View Future GrowthSansan 과거 순이익 실적과거 기준 점검 3/6Sansan은 연평균 34.5%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 13.2% 증가했습니다. 매출은 연평균 24.1%의 비율로 증가했습니다. Sansan의 자기자본이익률은 14.9%이고 순이익률은 5.5%입니다.핵심 정보34.53%순이익 성장률34.17%주당순이익(EPS) 성장률Software 산업 성장률12.13%매출 성장률24.13%자기자본이익률14.94%순이익률5.53%최근 순이익 업데이트28 Feb 2026최근 과거 실적 업데이트Reported Earnings • Apr 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥16.99 (up from JP¥10.92 in 3Q 2025). Revenue: JP¥13.9b (up 25% from 3Q 2025). Net income: JP¥2.15b (up 56% from 3Q 2025). Profit margin: 16% (up from 12% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Jan 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥13.14 (up from JP¥5.49 in 2Q 2025). Revenue: JP¥13.1b (up 25% from 2Q 2025). Net income: JP¥1.66b (up 140% from 2Q 2025). Profit margin: 13% (up from 6.6% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥2.36 (up from JP¥2.96 loss in 1Q 2025). Revenue: JP¥12.3b (up 28% from 1Q 2025). Net income: JP¥298.0m (up JP¥670.0m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% 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 • Jul 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥3.36 (down from JP¥7.59 in FY 2024). Revenue: JP¥43.2b (up 28% from FY 2024). Net income: JP¥424.0m (down 56% from FY 2024). Profit margin: 1.0% (down from 2.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 85%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • May 01+ 3 more updatesSansan, Inc. to Report Q1, 2026 Results on Oct 10, 2025Sansan, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025Reported Earnings • Apr 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥10.92 (up from JP¥3.15 in 3Q 2024). Revenue: JP¥11.1b (up 30% from 3Q 2024). Net income: JP¥1.38b (up 248% from 3Q 2024). Profit margin: 12% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 92%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updates공시 • 23hSansan, Inc. (TSE:4443) announces an Equity Buyback for 2,000,000 shares, representing 1.58% for ¥2,000 million.Sansan, Inc. (TSE:4443) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.16% of its total shares outstanding excluding treasury shares, for a total of ¥2,000 million. The purpose of repurchase program is to enhance shareholder returns and it is a part of a flexible capital policy aimed at improving capital efficiency. The repurchase program is valid till June 30, 2026. As of February 28, 2026, the company had 126,638,234 shares outstanding excluding treasury shares and had 142,622 shares in treasury.공시 • May 14Sansan, Inc. (TSE:4443) acquired an unknown stake in EDOA Corp.Sansan, Inc. (TSE:4443) acquired an unknown stake in EDOA Corp. on May 12, 2026. EDOA Corp. will change its company name to Eight Career Co., Ltd. effective May 12, 2026. Sansan, Inc. (TSE:4443) completed the acquisition of an unknown stake in EDOA Corp. on May 12, 2026.분석 기사 • Apr 14Sansan, Inc. (TSE:4443) Just Reported Earnings, And Analysts Cut Their Target PriceShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its third-quarter result this time last week. The...Price Target Changed • Apr 14Price target decreased by 8.7% to JP¥2,031Down from JP¥2,225, the current price target is an average from 8 analysts. New target price is 66% above last closing price of JP¥1,220. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥45.37 for next year compared to JP¥3.36 last year.Reported Earnings • Apr 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥16.99 (up from JP¥10.92 in 3Q 2025). Revenue: JP¥13.9b (up 25% from 3Q 2025). Net income: JP¥2.15b (up 56% from 3Q 2025). Profit margin: 16% (up from 12% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.분석 기사 • Feb 04What You Can Learn From Sansan, Inc.'s (TSE:4443) P/E After Its 29% Share Price CrashSansan, Inc. ( TSE:4443 ) shareholders that were waiting for something to happen have been dealt a blow with a 29...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,227, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Software industry in Japan. Total loss to shareholders of 29% over the past three years.Major Estimate Revision • Jan 21Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥41.06 to JP¥47.21. Revenue forecast steady at JP¥53.6b. Net income forecast to grow 254% next year vs 22% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,425. Share price was steady at JP¥1,712 over the past week.분석 기사 • Jan 18The Sansan, Inc. (TSE:4443) Interim Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Sansan, Inc. ( TSE:4443 ) shareholders, because the company has just released its latest...New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.Reported Earnings • Jan 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥13.14 (up from JP¥5.49 in 2Q 2025). Revenue: JP¥13.1b (up 25% from 2Q 2025). Net income: JP¥1.66b (up 140% from 2Q 2025). Profit margin: 13% (up from 6.6% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 14Sansan (TSE:4443) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...분석 기사 • Dec 17Do Sansan's (TSE:4443) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Nov 18The Price Is Right For Sansan, Inc. (TSE:4443)When you see that almost half of the companies in the Software industry in Japan have price-to-sales ratios (or "P/S...Reported Earnings • Oct 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥2.36 (up from JP¥2.96 loss in 1Q 2025). Revenue: JP¥12.3b (up 28% from 1Q 2025). Net income: JP¥298.0m (up JP¥670.0m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 24Sansan (TSE:4443) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jul 17Sansan, Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its yearly result this time last week. The early...Reported Earnings • Jul 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥3.36 (down from JP¥7.59 in FY 2024). Revenue: JP¥43.2b (up 28% from FY 2024). Net income: JP¥424.0m (down 56% from FY 2024). Profit margin: 1.0% (down from 2.