). Revenue: JP¥5.94b (up 16% from 1Q 2024). Net income: JP¥41.0m (down 62% from 1Q 2024). Profit margin: 0.7% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 18Risks To Shareholder Returns Are Elevated At These Prices For SAKURA Internet Inc. (TSE:3778)When close to half the companies in the IT industry in Japan have price-to-sales ratios (or "P/S") below 1.2x, you may...분석 기사 • Jun 17SAKURA Internet (TSE:3778) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • May 03SAKURA Internet's (TSE:3778) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings report having lackluster headline numbers, the market...Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥18.24 (vs JP¥18.27 in FY 2023)Full year 2024 results: EPS: JP¥18.24 (down from JP¥18.27 in FY 2023). Revenue: JP¥21.8b (up 5.8% from FY 2023). Net income: JP¥651.0m (down 2.3% from FY 2023). Profit margin: 3.0% (down from 3.2% in FY 2023). The decrease in margin was driven by higher expenses. 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 104% per year, which means it is tracking significantly ahead of earnings growth.공지 • Apr 29SAKURA Internet Inc., Annual General Meeting, Jun 25, 2024SAKURA Internet Inc., Annual General Meeting, Jun 25, 2024.분석 기사 • Apr 17More Unpleasant Surprises Could Be In Store For SAKURA Internet Inc.'s (TSE:3778) Shares After Tumbling 28%The SAKURA Internet Inc. ( TSE:3778 ) share price has softened a substantial 28% over the previous 30 days, handing...Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. The company last paid an ordinary dividend in July 2015. The average dividend yield among industry peers is 1.4%.공지 • Mar 02SAKURA Internet Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024SAKURA Internet Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024분석 기사 • Feb 26SAKURA Internet Inc.'s (TSE:3778) 46% Price Boost Is Out Of Tune With RevenuesSAKURA Internet Inc. ( TSE:3778 ) shares have continued their recent momentum with a 46% gain in the last month alone...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥3.61 (vs JP¥4.64 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.61 (down from JP¥4.64 in 3Q 2023). Revenue: JP¥5.32b (up 5.2% from 3Q 2023). Net income: JP¥129.0m (down 24% from 3Q 2023). Profit margin: 2.4% (down from 3.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.공지 • Nov 26SAKURA Internet Inc. to Report Q3, 2024 Results on Jan 31, 2024SAKURA Internet Inc. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥1.88 (vs JP¥2.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.88 (down from JP¥2.87 in 2Q 2023). Revenue: JP¥5.24b (up 4.2% from 2Q 2023). Net income: JP¥67.0m (down 36% from 2Q 2023). Profit margin: 1.3% (down from 2.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.공지 • Aug 31SAKURA Internet Inc. to Report Q2, 2024 Results on Oct 30, 2023SAKURA Internet Inc. announced that they will report Q2, 2024 results on Oct 30, 2023Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,116, the stock trades at a trailing P/E ratio of 63x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 92% over the past three years.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥3.03 (vs JP¥3.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.03 (down from JP¥3.89 in 1Q 2023). Revenue: JP¥5.11b (up 2.8% from 1Q 2023). Net income: JP¥108.0m (down 24% from 1Q 2023). Profit margin: 2.1% (down from 2.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.공지 • Jun 29SAKURA Internet Inc. to Report Q1, 2024 Results on Jul 31, 2023SAKURA Internet Inc. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • Jun 18Full year 2023 earnings released: EPS: JP¥18.27 (vs JP¥7.54 in FY 2022)Full year 2023 results: EPS: JP¥18.27 (up from JP¥7.54 in FY 2022). Revenue: JP¥20.6b (up 3.0% from FY 2022). Net income: JP¥666.0m (up 142% from FY 2022). Profit margin: 3.2% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.New Risk • Jun 17New 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 8.8% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥856, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 34% over the past three years.Buying Opportunity • Jun 08Now 21% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be JP¥839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.Buying Opportunity • May 19Now 22% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥832, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.Buying Opportunity • May 02Now 23% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥841, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥18.27 (vs JP¥7.54 in FY 2022)Full year 2023 results: EPS: JP¥18.27 (up from JP¥7.54 in FY 2022). Revenue: JP¥20.6b (up 3.0% from FY 2022). Net income: JP¥666.0m (up 142% from FY 2022). Profit margin: 3.2% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥573, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 2.6% over the past three years.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥602, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 4.4% over the past three years.공지 • Feb 01SAKURA Internet Inc. (TSE:3778) announces an Equity Buyback for 1,200,000 shares, representing 3.28% for ¥600 million.SAKURA Internet Inc. (TSE:3778) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 3.28% of its total shares outstanding (excluding treasury shares), for a total of ¥600 million. The purpose of repurchase program is to improve capital efficiency, to enhance the shareholders returns and to use the shares for restricted stock compensation as an incentive for sustainable growth and for future mergers and acquisitions. The repurchase program is valid till November 30, 2023. As of December 31, 2022, the company had 36,605,056 shares outstanding (excluding treasury shares) and had 1,015,644 shares in treasury.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥4.64 (vs JP¥4.00 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.64 (up from JP¥4.00 in 3Q 2022). Revenue: JP¥5.05b (up 1.9% from 3Q 2022). Net income: JP¥170.0m (up 16% from 3Q 2022). Profit margin: 3.4% (up from 2.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공지 • Jan 25SAKURA Internet Inc. to Report Q3, 2023 Results on Jan 31, 2023SAKURA Internet Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥2.87 (vs JP¥3.26 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥2.87 (up from JP¥3.26 loss in 2Q 2022). Revenue: JP¥5.03b (up 3.8% from 2Q 2022). Net income: JP¥105.0m (up JP¥224.0m from 2Q 2022). Profit margin: 2.1% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공지 • Oct 05SAKURA Internet Inc. to Report Q2, 2023 Results on Oct 28, 2022SAKURA Internet Inc. announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥3.89 (vs JP¥1.37 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.89 (up from JP¥1.37 in 1Q 2022). Revenue: JP¥4.96b (up 3.0% from 1Q 2022). Net income: JP¥142.0m (up 184% from 1Q 2022). Profit margin: 2.9% (up from 1.0% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공지 • Jun 29SAKURA Internet Inc. to Report Q1, 2023 Results on Jul 28, 2022SAKURA Internet Inc. announced that they will report Q1, 2023 results on Jul 28, 2022Reported Earnings • Jun 20Full year 2022 earnings released: EPS: JP¥7.54 (vs JP¥20.78 in FY 2021)Full year 2022 results: EPS: JP¥7.54 (down from JP¥20.78 in FY 2021). Revenue: JP¥20.0b (down 9.7% from FY 2021). Net income: JP¥275.0m (down 64% from FY 2021). Profit margin: 1.4% (down from 3.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥7.54 (vs JP¥20.78 in FY 2021)Full year 2022 results: EPS: JP¥7.54 (down from JP¥20.78 in FY 2021). Revenue: JP¥20.0b (down 9.7% from FY 2021). Net income: JP¥275.0m (down 64% from FY 2021). Profit margin: 1.4% (down from 3.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공지 • Apr 07SAKURA Internet Inc. to Report Fiscal Year 2022 Results on Apr 27, 2022SAKURA Internet Inc. announced that they will report fiscal year 2022 results on Apr 27, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.5%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥4.00 (down from JP¥5.29 in 3Q 2021). Revenue: JP¥4.96b (down 6.6% from 3Q 2021). Net income: JP¥146.0m (down 24% from 3Q 2021). Profit margin: 2.9% (down from 3.6% in 3Q 2021). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공지 • Jan 30SAKURA Internet Inc. to Report Q3, 2022 Results on Jan 31, 2022SAKURA Internet Inc. announced that they will report Q3, 2022 results on Jan 31, 2022Reported Earnings • Oct 28Second quarter 2022 earnings released: JP¥3.26 loss per share (vs JP¥4.52 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: JP¥4.84b (down 11% from 2Q 2021). Net loss: JP¥119.0m (down 172% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.이익 및 매출 성장 예측TSE:3778 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202954,4502,8634,22617,82613/31/202862,6007,9192,77715,87733/31/202745,7751,041-9,11712,68323/31/202635,301216-31,2196,223N/A12/31/202534,040744N/AN/AN/A9/30/202533,7721,601-35,2245,353N/A6/30/202532,9682,571N/AN/AN/A3/31/202531,4122,937-12,7665,787N/A12/31/202427,5641,989N/AN/AN/A9/30/202424,7541,186-9,6901,994N/A6/30/202422,656584N/AN/AN/A3/31/202421,826651-7342,884N/A12/31/202321,237553N/AN/AN/A9/30/202320,9765942,8724,122N/A6/30/202320,763632N/AN/AN/A3/31/202320,6226663,1933,963N/A12/31/202220,440615N/AN/AN/A9/30/202220,3465912,3493,733N/A6/30/202220,164367N/AN/AN/A3/31/202220,0192752,5313,957N/A12/31/202120,787316N/AN/AN/A9/30/202121,1353633,8364,476N/A6/30/202121,717647N/AN/AN/A3/31/202122,1687582,6184,110N/A12/31/202022,027552N/AN/AN/A9/30/202022,2743091,2942,994N/A6/30/202022,056162N/AN/AN/A3/31/202021,9081601,6944,582N/A12/31/201921,44273N/AN/AN/A9/30/201920,816160N/A4,021N/A6/30/201920,224211N/AN/AN/A3/31/201919,50191N/A2,231N/A12/31/201818,343275N/AN/AN/A9/30/201817,927352N/A2,380N/A6/30/201817,418362N/AN/AN/A3/31/201817,033349N/A3,067N/A12/31/201716,705323N/AN/AN/A9/30/201715,558335N/A1,966N/A6/30/201714,751418N/AN/AN/A3/31/201713,961548N/A1,852N/A12/31/201613,002635N/AN/AN/A9/30/201612,724594N/A2,307N/A6/30/201612,379539N/AN/AN/A3/31/201612,086553N/A1,547N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3778 의 연간 예상 수익 증가율(25.8%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 3778 의 연간 수익(25.8%)이 JP 시장(10.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 3778 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 3778 의 수익(연간 10.2%)이 JP 시장(연간 5.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 3778 의 수익(연간 10.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3778의 자본 수익률은 3년 후 8.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 09:07종가2026/05/07 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 소스SAKURA Internet Inc.는 6명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullDaiwa Securities Co. Ltd.Kazuki TokunagaDaiwa Securities Co. Ltd.Kaname FujitaIchiyoshi Research Institute Inc.3명의 분석가 더 보기
Major Estimate Revision • May 05Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥48.2b to JP¥45.8b. EPS estimate also fell from JP¥36.32 per share to JP¥26.00 per share. Net income forecast to grow 382% next year vs 7.8% growth forecast for IT industry in Japan. Consensus price target of JP¥4,802 unchanged from last update. Share price fell 3.5% to JP¥3,065 over the past week.
Price Target Changed • Apr 15Price target increased by 22% to JP¥4,906Up from JP¥4,011, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,335. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of JP¥3.25 for next year compared to JP¥75.22 last year.
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥4.60 to JP¥3.25 per share. Revenue forecast steady at JP¥35.5b. Net income forecast to shrink 3.9% next year vs 7.4% growth forecast for IT industry in Japan . Consensus price target broadly unchanged at JP¥4,011. Share price fell 4.7% to JP¥2,845 over the past week.
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥2.40 to JP¥4.60. Revenue forecast steady at JP¥35.7b. Net income forecast to shrink 3.8% next year vs 11% growth forecast for IT industry in Japan . Consensus price target of JP¥2,939 unchanged from last update. Share price rose 7.1% to JP¥2,846 over the past week.
Major Estimate Revision • Nov 05Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥36.2b to JP¥35.7b. Now expected to report a loss of JP¥0.20 per share instead of JP¥5.00 per share profit previously forecast. IT industry in Japan expected to see average net income growth of 11% next year. Consensus price target of JP¥2,886 unchanged from last update. Share price was steady at JP¥3,305 over the past week.
