View Future GrowthNEOJAPAN 과거 순이익 실적과거 기준 점검 6/6NEOJAPAN은 연평균 19.2%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 12% 증가했습니다. 매출은 연평균 8.2%의 비율로 증가했습니다. NEOJAPAN의 자기자본이익률은 24.2%이고 순이익률은 22%입니다.핵심 정보19.24%순이익 성장률20.91%주당순이익(EPS) 성장률Software 산업 성장률12.13%매출 성장률8.25%자기자본이익률24.18%순이익률21.98%최근 순이익 업데이트31 Jan 2026최근 과거 실적 업데이트Reported Earnings • Mar 12Full year 2026 earnings released: EPS: JP¥129 (vs JP¥100 in FY 2025)Full year 2026 results: EPS: JP¥129 (up from JP¥100 in FY 2025). Revenue: JP¥8.23b (up 13% from FY 2025). Net income: JP¥1.81b (up 28% from FY 2025). Profit margin: 22% (up from 20% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 13Third quarter 2026 earnings released: EPS: JP¥33.05 (vs JP¥27.27 in 3Q 2025)Third quarter 2026 results: EPS: JP¥33.05 (up from JP¥27.27 in 3Q 2025). Revenue: JP¥2.11b (up 10% from 3Q 2025). Net income: JP¥463.3m (up 22% from 3Q 2025). Profit margin: 22% (up from 20% in 3Q 2025). The increase in margin was driven by higher revenue. 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.공지 • Oct 02NEOJAPAN Inc. to Report Q3, 2026 Results on Dec 11, 2025NEOJAPAN Inc. announced that they will report Q3, 2026 results on Dec 11, 2025분석 기사 • Sep 19NEOJAPAN's (TSE:3921) Strong Earnings Are Of Good QualityInvestors were underwhelmed by the solid earnings posted by NEOJAPAN Inc. ( TSE:3921 ) recently. Our analysis says that...Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥31.54 (vs JP¥20.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.54 (up from JP¥20.53 in 2Q 2025). Revenue: JP¥1.98b (up 18% from 2Q 2025). Net income: JP¥441.6m (up 54% from 2Q 2025). Profit margin: 22% (up from 17% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 26% per year.공지 • Jun 29NEOJAPAN Inc. to Report Q2, 2026 Results on Sep 12, 2025NEOJAPAN Inc. announced that they will report Q2, 2026 results on Sep 12, 2025모든 업데이트 보기Recent updatesReported Earnings • Mar 12Full year 2026 earnings released: EPS: JP¥129 (vs JP¥100 in FY 2025)Full year 2026 results: EPS: JP¥129 (up from JP¥100 in FY 2025). Revenue: JP¥8.23b (up 13% from FY 2025). Net income: JP¥1.81b (up 28% from FY 2025). Profit margin: 22% (up from 20% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.공지 • Mar 11NEOJAPAN Inc., Annual General Meeting, Apr 28, 2026NEOJAPAN Inc., Annual General Meeting, Apr 28, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 28 April 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.8%).분석 기사 • Jan 09NEOJAPAN's (TSE:3921) Shareholders Will Receive A Bigger Dividend Than Last YearNEOJAPAN Inc. ( TSE:3921 ) will increase its dividend from last year's comparable payment on the 28th of April to...분석 기사 • Dec 14NEOJAPAN (TSE:3921) Is Increasing Its Dividend To ¥29.00NEOJAPAN Inc. ( TSE:3921 ) will increase its dividend from last year's comparable payment on the 28th of April to...Reported Earnings • Dec 13Third quarter 2026 earnings released: EPS: JP¥33.05 (vs JP¥27.27 in 3Q 2025)Third quarter 2026 results: EPS: JP¥33.05 (up from JP¥27.27 in 3Q 2025). Revenue: JP¥2.11b (up 10% from 3Q 2025). Net income: JP¥463.3m (up 22% from 3Q 2025). Profit margin: 22% (up from 20% in 3Q 2025). The increase in margin was driven by higher revenue. 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.Declared Dividend • Oct 04First half dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 29th January 2026 Payment date: 28th April 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 38% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 24% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공지 • Oct 02NEOJAPAN Inc. to Report Q3, 2026 Results on Dec 11, 2025NEOJAPAN Inc. announced that they will report Q3, 2026 results on Dec 11, 2025분석 기사 • Sep 19NEOJAPAN's (TSE:3921) Strong Earnings Are Of Good QualityInvestors were underwhelmed by the solid earnings posted by NEOJAPAN Inc. ( TSE:3921 ) recently. Our analysis says that...Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥31.54 (vs JP¥20.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.54 (up from JP¥20.53 in 2Q 2025). Revenue: JP¥1.98b (up 18% from 2Q 2025). Net income: JP¥441.6m (up 54% from 2Q 2025). Profit margin: 22% (up from 17% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 26% per year.Upcoming Dividend • Jul 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 06 October 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.6%).분석 기사 • Jul 17NEOJAPAN (TSE:3921) Will Pay A Dividend Of ¥21.00NEOJAPAN Inc. ( TSE:3921 ) has announced that it will pay a dividend of ¥21.00 per share on the 6th of October. This...New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 2.3% 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 Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (0% cash payout ratio).분석 기사 • Jun 30NEOJAPAN (TSE:3921) Is Due To Pay A Dividend Of ¥21.00The board of NEOJAPAN Inc. ( TSE:3921 ) has announced that it will pay a dividend of ¥21.00 per share on the 6th of...공지 • Jun 29NEOJAPAN Inc. to Report Q2, 2026 Results on Sep 12, 2025NEOJAPAN Inc. announced that they will report Q2, 2026 results on Sep 12, 2025분석 기사 • Jun 17NEOJAPAN Inc.'s (TSE:3921) P/E Is Still On The Mark Following 27% Share Price BounceNEOJAPAN Inc. ( TSE:3921 ) shareholders have had their patience rewarded with a 27% share price jump in the last month...New Risk • Jun 16New 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 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Jun 15First quarter 2026 earnings released: EPS: JP¥31.97 (vs JP¥21.91 in 1Q 2025)First quarter 2026 results: EPS: JP¥31.97 (up from JP¥21.91 in 1Q 2025). Revenue: JP¥2.00b (up 18% from 1Q 2025). Net income: JP¥447.4m (up 42% from 1Q 2025). Profit margin: 22% (up from 19% in 1Q 2025). 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 17% per year, which means it is significantly lagging earnings growth.