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 85%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 14Sansan's (TSE:4443) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...공시 • Jul 14Sansan, Inc., Annual General Meeting, Aug 26, 2025Sansan, Inc., Annual General Meeting, Aug 26, 2025.분석 기사 • Jun 20Sansan, Inc.'s (TSE:4443) Popularity With Investors Is ClearSansan, Inc.'s ( TSE:4443 ) price-to-sales (or "P/S") ratio of 6.7x may look like a poor investment opportunity when...공시 • May 22Link and Motivation Inc. (TSE:2170) signed share transfer agreement to acquire an unknown stake in Unipos Inc. (TSE:6550) from Sansan, Inc. (TSE:4443).Link and Motivation Inc. (TSE:2170) signed share transfer agreement to acquire an unknown stake in Unipos Inc. (TSE:6550) from Sansan, Inc. (TSE:4443) on May 22, 2025. Link and Motivation will receive from Sansan, through the Share Exchange, all 3,800 shares of the Unipos Preferred Stock issued by Unipos and 366,200 shares of the Unipos Common Stock. Link and Motivation have also signed share exchange agreement to acquire all the shares in Unipos. The transaction is subject to approval of offer by acquirer shareholders. The deal has been approved by the board of Link and Motivation. The expected completion of the transaction is July 1, 2025.Major Estimate Revision • May 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥24.13 to JP¥21.17 per share. Revenue forecast steady at JP¥43.1b. Net income forecast to grow 120% next year vs 27% growth forecast for Software industry in Japan. Consensus price target down from JP¥2,633 to JP¥2,500. Share price fell 10% to JP¥1,826 over the past week.분석 기사 • May 06Is Sansan (TSE:4443) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...공시 • May 01+ 3 more updatesSansan, Inc. to Report Q1, 2026 Results on Oct 10, 2025Sansan, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025Major Estimate Revision • Apr 18Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥18.10 to JP¥24.13. Revenue forecast steady at JP¥43.0b. Net income forecast to grow 120% next year vs 23% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,633. Share price was steady at JP¥1,932 over the past week.분석 기사 • Apr 14Sansan, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearSansan, Inc. ( TSE:4443 ) defied analyst predictions to release its third-quarter results, which were ahead of market...Reported Earnings • Apr 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥10.92 (up from JP¥3.15 in 3Q 2024). Revenue: JP¥11.1b (up 30% from 3Q 2024). Net income: JP¥1.38b (up 248% from 3Q 2024). Profit margin: 12% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 92%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공시 • Apr 11Sansan, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Sansan, Inc. provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales to be in the range of JPY 43,026 million to JPY 44,042 million.분석 기사 • Mar 23Sansan (TSE:4443) Shareholders Will Want The ROCE Trajectory To ContinueIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...공시 • Mar 07Sansan, Inc. to Report Q3, 2025 Results on Apr 11, 2025Sansan, Inc. announced that they will report Q3, 2025 results on Apr 11, 2025분석 기사 • Mar 05Should You Investigate Sansan, Inc. (TSE:4443) At JP¥2,026?While Sansan, Inc. ( TSE:4443 ) might not have the largest market cap around , it saw significant share price movement...Buy Or Sell Opportunity • Feb 18Now 21% undervaluedOver the last 90 days, the stock has risen 25% to JP¥2,460. The fair value is estimated to be JP¥3,105, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.Major Estimate Revision • Jan 21Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥16.64 to JP¥18.52. Revenue forecast steady at JP¥43.1b. Net income forecast to grow 217% next year vs 25% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,650. Share price fell 4.7% to JP¥2,334 over the past week.분석 기사 • Jan 17Sansan, Inc. (TSE:4443) Just Released Its Interim Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its half-yearly result this time last week. The...Reported Earnings • Jan 15Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: JP¥5.49 (up from JP¥0.94 in 2Q 2024). Revenue: JP¥10.5b (up 27% from 2Q 2024). Net income: JP¥692.0m (up 486% from 2Q 2024). Profit margin: 6.6% (up from 1.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.분석 기사 • Dec 10Is Sansan, Inc. (TSE:4443) Trading At A 34% Discount?Key Insights The projected fair value for Sansan is JP¥3,445 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Nov 07Sansan (TSE:4443) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Oct 29Sansan, Inc. to Report Q2, 2025 Results on Jan 14, 2025Sansan, Inc. announced that they will report Q2, 2025 results on Jan 14, 2025분석 기사 • Oct 15Sansan, Inc. (TSE:4443) Analysts Are Pretty Bullish On The Stock After Recent ResultsSansan, Inc. ( TSE:4443 ) last week reported its latest quarterly results, which makes it a good time for investors to...Reported Earnings • Oct 12First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: JP¥2.96 loss per share (down from JP¥0.20 profit in 1Q 2024). Revenue: JP¥9.58b (up 28% from 1Q 2024). Net loss: JP¥372.0m (down JP¥397.0m from profit in 1Q 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% 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.공시 • Aug 31Sansan, Inc. to Report Q1, 2025 Results on Oct 11, 2024Sansan, Inc. announced that they will report Q1, 2025 results on Oct 11, 2024Price Target Changed • Aug 28Price target increased by 9.3% to JP¥2,590Up from JP¥2,370, the current price target is an average from 5 analysts. New target price is 11% above last closing price of JP¥2,337. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥18.51 for next year compared to JP¥7.59 last year.Price Target Changed • Aug 23Price target increased by 9.4% to JP¥2,450Up from JP¥2,240, the current price target is an average from 5 analysts. New target price is 8.4% above last closing price of JP¥2,261. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥18.04 for next year compared to JP¥7.59 last year.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥19.55 to JP¥17.55 per share. Revenue forecast steady at JP¥43.3b. Net income forecast to grow 132% next year vs 15% growth forecast for Software industry in Japan. Consensus price target of JP¥2,370 unchanged from last update. Share price was steady at JP¥2,069 over the past week.Buy Or Sell Opportunity • Aug 05Now 22% undervaluedOver the last 90 days, the stock has risen 19% to JP¥1,858. The fair value is estimated to be JP¥2,387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.분석 기사 • Aug 01Estimating The Intrinsic Value Of Sansan, Inc. (TSE:4443)Key Insights Sansan's estimated fair value is JP¥2,085 based on 2 Stage Free Cash Flow to Equity Current share price of...분석 기사 • Jul 15Revenues Tell The Story For Sansan, Inc. (TSE:4443) As Its Stock Soars 27%Despite an already strong run, Sansan, Inc. ( TSE:4443 ) shares have been powering on, with a gain of 27% in the last...분석 기사 • Jul 14Sansan, Inc. Just Recorded A 27% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Sansan, Inc. ( TSE:4443 ) shareholders, with its shares surging 20% to JP¥2,130 in...Price Target Changed • Jul 13Price target increased by 7.7% to JP¥2,240Up from JP¥2,080, the current price target is an average from 5 analysts. New target price is 5.2% above last closing price of JP¥2,130. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥16.35 for next year compared to JP¥7.59 last year.공시 • Jul 12Sansan, Inc., Annual General Meeting, Aug 27, 2024Sansan, Inc., Annual General Meeting, Aug 27, 2024.Buy Or Sell Opportunity • Jul 12Now 36% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to JP¥2,130. The fair value is estimated to be JP¥1,567, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company became loss making.공시 • Jul 11Sansan, Inc. (TSE:4443) announces an Equity Buyback for 200,000 shares, representing 0.16% for ¥300 million.Sansan, Inc. (TSE:4443) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.16% of its total shares outstanding excluding treasury shares, for a total of ¥300 million. The purpose of repurchase program is to provide shareholder returns. The repurchase program is valid till August 31, 2024. As of May 31, 2024, the company had 125,834,545 shares outstanding excluding treasury shares and had 871 shares in treasury.분석 기사 • Jun 18Is It Time To Consider Buying Sansan, Inc. (TSE:4443)?Sansan, Inc. ( TSE:4443 ), might not be a large cap stock, but it led the TSE gainers with a relatively large price...분석 기사 • May 30The Price Is Right For Sansan, Inc. (TSE:4443)When you see that almost half of the companies in the Software industry in Japan have price-to-sales ratios (or "P/S...공시 • May 24Sansan, Inc. to Report Fiscal Year 2024 Results on Jul 11, 2024Sansan, Inc. announced that they will report fiscal year 2024 results on Jul 11, 2024Buy Or Sell Opportunity • May 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,563. The fair value is estimated to be JP¥1,278, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company became loss making.분석 기사 • Apr 30Sansan (TSE:4443) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Apr 12Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥3.15 (down from JP¥4.69 in 3Q 2023). Revenue: JP¥8.51b (up 34% from 3Q 2023). Net income: JP¥396.0m (down 33% from 3Q 2023). Profit margin: 4.7% (down from 9.2% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Mar 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,800. The fair value is estimated to be JP¥1,473, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.분석 기사 • Feb 29Sansan, Inc. (TSE:4443) Looks Just Right With A 28% Price JumpSansan, Inc. ( TSE:4443 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...Buy Or Sell Opportunity • Feb 28Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥1,773. The fair value is estimated to be JP¥1,437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.공시 • Feb 24Sansan, Inc. to Report Q3, 2024 Results on Apr 11, 2024Sansan, Inc. announced that they will report Q3, 2024 results on Apr 11, 2024Reported Earnings • Jan 15Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥0.94 (down from JP¥3.81 in 2Q 2023). Revenue: JP¥8.22b (up 35% from 2Q 2023). Net income: JP¥118.0m (down 75% from 2Q 2023). Profit margin: 1.4% (down from 7.8% in 2Q 2023). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.공시 • Nov 24Sansan, Inc. to Report Q2, 2024 Results on Jan 12, 2024Sansan, Inc. announced that they will report Q2, 2024 results on Jan 12, 2024Major Estimate Revision • Oct 21Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥7.69 to JP¥6.60 per share. Revenue forecast steady at JP¥32.7b. Net income forecast to grow 473% next year vs 16% growth forecast for Software industry in Japan. Consensus price target up from JP¥1,945 to JP¥2,040. Share price fell 12% to JP¥1,102 over the past week.Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥1,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 45% per annum over the same time period.Reported Earnings • Oct 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥0.20 (up from JP¥2.60 loss in 1Q 2023). Revenue: JP¥7.50b (up 31% from 1Q 2023). Net income: JP¥25.0m (up JP¥350.0m from 1Q 2023). Profit margin: 0.3% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • Sep 16Sansan, Inc. to Report Q1, 2024 Results on Oct 12, 2023Sansan, Inc. announced that they will report Q1, 2024 results on Oct 12, 2023Reported Earnings • Sep 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥1.13 loss per share (down from JP¥6.87 profit in FY 2022). Revenue: JP¥25.5b (up 25% from FY 2022). Net loss: JP¥141.0m (down 117% from profit in FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% 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 • Jul 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥1.13 loss per share (down from JP¥6.87 profit in FY 2022). Revenue: JP¥25.5b (up 25% from FY 2022). Net loss: JP¥141.0m (down 117% from profit in FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Jul 13+ 1 more updateSansan, Inc., Annual General Meeting, Aug 29, 2023Sansan, Inc., Annual General Meeting, Aug 29, 2023.