View Future GrowthNeeds Well 과거 순이익 실적과거 기준 점검 1/6Needs Well은 연평균 1.6%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 13.5% 증가했습니다. 매출은 연평균 4.6%의 비율로 증가했습니다. Needs Well의 자기자본이익률은 16.8%이고 순이익률은 7.9%입니다.핵심 정보1.65%순이익 성장률2.50%주당순이익(EPS) 성장률Software 산업 성장률12.13%매출 성장률4.58%자기자본이익률16.85%순이익률7.87%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트분석 기사 • May 20We Think That There Are Some Issues For Needs Well (TSE:3992) Beyond Its Promising EarningsThe stock price didn't jump after Needs Well Inc. ( TSE:3992 ) posted decent earnings last week. Our analysis showed...Reported Earnings • May 16Second quarter 2026 earnings released: EPS: JP¥3.67 (vs JP¥6.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.67 (down from JP¥6.99 in 2Q 2025). Revenue: JP¥2.62b (up 3.9% from 2Q 2025). Net income: JP¥139.0m (down 48% from 2Q 2025). Profit margin: 5.3% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses.Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥7.02 (vs JP¥5.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.02 (up from JP¥5.94 in 1Q 2025). Revenue: JP¥2.58b (up 2.9% from 1Q 2025). Net income: JP¥266.0m (up 18% from 1Q 2025). Profit margin: 10% (up from 9.0% in 1Q 2025). The increase in margin was driven by higher revenue.공시 • Jan 06Needs Well Inc. to Report Q1, 2026 Results on Feb 12, 2026Needs Well Inc. announced that they will report Q1, 2026 results on Feb 12, 2026Reported Earnings • Nov 14Full year 2025 earnings released: EPS: JP¥23.41 (vs JP¥21.13 in FY 2024)Full year 2025 results: EPS: JP¥23.41 (up from JP¥21.13 in FY 2024). Revenue: JP¥10.0b (up 5.1% from FY 2024). Net income: JP¥887.0m (up 9.6% from FY 2024). Profit margin: 8.8% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue.공시 • Sep 01Needs Well Inc. to Report Fiscal Year 2025 Results on Nov 11, 2025Needs Well Inc. announced that they will report fiscal year 2025 results on Nov 11, 2025모든 업데이트 보기Recent updates분석 기사 • May 20We Think That There Are Some Issues For Needs Well (TSE:3992) Beyond Its Promising EarningsThe stock price didn't jump after Needs Well Inc. ( TSE:3992 ) posted decent earnings last week. Our analysis showed...New Risk • May 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.8b (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • May 16Second quarter 2026 earnings released: EPS: JP¥3.67 (vs JP¥6.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.67 (down from JP¥6.99 in 2Q 2025). Revenue: JP¥2.62b (up 3.9% from 2Q 2025). Net income: JP¥139.0m (down 48% from 2Q 2025). Profit margin: 5.3% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses.Declared Dividend • May 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 23% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 16Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥520. The fair value is estimated to be JP¥425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last year. Earnings per share has grown by 20%.Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥7.02 (vs JP¥5.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.02 (up from JP¥5.94 in 1Q 2025). Revenue: JP¥2.58b (up 2.9% from 1Q 2025). Net income: JP¥266.0m (up 18% from 1Q 2025). Profit margin: 10% (up from 9.0% in 1Q 2025). The increase in margin was driven by higher revenue.공시 • Jan 06Needs Well Inc. to Report Q1, 2026 Results on Feb 12, 2026Needs Well Inc. announced that they will report Q1, 2026 results on Feb 12, 2026Reported Earnings • Nov 14Full year 2025 earnings released: EPS: JP¥23.41 (vs JP¥21.13 in FY 2024)Full year 2025 results: EPS: JP¥23.41 (up from JP¥21.13 in FY 2024). Revenue: JP¥10.0b (up 5.1% from FY 2024). Net income: JP¥887.0m (up 9.6% from FY 2024). Profit margin: 8.8% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue.공시 • Nov 11Needs Well Inc., Annual General Meeting, Dec 23, 2025Needs Well Inc., Annual General Meeting, Dec 23, 2025.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥514, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 255% over the past three years.Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥612, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 305% over the past three years.분석 기사 • Sep 02Needs Well (TSE:3992) Is Paying Out A Larger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...공시 • Sep 01Needs Well Inc. to Report Fiscal Year 2025 Results on Nov 11, 2025Needs Well Inc. announced that they will report fiscal year 2025 results on Nov 11, 2025분석 기사 • Aug 19Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...공시 • Aug 19Needs Well Inc. (TSE:3992) agreed to acquire an unknown minority stake in Hmcomm Inc. (TSE:265A) for ¥50 million.Needs Well Inc. (TSE:3992) agreed to acquire an unknown minority stake in Hmcomm Inc. (TSE:265A) for ¥50 million on August 19, 2025. The consideration consists of treasury shares common equity of Needs Well Inc. having a value of ¥50 million to be issued for common equity of Hmcomm Inc. As part of consideration, ¥50 million is paid towards common equity of Hmcomm Inc.Reported Earnings • Aug 08Third quarter 2025 earnings released: EPS: JP¥3.64 (vs JP¥4.06 in 3Q 2024)Third quarter 2025 results: EPS: JP¥3.64 (down from JP¥4.06 in 3Q 2024). Revenue: JP¥2.35b (flat on 3Q 2024). Net income: JP¥138.0m (down 10% from 3Q 2024). Profit margin: 5.9% (down from 6.6% in 3Q 2024).분석 기사 • Aug 05Needs Well (TSE:3992) Has Announced That It Will Be Increasing Its Dividend To ¥12.00The board of Needs Well Inc. ( TSE:3992 ) has announced that it will be paying its dividend of ¥12.00 on the 24th of...분석 기사 • Jul 17Needs Well's (TSE:3992) Shareholders Will Receive A Bigger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...분석 기사 • Jun 23Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) will increase its dividend from last year's comparable payment on the 24th of December to...분석 기사 • May 15Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...공시 • May 14Needs Well Inc. to Report Q3, 2025 Results on Aug 06, 2025Needs Well Inc. announced that they will report Q3, 2025 results on Aug 06, 2025Declared Dividend • May 14Dividend increased to JP¥12.00Dividend of JP¥12.00 is 33% higher than last year. Ex-date: 29th September 2025 Payment date: 24th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 21% per year over the past 4 years and payments have been stable during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥466, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 210% over the past three years.Buy Or Sell Opportunity • Apr 08Now 33% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥336. The fair value is estimated to be JP¥252, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last year. Earnings per share has declined by 13%.