View Financial HealthCommerce One Holdings 배당 및 자사주 매입배당 기준 점검 3/6Commerce One Holdings 수익으로 충분히 충당되는 현재 수익률 3.11% 보유한 배당금 지급 회사입니다. 다음 지급일은 26th June, 2026 이며 배당락일은 다음과 같습니다. 30th March, 2026.핵심 정보3.1%배당 수익률1.6%자사주 매입 수익률총 주주 수익률4.8%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일26 Jun 26배당락일30 Mar 26주당 배당금n/a배당 성향61%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Declared Dividend • Dec 09First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 7.5% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.공시 • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on May 14, 2026. As of November 14, 2025, the company had 7,049,451 shares issued excluding treasury shares and 143,949 treasury shares.공시 • Sep 12Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on November 13, 2025. As of March 31, 2025, the company had 7,064,151 shares issued excluding treasury shares and 129,249 treasury shares.Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 445% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 21% EPS decline seen over the last 5 years.공시 • Apr 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.41% for ¥85 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.41% of its issued share capital, for ¥85 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on September 12, 2025. As of March 31, 2025, the company had 7,117,051 shares issued excluding treasury shares and 76,349 treasury shares.모든 업데이트 보기Recent updatesReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥42.76 (vs JP¥12.70 in FY 2025)Full year 2026 results: EPS: JP¥42.76 (up from JP¥12.70 in FY 2025). Revenue: JP¥3.90b (up 5.5% from FY 2025). Net income: JP¥302.0m (up 232% from FY 2025). Profit margin: 7.8% (up from 2.5% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • May 14+ 1 more updateCommerce One Holdings Inc., Annual General Meeting, Jun 25, 2026Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥15.89 (vs JP¥7.11 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.89 (up from JP¥7.11 in 3Q 2025). Revenue: JP¥1.01b (up 8.4% from 3Q 2025). Net income: JP¥112.0m (up 120% from 3Q 2025). Profit margin: 11% (up from 5.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Jan 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to JP¥794. The fair value is estimated to be JP¥996, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 34%.Buy Or Sell Opportunity • Dec 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥789. The fair value is estimated to be JP¥992, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 34%.Declared Dividend • Dec 09First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 7.5% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.공시 • Nov 29Commerce One Holdings Inc. to Report Q3, 2026 Results on Feb 13, 2026Commerce One Holdings Inc. announced that they will report Q3, 2026 results on Feb 13, 2026분석 기사 • Nov 21There May Be Reason For Hope In Commerce One Holdings' (TSE:4496) Disappointing EarningsShareholders appeared unconcerned with Commerce One Holdings Inc.'s ( TSE:4496 ) lackluster earnings report last week...Reported Earnings • Nov 20Second quarter 2026 earnings released: EPS: JP¥9.04 (vs JP¥5.07 in 2Q 2025)Second quarter 2026 results: EPS: JP¥9.04 (up from JP¥5.07 in 2Q 2025). Revenue: JP¥999.0m (up 8.9% from 2Q 2025). Net income: JP¥63.9m (up 76% from 2Q 2025). Profit margin: 6.4% (up from 4.0% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on May 14, 2026. As of November 14, 2025, the company had 7,049,451 shares issued excluding treasury shares and 143,949 treasury shares.공시 • Sep 12Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on November 13, 2025. As of March 31, 2025, the company had 7,064,151 shares issued excluding treasury shares and 129,249 treasury shares.공시 • Sep 03Commerce One Holdings Inc. to Report Q2, 2026 Results on Nov 14, 2025Commerce One Holdings Inc. announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥13.09 (vs JP¥5.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.09 (up from JP¥5.64 in 1Q 2025). Revenue: JP¥910.0m (up 1.2% from 1Q 2025). Net income: JP¥93.0m (up 129% from 1Q 2025). Profit margin: 10% (up from 4.5% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 445% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 21% EPS decline seen over the last 5 years.New Risk • Jun 02New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 157% Dividend yield: 2.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (157% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin). Market cap is less than US$100m (JP¥5.64b market cap, or US$39.3m).공시 • May 31Commerce One Holdings Inc. to Report Q1, 2026 Results on Aug 14, 2025Commerce One Holdings Inc. announced that they will report Q1, 2026 results on Aug 14, 2025Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥12.70 (vs JP¥57.41 in FY 2024)Full year 2025 results: EPS: JP¥12.70 (down from JP¥57.41 in FY 2024). Revenue: JP¥3.69b (up 3.8% from FY 2024). Net income: JP¥91.0m (down 78% from FY 2024). Profit margin: 2.5% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. 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 6% per year, which means it has not declined as severely as earnings.