View Future GrowthUser Local 과거 순이익 실적과거 기준 점검 5/6User Local은 연평균 21.7%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 11.8% 증가했습니다. 매출은 연평균 18.2%의 비율로 증가했습니다. User Local의 자기자본이익률은 18.6%이고 순이익률은 34.2%입니다.핵심 정보21.71%순이익 성장률12.09%주당순이익(EPS) 성장률IT 산업 성장률14.26%매출 성장률18.18%자기자본이익률18.57%순이익률34.23%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 08Third quarter 2026 earnings released: EPS: JP¥29.42 (vs JP¥22.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.42 (up from JP¥22.29 in 3Q 2025). Revenue: JP¥1.35b (up 16% from 3Q 2025). Net income: JP¥470.0m (up 32% from 3Q 2025). Profit margin: 35% (up from 31% 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 22% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 14Second quarter 2026 earnings released: EPS: JP¥30.23 (vs JP¥21.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.23 (up from JP¥21.35 in 2Q 2025). Revenue: JP¥1.31b (up 17% from 2Q 2025). Net income: JP¥483.4m (up 41% from 2Q 2025). Profit margin: 37% (up from 31% 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 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 15First quarter 2026 earnings released: EPS: JP¥26.94 (vs JP¥21.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.94 (up from JP¥21.56 in 1Q 2025). Revenue: JP¥1.27b (up 19% from 1Q 2025). Net income: JP¥430.0m (up 23% from 1Q 2025). Profit margin: 34% (up from 33% 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 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 14User Local's (TSE:3984) Earnings Seem To Be PromisingUser Local, Inc. ( TSE:3984 ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • Aug 08Full year 2025 earnings released: EPS: JP¥88.91 (vs JP¥73.91 in FY 2024)Full year 2025 results: EPS: JP¥88.91 (up from JP¥73.91 in FY 2024). Revenue: JP¥4.58b (up 17% from FY 2024). Net income: JP¥1.43b (up 21% from FY 2024). Profit margin: 31% (in line with FY 2024). 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 7% per year, which means it is significantly lagging earnings growth.공시 • Jun 25+ 3 more updatesUser Local, Inc. to Report Q1, 2026 Results on Nov 12, 2025User Local, Inc. announced that they will report Q1, 2026 results on Nov 12, 2025모든 업데이트 보기Recent updatesNew Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% 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 • May 08Third quarter 2026 earnings released: EPS: JP¥29.42 (vs JP¥22.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.42 (up from JP¥22.29 in 3Q 2025). Revenue: JP¥1.35b (up 16% from 3Q 2025). Net income: JP¥470.0m (up 32% from 3Q 2025). Profit margin: 35% (up from 31% 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 22% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 14First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 71% per year over the past 3 years and payments have been stable during that time.Reported Earnings • Feb 14Second quarter 2026 earnings released: EPS: JP¥30.23 (vs JP¥21.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.23 (up from JP¥21.35 in 2Q 2025). Revenue: JP¥1.31b (up 17% from 2Q 2025). Net income: JP¥483.4m (up 41% from 2Q 2025). Profit margin: 37% (up from 31% 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 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 15First quarter 2026 earnings released: EPS: JP¥26.94 (vs JP¥21.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.94 (up from JP¥21.56 in 1Q 2025). Revenue: JP¥1.27b (up 19% from 1Q 2025). Net income: JP¥430.0m (up 23% from 1Q 2025). Profit margin: 34% (up from 33% 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 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 14User Local's (TSE:3984) Earnings Seem To Be PromisingUser Local, Inc. ( TSE:3984 ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • Aug 08Full year 2025 earnings released: EPS: JP¥88.91 (vs JP¥73.91 in FY 2024)Full year 2025 results: EPS: JP¥88.91 (up from JP¥73.91 in FY 2024). Revenue: JP¥4.58b (up 17% from FY 2024). Net income: JP¥1.43b (up 21% from FY 2024). Profit margin: 31% (in line with FY 2024). 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 7% per year, which means it is significantly lagging earnings growth.공시 • Aug 07User Local, Inc., Annual General Meeting, Sep 19, 2025User Local, Inc., Annual General Meeting, Sep 19, 2025.Buy Or Sell Opportunity • Aug 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,011. The fair value is estimated to be JP¥1,661, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%.New Risk • Jul 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • Jun 25+ 3 more updatesUser Local, Inc. to Report Q1, 2026 Results on Nov 12, 2025User Local, Inc. announced that they will report Q1, 2026 results on Nov 12, 2025Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 24 September 2025. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.2%).Reported Earnings • May 09Third quarter 2025 earnings released: EPS: JP¥22.28 (vs JP¥19.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.28 (up from JP¥19.21 in 3Q 2024). Revenue: JP¥1.17b (up 17% from 3Q 2024). Net income: JP¥357.0m (up 16% from 3Q 2024). Profit margin: 31% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.분석 기사 • May 07User Local, Inc.'s (TSE:3984) 27% Share Price Surge Not Quite Adding UpUser Local, Inc. ( TSE:3984 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...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 5.6% 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 21%After last week's 21% share price decline to JP¥1,323, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 22% over the past three years.Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥1,536. The fair value is estimated to be JP¥1,946, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 17%.Declared Dividend • Feb 14Dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 27th June 2025 Payment date: 24th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & GrowthReported Earnings • Feb 14Second quarter 2025 earnings released: EPS: JP¥21.35 (vs JP¥19.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.35 (up from JP¥19.22 in 2Q 2024). Revenue: JP¥1.13b (up 17% from 2Q 2024). Net income: JP¥343.5m (up 12% from 2Q 2024). Profit margin: 31% (down from 32% in 2Q 2024). 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 only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥21.56 (vs JP¥17.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.56 (up from JP¥17.81 in 1Q 2024). Revenue: JP¥1.07b (up 16% from 1Q 2024). Net income: JP¥348.5m (up 22% from 1Q 2024). Profit margin: 33% (up from 31% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Nov 13User Local, Inc. (TSE:3984) announces an Equity Buyback for 180,000 shares, representing 1.11% for ¥300 million.User Local, Inc. (TSE:3984) announces a share repurchase program. Under the program, the company will repurchase 180,000 shares, representing 1.11% of the outstanding shares for ¥300 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, to improve capital efficiency, and to increase shareholder returns, The repurchased shares will be secured as treasury stock to be issued to employees as restricted stock compensation plans. The program will run until January 31, 2025. As of October 31, 2024, the company had 16,167,044 shares outstanding and 42,256 shares in treasury.Buy Or Sell Opportunity • Nov 01Now 21% undervaluedOver the last 90 days, the stock has risen 2.7% to JP¥1,828. The fair value is estimated to be JP¥2,315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to JP¥1,851. The fair value is estimated to be JP¥2,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.Buy Or Sell Opportunity • Sep 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to JP¥1,866. The fair value is estimated to be JP¥2,339, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.Buy Or Sell Opportunity • Aug 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to JP¥1,872. The fair value is estimated to be JP¥2,344, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.Reported Earnings • Aug 12Full year 2024 earnings released: EPS: JP¥73.94 (vs JP¥59.77 in FY 2023)Full year 2024 results: EPS: JP¥73.94 (up from JP¥59.77 in FY 2023). Revenue: JP¥3.91b (up 19% from FY 2023). Net income: JP¥1.19b (up 24% from FY 2023). Profit margin: 30% (up from 29% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Aug 08User Local, Inc., Annual General Meeting, Sep 20, 2024User Local, Inc., Annual General Meeting, Sep 20, 2024.분석 기사 • Aug 06Some Confidence Is Lacking In User Local, Inc. (TSE:3984) As Shares Slide 34%The User Local, Inc. ( TSE:3984 ) share price has fared very poorly over the last month, falling by a substantial 34...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to JP¥1,380, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 20% over the past three years.Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to JP¥1,380. The fair value is estimated to be JP¥1,845, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years, while earnings per share has been flat.공시 • Jun 27+ 3 more updatesUser Local, Inc. to Report Q3, 2025 Results on May 08, 2025User Local, Inc. announced that they will report Q3, 2025 results on May 08, 2025Reported Earnings • May 09Third quarter 2024 earnings released: EPS: JP¥19.21 (vs JP¥11.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.21 (up from JP¥11.13 in 3Q 2023). Revenue: JP¥999.0m (up 19% from 3Q 2023). Net income: JP¥308.0m (up 74% from 3Q 2023). Profit margin: 31% (up from 21% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.