분석 기사 • May 08NEOJAPAN (TSE:3921) Is Due To Pay A Dividend Of ¥21.00NEOJAPAN Inc. ( TSE:3921 ) will pay a dividend of ¥21.00 on the 6th of October. This takes the dividend yield to 2.8...Declared Dividend • May 08Final dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 30th July 2025 Payment date: 6th October 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 48% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공지 • Apr 25NEOJAPAN Inc. to Report Q1, 2026 Results on Jun 13, 2025NEOJAPAN Inc. announced that they will report Q1, 2026 results on Jun 13, 2025New Risk • Apr 07New 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,267, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 10% over the past three years.분석 기사 • Mar 20Shareholders Can Be Confident That NEOJAPAN's (TSE:3921) Earnings Are High QualityEven though NEOJAPAN Inc. ( TSE:3921 ) posted strong earnings, investors appeared to be underwhelmed. We did some...Buy Or Sell Opportunity • Mar 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥1,506. The fair value is estimated to be JP¥1,901, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 17%.공지 • Mar 13+ 2 more updatesNEOJAPAN Inc., Annual General Meeting, Apr 25, 2025NEOJAPAN Inc., Annual General Meeting, Apr 25, 2025.Upcoming Dividend • Jan 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).공지 • Jan 03NEOJAPAN Inc. to Report Fiscal Year 2025 Results on Mar 13, 2025NEOJAPAN Inc. announced that they will report fiscal year 2025 results on Mar 13, 2025Reported Earnings • Dec 12Third quarter 2025 earnings released: EPS: JP¥27.24 (vs JP¥23.27 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.24 (up from JP¥23.27 in 3Q 2024). Revenue: JP¥1.92b (up 11% from 3Q 2024). Net income: JP¥381.0m (up 10% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.공지 • Dec 10+ 1 more updateNEOJAPAN Inc. Revises Dividend Guidance for the Fiscal Year Ending January 31, 2025NEOJAPAN Inc. revised dividend guidance for the fiscal year ending January 31, 2025. For the year, the company now expects to pay dividend of JPY 17.00 per share against previous guidance of JPY 14.00 per share. Reasons for the changes: The Company's basic policy is to continue to return profits to shareholders in line with business performance while establishing a stable management base over the long term and increasing internal reserves necessary for future business expansion. Specifically, the Company targets a dividend payout ratio of 30% or more, which shall be determined in consideration of the future business environment. Based on this basic policy, and considering the full-year results forecast stated above in "1. Changes to the figures for consolidated financial results forecast for the fiscal year ending January 31, 2025" the company has decided to change the year-end dividend forecast from JPY 14 per share as stated in the previous forecast to JPY 17 per share.New Risk • Nov 06New 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 6.9% 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. This is currently the only risk that has been identified for the company.공지 • Sep 28NEOJAPAN Inc. to Report Q3, 2025 Results on Dec 10, 2024NEOJAPAN Inc. announced that they will report Q3, 2025 results on Dec 10, 2024Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,997, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 21x in the Software industry in Japan. Total returns to shareholders of 25% over the past three years.Reported Earnings • Sep 13Second quarter 2025 earnings released: EPS: JP¥20.51 (vs JP¥14.30 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.51 (up from JP¥14.30 in 2Q 2024). Revenue: JP¥1.68b (up 6.3% from 2Q 2024). Net income: JP¥286.8m (up 35% from 2Q 2024). Profit margin: 17% (up from 13% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.분석 기사 • Aug 19NEOJAPAN (TSE:3921) Knows How To Allocate Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Buy Or Sell Opportunity • Aug 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to JP¥1,643. The fair value is estimated to be JP¥1,356, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 7.0%.공지 • Jul 04NEOJAPAN Inc. to Report Q2, 2025 Results on Sep 11, 2024NEOJAPAN Inc. announced that they will report Q2, 2025 results on Sep 11, 2024Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥21.91 (vs JP¥18.06 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.91 (up from JP¥18.06 in 1Q 2024). Revenue: JP¥1.69b (up 2.6% from 1Q 2024). Net income: JP¥315.0m (up 17% from 1Q 2024). Profit margin: 19% (up from 16% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jun 17Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to JP¥1,498. The fair value is estimated to be JP¥1,224, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 7.0%.New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). High level of non-cash earnings (28% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공지 • Apr 28NEOJAPAN Inc. to Report Q1, 2025 Results on Jun 14, 2024NEOJAPAN Inc. announced that they will report Q1, 2025 results on Jun 14, 2024Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,341, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 18% over the past three years.분석 기사 • Apr 11Investors Appear Satisfied With NEOJAPAN Inc.'s (TSE:3921) ProspectsWith a price-to-earnings (or "P/E") ratio of 20.1x NEOJAPAN Inc. ( TSE:3921 ) may be sending bearish signals at the...New Risk • Apr 10New 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 5.8% 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: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change).분석 기사 • Mar 20NEOJAPAN's (TSE:3921) Profits May Not Reveal Underlying IssuesNEOJAPAN Inc. ( TSE:3921 ) just released a solid earnings report, and the stock displayed some strength. Despite this...Reported Earnings • Mar 14Full year 2024 earnings released: EPS: JP¥64.40 (vs JP¥54.46 in FY 2023)Full year 2024 results: EPS: JP¥64.40 (up from JP¥54.46 in FY 2023). Revenue: JP¥6.62b (up 10% from FY 2023). Net income: JP¥956.0m (up 18% from FY 2023). Profit margin: 14% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공지 • Mar 14NEOJAPAN Inc. (TSE:3921) announces an Equity Buyback for 850,000 shares, representing 5.73% for ¥951.15 million.NEOJAPAN Inc. (TSE:3921) announces a share repurchase program. Under the program, the company will repurchase up to 850,000 shares, representing 5.73% of its issued share capital (excluding treasury stock), for ¥951.15 million. The shares will be repurchased from Katsuya Otsubo, a major shareholder of the Company. The repurchase price will be ¥1,119 per share. The purpose of the program is to boost the market capitalization of the tradable shares. As of January 31, 2024, the company had 14,829,235 shares in issue (excluding treasury stock) and 85,565 shares in treasury.