분석 기사 • Nov 02SAKURA Internet Inc. (TSE:3778) Just Reported Earnings, And Analysts Cut Their Target PriceLast week saw the newest half-yearly earnings release from SAKURA Internet Inc. ( TSE:3778 ), an important milestone in...
Major Estimate Revision • May 05Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥48.2b to JP¥45.8b. EPS estimate also fell from JP¥36.32 per share to JP¥26.00 per share. Net income forecast to grow 382% next year vs 7.8% growth forecast for IT industry in Japan. Consensus price target of JP¥4,802 unchanged from last update. Share price fell 3.5% to JP¥3,065 over the past week.
분석 기사 • May 04We Believe That SAKURA Internet's (TSE:3778) Weak Earnings Are A Good Indicator Of Underlying ProfitabilityInvestors were disappointed with SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings. We think that they may have more...
New Risk • Apr 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 121% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (121% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Apr 28Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥5.40 (down from JP¥75.22 in FY 2025). Revenue: JP¥35.3b (up 12% from FY 2025). Net income: JP¥216.0m (down 93% from FY 2025). Profit margin: 0.6% (down from 9.3% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 9.1% 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 23% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Apr 27SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026SAKURA Internet Inc., Annual General Meeting, Jun 23, 2026.
공지 • Apr 21SAKURA Internet Inc. to Report Fiscal Year 2026 Results on Apr 27, 2026SAKURA Internet Inc. announced that they will report fiscal year 2026 results on Apr 27, 2026
Price Target Changed • Apr 15Price target increased by 22% to JP¥4,906Up from JP¥4,011, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,335. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of JP¥3.25 for next year compared to JP¥75.22 last year.
New Risk • Apr 03New 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 7.9% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.2% net profit margin).
Board Change • Mar 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Full-Time Outside Independent Audit & Supervisory Board Member Yayoi Yamaguchi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥4.60 to JP¥3.25 per share. Revenue forecast steady at JP¥35.5b. Net income forecast to shrink 3.9% next year vs 7.4% growth forecast for IT industry in Japan . Consensus price target broadly unchanged at JP¥4,011. Share price fell 4.7% to JP¥2,845 over the past week.
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥2.40 to JP¥4.60. Revenue forecast steady at JP¥35.7b. Net income forecast to shrink 3.8% next year vs 11% growth forecast for IT industry in Japan . Consensus price target of JP¥2,939 unchanged from last update. Share price rose 7.1% to JP¥2,846 over the past week.
New Risk • Jan 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 7.2% 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. This is currently the only risk that has been identified for the company.
공지 • Dec 27SAKURA Internet Inc. to Report Q3, 2026 Results on Jan 30, 2026SAKURA Internet Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
분석 기사 • Dec 11At JP¥2,940, Is SAKURA Internet Inc. (TSE:3778) Worth Looking At Closely?While SAKURA Internet Inc. ( TSE:3778 ) might not have the largest market cap around , it saw significant share price...
Major Estimate Revision • Nov 05Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥36.2b to JP¥35.7b. Now expected to report a loss of JP¥0.20 per share instead of JP¥5.00 per share profit previously forecast. IT industry in Japan expected to see average net income growth of 11% next year. Consensus price target of JP¥2,886 unchanged from last update. Share price was steady at JP¥3,305 over the past week.
분석 기사 • Nov 02SAKURA Internet Inc. (TSE:3778) Just Reported Earnings, And Analysts Cut Their Target PriceLast week saw the newest half-yearly earnings release from SAKURA Internet Inc. ( TSE:3778 ), an important milestone in...
Reported Earnings • Oct 30Second quarter 2026 earnings released: JP¥7.54 loss per share (vs JP¥16.70 profit in 2Q 2025)Second quarter 2026 results: JP¥7.54 loss per share (down from JP¥16.70 profit in 2Q 2025). Revenue: JP¥8.14b (up 11% from 2Q 2025). Net loss: JP¥301.6m (down 145% from profit in 2Q 2025). 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 53% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Oct 30Dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%.