공시 • May 14+ 1 more updateCommerce One Holdings Inc., Annual General Meeting, Jun 24, 2025Commerce One Holdings Inc., Annual General Meeting, Jun 24, 2025.공시 • Apr 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.41% for ¥85 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.41% of its issued share capital, for ¥85 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on September 12, 2025. As of March 31, 2025, the company had 7,117,051 shares issued excluding treasury shares and 76,349 treasury shares.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).공시 • Mar 01Commerce One Holdings Inc. to Report Fiscal Year 2025 Results on May 14, 2025Commerce One Holdings Inc. announced that they will report fiscal year 2025 results on May 14, 2025분석 기사 • Feb 21Commerce One Holdings' (TSE:4496) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Commerce One Holdings Inc.'s ( TSE:4496 ) shareholders over the last week. Our...Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥7.13 (vs JP¥17.93 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.13 (down from JP¥17.93 in 3Q 2024). Revenue: JP¥936.0m (up 5.5% from 3Q 2024). Net income: JP¥51.0m (down 61% from 3Q 2024). Profit margin: 5.4% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% 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.Declared Dividend • Dec 10First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (69% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.공시 • Dec 06Commerce One Holdings Inc. to Report Q3, 2025 Results on Feb 14, 2025Commerce One Holdings Inc. announced that they will report Q3, 2025 results on Feb 14, 2025Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥5.07 (vs JP¥15.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥5.07 (down from JP¥15.29 in 2Q 2024). Revenue: JP¥917.0m (up 4.7% from 2Q 2024). Net income: JP¥36.4m (down 67% from 2Q 2024). Profit margin: 4.0% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.공시 • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.4% for ¥75 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.4% of its issued share capital, for ¥75 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on March 31, 2025. As of November 14, 2024, the company had 7,163,351 shares issued excluding treasury shares and 30,049 treasury shares.Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).공시 • Aug 27Commerce One Holdings Inc. to Report Q2, 2025 Results on Nov 14, 2024Commerce One Holdings Inc. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥5.64 (vs JP¥11.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.64 (down from JP¥11.15 in 1Q 2024). Revenue: JP¥899.0m (up 3.9% from 1Q 2024). Net income: JP¥40.6m (down 50% from 1Q 2024). Profit margin: 4.5% (down from 9.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.공시 • Aug 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.39% for ¥75 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.39% of its share capital, for ¥75 million. The program will expire on November 8, 2024. As of August 14, 2024, the company had 7,193,351 shares in issue (excluding treasury stock) and 49 shares in treasury.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% 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 Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (JP¥4.56b market cap, or US$32.0m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥634, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 67% over the past three years.공시 • Jun 02Commerce One Holdings Inc. to Report Q1, 2025 Results on Aug 14, 2024Commerce One Holdings Inc. announced that they will report Q1, 2025 results on Aug 14, 2024분석 기사 • May 22Commerce One Holdings' (TSE:4496) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from Commerce One Holdings Inc. ( TSE:4496 ) was disappointing for shareholders...Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥57.41 (vs JP¥58.73 in FY 2023)Full year 2024 results: EPS: JP¥57.41 (down from JP¥58.73 in FY 2023). Revenue: JP¥3.56b (up 11% from FY 2023). Net income: JP¥414.0m (down 6.1% from FY 2023). Profit margin: 12% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.공시 • May 17Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2024Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2024.공시 • Mar 28Commerce One Holdings Inc. to Report Fiscal Year 2024 Results on May 15, 2024Commerce One Holdings Inc. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥17.93 (vs JP¥10.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.93 (up from JP¥10.10 in 3Q 2023). Revenue: JP¥887.0m (up 13% from 3Q 2023). Net income: JP¥129.0m (up 70% from 3Q 2023). Profit margin: 14% (up from 9.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.공시 • Dec 28Commerce One Holdings Inc. to Report Q3, 2024 Results on Feb 14, 2024Commerce One Holdings Inc. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥15.29 (vs JP¥15.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.29. Revenue: JP¥876.0m (up 11% from 2Q 2023). Net income: JP¥110.0m (down 2.7% from 2Q 2023). Profit margin: 13% (down from 14% in 2Q 2023). The decrease in margin was driven by higher expenses.