공지 • Mar 13NEOJAPAN Inc., Annual General Meeting, Apr 26, 2024NEOJAPAN Inc., Annual General Meeting, Apr 26, 2024.Buy Or Sell Opportunity • Feb 13Now 21% undervaluedOver the last 90 days, the stock has risen 2.4% to JP¥1,018. The fair value is estimated to be JP¥1,291, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 8.4%.공지 • Jan 26NEOJAPAN Inc. to Report Q4, 2024 Results on Mar 13, 2024NEOJAPAN Inc. announced that they will report Q4, 2024 results on Mar 13, 2024Upcoming Dividend • Jan 23Upcoming dividend of JP¥23.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 28 April 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: JP¥23.24 (vs JP¥16.36 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.24 (up from JP¥16.36 in 3Q 2023). Revenue: JP¥1.73b (up 14% from 3Q 2023). Net income: JP¥344.6m (up 41% from 3Q 2023). Profit margin: 20% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.공지 • Dec 13+ 1 more updateNEOJAPAN Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2024NEOJAPAN Inc. revised consolidated earnings guidance for the fiscal year ending January 31, 2024. For the year, the company expects net sales of JPY 6,570 million against previous guidance of JPY 6,359 million, operating profit of JPY 1,128 million against previous guidance of JPY 937 million, profit attributable to owners of parent of JPY 832 million against previous guidance of JPY 629 million and basic earnings per share of JPY 56.11 against previous guidance of JPY 42.20 yen.공지 • Oct 21NEOJAPAN Inc. to Report Q3, 2024 Results on Dec 13, 2023NEOJAPAN Inc. announced that they will report Q3, 2024 results on Dec 13, 2023Reported Earnings • Sep 15Second quarter 2024 earnings released: EPS: JP¥14.34 (vs JP¥16.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥14.34 (down from JP¥16.23 in 2Q 2023). Revenue: JP¥1.58b (up 9.7% from 2Q 2023). Net income: JP¥212.5m (down 12% from 2Q 2023). Profit margin: 14% (down from 17% 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 8% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 30Now 22% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be JP¥1,386, however this is not to be taken as a buy recommendation but rather should be used as a guide only.공지 • Jul 28NEOJAPAN Inc. to Report Q2, 2024 Results on Sep 13, 2023NEOJAPAN Inc. announced that they will report Q2, 2024 results on Sep 13, 2023Reported Earnings • Jun 16First quarter 2024 earnings released: EPS: JP¥18.09 (vs JP¥14.82 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.09 (up from JP¥14.82 in 1Q 2023). Revenue: JP¥1.65b (up 10.0% from 1Q 2023). Net income: JP¥269.4m (up 22% from 1Q 2023). Profit margin: 16% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue.공지 • Jun 15NEOJAPAN Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2024NEOJAPAN Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2024. For the year, the company expects net sales of JPY 6,359 million, operating profit of JPY 937 million, profit attributable to owners of parent of JPY 629 million and basic earnings per share of JPY 42.20.Reported Earnings • May 03Full year 2023 earnings released: EPS: JP¥54.46 (vs JP¥58.14 in FY 2022)Full year 2023 results: EPS: JP¥54.46 (down from JP¥58.14 in FY 2022). Revenue: JP¥6.01b (up 1.5% from FY 2022). Net income: JP¥812.0m (down 6.2% from FY 2022). Profit margin: 14% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Buying Opportunity • Mar 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be JP¥1,047, 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 15%.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: JP¥54.46 (vs JP¥58.14 in FY 2022)Full year 2023 results: EPS: JP¥54.46 (down from JP¥58.14 in FY 2022). Revenue: JP¥6.01b (up 1.5% from FY 2022). Net income: JP¥812.0m (down 6.2% from FY 2022). Profit margin: 14% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buying Opportunity • Jan 30Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be JP¥1,256, 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 18%.Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.9%).공지 • Jan 06NEOJAPAN Inc. to Report Q4, 2023 Results on Mar 13, 2023NEOJAPAN Inc. announced that they will report Q4, 2023 results on Mar 13, 2023Reported Earnings • Dec 15Third quarter 2023 earnings released: EPS: JP¥16.36 (vs JP¥16.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.36 (down from JP¥16.65 in 3Q 2022). Revenue: JP¥1.53b (flat on 3Q 2022). Net income: JP¥244.0m (down 1.6% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공지 • Dec 14+ 1 more updateNEOJAPAN Inc. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023NEOJAPAN Inc. provided dividend guidance for the fiscal year ending January 31, 2023. For the year, the company expects to pay dividend of JPY 20.00 per share.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Shigehiko Matsumoto was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공지 • Oct 02NEOJAPAN Inc. to Report Q3, 2023 Results on Dec 13, 2022NEOJAPAN Inc. announced that they will report Q3, 2023 results on Dec 13, 2022Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥16.23 (vs JP¥17.19 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.23 (down from JP¥17.19 in 2Q 2022). Revenue: JP¥1.44b (down 2.7% from 2Q 2022). Net income: JP¥242.0m (down 5.5% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022).공지 • Sep 15NEOJAPAN Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2023NEOJAPAN Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2023. For the year, the company expects net sales of JPY 5,989 million, operating profit of JPY 1,094 million, profit attributable to owners of parent of JPY 782 million and basic earnings per share of JPY 52.48.