View ValuationFLECT 향후 성장Future 기준 점검 3/6FLECT은 연간 수입과 매출이 각각 18.7%와 16.4% 증가할 것으로 예상되고 EPS는 연간 17.9%만큼 증가할 것으로 예상됩니다.핵심 정보18.7%이익 성장률17.94%EPS 성장률IT 이익 성장11.3%매출 성장률16.4%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트05 Mar 2026최근 향후 성장 업데이트Price Target Changed • Aug 15Price target increased by 54% to JP¥3,450Up from JP¥2,240, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥1,970. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥107 for next year compared to JP¥147 last year.모든 업데이트 보기Recent updates분석 기사 • May 22Earnings Troubles May Signal Larger Issues for FLECT (TSE:4414) ShareholdersThe market wasn't impressed with the soft earnings from FLECT Co., Ltd. ( TSE:4414 ) recently. We did some further...Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥113 (vs JP¥119 in FY 2025)Full year 2026 results: EPS: JP¥113 (down from JP¥119 in FY 2025). Revenue: JP¥8.25b (up 3.8% from FY 2025). Net income: JP¥684.0m (down 5.0% from FY 2025). Profit margin: 8.3% (down from 9.1% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • May 14FLECT Co., Ltd., Annual General Meeting, Jun 23, 2026FLECT Co., Ltd., Annual General Meeting, Jun 23, 2026.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,211, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the IT industry in Japan. Total returns to shareholders of 36% over the past three years.분석 기사 • Apr 10Here's Why FLECT (TSE:4414) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Mar 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,034, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the IT industry in Japan. Total returns to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,374, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the IT industry in Japan. Total returns to shareholders of 48% over the past three years.분석 기사 • Feb 16Take Care Before Jumping Onto FLECT Co., Ltd. (TSE:4414) Even Though It's 25% CheaperThe FLECT Co., Ltd. ( TSE:4414 ) share price has fared very poorly over the last month, falling by a substantial 25...Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥36.44 (vs JP¥34.64 in 3Q 2025)Third quarter 2026 results: EPS: JP¥36.44 (up from JP¥34.64 in 3Q 2025). Revenue: JP¥2.16b (up 4.1% from 3Q 2025). Net income: JP¥224.0m (up 6.7% from 3Q 2025). Profit margin: 10% (in line with 3Q 2025). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.공시 • Feb 05FLECT Co., Ltd. (TSE:4414) announces an Equity Buyback for 860,000 shares, representing 13.99% for ¥1,200 million.FLECT Co., Ltd. (TSE:4414) announces a share repurchase program. Under the program, the company will repurchase up to 860,000 shares, representing 13.99% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,200 million. Some shares will be repurchased from KURO LLC (an asset management company of which 100% of the voting rights are held by Koji Kurokawa, Representative Director). The purpose of the program is to increase in the value per share, improved capital efficiency and enhanced governance through the reduction of the controlling shareholder’s ownership. The treasury shares acquired through this acquisition of treasury shares may be utilized for M&A and capital and business alliances using shares as consideration, or for stock compensation plans. The program will continue through February 27, 2026. As of December 31, 2025, the company had 6,146,443 issued shares (excluding treasury stock) and 46,117 treasury shares.New Risk • Feb 04New 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 Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥9.25b market cap, or US$59.0m).분석 기사 • Feb 02At JP¥1,600, Is FLECT Co., Ltd. (TSE:4414) Worth Looking At Closely?FLECT Co., Ltd. ( TSE:4414 ), might not be a large cap stock, but it saw significant share price movement during recent...공시 • Dec 11FLECT Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026FLECT Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026분석 기사 • Nov 20FLECT's (TSE:4414) Performance Is Even Better Than Its Earnings SuggestEven though FLECT Co., Ltd.'s ( TSE:4414 ) recent earnings release was robust, the market didn't seem to notice. Our...Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥29.13 (vs JP¥24.79 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.13 (up from JP¥24.79 in 2Q 2025). Revenue: JP¥2.00b (flat on 2Q 2025). Net income: JP¥179.0m (up 19% from 2Q 2025). Profit margin: 8.9% (up from 7.5% in 2Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year.공시 • Sep 01FLECT Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025FLECT Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥11.57 (vs JP¥17.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.57 (down from JP¥17.70 in 1Q 2025). Revenue: JP¥1.81b (down 5.0% from 1Q 2025). Net income: JP¥71.0m (down 34% from 1Q 2025). Profit margin: 3.9% (down from 5.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥119 (vs JP¥147 in FY 2024)Full year 2025 results: EPS: JP¥119. Revenue: JP¥7.95b (up 15% from FY 2024). Net income: JP¥720.0m (up 64% from FY 2024). Profit margin: 9.1% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.