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥355, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 121% over the past three years.공시 • Mar 27Needs Well Inc. to Report Q2, 2025 Results on May 12, 2025Needs Well Inc. announced that they will report Q2, 2025 results on May 12, 2025Reported Earnings • Feb 14First quarter 2025 earnings released: EPS: JP¥5.94 (vs JP¥6.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.94 (down from JP¥6.55 in 1Q 2024). Revenue: JP¥2.51b (up 4.9% from 1Q 2024). Net income: JP¥225.0m (down 10.0% from 1Q 2024). Profit margin: 9.0% (down from 11% in 1Q 2024). The decrease in margin was driven by higher expenses.공시 • Jan 21Needs Well Inc. Revises Dividend Guidance for the Fiscal Year Ending September 30, 2025Needs Well Inc. revised dividend guidance for the fiscal year ending September 30, 2025. For the year, the company expects dividend of JPY 12.00 compared to Previous forecast of JPY 9.00 per share.Reported Earnings • Dec 28Full year 2024 earnings released: EPS: JP¥21.13 (vs JP¥21.31 in FY 2023)Full year 2024 results: EPS: JP¥21.13 (down from JP¥21.31 in FY 2023). Revenue: JP¥9.55b (up 9.0% from FY 2023). Net income: JP¥809.0m (down 3.3% from FY 2023). Profit margin: 8.5% (down from 9.6% in FY 2023). The decrease in margin was driven by higher expenses.New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.5% average weekly change). High level of non-cash earnings (24% accrual ratio). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥14.4b market cap, or US$93.7m).Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥377, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 186% over the past three years.공시 • Nov 20Needs Well Inc. to Report Q1, 2025 Results on Feb 12, 2025Needs Well Inc. announced that they will report Q1, 2025 results on Feb 12, 2025분석 기사 • Nov 18Earnings Troubles May Signal Larger Issues for Needs Well (TSE:3992) ShareholdersNeeds Well Inc.'s ( TSE:3992 ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests...Reported Earnings • Nov 14Full year 2024 earnings released: EPS: JP¥21.13 (vs JP¥21.31 in FY 2023)Full year 2024 results: EPS: JP¥21.13 (down from JP¥21.31 in FY 2023). Revenue: JP¥9.55b (up 9.0% from FY 2023). Net income: JP¥809.0m (down 3.3% from FY 2023). Profit margin: 8.5% (down from 9.6% in FY 2023). The decrease in margin was driven by higher expenses.공시 • Nov 11Needs Well Inc., Annual General Meeting, Dec 23, 2024Needs Well Inc., Annual General Meeting, Dec 23, 2024.Upcoming Dividend • Sep 20Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).공시 • Sep 05Needs Well Inc. to Report Fiscal Year 2024 Results on Nov 11, 2024Needs Well Inc. announced that they will report fiscal year 2024 results on Nov 11, 2024공시 • Aug 21Needs Well Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. revised consolidated earnings guidance for the fiscal year ending September 30, 2024. For the full year, the company expects net sales of JPY 9,660 million compared to previous guidance of JPY 10,720 million, operating profit of JPY 1,212 million compared to previous guidance of JPY 1,440 million, profit attributable to owners of parent of JPY 860 compared to previous guidance of JPY 980 million and profit per share of JPY 22.44 compared to previous guidance of JPY 25.78.Reported Earnings • Aug 13Third quarter 2024 earnings released: EPS: JP¥4.06 (vs JP¥7.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.06 (down from JP¥7.23 in 3Q 2023). Revenue: JP¥2.34b (down 2.5% from 3Q 2023). Net income: JP¥153.8m (down 45% from 3Q 2023). Profit margin: 6.6% (down from 12% in 3Q 2023). The decrease in margin was primarily driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to JP¥260, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 76% over the past three years.New Risk • Aug 01New 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 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. 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 (5.3% average weekly change). Market cap is less than US$100m (JP¥14.0b market cap, or US$93.3m).공시 • Jun 18Needs Well Inc. (TSE:3992) announces an Equity Buyback for 600,000 shares, representing 1.47% for ¥200 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.47% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The purpose of the program is to improve the company's share price, increase future shareholder returns, and implement a flexible capital policy in response to changes in the business environment. The program will continue through September 20, 2024. As of June 1, 2024, the company had 40,699,200 issued shares (excluding treasury stock) and 2,198,214 treasury shares.공시 • May 18Needs Well Inc. to Report Q3, 2024 Results on Aug 08, 2024Needs Well Inc. announced that they will report Q3, 2024 results on Aug 08, 2024Reported Earnings • May 11Second quarter 2024 earnings released: EPS: JP¥13.63 (vs JP¥14.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.63 (down from JP¥14.46 in 2Q 2023). Revenue: JP¥2.43b (up 1.3% from 2Q 2023). Net income: JP¥259.0m (down 7.5% from 2Q 2023). Profit margin: 11% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses.Declared Dividend • May 11Dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 27th September 2024 Payment date: 25th December 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 3.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 10Needs Well Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. provided consolidated earnings guidance for the fiscal year ending September 30, 2024. For the full year, the company expects net sales of JPY 10,720 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 980 million and profit per share of JPY 51.45.Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 19% to JP¥934. The fair value is estimated to be JP¥1,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only.공시 • Mar 14Needs Well Inc. Revises Dividend Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. revised dividend guidance for the fiscal year ending September 30, 2024. For the year, the company expects dividend of JPY 18.00 compared to Previous forecast of JPY 15.00 per share.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,127, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 24x in the Software industry in Japan. Total returns to shareholders of 277% over the past three years.Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 27% to JP¥926. The fair value is estimated to be JP¥1,163, however this is not to be taken as a buy recommendation but rather should be used as a guide only.공시 • Feb 15Needs Well Inc. to Report Q2, 2024 Results on May 09, 2024Needs Well Inc. announced that they will report Q2, 2024 results on May 09, 2024공시 • Nov 17Needs Well Inc. to Report Q1, 2024 Results on Feb 08, 2024Needs Well Inc. announced that they will report Q1, 2024 results on Feb 08, 2024공시 • Nov 11Needs Well Inc., Annual General Meeting, Dec 22, 2023Needs Well Inc., Annual General Meeting, Dec 22, 2023.공시 • Nov 01Needs Well Inc. Revises Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised year-end dividend guidance for the fiscal year ending September 30, 2023. For the year, the company now expects year-end dividend of JPY 13.50 per share against JPY 10.00 per share paid a year ago.공시 • Sep 21Needs Well Inc. Revises Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised year-end dividend guidance for the fiscal year ending September 30, 2023. For the year, the company now expects year-end dividend of JPY 12.50 per share against previous forecast of JPY 11.50 per share.공시 • Sep 16Needs Well Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised consolidated earnings guidance for the fiscal year ending September 30, 2023. For the fiscal year, the company expects to report net sales of JPY 9,059 million, operating profit of JPY 1,100 million, ordinary profit of JPY 1,121 million, profit attributable to the owners of parent of JPY 748 million, and profit per share of JPY 37.94, compared with previous guidance of net sales of JPY 9,059 million, operating profit of JPY 1,004 million, ordinary profit of JPY 1,019 million, profit attributable to the owners of parent of JPY 679 million, and profit per share of JPY 34.46. The reasons for revision in figures of the consolidated financial results forecast: Profit is expected to exceed the company's previous forecast announced in the "Notice Regarding Upward Revision to Consolidated Financial Results Forecast" dated March 15, 2023, due to development of new employees into industry- ready personnel at an early stage progressing faster than expected, improved profitability following the expansion of the IT Outsourcing Business, and other factors. Therefore, the Company has revised upward the previous consolidated financial results forecast as detailed above.공시 • Sep 02Needs Well Inc. to Report Fiscal Year 2023 Results on Nov 09, 2023Needs Well Inc. announced that they will report fiscal year 2023 results on Nov 09, 2023New Risk • Aug 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.3b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.3b market cap, or US$99.4m).공시 • Jun 16Needs Well Inc. (TSE:3992) announces an Equity Buyback for 750,000 shares, representing 3.8% for ¥500 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 3.8% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to improve stock prices and shareholder returns, and to implement a flexible capital policy in response to changes in the business environment. The program will continue through September 22, 2023. As of June 1, 2023, the company had 19,744,142 issued shares (excluding treasury stock) and 594,258 treasury shares.공시 • May 17Needs Well Inc. to Report Q3, 2023 Results on Aug 09, 2023Needs Well Inc. announced that they will report Q3, 2023 results on Aug 09, 2023공시 • May 13+ 1 more updateNeeds Well Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. provided consolidated earnings guidance for the fiscal year ending September 30, 2023. For the year, the company expects net sales of JPY 9,059 million, operating profit of JPY 1,004 million, profit attributable to owners of parent of JPY 679 million and profit per share of JPY 34.44.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥969, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 87% over the past three years.Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥16.93 (vs JP¥12.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.93 (up from JP¥12.31 in 1Q 2022). Revenue: JP¥2.02b (up 29% from 1Q 2022). Net income: JP¥167.0m (up 34% from 1Q 2022). Profit margin: 8.3% (up from 8.0% in 1Q 2022). 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 4% per year, which means it is significantly lagging earnings growth.공시 • Feb 11+ 1 more updateNeeds Well Inc. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending September 30, 2023Needs Well Inc. provided consolidated earnings guidance for the first half of 2023 and full year ending September 30, 2023. For the first half, the company expects net sales of ¥4,138 million, operating profit of ¥364 million, Profit attributable to owners of parent of ¥266 million and profit per share of ¥27.06.For the year, the company expects net sales of ¥9,000 million, operating profit of ¥801 million, Profit attributable to owners of parent of ¥567 million and profit per share of ¥57.59.Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 16Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Executive Officer & Director Keiho Akiyama was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Nov 12+ 2 more updatesNeeds Well Inc. Announces Dividend for the Fiscal Year Ended September 30, 2022, Payable on December 26, 2022Needs Well Inc. announced dividend of JPY 20.00 per share for the fiscal year ended September 30, 2022 as compared to paid dividend of JPY 23.00 per share a year ago. Scheduled date of commencing dividend payments is December 26, 2022.공시 • Nov 10Needs Well Inc., Annual General Meeting, Dec 23, 2022Needs Well Inc., Annual General Meeting, Dec 23, 2022. Agenda: Annual general meeting.공시 • Nov 09Needs Well Inc. to Report Q1, 2023 Results on Feb 10, 2023Needs Well Inc. announced that they will report Q1, 2023 results on Feb 10, 2023Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 23 December 2022. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).공시 • Sep 16Needs Well Inc. (TSE:3992) agreed to acquire BO STUDIO Inc. from Yuki Kawazoe and others for ¥ 750 million.Needs Well Inc. (TSE:3992) agreed to acquire BO STUDIO Inc. from Yuki Kawazoe and others for ¥ 750 million on September 15, 2022. BO STUDIO Inc. generated Total assets of ¥ 83 million, Sales of ¥ 220 million, Operating income of ¥ 30 million, net worth of ¥ 34 million and Net income of ¥ 15 million for the Fiscal year ending September 2021. Execution of share transfer is on October 3, 2022.