공시 • May 25Sansan, Inc. to Report Fiscal Year 2023 Results on Jul 13, 2023Sansan, Inc. announced that they will report fiscal year 2023 results on Jul 13, 2023Reported Earnings • Apr 15Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥4.69 (up from JP¥0.016 in 3Q 2022). Revenue: JP¥6.35b (up 24% from 3Q 2022). Net income: JP¥587.0m (up JP¥585.0m from 3Q 2022). Profit margin: 9.2% (up from 0% in 3Q 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 199%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Feb 19Sansan, Inc. to Report Q3, 2023 Results on Apr 13, 2023Sansan, Inc. announced that they will report Q3, 2023 results on Apr 13, 2023Major Estimate Revision • Feb 07Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥4.57 to JP¥5.51. Revenue forecast steady at JP¥25.1b. Net income forecast to grow 101% next year vs 15% growth forecast for Software industry in Japan. Consensus price target up from JP¥1,875 to JP¥1,975. Share price rose 11% to JP¥1,771 over the past week.Price Target Changed • Feb 03Price target increased by 7.5% to JP¥1,975Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is 11% above last closing price of JP¥1,782. Stock is up 39% over the past year. The company is forecast to post earnings per share of JP¥4.57 for next year compared to JP¥6.86 last year.Reported Earnings • Jan 14Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥3.81 (up from JP¥0.63 loss in 2Q 2022). Revenue: JP¥6.11b (up 23% from 2Q 2022). Net income: JP¥476.0m (up JP¥555.0m from 2Q 2022). Profit margin: 7.8% (up from net loss in 2Q 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 126%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Jan 14Sansan, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2023Sansan, Inc. provides consolidated earnings guidance for the fiscal year ending May 31, 2023. For the fiscal year ending May 31, 2023 net sales JPY 25,117 million to JPY 25,764 million.Price Target Changed • Nov 29Price target increased to JP¥1,838Up from JP¥1,650, the current price target is an average from 4 analysts. New target price is 9.2% above last closing price of JP¥1,683. Stock is down 46% over the past year. The company is forecast to post earnings per share of JP¥4.32 for next year compared to JP¥6.86 last year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Maki Suzuki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Oct 30Sansan, Inc. to Report Q2, 2023 Results on Jan 12, 2023Sansan, Inc. announced that they will report Q2, 2023 results on Jan 12, 2023Reported Earnings • Oct 15First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: JP¥2.60 loss per share (down from JP¥5.23 profit in 1Q 2022). Revenue: JP¥5.71b (up 24% from 1Q 2022). Net loss: JP¥325.0m (down 150% from profit in 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 138%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.Major Estimate Revision • Oct 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥2.78 to JP¥3.59. Revenue forecast steady at JP¥25.3b. Net income forecast to shrink 47% next year vs 20% growth forecast for Software industry in Japan . Consensus price target of JP¥1,700 unchanged from last update. Share price fell 4.1% to JP¥1,296 over the past week.공시 • Oct 13Sansan, Inc. Provides Earnings Guidance for the Fiscal Year Ending May 31, 2023Sansan, Inc. provided earnings guidance for the fiscal year ending May 31, 2023. For the year, the company expected net sales of JPY 25,117 million to JPY 25,764 million.Buying Opportunity • Oct 11Now 22% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥1,665, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.공시 • Sep 19Sansan, Inc.(TSE:4443) dropped from FTSE All-World Index (USD)Sansan, Inc.(TSE:4443) dropped from FTSE All-World Index (USD)Price Target Changed • Sep 16Price target increased to JP¥1,663Up from JP¥1,513, the current price target is an average from 7 analysts. New target price is 19% above last closing price of JP¥1,392. Stock is down 57% over the past year. The company is forecast to post earnings per share of JP¥2.98 for next year compared to JP¥6.86 last year.Reported Earnings • Sep 04Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥6.87 (up from JP¥1.46 in FY 2021). Revenue: JP¥20.4b (up 26% from FY 2021). Net income: JP¥857.0m (up 371% from FY 2021). Profit margin: 4.2% (up from 1.1% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 23%, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Sep 01Sansan, Inc. to Report Q1, 2023 Results on Oct 13, 2022Sansan, Inc. announced that they will report Q1, 2023 results on Oct 13, 2022Buying Opportunity • Aug 18Now 21% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be JP¥1,895, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.Major Estimate Revision • Jul 24Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥3.79 to JP¥3.27 per share. Revenue forecast steady at JP¥25.0b. Net income forecast to shrink 52% next year vs 13% growth forecast for Software industry in Japan . Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.1% to JP¥1,236 over the past week.공시 • Jul 16Sansan, Inc., Annual General Meeting, Aug 30, 2022Sansan, Inc., Annual General Meeting, Aug 30, 2022.