공시 • May 31FLECT Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025FLECT Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025Reported Earnings • May 09Full year 2025 earnings released: EPS: JP¥119 (vs JP¥147 in FY 2024)Full year 2025 results: EPS: JP¥119. Revenue: JP¥7.95b (up 15% from FY 2024). Net income: JP¥720.0m (up 64% from FY 2024). Profit margin: 9.1% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan.공시 • May 08FLECT Co., Ltd., Annual General Meeting, Jun 19, 2025FLECT Co., Ltd., Annual General Meeting, Jun 19, 2025.분석 기사 • May 07Investors Appear Satisfied With FLECT Co., Ltd.'s (TSE:4414) Prospects As Shares Rocket 37%FLECT Co., Ltd. ( TSE:4414 ) shares have had a really impressive month, gaining 37% after a shaky period beforehand...분석 기사 • Apr 14At JP¥1,791, Is It Time To Put FLECT Co., Ltd. (TSE:4414) On Your Watch List?FLECT Co., Ltd. ( TSE:4414 ), is not the largest company out there, but it saw a decent share price growth of 19% on...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,506, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 7.5% over the past three years.공시 • Mar 01FLECT Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025FLECT Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025분석 기사 • Feb 17Investors Appear Satisfied With FLECT Co., Ltd.'s (TSE:4414) Prospects As Shares Rocket 28%The FLECT Co., Ltd. ( TSE:4414 ) share price has done very well over the last month, posting an excellent gain of 28...Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,096, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 110% over the past three years.Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥34.64 (vs JP¥67.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥34.64. Revenue: JP¥2.07b (up 11% from 3Q 2024). Net income: JP¥210.0m (up 4.0% from 3Q 2024). Profit margin: 10% (in line with 3Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.공시 • Nov 30FLECT Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025FLECT Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025분석 기사 • Nov 19FLECT's (TSE:4414) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from FLECT Co., Ltd. ( TSE:4414 ) was underwhelming for investors, despite headline...Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥24.79 (vs JP¥46.40 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.79. Revenue: JP¥2.01b (up 27% from 2Q 2024). Net income: JP¥150.0m (up 7.9% from 2Q 2024). Profit margin: 7.5% (down from 8.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan.분석 기사 • Nov 15Why FLECT Co., Ltd. (TSE:4414) Could Be Worth WatchingWhile FLECT Co., Ltd. ( TSE:4414 ) might not have the largest market cap around , it saw significant share price...공시 • Oct 03Soracom, Inc. (TSE:147A) completed the acquisition of 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414).Soracom, Inc. (TSE:147A) signed a letter of intent to acquire 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414) on July 26, 2024. A cash consideration will be paid by Soracom, Inc. As part of consideration, an undisclosed value is paid towards common equity of Cariot Co., Ltd. The expected completion of the transaction is October 1, 2024. As of June 30, 2024, Cariot Co., Ltd reported total revenue of ¥250 million. Soracom, Inc. (TSE:147A) completed the acquisition of 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414) on October 1, 2024.공시 • Aug 29FLECT Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024FLECT Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024분석 기사 • Aug 27Why The 30% Return On Capital At FLECT (TSE:4414) Should Have Your AttentionTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Price Target Changed • Aug 15Price target increased by 54% to JP¥3,450Up from JP¥2,240, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥1,970. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥107 for next year compared to JP¥147 last year.분석 기사 • Aug 05FLECT Co., Ltd.'s (TSE:4414) Stock Retreats 36% But Earnings Haven't Escaped The Attention Of InvestorsTo the annoyance of some shareholders, FLECT Co., Ltd. ( TSE:4414 ) shares are down a considerable 36% in the last...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 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 Risk Share price has been highly volatile over the past 3 months (8.5% average weekly change). Minor Risk Market cap is less than US$100m (JP¥8.74b market cap, or US$61.4m).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¥1,445, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 27% over the past year.Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥147 (vs JP¥75.37 in FY 2023)Full year 2024 results: EPS: JP¥147 (up from JP¥75.37 in FY 2023). Revenue: JP¥6.93b (up 31% from FY 2023). Net income: JP¥440.0m (up 98% from FY 2023). Profit margin: 6.4% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan.공시 • Jun 06FLECT Co., Ltd. to Report Q1, 2025 Results on Aug 13, 2024FLECT Co., Ltd. announced that they will report Q1, 2025 results on Aug 13, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥147 (vs JP¥75.37 in FY 2023)Full year 2024 results: EPS: JP¥147 (up from JP¥75.37 in FY 2023). Revenue: JP¥6.93b (up 31% from FY 2023). Net income: JP¥440.0m (up 98% from FY 2023). Profit margin: 6.4% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan.공시 • May 15FLECT Co., Ltd., Annual General Meeting, Jun 20, 2024FLECT Co., Ltd., Annual General Meeting, Jun 20, 2024.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥7,490, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 339% over the past year.공시 • Mar 02FLECT Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024FLECT Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024분석 기사 • Feb 26After Leaping 43% FLECT Co., Ltd. (TSE:4414) Shares Are Not Flying Under The RadarFLECT Co., Ltd. ( TSE:4414 ) shares have had a really impressive month, gaining 43% after a shaky period beforehand...Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥67.29 (vs JP¥23.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥67.29 (up from JP¥23.35 in 3Q 2023). Revenue: JP¥1.86b (up 38% from 3Q 2023). Net income: JP¥202.0m (up 193% from 3Q 2023). Profit margin: 11% (up from 5.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,200, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 126% over the past year.Buy Or Sell Opportunity • Feb 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥4,530. The fair value is estimated to be JP¥3,696, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last year. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Buy Or Sell Opportunity • Jan 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to JP¥4,415. The fair value is estimated to be JP¥3,654, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last year. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥4,285, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 113% over the past year.공시 • Dec 03FLECT Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024FLECT Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥46.40 (vs JP¥17.73 in 2Q 2023)Second quarter 2024 results: EPS: JP¥46.40 (up from JP¥17.73 in 2Q 2023). Revenue: JP¥1.58b (up 26% from 2Q 2023). Net income: JP¥139.0m (up 167% from 2Q 2023). Profit margin: 8.8% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥3,840, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 71% over the past year.Buying Opportunity • Oct 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be JP¥3,906, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last year. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,555, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 64% over the past year.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥4,305, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 98% over the past year.공시 • Sep 20FLECT Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023FLECT Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,290, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 104% over the past year.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,710, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 57% over the past year.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥8.71 (vs JP¥6.84 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥8.71 (up from JP¥6.84 loss in 1Q 2023). Revenue: JP¥1.48b (up 27% from 1Q 2023). Net income: JP¥26.0m (up JP¥46.0m from 1Q 2023). Profit margin: 1.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.New Risk • Jul 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (99% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.2% net profit margin). Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (JP¥11.6b market cap, or US$81.4m).Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,195, the stock trades at a trailing P/E ratio of 56.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 118% over the past year.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,450, the stock trades at a trailing P/E ratio of 46.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 47% over the past year.공시 • May 28FLECT Co., Ltd. to Report Q1, 2024 Results on Aug 14, 2023FLECT Co., Ltd. announced that they will report Q1, 2024 results on Aug 14, 2023Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥75.37 (vs JP¥99.05 in FY 2022)Full year 2023 results: EPS: JP¥75.37 (down from JP¥99.05 in FY 2022). Revenue: JP¥5.31b (up 46% from FY 2022). Net income: JP¥222.0m (down 17% from FY 2022). Profit margin: 4.2% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses.공시 • May 13FLECT Co., Ltd., Annual General Meeting, Jun 22, 2023FLECT Co., Ltd., Annual General Meeting, Jun 22, 2023.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,981, the stock trades at a trailing P/E ratio of 49x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 29% over the past year.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,184, the stock trades at a trailing P/E ratio of 35.9x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 10% over the past year.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,865, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 15% over the past year.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥23.35 (vs JP¥27.55 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.35 (down from JP¥27.55 in 3Q 2022). Revenue: JP¥1.35b (up 22% from 3Q 2022). Net income: JP¥69.0m (down 14% from 3Q 2022). Profit margin: 5.1% (down from 7.2% in 3Q 2022). The decrease in margin was driven by higher expenses.