공지 • Sep 14NEOJAPAN Inc. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023NEOJAPAN Inc. provided dividend guidance for the fiscal year ending January 31, 2023. For the year, the company expects to pay year-end dividend of JPY 19.00 per share against JPY 14.00 per share paid for the same period a year ago.Buying Opportunity • Aug 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be JP¥1,445, 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 year. Earnings per share has grown by 19%.Buying Opportunity • Jul 25Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,443, 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 year. Earnings per share has grown by 19%.공지 • Jul 16NEOJAPAN Inc. to Report Q2, 2023 Results on Sep 14, 2022NEOJAPAN Inc. announced that they will report Q2, 2023 results on Sep 14, 2022Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,017, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 17% over the past three years.Buying Opportunity • Jun 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be JP¥1,418, 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 year. Earnings per share has grown by 19%.Reported Earnings • Jun 12First quarter 2023 earnings released: EPS: JP¥14.83 (vs JP¥15.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥14.83 (down from JP¥15.92 in 1Q 2022). Revenue: JP¥1.50b (up 9.9% from 1Q 2022). Net income: JP¥221.1m (down 6.7% from 1Q 2022). Profit margin: 15% (down from 17% in 1Q 2022). The decrease in margin was driven by higher expenses.공지 • Jun 11+ 1 more updateNEOJAPAN Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2023NEOJAPAN Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2023. For the year, the company expects net sales of JPY 6,271 million, operating profit of JPY 1,271 million, profit attributable to owners of parent of JPY 920 million and basic earnings per share of JPY 61.77.Buying Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock is up 1.7%. The fair value is estimated to be JP¥1,407, 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 year. Earnings per share has grown by 28%.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Shigehiko Matsumoto was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공지 • Apr 23NEOJAPAN Inc. to Report Q1, 2023 Results on Jun 10, 2022NEOJAPAN Inc. announced that they will report Q1, 2023 results on Jun 10, 2022Buying Opportunity • Apr 19Now 20% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be JP¥1,416, 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 year. Earnings per share has grown by 28%.Buying Opportunity • Mar 21Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be JP¥1,407, 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 year. Earnings per share has grown by 28% over the last year.Upcoming Dividend • Jan 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.7%).Reported Earnings • Dec 19Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥16.65 (up from JP¥7.94 in 3Q 2021). Revenue: JP¥1.54b (up 18% from 3Q 2021). Net income: JP¥248.0m (up 110% from 3Q 2021). Profit margin: 16% (up from 9.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Earnings per share (EPS) surpassed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 7.5%, compared to a 16% growth forecast for the industry in Japan.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,453, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 28x in the Software industry in Japan. Total returns to shareholders of 45% over the past three years.Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥17.19 (vs JP¥7.94 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.48b (up 14% from 2Q 2021). Net income: JP¥256.0m (up 117% from 2Q 2021). Profit margin: 17% (up from 9.0% in 2Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Jun 14First quarter 2022 earnings released: EPS JP¥15.92 (vs JP¥7.55 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥1.36b (down 3.2% from 1Q 2021). Net income: JP¥237.0m (up 112% from 1Q 2021). Profit margin: 17% (up from 8.0% in 1Q 2021). The increase in margin was driven by lower expenses.Reported Earnings • May 03Full year 2021 earnings released: EPS JP¥45.57 (vs JP¥33.38 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥5.33b (up 42% from FY 2020). Net income: JP¥677.0m (up 37% from FY 2020). Profit margin: 13% (in line with FY 2020).공지 • Mar 13NEOJAPAN Inc., Annual General Meeting, Apr 27, 2021NEOJAPAN Inc., Annual General Meeting, Apr 27, 2021.Analyst Estimate Surprise Post Earnings • Mar 12Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 6.7%, compared to a 13% growth forecast for the Software industry in Japan.매출 및 비용 세부 내역NEOJAPAN가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:3921 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Jan 268,2301,8092,238031 Oct 258,0661,7832,117031 Jul 257,8701,7012,103030 Apr 257,5721,5462,093031 Jan 257,2631,4142,080031 Oct 246,9451,1142,256031 Jul 246,7571,0772,196030 Apr 246,6571,0022,331031 Jan 246,6159562,342031 Oct 236,5019312,233031 Jul 236,2958302,226030 Apr 236,1568602,037031 Jan 236,0078121,991031 Oct 226,0048321,929031 Jul 226,0148361,878030 Apr 226,0548501,828031 Jan 225,9208661,782031 Oct 215,7789031,843031 Jul 215,5467731,850030 Apr 215,3657141,837031 Jan 215,3256771,815031 Oct 205,3326271,667031 Jan 203,7424951,5240양질의 수익: 3921는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 3921의 현재 순 이익률 (22%)은 지난해 (19.5%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 3921의 수익은 지난 5년 동안 연평균 19.2% 증가했습니다.성장 가속화: 지난 1년간 3921 의 수익 증가율(27.9%)은 연간 평균(19.2%)을 초과합니다.수익 대 산업: 3921의 지난 1년 수익 증가율(27.9%)은 Software 업계의 18.6%를 상회했습니다.자기자본이익률높은 ROE: 3921의 자본 수익률(24.2%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/09 08:19종가2026/05/08 00:00수익2026/01/31연간 수익2026/01/31데이터 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 소스NEOJAPAN Inc.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kenichi ItoIchiyoshi Research Institute Inc.