매출 및 비용 세부 내역Sansan가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:4443 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비28 Feb 2651,3302,83638,056030 Nov 2548,5252,06336,888031 Aug 2545,9011,09436,234031 May 2543,20242434,609028 Feb 2540,7812,15632,677030 Nov 2438,2101,13031,523031 Aug 2435,95855029,727031 May 2433,87895327,477029 Feb 2431,567-34026,331030 Nov 2329,412-14924,468031 Aug 2327,30020922,820031 May 2325,510-14121,627028 Feb 2323,8921,02019,740030 Nov 2222,66743518,963031 Aug 2221,537-12018,278031 May 2220,42085717,272028 Feb 2219,13634416,697030 Nov 2118,12536716,031031 Aug 2117,11474914,610031 May 2116,18418213,455028 Feb 2115,44484612,160030 Nov 2014,70481811,514031 Aug 2013,92931811,431031 May 2013,36233910,783029 Feb 2012,516-35110,737031 May 1910,206-9459,458031 May 187,324-3,4358,950031 May 174,839-7904,5900양질의 수익: 4443는 ¥2.6B 규모의 큰 일회성 손실이 있어 28th February, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 4443의 현재 순 이익률 (5.5%)은 지난해 (5.3%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 4443의 수익은 지난 5년 동안 연평균 34.5%로 크게 증가했습니다.성장 가속화: 지난 1년간 4443 의 수익 증가율(31.5%)은 5년 평균(연간 34.5%)보다 낮습니다.수익 대 산업: 4443의 지난 1년 수익 증가율(31.5%)은 Software 업계의 15.9%를 상회했습니다.자기자본이익률높은 ROE: 4443의 자본 수익률(14.9%)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 분석2026/05/20 02:58종가2026/05/20 00:00수익2026/02/28연간 수익2025/05/31데이터 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 소스Sansan, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yuki KanekoBofA Global ResearchHideo NodaCLSATaro IshiharaDaiwa Securities Co. Ltd.12명의 분석가 더 보기
Reported Earnings • Apr 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥16.99 (up from JP¥10.92 in 3Q 2025). Revenue: JP¥13.9b (up 25% from 3Q 2025). Net income: JP¥2.15b (up 56% from 3Q 2025). Profit margin: 16% (up from 12% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Jan 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥13.14 (up from JP¥5.49 in 2Q 2025). Revenue: JP¥13.1b (up 25% from 2Q 2025). Net income: JP¥1.66b (up 140% from 2Q 2025). Profit margin: 13% (up from 6.6% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥2.36 (up from JP¥2.96 loss in 1Q 2025). Revenue: JP¥12.3b (up 28% from 1Q 2025). Net income: JP¥298.0m (up JP¥670.0m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% 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 • Jul 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥3.36 (down from JP¥7.59 in FY 2024). Revenue: JP¥43.2b (up 28% from FY 2024). Net income: JP¥424.0m (down 56% from FY 2024). Profit margin: 1.0% (down from 2.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 85%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • May 01+ 3 more updatesSansan, Inc. to Report Q1, 2026 Results on Oct 10, 2025Sansan, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025
Reported Earnings • Apr 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥10.92 (up from JP¥3.15 in 3Q 2024). Revenue: JP¥11.1b (up 30% from 3Q 2024). Net income: JP¥1.38b (up 248% from 3Q 2024). Profit margin: 12% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 92%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공시 • 23hSansan, Inc. (TSE:4443) announces an Equity Buyback for 2,000,000 shares, representing 1.58% for ¥2,000 million.Sansan, Inc. (TSE:4443) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.16% of its total shares outstanding excluding treasury shares, for a total of ¥2,000 million. The purpose of repurchase program is to enhance shareholder returns and it is a part of a flexible capital policy aimed at improving capital efficiency. The repurchase program is valid till June 30, 2026. As of February 28, 2026, the company had 126,638,234 shares outstanding excluding treasury shares and had 142,622 shares in treasury.
공시 • May 14Sansan, Inc. (TSE:4443) acquired an unknown stake in EDOA Corp.Sansan, Inc. (TSE:4443) acquired an unknown stake in EDOA Corp. on May 12, 2026. EDOA Corp. will change its company name to Eight Career Co., Ltd. effective May 12, 2026. Sansan, Inc. (TSE:4443) completed the acquisition of an unknown stake in EDOA Corp. on May 12, 2026.
분석 기사 • Apr 14Sansan, Inc. (TSE:4443) Just Reported Earnings, And Analysts Cut Their Target PriceShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its third-quarter result this time last week. The...
Price Target Changed • Apr 14Price target decreased by 8.7% to JP¥2,031Down from JP¥2,225, the current price target is an average from 8 analysts. New target price is 66% above last closing price of JP¥1,220. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥45.37 for next year compared to JP¥3.36 last year.
Reported Earnings • Apr 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥16.99 (up from JP¥10.92 in 3Q 2025). Revenue: JP¥13.9b (up 25% from 3Q 2025). Net income: JP¥2.15b (up 56% from 3Q 2025). Profit margin: 16% (up from 12% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
분석 기사 • Feb 04What You Can Learn From Sansan, Inc.'s (TSE:4443) P/E After Its 29% Share Price CrashSansan, Inc. ( TSE:4443 ) shareholders that were waiting for something to happen have been dealt a blow with a 29...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,227, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Software industry in Japan. Total loss to shareholders of 29% over the past three years.
Major Estimate Revision • Jan 21Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥41.06 to JP¥47.21. Revenue forecast steady at JP¥53.6b. Net income forecast to grow 254% next year vs 22% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,425. Share price was steady at JP¥1,712 over the past week.
분석 기사 • Jan 18The Sansan, Inc. (TSE:4443) Interim Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Sansan, Inc. ( TSE:4443 ) shareholders, because the company has just released its latest...
New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Jan 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥13.14 (up from JP¥5.49 in 2Q 2025). Revenue: JP¥13.1b (up 25% from 2Q 2025). Net income: JP¥1.66b (up 140% from 2Q 2025). Profit margin: 13% (up from 6.6% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 14Sansan (TSE:4443) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 • Dec 17Do Sansan's (TSE:4443) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Nov 18The Price Is Right For Sansan, Inc. (TSE:4443)When you see that almost half of the companies in the Software industry in Japan have price-to-sales ratios (or "P/S...