공시 • Nov 27FLECT Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023FLECT Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥17.73 (vs JP¥27.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.73 (down from JP¥27.55 in 2Q 2022). Revenue: JP¥1.26b (up 13% from 2Q 2022). Net income: JP¥52.0m (down 35% from 2Q 2022). Profit margin: 4.1% (down from 7.2% in 2Q 2022). The decrease in margin was driven by higher expenses.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥17.73 (vs JP¥27.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.73 (down from JP¥27.55 in 2Q 2022). Revenue: JP¥1.26b (up 13% from 2Q 2022). Net income: JP¥52.0m (down 35% from 2Q 2022). Profit margin: 4.1% (down from 7.2% in 2Q 2022). The decrease in margin was driven by higher expenses.공시 • Aug 28FLECT Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022FLECT Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 14First quarter 2023 earnings releasedFirst quarter 2023 results: JP¥6.84 loss per share. Revenue: JP¥1.17b (flat on 1Q 2022). Net loss: JP¥20.0m (flat on 1Q 2022).Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,005, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the IT industry in Japan.공시 • May 29FLECT Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022FLECT Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 30% share price gain to JP¥2,475, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the IT industry in Japan.Reported Earnings • May 16Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥99.05 (up from JP¥74.85 loss in FY 2021). Revenue: JP¥3.64b (up 42% from FY 2021). Net income: JP¥266.0m (up JP¥460.0m from FY 2021). Profit margin: 7.3% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 24%, compared to a 8.2% growth forecast for the industry in Japan.공시 • May 14FLECT Co., Ltd., Annual General Meeting, Jun 23, 2022FLECT Co., Ltd., Annual General Meeting, Jun 23, 2022.공시 • Apr 08FLECT Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022FLECT Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022이익 및 매출 성장 예측TSE:4414 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202811,5001,000N/AN/A13/31/202710,000850N/AN/A13/31/20268,251684222330N/A12/31/20257,938727N/AN/AN/A9/30/20257,8537131,0041,133N/A6/30/20257,854684N/AN/AN/A3/31/20257,949720799895N/A12/31/20247,982540N/AN/AN/A9/30/20247,776532-7481N/A6/30/20247,349521N/AN/AN/A3/31/20246,928440464600N/A12/31/20236,452488N/AN/AN/A9/30/20235,937355199284N/A6/30/20235,616268N/AN/AN/A3/31/20235,305222-447-306N/A12/31/20224,888181N/AN/AN/A9/30/20224,455184N/AN/AN/A6/30/20224,006189N/AN/AN/A3/31/20223,64226697161N/A3/31/20212,559-194N/AN/AN/A3/31/20202,88266N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 4414 의 연간 예상 수익 증가율(18.7%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 4414 의 연간 수익(18.7%)이 JP 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 4414 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 4414 의 수익(연간 16.4%)이 JP 시장(연간 5.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 4414 의 수익(연간 16.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 4414의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 01:47종가2026/05/25 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스FLECT Co., Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Teruo IsozakiIchiyoshi Research Institute Inc.
Price Target Changed • Aug 15Price target increased by 54% to JP¥3,450Up from JP¥2,240, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥1,970. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥107 for next year compared to JP¥147 last year.
분석 기사 • May 22Earnings Troubles May Signal Larger Issues for FLECT (TSE:4414) ShareholdersThe market wasn't impressed with the soft earnings from FLECT Co., Ltd. ( TSE:4414 ) recently. We did some further...
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥113 (vs JP¥119 in FY 2025)Full year 2026 results: EPS: JP¥113 (down from JP¥119 in FY 2025). Revenue: JP¥8.25b (up 3.8% from FY 2025). Net income: JP¥684.0m (down 5.0% from FY 2025). Profit margin: 8.3% (down from 9.1% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • May 14FLECT Co., Ltd., Annual General Meeting, Jun 23, 2026FLECT Co., Ltd., Annual General Meeting, Jun 23, 2026.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,211, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the IT industry in Japan. Total returns to shareholders of 36% over the past three years.
분석 기사 • Apr 10Here's Why FLECT (TSE:4414) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,034, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the IT industry in Japan. Total returns to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,374, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the IT industry in Japan. Total returns to shareholders of 48% over the past three years.
분석 기사 • Feb 16Take Care Before Jumping Onto FLECT Co., Ltd. (TSE:4414) Even Though It's 25% CheaperThe FLECT Co., Ltd. ( TSE:4414 ) share price has fared very poorly over the last month, falling by a substantial 25...