분석 기사 • Oct 08SAKURA Internet (TSE:3778) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Oct 04Consensus EPS estimates fall by 92%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥35.5b to JP¥36.2b. EPS estimate fell from JP¥65.25 to JP¥5.00 per share. Net income forecast to shrink 86% next year vs 12% growth forecast for IT industry in Japan . Consensus price target of JP¥2,886 unchanged from last update. Share price fell 9.3% to JP¥3,085 over the past week.
분석 기사 • Sep 21Investors Appear Satisfied With SAKURA Internet Inc.'s (TSE:3778) Prospects As Shares Rocket 27%SAKURA Internet Inc. ( TSE:3778 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥3,685, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 600% over the past three years.
분석 기사 • Sep 18SAKURA Internet (TSE:3778) Is Looking To Continue Growing Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
공지 • Sep 02SAKURA Internet Inc. to Report Q2, 2026 Results on Oct 28, 2025SAKURA Internet Inc. announced that they will report Q2, 2026 results on Oct 28, 2025
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,940, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 401% over the past three years.
분석 기사 • Aug 04What You Can Learn From SAKURA Internet Inc.'s (TSE:3778) P/E After Its 28% Share Price CrashSAKURA Internet Inc. ( TSE:3778 ) shares have had a horrible month, losing 28% after a relatively good period...
Reported Earnings • Jul 30First quarter 2026 earnings released: JP¥8.10 loss per share (vs JP¥1.15 profit in 1Q 2025)First quarter 2026 results: JP¥8.10 loss per share (down from JP¥1.15 profit in 1Q 2025). Revenue: JP¥7.49b (up 26% from 1Q 2025). Net loss: JP¥324.0m (down JP¥365.7m from profit in 1Q 2025). 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 increased by 62% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 09Does SAKURA Internet (TSE:3778) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jun 23SAKURA Internet's (TSE:3778) Earnings Aren't As Good As They AppearSAKURA Internet Inc. ( TSE:3778 ) recently released a strong earnings report, and the market responded by raising the...
Reported Earnings • Jun 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥75.22 (up from JP¥18.24 in FY 2024). Revenue: JP¥31.4b (up 44% from FY 2024). Net income: JP¥2.94b (up 351% from FY 2024). Profit margin: 9.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Jun 20SAKURA Internet Inc. Announces Executive and Board Appointments, Effective as of June 20, 2025With respect to personnel relationships, SAKURA Internet Inc. has appointed the following individuals from Sojitz Corporation: Ms. Tomomi Arakawa, Director, Executive Vice President, Chief Digital Officer, Chief announced Ms. Tomomi Arakawa, Director, Executive Vice President, Chief Digital Officer, Chief Information Officer, and Head of Digital Transformation Headquarters. Reason for Appointment: To strengthen the supervisory function of our Board of Directors and enhance collaboration with Sojitz Group. Mr. Tatsuya Morita, Senior Executive Officer, Chief Compliance Officer, Chief Information Security Officer, and Head of Legal and Internal Control Division, as Outside Directors. Reason for Appointment: To strengthen the supervisory function of our Board of Directors and enhance collaboration with Sojitz Group. Mr. Tomoyuki Hirose, Deputy Head of the Consumer Industry & Agribusiness Division, as an Outside Audit & Supervisory Board Member. To strengthen the supervisory function of our Audit & Supervisory Board and enhance collaboration with Sojitz Group. Effective as of June 20, 2025.
분석 기사 • Jun 18Investors Appear Satisfied With SAKURA Internet Inc.'s (TSE:3778) Prospects As Shares Rocket 26%SAKURA Internet Inc. ( TSE:3778 ) shares have had a really impressive month, gaining 26% after a shaky period...
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,040, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 629% over the past three years.