Reported Earnings • Mar 12Full year 2026 earnings released: EPS: JP¥129 (vs JP¥100 in FY 2025)Full year 2026 results: EPS: JP¥129 (up from JP¥100 in FY 2025). Revenue: JP¥8.23b (up 13% from FY 2025). Net income: JP¥1.81b (up 28% from FY 2025). Profit margin: 22% (up from 20% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 13Third quarter 2026 earnings released: EPS: JP¥33.05 (vs JP¥27.27 in 3Q 2025)Third quarter 2026 results: EPS: JP¥33.05 (up from JP¥27.27 in 3Q 2025). Revenue: JP¥2.11b (up 10% from 3Q 2025). Net income: JP¥463.3m (up 22% from 3Q 2025). Profit margin: 22% (up from 20% in 3Q 2025). The increase in margin was driven by higher revenue. 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.
공지 • Oct 02NEOJAPAN Inc. to Report Q3, 2026 Results on Dec 11, 2025NEOJAPAN Inc. announced that they will report Q3, 2026 results on Dec 11, 2025
분석 기사 • Sep 19NEOJAPAN's (TSE:3921) Strong Earnings Are Of Good QualityInvestors were underwhelmed by the solid earnings posted by NEOJAPAN Inc. ( TSE:3921 ) recently. Our analysis says that...
Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥31.54 (vs JP¥20.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.54 (up from JP¥20.53 in 2Q 2025). Revenue: JP¥1.98b (up 18% from 2Q 2025). Net income: JP¥441.6m (up 54% from 2Q 2025). Profit margin: 22% (up from 17% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 26% per year.
공지 • Jun 29NEOJAPAN Inc. to Report Q2, 2026 Results on Sep 12, 2025NEOJAPAN Inc. announced that they will report Q2, 2026 results on Sep 12, 2025
Reported Earnings • Mar 12Full year 2026 earnings released: EPS: JP¥129 (vs JP¥100 in FY 2025)Full year 2026 results: EPS: JP¥129 (up from JP¥100 in FY 2025). Revenue: JP¥8.23b (up 13% from FY 2025). Net income: JP¥1.81b (up 28% from FY 2025). Profit margin: 22% (up from 20% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
공지 • Mar 11NEOJAPAN Inc., Annual General Meeting, Apr 28, 2026NEOJAPAN Inc., Annual General Meeting, Apr 28, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 28 April 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.8%).
분석 기사 • Jan 09NEOJAPAN's (TSE:3921) Shareholders Will Receive A Bigger Dividend Than Last YearNEOJAPAN Inc. ( TSE:3921 ) will increase its dividend from last year's comparable payment on the 28th of April to...
분석 기사 • Dec 14NEOJAPAN (TSE:3921) Is Increasing Its Dividend To ¥29.00NEOJAPAN Inc. ( TSE:3921 ) will increase its dividend from last year's comparable payment on the 28th of April to...
Reported Earnings • Dec 13Third quarter 2026 earnings released: EPS: JP¥33.05 (vs JP¥27.27 in 3Q 2025)Third quarter 2026 results: EPS: JP¥33.05 (up from JP¥27.27 in 3Q 2025). Revenue: JP¥2.11b (up 10% from 3Q 2025). Net income: JP¥463.3m (up 22% from 3Q 2025). Profit margin: 22% (up from 20% in 3Q 2025). The increase in margin was driven by higher revenue. 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.
Declared Dividend • Oct 04First half dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 29th January 2026 Payment date: 28th April 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 38% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 24% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공지 • Oct 02NEOJAPAN Inc. to Report Q3, 2026 Results on Dec 11, 2025NEOJAPAN Inc. announced that they will report Q3, 2026 results on Dec 11, 2025
분석 기사 • Sep 19NEOJAPAN's (TSE:3921) Strong Earnings Are Of Good QualityInvestors were underwhelmed by the solid earnings posted by NEOJAPAN Inc. ( TSE:3921 ) recently. Our analysis says that...
Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥31.54 (vs JP¥20.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.54 (up from JP¥20.53 in 2Q 2025). Revenue: JP¥1.98b (up 18% from 2Q 2025). Net income: JP¥441.6m (up 54% from 2Q 2025). Profit margin: 22% (up from 17% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 26% per year.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 06 October 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.6%).
분석 기사 • Jul 17NEOJAPAN (TSE:3921) Will Pay A Dividend Of ¥21.00NEOJAPAN Inc. ( TSE:3921 ) has announced that it will pay a dividend of ¥21.00 per share on the 6th of October. This...