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥36.44 (vs JP¥34.64 in 3Q 2025)Third quarter 2026 results: EPS: JP¥36.44 (up from JP¥34.64 in 3Q 2025). Revenue: JP¥2.16b (up 4.1% from 3Q 2025). Net income: JP¥224.0m (up 6.7% from 3Q 2025). Profit margin: 10% (in line with 3Q 2025). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.
공시 • Feb 05FLECT Co., Ltd. (TSE:4414) announces an Equity Buyback for 860,000 shares, representing 13.99% for ¥1,200 million.FLECT Co., Ltd. (TSE:4414) announces a share repurchase program. Under the program, the company will repurchase up to 860,000 shares, representing 13.99% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,200 million. Some shares will be repurchased from KURO LLC (an asset management company of which 100% of the voting rights are held by Koji Kurokawa, Representative Director). The purpose of the program is to increase in the value per share, improved capital efficiency and enhanced governance through the reduction of the controlling shareholder’s ownership. The treasury shares acquired through this acquisition of treasury shares may be utilized for M&A and capital and business alliances using shares as consideration, or for stock compensation plans. The program will continue through February 27, 2026. As of December 31, 2025, the company had 6,146,443 issued shares (excluding treasury stock) and 46,117 treasury shares.
New Risk • Feb 04New 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 Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥9.25b market cap, or US$59.0m).
분석 기사 • Feb 02At JP¥1,600, Is FLECT Co., Ltd. (TSE:4414) Worth Looking At Closely?FLECT Co., Ltd. ( TSE:4414 ), might not be a large cap stock, but it saw significant share price movement during recent...
공시 • Dec 11FLECT Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026FLECT Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
분석 기사 • Nov 20FLECT's (TSE:4414) Performance Is Even Better Than Its Earnings SuggestEven though FLECT Co., Ltd.'s ( TSE:4414 ) recent earnings release was robust, the market didn't seem to notice. Our...
Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥29.13 (vs JP¥24.79 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.13 (up from JP¥24.79 in 2Q 2025). Revenue: JP¥2.00b (flat on 2Q 2025). Net income: JP¥179.0m (up 19% from 2Q 2025). Profit margin: 8.9% (up from 7.5% in 2Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year.
공시 • Sep 01FLECT Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025FLECT Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥11.57 (vs JP¥17.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.57 (down from JP¥17.70 in 1Q 2025). Revenue: JP¥1.81b (down 5.0% from 1Q 2025). Net income: JP¥71.0m (down 34% from 1Q 2025). Profit margin: 3.9% (down from 5.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥119 (vs JP¥147 in FY 2024)Full year 2025 results: EPS: JP¥119. Revenue: JP¥7.95b (up 15% from FY 2024). Net income: JP¥720.0m (up 64% from FY 2024). Profit margin: 9.1% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.
공시 • May 31FLECT Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025FLECT Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
Reported Earnings • May 09Full year 2025 earnings released: EPS: JP¥119 (vs JP¥147 in FY 2024)Full year 2025 results: EPS: JP¥119. Revenue: JP¥7.95b (up 15% from FY 2024). Net income: JP¥720.0m (up 64% from FY 2024). Profit margin: 9.1% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan.
공시 • May 08FLECT Co., Ltd., Annual General Meeting, Jun 19, 2025FLECT Co., Ltd., Annual General Meeting, Jun 19, 2025.
분석 기사 • May 07Investors Appear Satisfied With FLECT Co., Ltd.'s (TSE:4414) Prospects As Shares Rocket 37%FLECT Co., Ltd. ( TSE:4414 ) shares have had a really impressive month, gaining 37% after a shaky period beforehand...
분석 기사 • Apr 14At JP¥1,791, Is It Time To Put FLECT Co., Ltd. (TSE:4414) On Your Watch List?FLECT Co., Ltd. ( TSE:4414 ), is not the largest company out there, but it saw a decent share price growth of 19% on...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,506, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 7.5% over the past three years.
공시 • Mar 01FLECT Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025FLECT Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
분석 기사 • Feb 17Investors Appear Satisfied With FLECT Co., Ltd.'s (TSE:4414) Prospects As Shares Rocket 28%The FLECT Co., Ltd. ( TSE:4414 ) share price has done very well over the last month, posting an excellent gain of 28...