공시 • Sep 28Commerce One Holdings Inc. to Report Q2, 2024 Results on Nov 14, 2023Commerce One Holdings Inc. announced that they will report Q2, 2024 results on Nov 14, 2023Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥736, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 80% over the past three years.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥11.15 (vs JP¥13.82 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.15 (down from JP¥13.82 in 1Q 2023). Revenue: JP¥865.0m (up 14% from 1Q 2023). Net income: JP¥81.0m (down 22% from 1Q 2023). Profit margin: 9.4% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses.공시 • May 28Commerce One Holdings Inc. to Report Q1, 2024 Results on Aug 14, 2023Commerce One Holdings Inc. announced that they will report Q1, 2024 results on Aug 14, 2023Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥847, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 14%.Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥10.10 (vs JP¥14.62 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.10 (down from JP¥14.62 in 3Q 2022). Revenue: JP¥787.0m (up 6.5% from 3Q 2022). Net income: JP¥76.0m (down 31% from 3Q 2022). Profit margin: 9.7% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses.공시 • Feb 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 330,000 shares, representing 4.39% for ¥250 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 330,000 shares, representing 4.39% of its share capital, for ¥250 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement flexible capital policies. The program will expire on July 31, 2023. As of February 14, 2023, the company had 7,523,351 shares in issue (excluding treasury stock) and 49 shares in treasury.공시 • Dec 02Commerce One Holdings Inc. (TSE:4496) completed the acquisition of SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake.Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 15, 2022. For the period ended December, 2021, SAMURAI TECHNOLOGY reported net assets of ¥180 million, total assets of ¥200 million, sales of ¥190 million, EBIT of ¥11.62 million, net income of ¥6.32 million. The transaction is expected to complete on November 30, 2022. Commerce One Holdings Inc. (TSE:4496) completed the acquisition of SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 30, 2022.공시 • Nov 27Commerce One Holdings Inc. to Report Q3, 2023 Results on Feb 14, 2023Commerce One Holdings Inc. announced that they will report Q3, 2023 results on Feb 14, 2023공시 • Nov 17Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake.Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 15, 2022. For the period ended December, 2021, SAMURAI TECHNOLOGY reported net assets of ¥180 million, total assets of ¥200 million, sales of ¥190 million, EBIT of ¥11.62 million, net income of ¥6.32 million. The transaction is expected to complete on November 30, 2022.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥15.02 (vs JP¥19.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.02 (down from JP¥19.27 in 2Q 2022). Revenue: JP¥789.0m (up 8.4% from 2Q 2022). Net income: JP¥113.0m (down 22% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Japan.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Yuko Hoshino was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥947, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 39% over the past year.공시 • Aug 28Commerce One Holdings Inc. to Report Q2, 2023 Results on Nov 14, 2022Commerce One Holdings Inc. announced that they will report Q2, 2023 results on Nov 14, 2022Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥13.82 (vs JP¥14.49 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.82 (down from JP¥14.49 in 1Q 2022). Revenue: JP¥761.0m (up 7.6% from 1Q 2022). Net income: JP¥104.0m (down 4.6% from 1Q 2022). Profit margin: 14% (down from 15% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 14% growth forecast for the industry in Japan.공시 • May 29Commerce One Holdings Inc. to Report Q1, 2023 Results on Aug 12, 2022Commerce One Holdings Inc. announced that they will report Q1, 2023 results on Aug 12, 2022공시 • May 18Commerce One Holdings Inc., Annual General Meeting, Jun 28, 2022Commerce One Holdings Inc., Annual General Meeting, Jun 28, 2022.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥951, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 59% over the past year.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Yuko Hoshino was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08Commerce One Holdings Inc. to Report Fiscal Year 2022 Results on May 13, 2022Commerce One Holdings Inc. announced that they will report fiscal year 2022 results on May 13, 2022Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥1,736, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,096, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 66% over the past year.Buying Opportunity • Feb 03Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be JP¥1,809, 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 year. Earnings per share has grown by 46% over the last year.공시 • Jan 22Commerce One Holdings Common Stock to Be Deleted from Other OTCCommerce One Holdings Inc.'s Common Stock will be deleted from other OTC effective from January 24, 2022 due to Inactive Security.