공지 • Jun 03SAKURA Internet Inc. to Report Q1, 2026 Results on Jul 28, 2025SAKURA Internet Inc. announced that they will report Q1, 2026 results on Jul 28, 2025
분석 기사 • May 22Does SAKURA Internet (TSE:3778) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Apr 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥75.22 (up from JP¥18.24 in FY 2024). Revenue: JP¥31.4b (up 44% from FY 2024). Net income: JP¥2.94b (up 351% from FY 2024). Profit margin: 9.3% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Apr 28SAKURA Internet Inc., Annual General Meeting, Jun 20, 2025SAKURA Internet Inc., Annual General Meeting, Jun 20, 2025.
Board Change • Apr 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Independent Outside Director Tomomi Arakawa was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
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 8.6% 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 22%After last week's 22% share price decline to JP¥2,859, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 424% over the past three years.
분석 기사 • Apr 03The Return Trends At SAKURA Internet (TSE:3778) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.4%).
분석 기사 • Mar 18SAKURA Internet Inc.'s (TSE:3778) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in the IT industry in Japan have price-to-sales ratios (or "P/S") below 1.1x, you may...
공지 • Mar 08SAKURA Internet Inc. to Report Fiscal Year 2025 Results on Apr 28, 2025SAKURA Internet Inc. announced that they will report fiscal year 2025 results on Apr 28, 2025
분석 기사 • Feb 18Should You Be Adding SAKURA Internet (TSE:3778) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥23.30 (vs JP¥3.61 in 3Q 2024)Third quarter 2025 results: EPS: JP¥23.30 (up from JP¥3.61 in 3Q 2024). Revenue: JP¥8.13b (up 53% from 3Q 2024). Net income: JP¥932.0m (up JP¥803.0m from 3Q 2024). Profit margin: 12% (up from 2.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 37% 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 48% per year but the company’s share price has increased by 110% per year, which means it is tracking significantly ahead of earnings growth.
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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).
공지 • Dec 21SAKURA Internet Inc. to Report Q3, 2025 Results on Jan 31, 2025SAKURA Internet Inc. announced that they will report Q3, 2025 results on Jan 31, 2025
분석 기사 • Nov 18Shareholders In SAKURA Internet (TSE:3778) Should Look Beyond Earnings For The Full StorySAKURA Internet Inc.'s ( TSE:3778 ) stock rose after it released a robust earnings report. While the headline numbers...
분석 기사 • Nov 11After Leaping 35% SAKURA Internet Inc. (TSE:3778) Shares Are Not Flying Under The RadarDespite an already strong run, SAKURA Internet Inc. ( TSE:3778 ) shares have been powering on, with a gain of 35% in...
공지 • Oct 30SAKURA Internet Inc. Provides Cash Dividend Guidance for the Year Ending March 31, 2025SAKURA Internet Inc. provided cash dividend guidance for the year ending March 31, 2025. For the year, the company expects to pay dividend of JPY 4.00 per share against JPY 3.50 per share a year ago.
Declared Dividend • Oct 30Dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 0.08%, which is lower than the industry average of 1.4%.
Reported Earnings • Oct 29Second quarter 2025 earnings released: EPS: JP¥16.70 (vs JP¥1.88 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.70 (up from JP¥1.88 in 2Q 2024). Revenue: JP¥7.34b (up 40% from 2Q 2024). Net income: JP¥668.3m (up JP¥601.3m from 2Q 2024). Profit margin: 9.1% (up from 1.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 104% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Oct 28SAKURA Internet Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025SAKURA Internet Inc. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 29,000 million, operating profit of JPY 2,600 million, profit attributable to owners of parent of JPY 1,550 million or JPY 39.71 per share.
분석 기사 • Sep 20Here's Why SAKURA Internet (TSE:3778) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Sep 02Revenues Not Telling The Story For SAKURA Internet Inc. (TSE:3778) After Shares Rise 33%Those holding SAKURA Internet Inc. ( TSE:3778 ) shares would be relieved that the share price has rebounded 33% in the...