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,096, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 110% over the past three years.
Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥34.64 (vs JP¥67.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥34.64. Revenue: JP¥2.07b (up 11% from 3Q 2024). Net income: JP¥210.0m (up 4.0% from 3Q 2024). Profit margin: 10% (in line with 3Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.
공시 • Nov 30FLECT Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025FLECT Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
분석 기사 • Nov 19FLECT's (TSE:4414) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from FLECT Co., Ltd. ( TSE:4414 ) was underwhelming for investors, despite headline...
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥24.79 (vs JP¥46.40 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.79. Revenue: JP¥2.01b (up 27% from 2Q 2024). Net income: JP¥150.0m (up 7.9% from 2Q 2024). Profit margin: 7.5% (down from 8.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan.
분석 기사 • Nov 15Why FLECT Co., Ltd. (TSE:4414) Could Be Worth WatchingWhile FLECT Co., Ltd. ( TSE:4414 ) might not have the largest market cap around , it saw significant share price...
공시 • Oct 03Soracom, Inc. (TSE:147A) completed the acquisition of 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414).Soracom, Inc. (TSE:147A) signed a letter of intent to acquire 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414) on July 26, 2024. A cash consideration will be paid by Soracom, Inc. As part of consideration, an undisclosed value is paid towards common equity of Cariot Co., Ltd. The expected completion of the transaction is October 1, 2024. As of June 30, 2024, Cariot Co., Ltd reported total revenue of ¥250 million. Soracom, Inc. (TSE:147A) completed the acquisition of 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414) on October 1, 2024.
공시 • Aug 29FLECT Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024FLECT Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
분석 기사 • Aug 27Why The 30% Return On Capital At FLECT (TSE:4414) Should Have Your AttentionTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Price Target Changed • Aug 15Price target increased by 54% to JP¥3,450Up from JP¥2,240, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥1,970. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥107 for next year compared to JP¥147 last year.
분석 기사 • Aug 05FLECT Co., Ltd.'s (TSE:4414) Stock Retreats 36% But Earnings Haven't Escaped The Attention Of InvestorsTo the annoyance of some shareholders, FLECT Co., Ltd. ( TSE:4414 ) shares are down a considerable 36% in the last...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 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 Risk Share price has been highly volatile over the past 3 months (8.5% average weekly change). Minor Risk Market cap is less than US$100m (JP¥8.74b market cap, or US$61.4m).
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¥1,445, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 27% over the past year.
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥147 (vs JP¥75.37 in FY 2023)Full year 2024 results: EPS: JP¥147 (up from JP¥75.37 in FY 2023). Revenue: JP¥6.93b (up 31% from FY 2023). Net income: JP¥440.0m (up 98% from FY 2023). Profit margin: 6.4% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan.
공시 • Jun 06FLECT Co., Ltd. to Report Q1, 2025 Results on Aug 13, 2024FLECT Co., Ltd. announced that they will report Q1, 2025 results on Aug 13, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥147 (vs JP¥75.37 in FY 2023)Full year 2024 results: EPS: JP¥147 (up from JP¥75.37 in FY 2023). Revenue: JP¥6.93b (up 31% from FY 2023). Net income: JP¥440.0m (up 98% from FY 2023). Profit margin: 6.4% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan.
공시 • May 15FLECT Co., Ltd., Annual General Meeting, Jun 20, 2024FLECT Co., Ltd., Annual General Meeting, Jun 20, 2024.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥7,490, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 339% over the past year.
공시 • Mar 02FLECT Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024FLECT Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
분석 기사 • Feb 26After Leaping 43% FLECT Co., Ltd. (TSE:4414) Shares Are Not Flying Under The RadarFLECT Co., Ltd. ( TSE:4414 ) shares have had a really impressive month, gaining 43% after a shaky period beforehand...
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥67.29 (vs JP¥23.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥67.29 (up from JP¥23.35 in 3Q 2023). Revenue: JP¥1.86b (up 38% from 3Q 2023). Net income: JP¥202.0m (up 193% from 3Q 2023). Profit margin: 11% (up from 5.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,200, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 126% over the past year.
Buy Or Sell Opportunity • Feb 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥4,530. The fair value is estimated to be JP¥3,696, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last year. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Buy Or Sell Opportunity • Jan 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to JP¥4,415. The fair value is estimated to be JP¥3,654, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last year. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥4,285, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 113% over the past year.