공시 • Sep 01Needs Well Inc. to Report Fiscal Year 2022 Results on Nov 11, 2022Needs Well Inc. announced that they will report fiscal year 2022 results on Nov 11, 2022Reported Earnings • Aug 07Third quarter 2022 earnings released: EPS: JP¥13.03 (vs JP¥10.93 in 3Q 2021)Third quarter 2022 results: EPS: JP¥13.03 (up from JP¥10.93 in 3Q 2021). Revenue: JP¥1.72b (up 19% from 3Q 2021). Net income: JP¥129.0m (up 29% from 3Q 2021). Profit margin: 7.5% (up from 6.9% in 3Q 2021). 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 4% per year, which means it is significantly lagging earnings.공시 • May 26Needs Well Inc. (TSE:3992) acquired a 18.7% stake in Souken-sys Inc.Needs Well Inc. (TSE:3992) acquired a 18.7% stake in Souken-sys Inc on March 15, 2022. Under the terms, 23,000 shares will be acquired representing 18.7% of stake in Souken-sys Needs Well Inc. (TSE:3992) completed the acquisition of a 18.7% stake in Souken-sys Inc on March 15, 2022.공시 • May 18Needs Well Inc. to Report Q3, 2022 Results on Aug 05, 2022Needs Well Inc. announced that they will report Q3, 2022 results on Aug 05, 2022Reported Earnings • May 17Second quarter 2022 earnings released: EPS: JP¥13.24 (vs JP¥13.28 in 2Q 2021)Second quarter 2022 results: EPS: JP¥13.24. Revenue: JP¥1.69b (up 15% from 2Q 2021). Net income: JP¥134.0m (up 14% from 2Q 2021). Profit margin: 7.9% (down from 8.0% in 2Q 2021). The decrease in margin was driven by higher expenses.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Executive Officer & Director Keiho Akiyama was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be JP¥740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.6% per annum over the last 3 years.공시 • Feb 18Needs Well Inc. to Report Q2, 2022 Results on May 12, 2022Needs Well Inc. announced that they will report Q2, 2022 results on May 12, 2022Reported Earnings • Feb 12First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥12.31 (up from JP¥10.45 in 1Q 2021). Revenue: JP¥1.56b (up 16% from 1Q 2021). Net income: JP¥125.0m (up 40% from 1Q 2021). Profit margin: 8.0% (up from 6.6% in 1Q 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 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Feb 11Needs Well Inc. (TSE:3992) announces an Equity Buyback for 340,000 shares, representing 3.34% for ¥200 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 340,000 shares, representing 3.34% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The purpose of the program is to improve stock prices and EPS, and to implement agile capital policies in response to changes in the business environment. The program will continue through August 12, 2022. As of January 31, 2022, the company had 10,167,768 issued shares (excluding treasury stock) and 232 treasury shares.Reported Earnings • Dec 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥46.63 (up from JP¥40.88 in FY 2020). Revenue: JP¥5.75b (up 7.2% from FY 2020). Net income: JP¥421.0m (up 21% from FY 2020). Profit margin: 7.3% (up from 6.5% in FY 2020). 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 14% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Nov 12Full year 2021 earnings released: EPS JP¥46.63 (vs JP¥40.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.75b (up 7.2% from FY 2020). Net income: JP¥421.0m (up 21% from FY 2020). Profit margin: 7.3% (up from 6.5% 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 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 23 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 09Third quarter 2021 earnings released: EPS JP¥10.93 (vs JP¥6.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.44b (up 14% from 3Q 2020). Net income: JP¥100.0m (up 92% from 3Q 2020). Profit margin: 6.9% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • May 14Second quarter 2021 earnings released: EPS JP¥13.28 (vs JP¥14.14 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥1.47b (up 5.7% from 2Q 2020). Net income: JP¥117.0m (down 2.5% from 2Q 2020). Profit margin: 8.0% (down from 8.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 20New 90-day low: JP¥650The company is down 30% from its price of JP¥925 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.Reported Earnings • Feb 10First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥1.35b (down 4.9% from 1Q 2020). Net income: JP¥89.0m (up 51% from 1Q 2020). Profit margin: 6.6% (up from 4.2% in 1Q 2020). The increase in margin was driven by lower expenses.공시 • Dec 31Needs Well Inc. to Report Q1, 2021 Results on Feb 08, 2021Needs Well Inc. announced that they will report Q1, 2021 results on Feb 08, 2021Reported Earnings • Dec 27Full year 2020 earnings released: EPS JP¥40.88The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins were improved. Full year 2020 results: Revenue: JP¥5.36b (down 2.8% from FY 2019). Net income: JP¥347.0m (flat on FY 2019). Profit margin: 6.5% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 07New 90-day low: JP¥708The company is down 5.0% from its price of JP¥745 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.Valuation Update With 7 Day Price Move • Dec 01Market pulls back on stock over the past weekAfter last week's 18% share price decline to JP¥753, the stock is trading at a trailing P/E ratio of 18.4x, down from the previous P/E ratio of 22.5x. This compares to an average P/E of 39x in the Software industry in Japan. Total returns to shareholders over the past three years are 16%.매출 및 비용 세부 내역Needs Well가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:3992 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2610,2048031,237031 Dec 2510,1079291,041030 Sep 2510,0328871,028030 Jun 259,767775877031 Mar 259,757790907031 Dec 249,666783906030 Sep 249,549809886030 Jun 249,571963880031 Mar 249,407941907031 Dec 239,133920892030 Sep 238,7618378880양질의 수익: 3992는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 3992의 현재 순 이익률 (7.9%)은 지난해 (8.1%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 지난 5년 동안 3992의 연간 수익 성장률이 양(+)이었는지 판단하기에 데이터가 부족합니다.성장 가속화: 3992의 지난해 수익 성장률을 5년 평균과 비교하기에 데이터가 부족합니다.수익 대 산업: 3992의 지난 1년 수익 증가율(1.6%)은 Software 업계 평균(16.4%)을 능가하지 못했습니다.자기자본이익률높은 ROE: 3992의 자본 수익률(16.8%)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 분석2026/05/31 18:10종가2026/05/29 00:00수익2026/03/31연간 수익2025/09/30데이터 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 소스Needs Well 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.분석가기관Nobumasa MorimotoMizuho Securities Co., Ltd.