New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 2.3% 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 Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (0% cash payout ratio).
분석 기사 • Jun 30NEOJAPAN (TSE:3921) Is Due To Pay A Dividend Of ¥21.00The board of NEOJAPAN Inc. ( TSE:3921 ) has announced that it will pay a dividend of ¥21.00 per share on the 6th of...
공지 • Jun 29NEOJAPAN Inc. to Report Q2, 2026 Results on Sep 12, 2025NEOJAPAN Inc. announced that they will report Q2, 2026 results on Sep 12, 2025
분석 기사 • Jun 17NEOJAPAN Inc.'s (TSE:3921) P/E Is Still On The Mark Following 27% Share Price BounceNEOJAPAN Inc. ( TSE:3921 ) shareholders have had their patience rewarded with a 27% share price jump in the last month...
New Risk • Jun 16New 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 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Jun 15First quarter 2026 earnings released: EPS: JP¥31.97 (vs JP¥21.91 in 1Q 2025)First quarter 2026 results: EPS: JP¥31.97 (up from JP¥21.91 in 1Q 2025). Revenue: JP¥2.00b (up 18% from 1Q 2025). Net income: JP¥447.4m (up 42% from 1Q 2025). Profit margin: 22% (up from 19% in 1Q 2025). 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 17% per year, which means it is significantly lagging earnings growth.
분석 기사 • May 08NEOJAPAN (TSE:3921) Is Due To Pay A Dividend Of ¥21.00NEOJAPAN Inc. ( TSE:3921 ) will pay a dividend of ¥21.00 on the 6th of October. This takes the dividend yield to 2.8...
Declared Dividend • May 08Final dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 30th July 2025 Payment date: 6th October 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 48% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공지 • Apr 25NEOJAPAN Inc. to Report Q1, 2026 Results on Jun 13, 2025NEOJAPAN Inc. announced that they will report Q1, 2026 results on Jun 13, 2025
New Risk • Apr 07New 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,267, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 10% over the past three years.
분석 기사 • Mar 20Shareholders Can Be Confident That NEOJAPAN's (TSE:3921) Earnings Are High QualityEven though NEOJAPAN Inc. ( TSE:3921 ) posted strong earnings, investors appeared to be underwhelmed. We did some...
Buy Or Sell Opportunity • Mar 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥1,506. The fair value is estimated to be JP¥1,901, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 17%.
공지 • Mar 13+ 2 more updatesNEOJAPAN Inc., Annual General Meeting, Apr 25, 2025NEOJAPAN Inc., Annual General Meeting, Apr 25, 2025.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).
공지 • Jan 03NEOJAPAN Inc. to Report Fiscal Year 2025 Results on Mar 13, 2025NEOJAPAN Inc. announced that they will report fiscal year 2025 results on Mar 13, 2025
Reported Earnings • Dec 12Third quarter 2025 earnings released: EPS: JP¥27.24 (vs JP¥23.27 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.24 (up from JP¥23.27 in 3Q 2024). Revenue: JP¥1.92b (up 11% from 3Q 2024). Net income: JP¥381.0m (up 10% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
공지 • Dec 10+ 1 more updateNEOJAPAN Inc. Revises Dividend Guidance for the Fiscal Year Ending January 31, 2025NEOJAPAN Inc. revised dividend guidance for the fiscal year ending January 31, 2025. For the year, the company now expects to pay dividend of JPY 17.00 per share against previous guidance of JPY 14.00 per share. Reasons for the changes: The Company's basic policy is to continue to return profits to shareholders in line with business performance while establishing a stable management base over the long term and increasing internal reserves necessary for future business expansion. Specifically, the Company targets a dividend payout ratio of 30% or more, which shall be determined in consideration of the future business environment. Based on this basic policy, and considering the full-year results forecast stated above in "1. Changes to the figures for consolidated financial results forecast for the fiscal year ending January 31, 2025" the company has decided to change the year-end dividend forecast from JPY 14 per share as stated in the previous forecast to JPY 17 per share.
New Risk • Nov 06New 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 6.9% 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. This is currently the only risk that has been identified for the company.
공지 • Sep 28NEOJAPAN Inc. to Report Q3, 2025 Results on Dec 10, 2024NEOJAPAN Inc. announced that they will report Q3, 2025 results on Dec 10, 2024
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,997, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 21x in the Software industry in Japan. Total returns to shareholders of 25% over the past three years.
Reported Earnings • Sep 13Second quarter 2025 earnings released: EPS: JP¥20.51 (vs JP¥14.30 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.51 (up from JP¥14.30 in 2Q 2024). Revenue: JP¥1.68b (up 6.3% from 2Q 2024). Net income: JP¥286.8m (up 35% from 2Q 2024). Profit margin: 17% (up from 13% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.
분석 기사 • Aug 19NEOJAPAN (TSE:3921) Knows How To Allocate Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Buy Or Sell Opportunity • Aug 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to JP¥1,643. The fair value is estimated to be JP¥1,356, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 7.0%.
공지 • Jul 04NEOJAPAN Inc. to Report Q2, 2025 Results on Sep 11, 2024NEOJAPAN Inc. announced that they will report Q2, 2025 results on Sep 11, 2024
Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥21.91 (vs JP¥18.06 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.91 (up from JP¥18.06 in 1Q 2024). Revenue: JP¥1.69b (up 2.6% from 1Q 2024). Net income: JP¥315.0m (up 17% from 1Q 2024). Profit margin: 19% (up from 16% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jun 17Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to JP¥1,498. The fair value is estimated to be JP¥1,224, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 7.0%.