분석 기사 • Apr 12A Look Into User Local's (TSE:3984) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...New Risk • Mar 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.분석 기사 • Mar 15Here's Why User Local (TSE:3984) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Feb 26What User Local, Inc.'s (TSE:3984) 25% Share Price Gain Is Not Telling YouUser Local, Inc. ( TSE:3984 ) shares have continued their recent momentum with a 25% gain in the last month alone...Declared Dividend • Feb 09Dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 27th June 2024 Payment date: 26th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%. Sustainability & GrowthReported Earnings • Feb 08Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: JP¥959.2m (up 19% from 2Q 2023). Net income: JP¥308.3m (up 27% from 2Q 2023). Profit margin: 32% (up from 30% in 2Q 2023). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,143, the stock trades at a trailing P/E ratio of 33.5x. Average trailing P/E is 19x in the IT industry in Japan. Negligible returns to shareholders over past three years.Reported Earnings • Nov 09First quarter 2024 earnings released: EPS: JP¥17.81 (vs JP¥13.42 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.81 (up from JP¥13.42 in 1Q 2023). Revenue: JP¥917.0m (up 20% from 1Q 2023). Net income: JP¥285.0m (up 33% from 1Q 2023). Profit margin: 31% (up from 28% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.Buying Opportunity • Sep 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be JP¥2,301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 7.8%.Reported Earnings • Aug 11Full year 2023 earnings released: EPS: JP¥59.77 (vs JP¥45.36 in FY 2022)Full year 2023 results: EPS: JP¥59.77 (up from JP¥45.36 in FY 2022). Revenue: JP¥3.29b (up 23% from FY 2022). Net income: JP¥954.0m (up 32% from FY 2022). Profit margin: 29% (up from 27% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Aug 09User Local, Inc., Annual General Meeting, Sep 22, 2023User Local, Inc., Annual General Meeting, Sep 22, 2023.공시 • Jun 28+ 3 more updatesUser Local, Inc. to Report Q3, 2024 Results on May 08, 2024User Local, Inc. announced that they will report Q3, 2024 results on May 08, 2024Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,759, the stock trades at a trailing P/E ratio of 55.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 55% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of JP¥4.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 27 September 2023. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,501, the stock trades at a trailing P/E ratio of 50x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 51% over the past three years.Reported Earnings • May 12Third quarter 2023 earnings released: EPS: JP¥11.13 (vs JP¥10.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.13 (up from JP¥10.60 in 3Q 2022). Revenue: JP¥840.0m (up 22% from 3Q 2022). Net income: JP¥177.0m (up 4.7% from 3Q 2022). Profit margin: 21% (down from 25% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,138, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 81% over the past three years.Reported Earnings • Feb 10Second quarter 2023 earnings released: EPS: JP¥15.19 (vs JP¥13.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.19 (up from JP¥13.41 in 2Q 2022). Revenue: JP¥806.0m (up 24% from 2Q 2022). Net income: JP¥243.0m (up 14% from 2Q 2022). Profit margin: 30% (down from 33% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.공시 • Feb 09+ 1 more updateUser Local, Inc. Provides Earning Guidance for the Fiscal Year Ending June 30, 2023User Local, Inc. provided earning guidance for the fiscal year ending June 30, 2023. For the period, the company expects net sales of JPY 3,236 million, operating profit of JPY 1,178 million, ordinary profit of JPY 1,178 million, profit JPY 813 million and basic earnings per share of JPY 51.03.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,544, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 2.1% over the past three years.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. 3 non-independent directors. Independent Outside Director Taku Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Nov 11+ 1 more updateUser Local, Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2023User Local, Inc. provided earnings guidance for the fiscal year ending June 30, 2023. For the year, the company expected to report net sales of JPY 3,236 million, operating profit of JPY 1,178 million, profit of JPY 813 million and basic earnings per share of JPY 50.82.Reported Earnings • Nov 11First quarter 2023 earnings released: EPS: JP¥13.42 (vs JP¥11.