Reported Earnings • Oct 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥2.36 (up from JP¥2.96 loss in 1Q 2025). Revenue: JP¥12.3b (up 28% from 1Q 2025). Net income: JP¥298.0m (up JP¥670.0m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 24Sansan (TSE:4443) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jul 17Sansan, Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its yearly result this time last week. The early...
Reported Earnings • Jul 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥3.36 (down from JP¥7.59 in FY 2024). Revenue: JP¥43.2b (up 28% from FY 2024). Net income: JP¥424.0m (down 56% from FY 2024). Profit margin: 1.0% (down from 2.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 85%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 14Sansan's (TSE:4443) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
공시 • Jul 14Sansan, Inc., Annual General Meeting, Aug 26, 2025Sansan, Inc., Annual General Meeting, Aug 26, 2025.
분석 기사 • Jun 20Sansan, Inc.'s (TSE:4443) Popularity With Investors Is ClearSansan, Inc.'s ( TSE:4443 ) price-to-sales (or "P/S") ratio of 6.7x may look like a poor investment opportunity when...
공시 • May 22Link and Motivation Inc. (TSE:2170) signed share transfer agreement to acquire an unknown stake in Unipos Inc. (TSE:6550) from Sansan, Inc. (TSE:4443).Link and Motivation Inc. (TSE:2170) signed share transfer agreement to acquire an unknown stake in Unipos Inc. (TSE:6550) from Sansan, Inc. (TSE:4443) on May 22, 2025. Link and Motivation will receive from Sansan, through the Share Exchange, all 3,800 shares of the Unipos Preferred Stock issued by Unipos and 366,200 shares of the Unipos Common Stock. Link and Motivation have also signed share exchange agreement to acquire all the shares in Unipos. The transaction is subject to approval of offer by acquirer shareholders. The deal has been approved by the board of Link and Motivation. The expected completion of the transaction is July 1, 2025.
Major Estimate Revision • May 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥24.13 to JP¥21.17 per share. Revenue forecast steady at JP¥43.1b. Net income forecast to grow 120% next year vs 27% growth forecast for Software industry in Japan. Consensus price target down from JP¥2,633 to JP¥2,500. Share price fell 10% to JP¥1,826 over the past week.
분석 기사 • May 06Is Sansan (TSE:4443) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
공시 • May 01+ 3 more updatesSansan, Inc. to Report Q1, 2026 Results on Oct 10, 2025Sansan, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025
Major Estimate Revision • Apr 18Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥18.10 to JP¥24.13. Revenue forecast steady at JP¥43.0b. Net income forecast to grow 120% next year vs 23% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,633. Share price was steady at JP¥1,932 over the past week.
분석 기사 • Apr 14Sansan, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearSansan, Inc. ( TSE:4443 ) defied analyst predictions to release its third-quarter results, which were ahead of market...
Reported Earnings • Apr 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥10.92 (up from JP¥3.15 in 3Q 2024). Revenue: JP¥11.1b (up 30% from 3Q 2024). Net income: JP¥1.38b (up 248% from 3Q 2024). Profit margin: 12% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 92%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공시 • Apr 11Sansan, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Sansan, Inc. provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales to be in the range of JPY 43,026 million to JPY 44,042 million.
분석 기사 • Mar 23Sansan (TSE:4443) Shareholders Will Want The ROCE Trajectory To ContinueIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
공시 • Mar 07Sansan, Inc. to Report Q3, 2025 Results on Apr 11, 2025Sansan, Inc. announced that they will report Q3, 2025 results on Apr 11, 2025
분석 기사 • Mar 05Should You Investigate Sansan, Inc. (TSE:4443) At JP¥2,026?While Sansan, Inc. ( TSE:4443 ) might not have the largest market cap around , it saw significant share price movement...
Buy Or Sell Opportunity • Feb 18Now 21% undervaluedOver the last 90 days, the stock has risen 25% to JP¥2,460. The fair value is estimated to be JP¥3,105, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
Major Estimate Revision • Jan 21Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥16.64 to JP¥18.52. Revenue forecast steady at JP¥43.1b. Net income forecast to grow 217% next year vs 25% growth forecast for Software industry in Japan. Consensus price target broadly unchanged at JP¥2,650. Share price fell 4.7% to JP¥2,334 over the past week.
분석 기사 • Jan 17Sansan, Inc. (TSE:4443) Just Released Its Interim Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Sansan, Inc. ( TSE:4443 ) filed its half-yearly result this time last week. The...
Reported Earnings • Jan 15Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: JP¥5.49 (up from JP¥0.94 in 2Q 2024). Revenue: JP¥10.5b (up 27% from 2Q 2024). Net income: JP¥692.0m (up 486% from 2Q 2024). Profit margin: 6.6% (up from 1.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.
분석 기사 • Dec 10Is Sansan, Inc. (TSE:4443) Trading At A 34% Discount?Key Insights The projected fair value for Sansan is JP¥3,445 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 • Nov 07Sansan (TSE:4443) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Oct 29Sansan, Inc. to Report Q2, 2025 Results on Jan 14, 2025Sansan, Inc. announced that they will report Q2, 2025 results on Jan 14, 2025
분석 기사 • Oct 15Sansan, Inc. (TSE:4443) Analysts Are Pretty Bullish On The Stock After Recent ResultsSansan, Inc. ( TSE:4443 ) last week reported its latest quarterly results, which makes it a good time for investors to...
Reported Earnings • Oct 12First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: JP¥2.96 loss per share (down from JP¥0.20 profit in 1Q 2024). Revenue: JP¥9.58b (up 28% from 1Q 2024). Net loss: JP¥372.0m (down JP¥397.0m from profit in 1Q 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% 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.