공지 • Aug 27SAKURA Internet Inc. to Report Q2, 2025 Results on Oct 28, 2024SAKURA Internet Inc. announced that they will report Q2, 2025 results on Oct 28, 2024
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥1.13 (vs JP¥3.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.13 (down from JP¥3.03 in 1Q 2024). Revenue: JP¥5.94b (up 16% from 1Q 2024). Net income: JP¥41.0m (down 62% from 1Q 2024). Profit margin: 0.7% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 18Risks To Shareholder Returns Are Elevated At These Prices For SAKURA Internet Inc. (TSE:3778)When close to half the companies in the IT industry in Japan have price-to-sales ratios (or "P/S") below 1.2x, you may...
분석 기사 • Jun 17SAKURA Internet (TSE:3778) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • May 03SAKURA Internet's (TSE:3778) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite SAKURA Internet Inc.'s ( TSE:3778 ) recent earnings report having lackluster headline numbers, the market...
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥18.24 (vs JP¥18.27 in FY 2023)Full year 2024 results: EPS: JP¥18.24 (down from JP¥18.27 in FY 2023). Revenue: JP¥21.8b (up 5.8% from FY 2023). Net income: JP¥651.0m (down 2.3% from FY 2023). Profit margin: 3.0% (down from 3.2% in FY 2023). The decrease in margin was driven by higher expenses. 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 104% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Apr 29SAKURA Internet Inc., Annual General Meeting, Jun 25, 2024SAKURA Internet Inc., Annual General Meeting, Jun 25, 2024.
분석 기사 • Apr 17More Unpleasant Surprises Could Be In Store For SAKURA Internet Inc.'s (TSE:3778) Shares After Tumbling 28%The SAKURA Internet Inc. ( TSE:3778 ) share price has softened a substantial 28% over the previous 30 days, handing...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. The company last paid an ordinary dividend in July 2015. The average dividend yield among industry peers is 1.4%.
공지 • Mar 02SAKURA Internet Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024SAKURA Internet Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024
분석 기사 • Feb 26SAKURA Internet Inc.'s (TSE:3778) 46% Price Boost Is Out Of Tune With RevenuesSAKURA Internet Inc. ( TSE:3778 ) shares have continued their recent momentum with a 46% gain in the last month alone...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥3.61 (vs JP¥4.64 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.61 (down from JP¥4.64 in 3Q 2023). Revenue: JP¥5.32b (up 5.2% from 3Q 2023). Net income: JP¥129.0m (down 24% from 3Q 2023). Profit margin: 2.4% (down from 3.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Nov 26SAKURA Internet Inc. to Report Q3, 2024 Results on Jan 31, 2024SAKURA Internet Inc. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥1.88 (vs JP¥2.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.88 (down from JP¥2.87 in 2Q 2023). Revenue: JP¥5.24b (up 4.2% from 2Q 2023). Net income: JP¥67.0m (down 36% from 2Q 2023). Profit margin: 1.3% (down from 2.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.
공지 • Aug 31SAKURA Internet Inc. to Report Q2, 2024 Results on Oct 30, 2023SAKURA Internet Inc. announced that they will report Q2, 2024 results on Oct 30, 2023
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,116, the stock trades at a trailing P/E ratio of 63x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 92% over the past three years.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥3.03 (vs JP¥3.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.03 (down from JP¥3.89 in 1Q 2023). Revenue: JP¥5.11b (up 2.8% from 1Q 2023). Net income: JP¥108.0m (down 24% from 1Q 2023). Profit margin: 2.1% (down from 2.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Jun 29SAKURA Internet Inc. to Report Q1, 2024 Results on Jul 31, 2023SAKURA Internet Inc. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • Jun 18Full year 2023 earnings released: EPS: JP¥18.27 (vs JP¥7.54 in FY 2022)Full year 2023 results: EPS: JP¥18.27 (up from JP¥7.54 in FY 2022). Revenue: JP¥20.6b (up 3.0% from FY 2022). Net income: JP¥666.0m (up 142% from FY 2022). Profit margin: 3.2% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 17New 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 8.8% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥856, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 34% over the past three years.
Buying Opportunity • Jun 08Now 21% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be JP¥839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.
Buying Opportunity • May 19Now 22% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥832, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.
Buying Opportunity • May 02Now 23% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥841, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 23%.