분석 기사 • May 20We Think That There Are Some Issues For Needs Well (TSE:3992) Beyond Its Promising EarningsThe stock price didn't jump after Needs Well Inc. ( TSE:3992 ) posted decent earnings last week. Our analysis showed...
Reported Earnings • May 16Second quarter 2026 earnings released: EPS: JP¥3.67 (vs JP¥6.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.67 (down from JP¥6.99 in 2Q 2025). Revenue: JP¥2.62b (up 3.9% from 2Q 2025). Net income: JP¥139.0m (down 48% from 2Q 2025). Profit margin: 5.3% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses.
Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥7.02 (vs JP¥5.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.02 (up from JP¥5.94 in 1Q 2025). Revenue: JP¥2.58b (up 2.9% from 1Q 2025). Net income: JP¥266.0m (up 18% from 1Q 2025). Profit margin: 10% (up from 9.0% in 1Q 2025). The increase in margin was driven by higher revenue.
공시 • Jan 06Needs Well Inc. to Report Q1, 2026 Results on Feb 12, 2026Needs Well Inc. announced that they will report Q1, 2026 results on Feb 12, 2026
Reported Earnings • Nov 14Full year 2025 earnings released: EPS: JP¥23.41 (vs JP¥21.13 in FY 2024)Full year 2025 results: EPS: JP¥23.41 (up from JP¥21.13 in FY 2024). Revenue: JP¥10.0b (up 5.1% from FY 2024). Net income: JP¥887.0m (up 9.6% from FY 2024). Profit margin: 8.8% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue.
공시 • Sep 01Needs Well Inc. to Report Fiscal Year 2025 Results on Nov 11, 2025Needs Well Inc. announced that they will report fiscal year 2025 results on Nov 11, 2025
분석 기사 • May 20We Think That There Are Some Issues For Needs Well (TSE:3992) Beyond Its Promising EarningsThe stock price didn't jump after Needs Well Inc. ( TSE:3992 ) posted decent earnings last week. Our analysis showed...
New Risk • May 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.8b (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • May 16Second quarter 2026 earnings released: EPS: JP¥3.67 (vs JP¥6.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.67 (down from JP¥6.99 in 2Q 2025). Revenue: JP¥2.62b (up 3.9% from 2Q 2025). Net income: JP¥139.0m (down 48% from 2Q 2025). Profit margin: 5.3% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses.
Declared Dividend • May 15Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 23% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 16Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥520. The fair value is estimated to be JP¥425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last year. Earnings per share has grown by 20%.
Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥7.02 (vs JP¥5.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.02 (up from JP¥5.94 in 1Q 2025). Revenue: JP¥2.58b (up 2.9% from 1Q 2025). Net income: JP¥266.0m (up 18% from 1Q 2025). Profit margin: 10% (up from 9.0% in 1Q 2025). The increase in margin was driven by higher revenue.
공시 • Jan 06Needs Well Inc. to Report Q1, 2026 Results on Feb 12, 2026Needs Well Inc. announced that they will report Q1, 2026 results on Feb 12, 2026
Reported Earnings • Nov 14Full year 2025 earnings released: EPS: JP¥23.41 (vs JP¥21.13 in FY 2024)Full year 2025 results: EPS: JP¥23.41 (up from JP¥21.13 in FY 2024). Revenue: JP¥10.0b (up 5.1% from FY 2024). Net income: JP¥887.0m (up 9.6% from FY 2024). Profit margin: 8.8% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue.
공시 • Nov 11Needs Well Inc., Annual General Meeting, Dec 23, 2025Needs Well Inc., Annual General Meeting, Dec 23, 2025.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥514, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 255% over the past three years.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥612, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 305% over the past three years.
분석 기사 • Sep 02Needs Well (TSE:3992) Is Paying Out A Larger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...
공시 • Sep 01Needs Well Inc. to Report Fiscal Year 2025 Results on Nov 11, 2025Needs Well Inc. announced that they will report fiscal year 2025 results on Nov 11, 2025
분석 기사 • Aug 19Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...
공시 • Aug 19Needs Well Inc. (TSE:3992) agreed to acquire an unknown minority stake in Hmcomm Inc. (TSE:265A) for ¥50 million.Needs Well Inc. (TSE:3992) agreed to acquire an unknown minority stake in Hmcomm Inc. (TSE:265A) for ¥50 million on August 19, 2025. The consideration consists of treasury shares common equity of Needs Well Inc. having a value of ¥50 million to be issued for common equity of Hmcomm Inc. As part of consideration, ¥50 million is paid towards common equity of Hmcomm Inc.
Reported Earnings • Aug 08Third quarter 2025 earnings released: EPS: JP¥3.64 (vs JP¥4.06 in 3Q 2024)Third quarter 2025 results: EPS: JP¥3.64 (down from JP¥4.06 in 3Q 2024). Revenue: JP¥2.35b (flat on 3Q 2024). Net income: JP¥138.0m (down 10% from 3Q 2024). Profit margin: 5.9% (down from 6.6% in 3Q 2024).
분석 기사 • Aug 05Needs Well (TSE:3992) Has Announced That It Will Be Increasing Its Dividend To ¥12.00The board of Needs Well Inc. ( TSE:3992 ) has announced that it will be paying its dividend of ¥12.00 on the 24th of...
분석 기사 • Jul 17Needs Well's (TSE:3992) Shareholders Will Receive A Bigger Dividend Than Last YearNeeds Well Inc.'s ( TSE:3992 ) dividend will be increasing from last year's payment of the same period to ¥12.00 on...
분석 기사 • Jun 23Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) will increase its dividend from last year's comparable payment on the 24th of December to...