New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). High level of non-cash earnings (28% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공지 • Apr 28NEOJAPAN Inc. to Report Q1, 2025 Results on Jun 14, 2024NEOJAPAN Inc. announced that they will report Q1, 2025 results on Jun 14, 2024
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,341, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 18% over the past three years.
분석 기사 • Apr 11Investors Appear Satisfied With NEOJAPAN Inc.'s (TSE:3921) ProspectsWith a price-to-earnings (or "P/E") ratio of 20.1x NEOJAPAN Inc. ( TSE:3921 ) may be sending bearish signals at the...
New Risk • Apr 10New 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 5.8% 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: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change).
분석 기사 • Mar 20NEOJAPAN's (TSE:3921) Profits May Not Reveal Underlying IssuesNEOJAPAN Inc. ( TSE:3921 ) just released a solid earnings report, and the stock displayed some strength. Despite this...
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: JP¥64.40 (vs JP¥54.46 in FY 2023)Full year 2024 results: EPS: JP¥64.40 (up from JP¥54.46 in FY 2023). Revenue: JP¥6.62b (up 10% from FY 2023). Net income: JP¥956.0m (up 18% from FY 2023). Profit margin: 14% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공지 • Mar 14NEOJAPAN Inc. (TSE:3921) announces an Equity Buyback for 850,000 shares, representing 5.73% for ¥951.15 million.NEOJAPAN Inc. (TSE:3921) announces a share repurchase program. Under the program, the company will repurchase up to 850,000 shares, representing 5.73% of its issued share capital (excluding treasury stock), for ¥951.15 million. The shares will be repurchased from Katsuya Otsubo, a major shareholder of the Company. The repurchase price will be ¥1,119 per share. The purpose of the program is to boost the market capitalization of the tradable shares. As of January 31, 2024, the company had 14,829,235 shares in issue (excluding treasury stock) and 85,565 shares in treasury.
공지 • Mar 13NEOJAPAN Inc., Annual General Meeting, Apr 26, 2024NEOJAPAN Inc., Annual General Meeting, Apr 26, 2024.
Buy Or Sell Opportunity • Feb 13Now 21% undervaluedOver the last 90 days, the stock has risen 2.4% to JP¥1,018. The fair value is estimated to be JP¥1,291, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 8.4%.
공지 • Jan 26NEOJAPAN Inc. to Report Q4, 2024 Results on Mar 13, 2024NEOJAPAN Inc. announced that they will report Q4, 2024 results on Mar 13, 2024
Upcoming Dividend • Jan 23Upcoming dividend of JP¥23.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 28 April 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: JP¥23.24 (vs JP¥16.36 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.24 (up from JP¥16.36 in 3Q 2023). Revenue: JP¥1.73b (up 14% from 3Q 2023). Net income: JP¥344.6m (up 41% from 3Q 2023). Profit margin: 20% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
공지 • Dec 13+ 1 more updateNEOJAPAN Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2024NEOJAPAN Inc. revised consolidated earnings guidance for the fiscal year ending January 31, 2024. For the year, the company expects net sales of JPY 6,570 million against previous guidance of JPY 6,359 million, operating profit of JPY 1,128 million against previous guidance of JPY 937 million, profit attributable to owners of parent of JPY 832 million against previous guidance of JPY 629 million and basic earnings per share of JPY 56.11 against previous guidance of JPY 42.20 yen.
공지 • Oct 21NEOJAPAN Inc. to Report Q3, 2024 Results on Dec 13, 2023NEOJAPAN Inc. announced that they will report Q3, 2024 results on Dec 13, 2023
Reported Earnings • Sep 15Second quarter 2024 earnings released: EPS: JP¥14.34 (vs JP¥16.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥14.34 (down from JP¥16.23 in 2Q 2023). Revenue: JP¥1.58b (up 9.7% from 2Q 2023). Net income: JP¥212.5m (down 12% from 2Q 2023). Profit margin: 14% (down from 17% 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 8% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 30Now 22% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be JP¥1,386, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
공지 • Jul 28NEOJAPAN Inc. to Report Q2, 2024 Results on Sep 13, 2023NEOJAPAN Inc. announced that they will report Q2, 2024 results on Sep 13, 2023
Reported Earnings • Jun 16First quarter 2024 earnings released: EPS: JP¥18.09 (vs JP¥14.82 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.09 (up from JP¥14.82 in 1Q 2023). Revenue: JP¥1.65b (up 10.0% from 1Q 2023). Net income: JP¥269.4m (up 22% from 1Q 2023). Profit margin: 16% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue.
공지 • Jun 15NEOJAPAN Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2024NEOJAPAN Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2024. For the year, the company expects net sales of JPY 6,359 million, operating profit of JPY 937 million, profit attributable to owners of parent of JPY 629 million and basic earnings per share of JPY 42.20.
Reported Earnings • May 03Full year 2023 earnings released: EPS: JP¥54.46 (vs JP¥58.14 in FY 2022)Full year 2023 results: EPS: JP¥54.46 (down from JP¥58.14 in FY 2022). Revenue: JP¥6.01b (up 1.5% from FY 2022). Net income: JP¥812.0m (down 6.2% from FY 2022). Profit margin: 14% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Buying Opportunity • Mar 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be JP¥1,047, 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 15%.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: JP¥54.46 (vs JP¥58.14 in FY 2022)Full year 2023 results: EPS: JP¥54.46 (down from JP¥58.14 in FY 2022). Revenue: JP¥6.01b (up 1.5% from FY 2022). Net income: JP¥812.0m (down 6.2% from FY 2022). Profit margin: 14% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jan 30Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be JP¥1,256, 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 18%.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.9%).