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.42 (up from JP¥11.25 in 1Q 2022). Revenue: JP¥763.0m (up 25% from 1Q 2022). Net income: JP¥215.0m (up 21% from 1Q 2022). Profit margin: 28% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • Aug 11Full year 2022 earnings released: EPS: JP¥45.36 (vs JP¥78.54 in FY 2021)Full year 2022 results: EPS: JP¥45.36. Revenue: JP¥2.68b (up 28% from FY 2021). Net income: JP¥721.0m (up 17% from FY 2021). Profit margin: 27% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses.공시 • Jun 29+ 3 more updatesUser Local, Inc. to Report Q3, 2023 Results on May 10, 2023User Local, Inc. announced that they will report Q3, 2023 results on May 10, 2023Upcoming Dividend • Jun 22Inaugural dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 26 September 2022. This is the first dividend for User Local since going public. The average dividend yield among industry peers is 1.7%.Reported Earnings • May 13Third quarter 2022 earnings released: EPS: JP¥10.60 (vs JP¥18.11 in 3Q 2021)Third quarter 2022 results: EPS: JP¥10.60. Revenue: JP¥689.0m (up 28% from 3Q 2021). Net income: JP¥169.0m (up 19% from 3Q 2021). Profit margin: 25% (down from 26% in 3Q 2021). The decrease in margin was driven by higher expenses.공시 • May 12+ 1 more updateUser Local, Inc. Provides Year End Dividend Forecast for Fiscal Year Ending June 30, 2022User Local, Inc. provided year end dividend forecast of JPY 3.00 for fiscal year ending June 30, 2022.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. 3 non-independent directors. Independent Outside Director Taku Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,775, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 65% over the past three years.Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥13.41 (down from JP¥18.80 in 2Q 2021). Revenue: JP¥652.0m (up 29% from 2Q 2021). Net income: JP¥213.0m (up 45% from 2Q 2021). Profit margin: 33% (up from 29% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.공시 • Feb 09+ 1 more updateUser Local, Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2022User Local, Inc. provided earnings guidance for the fiscal year ending June 30, 2022. For the period, the company expects net sales of ¥2,504 million; Operating profit of ¥984 million; Profit of ¥679 million or ¥42.70 basic per share.Reported Earnings • Nov 11First quarter 2022 earnings released: EPS JP¥11.25 (vs JP¥16.94 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥611.0m (up 31% from 1Q 2021). Net income: JP¥178.0m (up 35% from 1Q 2021). Profit margin: 29% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,073, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 23x in the IT industry in Japan. Total returns to shareholders of 33% over the past three years.Reported Earnings • Aug 12Full year 2021 earnings released: EPS JP¥78.54 (vs JP¥55.08 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥2.09b (up 25% from FY 2020). Net income: JP¥615.0m (up 47% from FY 2020). Profit margin: 30% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • May 14Third quarter 2021 earnings released: EPS JP¥18.11 (vs JP¥14.44 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥539.0m (up 25% from 3Q 2020). Net income: JP¥142.0m (up 29% from 3Q 2020). Profit margin: 26% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Feb 15Second quarter 2021 earnings released: EPS JP¥18.80 (vs JP¥13.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥507.0m (up 26% from 2Q 2020). Net income: JP¥147.0m (up 47% from 2Q 2020). Profit margin: 29% (up from 25% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 15New 90-day high: JP¥4,575The company is up 22% from its price of JP¥3,760 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 22New 90-day low: JP¥3,645The company is down 17% from its price of JP¥4,405 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 1.0% over the same period.공시 • Jun 29+ 3 more updatesUser Local, Inc. to Report Q3, 2021 Results on May 12, 2021User Local, Inc. announced that they will report Q3, 2021 results on May 12, 2021매출 및 비용 세부 내역User Local가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:3984 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 265,1531,7642,287031 Dec 254,9691,6512,276030 Sep 254,7831,5122,228030 Jun 254,5811,4292,130031 Mar 254,3941,3332,063031 Dec 244,2241,2841,964030 Sep 244,0581,2481,892030 Jun 243,9071,1851,840031 Mar 243,7541,2201,767031 Dec 233,5951,0891,753030 Sep 233,4421,0241,712030 Jun 233,2889541,679031 Mar 233,1407961,671031 Dec 222,9897881,640030 Sep 222,8357581,544030 Jun 222,6837211,454031 Mar 222,5287541,338031 Dec 212,3787271,207030 Sep 212,2336611,135030 Jun 212,0886151,037031 Mar 211,970524950031 Dec 201,864492910030 Sep 201,758445861030 Jun 201,667419826031 Mar 201,570385771031 Dec 191,481366712030 Sep 191,405339712030 Jun 191,333325667031 Mar 191,263319640031 Dec 181,199306609030 Sep 181,143315550030 Jun 181,099301539031 Mar 181,068309500031 Dec 171,037291491030 Sep 17997274482030 Jun 17966260473030 Jun 16783201376030 Jun 155201352310양질의 수익: 3984는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 3984의 현재 순 이익률 (34.2%)은 지난해 (30.3%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 3984의 수익은 지난 5년 동안 연평균 21.7%로 크게 증가했습니다.