분석 기사 • May 15Needs Well (TSE:3992) Is Increasing Its Dividend To ¥12.00Needs Well Inc. ( TSE:3992 ) has announced that it will be increasing its dividend from last year's comparable payment...
공시 • May 14Needs Well Inc. to Report Q3, 2025 Results on Aug 06, 2025Needs Well Inc. announced that they will report Q3, 2025 results on Aug 06, 2025
Declared Dividend • May 14Dividend increased to JP¥12.00Dividend of JP¥12.00 is 33% higher than last year. Ex-date: 29th September 2025 Payment date: 24th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 21% per year over the past 4 years and payments have been stable during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥466, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 210% over the past three years.
Buy Or Sell Opportunity • Apr 08Now 33% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥336. The fair value is estimated to be JP¥252, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last year. Earnings per share has declined by 13%.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥355, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 121% over the past three years.
공시 • Mar 27Needs Well Inc. to Report Q2, 2025 Results on May 12, 2025Needs Well Inc. announced that they will report Q2, 2025 results on May 12, 2025
Reported Earnings • Feb 14First quarter 2025 earnings released: EPS: JP¥5.94 (vs JP¥6.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.94 (down from JP¥6.55 in 1Q 2024). Revenue: JP¥2.51b (up 4.9% from 1Q 2024). Net income: JP¥225.0m (down 10.0% from 1Q 2024). Profit margin: 9.0% (down from 11% in 1Q 2024). The decrease in margin was driven by higher expenses.
공시 • Jan 21Needs Well Inc. Revises Dividend Guidance for the Fiscal Year Ending September 30, 2025Needs Well Inc. revised dividend guidance for the fiscal year ending September 30, 2025. For the year, the company expects dividend of JPY 12.00 compared to Previous forecast of JPY 9.00 per share.
Reported Earnings • Dec 28Full year 2024 earnings released: EPS: JP¥21.13 (vs JP¥21.31 in FY 2023)Full year 2024 results: EPS: JP¥21.13 (down from JP¥21.31 in FY 2023). Revenue: JP¥9.55b (up 9.0% from FY 2023). Net income: JP¥809.0m (down 3.3% from FY 2023). Profit margin: 8.5% (down from 9.6% in FY 2023). The decrease in margin was driven by higher expenses.
New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.5% average weekly change). High level of non-cash earnings (24% accrual ratio). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥14.4b market cap, or US$93.7m).
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥377, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 186% over the past three years.
공시 • Nov 20Needs Well Inc. to Report Q1, 2025 Results on Feb 12, 2025Needs Well Inc. announced that they will report Q1, 2025 results on Feb 12, 2025
분석 기사 • Nov 18Earnings Troubles May Signal Larger Issues for Needs Well (TSE:3992) ShareholdersNeeds Well Inc.'s ( TSE:3992 ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests...
Reported Earnings • Nov 14Full year 2024 earnings released: EPS: JP¥21.13 (vs JP¥21.31 in FY 2023)Full year 2024 results: EPS: JP¥21.13 (down from JP¥21.31 in FY 2023). Revenue: JP¥9.55b (up 9.0% from FY 2023). Net income: JP¥809.0m (down 3.3% from FY 2023). Profit margin: 8.5% (down from 9.6% in FY 2023). The decrease in margin was driven by higher expenses.
공시 • Nov 11Needs Well Inc., Annual General Meeting, Dec 23, 2024Needs Well Inc., Annual General Meeting, Dec 23, 2024.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
공시 • Sep 05Needs Well Inc. to Report Fiscal Year 2024 Results on Nov 11, 2024Needs Well Inc. announced that they will report fiscal year 2024 results on Nov 11, 2024
공시 • Aug 21Needs Well Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. revised consolidated earnings guidance for the fiscal year ending September 30, 2024. For the full year, the company expects net sales of JPY 9,660 million compared to previous guidance of JPY 10,720 million, operating profit of JPY 1,212 million compared to previous guidance of JPY 1,440 million, profit attributable to owners of parent of JPY 860 compared to previous guidance of JPY 980 million and profit per share of JPY 22.44 compared to previous guidance of JPY 25.78.
Reported Earnings • Aug 13Third quarter 2024 earnings released: EPS: JP¥4.06 (vs JP¥7.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.06 (down from JP¥7.23 in 3Q 2023). Revenue: JP¥2.34b (down 2.5% from 3Q 2023). Net income: JP¥153.8m (down 45% from 3Q 2023). Profit margin: 6.6% (down from 12% in 3Q 2023). The decrease in margin was primarily driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to JP¥260, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 76% over the past three years.
New Risk • Aug 01New 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 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. 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 (5.3% average weekly change). Market cap is less than US$100m (JP¥14.0b market cap, or US$93.3m).
공시 • Jun 18Needs Well Inc. (TSE:3992) announces an Equity Buyback for 600,000 shares, representing 1.47% for ¥200 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.47% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The purpose of the program is to improve the company's share price, increase future shareholder returns, and implement a flexible capital policy in response to changes in the business environment. The program will continue through September 20, 2024. As of June 1, 2024, the company had 40,699,200 issued shares (excluding treasury stock) and 2,198,214 treasury shares.
공시 • May 18Needs Well Inc. to Report Q3, 2024 Results on Aug 08, 2024Needs Well Inc. announced that they will report Q3, 2024 results on Aug 08, 2024
Reported Earnings • May 11Second quarter 2024 earnings released: EPS: JP¥13.63 (vs JP¥14.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.63 (down from JP¥14.46 in 2Q 2023). Revenue: JP¥2.43b (up 1.3% from 2Q 2023). Net income: JP¥259.0m (down 7.5% from 2Q 2023). Profit margin: 11% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses.
Declared Dividend • May 11Dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 27th September 2024 Payment date: 25th December 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 3.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 10Needs Well Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. provided consolidated earnings guidance for the fiscal year ending September 30, 2024. For the full year, the company expects net sales of JPY 10,720 million, operating profit of JPY 1,440 million, profit attributable to owners of parent of JPY 980 million and profit per share of JPY 51.45.
Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 19% to JP¥934. The fair value is estimated to be JP¥1,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
공시 • Mar 14Needs Well Inc. Revises Dividend Guidance for the Fiscal Year Ending September 30, 2024Needs Well Inc. revised dividend guidance for the fiscal year ending September 30, 2024. For the year, the company expects dividend of JPY 18.00 compared to Previous forecast of JPY 15.00 per share.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,127, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 24x in the Software industry in Japan. Total returns to shareholders of 277% over the past three years.
Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 27% to JP¥926. The fair value is estimated to be JP¥1,163, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
공시 • Feb 15Needs Well Inc. to Report Q2, 2024 Results on May 09, 2024Needs Well Inc. announced that they will report Q2, 2024 results on May 09, 2024
공시 • Nov 17Needs Well Inc. to Report Q1, 2024 Results on Feb 08, 2024Needs Well Inc. announced that they will report Q1, 2024 results on Feb 08, 2024
공시 • Nov 11Needs Well Inc., Annual General Meeting, Dec 22, 2023Needs Well Inc., Annual General Meeting, Dec 22, 2023.
공시 • Nov 01Needs Well Inc. Revises Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised year-end dividend guidance for the fiscal year ending September 30, 2023. For the year, the company now expects year-end dividend of JPY 13.50 per share against JPY 10.00 per share paid a year ago.
공시 • Sep 21Needs Well Inc. Revises Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised year-end dividend guidance for the fiscal year ending September 30, 2023. For the year, the company now expects year-end dividend of JPY 12.50 per share against previous forecast of JPY 11.50 per share.
공시 • Sep 16Needs Well Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. revised consolidated earnings guidance for the fiscal year ending September 30, 2023. For the fiscal year, the company expects to report net sales of JPY 9,059 million, operating profit of JPY 1,100 million, ordinary profit of JPY 1,121 million, profit attributable to the owners of parent of JPY 748 million, and profit per share of JPY 37.94, compared with previous guidance of net sales of JPY 9,059 million, operating profit of JPY 1,004 million, ordinary profit of JPY 1,019 million, profit attributable to the owners of parent of JPY 679 million, and profit per share of JPY 34.46. The reasons for revision in figures of the consolidated financial results forecast: Profit is expected to exceed the company's previous forecast announced in the "Notice Regarding Upward Revision to Consolidated Financial Results Forecast" dated March 15, 2023, due to development of new employees into industry- ready personnel at an early stage progressing faster than expected, improved profitability following the expansion of the IT Outsourcing Business, and other factors. Therefore, the Company has revised upward the previous consolidated financial results forecast as detailed above.
공시 • Sep 02Needs Well Inc. to Report Fiscal Year 2023 Results on Nov 09, 2023Needs Well Inc. announced that they will report fiscal year 2023 results on Nov 09, 2023
New Risk • Aug 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.3b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.3b market cap, or US$99.4m).
공시 • Jun 16Needs Well Inc. (TSE:3992) announces an Equity Buyback for 750,000 shares, representing 3.8% for ¥500 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 3.8% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to improve stock prices and shareholder returns, and to implement a flexible capital policy in response to changes in the business environment. The program will continue through September 22, 2023. As of June 1, 2023, the company had 19,744,142 issued shares (excluding treasury stock) and 594,258 treasury shares.
공시 • May 17Needs Well Inc. to Report Q3, 2023 Results on Aug 09, 2023Needs Well Inc. announced that they will report Q3, 2023 results on Aug 09, 2023
공시 • May 13+ 1 more updateNeeds Well Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2023Needs Well Inc. provided consolidated earnings guidance for the fiscal year ending September 30, 2023. For the year, the company expects net sales of JPY 9,059 million, operating profit of JPY 1,004 million, profit attributable to owners of parent of JPY 679 million and profit per share of JPY 34.44.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥969, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 87% over the past three years.
Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥16.93 (vs JP¥12.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.93 (up from JP¥12.31 in 1Q 2022). Revenue: JP¥2.02b (up 29% from 1Q 2022). Net income: JP¥167.0m (up 34% from 1Q 2022). Profit margin: 8.3% (up from 8.0% in 1Q 2022). 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 4% per year, which means it is significantly lagging earnings growth.
공시 • Feb 11+ 1 more updateNeeds Well Inc. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending September 30, 2023Needs Well Inc. provided consolidated earnings guidance for the first half of 2023 and full year ending September 30, 2023. For the first half, the company expects net sales of ¥4,138 million, operating profit of ¥364 million, Profit attributable to owners of parent of ¥266 million and profit per share of ¥27.06.For the year, the company expects net sales of ¥9,000 million, operating profit of ¥801 million, Profit attributable to owners of parent of ¥567 million and profit per share of ¥57.59.
Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 16Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Executive Officer & Director Keiho Akiyama was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Full year 2022 earnings released: EPS: JP¥49.85 (vs JP¥46.63 in FY 2021)Full year 2022 results: EPS: JP¥49.85 (up from JP¥46.63 in FY 2021). Revenue: JP¥6.73b (up 17% from FY 2021). Net income: JP¥499.0m (up 19% from FY 2021). Profit margin: 7.4% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Nov 12+ 2 more updatesNeeds Well Inc. Announces Dividend for the Fiscal Year Ended September 30, 2022, Payable on December 26, 2022Needs Well Inc. announced dividend of JPY 20.00 per share for the fiscal year ended September 30, 2022 as compared to paid dividend of JPY 23.00 per share a year ago. Scheduled date of commencing dividend payments is December 26, 2022.
공시 • Nov 10Needs Well Inc., Annual General Meeting, Dec 23, 2022Needs Well Inc., Annual General Meeting, Dec 23, 2022. Agenda: Annual general meeting.