공시 • Aug 31Sansan, Inc. to Report Q1, 2025 Results on Oct 11, 2024Sansan, Inc. announced that they will report Q1, 2025 results on Oct 11, 2024
Price Target Changed • Aug 28Price target increased by 9.3% to JP¥2,590Up from JP¥2,370, the current price target is an average from 5 analysts. New target price is 11% above last closing price of JP¥2,337. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥18.51 for next year compared to JP¥7.59 last year.
Price Target Changed • Aug 23Price target increased by 9.4% to JP¥2,450Up from JP¥2,240, the current price target is an average from 5 analysts. New target price is 8.4% above last closing price of JP¥2,261. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥18.04 for next year compared to JP¥7.59 last year.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥19.55 to JP¥17.55 per share. Revenue forecast steady at JP¥43.3b. Net income forecast to grow 132% next year vs 15% growth forecast for Software industry in Japan. Consensus price target of JP¥2,370 unchanged from last update. Share price was steady at JP¥2,069 over the past week.
Buy Or Sell Opportunity • Aug 05Now 22% undervaluedOver the last 90 days, the stock has risen 19% to JP¥1,858. The fair value is estimated to be JP¥2,387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
분석 기사 • Aug 01Estimating The Intrinsic Value Of Sansan, Inc. (TSE:4443)Key Insights Sansan's estimated fair value is JP¥2,085 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 • Jul 15Revenues Tell The Story For Sansan, Inc. (TSE:4443) As Its Stock Soars 27%Despite an already strong run, Sansan, Inc. ( TSE:4443 ) shares have been powering on, with a gain of 27% in the last...
분석 기사 • Jul 14Sansan, Inc. Just Recorded A 27% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Sansan, Inc. ( TSE:4443 ) shareholders, with its shares surging 20% to JP¥2,130 in...
Price Target Changed • Jul 13Price target increased by 7.7% to JP¥2,240Up from JP¥2,080, the current price target is an average from 5 analysts. New target price is 5.2% above last closing price of JP¥2,130. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥16.35 for next year compared to JP¥7.59 last year.
공시 • Jul 12Sansan, Inc., Annual General Meeting, Aug 27, 2024Sansan, Inc., Annual General Meeting, Aug 27, 2024.
Buy Or Sell Opportunity • Jul 12Now 36% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to JP¥2,130. The fair value is estimated to be JP¥1,567, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company became loss making.
공시 • Jul 11Sansan, Inc. (TSE:4443) announces an Equity Buyback for 200,000 shares, representing 0.16% for ¥300 million.Sansan, Inc. (TSE:4443) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.16% of its total shares outstanding excluding treasury shares, for a total of ¥300 million. The purpose of repurchase program is to provide shareholder returns. The repurchase program is valid till August 31, 2024. As of May 31, 2024, the company had 125,834,545 shares outstanding excluding treasury shares and had 871 shares in treasury.
분석 기사 • Jun 18Is It Time To Consider Buying Sansan, Inc. (TSE:4443)?Sansan, Inc. ( TSE:4443 ), might not be a large cap stock, but it led the TSE gainers with a relatively large price...
분석 기사 • May 30The Price Is Right For Sansan, Inc. (TSE:4443)When you see that almost half of the companies in the Software industry in Japan have price-to-sales ratios (or "P/S...
공시 • May 24Sansan, Inc. to Report Fiscal Year 2024 Results on Jul 11, 2024Sansan, Inc. announced that they will report fiscal year 2024 results on Jul 11, 2024
Buy Or Sell Opportunity • May 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,563. The fair value is estimated to be JP¥1,278, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • Apr 30Sansan (TSE:4443) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Apr 12Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥3.15 (down from JP¥4.69 in 3Q 2023). Revenue: JP¥8.51b (up 34% from 3Q 2023). Net income: JP¥396.0m (down 33% from 3Q 2023). Profit margin: 4.7% (down from 9.2% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Mar 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,800. The fair value is estimated to be JP¥1,473, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • Feb 29Sansan, Inc. (TSE:4443) Looks Just Right With A 28% Price JumpSansan, Inc. ( TSE:4443 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
Buy Or Sell Opportunity • Feb 28Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥1,773. The fair value is estimated to be JP¥1,437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company became loss making.
공시 • Feb 24Sansan, Inc. to Report Q3, 2024 Results on Apr 11, 2024Sansan, Inc. announced that they will report Q3, 2024 results on Apr 11, 2024
Reported Earnings • Jan 15Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥0.94 (down from JP¥3.81 in 2Q 2023). Revenue: JP¥8.22b (up 35% from 2Q 2023). Net income: JP¥118.0m (down 75% from 2Q 2023). Profit margin: 1.4% (down from 7.8% in 2Q 2023). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
공시 • Nov 24Sansan, Inc. to Report Q2, 2024 Results on Jan 12, 2024Sansan, Inc. announced that they will report Q2, 2024 results on Jan 12, 2024
Major Estimate Revision • Oct 21Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥7.69 to JP¥6.60 per share. Revenue forecast steady at JP¥32.7b. Net income forecast to grow 473% next year vs 16% growth forecast for Software industry in Japan. Consensus price target up from JP¥1,945 to JP¥2,040. Share price fell 12% to JP¥1,102 over the past week.
Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be JP¥1,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 45% per annum over the same time period.