성장 가속화: 지난 1년간 3984 의 수익 증가율(32.3%)은 연간 평균(21.7%)을 초과합니다.수익 대 산업: 3984의 지난 1년 수익 증가율(32.3%)은 IT 업계의 14%를 상회했습니다.자기자본이익률높은 ROE: 3984의 자본 수익률(18.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/28 11:29종가2026/05/28 00:00수익2026/03/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스User Local, Inc.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Shingo KumazawaDaiwa Securities Co. Ltd.Yasuyoshi MimuraIchiyoshi Research Institute Inc.Takuma YoshibayashiTokai Tokyo Intelligence Laboratory Co., Ltd.
Reported Earnings • May 08Third quarter 2026 earnings released: EPS: JP¥29.42 (vs JP¥22.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.42 (up from JP¥22.29 in 3Q 2025). Revenue: JP¥1.35b (up 16% from 3Q 2025). Net income: JP¥470.0m (up 32% from 3Q 2025). Profit margin: 35% (up from 31% 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 22% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 14Second quarter 2026 earnings released: EPS: JP¥30.23 (vs JP¥21.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.23 (up from JP¥21.35 in 2Q 2025). Revenue: JP¥1.31b (up 17% from 2Q 2025). Net income: JP¥483.4m (up 41% from 2Q 2025). Profit margin: 37% (up from 31% 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 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 15First quarter 2026 earnings released: EPS: JP¥26.94 (vs JP¥21.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.94 (up from JP¥21.56 in 1Q 2025). Revenue: JP¥1.27b (up 19% from 1Q 2025). Net income: JP¥430.0m (up 23% from 1Q 2025). Profit margin: 34% (up from 33% 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 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 14User Local's (TSE:3984) Earnings Seem To Be PromisingUser Local, Inc. ( TSE:3984 ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • Aug 08Full year 2025 earnings released: EPS: JP¥88.91 (vs JP¥73.91 in FY 2024)Full year 2025 results: EPS: JP¥88.91 (up from JP¥73.91 in FY 2024). Revenue: JP¥4.58b (up 17% from FY 2024). Net income: JP¥1.43b (up 21% from FY 2024). Profit margin: 31% (in line with FY 2024). 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 7% per year, which means it is significantly lagging earnings growth.
공시 • Jun 25+ 3 more updatesUser Local, Inc. to Report Q1, 2026 Results on Nov 12, 2025User Local, Inc. announced that they will report Q1, 2026 results on Nov 12, 2025
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% 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 • May 08Third quarter 2026 earnings released: EPS: JP¥29.42 (vs JP¥22.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.42 (up from JP¥22.29 in 3Q 2025). Revenue: JP¥1.35b (up 16% from 3Q 2025). Net income: JP¥470.0m (up 32% from 3Q 2025). Profit margin: 35% (up from 31% 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 22% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 14First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 71% per year over the past 3 years and payments have been stable during that time.
Reported Earnings • Feb 14Second quarter 2026 earnings released: EPS: JP¥30.23 (vs JP¥21.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.23 (up from JP¥21.35 in 2Q 2025). Revenue: JP¥1.31b (up 17% from 2Q 2025). Net income: JP¥483.4m (up 41% from 2Q 2025). Profit margin: 37% (up from 31% 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 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 15First quarter 2026 earnings released: EPS: JP¥26.94 (vs JP¥21.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.94 (up from JP¥21.56 in 1Q 2025). Revenue: JP¥1.27b (up 19% from 1Q 2025). Net income: JP¥430.0m (up 23% from 1Q 2025). Profit margin: 34% (up from 33% 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 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 14User Local's (TSE:3984) Earnings Seem To Be PromisingUser Local, Inc. ( TSE:3984 ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • Aug 08Full year 2025 earnings released: EPS: JP¥88.91 (vs JP¥73.91 in FY 2024)Full year 2025 results: EPS: JP¥88.91 (up from JP¥73.91 in FY 2024). Revenue: JP¥4.58b (up 17% from FY 2024). Net income: JP¥1.43b (up 21% from FY 2024). Profit margin: 31% (in line with FY 2024). 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 7% per year, which means it is significantly lagging earnings growth.