공시 • Dec 03FLECT Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024FLECT Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥46.40 (vs JP¥17.73 in 2Q 2023)Second quarter 2024 results: EPS: JP¥46.40 (up from JP¥17.73 in 2Q 2023). Revenue: JP¥1.58b (up 26% from 2Q 2023). Net income: JP¥139.0m (up 167% from 2Q 2023). Profit margin: 8.8% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥3,840, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 71% over the past year.
Buying Opportunity • Oct 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be JP¥3,906, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last year. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,555, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 64% over the past year.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥4,305, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 98% over the past year.
공시 • Sep 20FLECT Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023FLECT Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,290, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 104% over the past year.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,710, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 57% over the past year.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥8.71 (vs JP¥6.84 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥8.71 (up from JP¥6.84 loss in 1Q 2023). Revenue: JP¥1.48b (up 27% from 1Q 2023). Net income: JP¥26.0m (up JP¥46.0m from 1Q 2023). Profit margin: 1.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.
New Risk • Jul 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (99% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.2% net profit margin). Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (JP¥11.6b market cap, or US$81.4m).
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,195, the stock trades at a trailing P/E ratio of 56.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 118% over the past year.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,450, the stock trades at a trailing P/E ratio of 46.2x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 47% over the past year.
공시 • May 28FLECT Co., Ltd. to Report Q1, 2024 Results on Aug 14, 2023FLECT Co., Ltd. announced that they will report Q1, 2024 results on Aug 14, 2023
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥75.37 (vs JP¥99.05 in FY 2022)Full year 2023 results: EPS: JP¥75.37 (down from JP¥99.05 in FY 2022). Revenue: JP¥5.31b (up 46% from FY 2022). Net income: JP¥222.0m (down 17% from FY 2022). Profit margin: 4.2% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses.
공시 • May 13FLECT Co., Ltd., Annual General Meeting, Jun 22, 2023FLECT Co., Ltd., Annual General Meeting, Jun 22, 2023.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,981, the stock trades at a trailing P/E ratio of 49x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 29% over the past year.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,184, the stock trades at a trailing P/E ratio of 35.9x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 10% over the past year.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,865, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 15% over the past year.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥23.35 (vs JP¥27.55 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.35 (down from JP¥27.55 in 3Q 2022). Revenue: JP¥1.35b (up 22% from 3Q 2022). Net income: JP¥69.0m (down 14% from 3Q 2022). Profit margin: 5.1% (down from 7.2% in 3Q 2022). The decrease in margin was driven by higher expenses.
공시 • Nov 27FLECT Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023FLECT Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥17.73 (vs JP¥27.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.73 (down from JP¥27.55 in 2Q 2022). Revenue: JP¥1.26b (up 13% from 2Q 2022). Net income: JP¥52.0m (down 35% from 2Q 2022). Profit margin: 4.1% (down from 7.2% in 2Q 2022). The decrease in margin was driven by higher expenses.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥17.73 (vs JP¥27.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.73 (down from JP¥27.55 in 2Q 2022). Revenue: JP¥1.26b (up 13% from 2Q 2022). Net income: JP¥52.0m (down 35% from 2Q 2022). Profit margin: 4.1% (down from 7.2% in 2Q 2022). The decrease in margin was driven by higher expenses.
공시 • Aug 28FLECT Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022FLECT Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 14First quarter 2023 earnings releasedFirst quarter 2023 results: JP¥6.84 loss per share. Revenue: JP¥1.17b (flat on 1Q 2022). Net loss: JP¥20.0m (flat on 1Q 2022).
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,005, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the IT industry in Japan.
공시 • May 29FLECT Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022FLECT Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 30% share price gain to JP¥2,475, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the IT industry in Japan.
Reported Earnings • May 16Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥99.05 (up from JP¥74.85 loss in FY 2021). Revenue: JP¥3.64b (up 42% from FY 2021). Net income: JP¥266.0m (up JP¥460.0m from FY 2021). Profit margin: 7.3% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 24%, compared to a 8.2% growth forecast for the industry in Japan.
공시 • May 14FLECT Co., Ltd., Annual General Meeting, Jun 23, 2022FLECT Co., Ltd., Annual General Meeting, Jun 23, 2022.
공시 • Apr 08FLECT Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022FLECT Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022