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,497, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Software industry in Japan. Total loss to shareholders of 52% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,406 per share.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,589, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Software industry in Japan. Total loss to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,417 per share.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥19.27 (vs JP¥11.83 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥728.0m (up 14% from 2Q 2021). Net income: JP¥145.0m (up 63% from 2Q 2021). Profit margin: 20% (up from 14% in 2Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,148, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Software industry in Japan. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,358 per share.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,320, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 29x in the Software industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,336 per share.공시 • Mar 04Commerce One Holdings Inc. to Report Fiscal Year 2021 Results on May 14, 2021Commerce One Holdings Inc. announced that they will report fiscal year 2021 results on May 14, 2021Is New 90 Day High Low • Feb 28New 90-day low: JP¥5,690The company is down 1.0% from its price of JP¥5,750 on 30 November 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,155 per share.Is New 90 Day High Low • Jan 25New 90-day high: JP¥7,250The company is up 8.0% from its price of JP¥6,690 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,576 per share.공시 • Aug 09+ 2 more updatesCommerce One Holdings Inc. to Report Q2, 2021 Results on Nov 13, 2020Commerce One Holdings Inc. announced that they will report Q2, 2021 results on Nov 13, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 4496 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: 4496 의 배당금 지급이 증가했지만 회사는 3 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Commerce One Holdings 배당 수익률 vs 시장4496의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (4496)3.1%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.8%업계 평균 (Software)2.2%분석가 예측 (4496) (최대 3년)n/a주목할만한 배당금: 4496 의 배당금( 3.11% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.74% )보다 높습니다.고배당: 4496 의 배당금( 3.11% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.75% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 61.1% )을 통해 4496 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 현재 현금 지급 비율 ( 88.5% )에서 4496 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 06:25종가2026/05/21 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 소스Commerce One Holdings Inc.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Makoto UenoDaiwa Securities Co. Ltd.null nullStorm Research LimitedNobuyuki TakagiThe Stock Research Center
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Declared Dividend • Dec 09First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 7.5% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.
공시 • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on May 14, 2026. As of November 14, 2025, the company had 7,049,451 shares issued excluding treasury shares and 143,949 treasury shares.
공시 • Sep 12Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on November 13, 2025. As of March 31, 2025, the company had 7,064,151 shares issued excluding treasury shares and 129,249 treasury shares.
Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 445% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 21% EPS decline seen over the last 5 years.
공시 • Apr 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.41% for ¥85 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.41% of its issued share capital, for ¥85 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on September 12, 2025. As of March 31, 2025, the company had 7,117,051 shares issued excluding treasury shares and 76,349 treasury shares.
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥42.76 (vs JP¥12.70 in FY 2025)Full year 2026 results: EPS: JP¥42.76 (up from JP¥12.70 in FY 2025). Revenue: JP¥3.90b (up 5.5% from FY 2025). Net income: JP¥302.0m (up 232% from FY 2025). Profit margin: 7.8% (up from 2.5% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • May 14+ 1 more updateCommerce One Holdings Inc., Annual General Meeting, Jun 25, 2026Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥15.89 (vs JP¥7.11 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.89 (up from JP¥7.11 in 3Q 2025). Revenue: JP¥1.01b (up 8.4% from 3Q 2025). Net income: JP¥112.0m (up 120% from 3Q 2025). Profit margin: 11% (up from 5.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Jan 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to JP¥794. The fair value is estimated to be JP¥996, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 34%.
Buy Or Sell Opportunity • Dec 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥789. The fair value is estimated to be JP¥992, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 34%.
Declared Dividend • Dec 09First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 7.5% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.