공시 • Aug 07User Local, Inc., Annual General Meeting, Sep 19, 2025User Local, Inc., Annual General Meeting, Sep 19, 2025.
Buy Or Sell Opportunity • Aug 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,011. The fair value is estimated to be JP¥1,661, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%.
New Risk • Jul 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • Jun 25+ 3 more updatesUser Local, Inc. to Report Q1, 2026 Results on Nov 12, 2025User Local, Inc. announced that they will report Q1, 2026 results on Nov 12, 2025
Upcoming Dividend • Jun 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 24 September 2025. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.2%).
Reported Earnings • May 09Third quarter 2025 earnings released: EPS: JP¥22.28 (vs JP¥19.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.28 (up from JP¥19.21 in 3Q 2024). Revenue: JP¥1.17b (up 17% from 3Q 2024). Net income: JP¥357.0m (up 16% from 3Q 2024). Profit margin: 31% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
분석 기사 • May 07User Local, Inc.'s (TSE:3984) 27% Share Price Surge Not Quite Adding UpUser Local, Inc. ( TSE:3984 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...
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 5.6% 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 21%After last week's 21% share price decline to JP¥1,323, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 22% over the past three years.
Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥1,536. The fair value is estimated to be JP¥1,946, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 17%.
Declared Dividend • Feb 14Dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 27th June 2025 Payment date: 24th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & Growth
Reported Earnings • Feb 14Second quarter 2025 earnings released: EPS: JP¥21.35 (vs JP¥19.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.35 (up from JP¥19.22 in 2Q 2024). Revenue: JP¥1.13b (up 17% from 2Q 2024). Net income: JP¥343.5m (up 12% from 2Q 2024). Profit margin: 31% (down from 32% in 2Q 2024). 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 only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥21.56 (vs JP¥17.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.56 (up from JP¥17.81 in 1Q 2024). Revenue: JP¥1.07b (up 16% from 1Q 2024). Net income: JP¥348.5m (up 22% from 1Q 2024). Profit margin: 33% (up from 31% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Nov 13User Local, Inc. (TSE:3984) announces an Equity Buyback for 180,000 shares, representing 1.11% for ¥300 million.User Local, Inc. (TSE:3984) announces a share repurchase program. Under the program, the company will repurchase 180,000 shares, representing 1.11% of the outstanding shares for ¥300 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, to improve capital efficiency, and to increase shareholder returns, The repurchased shares will be secured as treasury stock to be issued to employees as restricted stock compensation plans. The program will run until January 31, 2025. As of October 31, 2024, the company had 16,167,044 shares outstanding and 42,256 shares in treasury.
Buy Or Sell Opportunity • Nov 01Now 21% undervaluedOver the last 90 days, the stock has risen 2.7% to JP¥1,828. The fair value is estimated to be JP¥2,315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.
Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to JP¥1,851. The fair value is estimated to be JP¥2,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.
Buy Or Sell Opportunity • Sep 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to JP¥1,866. The fair value is estimated to be JP¥2,339, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.
Buy Or Sell Opportunity • Aug 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to JP¥1,872. The fair value is estimated to be JP¥2,344, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 3.8%.
Reported Earnings • Aug 12Full year 2024 earnings released: EPS: JP¥73.94 (vs JP¥59.77 in FY 2023)Full year 2024 results: EPS: JP¥73.94 (up from JP¥59.77 in FY 2023). Revenue: JP¥3.91b (up 19% from FY 2023). Net income: JP¥1.19b (up 24% from FY 2023). Profit margin: 30% (up from 29% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Aug 08User Local, Inc., Annual General Meeting, Sep 20, 2024User Local, Inc., Annual General Meeting, Sep 20, 2024.