공지 • Jan 06NEOJAPAN Inc. to Report Q4, 2023 Results on Mar 13, 2023NEOJAPAN Inc. announced that they will report Q4, 2023 results on Mar 13, 2023
Reported Earnings • Dec 15Third quarter 2023 earnings released: EPS: JP¥16.36 (vs JP¥16.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.36 (down from JP¥16.65 in 3Q 2022). Revenue: JP¥1.53b (flat on 3Q 2022). Net income: JP¥244.0m (down 1.6% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공지 • Dec 14+ 1 more updateNEOJAPAN Inc. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023NEOJAPAN Inc. provided dividend guidance for the fiscal year ending January 31, 2023. For the year, the company expects to pay dividend of JPY 20.00 per share.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Shigehiko Matsumoto was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공지 • Oct 02NEOJAPAN Inc. to Report Q3, 2023 Results on Dec 13, 2022NEOJAPAN Inc. announced that they will report Q3, 2023 results on Dec 13, 2022
Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥16.23 (vs JP¥17.19 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.23 (down from JP¥17.19 in 2Q 2022). Revenue: JP¥1.44b (down 2.7% from 2Q 2022). Net income: JP¥242.0m (down 5.5% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022).
공지 • Sep 15NEOJAPAN Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2023NEOJAPAN Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2023. For the year, the company expects net sales of JPY 5,989 million, operating profit of JPY 1,094 million, profit attributable to owners of parent of JPY 782 million and basic earnings per share of JPY 52.48.
공지 • Sep 14NEOJAPAN Inc. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023NEOJAPAN Inc. provided dividend guidance for the fiscal year ending January 31, 2023. For the year, the company expects to pay year-end dividend of JPY 19.00 per share against JPY 14.00 per share paid for the same period a year ago.
Buying Opportunity • Aug 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be JP¥1,445, 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 year. Earnings per share has grown by 19%.
Buying Opportunity • Jul 25Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,443, 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 year. Earnings per share has grown by 19%.
공지 • Jul 16NEOJAPAN Inc. to Report Q2, 2023 Results on Sep 14, 2022NEOJAPAN Inc. announced that they will report Q2, 2023 results on Sep 14, 2022
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,017, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 17% over the past three years.
Buying Opportunity • Jun 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be JP¥1,418, 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 year. Earnings per share has grown by 19%.
Reported Earnings • Jun 12First quarter 2023 earnings released: EPS: JP¥14.83 (vs JP¥15.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥14.83 (down from JP¥15.92 in 1Q 2022). Revenue: JP¥1.50b (up 9.9% from 1Q 2022). Net income: JP¥221.1m (down 6.7% from 1Q 2022). Profit margin: 15% (down from 17% in 1Q 2022). The decrease in margin was driven by higher expenses.
공지 • Jun 11+ 1 more updateNEOJAPAN Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2023NEOJAPAN Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2023. For the year, the company expects net sales of JPY 6,271 million, operating profit of JPY 1,271 million, profit attributable to owners of parent of JPY 920 million and basic earnings per share of JPY 61.77.
Buying Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock is up 1.7%. The fair value is estimated to be JP¥1,407, 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 year. Earnings per share has grown by 28%.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Shigehiko Matsumoto was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공지 • Apr 23NEOJAPAN Inc. to Report Q1, 2023 Results on Jun 10, 2022NEOJAPAN Inc. announced that they will report Q1, 2023 results on Jun 10, 2022
Buying Opportunity • Apr 19Now 20% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be JP¥1,416, 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 year. Earnings per share has grown by 28%.
Buying Opportunity • Mar 21Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be JP¥1,407, 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 year. Earnings per share has grown by 28% over the last year.
Upcoming Dividend • Jan 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.7%).
Reported Earnings • Dec 19Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥16.65 (up from JP¥7.94 in 3Q 2021). Revenue: JP¥1.54b (up 18% from 3Q 2021). Net income: JP¥248.0m (up 110% from 3Q 2021). Profit margin: 16% (up from 9.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Earnings per share (EPS) surpassed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 7.5%, compared to a 16% growth forecast for the industry in Japan.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,453, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 28x in the Software industry in Japan. Total returns to shareholders of 45% over the past three years.
Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥17.19 (vs JP¥7.94 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.48b (up 14% from 2Q 2021). Net income: JP¥256.0m (up 117% from 2Q 2021). Profit margin: 17% (up from 9.0% in 2Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Jun 14First quarter 2022 earnings released: EPS JP¥15.92 (vs JP¥7.55 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥1.36b (down 3.2% from 1Q 2021). Net income: JP¥237.0m (up 112% from 1Q 2021). Profit margin: 17% (up from 8.0% in 1Q 2021). The increase in margin was driven by lower expenses.
Reported Earnings • May 03Full year 2021 earnings released: EPS JP¥45.57 (vs JP¥33.38 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥5.33b (up 42% from FY 2020). Net income: JP¥677.0m (up 37% from FY 2020). Profit margin: 13% (in line with FY 2020).
공지 • Mar 13NEOJAPAN Inc., Annual General Meeting, Apr 27, 2021NEOJAPAN Inc., Annual General Meeting, Apr 27, 2021.
Analyst Estimate Surprise Post Earnings • Mar 12Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 6.7%, compared to a 13% growth forecast for the Software industry in Japan.