공시 • Nov 29Commerce One Holdings Inc. to Report Q3, 2026 Results on Feb 13, 2026Commerce One Holdings Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
분석 기사 • Nov 21There May Be Reason For Hope In Commerce One Holdings' (TSE:4496) Disappointing EarningsShareholders appeared unconcerned with Commerce One Holdings Inc.'s ( TSE:4496 ) lackluster earnings report last week...
Reported Earnings • Nov 20Second quarter 2026 earnings released: EPS: JP¥9.04 (vs JP¥5.07 in 2Q 2025)Second quarter 2026 results: EPS: JP¥9.04 (up from JP¥5.07 in 2Q 2025). Revenue: JP¥999.0m (up 8.9% from 2Q 2025). Net income: JP¥63.9m (up 76% from 2Q 2025). Profit margin: 6.4% (up from 4.0% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on May 14, 2026. As of November 14, 2025, the company had 7,049,451 shares issued excluding treasury shares and 143,949 treasury shares.
공시 • Sep 12Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 50,000 shares, representing 0.71% for ¥45 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.71% of its issued share capital, for ¥45 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on November 13, 2025. As of March 31, 2025, the company had 7,064,151 shares issued excluding treasury shares and 129,249 treasury shares.
공시 • Sep 03Commerce One Holdings Inc. to Report Q2, 2026 Results on Nov 14, 2025Commerce One Holdings Inc. announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥13.09 (vs JP¥5.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.09 (up from JP¥5.64 in 1Q 2025). Revenue: JP¥910.0m (up 1.2% from 1Q 2025). Net income: JP¥93.0m (up 129% from 1Q 2025). Profit margin: 10% (up from 4.5% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 445% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 21% EPS decline seen over the last 5 years.
New Risk • Jun 02New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 157% Dividend yield: 2.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (157% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin). Market cap is less than US$100m (JP¥5.64b market cap, or US$39.3m).
공시 • May 31Commerce One Holdings Inc. to Report Q1, 2026 Results on Aug 14, 2025Commerce One Holdings Inc. announced that they will report Q1, 2026 results on Aug 14, 2025
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥12.70 (vs JP¥57.41 in FY 2024)Full year 2025 results: EPS: JP¥12.70 (down from JP¥57.41 in FY 2024). Revenue: JP¥3.69b (up 3.8% from FY 2024). Net income: JP¥91.0m (down 78% from FY 2024). Profit margin: 2.5% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. 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 6% per year, which means it has not declined as severely as earnings.
공시 • May 14+ 1 more updateCommerce One Holdings Inc., Annual General Meeting, Jun 24, 2025Commerce One Holdings Inc., Annual General Meeting, Jun 24, 2025.
공시 • Apr 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.41% for ¥85 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.41% of its issued share capital, for ¥85 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on September 12, 2025. As of March 31, 2025, the company had 7,117,051 shares issued excluding treasury shares and 76,349 treasury shares.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
공시 • Mar 01Commerce One Holdings Inc. to Report Fiscal Year 2025 Results on May 14, 2025Commerce One Holdings Inc. announced that they will report fiscal year 2025 results on May 14, 2025
분석 기사 • Feb 21Commerce One Holdings' (TSE:4496) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Commerce One Holdings Inc.'s ( TSE:4496 ) shareholders over the last week. Our...
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥7.13 (vs JP¥17.93 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.13 (down from JP¥17.93 in 3Q 2024). Revenue: JP¥936.0m (up 5.5% from 3Q 2024). Net income: JP¥51.0m (down 61% from 3Q 2024). Profit margin: 5.4% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% 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.