분석 기사 • Aug 06Some Confidence Is Lacking In User Local, Inc. (TSE:3984) As Shares Slide 34%The User Local, Inc. ( TSE:3984 ) share price has fared very poorly over the last month, falling by a substantial 34...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to JP¥1,380, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 20% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to JP¥1,380. The fair value is estimated to be JP¥1,845, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years, while earnings per share has been flat.
공시 • Jun 27+ 3 more updatesUser Local, Inc. to Report Q3, 2025 Results on May 08, 2025User Local, Inc. announced that they will report Q3, 2025 results on May 08, 2025
Reported Earnings • May 09Third quarter 2024 earnings released: EPS: JP¥19.21 (vs JP¥11.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.21 (up from JP¥11.13 in 3Q 2023). Revenue: JP¥999.0m (up 19% from 3Q 2023). Net income: JP¥308.0m (up 74% from 3Q 2023). Profit margin: 31% (up from 21% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
분석 기사 • Apr 12A Look Into User Local's (TSE:3984) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
New Risk • Mar 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
분석 기사 • Mar 15Here's Why User Local (TSE:3984) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Feb 26What User Local, Inc.'s (TSE:3984) 25% Share Price Gain Is Not Telling YouUser Local, Inc. ( TSE:3984 ) shares have continued their recent momentum with a 25% gain in the last month alone...
Declared Dividend • Feb 09Dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 27th June 2024 Payment date: 26th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%. Sustainability & Growth
Reported Earnings • Feb 08Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: JP¥959.2m (up 19% from 2Q 2023). Net income: JP¥308.3m (up 27% from 2Q 2023). Profit margin: 32% (up from 30% in 2Q 2023). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,143, the stock trades at a trailing P/E ratio of 33.5x. Average trailing P/E is 19x in the IT industry in Japan. Negligible returns to shareholders over past three years.
Reported Earnings • Nov 09First quarter 2024 earnings released: EPS: JP¥17.81 (vs JP¥13.42 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.81 (up from JP¥13.42 in 1Q 2023). Revenue: JP¥917.0m (up 20% from 1Q 2023). Net income: JP¥285.0m (up 33% from 1Q 2023). Profit margin: 31% (up from 28% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.
Buying Opportunity • Sep 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be JP¥2,301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 7.8%.
Reported Earnings • Aug 11Full year 2023 earnings released: EPS: JP¥59.77 (vs JP¥45.36 in FY 2022)Full year 2023 results: EPS: JP¥59.77 (up from JP¥45.36 in FY 2022). Revenue: JP¥3.29b (up 23% from FY 2022). Net income: JP¥954.0m (up 32% from FY 2022). Profit margin: 29% (up from 27% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Aug 09User Local, Inc., Annual General Meeting, Sep 22, 2023User Local, Inc., Annual General Meeting, Sep 22, 2023.
공시 • Jun 28+ 3 more updatesUser Local, Inc. to Report Q3, 2024 Results on May 08, 2024User Local, Inc. announced that they will report Q3, 2024 results on May 08, 2024
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,759, the stock trades at a trailing P/E ratio of 55.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 55% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥4.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 27 September 2023. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,501, the stock trades at a trailing P/E ratio of 50x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 51% over the past three years.
Reported Earnings • May 12Third quarter 2023 earnings released: EPS: JP¥11.13 (vs JP¥10.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.13 (up from JP¥10.60 in 3Q 2022). Revenue: JP¥840.0m (up 22% from 3Q 2022). Net income: JP¥177.0m (up 4.7% from 3Q 2022). Profit margin: 21% (down from 25% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,138, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 81% over the past three years.
Reported Earnings • Feb 10Second quarter 2023 earnings released: EPS: JP¥15.19 (vs JP¥13.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.19 (up from JP¥13.41 in 2Q 2022). Revenue: JP¥806.0m (up 24% from 2Q 2022). Net income: JP¥243.0m (up 14% from 2Q 2022). Profit margin: 30% (down from 33% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.
공시 • Feb 09+ 1 more updateUser Local, Inc. Provides Earning Guidance for the Fiscal Year Ending June 30, 2023User Local, Inc. provided earning guidance for the fiscal year ending June 30, 2023. For the period, the company expects net sales of JPY 3,236 million, operating profit of JPY 1,178 million, ordinary profit of JPY 1,178 million, profit JPY 813 million and basic earnings per share of JPY 51.03.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,544, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 2.1% over the past three years.