Reported Earnings • Oct 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥0.20 (up from JP¥2.60 loss in 1Q 2023). Revenue: JP¥7.50b (up 31% from 1Q 2023). Net income: JP¥25.0m (up JP¥350.0m from 1Q 2023). Profit margin: 0.3% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • Sep 16Sansan, Inc. to Report Q1, 2024 Results on Oct 12, 2023Sansan, Inc. announced that they will report Q1, 2024 results on Oct 12, 2023
Reported Earnings • Sep 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥1.13 loss per share (down from JP¥6.87 profit in FY 2022). Revenue: JP¥25.5b (up 25% from FY 2022). Net loss: JP¥141.0m (down 117% from profit in FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% 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 • Jul 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥1.13 loss per share (down from JP¥6.87 profit in FY 2022). Revenue: JP¥25.5b (up 25% from FY 2022). Net loss: JP¥141.0m (down 117% from profit in FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Jul 13+ 1 more updateSansan, Inc., Annual General Meeting, Aug 29, 2023Sansan, Inc., Annual General Meeting, Aug 29, 2023.
공시 • May 25Sansan, Inc. to Report Fiscal Year 2023 Results on Jul 13, 2023Sansan, Inc. announced that they will report fiscal year 2023 results on Jul 13, 2023
Reported Earnings • Apr 15Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥4.69 (up from JP¥0.016 in 3Q 2022). Revenue: JP¥6.35b (up 24% from 3Q 2022). Net income: JP¥587.0m (up JP¥585.0m from 3Q 2022). Profit margin: 9.2% (up from 0% in 3Q 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 199%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Feb 19Sansan, Inc. to Report Q3, 2023 Results on Apr 13, 2023Sansan, Inc. announced that they will report Q3, 2023 results on Apr 13, 2023
Major Estimate Revision • Feb 07Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥4.57 to JP¥5.51. Revenue forecast steady at JP¥25.1b. Net income forecast to grow 101% next year vs 15% growth forecast for Software industry in Japan. Consensus price target up from JP¥1,875 to JP¥1,975. Share price rose 11% to JP¥1,771 over the past week.
Price Target Changed • Feb 03Price target increased by 7.5% to JP¥1,975Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is 11% above last closing price of JP¥1,782. Stock is up 39% over the past year. The company is forecast to post earnings per share of JP¥4.57 for next year compared to JP¥6.86 last year.
Reported Earnings • Jan 14Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥3.81 (up from JP¥0.63 loss in 2Q 2022). Revenue: JP¥6.11b (up 23% from 2Q 2022). Net income: JP¥476.0m (up JP¥555.0m from 2Q 2022). Profit margin: 7.8% (up from net loss in 2Q 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 126%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Jan 14Sansan, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2023Sansan, Inc. provides consolidated earnings guidance for the fiscal year ending May 31, 2023. For the fiscal year ending May 31, 2023 net sales JPY 25,117 million to JPY 25,764 million.
Price Target Changed • Nov 29Price target increased to JP¥1,838Up from JP¥1,650, the current price target is an average from 4 analysts. New target price is 9.2% above last closing price of JP¥1,683. Stock is down 46% over the past year. The company is forecast to post earnings per share of JP¥4.32 for next year compared to JP¥6.86 last year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Maki Suzuki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Oct 30Sansan, Inc. to Report Q2, 2023 Results on Jan 12, 2023Sansan, Inc. announced that they will report Q2, 2023 results on Jan 12, 2023
Reported Earnings • Oct 15First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: JP¥2.60 loss per share (down from JP¥5.23 profit in 1Q 2022). Revenue: JP¥5.71b (up 24% from 1Q 2022). Net loss: JP¥325.0m (down 150% from profit in 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 138%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan.
Major Estimate Revision • Oct 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥2.78 to JP¥3.59. Revenue forecast steady at JP¥25.3b. Net income forecast to shrink 47% next year vs 20% growth forecast for Software industry in Japan . Consensus price target of JP¥1,700 unchanged from last update. Share price fell 4.1% to JP¥1,296 over the past week.
공시 • Oct 13Sansan, Inc. Provides Earnings Guidance for the Fiscal Year Ending May 31, 2023Sansan, Inc. provided earnings guidance for the fiscal year ending May 31, 2023. For the year, the company expected net sales of JPY 25,117 million to JPY 25,764 million.
Buying Opportunity • Oct 11Now 22% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥1,665, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.
공시 • Sep 19Sansan, Inc.(TSE:4443) dropped from FTSE All-World Index (USD)Sansan, Inc.(TSE:4443) dropped from FTSE All-World Index (USD)
Price Target Changed • Sep 16Price target increased to JP¥1,663Up from JP¥1,513, the current price target is an average from 7 analysts. New target price is 19% above last closing price of JP¥1,392. Stock is down 57% over the past year. The company is forecast to post earnings per share of JP¥2.98 for next year compared to JP¥6.86 last year.
Reported Earnings • Sep 04Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥6.87 (up from JP¥1.46 in FY 2021). Revenue: JP¥20.4b (up 26% from FY 2021). Net income: JP¥857.0m (up 371% from FY 2021). Profit margin: 4.2% (up from 1.1% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 23%, compared to a 14% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Sep 01Sansan, Inc. to Report Q1, 2023 Results on Oct 13, 2022Sansan, Inc. announced that they will report Q1, 2023 results on Oct 13, 2022
Buying Opportunity • Aug 18Now 21% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be JP¥1,895, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.
Major Estimate Revision • Jul 24Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥3.79 to JP¥3.27 per share. Revenue forecast steady at JP¥25.0b. Net income forecast to shrink 52% next year vs 13% growth forecast for Software industry in Japan . Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.1% to JP¥1,236 over the past week.
공시 • Jul 16Sansan, Inc., Annual General Meeting, Aug 30, 2022Sansan, Inc., Annual General Meeting, Aug 30, 2022.