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥18.27 (vs JP¥7.54 in FY 2022)Full year 2023 results: EPS: JP¥18.27 (up from JP¥7.54 in FY 2022). Revenue: JP¥20.6b (up 3.0% from FY 2022). Net income: JP¥666.0m (up 142% from FY 2022). Profit margin: 3.2% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥573, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 2.6% over the past three years.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥602, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 4.4% over the past three years.
공지 • Feb 01SAKURA Internet Inc. (TSE:3778) announces an Equity Buyback for 1,200,000 shares, representing 3.28% for ¥600 million.SAKURA Internet Inc. (TSE:3778) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 3.28% of its total shares outstanding (excluding treasury shares), for a total of ¥600 million. The purpose of repurchase program is to improve capital efficiency, to enhance the shareholders returns and to use the shares for restricted stock compensation as an incentive for sustainable growth and for future mergers and acquisitions. The repurchase program is valid till November 30, 2023. As of December 31, 2022, the company had 36,605,056 shares outstanding (excluding treasury shares) and had 1,015,644 shares in treasury.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥4.64 (vs JP¥4.00 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.64 (up from JP¥4.00 in 3Q 2022). Revenue: JP¥5.05b (up 1.9% from 3Q 2022). Net income: JP¥170.0m (up 16% from 3Q 2022). Profit margin: 3.4% (up from 2.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공지 • Jan 25SAKURA Internet Inc. to Report Q3, 2023 Results on Jan 31, 2023SAKURA Internet Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥2.87 (vs JP¥3.26 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥2.87 (up from JP¥3.26 loss in 2Q 2022). Revenue: JP¥5.03b (up 3.8% from 2Q 2022). Net income: JP¥105.0m (up JP¥224.0m from 2Q 2022). Profit margin: 2.1% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공지 • Oct 05SAKURA Internet Inc. to Report Q2, 2023 Results on Oct 28, 2022SAKURA Internet Inc. announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥3.89 (vs JP¥1.37 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.89 (up from JP¥1.37 in 1Q 2022). Revenue: JP¥4.96b (up 3.0% from 1Q 2022). Net income: JP¥142.0m (up 184% from 1Q 2022). Profit margin: 2.9% (up from 1.0% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공지 • Jun 29SAKURA Internet Inc. to Report Q1, 2023 Results on Jul 28, 2022SAKURA Internet Inc. announced that they will report Q1, 2023 results on Jul 28, 2022
Reported Earnings • Jun 20Full year 2022 earnings released: EPS: JP¥7.54 (vs JP¥20.78 in FY 2021)Full year 2022 results: EPS: JP¥7.54 (down from JP¥20.78 in FY 2021). Revenue: JP¥20.0b (down 9.7% from FY 2021). Net income: JP¥275.0m (down 64% from FY 2021). Profit margin: 1.4% (down from 3.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥7.54 (vs JP¥20.78 in FY 2021)Full year 2022 results: EPS: JP¥7.54 (down from JP¥20.78 in FY 2021). Revenue: JP¥20.0b (down 9.7% from FY 2021). Net income: JP¥275.0m (down 64% from FY 2021). Profit margin: 1.4% (down from 3.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공지 • Apr 07SAKURA Internet Inc. to Report Fiscal Year 2022 Results on Apr 27, 2022SAKURA Internet Inc. announced that they will report fiscal year 2022 results on Apr 27, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.5%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥4.00 (down from JP¥5.29 in 3Q 2021). Revenue: JP¥4.96b (down 6.6% from 3Q 2021). Net income: JP¥146.0m (down 24% from 3Q 2021). Profit margin: 2.9% (down from 3.6% in 3Q 2021). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공지 • Jan 30SAKURA Internet Inc. to Report Q3, 2022 Results on Jan 31, 2022SAKURA Internet Inc. announced that they will report Q3, 2022 results on Jan 31, 2022
Reported Earnings • Oct 28Second quarter 2022 earnings released: JP¥3.26 loss per share (vs JP¥4.52 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: JP¥4.84b (down 11% from 2Q 2021). Net loss: JP¥119.0m (down 172% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.