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. 3 non-independent directors. Independent Outside Director Taku Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Nov 11+ 1 more updateUser Local, Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2023User Local, Inc. provided earnings guidance for the fiscal year ending June 30, 2023. For the year, the company expected to report net sales of JPY 3,236 million, operating profit of JPY 1,178 million, profit of JPY 813 million and basic earnings per share of JPY 50.82.
Reported Earnings • Nov 11First quarter 2023 earnings released: EPS: JP¥13.42 (vs JP¥11.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.42 (up from JP¥11.25 in 1Q 2022). Revenue: JP¥763.0m (up 25% from 1Q 2022). Net income: JP¥215.0m (up 21% from 1Q 2022). Profit margin: 28% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • Aug 11Full year 2022 earnings released: EPS: JP¥45.36 (vs JP¥78.54 in FY 2021)Full year 2022 results: EPS: JP¥45.36. Revenue: JP¥2.68b (up 28% from FY 2021). Net income: JP¥721.0m (up 17% from FY 2021). Profit margin: 27% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses.
공시 • Jun 29+ 3 more updatesUser Local, Inc. to Report Q3, 2023 Results on May 10, 2023User Local, Inc. announced that they will report Q3, 2023 results on May 10, 2023
Upcoming Dividend • Jun 22Inaugural dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 26 September 2022. This is the first dividend for User Local since going public. The average dividend yield among industry peers is 1.7%.
Reported Earnings • May 13Third quarter 2022 earnings released: EPS: JP¥10.60 (vs JP¥18.11 in 3Q 2021)Third quarter 2022 results: EPS: JP¥10.60. Revenue: JP¥689.0m (up 28% from 3Q 2021). Net income: JP¥169.0m (up 19% from 3Q 2021). Profit margin: 25% (down from 26% in 3Q 2021). The decrease in margin was driven by higher expenses.
공시 • May 12+ 1 more updateUser Local, Inc. Provides Year End Dividend Forecast for Fiscal Year Ending June 30, 2022User Local, Inc. provided year end dividend forecast of JPY 3.00 for fiscal year ending June 30, 2022.
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. 3 non-independent directors. Independent Outside Director Taku Ito was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,775, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥13.41 (down from JP¥18.80 in 2Q 2021). Revenue: JP¥652.0m (up 29% from 2Q 2021). Net income: JP¥213.0m (up 45% from 2Q 2021). Profit margin: 33% (up from 29% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
공시 • Feb 09+ 1 more updateUser Local, Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2022User Local, Inc. provided earnings guidance for the fiscal year ending June 30, 2022. For the period, the company expects net sales of ¥2,504 million; Operating profit of ¥984 million; Profit of ¥679 million or ¥42.70 basic per share.
Reported Earnings • Nov 11First quarter 2022 earnings released: EPS JP¥11.25 (vs JP¥16.94 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥611.0m (up 31% from 1Q 2021). Net income: JP¥178.0m (up 35% from 1Q 2021). Profit margin: 29% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,073, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 23x in the IT industry in Japan. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Aug 12Full year 2021 earnings released: EPS JP¥78.54 (vs JP¥55.08 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥2.09b (up 25% from FY 2020). Net income: JP¥615.0m (up 47% from FY 2020). Profit margin: 30% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • May 14Third quarter 2021 earnings released: EPS JP¥18.11 (vs JP¥14.44 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥539.0m (up 25% from 3Q 2020). Net income: JP¥142.0m (up 29% from 3Q 2020). Profit margin: 26% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 15Second quarter 2021 earnings released: EPS JP¥18.80 (vs JP¥13.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥507.0m (up 26% from 2Q 2020). Net income: JP¥147.0m (up 47% from 2Q 2020). Profit margin: 29% (up from 25% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 15New 90-day high: JP¥4,575The company is up 22% from its price of JP¥3,760 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 22New 90-day low: JP¥3,645The company is down 17% from its price of JP¥4,405 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 1.0% over the same period.
공시 • Jun 29+ 3 more updatesUser Local, Inc. to Report Q3, 2021 Results on May 12, 2021User Local, Inc. announced that they will report Q3, 2021 results on May 12, 2021