공시 • Nov 09Needs Well Inc. to Report Q1, 2023 Results on Feb 10, 2023Needs Well Inc. announced that they will report Q1, 2023 results on Feb 10, 2023
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 23 December 2022. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
공시 • Sep 16Needs Well Inc. (TSE:3992) agreed to acquire BO STUDIO Inc. from Yuki Kawazoe and others for ¥ 750 million.Needs Well Inc. (TSE:3992) agreed to acquire BO STUDIO Inc. from Yuki Kawazoe and others for ¥ 750 million on September 15, 2022. BO STUDIO Inc. generated Total assets of ¥ 83 million, Sales of ¥ 220 million, Operating income of ¥ 30 million, net worth of ¥ 34 million and Net income of ¥ 15 million for the Fiscal year ending September 2021. Execution of share transfer is on October 3, 2022.
공시 • Sep 01Needs Well Inc. to Report Fiscal Year 2022 Results on Nov 11, 2022Needs Well Inc. announced that they will report fiscal year 2022 results on Nov 11, 2022
Reported Earnings • Aug 07Third quarter 2022 earnings released: EPS: JP¥13.03 (vs JP¥10.93 in 3Q 2021)Third quarter 2022 results: EPS: JP¥13.03 (up from JP¥10.93 in 3Q 2021). Revenue: JP¥1.72b (up 19% from 3Q 2021). Net income: JP¥129.0m (up 29% from 3Q 2021). Profit margin: 7.5% (up from 6.9% in 3Q 2021). 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 4% per year, which means it is significantly lagging earnings.
공시 • May 26Needs Well Inc. (TSE:3992) acquired a 18.7% stake in Souken-sys Inc.Needs Well Inc. (TSE:3992) acquired a 18.7% stake in Souken-sys Inc on March 15, 2022. Under the terms, 23,000 shares will be acquired representing 18.7% of stake in Souken-sys Needs Well Inc. (TSE:3992) completed the acquisition of a 18.7% stake in Souken-sys Inc on March 15, 2022.
공시 • May 18Needs Well Inc. to Report Q3, 2022 Results on Aug 05, 2022Needs Well Inc. announced that they will report Q3, 2022 results on Aug 05, 2022
Reported Earnings • May 17Second quarter 2022 earnings released: EPS: JP¥13.24 (vs JP¥13.28 in 2Q 2021)Second quarter 2022 results: EPS: JP¥13.24. Revenue: JP¥1.69b (up 15% from 2Q 2021). Net income: JP¥134.0m (up 14% from 2Q 2021). Profit margin: 7.9% (down from 8.0% in 2Q 2021). The decrease in margin was driven by higher expenses.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Executive Officer & Director Keiho Akiyama was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be JP¥740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.6% per annum over the last 3 years.
공시 • Feb 18Needs Well Inc. to Report Q2, 2022 Results on May 12, 2022Needs Well Inc. announced that they will report Q2, 2022 results on May 12, 2022
Reported Earnings • Feb 12First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥12.31 (up from JP¥10.45 in 1Q 2021). Revenue: JP¥1.56b (up 16% from 1Q 2021). Net income: JP¥125.0m (up 40% from 1Q 2021). Profit margin: 8.0% (up from 6.6% in 1Q 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 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Feb 11Needs Well Inc. (TSE:3992) announces an Equity Buyback for 340,000 shares, representing 3.34% for ¥200 million.Needs Well Inc. (TSE:3992) announces a share repurchase program. Under the program, the company will repurchase up to 340,000 shares, representing 3.34% of its issued share capital (excluding treasury stock), for a total purchase price of ¥200 million. The purpose of the program is to improve stock prices and EPS, and to implement agile capital policies in response to changes in the business environment. The program will continue through August 12, 2022. As of January 31, 2022, the company had 10,167,768 issued shares (excluding treasury stock) and 232 treasury shares.
Reported Earnings • Dec 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥46.63 (up from JP¥40.88 in FY 2020). Revenue: JP¥5.75b (up 7.2% from FY 2020). Net income: JP¥421.0m (up 21% from FY 2020). Profit margin: 7.3% (up from 6.5% in FY 2020). 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 14% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 12Full year 2021 earnings released: EPS JP¥46.63 (vs JP¥40.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.75b (up 7.2% from FY 2020). Net income: JP¥421.0m (up 21% from FY 2020). Profit margin: 7.3% (up from 6.5% 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 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 23 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 09Third quarter 2021 earnings released: EPS JP¥10.93 (vs JP¥6.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.44b (up 14% from 3Q 2020). Net income: JP¥100.0m (up 92% from 3Q 2020). Profit margin: 6.9% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 14Second quarter 2021 earnings released: EPS JP¥13.28 (vs JP¥14.14 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥1.47b (up 5.7% from 2Q 2020). Net income: JP¥117.0m (down 2.5% from 2Q 2020). Profit margin: 8.0% (down from 8.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 20New 90-day low: JP¥650The company is down 30% from its price of JP¥925 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.
Reported Earnings • Feb 10First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥1.35b (down 4.9% from 1Q 2020). Net income: JP¥89.0m (up 51% from 1Q 2020). Profit margin: 6.6% (up from 4.2% in 1Q 2020). The increase in margin was driven by lower expenses.
공시 • Dec 31Needs Well Inc. to Report Q1, 2021 Results on Feb 08, 2021Needs Well Inc. announced that they will report Q1, 2021 results on Feb 08, 2021
Reported Earnings • Dec 27Full year 2020 earnings released: EPS JP¥40.88The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins were improved. Full year 2020 results: Revenue: JP¥5.36b (down 2.8% from FY 2019). Net income: JP¥347.0m (flat on FY 2019). Profit margin: 6.5% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥708The company is down 5.0% from its price of JP¥745 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period.
Valuation Update With 7 Day Price Move • Dec 01Market pulls back on stock over the past weekAfter last week's 18% share price decline to JP¥753, the stock is trading at a trailing P/E ratio of 18.4x, down from the previous P/E ratio of 22.5x. This compares to an average P/E of 39x in the Software industry in Japan. Total returns to shareholders over the past three years are 16%.