Declared Dividend • Dec 10First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (69% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
공시 • Dec 06Commerce One Holdings Inc. to Report Q3, 2025 Results on Feb 14, 2025Commerce One Holdings Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥5.07 (vs JP¥15.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥5.07 (down from JP¥15.29 in 2Q 2024). Revenue: JP¥917.0m (up 4.7% from 2Q 2024). Net income: JP¥36.4m (down 67% from 2Q 2024). Profit margin: 4.0% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
공시 • Nov 14Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.4% for ¥75 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.4% of its issued share capital, for ¥75 million. The purpose of the buyback is to flexibly acquire shares based on the financial strategy in the medium-term management plan, considering strategic investment opportunities, financial situation, and share price level. The program will be expire on March 31, 2025. As of November 14, 2024, the company had 7,163,351 shares issued excluding treasury shares and 30,049 treasury shares.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
공시 • Aug 27Commerce One Holdings Inc. to Report Q2, 2025 Results on Nov 14, 2024Commerce One Holdings Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥5.64 (vs JP¥11.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.64 (down from JP¥11.15 in 1Q 2024). Revenue: JP¥899.0m (up 3.9% from 1Q 2024). Net income: JP¥40.6m (down 50% from 1Q 2024). Profit margin: 4.5% (down from 9.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
공시 • Aug 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 100,000 shares, representing 1.39% for ¥75 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.39% of its share capital, for ¥75 million. The program will expire on November 8, 2024. As of August 14, 2024, the company had 7,193,351 shares in issue (excluding treasury stock) and 49 shares in treasury.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% 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 Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (JP¥4.56b market cap, or US$32.0m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥634, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 67% over the past three years.
공시 • Jun 02Commerce One Holdings Inc. to Report Q1, 2025 Results on Aug 14, 2024Commerce One Holdings Inc. announced that they will report Q1, 2025 results on Aug 14, 2024
분석 기사 • May 22Commerce One Holdings' (TSE:4496) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from Commerce One Holdings Inc. ( TSE:4496 ) was disappointing for shareholders...
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥57.41 (vs JP¥58.73 in FY 2023)Full year 2024 results: EPS: JP¥57.41 (down from JP¥58.73 in FY 2023). Revenue: JP¥3.56b (up 11% from FY 2023). Net income: JP¥414.0m (down 6.1% from FY 2023). Profit margin: 12% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
공시 • May 17Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2024Commerce One Holdings Inc., Annual General Meeting, Jun 25, 2024.
공시 • Mar 28Commerce One Holdings Inc. to Report Fiscal Year 2024 Results on May 15, 2024Commerce One Holdings Inc. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥17.93 (vs JP¥10.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.93 (up from JP¥10.10 in 3Q 2023). Revenue: JP¥887.0m (up 13% from 3Q 2023). Net income: JP¥129.0m (up 70% from 3Q 2023). Profit margin: 14% (up from 9.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
공시 • Dec 28Commerce One Holdings Inc. to Report Q3, 2024 Results on Feb 14, 2024Commerce One Holdings Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥15.29 (vs JP¥15.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.29. Revenue: JP¥876.0m (up 11% from 2Q 2023). Net income: JP¥110.0m (down 2.7% from 2Q 2023). Profit margin: 13% (down from 14% in 2Q 2023). The decrease in margin was driven by higher expenses.
공시 • Sep 28Commerce One Holdings Inc. to Report Q2, 2024 Results on Nov 14, 2023Commerce One Holdings Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥736, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 24x in the Software industry in Japan. Total loss to shareholders of 80% over the past three years.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥11.15 (vs JP¥13.82 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.15 (down from JP¥13.82 in 1Q 2023). Revenue: JP¥865.0m (up 14% from 1Q 2023). Net income: JP¥81.0m (down 22% from 1Q 2023). Profit margin: 9.4% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses.
공시 • May 28Commerce One Holdings Inc. to Report Q1, 2024 Results on Aug 14, 2023Commerce One Holdings Inc. announced that they will report Q1, 2024 results on Aug 14, 2023
Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥847, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 14%.
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥10.10 (vs JP¥14.62 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.10 (down from JP¥14.62 in 3Q 2022). Revenue: JP¥787.0m (up 6.5% from 3Q 2022). Net income: JP¥76.0m (down 31% from 3Q 2022). Profit margin: 9.7% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses.
공시 • Feb 15Commerce One Holdings Inc. (TSE:4496) announces an Equity Buyback for 330,000 shares, representing 4.39% for ¥250 million.Commerce One Holdings Inc. (TSE:4496) announces a share repurchase program. Under the program, the company will repurchase up to 330,000 shares, representing 4.39% of its share capital, for ¥250 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement flexible capital policies. The program will expire on July 31, 2023. As of February 14, 2023, the company had 7,523,351 shares in issue (excluding treasury stock) and 49 shares in treasury.
공시 • Dec 02Commerce One Holdings Inc. (TSE:4496) completed the acquisition of SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake.Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 15, 2022. For the period ended December, 2021, SAMURAI TECHNOLOGY reported net assets of ¥180 million, total assets of ¥200 million, sales of ¥190 million, EBIT of ¥11.62 million, net income of ¥6.32 million. The transaction is expected to complete on November 30, 2022. Commerce One Holdings Inc. (TSE:4496) completed the acquisition of SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 30, 2022.
공시 • Nov 27Commerce One Holdings Inc. to Report Q3, 2023 Results on Feb 14, 2023Commerce One Holdings Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
공시 • Nov 17Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake.Commerce One Holdings Inc. (TSE:4496) agreed to acquire SAMURAI TECHNOLOGY Co., Ltd. from Masaharu Otake on November 15, 2022. For the period ended December, 2021, SAMURAI TECHNOLOGY reported net assets of ¥180 million, total assets of ¥200 million, sales of ¥190 million, EBIT of ¥11.62 million, net income of ¥6.32 million. The transaction is expected to complete on November 30, 2022.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥15.02 (vs JP¥19.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.02 (down from JP¥19.27 in 2Q 2022). Revenue: JP¥789.0m (up 8.4% from 2Q 2022). Net income: JP¥113.0m (down 22% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Japan.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Yuko Hoshino was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥947, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 39% over the past year.
공시 • Aug 28Commerce One Holdings Inc. to Report Q2, 2023 Results on Nov 14, 2022Commerce One Holdings Inc. announced that they will report Q2, 2023 results on Nov 14, 2022
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥13.82 (vs JP¥14.49 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.82 (down from JP¥14.49 in 1Q 2022). Revenue: JP¥761.0m (up 7.6% from 1Q 2022). Net income: JP¥104.0m (down 4.6% from 1Q 2022). Profit margin: 14% (down from 15% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 14% growth forecast for the industry in Japan.
공시 • May 29Commerce One Holdings Inc. to Report Q1, 2023 Results on Aug 12, 2022Commerce One Holdings Inc. announced that they will report Q1, 2023 results on Aug 12, 2022
공시 • May 18Commerce One Holdings Inc., Annual General Meeting, Jun 28, 2022Commerce One Holdings Inc., Annual General Meeting, Jun 28, 2022.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥951, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Software industry in Japan. Total loss to shareholders of 59% over the past year.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Yuko Hoshino was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08Commerce One Holdings Inc. to Report Fiscal Year 2022 Results on May 13, 2022Commerce One Holdings Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥1,736, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,096, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Software industry in Japan. Total loss to shareholders of 66% over the past year.
Buying Opportunity • Feb 03Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be JP¥1,809, 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 year. Earnings per share has grown by 46% over the last year.
공시 • Jan 22Commerce One Holdings Common Stock to Be Deleted from Other OTCCommerce One Holdings Inc.'s Common Stock will be deleted from other OTC effective from January 24, 2022 due to Inactive Security.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,497, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Software industry in Japan. Total loss to shareholders of 52% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,406 per share.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,589, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Software industry in Japan. Total loss to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,417 per share.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥19.27 (vs JP¥11.83 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥728.0m (up 14% from 2Q 2021). Net income: JP¥145.0m (up 63% from 2Q 2021). Profit margin: 20% (up from 14% in 2Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,148, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Software industry in Japan. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,358 per share.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,320, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 29x in the Software industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,336 per share.
공시 • Mar 04Commerce One Holdings Inc. to Report Fiscal Year 2021 Results on May 14, 2021Commerce One Holdings Inc. announced that they will report fiscal year 2021 results on May 14, 2021
Is New 90 Day High Low • Feb 28New 90-day low: JP¥5,690The company is down 1.0% from its price of JP¥5,750 on 30 November 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,155 per share.
Is New 90 Day High Low • Jan 25New 90-day high: JP¥7,250The company is up 8.0% from its price of JP¥6,690 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,576 per share.
공시 • Aug 09+ 2 more updatesCommerce One Holdings Inc. to Report Q2, 2021 Results on Nov 13, 2020Commerce One Holdings Inc. announced that they will report Q2, 2021 results on Nov 13, 2020